Institutional Ownership Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH). We have compiled data on the 3,769 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
10,141
shares
|
$3.53 Million
0.59% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
10,134
shares
|
$3.53 Million
0.11% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
10,120
shares
|
$3.52 Million
0.11% of portfolio
|
Q2 2025
Added 29.11%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
10,108
shares
|
$3.52 Million
0.87% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
10,103
shares
|
$3.51 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
10,097
shares
|
$3.51 Million
1.6% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
10,094
shares
|
$3.51 Million
0.74% of portfolio
|
Q2 2025
Added 90.56%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
10,070
shares
|
$3.5 Million
0.13% of portfolio
|
Q2 2025
Added 68.7%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Aug 14, 2025 Q2 2025 |
10,054
shares
|
$3.5 Million
0.77% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
10,052
shares
|
$3.5 Million
0.89% of portfolio
|
Q3 2024
Added 27.76%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
10,022
shares
|
$3.49 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
10,009
shares
|
$3.48 Million
0.4% of portfolio
|
Q4 2022
Reduced 7.4%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
10,003
shares
|
$3.48 Million
0.39% of portfolio
|
Q2 2025
Added 11.99%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
9,982
shares
|
$3.47 Million
0.66% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
9,973
shares
|
$3.47 Million
0.74% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
9,945
shares
|
$3.46 Million
0.07% of portfolio
|
Q2 2025
Reduced 38.36%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
9,927
shares
|
$3.45 Million
0.73% of portfolio
|
Q2 2025
Added 17.09%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Aug 12, 2025 Q2 2025 |
9,874
shares
|
$3.44 Million
1.09% of portfolio
|
Q2 2025
Added 151.89%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jul 30, 2025 Q2 2025 |
9,859
shares
|
$3.43 Million
1.21% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
9,846
shares
|
$3.43 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
9,829
shares
|
$3.42 Million
0.59% of portfolio
|
Q2 2025
Added 19.01%
|
|
|
Weik Capital Management
Wyomissing, PA |
Aug 12, 2025 Q2 2025 |
9,824
shares
|
$3.42 Million
1.22% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
9,797
shares
|
$3.41 Million
1.7% of portfolio
|
Q2 2025
Reduced 59.42%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
9,761
shares
|
$3.4 Million
0.15% of portfolio
|
Q2 2025
Added 29.11%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
9,698
shares
|
$3.37 Million
0.74% of portfolio
|
Q2 2025
Reduced 2.33%
|