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 4,024 institutions that hold shares in the stock, with a total of 786 Million shares, which have been reported (via 13F filing form) to have a value of $236 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
10,215
shares
|
$3.07 Million
0.33% of portfolio
|
Q1 2025
Reduced 16.17%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
10,213
shares
|
$3.07 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
10,200
shares
|
$3.07 Million
5.06% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
10,198
shares
|
$3.07 Million
1.26% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
10,180
shares
|
$3.06 Million
2.53% of portfolio
|
Q4 2022
Added 4.62%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
10,178
shares
|
$3.06 Million
0.23% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
10,177
shares
|
$3.06 Million
0.73% of portfolio
|
Q2 2025
Added 24.0%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
10,158
shares
|
$3.05 Million
1.33% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
10,158
shares
|
$3.05 Million
0.69% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,141
shares
|
$3.05 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
10,108
shares
|
$3.04 Million
0.87% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
10,097
shares
|
$3.03 Million
1.6% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
10,070
shares
|
$3.03 Million
0.8% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
10,053
shares
|
$3.02 Million
0.79% of portfolio
|
Q1 2025
Added 20.47%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
10,052
shares
|
$3.02 Million
0.89% of portfolio
|
Q3 2024
Added 27.76%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
May 15, 2025 Q1 2025 |
10,050
shares
|
$3.02 Million
1.77% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
10,031
shares
|
$3.02 Million
2.59% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
10,009
shares
|
$3.01 Million
0.4% of portfolio
|
Q4 2022
Reduced 7.4%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
9,982
shares
|
$3 Million
0.66% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
9,978
shares
|
$3 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
9,973
shares
|
$3 Million
0.74% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
9,929
shares
|
$2.98 Million
1.57% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
9,879
shares
|
$2.97 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
9,875
shares
|
$2.97 Million
1.08% of portfolio
|
Q1 2025
Added 432.35%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
9,840
shares
|
$2.96 Million
1.26% of portfolio
|
Q1 2025
Added 2136.36%
|