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 |
|---|---|---|---|---|---|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
9,768
shares
|
$2.94 Million
0.64% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
9,749
shares
|
$2.93 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Weik Capital Management
Wyomissing, PA |
May 13, 2025 Q1 2025 |
9,682
shares
|
$2.91 Million
2.08% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
9,656
shares
|
$2.9 Million
4.6% of portfolio
|
Q3 2022
Reduced 1.22%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
9,655
shares
|
$2.9 Million
1.44% of portfolio
|
Q1 2025
Reduced 21.07%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
9,625
shares
|
$2.89 Million
0.42% of portfolio
|
Q4 2024
Added 44.78%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
9,595
shares
|
$2.88 Million
0.38% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
9,533
shares
|
$2.87 Million
1.04% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,512
shares
|
$2.86 Million
1.01% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
9,511
shares
|
$2.86 Million
1.18% of portfolio
|
Q2 2025
Added 72.52%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
9,492
shares
|
$2.85 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
9,491
shares
|
$2.85 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
9,481
shares
|
$2.85 Million
0.29% of portfolio
|
Q1 2025
Reduced 22.07%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
May 09, 2025 Q1 2025 |
9,478
shares
|
$2.85 Million
1.85% of portfolio
|
Q1 2024
Added 19.97%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
9,477
shares
|
$2.85 Million
1.97% of portfolio
|
Q1 2025
Added 27.93%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
9,474
shares
|
$2.85 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
9,469
shares
|
$2.85 Million
0.42% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
May 15, 2025 Q1 2025 |
9,466
shares
|
$2.85 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
9,416
shares
|
$2.83 Million
4.14% of portfolio
|
Q3 2022
Added 1.1%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
9,380
shares
|
$2.82 Million
1.97% of portfolio
|
Q4 2024
Added 527.42%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
9,380
shares
|
$2.82 Million
0.75% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
9,356
shares
|
$2.81 Million
4.1% of portfolio
|
Q1 2025
Reduced 25.06%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
9,353
shares
|
$2.81 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
9,351
shares
|
$2.81 Million
4.11% of portfolio
|
Q1 2025
Reduced 20.92%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,344
shares
|
$2.81 Million
0.32% of portfolio
|
Q4 2022
Added 16.48%
|