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 3,961 institutions that hold shares in the stock, with a total of 784 Million shares, which have been reported (via 13F filing form) to have a value of $226 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glassy Mountain Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
9,196
shares
|
$2.65 Million
1.75% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Delaney Dennis R
Boston, MA |
May 06, 2025 Q1 2025 |
9,196
shares
|
$2.65 Million
2.68% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
9,151
shares
|
$2.64 Million
0.48% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
9,133
shares
|
$2.63 Million
0.11% of portfolio
|
Q2 2025
Added 358.25%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
9,121
shares
|
$2.63 Million
0.83% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
9,114
shares
|
$2.63 Million
0.28% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
9,113
shares
|
$2.63 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Sone Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,111
shares
|
$2.62 Million
0.49% of portfolio
|
Q1 2025
Reduced 29.69%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
9,065
shares
|
$2.61 Million
0.3% of portfolio
|
Q1 2025
Added 20.31%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
9,051
shares
|
$2.61 Million
0.25% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
9,019
shares
|
$2.6 Million
0.22% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
9,019
shares
|
$2.6 Million
0.97% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
8,964
shares
|
$2.58 Million
1.85% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
8,955
shares
|
$2.58 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
8,932
shares
|
$2.57 Million
0.61% of portfolio
|
Q1 2025
Added 14.69%
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
8,927
shares
|
$2.57 Million
2.61% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
8,902
shares
|
$2.56 Million
0.49% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
8,894
shares
|
$2.56 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
8,874
shares
|
$2.56 Million
1.42% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
8,851
shares
|
$2.55 Million
0.53% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
8,848
shares
|
$2.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 36.6%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
8,810
shares
|
$2.54 Million
0.26% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
8,802
shares
|
$2.54 Million
0.22% of portfolio
|
Q1 2025
Reduced 24.57%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
8,781
shares
|
$2.53 Million
0.19% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
8,758
shares
|
$2.52 Million
0.22% of portfolio
|
Q3 2021
Added 16.29%
|