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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
8,750
shares
|
$2.52 Million
0.43% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
8,706
shares
|
$2.51 Million
0.4% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
8,704
shares
|
$2.51 Million
0.37% of portfolio
|
Q1 2025
Reduced 28.87%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,695
shares
|
$2.5 Million
0.7% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
8,660
shares
|
$2.49 Million
0.14% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
8,648
shares
|
$2.49 Million
0.09% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Alcosta Capital Management, Inc.
San Ramon, CA |
May 14, 2025 Q1 2025 |
8,638
shares
|
$2.49 Million
3.11% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
8,628
shares
|
$2.49 Million
0.1% of portfolio
|
Q1 2025
Reduced 96.17%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
8,592
shares
|
$2.48 Million
0.43% of portfolio
|
Q1 2025
Added 12.11%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
8,585
shares
|
$2.47 Million
0.6% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
8,570
shares
|
$2.47 Million
0.92% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
8,556
shares
|
$2.46 Million
0.31% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
8,521
shares
|
$2.45 Million
2.19% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
May 12, 2025 Q1 2025 |
8,519
shares
|
$2.45 Million
1.57% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
8,478
shares
|
$2.44 Million
1.05% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
8,455
shares
|
$2.44 Million
1.03% of portfolio
|
Q2 2025
Added 201.21%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
8,454
shares
|
$2.44 Million
0.92% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Lindenwold Advisors
|
May 08, 2025 Q1 2025 |
8,451
shares
|
$2.43 Million
2.53% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
8,442
shares
|
$2.43 Million
0.46% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Dempze Nancy E
|
May 06, 2025 Q1 2025 |
8,436
shares
|
$2.43 Million
2.92% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
8,420
shares
|
$2.43 Million
0.76% of portfolio
|
Q1 2025
Added 350.27%
|
|
|
Ccm Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
8,416
shares
|
$2.42 Million
0.29% of portfolio
|
Q2 2025
Reduced 73.09%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
8,416
shares
|
$2.42 Million
0.31% of portfolio
|
Q1 2025
Added 64.09%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
8,405
shares
|
$2.42 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
8,404
shares
|
$2.42 Million
0.54% of portfolio
|
Q1 2025
Added 4.1%
|