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 4,009 institutions that hold shares in the stock, with a total of 785 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 |
|---|---|---|---|---|---|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
8,160
shares
|
$2.45 Million
1.13% of portfolio
|
Q1 2025
Reduced 17.28%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
8,156
shares
|
$2.45 Million
0.46% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
8,120
shares
|
$2.44 Million
1.2% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
8,102
shares
|
$2.44 Million
1.11% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
8,100
shares
|
$2.43 Million
0.01% of portfolio
|
Q1 2025
Added 145.45%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
8,090
shares
|
$2.43 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
8,089
shares
|
$2.43 Million
1.24% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Scott & Selber, Inc.
|
Apr 24, 2025 Q1 2025 |
8,087
shares
|
$2.43 Million
1.36% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
8,006
shares
|
$2.41 Million
2.26% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Panoramic Capital, LLC
Larkspur, CA |
May 15, 2025 Q1 2025 |
8,000
shares
|
$2.4 Million
4.84% of portfolio
|
Q1 2025
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
7,999
shares
|
$2.4 Million
2.59% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
7,978
shares
|
$2.4 Million
1.45% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
7,960
shares
|
$2.39 Million
1.11% of portfolio
|
Q1 2025
Added 151.98%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
7,957
shares
|
$2.39 Million
0.84% of portfolio
|
Q4 2024
Added 17.64%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
7,948
shares
|
$2.39 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
7,916
shares
|
$2.38 Million
0.77% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
7,898
shares
|
$2.37 Million
0.34% of portfolio
|
Q1 2025
Added 252.12%
|
|
|
Notis Mc Conarty Edward
|
May 06, 2025 Q1 2025 |
7,896
shares
|
$2.37 Million
2.17% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
7,889
shares
|
$2.37 Million
0.86% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
7,886
shares
|
$2.37 Million
1.72% of portfolio
|
Q1 2024
Added 8.71%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
7,852
shares
|
$2.36 Million
1.16% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
7,847
shares
|
$2.36 Million
1.12% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
7,844
shares
|
$2.36 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
7,838
shares
|
$2.36 Million
0.16% of portfolio
|
Q1 2025
Reduced 20.91%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Apr 18, 2025 Q1 2025 |
7,802
shares
|
$2.35 Million
1.77% of portfolio
|
Q1 2025
Reduced 3.14%
|