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 3,769 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
7,665
shares
|
$2.67 Million
1.1% of portfolio
|
Q4 2024
Reduced 18.69%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
7,663
shares
|
$2.67 Million
0.9% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
7,648
shares
|
$2.66 Million
0.21% of portfolio
|
Q2 2025
Reduced 16.42%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
7,641
shares
|
$2.66 Million
0.08% of portfolio
|
Q2 2025
Added 26.8%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
7,609
shares
|
$2.65 Million
3.23% of portfolio
|
Q2 2022
Reduced 0.54%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,570
shares
|
$2.63 Million
0.03% of portfolio
|
Q2 2025
Added 64.24%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
7,555
shares
|
$2.63 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Shayne & Co., LLC
|
Jul 24, 2025 Q2 2025 |
7,550
shares
|
$2.63 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
7,548
shares
|
$2.63 Million
1.04% of portfolio
|
Q2 2025
Added 35.39%
|
|
|
Fosun International LTD
|
Aug 14, 2025 Q2 2025 |
7,537
shares
|
$2.62 Million
1.45% of portfolio
|
Q2 2025
Added 46.15%
|
|
|
Udine Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
7,529
shares
|
$2.62 Million
1.39% of portfolio
|
Q2 2025
New holding
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Aug 12, 2025 Q2 2025 |
7,505
shares
|
$2.61 Million
0.42% of portfolio
|
Q2 2025
Added 14.13%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,487
shares
|
$2.6 Million
0.98% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
7,473
shares
|
$2.6 Million
0.06% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
7,469
shares
|
$2.6 Million
0.21% of portfolio
|
Q2 2025
Added 66.76%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
7,462
shares
|
$2.6 Million
1.34% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
7,461
shares
|
$2.6 Million
0.81% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Game Creek Capital, LP
Boston, MA |
Aug 14, 2025 Q2 2025 |
7,450
shares
|
$2.59 Million
1.05% of portfolio
|
Q2 2025
New holding
|
|
|
Signet Investment Advisory Group, Inc.
|
Aug 01, 2025 Q2 2025 |
7,448
shares
|
$2.59 Million
1.19% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
7,441
shares
|
$2.59 Million
1.77% of portfolio
|
Q2 2025
Reduced 20.47%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
7,434
shares
|
$2.59 Million
0.41% of portfolio
|
Q2 2025
Reduced 53.12%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
7,427
shares
|
$2.58 Million
0.49% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
7,422
shares
|
$2.58 Million
0.5% of portfolio
|
Q2 2024
Reduced 4.86%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
7,417
shares
|
$2.58 Million
1.37% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,403
shares
|
$2.58 Million
0.61% of portfolio
|
Q4 2022
Added 23.65%
|