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 |
|---|---|---|---|---|---|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
7,665
shares
|
$2.21 Million
1.1% of portfolio
|
Q4 2024
Reduced 18.69%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
7,663
shares
|
$2.21 Million
0.9% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
7,663
shares
|
$2.21 Million
0.38% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Shayne & Co., LLC
|
May 02, 2025 Q1 2025 |
7,640
shares
|
$2.2 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
7,614
shares
|
$2.19 Million
0.31% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
7,609
shares
|
$2.19 Million
3.23% of portfolio
|
Q2 2022
Reduced 0.54%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
7,585
shares
|
$2.19 Million
0.03% of portfolio
|
Q1 2025
Reduced 59.53%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
7,574
shares
|
$2.18 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
7,548
shares
|
$2.17 Million
1.04% of portfolio
|
Q2 2025
Added 35.39%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
7,545
shares
|
$2.17 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
May 13, 2025 Q1 2025 |
7,500
shares
|
$2.16 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
7,496
shares
|
$2.16 Million
0.13% of portfolio
|
Q1 2025
Reduced 12.79%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,487
shares
|
$2.16 Million
0.98% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
7,483
shares
|
$2.16 Million
0.94% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
7,480
shares
|
$2.15 Million
0.26% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
May 14, 2025 Q1 2025 |
7,467
shares
|
$2.15 Million
2.98% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
7,464
shares
|
$2.15 Million
0.34% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
7,462
shares
|
$2.15 Million
1.34% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
7,456
shares
|
$2.15 Million
0.99% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
7,422
shares
|
$2.14 Million
0.5% of portfolio
|
Q2 2024
Reduced 4.86%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
7,417
shares
|
$2.14 Million
0.09% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,403
shares
|
$2.13 Million
0.61% of portfolio
|
Q4 2022
Added 23.65%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
7,398
shares
|
$2.13 Million
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
7,381
shares
|
$2.13 Million
0.34% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
7,368
shares
|
$2.12 Million
1.52% of portfolio
|
Q2 2025
New holding
|