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 |
|---|---|---|---|---|---|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
7,327
shares
|
$2.11 Million
0.99% of portfolio
|
Q1 2025
New holding
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
7,312
shares
|
$2.11 Million
1.53% of portfolio
|
Q2 2025
Added 115.38%
|
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
7,283
shares
|
$2.1 Million
1.92% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
7,282
shares
|
$2.1 Million
1.84% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
7,272
shares
|
$2.09 Million
0.17% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
7,262
shares
|
$2.09 Million
0.82% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
7,256
shares
|
$2.09 Million
1.13% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
7,249
shares
|
$2.09 Million
0.15% of portfolio
|
Q2 2025
Added 59.32%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
7,245
shares
|
$2.09 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
7,212
shares
|
$2.08 Million
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
7,198
shares
|
$2.07 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
7,187
shares
|
$2.07 Million
0.21% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
7,186
shares
|
$2.07 Million
0.06% of portfolio
|
Q2 2025
Reduced 42.05%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
7,182
shares
|
$2.07 Million
1.29% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
7,149
shares
|
$2.06 Million
0.32% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Jul 17, 2025 Q2 2025 |
7,149
shares
|
$2.06 Million
2.04% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Arlington Partners LLC
|
Jul 14, 2025 Q2 2025 |
7,144
shares
|
$2.06 Million
0.9% of portfolio
|
Q2 2025
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
7,142
shares
|
$2.06 Million
0.31% of portfolio
|
Q3 2022
Added 1.98%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,142
shares
|
$2.06 Million
0.48% of portfolio
|
Q1 2024
New holding
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
7,141
shares
|
$2.06 Million
0.52% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
7,124
shares
|
$2.05 Million
0.25% of portfolio
|
Q1 2025
Added 254.08%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
7,123
shares
|
$2.05 Million
3.7% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,115
shares
|
$2.05 Million
0.15% of portfolio
|
Q2 2024
Reduced 12.39%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
May 07, 2025 Q1 2025 |
7,115
shares
|
$2.05 Million
2.69% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
7,112
shares
|
$2.05 Million
2.15% of portfolio
|
Q3 2022
Added 0.45%
|