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 |
|---|---|---|---|---|---|
|
De Burlo Group Inc
Boston, MA |
May 07, 2025 Q1 2025 |
7,100
shares
|
$2.05 Million
0.55% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
7,071
shares
|
$2.04 Million
1.68% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
7,053
shares
|
$2.03 Million
1.21% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
7,005
shares
|
$2.02 Million
0.82% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
6,996
shares
|
$2.02 Million
0.12% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
6,996
shares
|
$2.02 Million
0.12% of portfolio
|
Q1 2025
Reduced 69.16%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
6,990
shares
|
$2.01 Million
0.9% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Tema Etfs LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,987
shares
|
$2.01 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
6,981
shares
|
$2.01 Million
2.81% of portfolio
|
Q3 2024
Reduced 93.04%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
6,978
shares
|
$2.01 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
6,958
shares
|
$2 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
River Park Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
6,951
shares
|
$2 Million
3.23% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
6,945
shares
|
$2 Million
0.46% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
6,938
shares
|
$2 Million
0.43% of portfolio
|
Q3 2022
Reduced 12.19%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
6,866
shares
|
$1.98 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.36%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
6,836
shares
|
$1.97 Million
1.2% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
6,828
shares
|
$1.97 Million
3.36% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
6,798
shares
|
$1.96 Million
0.83% of portfolio
|
Q1 2025
Reduced 22.84%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,797
shares
|
$1.96 Million
0.27% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
6,794
shares
|
$1.96 Million
0.13% of portfolio
|
Q2 2025
Added 99.82%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
6,782
shares
|
$1.95 Million
0.93% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
6,779
shares
|
$1.95 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
6,776
shares
|
$1.95 Million
0.78% of portfolio
|
Q1 2025
Added 15.43%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
6,764
shares
|
$1.95 Million
1.23% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
6,762
shares
|
$1.95 Million
1.01% of portfolio
|
Q2 2025
Added 86.95%
|