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 |
|---|---|---|---|---|---|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
6,762
shares
|
$1.95 Million
0.88% of portfolio
|
Q1 2025
Added 196.97%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,741
shares
|
$1.94 Million
0.52% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
6,726
shares
|
$1.94 Million
0.09% of portfolio
|
Q2 2025
Reduced 21.04%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
6,713
shares
|
$1.93 Million
0.55% of portfolio
|
Q1 2025
Reduced 28.68%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
6,698
shares
|
$1.93 Million
0.04% of portfolio
|
Q1 2025
Reduced 69.7%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,682
shares
|
$1.92 Million
0.35% of portfolio
|
Q4 2022
Reduced 1.49%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
6,680
shares
|
$1.92 Million
0.6% of portfolio
|
Q2 2025
Added 53.81%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
6,680
shares
|
$1.92 Million
0.19% of portfolio
|
Q1 2025
Reduced 16.41%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
6,662
shares
|
$1.92 Million
1.29% of portfolio
|
Q1 2025
Added 560.81%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
6,650
shares
|
$1.92 Million
1.45% of portfolio
|
Q1 2025
Added 22.33%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
6,631
shares
|
$1.91 Million
2.06% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
6,623
shares
|
$1.91 Million
0.13% of portfolio
|
Q2 2025
Reduced 66.95%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
6,588
shares
|
$1.9 Million
0.31% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
6,581
shares
|
$1.9 Million
0.5% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
6,580
shares
|
$1.9 Million
1.23% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
May 14, 2025 Q1 2025 |
6,576
shares
|
$1.89 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Birch Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
6,551
shares
|
$1.89 Million
1.85% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
6,541
shares
|
$1.88 Million
0.16% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
6,516
shares
|
$1.88 Million
0.11% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
6,497
shares
|
$1.87 Million
0.49% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
6,489
shares
|
$1.87 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
6,484
shares
|
$1.87 Million
0.08% of portfolio
|
Q2 2025
Reduced 72.37%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
6,483
shares
|
$1.87 Million
1.2% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
6,482
shares
|
$1.87 Million
2.02% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
6,477
shares
|
$1.87 Million
0.62% of portfolio
|
Q1 2025
Reduced 19.62%
|