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 |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
6,823
shares
|
$2.37 Million
0.22% of portfolio
|
Q2 2025
Reduced 89.72%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Aug 14, 2025 Q2 2025 |
6,818
shares
|
$2.37 Million
2.14% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
6,816
shares
|
$2.37 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
6,794
shares
|
$2.36 Million
0.13% of portfolio
|
Q2 2025
Added 99.82%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
6,779
shares
|
$2.36 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
6,776
shares
|
$2.36 Million
0.43% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
6,762
shares
|
$2.35 Million
1.01% of portfolio
|
Q2 2025
Added 86.95%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
6,761
shares
|
$2.35 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,751
shares
|
$2.35 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
6,740
shares
|
$2.34 Million
0.09% of portfolio
|
Q2 2025
Reduced 39.98%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
6,739
shares
|
$2.34 Million
0.4% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
6,739
shares
|
$2.34 Million
0.21% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,738
shares
|
$2.34 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
6,726
shares
|
$2.34 Million
0.09% of portfolio
|
Q2 2025
Reduced 21.04%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
6,714
shares
|
$2.34 Million
0.27% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Constitution Capital LLC
Shelton, CT |
Aug 13, 2025 Q2 2025 |
6,702
shares
|
$2.33 Million
1.08% of portfolio
|
Q2 2025
Reduced 24.92%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
6,694
shares
|
$2.33 Million
0.57% of portfolio
|
Q2 2025
Added 161.48%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,682
shares
|
$2.32 Million
0.35% of portfolio
|
Q4 2022
Reduced 1.49%
|
|
|
Capital Wealth Planning, LLC
|
Aug 07, 2025 Q2 2025 |
6,681
shares
|
$2.32 Million
0.02% of portfolio
|
Q2 2025
Reduced 99.27%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
6,680
shares
|
$2.32 Million
0.6% of portfolio
|
Q2 2025
Added 53.81%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
6,629
shares
|
$2.31 Million
0.1% of portfolio
|
Q2 2025
Reduced 14.66%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
6,623
shares
|
$2.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 66.95%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
6,622
shares
|
$2.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 84.3%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
6,611
shares
|
$2.3 Million
0.49% of portfolio
|
Q2 2025
Added 2555.02%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
6,587
shares
|
$2.29 Million
0.07% of portfolio
|
Q2 2025
Added 161.7%
|