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 |
|---|---|---|---|---|---|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
6,310
shares
|
$1.82 Million
0.87% of portfolio
|
Q4 2022
Added 9.19%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
6,309
shares
|
$1.82 Million
0.65% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 07, 2025 Q2 2025 |
6,305
shares
|
$1.82 Million
1.22% of portfolio
|
Q2 2025
Added 63.85%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
6,289
shares
|
$1.81 Million
1.03% of portfolio
|
Q1 2025
Added 60.07%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
6,273
shares
|
$1.81 Million
0.9% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
6,273
shares
|
$1.81 Million
0.16% of portfolio
|
Q2 2025
Reduced 19.94%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
6,272
shares
|
$1.81 Million
0.49% of portfolio
|
Q1 2025
Reduced 42.43%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
6,272
shares
|
$1.81 Million
2.6% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,265
shares
|
$1.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
6,213
shares
|
$1.79 Million
0.34% of portfolio
|
Q2 2025
Reduced 64.04%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
6,166
shares
|
$1.78 Million
0.35% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,162
shares
|
$1.78 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
6,142
shares
|
$1.77 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
6,140
shares
|
$1.77 Million
0.25% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
6,130
shares
|
$1.77 Million
0.19% of portfolio
|
Q2 2025
Reduced 67.18%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
6,119
shares
|
$1.76 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
6,112
shares
|
$1.76 Million
0.41% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,109
shares
|
$1.76 Million
0.34% of portfolio
|
Q2 2025
Added 21.96%
|
|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
6,090
shares
|
$1.75 Million
1.4% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
6,087
shares
|
$1.75 Million
0.51% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Apr 21, 2025 Q1 2025 |
6,077
shares
|
$1.75 Million
0.87% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
6,073
shares
|
$1.75 Million
0.14% of portfolio
|
Q1 2025
Reduced 42.74%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
6,059
shares
|
$1.75 Million
0.55% of portfolio
|
Q4 2022
Added 4.66%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
6,043
shares
|
$1.74 Million
0.52% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
6,026
shares
|
$1.74 Million
0.11% of portfolio
|
Q1 2025
Added 16.81%
|