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 |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
5,811
shares
|
$1.67 Million
0.37% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
5,805
shares
|
$1.67 Million
0.22% of portfolio
|
Q1 2025
Added 12.54%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,791
shares
|
$1.67 Million
1.28% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
5,782
shares
|
$1.67 Million
0.36% of portfolio
|
Q1 2025
Reduced 82.16%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
5,776
shares
|
$1.66 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
5,750
shares
|
$1.66 Million
0.29% of portfolio
|
Q1 2025
Reduced 74.19%
|
|
|
Lrt Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
5,748
shares
|
$1.66 Million
2.08% of portfolio
|
Q1 2025
Added 67.73%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
May 14, 2025 Q1 2025 |
5,747
shares
|
$1.66 Million
1.92% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
5,736
shares
|
$1.65 Million
1.59% of portfolio
|
Q1 2025
Reduced 48.47%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
5,722
shares
|
$1.65 Million
0.47% of portfolio
|
Q2 2025
Added 16.94%
|
|
|
Mu Investments Co., Ltd.
|
Nov 07, 2023 Q3 2023 |
5,720
shares
|
$1.65 Million
3.86% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
5,715
shares
|
$1.65 Million
0.04% of portfolio
|
Q1 2025
Reduced 72.95%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
5,706
shares
|
$1.64 Million
3.23% of portfolio
|
Q4 2023
Added 4.58%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jul 07, 2025 Q2 2025 |
5,705
shares
|
$1.64 Million
0.96% of portfolio
|
Q2 2025
Reduced 17.5%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
5,700
shares
|
$1.64 Million
1.23% of portfolio
|
Q1 2025
Added 21.59%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
5,698
shares
|
$1.64 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
5,689
shares
|
$1.64 Million
0.24% of portfolio
|
Q2 2025
Added 14.33%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
5,688
shares
|
$1.64 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
5,676
shares
|
$1.64 Million
0.6% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
5,674
shares
|
$1.63 Million
0.38% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
5,662
shares
|
$1.63 Million
2.13% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
5,630
shares
|
$1.62 Million
2.54% of portfolio
|
Q1 2025
Reduced 19.58%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
5,628
shares
|
$1.62 Million
0.69% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
5,625
shares
|
$1.62 Million
2.3% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
5,612
shares
|
$1.62 Million
2.19% of portfolio
|
Q1 2025
Added 1.14%
|