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 3,955 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 $221 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
5,612
shares
|
$1.58 Million
2.19% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
5,601
shares
|
$1.58 Million
0.13% of portfolio
|
Q1 2025
Reduced 95.13%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
5,600
shares
|
$1.58 Million
0.07% of portfolio
|
Q1 2025
Added 47.84%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
5,578
shares
|
$1.57 Million
1.03% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
5,576
shares
|
$1.57 Million
0.51% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
5,539
shares
|
$1.56 Million
1.75% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
5,538
shares
|
$1.56 Million
0.98% of portfolio
|
Q2 2025
Added 311.75%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
5,515
shares
|
$1.56 Million
1.84% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
5,491
shares
|
$1.55 Million
0.4% of portfolio
|
Q1 2025
Added 295.32%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
5,476
shares
|
$1.54 Million
0.85% of portfolio
|
Q1 2024
Reduced 8.66%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
5,465
shares
|
$1.54 Million
0.14% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
5,460
shares
|
$1.54 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
5,450
shares
|
$1.54 Million
0.48% of portfolio
|
Q1 2025
Reduced 27.93%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,435
shares
|
$1.53 Million
0.14% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
5,428
shares
|
$1.53 Million
1.28% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,419
shares
|
$1.53 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
5,403
shares
|
$1.52 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
5,393
shares
|
$1.52 Million
0.21% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
5,361
shares
|
$1.51 Million
1.69% of portfolio
|
Q1 2025
Added 17.28%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
5,360
shares
|
$1.51 Million
0.52% of portfolio
|
Q2 2025
Reduced 16.29%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
5,357
shares
|
$1.51 Million
0.06% of portfolio
|
Q1 2025
Added 29.18%
|
|
|
Shay Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,353
shares
|
$1.51 Million
0.46% of portfolio
|
Q1 2025
Added 256.87%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
5,344
shares
|
$1.51 Million
1.45% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
5,334
shares
|
$1.5 Million
1.26% of portfolio
|
Q1 2025
Added 103.9%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
5,322
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 96.96%
|