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 |
|---|---|---|---|---|---|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
5,491
shares
|
$1.91 Million
0.4% of portfolio
|
Q1 2025
Added 295.32%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
5,486
shares
|
$1.91 Million
0.05% of portfolio
|
Q2 2025
Added 20.44%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
5,476
shares
|
$1.91 Million
0.85% of portfolio
|
Q1 2024
Reduced 8.66%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Aug 07, 2025 Q2 2025 |
5,458
shares
|
$1.9 Million
0.95% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
5,446
shares
|
$1.89 Million
0.09% of portfolio
|
Q2 2025
Added 27.06%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
5,436
shares
|
$1.89 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
5,426
shares
|
$1.89 Million
0.19% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,419
shares
|
$1.89 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
5,418
shares
|
$1.88 Million
0.04% of portfolio
|
Q2 2025
Added 29.56%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
5,415
shares
|
$1.88 Million
0.4% of portfolio
|
Q2 2025
Reduced 63.51%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
5,403
shares
|
$1.88 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
5,390
shares
|
$1.88 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
5,388
shares
|
$1.87 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
5,374
shares
|
$1.87 Million
0.44% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
5,372
shares
|
$1.87 Million
0.04% of portfolio
|
Q2 2025
Reduced 17.21%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
5,360
shares
|
$1.86 Million
0.52% of portfolio
|
Q2 2025
Reduced 16.29%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
5,347
shares
|
$1.86 Million
0.13% of portfolio
|
Q2 2025
Reduced 28.36%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
5,344
shares
|
$1.86 Million
1.45% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
5,325
shares
|
$1.85 Million
0.68% of portfolio
|
Q2 2025
Added 66.46%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
5,325
shares
|
$1.85 Million
0.99% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
5,322
shares
|
$1.85 Million
0.03% of portfolio
|
Q2 2025
Reduced 96.96%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
5,312
shares
|
$1.85 Million
0.21% of portfolio
|
Q2 2025
Added 42.45%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
5,303
shares
|
$1.84 Million
0.15% of portfolio
|
Q1 2025
Added 14.41%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Aug 15, 2025 Q2 2025 |
5,300
shares
|
$1.84 Million
1.2% of portfolio
|
Q2 2025
New holding
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
5,300
shares
|
$1.84 Million
1.07% of portfolio
|
Q2 2025
Added 130.43%
|