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 |
|---|---|---|---|---|---|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
5,316
shares
|
$1.5 Million
1.3% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
5,312
shares
|
$1.5 Million
0.21% of portfolio
|
Q2 2025
Added 42.45%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
5,300
shares
|
$1.5 Million
1.07% of portfolio
|
Q2 2025
Added 130.43%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
5,297
shares
|
$1.49 Million
0.72% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
5,290
shares
|
$1.49 Million
0.17% of portfolio
|
Q1 2025
Reduced 11.57%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
5,275
shares
|
$1.49 Million
1.39% of portfolio
|
Q1 2024
Added 2.55%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,263
shares
|
$1.48 Million
0.08% of portfolio
|
Q1 2025
Added 13.55%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
5,255
shares
|
$1.48 Million
0.07% of portfolio
|
Q1 2025
Reduced 22.75%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
5,254
shares
|
$1.48 Million
1.25% of portfolio
|
Q4 2023
Added 12.99%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
5,234
shares
|
$1.48 Million
0.26% of portfolio
|
Q1 2025
Reduced 17.57%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
5,221
shares
|
$1.47 Million
0.78% of portfolio
|
Q1 2025
Added 16.96%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
5,219
shares
|
$1.47 Million
0.43% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,215
shares
|
$1.47 Million
0.08% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,213
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 78.16%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
5,200
shares
|
$1.47 Million
0.22% of portfolio
|
Q1 2025
Added 36.84%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
May 01, 2025 Q1 2025 |
5,191
shares
|
$1.46 Million
1.5% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,181
shares
|
$1.46 Million
0.74% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
5,166
shares
|
$1.46 Million
0.34% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Fosun International LTD
|
May 14, 2025 Q1 2025 |
5,157
shares
|
$1.45 Million
2.9% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
5,157
shares
|
$1.45 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
5,153
shares
|
$1.45 Million
1.08% of portfolio
|
Q2 2023
Reduced 8.47%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
5,145
shares
|
$1.45 Million
0.87% of portfolio
|
Q2 2025
Added 29.99%
|
|
|
Delta Global Management LP
New York, NY |
May 15, 2025 Q1 2025 |
5,140
shares
|
$1.45 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Apr 30, 2025 Q1 2025 |
5,138
shares
|
$1.45 Million
1.88% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
5,135
shares
|
$1.45 Million
0.48% of portfolio
|
Q1 2025
Reduced 31.96%
|