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 |
|---|---|---|---|---|---|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
5,133
shares
|
$1.45 Million
0.73% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Apr 18, 2025 Q1 2025 |
5,131
shares
|
$1.45 Million
1.74% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Scott & Selber, Inc.
|
Jul 17, 2025 Q2 2025 |
5,123
shares
|
$1.45 Million
0.45% of portfolio
|
Q2 2025
Reduced 36.65%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
5,115
shares
|
$1.44 Million
0.09% of portfolio
|
Q2 2025
Reduced 33.61%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
5,110
shares
|
$1.44 Million
2.28% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
5,095
shares
|
$1.44 Million
0.89% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
May 14, 2025 Q1 2025 |
5,089
shares
|
$1.44 Million
1.76% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
5,084
shares
|
$1.43 Million
0.45% of portfolio
|
Q1 2025
Added 257.78%
|
|
|
Paralel Advisors LLC
|
May 13, 2025 Q1 2025 |
5,079
shares
|
$1.43 Million
0.11% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,058
shares
|
$1.43 Million
0.11% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
5,041
shares
|
$1.42 Million
0.19% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
5,036
shares
|
$1.42 Million
0.61% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
5,036
shares
|
$1.42 Million
1.03% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
5,035
shares
|
$1.42 Million
0.17% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,028
shares
|
$1.42 Million
1.07% of portfolio
|
Q4 2022
Reduced 99.81%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
5,000
shares
|
$1.41 Million
0.15% of portfolio
|
Q2 2025
Reduced 85.2%
|
|
|
Sivik Global Healthcare LLC
Greenwich, CT |
Apr 22, 2025 Q1 2025 |
5,000
shares
|
$1.41 Million
1.42% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Kp Management LLC
Edina, MN |
May 15, 2025 Q1 2025 |
5,000
shares
|
$1.41 Million
0.9% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
4,991
shares
|
$1.41 Million
0.27% of portfolio
|
Q1 2025
Added 14.68%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
4,970
shares
|
$1.4 Million
0.34% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
4,970
shares
|
$1.4 Million
0.74% of portfolio
|
Q1 2025
Added 25.89%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
4,967
shares
|
$1.4 Million
0.48% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
4,964
shares
|
$1.4 Million
0.98% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
4,933
shares
|
$1.39 Million
0.28% of portfolio
|
Q1 2025
Added 166.36%
|
|
|
Tealwood Asset Management Inc
|
Jul 17, 2025 Q2 2025 |
4,924
shares
|
$1.39 Million
0.68% of portfolio
|
Q2 2025
Reduced 2.36%
|