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 |
|---|---|---|---|---|---|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,890
shares
|
$1.38 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
4,882
shares
|
$1.38 Million
0.85% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
4,873
shares
|
$1.37 Million
0.5% of portfolio
|
Q2 2025
Added 15.91%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
4,867
shares
|
$1.37 Million
0.23% of portfolio
|
Q1 2025
Added 652.24%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
4,856
shares
|
$1.37 Million
0.09% of portfolio
|
Q1 2025
Reduced 34.99%
|
|
|
Harvey Investment CO LLC
|
Apr 22, 2025 Q1 2025 |
4,846
shares
|
$1.37 Million
0.28% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
4,833
shares
|
$1.36 Million
1.55% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
4,829
shares
|
$1.36 Million
0.67% of portfolio
|
Q1 2025
Added 49.09%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
4,824
shares
|
$1.36 Million
0.73% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,822
shares
|
$1.36 Million
0.27% of portfolio
|
Q2 2023
Added 23.64%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
4,814
shares
|
$1.36 Million
0.71% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
4,811
shares
|
$1.36 Million
0.84% of portfolio
|
Q1 2025
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
May 08, 2025 Q1 2025 |
4,809
shares
|
$1.36 Million
1.74% of portfolio
|
Q1 2025
Added 24.71%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
4,805
shares
|
$1.36 Million
0.21% of portfolio
|
Q1 2025
Added 12.42%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Apr 23, 2025 Q1 2025 |
4,800
shares
|
$1.35 Million
2.31% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Eads & Heald Wealth Management
|
Apr 25, 2025 Q1 2025 |
4,770
shares
|
$1.35 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
4,767
shares
|
$1.34 Million
4.29% of portfolio
|
Q4 2022
Added 24.63%
|
|
|
Ov Management LLC
Minneapolis, MN |
May 13, 2025 Q1 2025 |
4,767
shares
|
$1.34 Million
1.17% of portfolio
|
Q1 2025
Added 51.29%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
May 19, 2025 Q1 2025 |
4,763
shares
|
$1.34 Million
0.97% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Pacific Capital Partners LTD
London, |
Jul 07, 2025 Q2 2025 |
4,750
shares
|
$1.34 Million
1.39% of portfolio
|
Q2 2025
Reduced 65.45%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
4,749
shares
|
$1.34 Million
1.13% of portfolio
|
Q1 2024
Reduced 7.97%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,749
shares
|
$1.34 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
4,741
shares
|
$1.34 Million
1.29% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,733
shares
|
$1.34 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
4,733
shares
|
$1.34 Million
0.54% of portfolio
|
Q1 2025
Added 1.07%
|