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 |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
4,804
shares
|
$1.67 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
4,772
shares
|
$1.66 Million
0.22% of portfolio
|
Q2 2025
Reduced 64.23%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
4,767
shares
|
$1.66 Million
4.29% of portfolio
|
Q4 2022
Added 24.63%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
4,767
shares
|
$1.66 Million
0.28% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Pacific Capital Partners LTD
London, |
Jul 07, 2025 Q2 2025 |
4,750
shares
|
$1.65 Million
1.39% of portfolio
|
Q2 2025
Reduced 65.45%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
4,749
shares
|
$1.65 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
|
$1.65 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
4,741
shares
|
$1.65 Million
1.29% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,733
shares
|
$1.65 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
4,718
shares
|
$1.64 Million
0.13% of portfolio
|
Q2 2025
Reduced 80.14%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
4,702
shares
|
$1.64 Million
0.16% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Stoneridge Investment Partners LLC
|
Aug 11, 2025 Q2 2025 |
4,699
shares
|
$1.63 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
4,688
shares
|
$1.63 Million
0.61% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,687
shares
|
$1.63 Million
0.08% of portfolio
|
Q2 2025
Added 50.51%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
4,681
shares
|
$1.63 Million
0.08% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
4,674
shares
|
$1.63 Million
0.26% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
4,668
shares
|
$1.62 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
4,656
shares
|
$1.62 Million
0.11% of portfolio
|
Q2 2025
Added 41.26%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
4,655
shares
|
$1.62 Million
0.41% of portfolio
|
Q2 2025
Added 13.68%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,640
shares
|
$1.61 Million
0.16% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
4,638
shares
|
$1.61 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
4,637
shares
|
$1.61 Million
0.52% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
4,637
shares
|
$1.61 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
4,629
shares
|
$1.61 Million
0.55% of portfolio
|
Q1 2025
Added 182.26%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
4,624
shares
|
$1.61 Million
0.19% of portfolio
|
Q2 2025
Added 0.13%
|