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 3,935 institutions that hold shares in the stock, with a total of 785 Million shares, which have been reported (via 13F filing form) to have a value of $224 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
4,705
shares
|
$1.34 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
May 01, 2025 Q1 2025 |
4,705
shares
|
$1.34 Million
1.49% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
4,688
shares
|
$1.34 Million
0.61% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
4,685
shares
|
$1.34 Million
0.45% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
4,671
shares
|
$1.33 Million
0.65% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
4,658
shares
|
$1.33 Million
0.19% of portfolio
|
Q1 2025
Reduced 64.06%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
4,656
shares
|
$1.33 Million
0.11% of portfolio
|
Q2 2025
Added 41.26%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
4,638
shares
|
$1.32 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
4,630
shares
|
$1.32 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
4,629
shares
|
$1.32 Million
0.55% of portfolio
|
Q1 2025
Added 182.26%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
4,619
shares
|
$1.32 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
4,618
shares
|
$1.32 Million
0.34% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
4,612
shares
|
$1.32 Million
1.37% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
4,609
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
4,604
shares
|
$1.31 Million
0.23% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
4,584
shares
|
$1.31 Million
0.34% of portfolio
|
Q2 2025
Reduced 14.83%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
4,580
shares
|
$1.31 Million
0.19% of portfolio
|
Q2 2024
Reduced 84.92%
|
|
|
Aft, Forsyth & Sober, LLC
|
May 12, 2025 Q1 2025 |
4,575
shares
|
$1.3 Million
0.88% of portfolio
|
Q3 2021
Added 38.64%
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
4,575
shares
|
$1.3 Million
1.07% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
4,567
shares
|
$1.3 Million
0.52% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
4,557
shares
|
$1.3 Million
1.04% of portfolio
|
Q1 2025
Added 49.07%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
4,555
shares
|
$1.3 Million
0.08% of portfolio
|
Q1 2025
Added 103.17%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
4,555
shares
|
$1.3 Million
0.26% of portfolio
|
Q4 2024
Reduced 56.9%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
4,551
shares
|
$1.3 Million
0.37% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,542
shares
|
$1.3 Million
0.74% of portfolio
|
Q1 2025
Added 9.39%
|