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 |
|---|---|---|---|---|---|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
4,621
shares
|
$1.61 Million
0.27% of portfolio
|
Q2 2025
Added 172.63%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
4,619
shares
|
$1.61 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
4,613
shares
|
$1.6 Million
0.31% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
4,606
shares
|
$1.6 Million
0.05% of portfolio
|
Q2 2025
Added 26.4%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
4,604
shares
|
$1.6 Million
0.23% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
4,587
shares
|
$1.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 24.47%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
4,584
shares
|
$1.59 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
|
$1.59 Million
0.19% of portfolio
|
Q2 2024
Reduced 84.92%
|
|
|
Aft, Forsyth & Sober, LLC
|
Aug 14, 2025 Q2 2025 |
4,575
shares
|
$1.59 Million
0.49% of portfolio
|
Q3 2021
Added 38.64%
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
4,570
shares
|
$1.59 Million
0.56% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
4,557
shares
|
$1.59 Million
0.19% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
4,557
shares
|
$1.59 Million
1.02% of portfolio
|
Q2 2025
Added 227750.0%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
4,555
shares
|
$1.58 Million
0.14% of portfolio
|
Q4 2024
Reduced 56.9%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
4,551
shares
|
$1.58 Million
0.37% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
4,536
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Added 89.16%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
4,533
shares
|
$1.58 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
4,525
shares
|
$1.57 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
4,525
shares
|
$1.57 Million
0.32% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
4,523
shares
|
$1.57 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,521
shares
|
$1.57 Million
0.22% of portfolio
|
Q3 2022
Reduced 1.63%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
4,510
shares
|
$1.57 Million
0.03% of portfolio
|
Q2 2025
Added 57.53%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,509
shares
|
$1.57 Million
0.18% of portfolio
|
Q2 2025
Added 689.67%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
4,495
shares
|
$1.56 Million
1.08% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
4,471
shares
|
$1.56 Million
2.03% of portfolio
|
Q1 2025
Added 18.88%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
4,457
shares
|
$1.55 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.74%
|