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 |
|---|---|---|---|---|---|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
4,452
shares
|
$1.55 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Cox Capital Mgt LLC
|
Jul 16, 2025 Q2 2025 |
4,443
shares
|
$1.55 Million
0.98% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
4,437
shares
|
$1.54 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy Pohlad Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
4,425
shares
|
$1.54 Million
0.59% of portfolio
|
Q2 2025
Added 21.77%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
4,420
shares
|
$1.54 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
4,419
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.51%
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
4,418
shares
|
$1.54 Million
0.38% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
4,412
shares
|
$1.53 Million
0.22% of portfolio
|
Q2 2025
Added 217.18%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
4,410
shares
|
$1.53 Million
1.61% of portfolio
|
Q2 2025
Added 262.96%
|
|
|
Humankind Investments LLC
|
Aug 14, 2025 Q2 2025 |
4,399
shares
|
$1.53 Million
0.34% of portfolio
|
Q2 2025
Added 34.73%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
Aug 15, 2025 Q2 2025 |
4,398
shares
|
$1.53 Million
1.07% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
4,384
shares
|
$1.53 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
4,383
shares
|
$1.52 Million
0.48% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,377
shares
|
$1.52 Million
0.57% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
4,375
shares
|
$1.52 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
4,371
shares
|
$1.52 Million
0.89% of portfolio
|
Q4 2023
Reduced 2.61%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
4,370
shares
|
$1.52 Million
0.7% of portfolio
|
Q2 2025
Added 46.79%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
4,365
shares
|
$1.52 Million
1.12% of portfolio
|
Q2 2025
Reduced 14.58%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
4,355
shares
|
$1.52 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,352
shares
|
$1.51 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
4,346
shares
|
$1.51 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
4,334
shares
|
$1.51 Million
0.14% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
4,329
shares
|
$1.51 Million
0.04% of portfolio
|
Q2 2025
Added 17.73%
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
4,326
shares
|
$1.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 92.96%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
4,321
shares
|
$1.5 Million
0.13% of portfolio
|
Q2 2025
Reduced 31.59%
|