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 |
|---|---|---|---|---|---|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
4,407
shares
|
$1.26 Million
0.64% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
4,403
shares
|
$1.26 Million
0.75% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Affinity Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,397
shares
|
$1.25 Million
1.89% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
4,384
shares
|
$1.25 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
4,383
shares
|
$1.25 Million
0.48% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,377
shares
|
$1.25 Million
0.57% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
4,371
shares
|
$1.25 Million
0.89% of portfolio
|
Q4 2023
Reduced 2.61%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
4,370
shares
|
$1.25 Million
0.7% of portfolio
|
Q2 2025
Added 46.79%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
4,366
shares
|
$1.24 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
4,354
shares
|
$1.24 Million
0.26% of portfolio
|
Q1 2025
Added 34.01%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,352
shares
|
$1.24 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
4,346
shares
|
$1.24 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,341
shares
|
$1.24 Million
0.03% of portfolio
|
Q1 2025
Added 172.33%
|
|
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
4,338
shares
|
$1.24 Million
0.07% of portfolio
|
Q1 2025
Reduced 69.38%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
4,331
shares
|
$1.23 Million
0.71% of portfolio
|
Q1 2025
Added 16.02%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
4,326
shares
|
$1.23 Million
0.26% of portfolio
|
Q1 2025
Reduced 42.9%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
4,325
shares
|
$1.23 Million
1.14% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
4,324
shares
|
$1.23 Million
0.35% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
4,321
shares
|
$1.23 Million
0.37% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
4,320
shares
|
$1.23 Million
0.15% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
4,303
shares
|
$1.23 Million
0.2% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
4,296
shares
|
$1.22 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
4,289
shares
|
$1.22 Million
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
4,286
shares
|
$1.22 Million
0.13% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,282
shares
|
$1.22 Million
0.07% of portfolio
|
Q2 2025
Reduced 53.01%
|