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 3,900 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 $219 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
4,241
shares
|
$1.18 Million
0.32% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Inkwell Capital LLC
Miami, FL |
May 13, 2025 Q1 2025 |
4,237
shares
|
$1.18 Million
2.42% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
4,232
shares
|
$1.18 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
4,227
shares
|
$1.18 Million
28.16% of portfolio
|
Q4 2023
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
4,225
shares
|
$1.18 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
4,224
shares
|
$1.18 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
4,217
shares
|
$1.17 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
4,211
shares
|
$1.17 Million
1.63% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
4,207
shares
|
$1.17 Million
2.06% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
4,202
shares
|
$1.17 Million
0.61% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
4,189
shares
|
$1.17 Million
0.16% of portfolio
|
Q2 2025
Reduced 14.0%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
4,184
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Added 48.0%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
4,182
shares
|
$1.17 Million
0.05% of portfolio
|
Q1 2025
Reduced 18.29%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
4,162
shares
|
$1.16 Million
0.41% of portfolio
|
Q4 2022
Added 0.77%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
4,141
shares
|
$1.15 Million
2.27% of portfolio
|
Q3 2022
Reduced 80.64%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
4,125
shares
|
$1.15 Million
0.17% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
4,125
shares
|
$1.15 Million
0.61% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,120
shares
|
$1.15 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4,107
shares
|
$1.14 Million
0.18% of portfolio
|
Q2 2025
Reduced 71.8%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
4,102
shares
|
$1.14 Million
0.17% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
4,095
shares
|
$1.14 Million
0.67% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
4,094
shares
|
$1.14 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
4,081
shares
|
$1.14 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
4,075
shares
|
$1.14 Million
0.34% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
4,073
shares
|
$1.13 Million
0.31% of portfolio
|
Q1 2025
Added 13.52%
|