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 |
|---|---|---|---|---|---|
|
Delta Financial Advisors LLC
|
Aug 07, 2025 Q2 2025 |
4,316
shares
|
$1.5 Million
0.48% of portfolio
|
Q2 2025
Added 15.43%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Aug 05, 2025 Q2 2025 |
4,300
shares
|
$1.5 Million
0.39% of portfolio
|
Q2 2025
Added 43.33%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
4,294
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2025
Reduced 32.83%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
4,284
shares
|
$1.49 Million
0.33% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,282
shares
|
$1.49 Million
0.07% of portfolio
|
Q2 2025
Reduced 53.01%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Aug 13, 2025 Q2 2025 |
4,278
shares
|
$1.49 Million
0.31% of portfolio
|
Q2 2025
Reduced 38.8%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
4,274
shares
|
$1.49 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
4,272
shares
|
$1.49 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
4,269
shares
|
$1.49 Million
0.34% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
4,267
shares
|
$1.48 Million
0.08% of portfolio
|
Q2 2025
Reduced 88.98%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
4,265
shares
|
$1.48 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
4,261
shares
|
$1.48 Million
1.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
4,259
shares
|
$1.48 Million
0.18% of portfolio
|
Q3 2023
Added 8.73%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
4,258
shares
|
$1.48 Million
0.2% of portfolio
|
Q2 2025
Reduced 30.05%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
4,245
shares
|
$1.48 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
4,227
shares
|
$1.47 Million
28.16% of portfolio
|
Q4 2023
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
4,214
shares
|
$1.47 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
4,210
shares
|
$1.46 Million
0.61% of portfolio
|
Q2 2025
Added 612.35%
|
|
|
Inkwell Capital LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
4,209
shares
|
$1.46 Million
1.41% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
4,206
shares
|
$1.46 Million
0.09% of portfolio
|
Q2 2025
Reduced 41.57%
|
|
|
Sterling Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
4,193
shares
|
$1.46 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
4,189
shares
|
$1.46 Million
0.16% of portfolio
|
Q2 2025
Reduced 14.0%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
4,187
shares
|
$1.46 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
4,184
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Added 48.0%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
4,170
shares
|
$1.45 Million
0.71% of portfolio
|
Q2 2025
Added 38.4%
|