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 |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
4,102
shares
|
$1.17 Million
0.17% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
4,095
shares
|
$1.17 Million
0.67% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
4,094
shares
|
$1.17 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
4,081
shares
|
$1.16 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
4,075
shares
|
$1.16 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
|
$1.16 Million
0.31% of portfolio
|
Q1 2025
Added 13.52%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,066
shares
|
$1.16 Million
1.37% of portfolio
|
Q1 2021
Added 0.1%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
4,056
shares
|
$1.16 Million
0.87% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
4,054
shares
|
$1.16 Million
0.1% of portfolio
|
Q2 2025
Reduced 64.46%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
4,043
shares
|
$1.15 Million
0.14% of portfolio
|
Q1 2025
Added 1613.14%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
4,035
shares
|
$1.15 Million
0.36% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
4,034
shares
|
$1.15 Million
0.51% of portfolio
|
Q1 2025
Added 31.49%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
4,028
shares
|
$1.15 Million
2.09% of portfolio
|
Q4 2023
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
4,026
shares
|
$1.15 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
4,025
shares
|
$1.15 Million
0.79% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
4,013
shares
|
$1.14 Million
0.37% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
4,010
shares
|
$1.14 Million
1.05% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
4,000
shares
|
$1.14 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Red Jay Asset Management Inc.
Toronto, A6 |
Apr 25, 2025 Q1 2025 |
4,000
shares
|
$1.14 Million
1.13% of portfolio
|
Q1 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
3,996
shares
|
$1.14 Million
0.71% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
3,994
shares
|
$1.14 Million
0.87% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3,965
shares
|
$1.13 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
3,963
shares
|
$1.13 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
3,957
shares
|
$1.13 Million
0.82% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
3,946
shares
|
$1.13 Million
0.09% of portfolio
|
Q2 2025
Reduced 19.72%
|