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 |
|---|---|---|---|---|---|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
4,035
shares
|
$1.4 Million
0.36% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
4,028
shares
|
$1.4 Million
2.09% of portfolio
|
Q4 2023
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
4,020
shares
|
$1.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
4,016
shares
|
$1.4 Million
0.23% of portfolio
|
Q2 2025
Added 17.19%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
4,005
shares
|
$1.39 Million
0.65% of portfolio
|
Q2 2025
Added 85.16%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
4,003
shares
|
$1.39 Million
0.45% of portfolio
|
Q2 2025
Added 81.05%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
4,000
shares
|
$1.39 Million
0.45% of portfolio
|
Q2 2025
Reduced 19.42%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,994
shares
|
$1.39 Million
0.13% of portfolio
|
Q2 2025
Added 53.91%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
3,984
shares
|
$1.39 Million
0.51% of portfolio
|
Q2 2025
Added 18.43%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
3,978
shares
|
$1.38 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
3,966
shares
|
$1.38 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
3,957
shares
|
$1.38 Million
0.82% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
3,946
shares
|
$1.37 Million
0.09% of portfolio
|
Q2 2025
Reduced 19.72%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
3,924
shares
|
$1.37 Million
0.17% of portfolio
|
Q2 2025
Reduced 24.81%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
3,904
shares
|
$1.36 Million
0.37% of portfolio
|
Q1 2025
Reduced 60.36%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,892
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.47%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
3,888
shares
|
$1.35 Million
0.17% of portfolio
|
Q2 2025
Added 153.95%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,883
shares
|
$1.35 Million
0.46% of portfolio
|
Q1 2024
Added 6.79%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
3,876
shares
|
$1.35 Million
0.53% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
3,872
shares
|
$1.35 Million
0.18% of portfolio
|
Q2 2025
Reduced 10.39%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
3,866
shares
|
$1.34 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
3,860
shares
|
$1.34 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
3,858
shares
|
$1.34 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,855
shares
|
$1.34 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
3,852
shares
|
$1.34 Million
0.3% of portfolio
|
Q2 2025
Reduced 17.53%
|