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 |
|---|---|---|---|---|---|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
3,944
shares
|
$1.12 Million
0.73% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
3,936
shares
|
$1.12 Million
0.12% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
May 15, 2025 Q1 2025 |
3,929
shares
|
$1.12 Million
1.63% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
3,928
shares
|
$1.12 Million
0.52% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
3,924
shares
|
$1.12 Million
0.84% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
3,920
shares
|
$1.12 Million
0.9% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
May 15, 2025 Q1 2025 |
3,905
shares
|
$1.11 Million
1.39% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
3,904
shares
|
$1.11 Million
0.37% of portfolio
|
Q1 2025
Reduced 60.36%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
3,902
shares
|
$1.11 Million
0.25% of portfolio
|
Q1 2025
Added 177.72%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
3,895
shares
|
$1.11 Million
1.05% of portfolio
|
Q1 2025
Reduced 20.02%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
3,892
shares
|
$1.11 Million
0.45% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,892
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.47%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,889
shares
|
$1.11 Million
0.12% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
3,888
shares
|
$1.11 Million
0.17% of portfolio
|
Q2 2025
Added 153.95%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,883
shares
|
$1.11 Million
0.46% of portfolio
|
Q1 2024
Added 6.79%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
3,876
shares
|
$1.11 Million
0.53% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Vista Finance, LLC
|
Apr 16, 2025 Q1 2025 |
3,874
shares
|
$1.1 Million
2.19% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Freedom Day Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
3,867
shares
|
$1.1 Million
0.63% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
3,866
shares
|
$1.1 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,865
shares
|
$1.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 34.0%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
3,858
shares
|
$1.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Agp Franklin, LLC
Franklin, TN |
May 07, 2025 Q1 2025 |
3,857
shares
|
$1.1 Million
1.39% of portfolio
|
Q1 2025
Reduced 36.48%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,855
shares
|
$1.1 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
May 09, 2025 Q1 2025 |
3,850
shares
|
$1.1 Million
1.47% of portfolio
|
Q1 2025
Reduced 23.47%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
3,845
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2025
Added 0.58%
|