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 3,955 institutions that hold shares in the stock, with a total of 784 Million shares, which have been reported (via 13F filing form) to have a value of $221 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
3,842
shares
|
$1.08 Million
0.38% of portfolio
|
Q1 2025
Added 10.72%
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
3,834
shares
|
$1.08 Million
0.3% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
3,826
shares
|
$1.08 Million
0.35% of portfolio
|
Q1 2025
Added 0.05%
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
3,824
shares
|
$1.08 Million
0.3% of portfolio
|
Q2 2025
Added 3.94%
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
3,824
shares
|
$1.08 Million
0.78% of portfolio
|
Q1 2025
Added 5.84%
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
3,822
shares
|
$1.08 Million
0.15% of portfolio
|
Q2 2025
Added 3.86%
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
3,804
shares
|
$1.07 Million
0.21% of portfolio
|
Q2 2025
Reduced 77.57%
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,801
shares
|
$1.07 Million
2.16% of portfolio
|
Q4 2023
Reduced 22.84%
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
3,800
shares
|
$1.07 Million
0.63% of portfolio
|
Q2 2025
Added 1800.0%
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
3,792
shares
|
$1.07 Million
1.72% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
3,782
shares
|
$1.07 Million
0.23% of portfolio
|
Q1 2025
Added 1.34%
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
3,772
shares
|
$1.06 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
3,767
shares
|
$1.06 Million
1.03% of portfolio
|
Q1 2025
Added 17.39%
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
3,767
shares
|
$1.06 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
3,754
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2025
Added 20.59%
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
3,748
shares
|
$1.06 Million
0.53% of portfolio
|
Q1 2025
Reduced 15.87%
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
3,739
shares
|
$1.05 Million
0.75% of portfolio
|
Q1 2025
Added 0.94%
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
3,731
shares
|
$1.05 Million
0.59% of portfolio
|
Q1 2025
Added 4.33%
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,728
shares
|
$1.05 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
3,724
shares
|
$1.05 Million
0.2% of portfolio
|
Q2 2025
Reduced 12.99%
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
3,723
shares
|
$1.05 Million
0.72% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
Townsend & Associates, Inc
|
Apr 25, 2025 Q1 2025 |
3,720
shares
|
$1.05 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
3,717
shares
|
$1.05 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
3,686
shares
|
$1.04 Million
0.48% of portfolio
|
Q2 2025
Reduced 60.33%
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,684
shares
|
$1.04 Million
0.31% of portfolio
|
Q1 2025
Added 27.47%
|