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 |
|---|---|---|---|---|---|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
3,677
shares
|
$1.05 Million
0.54% of portfolio
|
Q1 2025
Reduced 16.05%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
3,677
shares
|
$1.05 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
3,670
shares
|
$1.05 Million
0.83% of portfolio
|
Q3 2023
Reduced 24.55%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
3,664
shares
|
$1.04 Million
0.43% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
3,662
shares
|
$1.04 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
3,661
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,652
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
3,646
shares
|
$1.04 Million
0.56% of portfolio
|
Q2 2025
Reduced 23.56%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
3,645
shares
|
$1.04 Million
0.11% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
3,644
shares
|
$1.04 Million
0.07% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
3,643
shares
|
$1.04 Million
1.76% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
3,641
shares
|
$1.04 Million
0.92% of portfolio
|
Q1 2024
Reduced 45.01%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
3,639
shares
|
$1.04 Million
0.69% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Murphy Pohlad Asset Management LLC
|
Apr 17, 2025 Q1 2025 |
3,634
shares
|
$1.04 Million
0.81% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
3,631
shares
|
$1.04 Million
0.52% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,623
shares
|
$1.03 Million
0.25% of portfolio
|
Q2 2024
Added 233.92%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
3,620
shares
|
$1.03 Million
0.11% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
3,615
shares
|
$1.03 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
3,614
shares
|
$1.03 Million
1.18% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
3,603
shares
|
$1.03 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
3,601
shares
|
$1.03 Million
1.13% of portfolio
|
Q4 2022
Added 1.49%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
3,597
shares
|
$1.03 Million
0.13% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,595
shares
|
$1.03 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
3,593
shares
|
$1.02 Million
0.3% of portfolio
|
Q1 2025
Reduced 30.8%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
3,589
shares
|
$1.02 Million
0.45% of portfolio
|
Q1 2025
Reduced 36.29%
|