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 |
|---|---|---|---|---|---|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
3,579
shares
|
$1.02 Million
0.49% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
3,575
shares
|
$1.02 Million
0.07% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,568
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
3,566
shares
|
$1.02 Million
0.5% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
3,564
shares
|
$1.02 Million
0.34% of portfolio
|
Q1 2025
Added 47.88%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
3,562
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 33.07%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
3,559
shares
|
$1.01 Million
0.39% of portfolio
|
Q1 2024
Added 9.85%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
3,554
shares
|
$1.01 Million
0.13% of portfolio
|
Q2 2025
Reduced 15.7%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
3,550
shares
|
$1.01 Million
0.67% of portfolio
|
Q2 2025
Added 77.5%
|
|
|
Tang Capital Management LLC
San Diego, CA |
May 15, 2025 Q1 2025 |
3,541
shares
|
$1.01 Million
0.12% of portfolio
|
Q1 2025
Added 53.42%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
3,540
shares
|
$1.01 Million
0.62% of portfolio
|
Q1 2023
Reduced 0.2%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jul 15, 2025 Q2 2025 |
3,533
shares
|
$1.01 Million
1.07% of portfolio
|
Q2 2025
Added 113.47%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
3,528
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
3,528
shares
|
$1.01 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
3,524
shares
|
$1 Million
0.98% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
3,521
shares
|
$1 Million
0.24% of portfolio
|
Q1 2025
Reduced 75.8%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
3,520
shares
|
$1 Million
0.52% of portfolio
|
Q1 2025
Reduced 26.62%
|
|
|
Hudson Canyon Capital Management
New York, NY |
May 12, 2025 Q1 2025 |
3,518
shares
|
$1 Million
1.3% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
3,513
shares
|
$1 Million
0.91% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
3,505
shares
|
$999,380
0.72% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
3,504
shares
|
$999,095
0.41% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Scott Investment Partners LLP
|
Nov 01, 2023 Q3 2023 |
3,500
shares
|
$997,955
4.06% of portfolio
|
Q4 2020
New holding
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
3,478
shares
|
$991,682
1.37% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,474
shares
|
$990,541
0.4% of portfolio
|
Q2 2025
Reduced 26.18%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
3,466
shares
|
$988,260
0.55% of portfolio
|
Q2 2025
Added 438.2%
|