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 |
|---|---|---|---|---|---|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
3,474
shares
|
$1.21 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
3,469
shares
|
$1.21 Million
0.4% of portfolio
|
Q2 2025
Reduced 31.12%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
3,466
shares
|
$1.21 Million
0.55% of portfolio
|
Q2 2025
Added 438.2%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
3,464
shares
|
$1.21 Million
0.15% of portfolio
|
Q2 2025
Reduced 48.4%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
3,464
shares
|
$1.21 Million
0.41% of portfolio
|
Q2 2025
Added 271.67%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
3,460
shares
|
$1.2 Million
0.18% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,450
shares
|
$1.2 Million
0.22% of portfolio
|
Q4 2022
Reduced 5.48%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
3,448
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 34.39%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
3,440
shares
|
$1.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 31.99%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
3,437
shares
|
$1.2 Million
0.14% of portfolio
|
Q2 2025
Reduced 44.67%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
3,434
shares
|
$1.19 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
3,431
shares
|
$1.19 Million
0.14% of portfolio
|
Q2 2025
Reduced 10.51%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,425
shares
|
$1.19 Million
0.04% of portfolio
|
Q1 2024
Reduced 30.16%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,422
shares
|
$1.19 Million
0.27% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
3,422
shares
|
$1.19 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,416
shares
|
$1.19 Million
0.15% of portfolio
|
Q4 2024
Added 213.97%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
3,414
shares
|
$1.19 Million
0.32% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
3,403
shares
|
$1.18 Million
0.32% of portfolio
|
Q2 2025
Added 10.31%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
3,400
shares
|
$1.18 Million
0.15% of portfolio
|
Q3 2022
Reduced 18.56%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
3,382
shares
|
$1.18 Million
0.37% of portfolio
|
Q1 2023
Added 0.33%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,369
shares
|
$1.17 Million
0.68% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
3,365
shares
|
$1.17 Million
0.46% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
3,362
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
3,361
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.3%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,352
shares
|
$1.17 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.95%
|