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 |
---|---|---|---|---|---|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
3,464
shares
|
$977,332
0.41% of portfolio
|
Q2 2025
Added 271.67%
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
3,462
shares
|
$976,768
0.3% of portfolio
|
Q1 2025
Added 0.32%
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
3,460
shares
|
$976,204
0.18% of portfolio
|
Q2 2025
Added 1.2%
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,457
shares
|
$975,357
0.15% of portfolio
|
Q1 2025
New holding
|
|
Commons Capital, LLC
Needham, MA |
May 12, 2025 Q1 2025 |
3,454
shares
|
$974,511
1.67% of portfolio
|
Q1 2025
Added 0.09%
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,450
shares
|
$973,383
0.22% of portfolio
|
Q4 2022
Reduced 5.48%
|
|
Trust Investment Advisors
|
May 02, 2025 Q1 2025 |
3,441
shares
|
$970,843
1.2% of portfolio
|
Q1 2025
Added 7.8%
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
3,440
shares
|
$970,561
0.28% of portfolio
|
Q4 2024
New holding
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
3,437
shares
|
$969,715
0.14% of portfolio
|
Q2 2025
Reduced 44.67%
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
3,427
shares
|
$966,893
0.38% of portfolio
|
Q1 2025
Added 6.76%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,425
shares
|
$966,329
0.04% of portfolio
|
Q1 2024
Reduced 30.16%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
3,423
shares
|
$965,765
0.3% of portfolio
|
Q1 2025
Reduced 39.34%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,422
shares
|
$965,483
0.27% of portfolio
|
Q2 2023
Added 0.65%
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
3,422
shares
|
$965,483
0.51% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
3,422
shares
|
$965,483
0.06% of portfolio
|
Q1 2025
New holding
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,416
shares
|
$963,790
0.15% of portfolio
|
Q4 2024
Added 213.97%
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
3,414
shares
|
$963,225
0.41% of portfolio
|
Q1 2025
Added 2.37%
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
3,414
shares
|
$963,225
0.32% of portfolio
|
Q1 2025
Added 7.49%
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
3,410
shares
|
$962,097
0.1% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
3,407
shares
|
$961,250
0.41% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
3,407
shares
|
$961,250
0.19% of portfolio
|
Q1 2025
Added 147.6%
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
3,405
shares
|
$960,686
0.07% of portfolio
|
Q1 2025
Added 52.96%
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
May 07, 2025 Q1 2025 |
3,403
shares
|
$960,122
1.09% of portfolio
|
Q1 2025
Added 2.75%
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,401
shares
|
$959,558
0.39% of portfolio
|
Q1 2025
Added 10.06%
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
3,400
shares
|
$959,276
0.15% of portfolio
|
Q3 2022
Reduced 18.56%
|