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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Apr 17, 2025 Q1 2025 |
3,384
shares
|
$954,761
1.62% of portfolio
|
Q1 2025
Reduced 27.01%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
3,382
shares
|
$954,197
0.37% of portfolio
|
Q1 2023
Added 0.33%
|
|
|
Buckley Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
3,379
shares
|
$953,351
0.56% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,375
shares
|
$952,222
1.16% of portfolio
|
Q1 2025
Reduced 36.07%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,369
shares
|
$950,529
0.68% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
3,364
shares
|
$949,118
0.76% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
3,362
shares
|
$948,554
0.89% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
3,360
shares
|
$947,990
0.42% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,352
shares
|
$945,733
0.23% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
3,339
shares
|
$942,065
0.12% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,335
shares
|
$940,936
0.16% of portfolio
|
Q3 2022
Reduced 10.52%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
May 06, 2025 Q1 2025 |
3,334
shares
|
$940,654
0.54% of portfolio
|
Q1 2025
Added 376.29%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,320
shares
|
$936,704
0.04% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,317
shares
|
$935,858
0.44% of portfolio
|
Q4 2024
Reduced 68.25%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
3,317
shares
|
$935,858
0.46% of portfolio
|
Q1 2023
Added 24.84%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,312
shares
|
$934,447
0.37% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
3,306
shares
|
$932,754
0.66% of portfolio
|
Q1 2025
Added 48.52%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,302
shares
|
$931,626
0.38% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,302
shares
|
$931,626
0.39% of portfolio
|
Q1 2024
Added 234.55%
|
|
|
Csu Producer Resources, Inc.
|
May 08, 2025 Q1 2025 |
3,300
shares
|
$931,062
5.74% of portfolio
|
Q1 2021
Reduced 48.44%
|