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 |
|---|---|---|---|---|---|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
3,299
shares
|
$930,779
0.17% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
3,296
shares
|
$929,933
0.22% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,287
shares
|
$927,394
0.23% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
3,281
shares
|
$925,701
0.34% of portfolio
|
Q1 2023
Added 0.24%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
3,277
shares
|
$924,572
0.47% of portfolio
|
Q2 2025
Added 31.98%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
3,270
shares
|
$922,597
0.04% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
3,268
shares
|
$922,033
0.49% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
3,265
shares
|
$921,187
0.45% of portfolio
|
Q1 2025
Added 29.1%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,261
shares
|
$920,058
0.32% of portfolio
|
Q2 2025
Added 21.27%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,261
shares
|
$920,058
0.18% of portfolio
|
Q2 2025
Reduced 20.07%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
3,249
shares
|
$916,672
0.28% of portfolio
|
Q2 2025
Added 197.26%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
3,242
shares
|
$914,697
0.4% of portfolio
|
Q2 2025
Added 45.12%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
3,235
shares
|
$912,722
0.73% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
3,232
shares
|
$911,876
0.75% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
3,228
shares
|
$910,747
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
3,224
shares
|
$909,619
0.87% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
3,218
shares
|
$907,926
0.07% of portfolio
|
Q3 2023
Added 6.77%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
3,217
shares
|
$907,644
0.78% of portfolio
|
Q2 2025
Added 15.1%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
3,200
shares
|
$902,848
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
3,199
shares
|
$902,565
0.8% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
3,199
shares
|
$902,565
0.33% of portfolio
|
Q1 2025
Added 180.61%
|
|
|
Pettee Investors, Inc.
|
May 02, 2025 Q1 2025 |
3,197
shares
|
$902,001
1.02% of portfolio
|
Q1 2025
Reduced 9.87%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
3,184
shares
|
$898,333
0.59% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
3,177
shares
|
$896,358
0.2% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
May 05, 2025 Q1 2025 |
3,173
shares
|
$895,230
0.99% of portfolio
|
Q1 2025
Added 22.32%
|