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 3,961 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 $226 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
3,158
shares
|
$909,725
0.21% of portfolio
|
Q1 2025
Added 10.85%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
3,152
shares
|
$907,996
0.26% of portfolio
|
Q2 2025
Reduced 45.88%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
3,151
shares
|
$907,708
1.32% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
3,148
shares
|
$906,844
0.43% of portfolio
|
Q1 2025
Reduced 23.24%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
3,130
shares
|
$901,659
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
3,127
shares
|
$900,794
0.46% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
3,127
shares
|
$900,794
0.15% of portfolio
|
Q1 2025
Reduced 59.39%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,114
shares
|
$897,049
0.1% of portfolio
|
Q2 2025
Reduced 34.79%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,114
shares
|
$897,049
0.09% of portfolio
|
Q1 2025
Added 25.31%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
3,103
shares
|
$893,881
0.21% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
3,100
shares
|
$893,017
0.34% of portfolio
|
Q2 2025
Added 148.0%
|
|
|
Ar Asset Management Inc
|
May 13, 2025 Q1 2025 |
3,090
shares
|
$890,136
0.37% of portfolio
|
Q3 2023
Added 137.69%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
3,085
shares
|
$888,695
0.57% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
3,082
shares
|
$887,831
0.34% of portfolio
|
Q1 2025
Reduced 67.1%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
3,077
shares
|
$886,391
0.44% of portfolio
|
Q1 2025
Added 23.43%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
3,068
shares
|
$883,798
0.74% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
3,051
shares
|
$878,901
0.67% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
3,049
shares
|
$878,325
0.35% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
3,041
shares
|
$876,020
0.09% of portfolio
|
Q2 2025
Reduced 32.2%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
3,030
shares
|
$872,852
0.09% of portfolio
|
Q1 2025
Added 27.58%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
3,024
shares
|
$871,123
0.4% of portfolio
|
Q3 2022
Reduced 0.13%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
3,017
shares
|
$869,107
0.28% of portfolio
|
Q1 2025
Reduced 39.09%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
3,013
shares
|
$867,954
1.07% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
3,010
shares
|
$867,090
0.77% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
May 09, 2025 Q1 2025 |
3,000
shares
|
$864,210
0.5% of portfolio
|
Q1 2019
Added 200.0%
|