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 |
|---|---|---|---|---|---|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
3,000
shares
|
$864,210
0.12% of portfolio
|
Q1 2025
Reduced 53.85%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,995
shares
|
$862,769
0.11% of portfolio
|
Q1 2025
Added 13.88%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
2,994
shares
|
$862,481
0.21% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
2,989
shares
|
$861,041
0.34% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
2,980
shares
|
$858,448
0.11% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
2,980
shares
|
$858,448
0.52% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
2,963
shares
|
$853,551
0.25% of portfolio
|
Q2 2025
Added 51.33%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,963
shares
|
$853,551
0.1% of portfolio
|
Q4 2023
Reduced 4.05%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
2,962
shares
|
$853,263
1.0% of portfolio
|
Q1 2025
Reduced 68.02%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
2,959
shares
|
$852,399
0.39% of portfolio
|
Q1 2025
Reduced 64.85%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
2,957
shares
|
$851,822
0.51% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
2,947
shares
|
$848,942
0.21% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Independent Investors Inc
|
Jul 18, 2025 Q2 2025 |
2,945
shares
|
$848,366
0.2% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
2,944
shares
|
$848,078
0.16% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
2,942
shares
|
$847,501
0.3% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
2,939
shares
|
$846,637
0.1% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
2,939
shares
|
$846,637
0.14% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
2,933
shares
|
$844,909
0.24% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
2,931
shares
|
$844,333
1.27% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
2,927
shares
|
$843,180
0.63% of portfolio
|
Q1 2025
Added 10.54%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,926
shares
|
$842,892
0.53% of portfolio
|
Q1 2024
Added 0.38%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
2,926
shares
|
$842,892
0.47% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
2,924
shares
|
$842,316
0.06% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,923
shares
|
$842,028
0.4% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
2,922
shares
|
$841,740
0.55% of portfolio
|
Q1 2025
Added 7.39%
|