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 3,769 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
Added 36.36%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Aug 26, 2025 Q2 2025 |
2,992
shares
|
$1.04 Million
0.09% of portfolio
|
Q2 2025
Reduced 96.58%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Aug 12, 2025 Q2 2025 |
2,985
shares
|
$1.04 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
2,980
shares
|
$1.04 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
2,976
shares
|
$1.04 Million
0.37% of portfolio
|
Q2 2025
Reduced 29.68%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
2,974
shares
|
$1.03 Million
0.72% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
2,971
shares
|
$1.03 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
2,963
shares
|
$1.03 Million
0.25% of portfolio
|
Q2 2025
Added 51.33%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,963
shares
|
$1.03 Million
0.1% of portfolio
|
Q4 2023
Reduced 4.05%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
2,960
shares
|
$1.03 Million
1.5% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
2,956
shares
|
$1.03 Million
0.43% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
2,953
shares
|
$1.03 Million
0.43% of portfolio
|
Q2 2025
Added 338.78%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
2,949
shares
|
$1.03 Million
0.22% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Independent Investors Inc
|
Jul 18, 2025 Q2 2025 |
2,945
shares
|
$1.02 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
2,942
shares
|
$1.02 Million
0.16% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
2,933
shares
|
$1.02 Million
0.24% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
2,933
shares
|
$1.02 Million
0.7% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
2,931
shares
|
$1.02 Million
0.38% of portfolio
|
Q2 2025
Reduced 33.58%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,926
shares
|
$1.02 Million
0.53% of portfolio
|
Q1 2024
Added 0.38%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
2,926
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,923
shares
|
$1.02 Million
0.4% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
2,922
shares
|
$1.02 Million
0.52% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
2,921
shares
|
$1.02 Million
0.76% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
2,915
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2025
Reduced 59.23%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,906
shares
|
$1.01 Million
0.1% of portfolio
|
Q2 2025
Reduced 15.94%
|