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 |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
2,808
shares
|
$808,900
0.42% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
2,807
shares
|
$808,612
0.6% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
2,803
shares
|
$807,460
0.08% of portfolio
|
Q2 2025
Reduced 14.36%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
2,791
shares
|
$804,003
0.52% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
2,785
shares
|
$802,274
0.86% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,776
shares
|
$799,682
0.17% of portfolio
|
Q2 2025
Reduced 54.48%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
2,772
shares
|
$798,530
1.65% of portfolio
|
Q1 2025
Added 172.3%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
2,765
shares
|
$796,513
0.96% of portfolio
|
Q2 2024
New holding
|
|
|
Groesbeck Investment Management Corp
|
Apr 29, 2025 Q1 2025 |
2,764
shares
|
$796,225
2.03% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
2,762
shares
|
$795,649
0.38% of portfolio
|
Q1 2025
Reduced 28.22%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
2,759
shares
|
$794,785
0.17% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
2,757
shares
|
$794,208
0.35% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
2,756
shares
|
$793,920
0.86% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
2,755
shares
|
$793,632
0.13% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
2,747
shares
|
$791,328
0.09% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
2,747
shares
|
$791,328
0.16% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
2,747
shares
|
$791,328
0.04% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
2,740
shares
|
$789,311
0.15% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
2,739
shares
|
$789,023
0.76% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
2,736
shares
|
$788,159
0.29% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
2,736
shares
|
$788,159
0.15% of portfolio
|
Q1 2025
Added 29.61%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
2,727
shares
|
$785,566
0.53% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
2,727
shares
|
$785,566
0.33% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
2,720
shares
|
$783,550
0.2% of portfolio
|
Q2 2025
Added 28.48%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
2,717
shares
|
$782,686
0.43% of portfolio
|
Q1 2025
Added 8.29%
|