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 |
|---|---|---|---|---|---|
|
Riverpark Capital Management LLC
New York, NY |
May 12, 2025 Q1 2025 |
2,717
shares
|
$782,686
2.61% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
2,710
shares
|
$780,669
0.59% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
2,709
shares
|
$780,381
0.27% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
2,707
shares
|
$779,805
0.41% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,706
shares
|
$779,517
1.13% of portfolio
|
Q2 2022
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,700
shares
|
$777,789
0.07% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
2,700
shares
|
$777,789
0.77% of portfolio
|
Q1 2022
Added 58.82%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
2,697
shares
|
$776,924
0.55% of portfolio
|
Q1 2025
Reduced 20.82%
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
2,695
shares
|
$776,348
0.6% of portfolio
|
Q1 2025
Added 15.32%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,692
shares
|
$775,484
0.77% of portfolio
|
Q2 2024
Reduced 9.39%
|
|
|
Caldwell Investment Management Ltd.
|
May 13, 2025 Q1 2025 |
2,690
shares
|
$774,908
1.1% of portfolio
|
Q1 2023
Reduced 56.05%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
2,689
shares
|
$774,620
0.34% of portfolio
|
Q1 2025
Added 22.67%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
2,687
shares
|
$774,044
0.32% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,685
shares
|
$773,467
0.18% of portfolio
|
Q2 2021
Reduced 0.41%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
2,685
shares
|
$773,467
0.15% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,684
shares
|
$773,179
0.08% of portfolio
|
Q1 2025
Added 260.75%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,682
shares
|
$772,603
0.69% of portfolio
|
Q2 2023
Reduced 0.04%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
2,676
shares
|
$770,875
0.12% of portfolio
|
Q1 2025
Added 62.38%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Apr 15, 2025 Q1 2025 |
2,673
shares
|
$770,011
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
2,669
shares
|
$768,858
0.64% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,667
shares
|
$768,282
0.07% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
2,665
shares
|
$767,706
0.39% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
2,653
shares
|
$764,249
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
2,650
shares
|
$763,385
1.47% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
2,646
shares
|
$762,233
0.09% of portfolio
|
Q2 2025
Added 2.12%
|