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 |
|---|---|---|---|---|---|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
2,644
shares
|
$761,657
0.19% of portfolio
|
Q1 2025
Added 64.74%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
2,644
shares
|
$761,657
0.11% of portfolio
|
Q1 2025
Added 222.83%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
2,641
shares
|
$760,792
0.53% of portfolio
|
Q1 2025
Reduced 26.86%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
2,639
shares
|
$760,216
0.61% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
2,633
shares
|
$758,488
0.28% of portfolio
|
Q2 2025
Reduced 43.02%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
2,631
shares
|
$757,912
0.27% of portfolio
|
Q4 2024
Reduced 25.55%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
2,623
shares
|
$755,607
0.05% of portfolio
|
Q2 2025
Reduced 50.98%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
2,621
shares
|
$755,031
0.67% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
2,620
shares
|
$754,743
0.18% of portfolio
|
Q3 2023
Added 8.0%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
2,616
shares
|
$753,591
0.1% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
2,608
shares
|
$751,286
0.17% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
2,603
shares
|
$749,846
0.22% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
2,601
shares
|
$749,270
0.67% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
2,595
shares
|
$747,541
0.15% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
2,594
shares
|
$747,253
0.01% of portfolio
|
Q1 2025
Reduced 81.63%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
May 15, 2025 Q1 2025 |
2,593
shares
|
$746,965
1.09% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
2,589
shares
|
$745,813
0.17% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
2,585
shares
|
$744,660
0.42% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
2,583
shares
|
$744,084
0.42% of portfolio
|
Q2 2025
Added 25.39%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
2,583
shares
|
$744,084
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
2,582
shares
|
$743,796
1.37% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
2,581
shares
|
$743,508
0.1% of portfolio
|
Q2 2025
Added 419.32%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
2,580
shares
|
$743,220
1.02% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
2,573
shares
|
$741,204
1.21% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
2,571
shares
|
$740,627
0.09% of portfolio
|
Q2 2025
Reduced 57.32%
|