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 |
|---|---|---|---|---|---|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
2,618
shares
|
$910,776
0.35% of portfolio
|
Q2 2025
Reduced 49.43%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Aug 11, 2025 Q2 2025 |
2,607
shares
|
$906,949
1.23% of portfolio
|
Q2 2025
Added 29.06%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
2,602
shares
|
$905,209
0.06% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
2,600
shares
|
$904,514
0.1% of portfolio
|
Q2 2025
Reduced 21.12%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
2,596
shares
|
$903,122
0.1% of portfolio
|
Q2 2025
Reduced 36.97%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
2,591
shares
|
$901,382
0.16% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,586
shares
|
$899,643
0.22% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
2,585
shares
|
$899,295
0.09% of portfolio
|
Q2 2025
Reduced 87.76%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
2,583
shares
|
$898,599
0.42% of portfolio
|
Q2 2025
Added 25.39%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
2,581
shares
|
$897,904
0.1% of portfolio
|
Q2 2025
Added 419.32%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
2,577
shares
|
$896,512
0.01% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Aug 12, 2025 Q2 2025 |
2,576
shares
|
$896,164
0.07% of portfolio
|
Q2 2025
Added 16.61%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
2,572
shares
|
$894,773
0.15% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
2,571
shares
|
$894,425
0.09% of portfolio
|
Q2 2025
Reduced 57.32%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
2,559
shares
|
$890,250
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
2,556
shares
|
$889,206
0.02% of portfolio
|
Q2 2025
Reduced 92.32%
|
|
|
Pictet Bank & Trust LTD
|
Jul 15, 2025 Q2 2025 |
2,555
shares
|
$888,858
0.93% of portfolio
|
Q2 2025
Reduced 35.4%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
2,547
shares
|
$886,075
0.02% of portfolio
|
Q2 2025
Reduced 12.89%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
2,546
shares
|
$885,727
0.06% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
2,544
shares
|
$885,032
0.07% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
2,543
shares
|
$884,684
0.27% of portfolio
|
Q2 2025
Reduced 36.84%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
2,533
shares
|
$881,205
0.15% of portfolio
|
Q2 2025
Reduced 11.86%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 12, 2025 Q2 2025 |
2,520
shares
|
$876,682
0.14% of portfolio
|
Q2 2025
Reduced 15.69%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
2,514
shares
|
$874,595
0.2% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,512
shares
|
$873,899
0.08% of portfolio
|
Q1 2025
Reduced 74.6%
|