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 |
|---|---|---|---|---|---|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
2,566
shares
|
$739,187
0.34% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
2,560
shares
|
$737,459
0.32% of portfolio
|
Q1 2025
Added 15.89%
|
|
|
Pictet Bank & Trust LTD
|
Jul 15, 2025 Q2 2025 |
2,555
shares
|
$736,018
0.93% of portfolio
|
Q2 2025
Reduced 35.4%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,555
shares
|
$736,018
0.77% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
2,548
shares
|
$734,002
0.66% of portfolio
|
Q1 2025
Reduced 18.62%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
2,541
shares
|
$731,985
0.34% of portfolio
|
Q1 2025
Added 9.53%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
2,533
shares
|
$729,681
0.24% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
2,523
shares
|
$726,800
0.53% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
2,523
shares
|
$726,800
0.57% of portfolio
|
Q1 2025
Reduced 29.74%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
2,522
shares
|
$726,512
0.11% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
2,520
shares
|
$725,936
0.25% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
2,517
shares
|
$725,072
0.05% of portfolio
|
Q1 2025
Added 17.62%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,512
shares
|
$723,631
0.08% of portfolio
|
Q1 2025
Reduced 74.6%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
2,508
shares
|
$722,479
0.39% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
2,493
shares
|
$718,158
0.24% of portfolio
|
Q1 2025
Added 67.99%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
2,492
shares
|
$717,870
1.18% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Apr 29, 2025 Q1 2025 |
2,489
shares
|
$717,006
0.58% of portfolio
|
Q1 2022
Reduced 16.73%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
2,489
shares
|
$717,006
0.14% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
2,485
shares
|
$715,853
1.33% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Center Book Partners LP
Greenwich, CT |
May 09, 2025 Q1 2025 |
2,480
shares
|
$714,413
0.09% of portfolio
|
Q1 2025
Reduced 84.72%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
2,477
shares
|
$713,549
0.07% of portfolio
|
Q2 2025
Reduced 24.92%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
2,476
shares
|
$713,261
0.9% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
2,474
shares
|
$712,685
0.31% of portfolio
|
Q2 2025
Added 53.19%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,468
shares
|
$710,956
0.7% of portfolio
|
Q4 2023
Added 33.12%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
2,462
shares
|
$709,228
0.2% of portfolio
|
Q1 2025
Added 1.65%
|