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 |
|---|---|---|---|---|---|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
2,510
shares
|
$873,203
0.14% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
2,505
shares
|
$871,464
0.49% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
2,501
shares
|
$870,072
0.07% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Marathon Asset Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$869,725
2.12% of portfolio
|
Q2 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
2,493
shares
|
$867,289
0.13% of portfolio
|
Q2 2025
Reduced 22.77%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
2,489
shares
|
$865,898
0.33% of portfolio
|
Q1 2022
Reduced 16.73%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
2,489
shares
|
$865,898
0.14% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
2,486
shares
|
$864,854
0.11% of portfolio
|
Q2 2025
Added 84.42%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
2,478
shares
|
$862,071
0.11% of portfolio
|
Q2 2025
Reduced 57.68%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
2,478
shares
|
$862,071
0.33% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
2,477
shares
|
$861,723
0.07% of portfolio
|
Q2 2025
Reduced 24.92%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
2,474
shares
|
$860,679
0.31% of portfolio
|
Q2 2025
Added 53.19%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Aug 13, 2025 Q2 2025 |
2,471
shares
|
$859,636
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,468
shares
|
$858,592
0.7% of portfolio
|
Q4 2023
Added 33.12%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
2,468
shares
|
$858,592
0.09% of portfolio
|
Q2 2025
Added 306.59%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
2,461
shares
|
$856,157
0.26% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
2,458
shares
|
$855,113
0.55% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
2,457
shares
|
$854,765
0.16% of portfolio
|
Q2 2025
Reduced 61.62%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
2,457
shares
|
$854,765
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
2,448
shares
|
$851,634
0.56% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 11, 2025 Q2 2025 |
2,444
shares
|
$850,243
0.67% of portfolio
|
Q2 2025
Added 456.72%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
2,440
shares
|
$848,851
0.33% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,436
shares
|
$847,460
0.23% of portfolio
|
Q2 2025
Added 93.33%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,433
shares
|
$846,416
0.06% of portfolio
|
Q2 2025
Added 47.01%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,430
shares
|
$845,372
0.23% of portfolio
|
Q1 2025
Added 11.47%
|