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 |
|---|---|---|---|---|---|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
2,461
shares
|
$708,940
0.26% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
2,455
shares
|
$707,211
0.61% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
2,449
shares
|
$705,483
0.06% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
2,448
shares
|
$705,195
0.56% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
2,447
shares
|
$704,907
0.62% of portfolio
|
Q1 2025
Reduced 26.71%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
2,442
shares
|
$703,466
0.54% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
2,440
shares
|
$702,890
0.27% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,430
shares
|
$700,010
0.23% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
2,418
shares
|
$696,553
1.13% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
2,413
shares
|
$695,112
0.17% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
2,413
shares
|
$695,112
1.18% of portfolio
|
Q1 2025
Reduced 22.36%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
2,412
shares
|
$694,824
0.46% of portfolio
|
Q2 2025
Added 180.47%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,411
shares
|
$694,536
0.24% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
2,405
shares
|
$692,808
0.26% of portfolio
|
Q1 2025
Added 103.81%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
2,403
shares
|
$692,232
0.19% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
2,401
shares
|
$691,656
0.58% of portfolio
|
Q1 2025
Reduced 13.35%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
2,398
shares
|
$690,791
0.0% of portfolio
|
Q1 2025
Reduced 37.47%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
2,395
shares
|
$689,927
0.21% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
2,395
shares
|
$689,927
0.95% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,394
shares
|
$689,639
0.44% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
2,393
shares
|
$689,351
0.05% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
2,389
shares
|
$688,199
0.24% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
2,385
shares
|
$687,046
0.06% of portfolio
|
Q2 2025
Added 15.78%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
2,379
shares
|
$685,318
0.67% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
May 09, 2025 Q1 2025 |
2,372
shares
|
$683,302
0.47% of portfolio
|
Q1 2025
Reduced 38.82%
|