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 |
|---|---|---|---|---|---|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
2,370
shares
|
$682,725
0.34% of portfolio
|
Q1 2025
Added 31.81%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
2,366
shares
|
$681,573
0.08% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
2,363
shares
|
$680,709
0.16% of portfolio
|
Q2 2025
Added 884.58%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
2,363
shares
|
$680,709
0.21% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
2,362
shares
|
$680,421
0.06% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
2,361
shares
|
$680,133
0.29% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
2,360
shares
|
$679,845
0.19% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
2,358
shares
|
$679,269
0.08% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,353
shares
|
$677,828
0.12% of portfolio
|
Q2 2025
Reduced 18.58%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
2,352
shares
|
$677,540
0.2% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
2,347
shares
|
$676,100
0.57% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,343
shares
|
$674,948
0.23% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
2,340
shares
|
$674,083
1.08% of portfolio
|
Q1 2025
Added 10.43%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
2,334
shares
|
$672,355
0.42% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
2,334
shares
|
$672,355
0.1% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
2,334
shares
|
$672,355
0.38% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
2,333
shares
|
$672,067
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
May 12, 2025 Q1 2025 |
2,330
shares
|
$671,203
0.29% of portfolio
|
Q1 2025
Added 47.94%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
2,327
shares
|
$670,338
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
2,326
shares
|
$670,050
0.25% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
2,325
shares
|
$669,762
1.4% of portfolio
|
Q2 2024
Added 8.29%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
2,323
shares
|
$669,186
0.73% of portfolio
|
Q4 2022
Added 0.13%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
2,319
shares
|
$668,034
0.95% of portfolio
|
Q1 2025
Reduced 21.23%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,315
shares
|
$666,882
0.39% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
2,314
shares
|
$666,593
0.22% of portfolio
|
Q2 2025
Reduced 21.32%
|