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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
2,312
shares
|
$666,017
0.05% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
2,306
shares
|
$664,289
0.34% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
2,301
shares
|
$662,849
0.72% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
2,299
shares
|
$662,272
0.34% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
2,297
shares
|
$661,696
0.21% of portfolio
|
Q2 2025
Reduced 14.0%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
2,297
shares
|
$661,696
0.1% of portfolio
|
Q1 2025
Added 30.81%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
2,295
shares
|
$661,120
0.47% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
2,293
shares
|
$660,544
0.78% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
2,291
shares
|
$659,968
0.13% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
2,287
shares
|
$658,816
0.26% of portfolio
|
Q3 2024
Added 50.56%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,284
shares
|
$657,951
0.13% of portfolio
|
Q1 2025
Added 237.87%
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
2,270
shares
|
$653,918
0.33% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
2,270
shares
|
$653,918
0.66% of portfolio
|
Q1 2025
Added 28.32%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
2,267
shares
|
$653,054
0.13% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
2,264
shares
|
$652,190
0.13% of portfolio
|
Q2 2025
Added 466.0%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
2,252
shares
|
$648,733
0.79% of portfolio
|
Q1 2025
Reduced 18.38%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
2,249
shares
|
$647,869
0.12% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
2,236
shares
|
$644,124
0.34% of portfolio
|
Q1 2025
Reduced 9.25%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,226
shares
|
$641,243
0.29% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
2,226
shares
|
$641,243
0.2% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
2,226
shares
|
$641,243
0.41% of portfolio
|
Q1 2025
Added 13.28%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
2,224
shares
|
$640,667
0.09% of portfolio
|
Q1 2025
Reduced 19.27%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
2,222
shares
|
$640,091
0.11% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
2,212
shares
|
$637,210
0.04% of portfolio
|
Q1 2025
Added 82.51%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
2,211
shares
|
$636,922
0.45% of portfolio
|
Q1 2025
Reduced 0.32%
|