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 |
|---|---|---|---|---|---|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
2,209
shares
|
$636,346
0.1% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
2,207
shares
|
$635,770
0.25% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
2,205
shares
|
$635,194
0.04% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
2,205
shares
|
$635,194
0.41% of portfolio
|
Q1 2025
Reduced 26.77%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
2,205
shares
|
$635,194
0.15% of portfolio
|
Q2 2025
Added 19.97%
|
|
|
Ninety One North America, Inc.
New York, NY |
Jul 18, 2025 Q2 2025 |
2,204
shares
|
$634,906
0.03% of portfolio
|
Q2 2025
Reduced 15.36%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
2,202
shares
|
$634,330
0.0% of portfolio
|
Q2 2025
Reduced 40.53%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
2,200
shares
|
$633,754
0.04% of portfolio
|
Q1 2025
Added 120.0%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
2,200
shares
|
$633,754
0.46% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
2,196
shares
|
$632,601
0.02% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
2,195
shares
|
$632,313
0.63% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,186
shares
|
$629,721
0.1% of portfolio
|
Q4 2022
Reduced 8.69%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
2,185
shares
|
$629,432
1.1% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
2,184
shares
|
$629,144
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
2,183
shares
|
$628,856
0.07% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
2,180
shares
|
$627,992
0.27% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
2,179
shares
|
$627,704
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
2,178
shares
|
$627,416
0.38% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
2,174
shares
|
$626,264
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
2,163
shares
|
$623,095
0.64% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
2,163
shares
|
$623,095
0.42% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
2,156
shares
|
$621,078
0.07% of portfolio
|
Q1 2025
Reduced 77.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
2,153
shares
|
$620,214
0.24% of portfolio
|
Q1 2025
Added 187.45%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
2,149
shares
|
$619,062
0.85% of portfolio
|
Q2 2024
Added 1.68%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
2,148
shares
|
$618,774
0.24% of portfolio
|
Q2 2025
New holding
|