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 |
|---|---|---|---|---|---|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
2,143
shares
|
$617,334
1.71% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,135
shares
|
$615,029
0.67% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
2,132
shares
|
$614,165
0.12% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
2,131
shares
|
$613,877
0.31% of portfolio
|
Q1 2025
Added 353.4%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
2,129
shares
|
$613,301
0.13% of portfolio
|
Q2 2025
Added 42.41%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
2,126
shares
|
$612,436
0.24% of portfolio
|
Q2 2025
Reduced 14.96%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
2,122
shares
|
$611,284
0.14% of portfolio
|
Q4 2024
Reduced 24.4%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
2,119
shares
|
$610,420
0.15% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
2,118
shares
|
$610,132
0.33% of portfolio
|
Q2 2025
Added 17.8%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,116
shares
|
$609,556
0.03% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Echo Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,112
shares
|
$608,403
0.84% of portfolio
|
Q1 2025
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
2,101
shares
|
$605,235
0.8% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
2,100
shares
|
$604,947
0.82% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Numerai Gp LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,097
shares
|
$604,082
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
2,094
shares
|
$603,218
0.39% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
2,093
shares
|
$602,930
0.64% of portfolio
|
Q1 2025
Added 61.5%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
2,090
shares
|
$602,066
0.73% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
2,081
shares
|
$599,473
0.28% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
2,080
shares
|
$599,185
0.06% of portfolio
|
Q1 2025
Reduced 17.3%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
2,077
shares
|
$598,321
0.08% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,076
shares
|
$598,033
0.19% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
2,076
shares
|
$598,033
0.12% of portfolio
|
Q2 2025
Reduced 36.92%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,075
shares
|
$597,745
0.16% of portfolio
|
Q2 2025
Reduced 14.99%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
2,073
shares
|
$597,169
0.25% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Diamant Asset Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,070
shares
|
$596,304
0.49% of portfolio
|
Q1 2025
Added 13.74%
|