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 3,769 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
2,111
shares
|
$734,395
0.05% of portfolio
|
Q2 2025
Reduced 75.75%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,106
shares
|
$732,656
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
2,103
shares
|
$731,612
0.16% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
2,100
shares
|
$730,569
0.45% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,095
shares
|
$728,829
0.03% of portfolio
|
Q2 2025
Added 13.92%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
2,094
shares
|
$728,481
0.23% of portfolio
|
Q2 2025
Reduced 22.36%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
2,094
shares
|
$728,481
0.39% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
2,091
shares
|
$727,437
0.05% of portfolio
|
Q2 2025
Reduced 78.21%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
2,082
shares
|
$724,306
0.15% of portfolio
|
Q2 2025
Reduced 48.39%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
2,081
shares
|
$723,959
0.24% of portfolio
|
Q2 2025
Added 14.4%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
2,077
shares
|
$722,567
0.08% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
2,076
shares
|
$722,219
0.12% of portfolio
|
Q2 2025
Reduced 36.92%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,075
shares
|
$721,871
0.16% of portfolio
|
Q2 2025
Reduced 14.99%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
2,075
shares
|
$721,871
0.11% of portfolio
|
Q2 2025
Added 182.31%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
2,072
shares
|
$720,828
0.18% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Diamant Asset Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,070
shares
|
$720,132
0.49% of portfolio
|
Q1 2025
Added 13.74%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
2,069
shares
|
$719,784
0.14% of portfolio
|
Q2 2025
Added 31.28%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
2,064
shares
|
$718,044
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
2,064
shares
|
$718,044
0.25% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
2,060
shares
|
$716,653
0.3% of portfolio
|
Q2 2025
Added 50.58%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
2,058
shares
|
$715,957
0.17% of portfolio
|
Q2 2025
Reduced 10.75%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,057
shares
|
$715,609
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
2,057
shares
|
$715,609
0.88% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,055
shares
|
$714,913
0.04% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
2,048
shares
|
$712,478
0.1% of portfolio
|
Q2 2025
Reduced 12.93%
|