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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
2,067
shares
|
$595,440
0.37% of portfolio
|
Q1 2025
Reduced 12.34%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
2,064
shares
|
$594,576
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
2,064
shares
|
$594,576
0.25% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
2,061
shares
|
$593,712
0.28% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
2,060
shares
|
$593,424
0.3% of portfolio
|
Q2 2025
Added 50.58%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,057
shares
|
$592,559
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
2,056
shares
|
$592,271
1.58% of portfolio
|
Q4 2024
Reduced 15.56%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
2,047
shares
|
$589,679
0.43% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,046
shares
|
$589,391
0.1% of portfolio
|
Q2 2025
Added 19.02%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
2,044
shares
|
$588,815
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
2,042
shares
|
$588,238
0.72% of portfolio
|
Q3 2022
Added 216.1%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
2,041
shares
|
$587,950
0.21% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
2,037
shares
|
$586,798
0.16% of portfolio
|
Q1 2025
Reduced 10.46%
|
|
|
Scientech Research LLC
Jersey City, NJ |
May 15, 2025 Q1 2025 |
2,034
shares
|
$585,934
0.28% of portfolio
|
Q1 2025
Reduced 26.3%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,032
shares
|
$585,358
0.71% of portfolio
|
Q1 2025
Reduced 37.07%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
2,032
shares
|
$585,358
0.24% of portfolio
|
Q2 2025
Added 22.12%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
2,031
shares
|
$585,070
0.07% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
2,029
shares
|
$584,494
0.19% of portfolio
|
Q1 2025
Reduced 19.42%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
2,028
shares
|
$584,205
0.25% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,024
shares
|
$583,053
0.52% of portfolio
|
Q2 2023
Reduced 1.32%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,021
shares
|
$582,189
0.04% of portfolio
|
Q2 2025
Reduced 15.76%
|
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
2,021
shares
|
$582,189
0.15% of portfolio
|
Q4 2024
Reduced 52.92%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
May 13, 2025 Q1 2025 |
2,020
shares
|
$581,901
0.57% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
2,018
shares
|
$581,325
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
2,017
shares
|
$581,037
0.17% of portfolio
|
Q1 2025
Reduced 21.7%
|