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 |
|---|---|---|---|---|---|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
2,047
shares
|
$712,130
0.43% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,046
shares
|
$711,782
0.1% of portfolio
|
Q2 2025
Added 19.02%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
2,045
shares
|
$711,435
0.4% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
2,042
shares
|
$710,391
0.72% of portfolio
|
Q3 2022
Added 216.1%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
2,042
shares
|
$710,391
0.12% of portfolio
|
Q2 2025
Added 62.97%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,032
shares
|
$706,912
0.71% of portfolio
|
Q1 2025
Reduced 37.07%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
2,032
shares
|
$706,912
0.24% of portfolio
|
Q2 2025
Added 22.12%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
2,031
shares
|
$706,564
0.07% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
2,030
shares
|
$706,216
0.24% of portfolio
|
Q2 2025
Reduced 23.14%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
2,028
shares
|
$705,520
0.25% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,026
shares
|
$704,825
0.01% of portfolio
|
Q2 2025
Reduced 82.67%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,024
shares
|
$704,129
0.52% of portfolio
|
Q2 2023
Reduced 1.32%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,021
shares
|
$703,085
0.04% of portfolio
|
Q2 2025
Reduced 15.76%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
2,018
shares
|
$702,042
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,016
shares
|
$701,346
0.08% of portfolio
|
Q2 2025
Added 37.05%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
2,002
shares
|
$696,475
0.27% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
2,000
shares
|
$695,780
0.48% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
2,000
shares
|
$695,780
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
1,993
shares
|
$693,344
0.79% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,989
shares
|
$691,953
0.46% of portfolio
|
Q1 2024
Added 12.88%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,980
shares
|
$688,822
0.82% of portfolio
|
Q2 2022
Reduced 3.37%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
1,977
shares
|
$687,778
0.04% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
1,974
shares
|
$686,734
0.51% of portfolio
|
Q2 2022
Added 30.82%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,974
shares
|
$686,734
0.06% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
1,972
shares
|
$686,039
0.34% of portfolio
|
Q2 2025
Reduced 28.45%
|