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 |
|---|---|---|---|---|---|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
2,000
shares
|
$576,140
0.48% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
2,000
shares
|
$576,140
0.47% of portfolio
|
Q2 2024
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
1,993
shares
|
$574,123
0.79% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,989
shares
|
$572,971
0.46% of portfolio
|
Q1 2024
Added 12.88%
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
1,981
shares
|
$570,666
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,980
shares
|
$570,378
0.82% of portfolio
|
Q2 2022
Reduced 3.37%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,979
shares
|
$570,090
0.54% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
1,974
shares
|
$568,650
0.51% of portfolio
|
Q2 2022
Added 30.82%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,974
shares
|
$568,650
0.06% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
1,959
shares
|
$564,329
0.32% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
1,953
shares
|
$562,600
0.07% of portfolio
|
Q1 2025
Reduced 7.96%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
1,951
shares
|
$562,024
0.44% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
1,947
shares
|
$560,872
0.16% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,944
shares
|
$560,008
0.1% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
1,944
shares
|
$560,008
0.23% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
1,942
shares
|
$559,431
0.47% of portfolio
|
Q1 2025
Reduced 18.33%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
1,935
shares
|
$557,415
0.43% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
1,934
shares
|
$557,127
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
1,929
shares
|
$555,687
0.62% of portfolio
|
Q1 2023
Added 25.75%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
1,925
shares
|
$554,534
0.05% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
1,924
shares
|
$554,246
0.44% of portfolio
|
Q2 2025
Added 16.68%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,921
shares
|
$553,382
0.12% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
1,920
shares
|
$553,094
0.08% of portfolio
|
Q1 2025
Reduced 94.52%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
1,920
shares
|
$553,094
0.5% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
1,919
shares
|
$552,806
0.2% of portfolio
|
Q1 2025
Reduced 1.03%
|