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 |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,899
shares
|
$660,643
0.74% of portfolio
|
Q3 2024
Added 53.27%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
1,895
shares
|
$659,251
0.03% of portfolio
|
Q2 2025
Added 15.9%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
1,890
shares
|
$657,512
0.05% of portfolio
|
Q2 2025
Added 136.25%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
1,890
shares
|
$657,512
0.21% of portfolio
|
Q2 2025
Added 105.88%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
1,889
shares
|
$657,164
0.1% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
1,889
shares
|
$657,164
0.4% of portfolio
|
Q2 2025
Added 12.64%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,888
shares
|
$656,816
0.15% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
1,887
shares
|
$656,468
0.49% of portfolio
|
Q2 2025
Added 60.19%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
1,873
shares
|
$651,597
0.21% of portfolio
|
Q2 2025
Reduced 25.76%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
1,871
shares
|
$650,902
0.13% of portfolio
|
Q2 2025
Added 15.28%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
1,868
shares
|
$649,858
0.17% of portfolio
|
Q2 2025
Reduced 38.25%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
1,859
shares
|
$646,727
0.05% of portfolio
|
Q2 2025
Added 27.07%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
1,858
shares
|
$646,379
0.05% of portfolio
|
Q2 2025
Reduced 60.64%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
1,850
shares
|
$643,596
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
1,840
shares
|
$640,117
0.07% of portfolio
|
Q2 2025
Added 12.06%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
1,840
shares
|
$640,117
0.6% of portfolio
|
Q2 2025
Reduced 71.35%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
1,839
shares
|
$639,769
0.51% of portfolio
|
Q2 2025
Added 326.68%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
1,838
shares
|
$639,421
0.06% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
1,838
shares
|
$639,421
0.16% of portfolio
|
Q2 2025
Added 23.03%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
1,833
shares
|
$637,682
0.07% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
1,831
shares
|
$636,986
0.25% of portfolio
|
Q2 2025
Reduced 32.61%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
1,831
shares
|
$636,986
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,830
shares
|
$636,638
0.11% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
1,818
shares
|
$632,464
0.03% of portfolio
|
Q2 2025
Reduced 12.6%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
1,812
shares
|
$630,376
0.08% of portfolio
|
Q2 2025
Added 184.46%
|