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 |
|---|---|---|---|---|---|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,911
shares
|
$550,501
1.76% of portfolio
|
Q2 2022
Added 20.49%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
1,909
shares
|
$549,925
0.15% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,906
shares
|
$549,061
0.19% of portfolio
|
Q3 2023
Reduced 25.72%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
1,903
shares
|
$548,197
0.14% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
1,903
shares
|
$548,197
0.25% of portfolio
|
Q1 2025
Reduced 11.65%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
1,900
shares
|
$547,333
0.38% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,899
shares
|
$547,044
0.74% of portfolio
|
Q3 2024
Added 53.27%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
1,892
shares
|
$545,028
0.29% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
1,890
shares
|
$544,452
0.21% of portfolio
|
Q2 2025
Added 105.88%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,889
shares
|
$544,164
0.07% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
1,889
shares
|
$544,164
0.4% of portfolio
|
Q2 2025
Added 12.64%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,888
shares
|
$543,876
0.15% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
1,887
shares
|
$543,588
0.49% of portfolio
|
Q2 2025
Added 60.19%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
1,883
shares
|
$542,435
0.66% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
1,873
shares
|
$539,555
0.22% of portfolio
|
Q1 2025
Reduced 11.06%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
1,871
shares
|
$538,978
0.13% of portfolio
|
Q2 2025
Added 15.28%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
1,868
shares
|
$538,114
0.17% of portfolio
|
Q2 2025
Reduced 38.25%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
1,867
shares
|
$537,826
0.34% of portfolio
|
Q2 2024
Reduced 16.2%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
1,857
shares
|
$534,945
1.17% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,846
shares
|
$531,777
0.4% of portfolio
|
Q1 2025
Added 143.86%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,839
shares
|
$529,760
0.04% of portfolio
|
Q1 2025
Reduced 48.24%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
1,839
shares
|
$529,760
0.51% of portfolio
|
Q2 2025
Added 326.68%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
1,839
shares
|
$529,760
0.76% of portfolio
|
Q1 2025
Reduced 12.05%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
1,838
shares
|
$529,472
0.1% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
1,838
shares
|
$529,472
0.16% of portfolio
|
Q2 2025
Added 23.03%
|