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 |
|---|---|---|---|---|---|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
1,831
shares
|
$527,456
0.27% of portfolio
|
Q1 2025
Reduced 14.88%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
1,831
shares
|
$527,456
0.51% of portfolio
|
Q1 2025
Added 37.88%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
1,829
shares
|
$526,880
0.19% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
1,829
shares
|
$526,880
0.0% of portfolio
|
Q4 2023
Added 23.66%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
1,829
shares
|
$526,880
0.66% of portfolio
|
Q1 2025
Reduced 51.98%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
1,827
shares
|
$526,303
0.76% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
1,824
shares
|
$525,439
0.54% of portfolio
|
Q1 2025
Reduced 61.06%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
1,820
shares
|
$524,287
0.41% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
1,820
shares
|
$524,287
0.57% of portfolio
|
Q2 2024
Reduced 7.61%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
1,819
shares
|
$523,999
0.11% of portfolio
|
Q1 2025
Reduced 60.25%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
1,819
shares
|
$523,999
0.42% of portfolio
|
Q1 2025
Added 236.23%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
1,814
shares
|
$522,558
0.09% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
1,812
shares
|
$521,982
0.08% of portfolio
|
Q2 2025
Added 184.46%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
1,810
shares
|
$521,406
0.49% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
1,803
shares
|
$519,390
0.14% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
1,801
shares
|
$518,814
0.5% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Capital Management Associates
New York, NY |
May 08, 2025 Q1 2025 |
1,800
shares
|
$518,526
2.13% of portfolio
|
Q1 2025
Reduced 47.9%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
1,797
shares
|
$517,661
0.27% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
1,797
shares
|
$517,661
0.17% of portfolio
|
Q2 2025
Reduced 40.3%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
1,792
shares
|
$516,221
0.17% of portfolio
|
Q1 2025
Reduced 22.89%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
1,791
shares
|
$515,933
0.14% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Profit Investment Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,790
shares
|
$515,645
0.5% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
1,787
shares
|
$514,781
0.19% of portfolio
|
Q3 2023
Reduced 10.2%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,786
shares
|
$514,493
0.34% of portfolio
|
Q3 2023
Added 8.24%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,778
shares
|
$512,188
0.12% of portfolio
|
Q1 2025
Reduced 2.41%
|