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 |
|---|---|---|---|---|---|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
1,776
shares
|
$511,612
0.39% of portfolio
|
Q1 2025
Reduced 34.1%
|
|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
1,776
shares
|
$511,612
0.01% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
1,773
shares
|
$510,748
0.17% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,771
shares
|
$510,171
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
1,765
shares
|
$508,443
0.44% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
1,760
shares
|
$507,003
0.11% of portfolio
|
Q1 2025
Added 40.46%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
1,758
shares
|
$506,427
0.49% of portfolio
|
Q2 2025
Reduced 38.19%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
1,755
shares
|
$505,562
0.07% of portfolio
|
Q2 2025
Reduced 86.45%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
1,755
shares
|
$505,562
0.6% of portfolio
|
Q1 2025
Reduced 56.49%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
1,754
shares
|
$505,274
0.05% of portfolio
|
Q2 2025
Added 23.78%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
1,752
shares
|
$504,698
0.38% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,749
shares
|
$503,834
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,747
shares
|
$503,258
0.21% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,746
shares
|
$502,970
0.19% of portfolio
|
Q4 2022
Added 2.11%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,746
shares
|
$502,970
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
1,745
shares
|
$502,682
0.6% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,744
shares
|
$502,394
0.13% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,743
shares
|
$502,106
1.35% of portfolio
|
Q3 2024
Added 26.21%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,737
shares
|
$500,377
0.1% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
1,735
shares
|
$499,801
0.46% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,733
shares
|
$499,225
0.02% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
May 14, 2025 Q1 2025 |
1,733
shares
|
$499,225
0.08% of portfolio
|
Q1 2025
Added 20.94%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,728
shares
|
$497,784
0.1% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
1,728
shares
|
$497,784
0.54% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
1,726
shares
|
$497,208
1.12% of portfolio
|
Q1 2025
Reduced 39.23%
|