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 |
|---|---|---|---|---|---|
|
Crawford Investment Counsel Inc
Atlanta, GA |
May 15, 2025 Q1 2025 |
1,721
shares
|
$495,768
0.02% of portfolio
|
Q1 2025
Reduced 17.69%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
1,720
shares
|
$495,480
0.06% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
1,720
shares
|
$495,480
0.93% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
1,719
shares
|
$495,192
0.05% of portfolio
|
Q2 2025
Reduced 38.78%
|
|
|
Soundwatch Capital LLC
New York, NY |
May 06, 2025 Q1 2025 |
1,718
shares
|
$494,904
0.41% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,717
shares
|
$494,616
0.1% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,717
shares
|
$494,616
0.23% of portfolio
|
Q1 2025
Added 79.6%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,710
shares
|
$492,599
0.73% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
1,701
shares
|
$490,007
0.39% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
1,701
shares
|
$490,007
0.74% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
1,700
shares
|
$489,719
0.76% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
1,696
shares
|
$488,566
0.5% of portfolio
|
Q4 2022
Added 11.8%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,695
shares
|
$488,278
0.27% of portfolio
|
Q3 2023
Added 1.38%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
1,695
shares
|
$488,278
0.21% of portfolio
|
Q4 2022
Reduced 19.48%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
1,695
shares
|
$488,278
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,693
shares
|
$487,702
0.04% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
1,693
shares
|
$487,702
0.18% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
1,693
shares
|
$487,702
0.59% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
1,692
shares
|
$487,414
0.21% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
1,691
shares
|
$487,126
0.12% of portfolio
|
Q1 2025
Added 58.78%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
1,690
shares
|
$486,838
0.39% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,687
shares
|
$485,974
0.2% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
1,685
shares
|
$485,397
0.04% of portfolio
|
Q2 2025
Reduced 90.18%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
1,677
shares
|
$483,093
0.14% of portfolio
|
Q2 2025
Reduced 34.49%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
1,677
shares
|
$483,093
0.6% of portfolio
|
Q1 2025
Reduced 6.83%
|