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 |
|---|---|---|---|---|---|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
1,673
shares
|
$481,941
0.17% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
1,663
shares
|
$479,060
0.77% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
1,655
shares
|
$476,755
0.07% of portfolio
|
Q1 2025
Added 18.13%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
1,655
shares
|
$476,755
0.38% of portfolio
|
Q1 2025
Added 20.54%
|
|
|
Heron Bay Capital Management
|
May 13, 2025 Q1 2025 |
1,653
shares
|
$476,179
0.19% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
1,647
shares
|
$474,451
0.05% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,647
shares
|
$474,451
0.13% of portfolio
|
Q1 2025
Reduced 65.52%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
1,646
shares
|
$474,163
0.19% of portfolio
|
Q2 2025
Added 20.32%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
1,646
shares
|
$474,163
0.14% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
1,645
shares
|
$473,875
0.16% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
1,645
shares
|
$473,875
0.25% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
1,642
shares
|
$473,010
0.11% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
1,641
shares
|
$472,722
0.07% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
1,640
shares
|
$472,434
0.16% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
1,637
shares
|
$471,570
0.23% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
1,636
shares
|
$471,282
0.01% of portfolio
|
Q2 2025
Reduced 95.61%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
1,635
shares
|
$470,994
0.05% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
1,635
shares
|
$470,994
0.18% of portfolio
|
Q2 2025
Reduced 25.14%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
1,629
shares
|
$469,266
0.05% of portfolio
|
Q3 2022
Added 2.65%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Apr 24, 2025 Q1 2025 |
1,620
shares
|
$466,673
2.45% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
1,614
shares
|
$464,944
0.06% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
1,605
shares
|
$462,352
0.12% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,604
shares
|
$462,064
0.15% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
1,603
shares
|
$461,776
0.33% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,602
shares
|
$461,488
0.24% of portfolio
|
Q1 2025
Reduced 13.36%
|