Latest Institutional Purchases of Unitedhealth Group Inc (UNH)
This list provides information on the latest institutional transactions involving Unitedhealth Group Inc (UNH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
47+ 2.65% |
$15.1K - $17.4K
|
1.82K
$583K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
42+ 2.22% |
$13.5K - $15.5K
|
1.93K
$620K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
36+ 16.22% |
$11.5K - $13.3K
|
258
$82.7K
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
35+ 9.38% |
$11.2K - $12.9K
|
408
$131K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
33+ 3.82% |
$10.6K - $12.2K
|
896
$287K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
32+ 1.63% |
$10.3K - $11.8K
|
2K
$641K
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
31New |
$9.94K - $11.5K
|
31
$9.94K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
30+ 0.7% |
$9.62K - $11.1K
|
4.34K
$1.39M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
25+ 2.77% |
$8.01K - $9.25K
|
928
$297K
|
|
|
Jan 16, 2026
Q4 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
24+ 2.06% |
$7.69K - $8.88K
|
1.19K
$381K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
23+ 1.26% |
$7.37K - $8.51K
|
1.85K
$594K
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
22+ 66.67% |
$7.05K - $8.14K
|
55
$17.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
21+ 0.61% |
$6.73K - $7.77K
|
3.44K
$1.1M
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
21+ 2.93% |
$6.73K - $7.77K
|
738
$237K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
20+ 0.26% |
$6.41K - $7.4K
|
7.59K
$2.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 0.77% |
$5.13K - $5.92K
|
2.1K
$673K
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
16+ 1.89% |
$5.13K - $5.92K
|
861
$276K
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
16+ 1.92% |
$5.13K - $5.92K
|
851
$273K
|
|
|
Jan 15, 2026
Q4 2025
|
Motive Wealth Advisors
|
BUY
|
- |
15+ 1.86% |
$4.81K - $5.55K
|
822
$263K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
14+ 9.52% |
$4.49K - $5.18K
|
161
$51.6K
|
|
|
Jan 13, 2026
Q4 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
14+ 1.38% |
$4.49K - $5.18K
|
1.03K
$330K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
13+ 4.55% |
$4.17K - $4.81K
|
299
$95.8K
|
|
|
Jan 06, 2026
Q4 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
13+ 0.97% |
$4.17K - $4.81K
|
1.35K
$434K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
12+ 1.27% |
$3.85K - $4.44K
|
960
$308K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12+ 0.89% |
$3.85K - $4.44K
|
1.36K
$435K
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
10+ 1.49% |
$3.21K - $3.7K
|
679
$218K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8New |
$2.56K - $2.96K
|
8
$2.56K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7+ 0.57% |
$2.24K - $2.59K
|
1.24K
$396K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
7+ 0.52% |
$2.24K - $2.59K
|
1.35K
$431K
|
|
|
Jan 14, 2026
Q4 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
7+ 0.21% |
$2.24K - $2.59K
|
3.38K
$1.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7+ 0.31% |
$2.24K - $2.59K
|
2.3K
$738K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.13% |
$1.92K - $2.22K
|
4.71K
$1.51M
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5+ 0.78% |
$1.6K - $1.85K
|
648
$208K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4+ 0.01% |
$1.28K - $1.48K
|
30.1K
$9.64M
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3+ 0.12% |
$962 - $1.11K
|
2.54K
$815K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.13% |
$962 - $1.11K
|
2.38K
$762K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2+ 0.19% |
$641 - $740
|
1.06K
$339K
|
|
|
Jan 07, 2026
Q4 2025
|
Epiq Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$641 - $740
|
4.23K
$1.35M
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.1% |
$321 - $370
|
92
$29.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1+ 0.1% |
$321 - $370
|
956
$306K
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.31% |
$321 - $370
|
320
$103K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$321 - $370
|
1.05K
$338K
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
1+ 0.05% |
$321 - $370
|
1.92K
$615K
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
7.29M+ 126.86% |
$1.73B - $2.58B
|
13M
$4.18B
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.84M+ 66.34% |
$912M - $1.36B
|
9.62M
$3.08B
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
3.54M+ 32.71% |
$842M - $1.25B
|
14.4M
$4.6B
|
|
|
Nov 13, 2025
Q3 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
3.44M+ 18.76% |
$818M - $1.22B
|
21.8M
$6.98B
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
2.35M+ 117.49% |
$559M - $832M
|
4.36M
$1.4B
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.75M+ 11.09% |
$415M - $618M
|
17.5M
$5.61B
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
1.5M+ 558.18% |
$357M - $531M
|
1.77M
$567M
|
|