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 3,792 institutions that hold shares in the stock, with a total of 737 Million shares, which have been reported (via 13F filing form) to have a value of $236 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisory Group LLC
Redmond, WA |
Jan 14, 2026 Q4 2025 |
1,455
shares
|
$466,356
0.04% of portfolio
|
Q4 2025
Added 87.98%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
1,455
shares
|
$466,356
0.02% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
1,453
shares
|
$465,715
0.04% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Affinity Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,450
shares
|
$464,754
0.34% of portfolio
|
Q3 2025
Reduced 17.1%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,450
shares
|
$464,754
0.06% of portfolio
|
Q3 2025
Added 61.65%
|
|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
1,447
shares
|
$463,792
0.0% of portfolio
|
Q4 2025
Reduced 30.43%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 06, 2026 Q4 2025 |
1,446
shares
|
$463,471
0.27% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Nov 13, 2025 Q3 2025 |
1,444
shares
|
$462,830
0.7% of portfolio
|
Q3 2025
New holding
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
1,439
shares
|
$461,228
0.4% of portfolio
|
Q4 2025
Added 4.96%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,438
shares
|
$460,907
0.56% of portfolio
|
Q2 2022
Reduced 31.43%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
1,437
shares
|
$460,587
0.08% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Members Trust CO
|
Jan 15, 2026 Q4 2025 |
1,436
shares
|
$460,266
0.02% of portfolio
|
Q4 2025
Reduced 6.33%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,426
shares
|
$457,061
0.38% of portfolio
|
Q1 2024
Reduced 9.92%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
1,423
shares
|
$456,099
0.04% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
1,423
shares
|
$456,099
0.66% of portfolio
|
Q2 2023
Added 9.13%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,423
shares
|
$456,099
0.08% of portfolio
|
Q4 2024
Reduced 36.84%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
1,421
shares
|
$455,458
0.02% of portfolio
|
Q3 2025
Added 25.2%
|
|
|
Ccm Investment Advisers LLC
|
Jan 12, 2026 Q4 2025 |
1,420
shares
|
$455,138
0.05% of portfolio
|
Q3 2025
Reduced 83.13%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Nov 10, 2025 Q3 2025 |
1,420
shares
|
$455,138
0.27% of portfolio
|
Q3 2025
Reduced 10.8%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
1,419
shares
|
$454,817
0.24% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
1,419
shares
|
$454,817
0.36% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,415
shares
|
$453,535
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
1,414
shares
|
$453,215
0.17% of portfolio
|
Q4 2025
Reduced 16.08%
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,414
shares
|
$453,215
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
1,413
shares
|
$452,894
0.15% of portfolio
|
Q3 2025
Reduced 3.68%
|
|