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 |
|---|---|---|---|---|---|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
1,413
shares
|
$452,894
0.31% of portfolio
|
Q4 2025
Reduced 5.36%
|
|
|
Mizuho Securities Co. Ltd.
|
Oct 29, 2025 Q3 2025 |
1,413
shares
|
$452,894
3.46% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
1,411
shares
|
$452,253
0.05% of portfolio
|
Q3 2025
Added 19.48%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
1,409
shares
|
$451,612
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
1,407
shares
|
$450,971
0.04% of portfolio
|
Q3 2025
Reduced 47.24%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jan 15, 2026 Q4 2025 |
1,407
shares
|
$450,971
0.3% of portfolio
|
Q4 2025
Added 4.07%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,404
shares
|
$450,010
0.07% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
1,402
shares
|
$449,369
0.13% of portfolio
|
Q4 2025
Added 13.16%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
1,400
shares
|
$448,728
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 20, 2025 Q3 2025 |
1,400
shares
|
$448,728
0.02% of portfolio
|
Q3 2025
Added 300.0%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
1,400
shares
|
$448,728
0.47% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
1,398
shares
|
$448,086
0.14% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
1,396
shares
|
$447,445
0.42% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
1,393
shares
|
$446,484
0.14% of portfolio
|
Q3 2025
Added 24.82%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,392
shares
|
$446,163
0.15% of portfolio
|
Q2 2024
Reduced 23.26%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
1,392
shares
|
$446,163
0.14% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
1,392
shares
|
$446,163
0.15% of portfolio
|
Q3 2025
Reduced 27.91%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
1,387
shares
|
$444,561
0.07% of portfolio
|
Q3 2025
Reduced 15.22%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
1,382
shares
|
$442,958
0.14% of portfolio
|
Q3 2025
Reduced 17.39%
|
|
|
Exeter Financial, LLC
|
Jan 07, 2026 Q4 2025 |
1,377
shares
|
$441,356
0.19% of portfolio
|
Q4 2025
Added 19.74%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
1,375
shares
|
$440,715
0.18% of portfolio
|
Q3 2025
Reduced 78.68%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
1,374
shares
|
$440,394
0.35% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,371
shares
|
$439,432
0.06% of portfolio
|
Q3 2025
Added 89.36%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
1,370
shares
|
$439,112
0.13% of portfolio
|
Q3 2025
Reduced 12.91%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
1,367
shares
|
$438,150
0.22% of portfolio
|
Q3 2025
Reduced 3.73%
|
|