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 |
|---|---|---|---|---|---|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
1,367
shares
|
$438,150
0.34% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
1,366
shares
|
$437,830
0.17% of portfolio
|
Q4 2025
Reduced 2.64%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
1,366
shares
|
$437,830
0.04% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
1,365
shares
|
$437,509
0.08% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Oct 17, 2025 Q3 2025 |
1,365
shares
|
$437,509
0.35% of portfolio
|
Q3 2025
Added 45.21%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
1,364
shares
|
$437,189
0.04% of portfolio
|
Q3 2025
Reduced 27.83%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
1,362
shares
|
$436,548
0.05% of portfolio
|
Q4 2025
Added 6.32%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
1,361
shares
|
$436,227
0.23% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 25, 2025 Q3 2025 |
1,360
shares
|
$435,907
0.23% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
1,359
shares
|
$435,586
0.08% of portfolio
|
Q3 2025
Reduced 17.44%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,358
shares
|
$435,266
0.05% of portfolio
|
Q4 2023
Added 0.97%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
1,357
shares
|
$434,945
0.03% of portfolio
|
Q4 2025
Added 0.89%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
1,357
shares
|
$434,945
0.03% of portfolio
|
Q4 2025
Reduced 12.85%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Jan 06, 2026 Q4 2025 |
1,354
shares
|
$433,984
0.24% of portfolio
|
Q4 2025
Added 0.97%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
1,352
shares
|
$433,343
0.09% of portfolio
|
Q4 2025
Reduced 0.52%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
1,352
shares
|
$433,343
0.14% of portfolio
|
Q3 2025
Reduced 48.65%
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
1,351
shares
|
$433,022
0.04% of portfolio
|
Q4 2025
Reduced 7.47%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
1,351
shares
|
$433,022
0.12% of portfolio
|
Q4 2025
Reduced 25.65%
|
|
|
Birinyi Associates Inc
|
Oct 29, 2025 Q3 2025 |
1,350
shares
|
$432,702
0.12% of portfolio
|
Q2 2024
Reduced 76.46%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,350
shares
|
$432,702
0.04% of portfolio
|
Q3 2025
Reduced 40.13%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,349
shares
|
$432,381
0.03% of portfolio
|
Q3 2025
Reduced 33.25%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
1,345
shares
|
$431,099
0.16% of portfolio
|
Q3 2025
Reduced 37.15%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
1,345
shares
|
$431,099
0.1% of portfolio
|
Q4 2025
Added 0.52%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
1,344
shares
|
$430,778
0.12% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
1,343
shares
|
$430,458
0.15% of portfolio
|
Q3 2025
Reduced 35.86%
|
|