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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,343
shares
|
$430,458
0.04% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
1,343
shares
|
$430,458
0.89% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
1,343
shares
|
$430,458
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
1,341
shares
|
$429,817
0.19% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,340
shares
|
$429,496
0.16% of portfolio
|
Q3 2025
Added 50.9%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
1,336
shares
|
$428,214
0.15% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
1,334
shares
|
$427,573
0.05% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 15, 2026 Q4 2025 |
1,332
shares
|
$426,932
0.08% of portfolio
|
Q4 2025
Reduced 4.86%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,330
shares
|
$426,291
0.62% of portfolio
|
Q3 2023
Reduced 1.85%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
1,317
shares
|
$422,124
0.39% of portfolio
|
Q2 2025
Reduced 23.43%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
1,315
shares
|
$421,483
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
1,314
shares
|
$421,163
0.02% of portfolio
|
Q3 2025
Reduced 74.9%
|
|
|
Northside Capital Management, LLC
|
Jan 07, 2026 Q4 2025 |
1,313
shares
|
$420,842
0.04% of portfolio
|
Q4 2025
Reduced 75.77%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
1,312
shares
|
$420,522
0.02% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,312
shares
|
$420,522
0.48% of portfolio
|
Q2 2024
Added 11.28%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,309
shares
|
$419,560
0.05% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
1,304
shares
|
$417,958
0.01% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Profit Investment Management, LLC
|
Jan 08, 2026 Q4 2025 |
1,304
shares
|
$417,958
1.72% of portfolio
|
Q4 2025
Reduced 7.19%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
1,304
shares
|
$417,958
0.16% of portfolio
|
Q3 2025
Added 78.39%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
1,297
shares
|
$415,714
0.23% of portfolio
|
Q4 2025
Added 9.36%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
1,294
shares
|
$414,752
0.23% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
1,289
shares
|
$413,150
0.08% of portfolio
|
Q3 2025
Added 28.0%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,284
shares
|
$411,547
0.05% of portfolio
|
Q3 2025
Reduced 29.95%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
1,284
shares
|
$411,547
0.21% of portfolio
|
Q3 2025
Added 56.97%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,277
shares
|
$409,304
0.05% of portfolio
|
Q3 2025
Reduced 2.22%
|
|