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 |
|---|---|---|---|---|---|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
1,275
shares
|
$408,663
0.05% of portfolio
|
Q4 2025
Added 5.63%
|
|
|
Washington Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
1,275
shares
|
$408,663
0.33% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
1,275
shares
|
$408,663
0.48% of portfolio
|
Q2 2021
Reduced 10.53%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
1,273
shares
|
$408,021
0.13% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,272
shares
|
$407,701
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
1,272
shares
|
$407,701
0.03% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
1,270
shares
|
$407,060
0.17% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,270
shares
|
$407,060
0.15% of portfolio
|
Q1 2023
Added 2.42%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
1,263
shares
|
$404,816
0.05% of portfolio
|
Q3 2025
Reduced 66.24%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1,262
shares
|
$404,496
0.04% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,261
shares
|
$404,175
0.14% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
1,255
shares
|
$402,252
0.4% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
1,255
shares
|
$402,252
0.11% of portfolio
|
Q3 2025
Added 25.25%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,254
shares
|
$401,932
0.03% of portfolio
|
Q3 2023
Reduced 4.49%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
1,253
shares
|
$401,611
0.13% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
1,250
shares
|
$400,650
0.19% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Bck Partners, Inc.
|
Oct 28, 2025 Q3 2025 |
1,247
shares
|
$399,688
0.23% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
1,247
shares
|
$399,688
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 09, 2025 Q3 2025 |
1,247
shares
|
$399,688
0.16% of portfolio
|
Q3 2025
Added 11.74%
|
|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
1,246
shares
|
$399,367
0.22% of portfolio
|
Q4 2025
Reduced 5.68%
|
|
|
B Long Financial, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,246
shares
|
$399,367
0.3% of portfolio
|
Q3 2025
Added 86.81%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
1,242
shares
|
$398,085
0.07% of portfolio
|
Q4 2025
Added 9.43%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
1,241
shares
|
$397,765
0.01% of portfolio
|
Q3 2025
Reduced 16.93%
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
1,240
shares
|
$397,444
0.03% of portfolio
|
Q2 2024
Reduced 20.31%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
1,240
shares
|
$397,444
0.07% of portfolio
|
Q3 2025
Reduced 23.93%
|
|