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 |
|---|---|---|---|---|---|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,239
shares
|
$397,124
0.1% of portfolio
|
Q3 2025
Reduced 95.41%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,238
shares
|
$396,803
0.36% of portfolio
|
Q2 2023
Added 0.41%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Jan 08, 2026 Q4 2025 |
1,238
shares
|
$396,803
0.09% of portfolio
|
Q4 2025
Reduced 0.72%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,237
shares
|
$396,483
0.19% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,237
shares
|
$396,483
0.31% of portfolio
|
Q3 2023
Added 2.91%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
1,236
shares
|
$396,162
0.17% of portfolio
|
Q4 2025
Added 0.57%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
1,236
shares
|
$396,162
0.08% of portfolio
|
Q4 2025
Reduced 26.16%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,232
shares
|
$394,880
0.4% of portfolio
|
Q2 2023
Reduced 27.61%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
1,228
shares
|
$393,598
0.02% of portfolio
|
Q3 2025
Reduced 11.34%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
1,224
shares
|
$392,316
0.12% of portfolio
|
Q3 2025
Added 17.13%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
1,220
shares
|
$391,034
0.08% of portfolio
|
Q3 2025
Added 14.23%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,219
shares
|
$390,713
0.01% of portfolio
|
Q3 2025
Reduced 91.5%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
1,219
shares
|
$390,713
0.36% of portfolio
|
Q2 2022
Reduced 0.08%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
1,219
shares
|
$390,713
0.29% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
1,218
shares
|
$390,393
0.05% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
1,218
shares
|
$390,393
0.01% of portfolio
|
Q3 2025
Added 200.74%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,210
shares
|
$387,829
0.05% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
1,209
shares
|
$387,508
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,207
shares
|
$386,867
0.54% of portfolio
|
Q3 2024
Added 29.65%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
1,207
shares
|
$386,867
0.91% of portfolio
|
Q3 2023
Added 1.26%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
1,205
shares
|
$386,226
0.14% of portfolio
|
Q3 2025
Added 76.69%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,203
shares
|
$385,585
0.1% of portfolio
|
Q3 2025
Reduced 24.95%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
1,201
shares
|
$384,944
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,200
shares
|
$384,624
0.0% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,200
shares
|
$384,624
0.13% of portfolio
|
Q3 2025
Added 9.99%
|
|