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 |
|---|---|---|---|---|---|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
1,200
shares
|
$384,624
0.0% of portfolio
|
Q3 2025
Reduced 99.84%
|
|
|
Jbf Capital, Inc.
Aspen, CO |
Nov 14, 2025 Q3 2025 |
1,200
shares
|
$384,624
0.06% of portfolio
|
Q3 2025
Reduced 99.71%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
1,200
shares
|
$384,624
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
1,199
shares
|
$384,303
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
1,198
shares
|
$383,982
0.3% of portfolio
|
Q3 2025
Reduced 46.85%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1,198
shares
|
$383,982
0.09% of portfolio
|
Q3 2025
Added 52.22%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
1,196
shares
|
$383,341
0.1% of portfolio
|
Q3 2025
Reduced 72.93%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,196
shares
|
$383,341
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
1,195
shares
|
$383,021
0.04% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
1,192
shares
|
$382,059
0.14% of portfolio
|
Q3 2022
Reduced 24.03%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
1,191
shares
|
$381,739
0.24% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Omnia Family Wealth, LLC
|
Jan 16, 2026 Q4 2025 |
1,188
shares
|
$380,777
0.11% of portfolio
|
Q4 2025
Added 2.06%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
1,183
shares
|
$379,175
0.31% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
1,182
shares
|
$378,854
0.06% of portfolio
|
Q3 2025
Reduced 58.26%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
1,180
shares
|
$378,213
0.04% of portfolio
|
Q3 2025
Added 22.41%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
1,180
shares
|
$378,213
0.07% of portfolio
|
Q4 2025
Reduced 1.34%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
1,180
shares
|
$378,213
0.53% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
1,179
shares
|
$377,893
0.05% of portfolio
|
Q4 2025
Reduced 30.44%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
1,178
shares
|
$377,572
0.09% of portfolio
|
Q3 2025
Reduced 27.69%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,178
shares
|
$377,572
0.4% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
1,177
shares
|
$377,252
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
1,175
shares
|
$376,611
0.07% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
1,175
shares
|
$376,611
0.05% of portfolio
|
Q3 2025
Reduced 16.43%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
1,173
shares
|
$375,969
0.02% of portfolio
|
Q3 2025
Added 27.09%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
1,173
shares
|
$375,969
0.08% of portfolio
|
Q3 2025
Reduced 27.37%
|
|