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 |
|---|---|---|---|---|---|
|
Groesbeck Investment Management Corp
|
Oct 23, 2025 Q3 2025 |
1,170
shares
|
$375,008
0.79% of portfolio
|
Q2 2025
Reduced 57.67%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,169
shares
|
$374,687
0.94% of portfolio
|
Q3 2023
Added 30.47%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
1,167
shares
|
$374,046
0.25% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
1,166
shares
|
$373,726
0.35% of portfolio
|
Q2 2025
Reduced 14.1%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
1,165
shares
|
$373,405
0.28% of portfolio
|
Q3 2025
Reduced 74.43%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
1,164
shares
|
$373,085
0.24% of portfolio
|
Q3 2025
Reduced 11.21%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 06, 2025 Q3 2025 |
1,164
shares
|
$373,085
0.05% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
1,162
shares
|
$372,444
0.18% of portfolio
|
Q4 2025
Reduced 5.3%
|
|
|
Aldebaran Financial Inc.
|
Nov 19, 2025 Q3 2025 |
1,160
shares
|
$371,803
0.4% of portfolio
|
Q3 2025
Added 18.61%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
1,158
shares
|
$371,162
0.06% of portfolio
|
Q4 2025
Reduced 10.51%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,158
shares
|
$371,162
0.25% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
1,158
shares
|
$371,162
0.31% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
1,154
shares
|
$369,880
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
1,154
shares
|
$369,880
0.04% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
1,153
shares
|
$369,559
0.26% of portfolio
|
Q3 2025
Added 58.16%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,153
shares
|
$369,559
0.11% of portfolio
|
Q3 2023
Added 0.35%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
1,149
shares
|
$368,277
0.11% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,147
shares
|
$367,636
0.94% of portfolio
|
Q4 2022
Added 9.76%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
1,145
shares
|
$366,995
0.13% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
1,145
shares
|
$366,995
0.14% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,142
shares
|
$366,033
0.04% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
1,142
shares
|
$366,033
0.1% of portfolio
|
Q3 2025
Reduced 32.31%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Nov 12, 2025 Q3 2025 |
1,140
shares
|
$365,392
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
1,139
shares
|
$365,072
0.11% of portfolio
|
Q3 2025
Reduced 68.31%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
1,139
shares
|
$365,072
0.05% of portfolio
|
Q3 2025
Added 6.25%
|
|