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 |
|---|---|---|---|---|---|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
1,099
shares
|
$352,251
0.04% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
1,097
shares
|
$351,610
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,096
shares
|
$351,289
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
1,095
shares
|
$350,969
0.2% of portfolio
|
Q3 2025
Added 17.87%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
1,094
shares
|
$350,648
0.12% of portfolio
|
Q3 2025
Added 37.26%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Nov 10, 2025 Q3 2025 |
1,090
shares
|
$349,366
0.09% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
1,089
shares
|
$349,046
0.12% of portfolio
|
Q2 2025
Reduced 84.84%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
1,087
shares
|
$348,405
0.13% of portfolio
|
Q3 2025
Reduced 19.3%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
1,084
shares
|
$347,443
0.22% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
1,083
shares
|
$347,123
0.57% of portfolio
|
Q3 2023
Added 8.08%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
1,081
shares
|
$346,482
0.36% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
1,079
shares
|
$345,841
1.5% of portfolio
|
Q3 2022
Reduced 8.17%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,075
shares
|
$344,559
0.4% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
1,074
shares
|
$344,238
0.31% of portfolio
|
Q3 2025
Reduced 17.32%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 16, 2026 Q4 2025 |
1,072
shares
|
$343,597
0.15% of portfolio
|
Q4 2025
Reduced 3.34%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,072
shares
|
$343,597
0.14% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Benedict Financial Advisors Inc
|
Nov 03, 2025 Q3 2025 |
1,070
shares
|
$342,956
0.08% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1,068
shares
|
$342,315
0.12% of portfolio
|
Q3 2025
Added 19.2%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,068
shares
|
$342,315
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
1,068
shares
|
$342,315
0.06% of portfolio
|
Q2 2025
Added 16.34%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
1,067
shares
|
$341,994
0.33% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,066
shares
|
$341,674
0.11% of portfolio
|
Q3 2025
Added 53.82%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
1,064
shares
|
$341,033
0.05% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Elkhorn Partners Limited Partnership
Omaha, NE |
Nov 13, 2025 Q3 2025 |
1,060
shares
|
$339,751
0.25% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,060
shares
|
$339,751
2.04% of portfolio
|
Q3 2025
Reduced 8.7%
|
|