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 |
|---|---|---|---|---|---|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
1,060
shares
|
$339,751
0.16% of portfolio
|
Q3 2025
Reduced 37.65%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
1,057
shares
|
$338,789
0.05% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
1,056
shares
|
$338,469
0.04% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
1,056
shares
|
$338,469
0.27% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2026 Q4 2025 |
1,055
shares
|
$338,148
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
1,054
shares
|
$337,828
0.07% of portfolio
|
Q3 2025
Added 32.08%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
1,054
shares
|
$337,828
0.06% of portfolio
|
Q3 2025
Added 28.22%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
1,053
shares
|
$337,507
0.13% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
1,053
shares
|
$337,507
0.09% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2025 Q3 2025 |
1,052
shares
|
$337,187
0.02% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,048
shares
|
$335,904
0.1% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
1,048
shares
|
$335,904
0.28% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,047
shares
|
$335,584
0.05% of portfolio
|
Q2 2023
Reduced 2.42%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,047
shares
|
$335,584
0.05% of portfolio
|
Q2 2023
Reduced 2.42%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,047
shares
|
$335,584
0.14% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
1,047
shares
|
$335,584
0.13% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
1,047
shares
|
$335,584
0.08% of portfolio
|
Q3 2025
Reduced 9.97%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
1,046
shares
|
$335,263
0.14% of portfolio
|
Q3 2025
Reduced 68.92%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,045
shares
|
$334,943
0.04% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,045
shares
|
$334,943
0.23% of portfolio
|
Q4 2022
Reduced 81.71%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
1,045
shares
|
$334,943
0.25% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Oct 31, 2025 Q3 2025 |
1,045
shares
|
$334,943
0.25% of portfolio
|
Q3 2025
Reduced 15.04%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,043
shares
|
$334,302
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,042
shares
|
$333,981
0.08% of portfolio
|
Q2 2023
Added 8.43%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
1,041
shares
|
$333,661
0.18% of portfolio
|
Q3 2025
Added 34.5%
|
|