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 |
|---|---|---|---|---|---|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
1,040
shares
|
$333,340
0.11% of portfolio
|
Q3 2025
Added 60.25%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,038
shares
|
$332,699
0.39% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
1,038
shares
|
$332,699
0.07% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
1,037
shares
|
$332,379
0.02% of portfolio
|
Q3 2025
Added 28.18%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
1,037
shares
|
$332,379
0.23% of portfolio
|
Q3 2025
Added 43.43%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
1,036
shares
|
$332,058
0.2% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 16, 2026 Q4 2025 |
1,031
shares
|
$330,456
0.21% of portfolio
|
Q4 2025
Reduced 9.32%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
1,030
shares
|
$330,135
0.07% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jan 13, 2026 Q4 2025 |
1,029
shares
|
$329,815
0.31% of portfolio
|
Q4 2025
Added 1.38%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Oct 21, 2025 Q3 2025 |
1,028
shares
|
$329,494
0.16% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
1,028
shares
|
$329,494
0.13% of portfolio
|
Q3 2025
Added 21.66%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
1,026
shares
|
$328,853
0.09% of portfolio
|
Q3 2025
Added 29.71%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 16, 2026 Q4 2025 |
1,026
shares
|
$328,853
0.17% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,024
shares
|
$328,212
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
1,024
shares
|
$328,212
0.25% of portfolio
|
Q3 2025
Reduced 16.95%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
1,022
shares
|
$327,571
0.07% of portfolio
|
Q3 2025
Added 31.36%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,021
shares
|
$327,250
0.1% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
1,021
shares
|
$327,250
0.09% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2026 Q4 2025 |
1,018
shares
|
$326,289
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
1,018
shares
|
$326,289
0.18% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,016
shares
|
$325,648
0.05% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
1,015
shares
|
$325,327
0.19% of portfolio
|
Q3 2025
Reduced 59.48%
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
1,014
shares
|
$325,007
0.05% of portfolio
|
Q4 2025
Added 15.23%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Nov 06, 2025 Q3 2025 |
1,012
shares
|
$324,366
0.2% of portfolio
|
Q4 2024
Reduced 20.13%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
1,011
shares
|
$324,045
0.23% of portfolio
|
Q3 2025
Reduced 39.64%
|
|