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 |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
1,010
shares
|
$323,725
0.05% of portfolio
|
Q2 2025
Reduced 18.94%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
1,008
shares
|
$323,084
0.01% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Marotta Asset Management
|
Jan 07, 2026 Q4 2025 |
1,005
shares
|
$322,122
0.06% of portfolio
|
Q3 2025
Reduced 31.59%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
1,005
shares
|
$322,122
0.1% of portfolio
|
Q2 2025
Reduced 84.24%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Nov 12, 2025 Q3 2025 |
1,005
shares
|
$322,122
0.28% of portfolio
|
Q3 2025
Added 34.0%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
1,002
shares
|
$321,161
0.27% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Five Oceans Advisors
|
Jan 16, 2026 Q4 2025 |
1,001
shares
|
$320,840
0.14% of portfolio
|
Q4 2025
Reduced 0.3%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,001
shares
|
$320,840
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$320,520
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$320,520
0.0% of portfolio
|
Q2 2025
Added 14.94%
|
|
|
Rangeley Capital, LLC
New Canaan, CT |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$320,520
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Oct 14, 2025 Q3 2025 |
1,000
shares
|
$320,520
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
Nov 17, 2025 Q3 2025 |
1,000
shares
|
$320,520
0.21% of portfolio
|
Q1 2025
Reduced 78.52%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
998
shares
|
$319,878
0.02% of portfolio
|
Q4 2025
Reduced 30.45%
|
|
|
Bouchey Financial Group LTD
|
Jan 16, 2026 Q4 2025 |
994
shares
|
$318,596
0.03% of portfolio
|
Q4 2025
Reduced 0.9%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
994
shares
|
$318,596
0.08% of portfolio
|
Q3 2025
Reduced 84.14%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
992
shares
|
$317,955
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
992
shares
|
$317,955
0.04% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
992
shares
|
$317,955
0.27% of portfolio
|
Q3 2025
Added 1807.69%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
992
shares
|
$317,955
0.04% of portfolio
|
Q3 2025
Reduced 23.52%
|
|
|
Jgp Global Gestao De Recursos Ltda.
|
Oct 23, 2025 Q3 2025 |
992
shares
|
$317,955
0.2% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
991
shares
|
$317,635
0.08% of portfolio
|
Q4 2025
Reduced 28.91%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
991
shares
|
$317,635
0.36% of portfolio
|
Q2 2023
Added 0.1%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jan 14, 2026 Q4 2025 |
991
shares
|
$317,635
0.31% of portfolio
|
Q4 2025
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
990
shares
|
$317,314
0.1% of portfolio
|
Q3 2025
Reduced 6.07%
|
|