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 3,795 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 |
|---|---|---|---|---|---|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
989
shares
|
$316,994
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Jan 07, 2026 Q4 2025 |
989
shares
|
$316,994
0.06% of portfolio
|
Q4 2025
Added 35.29%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
987
shares
|
$316,353
0.09% of portfolio
|
Q3 2022
Added 1.75%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
986
shares
|
$316,032
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Palmer Knight CO
|
Nov 04, 2025 Q3 2025 |
985
shares
|
$315,712
0.16% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
984
shares
|
$315,391
0.03% of portfolio
|
Q3 2025
Reduced 27.54%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
984
shares
|
$315,391
0.03% of portfolio
|
Q3 2025
Reduced 47.04%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
984
shares
|
$315,391
0.2% of portfolio
|
Q3 2025
Added 28.29%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
983
shares
|
$315,071
0.1% of portfolio
|
Q4 2025
Reduced 10.39%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
981
shares
|
$314,430
0.11% of portfolio
|
Q3 2025
Added 15.68%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
981
shares
|
$314,430
0.08% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
981
shares
|
$314,430
0.26% of portfolio
|
Q3 2025
Added 27.24%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
980
shares
|
$314,109
0.03% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
980
shares
|
$314,109
0.14% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
979
shares
|
$313,789
0.13% of portfolio
|
Q3 2025
Reduced 65.11%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
975
shares
|
$312,507
0.05% of portfolio
|
Q2 2024
Added 5.06%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
968
shares
|
$310,263
0.18% of portfolio
|
Q4 2025
Reduced 15.31%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
965
shares
|
$309,301
0.12% of portfolio
|
Q3 2025
Added 26.14%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
965
shares
|
$309,301
0.05% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
964
shares
|
$308,981
0.08% of portfolio
|
Q3 2025
Reduced 22.07%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
960
shares
|
$307,699
0.06% of portfolio
|
Q4 2025
Added 1.27%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
959
shares
|
$307,378
0.03% of portfolio
|
Q3 2025
Reduced 10.37%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
957
shares
|
$306,737
0.16% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
956
shares
|
$306,417
0.08% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
955
shares
|
$306,096
0.64% of portfolio
|
Q3 2022
Reduced 3.24%
|
|