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 |
|---|---|---|---|---|---|
|
Founders Capital Management, LLC
|
Oct 10, 2025 Q3 2025 |
953
shares
|
$305,455
0.05% of portfolio
|
Q2 2025
Reduced 48.07%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 28, 2025 Q3 2025 |
953
shares
|
$305,455
0.2% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
948
shares
|
$303,852
0.1% of portfolio
|
Q4 2025
Reduced 33.66%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
948
shares
|
$303,852
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
948
shares
|
$303,852
0.09% of portfolio
|
Q3 2025
Reduced 75.08%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
945
shares
|
$302,891
0.32% of portfolio
|
Q2 2022
Added 8.37%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
945
shares
|
$302,891
0.1% of portfolio
|
Q1 2021
Reduced 1.05%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Nov 07, 2025 Q3 2025 |
945
shares
|
$302,891
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
945
shares
|
$302,891
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
944
shares
|
$302,570
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
944
shares
|
$302,570
0.11% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Benin Management Corp
|
Jan 12, 2026 Q4 2025 |
943
shares
|
$302,250
0.07% of portfolio
|
Q4 2025
Reduced 12.03%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
937
shares
|
$300,327
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
937
shares
|
$300,327
0.15% of portfolio
|
Q3 2025
Reduced 85.4%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Oct 29, 2025 Q3 2025 |
937
shares
|
$300,327
0.21% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
936
shares
|
$300,006
0.09% of portfolio
|
Q3 2025
Added 159.28%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
935
shares
|
$299,686
0.17% of portfolio
|
Q2 2025
Reduced 99.68%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
932
shares
|
$298,724
0.16% of portfolio
|
Q2 2025
Reduced 83.17%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
932
shares
|
$298,724
0.2% of portfolio
|
Q3 2025
Reduced 15.81%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
931
shares
|
$298,404
0.03% of portfolio
|
Q4 2025
Added 12.17%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
928
shares
|
$297,442
0.03% of portfolio
|
Q4 2025
Added 2.77%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
927
shares
|
$297,122
0.11% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
926
shares
|
$296,801
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
925
shares
|
$296,481
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
925
shares
|
$296,481
0.21% of portfolio
|
Q3 2025
Reduced 0.64%
|
|