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 England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
924
shares
|
$296,160
0.14% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
921
shares
|
$295,198
0.01% of portfolio
|
Q3 2025
Reduced 78.71%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
918
shares
|
$294,237
0.04% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
918
shares
|
$294,237
0.06% of portfolio
|
Q2 2025
Added 26.97%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
918
shares
|
$294,237
0.15% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Oct 30, 2025 Q3 2025 |
918
shares
|
$294,237
0.16% of portfolio
|
Q3 2025
Reduced 89.55%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
915
shares
|
$293,275
0.07% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
914
shares
|
$292,955
0.02% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
911
shares
|
$291,993
0.07% of portfolio
|
Q4 2025
Reduced 4.91%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 06, 2026 Q4 2025 |
911
shares
|
$291,993
0.14% of portfolio
|
Q4 2025
Reduced 4.91%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
911
shares
|
$291,993
0.12% of portfolio
|
Q3 2025
Reduced 16.27%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
910
shares
|
$291,673
0.15% of portfolio
|
Q3 2025
Reduced 22.88%
|
|
|
Satovsky Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
909
shares
|
$291,352
0.06% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
908
shares
|
$291,032
0.08% of portfolio
|
Q1 2023
Reduced 5.02%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
908
shares
|
$291,032
0.38% of portfolio
|
Q3 2024
Added 1197.14%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
907
shares
|
$290,711
0.24% of portfolio
|
Q2 2022
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
907
shares
|
$290,711
0.08% of portfolio
|
Q3 2025
Reduced 61.35%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
907
shares
|
$290,711
0.01% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
905
shares
|
$290,070
4.62% of portfolio
|
Q3 2022
Added 16.93%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
904
shares
|
$289,750
0.1% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
904
shares
|
$289,750
0.14% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jan 15, 2026 Q4 2025 |
903
shares
|
$289,429
0.03% of portfolio
|
Q4 2025
Reduced 23.86%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
901
shares
|
$288,788
0.17% of portfolio
|
Q2 2023
Added 1.81%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
901
shares
|
$288,788
0.12% of portfolio
|
Q2 2025
Reduced 39.12%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Nov 12, 2025 Q3 2025 |
900
shares
|
$288,468
0.06% of portfolio
|
Q3 2025
Added 9.09%
|
|