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 |
|---|---|---|---|---|---|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 07, 2025 Q3 2025 |
900
shares
|
$288,468
0.0% of portfolio
|
Q3 2025
Reduced 98.77%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
899
shares
|
$288,147
0.21% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
897
shares
|
$287,506
0.72% of portfolio
|
Q4 2023
Added 4.06%
|
|
|
Cypress Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
896
shares
|
$287,185
0.08% of portfolio
|
Q4 2025
Added 3.82%
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
895
shares
|
$286,865
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
895
shares
|
$286,865
0.24% of portfolio
|
Q3 2025
Reduced 44.24%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
894
shares
|
$286,544
0.17% of portfolio
|
Q3 2025
Reduced 30.21%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
893
shares
|
$286,224
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
893
shares
|
$286,224
0.05% of portfolio
|
Q4 2023
Added 0.22%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
892
shares
|
$285,903
0.12% of portfolio
|
Q2 2024
Reduced 10.98%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
891
shares
|
$285,583
0.18% of portfolio
|
Q3 2025
Added 132.64%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
889
shares
|
$284,942
0.06% of portfolio
|
Q4 2025
Reduced 2.95%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
888
shares
|
$284,621
0.02% of portfolio
|
Q4 2024
Added 25.07%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
886
shares
|
$283,980
0.03% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
886
shares
|
$283,980
0.19% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
883
shares
|
$283,019
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Wealth Alliance, LLC
|
Nov 03, 2025 Q3 2025 |
882
shares
|
$282,698
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
882
shares
|
$282,698
0.04% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
882
shares
|
$282,698
0.02% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Nov 03, 2025 Q3 2025 |
882
shares
|
$282,698
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
882
shares
|
$282,698
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
360 Financial, Inc.
|
Nov 10, 2025 Q3 2025 |
881
shares
|
$282,378
0.1% of portfolio
|
Q3 2025
Reduced 45.52%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
881
shares
|
$282,378
0.02% of portfolio
|
Q3 2025
Reduced 41.31%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
880
shares
|
$282,057
0.12% of portfolio
|
Q4 2025
Added 22.05%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
877
shares
|
$281,096
0.05% of portfolio
|
Q3 2025
New holding
|
|