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 |
|---|---|---|---|---|---|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
876
shares
|
$280,775
0.21% of portfolio
|
Q3 2025
Reduced 21.93%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
874
shares
|
$280,134
0.05% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
873
shares
|
$279,813
0.01% of portfolio
|
Q3 2025
Reduced 9.44%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
871
shares
|
$279,172
0.16% of portfolio
|
Q3 2025
Reduced 27.17%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Jan 12, 2026 Q4 2025 |
869
shares
|
$278,531
0.1% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
868
shares
|
$278,211
0.03% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
868
shares
|
$278,211
0.07% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
866
shares
|
$277,570
0.7% of portfolio
|
Q3 2022
Added 79.3%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
865
shares
|
$277,249
0.05% of portfolio
|
Q4 2025
Reduced 25.17%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
864
shares
|
$276,929
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
863
shares
|
$276,608
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
862
shares
|
$276,288
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Jan 12, 2026 Q4 2025 |
861
shares
|
$275,967
0.18% of portfolio
|
Q4 2025
Added 1.89%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
860
shares
|
$275,647
0.05% of portfolio
|
Q3 2025
Reduced 18.02%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
860
shares
|
$275,647
0.2% of portfolio
|
Q1 2024
Added 38.49%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
860
shares
|
$275,647
0.17% of portfolio
|
Q2 2025
Reduced 19.63%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
859
shares
|
$275,326
0.17% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
858
shares
|
$275,006
0.02% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
857
shares
|
$274,685
0.1% of portfolio
|
Q3 2025
Reduced 15.06%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
857
shares
|
$274,685
0.03% of portfolio
|
Q3 2025
Reduced 59.78%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
856
shares
|
$274,365
0.5% of portfolio
|
Q3 2022
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
856
shares
|
$274,365
0.07% of portfolio
|
Q4 2025
Reduced 0.35%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
854
shares
|
$273,724
0.19% of portfolio
|
Q4 2025
Added 20.45%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Nov 05, 2025 Q3 2025 |
852
shares
|
$273,083
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
851
shares
|
$272,762
0.06% of portfolio
|
Q3 2025
Reduced 46.88%
|
|