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 3,792 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 |
|---|---|---|---|---|---|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jan 08, 2026 Q4 2025 |
851
shares
|
$272,762
0.51% of portfolio
|
Q4 2025
Added 1.92%
|
|
|
Hoese & CO LLP
|
Jan 14, 2026 Q4 2025 |
850
shares
|
$272,442
0.2% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
850
shares
|
$272,442
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
849
shares
|
$272,121
0.01% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
849
shares
|
$272,121
0.24% of portfolio
|
Q3 2025
Reduced 70.64%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
849
shares
|
$272,121
0.01% of portfolio
|
Q3 2025
Added 52.7%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
849
shares
|
$272,121
0.24% of portfolio
|
Q3 2025
Added 15.04%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
849
shares
|
$272,121
0.05% of portfolio
|
Q3 2025
Reduced 27.37%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
849
shares
|
$272,121
0.18% of portfolio
|
Q3 2025
Added 38.95%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
848
shares
|
$271,800
0.05% of portfolio
|
Q2 2025
Reduced 49.91%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Nov 05, 2025 Q3 2025 |
846
shares
|
$271,159
0.19% of portfolio
|
Q3 2025
Reduced 86.74%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
845
shares
|
$270,839
0.01% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
843
shares
|
$270,198
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
842
shares
|
$269,877
0.03% of portfolio
|
Q3 2025
Reduced 38.45%
|
|
|
Cairn Investment Group, Inc.
|
Oct 28, 2025 Q3 2025 |
841
shares
|
$269,557
0.13% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
841
shares
|
$269,557
0.07% of portfolio
|
Q3 2025
Reduced 9.47%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
840
shares
|
$269,236
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
840
shares
|
$269,236
0.35% of portfolio
|
Q1 2022
New holding
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
838
shares
|
$268,595
0.04% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
838
shares
|
$268,595
0.01% of portfolio
|
Q3 2025
Reduced 13.43%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
837
shares
|
$268,275
0.04% of portfolio
|
Q4 2025
Reduced 27.28%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
837
shares
|
$268,275
0.1% of portfolio
|
Q3 2025
Reduced 49.91%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
836
shares
|
$267,954
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
Nov 13, 2025 Q3 2025 |
834
shares
|
$267,313
0.02% of portfolio
|
Q3 2025
Reduced 9.05%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
831
shares
|
$266,352
0.05% of portfolio
|
Q3 2025
Added 0.12%
|
|