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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
831
shares
|
$266,352
0.01% of portfolio
|
Q4 2025
Reduced 4.92%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
830
shares
|
$266,031
0.12% of portfolio
|
Q4 2025
Added 31.96%
|
|
|
Copeland Capital Management, LLC
|
Oct 17, 2025 Q3 2025 |
829
shares
|
$265,711
0.01% of portfolio
|
Q3 2025
Reduced 97.98%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
829
shares
|
$265,711
0.1% of portfolio
|
Q3 2025
Reduced 15.75%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
827
shares
|
$265,070
0.05% of portfolio
|
Q3 2025
Added 12.06%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 07, 2026 Q4 2025 |
827
shares
|
$265,070
5.63% of portfolio
|
Q4 2025
Reduced 12.58%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
824
shares
|
$264,108
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Motive Wealth Advisors
|
Jan 15, 2026 Q4 2025 |
822
shares
|
$263,467
0.12% of portfolio
|
Q4 2025
Added 1.86%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
821
shares
|
$263,146
0.63% of portfolio
|
Q3 2023
Added 0.37%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 10, 2025 Q3 2025 |
821
shares
|
$263,146
0.17% of portfolio
|
Q3 2025
Reduced 70.2%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
819
shares
|
$262,505
0.08% of portfolio
|
Q4 2025
Added 6.23%
|
|
|
Miller Global Investments, LLC
Dallas, TX |
Jan 05, 2026 Q4 2025 |
819
shares
|
$262,505
0.24% of portfolio
|
Q4 2025
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
817
shares
|
$261,864
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
816
shares
|
$261,544
0.05% of portfolio
|
Q4 2025
Reduced 18.64%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
815
shares
|
$261,223
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 21, 2025 Q3 2025 |
811
shares
|
$259,941
0.07% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
811
shares
|
$259,941
0.09% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
810
shares
|
$259,621
0.14% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
810
shares
|
$259,621
0.1% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Limestone Investment Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
809
shares
|
$259,300
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
808
shares
|
$258,980
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
806
shares
|
$258,339
0.12% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
806
shares
|
$258,339
0.1% of portfolio
|
Q3 2025
Reduced 15.34%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
806
shares
|
$258,339
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
804
shares
|
$257,698
0.06% of portfolio
|
Q3 2025
Added 7.06%
|
|