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 |
|---|---|---|---|---|---|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
804
shares
|
$257,698
0.13% of portfolio
|
Q3 2025
Reduced 11.45%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
804
shares
|
$257,698
0.11% of portfolio
|
Q3 2025
Reduced 35.21%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
804
shares
|
$257,698
0.2% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
803
shares
|
$257,377
0.07% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
803
shares
|
$257,377
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Vanguard Capital Wealth Advisors
|
Jan 16, 2026 Q4 2025 |
802
shares
|
$257,057
0.22% of portfolio
|
Q4 2025
Reduced 61.2%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
802
shares
|
$257,057
0.1% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
802
shares
|
$257,057
0.22% of portfolio
|
Q3 2025
Reduced 46.07%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
800
shares
|
$256,416
0.01% of portfolio
|
Q3 2025
Added 13.64%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
797
shares
|
$255,454
0.01% of portfolio
|
Q4 2025
Reduced 23.95%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
795
shares
|
$254,813
0.63% of portfolio
|
Q1 2025
Reduced 54.98%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
793
shares
|
$254,172
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 16, 2026 Q4 2025 |
793
shares
|
$254,172
0.16% of portfolio
|
Q4 2025
Reduced 19.9%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
792
shares
|
$253,851
0.05% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
791
shares
|
$253,531
0.06% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
790
shares
|
$253,210
0.07% of portfolio
|
Q3 2025
Added 69.16%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
790
shares
|
$253,210
0.69% of portfolio
|
Q2 2022
Reduced 38.38%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
789
shares
|
$252,890
0.14% of portfolio
|
Q4 2025
Added 27.05%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
789
shares
|
$252,890
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
786
shares
|
$251,928
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
785
shares
|
$251,608
0.35% of portfolio
|
Q1 2023
Added 1.55%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2026 Q4 2025 |
785
shares
|
$251,608
0.19% of portfolio
|
Q4 2025
Added 9.64%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
785
shares
|
$251,608
0.02% of portfolio
|
Q3 2025
Reduced 52.99%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
783
shares
|
$250,967
0.08% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
780
shares
|
$250,005
0.08% of portfolio
|
Q2 2024
Added 11.6%
|
|