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 |
|---|---|---|---|---|---|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
780
shares
|
$250,005
0.08% of portfolio
|
Q2 2024
Added 11.6%
|
|
|
Heron Bay Capital Management
|
Nov 12, 2025 Q3 2025 |
776
shares
|
$248,723
0.05% of portfolio
|
Q2 2025
Reduced 53.06%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
776
shares
|
$248,723
0.15% of portfolio
|
Q4 2025
Added 31.53%
|
|
|
New England Research & Management, Inc.
|
Jan 07, 2026 Q4 2025 |
775
shares
|
$248,403
0.12% of portfolio
|
Q4 2025
Reduced 41.51%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
773
shares
|
$247,761
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
772
shares
|
$247,441
0.03% of portfolio
|
Q4 2025
Added 25.53%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
772
shares
|
$247,441
0.24% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Nov 12, 2025 Q3 2025 |
772
shares
|
$247,441
0.87% of portfolio
|
Q3 2025
Reduced 85.02%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
771
shares
|
$247,120
0.24% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
770
shares
|
$246,800
0.04% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
770
shares
|
$246,800
0.52% of portfolio
|
Q4 2022
Reduced 2.53%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
770
shares
|
$246,800
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
769
shares
|
$246,479
0.12% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
769
shares
|
$246,479
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
767
shares
|
$245,838
0.09% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
767
shares
|
$245,838
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
766
shares
|
$245,518
0.08% of portfolio
|
Q4 2025
Reduced 9.56%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
766
shares
|
$245,518
0.04% of portfolio
|
Q3 2025
Added 62.63%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
765
shares
|
$245,197
0.03% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
763
shares
|
$244,556
0.15% of portfolio
|
Q2 2022
Added 6.86%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
763
shares
|
$244,556
0.14% of portfolio
|
Q1 2025
Reduced 73.08%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
763
shares
|
$244,556
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
761
shares
|
$243,915
0.08% of portfolio
|
Q4 2025
Reduced 43.29%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
760
shares
|
$243,595
0.03% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
758
shares
|
$242,954
0.08% of portfolio
|
Q3 2025
New holding
|
|