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 |
|---|---|---|---|---|---|
|
Rwc Asset Management LLP
London, X0 |
Oct 27, 2025 Q3 2025 |
758
shares
|
$242,954
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
758
shares
|
$242,954
0.21% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
757
shares
|
$242,633
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
757
shares
|
$242,633
0.02% of portfolio
|
Q3 2025
Reduced 34.0%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
756
shares
|
$242,313
0.05% of portfolio
|
Q3 2025
Reduced 20.08%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
755
shares
|
$241,992
0.06% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2025 Q3 2025 |
754
shares
|
$241,672
0.12% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
754
shares
|
$241,672
0.08% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
751
shares
|
$240,710
0.01% of portfolio
|
Q3 2025
Reduced 96.82%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
751
shares
|
$240,710
0.15% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Spirit Of America Management Corp
|
Jan 15, 2026 Q4 2025 |
750
shares
|
$240,390
0.05% of portfolio
|
Q4 2025
Reduced 34.78%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
749
shares
|
$240,069
0.03% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
749
shares
|
$240,069
0.13% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
749
shares
|
$240,069
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
748
shares
|
$239,748
0.07% of portfolio
|
Q3 2025
Reduced 72.22%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
747
shares
|
$239,428
0.04% of portfolio
|
Q2 2023
Added 30.14%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
747
shares
|
$239,428
0.15% of portfolio
|
Q3 2025
Reduced 13.94%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Nov 13, 2025 Q3 2025 |
747
shares
|
$239,428
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
746
shares
|
$239,107
0.16% of portfolio
|
Q3 2024
Reduced 19.09%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
745
shares
|
$238,787
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 16, 2026 Q4 2025 |
744
shares
|
$238,466
0.06% of portfolio
|
Q4 2025
Reduced 0.67%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
742
shares
|
$237,825
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
741
shares
|
$237,505
1.59% of portfolio
|
Q4 2023
Reduced 30.81%
|
|
|
American National Bank Of Texas
Richardson, TX |
Jan 07, 2026 Q4 2025 |
741
shares
|
$237,505
0.23% of portfolio
|
Q4 2025
Reduced 11.79%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2025 Q3 2025 |
740
shares
|
$237,184
0.06% of portfolio
|
Q2 2020
Reduced 9.54%
|
|