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 |
|---|---|---|---|---|---|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
738
shares
|
$236,543
0.19% of portfolio
|
Q4 2025
Added 2.93%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
738
shares
|
$236,543
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
737
shares
|
$236,223
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Clarus Group, Inc.
|
Jan 16, 2026 Q4 2025 |
737
shares
|
$236,223
0.09% of portfolio
|
Q4 2025
Reduced 2.64%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
733
shares
|
$234,941
0.24% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
733
shares
|
$234,941
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Crew Capital Management, Ltd.
|
Jan 16, 2026 Q4 2025 |
731
shares
|
$234,300
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
730
shares
|
$233,979
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Pembroke Management, LTD
|
Oct 28, 2025 Q3 2025 |
729
shares
|
$233,659
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
729
shares
|
$233,659
0.1% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
728
shares
|
$233,338
0.15% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Nov 07, 2025 Q3 2025 |
727
shares
|
$233,018
0.24% of portfolio
|
Q2 2025
Reduced 42.94%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
726
shares
|
$232,697
0.21% of portfolio
|
Q1 2025
Added 15.42%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
725
shares
|
$232,377
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
724
shares
|
$232,056
0.01% of portfolio
|
Q3 2025
Reduced 29.5%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
722
shares
|
$231,415
0.11% of portfolio
|
Q3 2025
Added 73.14%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 16, 2026 Q4 2025 |
721
shares
|
$231,094
0.02% of portfolio
|
Q4 2025
Reduced 3.22%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
721
shares
|
$231,094
0.17% of portfolio
|
Q3 2025
Added 41.93%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
720
shares
|
$230,774
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
720
shares
|
$230,774
0.02% of portfolio
|
Q4 2024
Reduced 24.29%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
719
shares
|
$230,453
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
718
shares
|
$230,133
0.11% of portfolio
|
Q2 2025
Reduced 28.91%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
718
shares
|
$230,133
0.11% of portfolio
|
Q3 2025
Reduced 19.14%
|
|
|
Threadgill Financial, LLC
|
Jan 08, 2026 Q4 2025 |
717
shares
|
$229,812
0.1% of portfolio
|
Q4 2025
Reduced 0.55%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
716
shares
|
$229,492
0.1% of portfolio
|
Q2 2023
Added 71.7%
|
|