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 |
|---|---|---|---|---|---|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
715
shares
|
$229,171
0.08% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
715
shares
|
$229,171
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
714
shares
|
$228,851
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
713
shares
|
$228,530
0.08% of portfolio
|
Q3 2025
Reduced 86.88%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
712
shares
|
$228,210
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
712
shares
|
$228,210
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
711
shares
|
$227,889
0.14% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
710
shares
|
$227,569
0.01% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Nov 05, 2025 Q3 2025 |
709
shares
|
$227,248
0.11% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
708
shares
|
$226,928
0.03% of portfolio
|
Q3 2025
Reduced 10.83%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
707
shares
|
$226,607
0.11% of portfolio
|
Q2 2025
Reduced 27.93%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
707
shares
|
$226,607
0.05% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
707
shares
|
$226,607
0.13% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
706
shares
|
$226,287
0.04% of portfolio
|
Q4 2025
Reduced 47.82%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
706
shares
|
$226,287
0.03% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Jan 16, 2026 Q4 2025 |
704
shares
|
$225,646
0.11% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
703
shares
|
$225,325
0.06% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
702
shares
|
$225,005
0.02% of portfolio
|
Q3 2025
Reduced 85.12%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
701
shares
|
$224,684
0.18% of portfolio
|
Q1 2022
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
700
shares
|
$224,364
0.03% of portfolio
|
Q3 2025
Reduced 29.22%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
700
shares
|
$224,364
0.13% of portfolio
|
Q2 2025
Reduced 61.69%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
699
shares
|
$224,043
0.06% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
699
shares
|
$224,043
0.04% of portfolio
|
Q3 2025
Reduced 93.25%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
698
shares
|
$223,722
0.13% of portfolio
|
Q3 2025
Added 14.61%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
697
shares
|
$223,402
0.05% of portfolio
|
Q3 2025
Reduced 20.8%
|
|