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 |
|---|---|---|---|---|---|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
697
shares
|
$223,402
0.05% of portfolio
|
Q3 2025
Reduced 20.8%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
697
shares
|
$223,402
0.26% of portfolio
|
Q3 2025
Reduced 36.41%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
696
shares
|
$223,081
0.07% of portfolio
|
Q3 2025
Reduced 16.65%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
693
shares
|
$222,120
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
692
shares
|
$221,799
0.02% of portfolio
|
Q3 2025
Reduced 43.37%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
692
shares
|
$221,799
0.04% of portfolio
|
Q3 2025
Reduced 32.49%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
692
shares
|
$221,799
0.02% of portfolio
|
Q3 2025
Reduced 73.41%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
692
shares
|
$221,799
0.18% of portfolio
|
Q3 2025
Reduced 51.98%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
691
shares
|
$221,479
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
688
shares
|
$220,517
0.07% of portfolio
|
Q3 2022
Added 2.08%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
687
shares
|
$220,197
0.1% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
687
shares
|
$220,197
0.12% of portfolio
|
Q4 2021
New holding
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
686
shares
|
$219,876
0.08% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
685
shares
|
$219,556
0.07% of portfolio
|
Q4 2025
Added 11.93%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
685
shares
|
$219,556
0.02% of portfolio
|
Q4 2025
Reduced 3.79%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
684
shares
|
$219,235
0.07% of portfolio
|
Q1 2024
Reduced 19.05%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
683
shares
|
$218,915
0.04% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Allied Investment Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
683
shares
|
$218,915
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
683
shares
|
$218,915
0.03% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
682
shares
|
$218,594
0.03% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
682
shares
|
$218,594
0.09% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
682
shares
|
$218,594
0.09% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
681
shares
|
$218,274
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
681
shares
|
$218,274
0.01% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Wendell David Associates Inc
|
Oct 30, 2025 Q3 2025 |
680
shares
|
$217,953
0.02% of portfolio
|
Q3 2025
Reduced 9.93%
|
|