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 |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
679
shares
|
$217,633
0.04% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jan 12, 2026 Q4 2025 |
679
shares
|
$217,633
0.06% of portfolio
|
Q4 2025
Added 1.49%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 21, 2025 Q3 2025 |
678
shares
|
$217,312
0.13% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
676
shares
|
$216,671
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
676
shares
|
$216,671
0.02% of portfolio
|
Q3 2025
Added 138.87%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
676
shares
|
$216,671
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
675
shares
|
$216,351
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
675
shares
|
$216,351
0.15% of portfolio
|
Q4 2024
Reduced 21.97%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
674
shares
|
$216,030
0.02% of portfolio
|
Q4 2025
Added 36.71%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
674
shares
|
$216,030
0.04% of portfolio
|
Q3 2025
Reduced 85.58%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
672
shares
|
$215,389
0.07% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
671
shares
|
$215,068
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
669
shares
|
$214,427
0.08% of portfolio
|
Q3 2025
Reduced 37.77%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Oct 09, 2025 Q3 2025 |
668
shares
|
$214,107
0.1% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
New World Advisors LLC
Hingham, MA |
Nov 06, 2025 Q3 2025 |
667
shares
|
$213,786
0.04% of portfolio
|
Q3 2025
Reduced 29.79%
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
666
shares
|
$213,466
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
666
shares
|
$213,466
0.03% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
666
shares
|
$213,466
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
665
shares
|
$213,145
0.06% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 14, 2026 Q4 2025 |
660
shares
|
$211,543
0.11% of portfolio
|
Q1 2024
Reduced 70.72%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
660
shares
|
$211,543
0.15% of portfolio
|
Q4 2025
Reduced 5.31%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
657
shares
|
$210,581
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Nov 03, 2025 Q3 2025 |
657
shares
|
$210,581
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
657
shares
|
$210,581
0.02% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
655
shares
|
$209,940
0.05% of portfolio
|
Q3 2025
Reduced 10.4%
|
|