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 |
|---|---|---|---|---|---|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
654
shares
|
$209,620
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
653
shares
|
$209,299
0.05% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 12, 2025 Q3 2025 |
652
shares
|
$208,979
0.13% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
652
shares
|
$208,979
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
651
shares
|
$208,658
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Albert D Mason Inc
|
Jan 13, 2026 Q4 2025 |
650
shares
|
$208,338
0.17% of portfolio
|
Q4 2025
Reduced 22.34%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
650
shares
|
$208,338
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Jan 16, 2026 Q4 2025 |
649
shares
|
$208,017
0.15% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 16, 2026 Q4 2025 |
648
shares
|
$207,696
0.09% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
647
shares
|
$207,376
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
647
shares
|
$207,376
0.06% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
646
shares
|
$207,055
0.03% of portfolio
|
Q3 2025
Added 103.79%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
645
shares
|
$206,735
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
645
shares
|
$206,735
0.04% of portfolio
|
Q3 2025
Reduced 87.01%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
643
shares
|
$206,094
0.08% of portfolio
|
Q3 2025
Reduced 60.94%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2025 Q3 2025 |
643
shares
|
$206,094
0.03% of portfolio
|
Q3 2025
Reduced 22.99%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
642
shares
|
$205,773
0.04% of portfolio
|
Q3 2025
Reduced 80.59%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Nov 13, 2025 Q3 2025 |
642
shares
|
$205,773
0.12% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
641
shares
|
$205,453
0.01% of portfolio
|
Q3 2025
Reduced 98.99%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
640
shares
|
$205,132
0.51% of portfolio
|
Q3 2023
Reduced 0.16%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
638
shares
|
$204,491
0.03% of portfolio
|
Q3 2025
Reduced 16.93%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
637
shares
|
$204,171
0.07% of portfolio
|
Q4 2025
Reduced 5.91%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
637
shares
|
$204,171
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
Nov 14, 2025 Q3 2025 |
637
shares
|
$204,171
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
636
shares
|
$203,850
0.2% of portfolio
|
Q3 2025
New holding
|
|