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 |
|---|---|---|---|---|---|
|
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
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2025 Q3 2025 |
631
shares
|
$202,248
0.09% of portfolio
|
Q3 2025
Reduced 11.62%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
631
shares
|
$202,248
0.03% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
630
shares
|
$201,927
0.05% of portfolio
|
Q4 2025
Reduced 1.72%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
628
shares
|
$201,286
0.13% of portfolio
|
Q3 2025
Reduced 73.08%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
627
shares
|
$200,966
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
626
shares
|
$200,645
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
626
shares
|
$200,645
0.03% of portfolio
|
Q3 2025
Reduced 11.08%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 14, 2025 Q3 2025 |
626
shares
|
$200,645
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
625
shares
|
$200,325
0.17% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
624
shares
|
$200,004
0.03% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
622
shares
|
$199,363
0.09% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Westhampton Capital, LLC
|
Oct 17, 2025 Q3 2025 |
622
shares
|
$199,363
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
622
shares
|
$199,363
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wiser Wealth Management, Inc
|
Jan 12, 2026 Q4 2025 |
621
shares
|
$199,042
0.05% of portfolio
|
Q4 2025
Reduced 7.73%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
621
shares
|
$199,042
0.05% of portfolio
|
Q4 2025
Reduced 39.88%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
620
shares
|
$198,722
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
618
shares
|
$198,081
0.06% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 10, 2025 Q3 2025 |
617
shares
|
$197,760
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
614
shares
|
$196,799
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 10, 2025 Q3 2025 |
613
shares
|
$196,478
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
613
shares
|
$196,478
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
612
shares
|
$196,158
0.07% of portfolio
|
Q3 2025
Reduced 13.56%
|
|