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 |
|---|---|---|---|---|---|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
587
shares
|
$188,145
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
585
shares
|
$187,504
0.07% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
585
shares
|
$187,504
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
585
shares
|
$187,504
0.03% of portfolio
|
Q3 2025
Reduced 20.73%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
585
shares
|
$187,504
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
585
shares
|
$187,504
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
584
shares
|
$187,183
0.19% of portfolio
|
Q1 2023
Added 34.25%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
583
shares
|
$186,863
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
582
shares
|
$186,542
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
582
shares
|
$186,542
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
580
shares
|
$185,901
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
580
shares
|
$185,901
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
580
shares
|
$185,901
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
579
shares
|
$185,581
0.08% of portfolio
|
Q3 2025
Added 13.53%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
578
shares
|
$185,260
0.14% of portfolio
|
Q3 2025
Added 140.83%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
573
shares
|
$183,657
0.1% of portfolio
|
Q1 2022
New holding
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
572
shares
|
$183,337
0.04% of portfolio
|
Q4 2025
Reduced 0.69%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
570
shares
|
$182,696
0.05% of portfolio
|
Q3 2022
Reduced 34.33%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
570
shares
|
$182,696
0.06% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
566
shares
|
$181,414
0.35% of portfolio
|
Q3 2024
Added 39.07%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
557
shares
|
$178,529
0.09% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
556
shares
|
$178,209
0.1% of portfolio
|
Q4 2023
Reduced 7.49%
|
|
|
Applied Research Investments, LLC
|
Nov 14, 2022 Q3 2022 |
554
shares
|
$177,568
5.65% of portfolio
|
Q3 2022
Reduced 68.43%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
549
shares
|
$175,965
0.19% of portfolio
|
Q1 2024
Reduced 31.55%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
548
shares
|
$175,644
0.06% of portfolio
|
Q3 2025
Reduced 74.94%
|
|