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 |
|---|---|---|---|---|---|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
548
shares
|
$175,644
0.28% of portfolio
|
Q4 2022
Added 0.37%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
548
shares
|
$175,644
0.03% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
547
shares
|
$175,324
0.04% of portfolio
|
Q2 2025
Reduced 14.4%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
546
shares
|
$175,003
0.48% of portfolio
|
Q3 2023
Added 4.0%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
545
shares
|
$174,683
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
544
shares
|
$174,362
0.03% of portfolio
|
Q3 2025
Added 14.77%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
543
shares
|
$174,042
0.03% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
543
shares
|
$174,042
0.1% of portfolio
|
Q4 2025
Reduced 6.54%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
540
shares
|
$173,080
0.07% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
540
shares
|
$173,080
0.06% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
534
shares
|
$171,157
0.15% of portfolio
|
Q1 2025
Reduced 75.33%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
532
shares
|
$170,516
0.25% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
528
shares
|
$169,234
0.24% of portfolio
|
Q1 2022
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
517
shares
|
$165,708
0.09% of portfolio
|
Q1 2023
Added 3.4%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
515
shares
|
$165,067
0.38% of portfolio
|
Q3 2025
Reduced 90.95%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
514
shares
|
$164,747
0.07% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
510
shares
|
$163,465
0.11% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
508
shares
|
$162,824
0.13% of portfolio
|
Q2 2025
Added 504.76%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
502
shares
|
$160,901
0.02% of portfolio
|
Q4 2024
Added 27.74%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
501
shares
|
$160,580
0.03% of portfolio
|
Q2 2025
Added 2847.06%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
500
shares
|
$160,260
0.02% of portfolio
|
Q4 2025
Reduced 23.08%
|
|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
500
shares
|
$160,260
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
499
shares
|
$159,939
0.09% of portfolio
|
Q3 2025
Reduced 82.92%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
498
shares
|
$159,618
0.03% of portfolio
|
Q3 2025
Reduced 12.94%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
497
shares
|
$159,298
0.04% of portfolio
|
Q3 2025
Added 42.0%
|
|