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 |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
486
shares
|
$155,772
0.11% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
485
shares
|
$155,452
0.27% of portfolio
|
Q1 2023
Added 14.12%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
485
shares
|
$155,452
0.01% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
475
shares
|
$152,247
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
475
shares
|
$152,247
0.0% of portfolio
|
Q3 2025
Added 31.94%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
467
shares
|
$149,682
0.05% of portfolio
|
Q2 2025
Reduced 27.82%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
465
shares
|
$149,041
0.04% of portfolio
|
Q4 2025
Added 16.25%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
457
shares
|
$146,477
0.07% of portfolio
|
Q1 2023
Reduced 11.43%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
450
shares
|
$144,234
0.06% of portfolio
|
Q4 2023
Reduced 2.39%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
449
shares
|
$143,913
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
447
shares
|
$143,272
0.11% of portfolio
|
Q1 2023
Reduced 23.98%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
447
shares
|
$143,272
0.05% of portfolio
|
Q4 2021
Added 4.76%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
445
shares
|
$142,631
0.06% of portfolio
|
Q4 2025
Reduced 47.34%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
440
shares
|
$141,028
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
439
shares
|
$140,708
0.08% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
437
shares
|
$140,067
0.14% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
436
shares
|
$139,746
0.16% of portfolio
|
Q4 2021
Added 26.01%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
435
shares
|
$139,426
0.04% of portfolio
|
Q1 2024
Reduced 6.45%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
433
shares
|
$138,785
0.1% of portfolio
|
Q2 2025
Added 24.07%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
428
shares
|
$137,182
0.04% of portfolio
|
Q3 2025
Reduced 97.18%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
426
shares
|
$136,541
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
422
shares
|
$135,259
0.08% of portfolio
|
Q2 2023
Reduced 1.17%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
419
shares
|
$134,297
0.03% of portfolio
|
Q3 2025
Added 111.62%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
414
shares
|
$132,695
0.02% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
410
shares
|
$131,413
0.08% of portfolio
|
Q4 2022
New holding
|
|