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 |
|---|---|---|---|---|---|
|
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
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
410
shares
|
$131,413
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
409
shares
|
$131,092
0.04% of portfolio
|
Q1 2025
Reduced 77.33%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
409
shares
|
$131,092
0.08% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
First Community Trust Na
|
Jan 16, 2026 Q4 2025 |
408
shares
|
$130,772
0.1% of portfolio
|
Q4 2025
Added 9.38%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
407
shares
|
$130,451
0.04% of portfolio
|
Q4 2025
Reduced 20.82%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
405
shares
|
$129,810
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
397
shares
|
$127,246
0.14% of portfolio
|
Q3 2025
Added 18.15%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
386
shares
|
$123,720
0.02% of portfolio
|
Q4 2025
Reduced 17.7%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
383
shares
|
$122,759
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 15, 2026 Q4 2025 |
374
shares
|
$119,874
0.07% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
373
shares
|
$119,553
0.06% of portfolio
|
Q2 2025
Added 410.96%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
368
shares
|
$117,951
0.02% of portfolio
|
Q3 2025
Reduced 94.08%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
367
shares
|
$117,630
0.05% of portfolio
|
Q3 2023
Reduced 17.71%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
366
shares
|
$117,310
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
364
shares
|
$116,669
0.03% of portfolio
|
Q2 2025
Reduced 97.49%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
362
shares
|
$116,028
0.01% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
362
shares
|
$116,028
0.08% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
359
shares
|
$115,066
0.02% of portfolio
|
Q3 2025
Reduced 41.05%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
355
shares
|
$113,784
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
353
shares
|
$113,143
0.07% of portfolio
|
Q3 2025
Added 1861.11%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
352
shares
|
$112,823
0.19% of portfolio
|
Q2 2022
Reduced 1.4%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
348
shares
|
$111,540
0.02% of portfolio
|
Q3 2025
Reduced 20.55%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
346
shares
|
$110,899
0.02% of portfolio
|
Q4 2025
Added 68.78%
|
|