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 |
|---|---|---|---|---|---|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
344
shares
|
$110,258
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
338
shares
|
$108,335
0.03% of portfolio
|
Q3 2025
Reduced 58.53%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
334
shares
|
$107,053
0.04% of portfolio
|
Q3 2025
Added 47.14%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
332
shares
|
$106,412
0.06% of portfolio
|
Q2 2025
Reduced 21.33%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
331
shares
|
$106,092
0.01% of portfolio
|
Q4 2025
Added 46.46%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
331
shares
|
$106,092
0.05% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
330
shares
|
$105,771
0.02% of portfolio
|
Q3 2025
Added 17.86%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
328
shares
|
$105,130
0.04% of portfolio
|
Q3 2025
Reduced 56.84%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
326
shares
|
$104,489
0.01% of portfolio
|
Q3 2025
Reduced 37.19%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
325
shares
|
$104,169
0.09% of portfolio
|
Q3 2025
Added 30.0%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2025 Q3 2025 |
324
shares
|
$103,848
0.12% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
320
shares
|
$102,566
0.07% of portfolio
|
Q3 2025
Reduced 67.38%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jan 13, 2026 Q4 2025 |
320
shares
|
$102,566
0.04% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
315
shares
|
$100,963
0.01% of portfolio
|
Q4 2025
Added 494.34%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
315
shares
|
$100,963
0.05% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
315
shares
|
$100,963
0.02% of portfolio
|
Q4 2025
Added 29.1%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
310
shares
|
$99,361
0.02% of portfolio
|
Q4 2025
Reduced 5.2%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
302
shares
|
$96,797
0.0% of portfolio
|
Q3 2025
Added 43.81%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
302
shares
|
$96,797
0.07% of portfolio
|
Q3 2025
Added 19.37%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
299
shares
|
$95,835
0.01% of portfolio
|
Q4 2025
Added 4.55%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
296
shares
|
$94,873
5.25% of portfolio
|
Q3 2024
Reduced 98.24%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
295
shares
|
$94,553
0.05% of portfolio
|
Q4 2025
Reduced 5.45%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
295
shares
|
$94,553
0.17% of portfolio
|
Q3 2025
Reduced 19.18%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
290
shares
|
$92,950
0.02% of portfolio
|
Q3 2025
Reduced 90.55%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
290
shares
|
$92,950
0.14% of portfolio
|
Q2 2024
Added 1.4%
|
|