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 |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
232
shares
|
$74,360
0.04% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Nov 03, 2025 Q3 2025 |
230
shares
|
$73,719
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
228
shares
|
$73,078
0.02% of portfolio
|
Q3 2025
Reduced 16.79%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
227
shares
|
$72,758
0.01% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Maj Invest Holding A
|
Nov 03, 2025 Q3 2025 |
222
shares
|
$71,155
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
219
shares
|
$70,193
0.02% of portfolio
|
Q3 2025
Reduced 37.78%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
215
shares
|
$68,911
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
213
shares
|
$68,270
0.02% of portfolio
|
Q3 2025
Reduced 85.93%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
210
shares
|
$67,309
0.03% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
210
shares
|
$67,309
0.03% of portfolio
|
Q3 2025
Added 68.0%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
210
shares
|
$67,309
0.02% of portfolio
|
Q4 2024
Added 2148.57%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
209
shares
|
$66,988
0.01% of portfolio
|
Q3 2025
Reduced 62.14%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
206
shares
|
$66,027
0.02% of portfolio
|
Q4 2025
Reduced 15.23%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
203
shares
|
$65,065
1.32% of portfolio
|
Q3 2025
Added 1461.54%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
201
shares
|
$64,424
0.03% of portfolio
|
Q3 2022
Reduced 33.0%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
200
shares
|
$64,104
0.02% of portfolio
|
Q4 2025
Reduced 43.18%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
197
shares
|
$63,142
0.01% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
195
shares
|
$62,501
0.04% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
194
shares
|
$62,180
0.05% of portfolio
|
Q3 2025
Added 16.17%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
193
shares
|
$61,860
0.02% of portfolio
|
Q3 2025
Added 67.83%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
188
shares
|
$60,257
0.04% of portfolio
|
Q4 2025
Reduced 3.09%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
187
shares
|
$59,937
0.06% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
185
shares
|
$59,296
0.06% of portfolio
|
Q2 2024
Reduced 93.13%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
181
shares
|
$58,014
0.02% of portfolio
|
Q3 2025
Reduced 65.85%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
180
shares
|
$57,693
0.05% of portfolio
|
Q2 2025
Reduced 7.22%
|
|