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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
180
shares
|
$57,693
0.01% of portfolio
|
Q4 2025
Added 133.77%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
178
shares
|
$57,052
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
177
shares
|
$56,732
0.04% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
173
shares
|
$55,449
0.02% of portfolio
|
Q3 2025
Reduced 9.42%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
172
shares
|
$55,129
0.01% of portfolio
|
Q3 2025
Reduced 32.55%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
169
shares
|
$54,167
0.01% of portfolio
|
Q2 2025
Reduced 99.12%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
169
shares
|
$54,167
0.0% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
166
shares
|
$53,206
0.02% of portfolio
|
Q2 2024
Added 66.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
163
shares
|
$52,244
0.03% of portfolio
|
Q1 2024
Added 21.64%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Oct 15, 2025 Q3 2025 |
162
shares
|
$51,924
3.04% of portfolio
|
Q2 2025
Reduced 73.53%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
161
shares
|
$51,603
0.01% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
161
shares
|
$51,603
0.05% of portfolio
|
Q4 2025
Added 9.52%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
160
shares
|
$51,283
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
159
shares
|
$50,962
0.06% of portfolio
|
Q4 2024
Reduced 92.78%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
159
shares
|
$50,962
0.03% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
154
shares
|
$49,360
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
150
shares
|
$48,078
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
150
shares
|
$48,078
0.02% of portfolio
|
Q4 2024
Reduced 49.66%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
150
shares
|
$48,078
0.0% of portfolio
|
Q3 2025
Reduced 64.2%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
149
shares
|
$47,757
0.01% of portfolio
|
Q3 2025
Reduced 35.78%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
149
shares
|
$47,757
0.02% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
146
shares
|
$46,795
0.01% of portfolio
|
Q2 2022
Reduced 6.41%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
146
shares
|
$46,795
0.15% of portfolio
|
Q4 2022
Added 65.91%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
146
shares
|
$46,795
0.02% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
140
shares
|
$44,872
0.02% of portfolio
|
Q3 2025
Added 13.82%
|
|