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 |
|---|---|---|---|---|---|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
139
shares
|
$44,552
0.04% of portfolio
|
Q3 2025
Reduced 60.06%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
136
shares
|
$43,590
0.03% of portfolio
|
Q3 2024
Added 28.3%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
134
shares
|
$42,949
0.0% of portfolio
|
Q3 2025
Added 148.15%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
132
shares
|
$42,308
0.01% of portfolio
|
Q2 2025
Reduced 74.81%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
131
shares
|
$41,988
0.03% of portfolio
|
Q3 2025
Added 1090.91%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
130
shares
|
$41,667
0.03% of portfolio
|
Q1 2023
Added 4.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
130
shares
|
$41,667
0.15% of portfolio
|
Q2 2023
Reduced 2.26%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
130
shares
|
$41,667
0.06% of portfolio
|
Q1 2023
Added 73.33%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
130
shares
|
$41,667
0.03% of portfolio
|
Q3 2025
Reduced 34.67%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
128
shares
|
$41,026
0.02% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
128
shares
|
$41,026
0.09% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
|
Wormser Freres Gestion
Paris, I0 |
Jul 23, 2025 Q2 2025 |
128
shares
|
$41,026
0.02% of portfolio
|
Q1 2025
Reduced 58.58%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
125
shares
|
$40,065
0.02% of portfolio
|
Q4 2024
Added 127.27%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
125
shares
|
$40,065
0.07% of portfolio
|
Q2 2025
Reduced 85.73%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
125
shares
|
$40,065
0.02% of portfolio
|
Q3 2025
Reduced 17.22%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
122
shares
|
$39,103
0.02% of portfolio
|
Q3 2025
Reduced 10.95%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
120
shares
|
$38,462
0.01% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 06, 2026 Q4 2025 |
120
shares
|
$38,462
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
118
shares
|
$37,821
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
117
shares
|
$37,500
0.0% of portfolio
|
Q1 2025
Reduced 88.89%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
113
shares
|
$36,218
0.0% of portfolio
|
Q3 2025
Reduced 99.41%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
110
shares
|
$35,257
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
109
shares
|
$34,936
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
108
shares
|
$34,616
0.64% of portfolio
|
Q2 2025
Reduced 90.28%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
107
shares
|
$34,295
0.02% of portfolio
|
Q3 2025
Reduced 25.17%
|
|