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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
106
shares
|
$33,975
0.02% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
104
shares
|
$33,334
0.01% of portfolio
|
Q2 2023
Added 6.12%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
102
shares
|
$32,693
0.02% of portfolio
|
Q3 2025
Reduced 32.89%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
100
shares
|
$32,052
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
100
shares
|
$32,052
0.01% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
100
shares
|
$32,052
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
100
shares
|
$32,052
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
100
shares
|
$32,052
0.02% of portfolio
|
Q2 2025
Reduced 13.79%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
97
shares
|
$31,090
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
96
shares
|
$30,769
0.01% of portfolio
|
Q3 2024
Reduced 46.96%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
96
shares
|
$30,769
0.11% of portfolio
|
Q3 2025
Reduced 97.09%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
95
shares
|
$30,449
0.01% of portfolio
|
Q3 2025
Added 28.38%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
95
shares
|
$30,449
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
94
shares
|
$30,128
0.11% of portfolio
|
Q2 2024
Reduced 55.24%
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
94
shares
|
$30,128
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
93
shares
|
$29,808
0.0% of portfolio
|
Q4 2025
Reduced 53.5%
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
92
shares
|
$29,487
0.0% of portfolio
|
Q4 2025
Added 1.1%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
92
shares
|
$29,487
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
89
shares
|
$28,526
0.02% of portfolio
|
Q3 2025
Added 81.63%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
89
shares
|
$28,526
0.01% of portfolio
|
Q3 2025
Reduced 93.67%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
88
shares
|
$28,205
0.04% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
87
shares
|
$27,885
0.01% of portfolio
|
Q1 2025
Added 19.18%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
86
shares
|
$27,564
0.01% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
85
shares
|
$27,244
0.01% of portfolio
|
Q3 2022
Reduced 10.53%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
85
shares
|
$27,244
0.04% of portfolio
|
Q4 2022
New holding
|
|