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 |
|---|---|---|---|---|---|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
85
shares
|
$27,244
0.02% of portfolio
|
Q2 2025
Reduced 83.17%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
83
shares
|
$26,603
0.03% of portfolio
|
Q3 2023
Reduced 20.95%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
83
shares
|
$26,603
0.0% of portfolio
|
Q3 2025
Added 69.39%
|
|
|
1248 Management, LLC
Kansas City, MO |
Nov 14, 2025 Q3 2025 |
83
shares
|
$26,603
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
80
shares
|
$25,641
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
80
shares
|
$25,641
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
80
shares
|
$25,641
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
78
shares
|
$25,000
0.01% of portfolio
|
Q3 2025
Added 44.44%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
76
shares
|
$24,359
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
76
shares
|
$24,359
0.02% of portfolio
|
Q4 2025
Reduced 16.48%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
75
shares
|
$24,039
0.01% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
75
shares
|
$24,039
0.02% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
70
shares
|
$22,436
0.01% of portfolio
|
Q3 2025
Reduced 20.45%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
70
shares
|
$22,436
0.01% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
68
shares
|
$21,795
0.01% of portfolio
|
Q3 2025
Reduced 74.81%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
67
shares
|
$21,474
0.01% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
66
shares
|
$21,154
0.01% of portfolio
|
Q3 2025
Reduced 50.38%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
66
shares
|
$21,154
0.01% of portfolio
|
Q2 2025
Added 288.24%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
65
shares
|
$20,833
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
63
shares
|
$20,192
0.01% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
63
shares
|
$20,192
0.02% of portfolio
|
Q3 2025
Added 90.91%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
63
shares
|
$20,192
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
62
shares
|
$19,872
0.0% of portfolio
|
Q3 2025
Reduced 19.48%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
60
shares
|
$19,231
0.0% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
60
shares
|
$19,231
0.01% of portfolio
|
Q4 2024
New holding
|
|