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 |
|---|---|---|---|---|---|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
60
shares
|
$19,231
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
59
shares
|
$18,910
0.01% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
58
shares
|
$18,590
0.03% of portfolio
|
Q2 2025
Added 98.28%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
58
shares
|
$18,590
0.02% of portfolio
|
Q3 2025
Reduced 53.6%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
57
shares
|
$18,269
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
57
shares
|
$18,269
0.02% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Knott David M Jr
Syosset, NY |
Nov 12, 2025 Q3 2025 |
57
shares
|
$18,269
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 09, 2026 Q4 2025 |
55
shares
|
$17,628
0.01% of portfolio
|
Q4 2025
Added 66.67%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
55
shares
|
$17,628
0.01% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
54
shares
|
$17,308
0.01% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
54
shares
|
$17,308
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
47
shares
|
$15,064
0.01% of portfolio
|
Q3 2025
Reduced 97.69%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 13, 2026 Q4 2025 |
47
shares
|
$15,064
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
46
shares
|
$14,743
0.0% of portfolio
|
Q3 2025
Reduced 25.81%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
46
shares
|
$14,743
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
44
shares
|
$14,102
0.01% of portfolio
|
Q4 2022
Added 2.33%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
43
shares
|
$13,782
0.01% of portfolio
|
Q2 2025
Added 38.71%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
42
shares
|
$13,461
0.01% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
41
shares
|
$13,141
0.0% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2025 Q3 2025 |
40
shares
|
$12,820
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
39
shares
|
$12,500
0.0% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
38
shares
|
$12,179
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
36
shares
|
$11,538
0.01% of portfolio
|
Q3 2025
Added 350.0%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
36
shares
|
$11,538
0.01% of portfolio
|
Q2 2025
Reduced 95.15%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
33
shares
|
$10,577
0.01% of portfolio
|
Q3 2025
Reduced 58.75%
|
|