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 |
|---|---|---|---|---|---|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
33
shares
|
$10,577
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
33
shares
|
$10,577
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
32
shares
|
$10,256
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
32
shares
|
$10,256
0.0% of portfolio
|
Q3 2025
Added 23.08%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
31
shares
|
$9,936
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Jan 14, 2026 Q4 2025 |
31
shares
|
$9,936
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
30
shares
|
$9,615
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
30
shares
|
$9,615
0.0% of portfolio
|
Q3 2025
Added 233.33%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
30
shares
|
$9,615
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
26
shares
|
$8,333
0.01% of portfolio
|
Q3 2025
Added 1200.0%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
25
shares
|
$8,013
0.0% of portfolio
|
Q2 2025
Reduced 43.18%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
25
shares
|
$8,013
0.01% of portfolio
|
Q4 2023
Reduced 94.12%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
25
shares
|
$8,013
0.0% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
25
shares
|
$8,013
0.31% of portfolio
|
Q3 2025
Added 31.58%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
25
shares
|
$8,013
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
25
shares
|
$8,013
0.01% of portfolio
|
Q1 2025
Reduced 75.0%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
24
shares
|
$7,692
0.0% of portfolio
|
Q3 2025
Reduced 46.67%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
23
shares
|
$7,371
0.0% of portfolio
|
Q3 2025
Added 475.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
22
shares
|
$7,051
0.0% of portfolio
|
Q2 2025
Reduced 81.97%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
21
shares
|
$6,730
0.0% of portfolio
|
Q2 2025
Added 110.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
20
shares
|
$6,410
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
20
shares
|
$6,410
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
20
shares
|
$6,410
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
20
shares
|
$6,410
0.01% of portfolio
|
Q3 2025
Reduced 95.48%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
19
shares
|
$6,089
0.0% of portfolio
|
Q2 2024
Reduced 60.42%
|
|