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 |
|---|---|---|---|---|---|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
19
shares
|
$6,089
0.0% of portfolio
|
Q2 2024
Reduced 60.42%
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
18
shares
|
$5,769
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
18
shares
|
$5,769
0.0% of portfolio
|
Q3 2025
Reduced 99.76%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
18
shares
|
$5,769
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
17
shares
|
$5,448
0.0% of portfolio
|
Q3 2025
Added 142.86%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
17
shares
|
$5,448
0.0% of portfolio
|
Q3 2025
Reduced 45.16%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
17
shares
|
$5,448
0.0% of portfolio
|
Q3 2024
Added 112.5%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
17
shares
|
$5,448
0.0% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
17
shares
|
$5,448
0.0% of portfolio
|
Q2 2025
Reduced 37.04%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
16
shares
|
$5,128
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Nov 14, 2025 Q3 2025 |
16
shares
|
$5,128
0.0% of portfolio
|
Q2 2023
Added 687.5%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
16
shares
|
$5,128
0.01% of portfolio
|
Q3 2025
Reduced 71.93%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
14
shares
|
$4,487
0.0% of portfolio
|
Q4 2025
Reduced 46.15%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
13
shares
|
$4,166
0.0% of portfolio
|
Q1 2023
Reduced 73.47%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
13
shares
|
$4,166
0.0% of portfolio
|
Q3 2025
Added 333.33%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
13
shares
|
$4,166
0.0% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
13
shares
|
$4,166
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
11
shares
|
$3,525
0.0% of portfolio
|
Q2 2025
Reduced 72.5%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
10
shares
|
$3,205
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
9
shares
|
$2,884
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
9
shares
|
$2,884
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
8
shares
|
$2,564
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
8
shares
|
$2,564
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
8
shares
|
$2,564
0.0% of portfolio
|
Q3 2025
Reduced 95.77%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
8
shares
|
$2,564
0.0% of portfolio
|
Q4 2025
New holding
|
|