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 3,792 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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
9,113
shares
|
$2.92 Million
0.07% of portfolio
|
Q3 2025
Reduced 25.95%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
9,103
shares
|
$2.92 Million
0.49% of portfolio
|
Q3 2025
Added 27.96%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
9,080
shares
|
$2.91 Million
1.12% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
9,047
shares
|
$2.9 Million
0.13% of portfolio
|
Q3 2025
Reduced 18.97%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
9,013
shares
|
$2.89 Million
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
9,004
shares
|
$2.89 Million
0.09% of portfolio
|
Q3 2025
Added 95.48%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
9,001
shares
|
$2.89 Million
1.99% of portfolio
|
Q4 2025
Added 16.99%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,000
shares
|
$2.88 Million
0.03% of portfolio
|
Q3 2025
Reduced 92.94%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Dec 15, 2025 Q3 2025 |
8,992
shares
|
$2.88 Million
0.28% of portfolio
|
Q3 2025
Added 36.82%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
8,977
shares
|
$2.88 Million
0.2% of portfolio
|
Q3 2025
Reduced 13.67%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
8,976
shares
|
$2.88 Million
0.16% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
8,931
shares
|
$2.86 Million
0.17% of portfolio
|
Q3 2025
Added 25.77%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
8,910
shares
|
$2.86 Million
0.79% of portfolio
|
Q4 2025
Reduced 30.82%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
8,901
shares
|
$2.85 Million
0.06% of portfolio
|
Q4 2025
Reduced 0.69%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
8,884
shares
|
$2.85 Million
1.04% of portfolio
|
Q3 2025
Reduced 13.51%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
8,878
shares
|
$2.85 Million
0.92% of portfolio
|
Q3 2025
Reduced 18.38%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Nov 03, 2025 Q3 2025 |
8,873
shares
|
$2.84 Million
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
8,862
shares
|
$2.84 Million
0.19% of portfolio
|
Q3 2025
Added 28.05%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
8,860
shares
|
$2.84 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 05, 2026 Q4 2025 |
8,857
shares
|
$2.84 Million
1.6% of portfolio
|
Q4 2025
Reduced 1.8%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
8,851
shares
|
$2.84 Million
0.53% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
8,828
shares
|
$2.83 Million
0.39% of portfolio
|
Q3 2025
Reduced 64.55%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
8,817
shares
|
$2.83 Million
0.1% of portfolio
|
Q3 2025
Added 23.99%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Nov 10, 2025 Q3 2025 |
8,783
shares
|
$2.82 Million
0.71% of portfolio
|
Q3 2025
Reduced 12.64%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
8,760
shares
|
$2.81 Million
0.68% of portfolio
|
Q4 2025
Reduced 12.85%
|
|