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 |
|---|---|---|---|---|---|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
8,342
shares
|
$2.67 Million
1.65% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
8,340
shares
|
$2.67 Million
0.71% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
8,327
shares
|
$2.67 Million
0.9% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
8,323
shares
|
$2.67 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
8,322
shares
|
$2.67 Million
0.85% of portfolio
|
Q3 2025
Added 56.28%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
8,313
shares
|
$2.66 Million
0.86% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
8,298
shares
|
$2.66 Million
0.23% of portfolio
|
Q3 2025
Reduced 40.65%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
8,281
shares
|
$2.65 Million
0.17% of portfolio
|
Q3 2025
Added 32.18%
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
8,271
shares
|
$2.65 Million
1.41% of portfolio
|
Q3 2025
Reduced 25.67%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
8,266
shares
|
$2.65 Million
0.59% of portfolio
|
Q3 2025
Reduced 20.82%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
8,263
shares
|
$2.65 Million
0.66% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
8,204
shares
|
$2.63 Million
0.85% of portfolio
|
Q3 2025
Added 13.61%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
8,200
shares
|
$2.63 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2026 Q4 2025 |
8,191
shares
|
$2.63 Million
0.62% of portfolio
|
Q4 2025
Reduced 1.79%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
8,181
shares
|
$2.62 Million
1.76% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
8,178
shares
|
$2.62 Million
1.22% of portfolio
|
Q2 2022
Reduced 41.11%
|
|
|
Pensionfund Sabic
|
Jan 12, 2026 Q4 2025 |
8,150
shares
|
$2.61 Million
0.73% of portfolio
|
Q4 2025
Reduced 1.21%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
8,138
shares
|
$2.61 Million
0.48% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
Nov 17, 2025 Q3 2025 |
8,114
shares
|
$2.6 Million
1.83% of portfolio
|
Q3 2025
Added 84.49%
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Jan 16, 2026 Q4 2025 |
8,104
shares
|
$2.6 Million
2.24% of portfolio
|
Q4 2025
Added 3.84%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 12, 2026 Q4 2025 |
8,092
shares
|
$2.59 Million
0.36% of portfolio
|
Q4 2025
Reduced 55.64%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
8,071
shares
|
$2.59 Million
0.19% of portfolio
|
Q3 2025
Reduced 11.69%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
8,060
shares
|
$2.58 Million
0.08% of portfolio
|
Q3 2025
Reduced 60.02%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
7,957
shares
|
$2.55 Million
0.84% of portfolio
|
Q4 2024
Added 17.64%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
7,940
shares
|
$2.54 Million
0.36% of portfolio
|
Q3 2025
Added 3.57%
|
|