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 |
|---|---|---|---|---|---|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
6,788
shares
|
$2.18 Million
0.98% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Nov 12, 2025 Q3 2025 |
6,773
shares
|
$2.17 Million
1.05% of portfolio
|
Q3 2025
Reduced 59.32%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
6,761
shares
|
$2.17 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
6,756
shares
|
$2.17 Million
0.26% of portfolio
|
Q3 2025
Added 161.76%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 09, 2026 Q4 2025 |
6,742
shares
|
$2.16 Million
0.98% of portfolio
|
Q4 2025
Reduced 31.39%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
6,737
shares
|
$2.16 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
6,735
shares
|
$2.16 Million
0.85% of portfolio
|
Q3 2025
Added 18.05%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
6,712
shares
|
$2.15 Million
0.1% of portfolio
|
Q3 2025
Reduced 57.01%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
6,706
shares
|
$2.15 Million
0.41% of portfolio
|
Q3 2025
Added 130.76%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,682
shares
|
$2.14 Million
0.35% of portfolio
|
Q4 2022
Reduced 1.49%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
6,664
shares
|
$2.14 Million
0.24% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
6,664
shares
|
$2.14 Million
0.09% of portfolio
|
Q4 2025
Reduced 2.69%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
6,654
shares
|
$2.13 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
6,650
shares
|
$2.13 Million
0.29% of portfolio
|
Q4 2025
Added 8.57%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
6,613
shares
|
$2.12 Million
0.08% of portfolio
|
Q3 2025
Reduced 76.84%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
6,601
shares
|
$2.12 Million
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
6,587
shares
|
$2.11 Million
0.35% of portfolio
|
Q3 2025
Added 161.39%
|
|
|
Legato Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
6,566
shares
|
$2.1 Million
0.26% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
6,545
shares
|
$2.1 Million
0.02% of portfolio
|
Q4 2025
Reduced 11.09%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
6,539
shares
|
$2.1 Million
0.17% of portfolio
|
Q3 2025
Added 28.49%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
6,534
shares
|
$2.09 Million
0.83% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
6,501
shares
|
$2.08 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
6,489
shares
|
$2.08 Million
0.18% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,479
shares
|
$2.08 Million
0.21% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
6,475
shares
|
$2.08 Million
0.14% of portfolio
|
Q3 2025
Added 4.98%
|
|