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 |
|---|---|---|---|---|---|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 15, 2026 Q4 2025 |
6,452
shares
|
$2.07 Million
0.75% of portfolio
|
Q4 2025
Reduced 19.52%
|
|
|
Timber Creek Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
6,449
shares
|
$2.07 Million
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
6,441
shares
|
$2.06 Million
2.12% of portfolio
|
Q3 2022
Reduced 2.36%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,430
shares
|
$2.06 Million
0.1% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
6,423
shares
|
$2.06 Million
1.7% of portfolio
|
Q4 2025
Reduced 14.71%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,412
shares
|
$2.06 Million
0.09% of portfolio
|
Q4 2022
Added 6.49%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
6,407
shares
|
$2.05 Million
0.64% of portfolio
|
Q3 2025
Added 7.83%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
6,405
shares
|
$2.05 Million
1.54% of portfolio
|
Q2 2024
Added 5.47%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
6,400
shares
|
$2.05 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
6,383
shares
|
$2.05 Million
1.07% of portfolio
|
Q3 2025
Added 398.67%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
6,377
shares
|
$2.04 Million
0.07% of portfolio
|
Q3 2025
Reduced 72.86%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
6,375
shares
|
$2.04 Million
0.35% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
6,374
shares
|
$2.04 Million
0.03% of portfolio
|
Q3 2025
Reduced 52.55%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
6,372
shares
|
$2.04 Million
0.14% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,364
shares
|
$2.04 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
6,347
shares
|
$2.03 Million
0.05% of portfolio
|
Q4 2025
Reduced 33.13%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
6,340
shares
|
$2.03 Million
1.15% of portfolio
|
Q4 2025
Added 11.95%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jan 14, 2026 Q4 2025 |
6,313
shares
|
$2.02 Million
1.39% of portfolio
|
Q4 2025
Reduced 15.19%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
6,310
shares
|
$2.02 Million
0.87% of portfolio
|
Q4 2022
Added 9.19%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
6,307
shares
|
$2.02 Million
0.17% of portfolio
|
Q4 2025
Added 7.43%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
6,304
shares
|
$2.02 Million
0.22% of portfolio
|
Q3 2025
Reduced 65.27%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
6,303
shares
|
$2.02 Million
0.13% of portfolio
|
Q3 2025
Reduced 30.25%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 29, 2025 Q3 2025 |
6,297
shares
|
$2.02 Million
1.17% of portfolio
|
Q3 2025
Added 22.18%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
6,292
shares
|
$2.02 Million
1.36% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
6,291
shares
|
$2.02 Million
0.05% of portfolio
|
Q3 2025
Reduced 30.51%
|
|