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 |
|---|---|---|---|---|---|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
6,289
shares
|
$2.02 Million
1.03% of portfolio
|
Q1 2025
Added 60.07%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
6,283
shares
|
$2.01 Million
0.1% of portfolio
|
Q3 2025
Reduced 23.29%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
6,256
shares
|
$2.01 Million
0.47% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2025 Q3 2025 |
6,254
shares
|
$2 Million
0.68% of portfolio
|
Q3 2025
Reduced 36.66%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
6,250
shares
|
$2 Million
0.02% of portfolio
|
Q3 2025
Reduced 39.13%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
6,233
shares
|
$2 Million
0.27% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
6,213
shares
|
$1.99 Million
0.29% of portfolio
|
Q3 2025
Added 51.87%
|
|
|
Del Sette Capital Management, LLC
|
Nov 18, 2025 Q3 2025 |
6,203
shares
|
$1.99 Million
1.42% of portfolio
|
Q3 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
6,197
shares
|
$1.99 Million
0.38% of portfolio
|
Q3 2025
Added 20.87%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
6,185
shares
|
$1.98 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
6,182
shares
|
$1.98 Million
0.2% of portfolio
|
Q3 2025
Added 7.57%
|
|
|
Delta Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
6,165
shares
|
$1.98 Million
0.74% of portfolio
|
Q4 2025
Reduced 11.49%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jan 16, 2026 Q4 2025 |
6,165
shares
|
$1.98 Million
1.21% of portfolio
|
Q4 2025
Added 14.66%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
6,161
shares
|
$1.97 Million
0.13% of portfolio
|
Q3 2025
Reduced 66.82%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
6,111
shares
|
$1.96 Million
0.05% of portfolio
|
Q3 2025
Added 86.03%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
6,094
shares
|
$1.95 Million
0.13% of portfolio
|
Q3 2025
Reduced 41.58%
|
|
|
Capital Wealth Planning, LLC
|
Nov 13, 2025 Q3 2025 |
6,088
shares
|
$1.95 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.88%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
6,060
shares
|
$1.94 Million
0.16% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
6,059
shares
|
$1.94 Million
0.55% of portfolio
|
Q4 2022
Added 4.66%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
6,045
shares
|
$1.94 Million
0.64% of portfolio
|
Q2 2025
Reduced 29.78%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
6,023
shares
|
$1.93 Million
0.38% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
6,019
shares
|
$1.93 Million
0.62% of portfolio
|
Q3 2025
Added 23.52%
|
|
|
Viking Fund Management LLC
|
Jan 12, 2026 Q4 2025 |
6,000
shares
|
$1.92 Million
0.23% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
5,984
shares
|
$1.92 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 13, 2025 Q3 2025 |
5,983
shares
|
$1.92 Million
1.37% of portfolio
|
Q3 2025
Reduced 3.06%
|
|