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 |
|---|---|---|---|---|---|
|
Mu Investments Co., Ltd.
|
Nov 07, 2023 Q3 2023 |
5,720
shares
|
$1.83 Million
3.86% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
5,709
shares
|
$1.83 Million
0.13% of portfolio
|
Q4 2025
Reduced 1.76%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
5,706
shares
|
$1.83 Million
3.23% of portfolio
|
Q4 2023
Added 4.58%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,694
shares
|
$1.83 Million
0.12% of portfolio
|
Q3 2025
Reduced 15.66%
|
|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
5,689
shares
|
$1.82 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
5,687
shares
|
$1.82 Million
0.06% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
5,682
shares
|
$1.82 Million
0.45% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
5,674
shares
|
$1.82 Million
0.29% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
5,662
shares
|
$1.81 Million
0.65% of portfolio
|
Q4 2025
Added 0.96%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
5,654
shares
|
$1.81 Million
0.17% of portfolio
|
Q3 2025
Reduced 21.78%
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
5,649
shares
|
$1.81 Million
0.32% of portfolio
|
Q3 2025
Added 78.65%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
5,636
shares
|
$1.81 Million
0.06% of portfolio
|
Q3 2025
Reduced 26.24%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
5,622
shares
|
$1.8 Million
0.1% of portfolio
|
Q3 2025
Added 19.95%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
5,618
shares
|
$1.8 Million
0.71% of portfolio
|
Q3 2025
Added 37.59%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
5,616
shares
|
$1.8 Million
0.52% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,583
shares
|
$1.79 Million
0.22% of portfolio
|
Q3 2025
Added 31.12%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
5,582
shares
|
$1.79 Million
0.05% of portfolio
|
Q3 2025
Reduced 16.97%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
5,562
shares
|
$1.78 Million
0.66% of portfolio
|
Q3 2025
Reduced 35.44%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
5,556
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2025
Reduced 62.71%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
5,543
shares
|
$1.78 Million
0.4% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
5,528
shares
|
$1.77 Million
0.64% of portfolio
|
Q3 2025
Added 59.58%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
5,500
shares
|
$1.76 Million
0.27% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
5,494
shares
|
$1.76 Million
0.13% of portfolio
|
Q3 2025
Reduced 64.68%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
5,491
shares
|
$1.76 Million
0.13% of portfolio
|
Q3 2025
Added 30.55%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,480
shares
|
$1.76 Million
0.14% of portfolio
|
Q3 2025
Reduced 71.08%
|
|