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 |
|---|---|---|---|---|---|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
5,476
shares
|
$1.76 Million
0.85% of portfolio
|
Q1 2024
Reduced 8.66%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 13, 2026 Q4 2025 |
5,467
shares
|
$1.75 Million
0.76% of portfolio
|
Q4 2025
Added 6.42%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
5,435
shares
|
$1.74 Million
0.2% of portfolio
|
Q3 2025
Added 68.21%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
5,426
shares
|
$1.74 Million
0.19% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
5,424
shares
|
$1.74 Million
0.53% of portfolio
|
Q3 2025
Added 12.55%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
5,424
shares
|
$1.74 Million
0.59% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
5,418
shares
|
$1.74 Million
0.46% of portfolio
|
Q3 2025
Added 175.17%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
5,416
shares
|
$1.74 Million
0.25% of portfolio
|
Q4 2024
Added 159.58%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
5,406
shares
|
$1.73 Million
0.22% of portfolio
|
Q3 2025
Reduced 34.12%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
5,399
shares
|
$1.73 Million
0.33% of portfolio
|
Q3 2025
Added 23.18%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
5,386
shares
|
$1.73 Million
0.27% of portfolio
|
Q4 2025
Reduced 15.05%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
5,372
shares
|
$1.72 Million
0.04% of portfolio
|
Q2 2025
Reduced 17.21%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
5,348
shares
|
$1.71 Million
0.54% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,336
shares
|
$1.71 Million
0.09% of portfolio
|
Q3 2025
Reduced 19.51%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
5,330
shares
|
$1.71 Million
0.13% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
5,282
shares
|
$1.69 Million
0.18% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
5,277
shares
|
$1.69 Million
0.68% of portfolio
|
Q3 2025
Added 12.56%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
5,275
shares
|
$1.69 Million
1.39% of portfolio
|
Q1 2024
Added 2.55%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
5,261
shares
|
$1.69 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
5,254
shares
|
$1.68 Million
1.25% of portfolio
|
Q4 2023
Added 12.99%
|
|
|
Lindenwold Advisors
|
Dec 16, 2025 Q3 2025 |
5,250
shares
|
$1.68 Million
0.89% of portfolio
|
Q3 2025
Reduced 39.59%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
5,246
shares
|
$1.68 Million
0.23% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
5,246
shares
|
$1.68 Million
0.06% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
5,245
shares
|
$1.68 Million
0.18% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
5,236
shares
|
$1.68 Million
0.38% of portfolio
|
Q3 2025
Added 5.35%
|
|