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 |
|---|---|---|---|---|---|
|
Piscataqua Savings Bank
|
Jan 16, 2026 Q4 2025 |
5,225
shares
|
$1.67 Million
1.26% of portfolio
|
Q4 2025
Reduced 0.63%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Nov 03, 2025 Q3 2025 |
5,225
shares
|
$1.67 Million
0.65% of portfolio
|
Q3 2025
Reduced 56.35%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
5,215
shares
|
$1.67 Million
1.01% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
5,215
shares
|
$1.67 Million
0.07% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
5,214
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2025
Reduced 23.5%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
5,205
shares
|
$1.67 Million
0.91% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
5,190
shares
|
$1.66 Million
0.18% of portfolio
|
Q3 2025
Reduced 84.47%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,181
shares
|
$1.66 Million
0.74% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
5,181
shares
|
$1.66 Million
0.22% of portfolio
|
Q3 2025
Added 26.55%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Nov 06, 2025 Q3 2025 |
5,175
shares
|
$1.66 Million
0.24% of portfolio
|
Q2 2025
Added 370.45%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
5,169
shares
|
$1.66 Million
0.83% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
5,169
shares
|
$1.66 Million
0.32% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
5,163
shares
|
$1.65 Million
0.12% of portfolio
|
Q3 2025
Reduced 80.28%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
5,153
shares
|
$1.65 Million
1.08% of portfolio
|
Q2 2023
Reduced 8.47%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
5,147
shares
|
$1.65 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
5,137
shares
|
$1.65 Million
0.46% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
5,135
shares
|
$1.65 Million
0.6% of portfolio
|
Q3 2025
Added 43.92%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
5,129
shares
|
$1.64 Million
0.22% of portfolio
|
Q4 2025
Reduced 23.06%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
5,127
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2025
Added 16.02%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
5,115
shares
|
$1.64 Million
0.09% of portfolio
|
Q2 2025
Reduced 33.61%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 09, 2026 Q4 2025 |
5,114
shares
|
$1.64 Million
0.95% of portfolio
|
Q4 2025
Reduced 2.12%
|
|
|
Paralel Advisors LLC
|
Nov 03, 2025 Q3 2025 |
5,105
shares
|
$1.64 Million
0.07% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
5,095
shares
|
$1.63 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
5,094
shares
|
$1.63 Million
0.26% of portfolio
|
Q3 2025
Reduced 15.33%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
5,084
shares
|
$1.63 Million
0.41% of portfolio
|
Q4 2025
Added 9.31%
|
|