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 |
|---|---|---|---|---|---|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 15, 2026 Q4 2025 |
5,075
shares
|
$1.63 Million
1.21% of portfolio
|
Q4 2025
Added 6.89%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
5,067
shares
|
$1.62 Million
0.17% of portfolio
|
Q3 2025
Added 124.2%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Dec 15, 2025 Q3 2025 |
5,036
shares
|
$1.61 Million
0.79% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,028
shares
|
$1.61 Million
1.07% of portfolio
|
Q4 2022
Reduced 99.81%
|
|
|
Murphy Pohlad Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
5,025
shares
|
$1.61 Million
0.69% of portfolio
|
Q3 2025
Added 13.56%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
4,972
shares
|
$1.59 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Harvey Investment CO LLC
|
Oct 22, 2025 Q3 2025 |
4,968
shares
|
$1.59 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
4,929
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2025
Reduced 34.65%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
4,915
shares
|
$1.58 Million
0.76% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
4,904
shares
|
$1.57 Million
0.51% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
4,902
shares
|
$1.57 Million
0.29% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
4,899
shares
|
$1.57 Million
0.8% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
4,898
shares
|
$1.57 Million
0.24% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
4,886
shares
|
$1.57 Million
0.38% of portfolio
|
Q3 2025
Added 65.68%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,885
shares
|
$1.57 Million
0.63% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
4,883
shares
|
$1.57 Million
0.1% of portfolio
|
Q2 2025
Added 396.74%
|
|
|
Scott & Selber, Inc.
|
Jan 09, 2026 Q4 2025 |
4,869
shares
|
$1.56 Million
0.42% of portfolio
|
Q4 2025
Reduced 4.59%
|
|
|
Eos Management, L.P.
|
Nov 03, 2025 Q3 2025 |
4,843
shares
|
$1.55 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
4,842
shares
|
$1.55 Million
0.11% of portfolio
|
Q4 2025
Reduced 3.81%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
4,833
shares
|
$1.55 Million
1.55% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,822
shares
|
$1.55 Million
0.27% of portfolio
|
Q2 2023
Added 23.64%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
4,817
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2025
Reduced 36.37%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
4,808
shares
|
$1.54 Million
0.27% of portfolio
|
Q3 2025
Added 19.72%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
4,805
shares
|
$1.54 Million
0.2% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Nov 10, 2025 Q3 2025 |
4,800
shares
|
$1.54 Million
0.83% of portfolio
|
Q3 2025
Added 26.32%
|
|