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 |
|---|---|---|---|---|---|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
4,800
shares
|
$1.54 Million
0.27% of portfolio
|
Q3 2025
Reduced 35.43%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
4,790
shares
|
$1.54 Million
0.56% of portfolio
|
Q3 2025
Added 19.66%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
4,779
shares
|
$1.53 Million
0.11% of portfolio
|
Q3 2025
Reduced 10.62%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
4,776
shares
|
$1.53 Million
0.16% of portfolio
|
Q4 2025
Reduced 8.77%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
4,767
shares
|
$1.53 Million
4.29% of portfolio
|
Q4 2022
Added 24.63%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
4,766
shares
|
$1.53 Million
0.08% of portfolio
|
Q3 2025
Reduced 33.92%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
4,754
shares
|
$1.52 Million
0.22% of portfolio
|
Q4 2025
Added 3.66%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
4,749
shares
|
$1.52 Million
1.13% of portfolio
|
Q1 2024
Reduced 7.97%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
4,739
shares
|
$1.52 Million
0.24% of portfolio
|
Q3 2025
Added 45.59%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,733
shares
|
$1.52 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
4,713
shares
|
$1.51 Million
0.05% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2026 Q4 2025 |
4,712
shares
|
$1.51 Million
1.38% of portfolio
|
Q4 2025
Reduced 10.06%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
4,687
shares
|
$1.5 Million
0.2% of portfolio
|
Q3 2025
Reduced 27.28%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
4,683
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2025
Added 25.31%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
4,678
shares
|
$1.5 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
4,673
shares
|
$1.5 Million
0.16% of portfolio
|
Q4 2025
Reduced 3.37%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
4,660
shares
|
$1.49 Million
0.93% of portfolio
|
Q3 2025
Added 518.86%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
4,648
shares
|
$1.49 Million
0.12% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
4,637
shares
|
$1.49 Million
0.49% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,635
shares
|
$1.49 Million
0.06% of portfolio
|
Q3 2025
Reduced 39.67%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
4,632
shares
|
$1.48 Million
0.24% of portfolio
|
Q4 2025
Reduced 8.57%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
4,629
shares
|
$1.48 Million
0.55% of portfolio
|
Q1 2025
Added 182.26%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
4,615
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
4,607
shares
|
$1.48 Million
0.68% of portfolio
|
Q3 2025
Reduced 10.25%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
4,604
shares
|
$1.48 Million
0.25% of portfolio
|
Q1 2025
Added 5.99%
|
|