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 |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
4,603
shares
|
$1.48 Million
0.15% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
4,600
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
4,595
shares
|
$1.47 Million
0.34% of portfolio
|
Q4 2025
Reduced 16.52%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
4,587
shares
|
$1.47 Million
0.06% of portfolio
|
Q2 2025
Reduced 24.47%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
4,580
shares
|
$1.47 Million
0.19% of portfolio
|
Q2 2024
Reduced 84.92%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
4,573
shares
|
$1.47 Million
0.32% of portfolio
|
Q3 2025
Added 93.53%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
4,560
shares
|
$1.46 Million
0.12% of portfolio
|
Q3 2025
Reduced 43.84%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
4,559
shares
|
$1.46 Million
0.19% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
4,559
shares
|
$1.46 Million
0.08% of portfolio
|
Q4 2025
Reduced 20.3%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
4,556
shares
|
$1.46 Million
0.12% of portfolio
|
Q3 2025
Added 49.82%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
4,550
shares
|
$1.46 Million
0.14% of portfolio
|
Q3 2025
Added 73.33%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
4,549
shares
|
$1.46 Million
0.1% of portfolio
|
Q3 2025
Reduced 33.74%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
4,540
shares
|
$1.46 Million
0.64% of portfolio
|
Q3 2025
Added 23.64%
|
|
|
Sws Partners
|
Jan 16, 2026 Q4 2025 |
4,537
shares
|
$1.45 Million
0.28% of portfolio
|
Q4 2025
Added 4.9%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,537
shares
|
$1.45 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
4,529
shares
|
$1.45 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,525
shares
|
$1.45 Million
1.29% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
4,523
shares
|
$1.45 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,521
shares
|
$1.45 Million
0.22% of portfolio
|
Q3 2022
Reduced 1.63%
|
|
|
Tealwood Asset Management Inc
|
Jan 07, 2026 Q4 2025 |
4,506
shares
|
$1.44 Million
0.67% of portfolio
|
Q4 2025
Reduced 2.87%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 15, 2026 Q4 2025 |
4,504
shares
|
$1.44 Million
0.18% of portfolio
|
Q4 2025
Added 6.43%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
4,500
shares
|
$1.44 Million
0.16% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
4,492
shares
|
$1.44 Million
0.22% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
4,479
shares
|
$1.44 Million
0.44% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
4,472
shares
|
$1.43 Million
0.26% of portfolio
|
Q3 2025
Added 64.41%
|
|