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 |
|---|---|---|---|---|---|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Nov 04, 2025 Q3 2025 |
4,471
shares
|
$1.43 Million
0.9% of portfolio
|
Q3 2025
Added 45.59%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
4,445
shares
|
$1.42 Million
0.43% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
4,439
shares
|
$1.42 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
4,437
shares
|
$1.42 Million
0.13% of portfolio
|
Q3 2025
Reduced 15.97%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
4,435
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2025
Reduced 28.51%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,431
shares
|
$1.42 Million
0.16% of portfolio
|
Q3 2025
Added 10.94%
|
|
|
Deltec Asset Management LLC
|
Oct 24, 2025 Q3 2025 |
4,420
shares
|
$1.42 Million
0.28% of portfolio
|
Q3 2025
Reduced 31.15%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,419
shares
|
$1.42 Million
0.06% of portfolio
|
Q3 2025
Added 28.46%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
4,407
shares
|
$1.41 Million
0.87% of portfolio
|
Q3 2025
Added 84.7%
|
|
|
Finivi Inc.
Westborough, MA |
Dec 19, 2025 Q3 2025 |
4,404
shares
|
$1.41 Million
0.97% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
4,402
shares
|
$1.41 Million
0.13% of portfolio
|
Q4 2025
Added 12.76%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 10, 2025 Q3 2025 |
4,400
shares
|
$1.41 Million
1.07% of portfolio
|
Q3 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
4,389
shares
|
$1.41 Million
0.14% of portfolio
|
Q4 2025
Added 11.94%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,377
shares
|
$1.4 Million
0.57% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
4,373
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2025
Added 41.43%
|
|
|
Jensen Investment Management Inc
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
4,373
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 57.98%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
4,371
shares
|
$1.4 Million
0.89% of portfolio
|
Q4 2023
Reduced 2.61%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
4,367
shares
|
$1.4 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,352
shares
|
$1.39 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
4,342
shares
|
$1.39 Million
0.26% of portfolio
|
Q3 2025
Added 17.93%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
4,338
shares
|
$1.39 Million
0.15% of portfolio
|
Q4 2025
Added 0.7%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
4,321
shares
|
$1.38 Million
0.46% of portfolio
|
Q4 2025
Added 17.29%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
4,314
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
4,314
shares
|
$1.38 Million
0.08% of portfolio
|
Q3 2025
Reduced 22.69%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
4,304
shares
|
$1.38 Million
0.38% of portfolio
|
Q3 2025
Added 0.47%
|
|