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 |
|---|---|---|---|---|---|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
4,162
shares
|
$1.33 Million
0.41% of portfolio
|
Q4 2022
Added 0.77%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
4,141
shares
|
$1.33 Million
0.23% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
4,141
shares
|
$1.33 Million
2.27% of portfolio
|
Q3 2022
Reduced 80.64%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
4,135
shares
|
$1.33 Million
0.42% of portfolio
|
Q3 2025
Added 280.76%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
4,132
shares
|
$1.32 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
4,130
shares
|
$1.32 Million
0.12% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,120
shares
|
$1.32 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
4,109
shares
|
$1.32 Million
0.07% of portfolio
|
Q3 2025
Reduced 12.22%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
4,097
shares
|
$1.31 Million
1.0% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,095
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2025
Reduced 17.37%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
4,094
shares
|
$1.31 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,066
shares
|
$1.3 Million
1.37% of portfolio
|
Q1 2021
Added 0.1%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
4,066
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2025
Added 4.47%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
4,063
shares
|
$1.3 Million
0.24% of portfolio
|
Q3 2025
Added 471.45%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 14, 2026 Q4 2025 |
4,062
shares
|
$1.3 Million
1.14% of portfolio
|
Q4 2025
Reduced 2.05%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
4,058
shares
|
$1.3 Million
0.05% of portfolio
|
Q4 2025
Reduced 18.04%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
4,055
shares
|
$1.3 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
4,051
shares
|
$1.3 Million
0.16% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
4,036
shares
|
$1.29 Million
0.15% of portfolio
|
Q3 2025
Reduced 20.05%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
4,034
shares
|
$1.29 Million
0.15% of portfolio
|
Q3 2025
Added 13.51%
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 20, 2025 Q3 2025 |
4,031
shares
|
$1.29 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
4,028
shares
|
$1.29 Million
2.09% of portfolio
|
Q4 2023
New holding
|
|
|
Forefront Wealth Management Inc.
|
Oct 28, 2025 Q3 2025 |
4,008
shares
|
$1.28 Million
1.13% of portfolio
|
Q3 2025
Reduced 15.46%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
4,000
shares
|
$1.28 Million
0.46% of portfolio
|
Q2 2025
Reduced 19.42%
|
|
|
Ariose Capital Management LTD
Central, Hong Kong, K3 |
Oct 21, 2025 Q3 2025 |
4,000
shares
|
$1.28 Million
0.58% of portfolio
|
Q3 2025
New holding
|
|