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 |
|---|---|---|---|---|---|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
3,997
shares
|
$1.28 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
3,992
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2025
Reduced 20.34%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
3,989
shares
|
$1.28 Million
0.13% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
3,966
shares
|
$1.27 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 24, 2025 Q3 2025 |
3,965
shares
|
$1.27 Million
0.3% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
3,963
shares
|
$1.27 Million
0.17% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
3,957
shares
|
$1.27 Million
0.82% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
3,956
shares
|
$1.27 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 10, 2025 Q3 2025 |
3,953
shares
|
$1.27 Million
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Nov 10, 2025 Q3 2025 |
3,914
shares
|
$1.25 Million
0.12% of portfolio
|
Q3 2025
Reduced 30.38%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
3,904
shares
|
$1.25 Million
0.37% of portfolio
|
Q1 2025
Reduced 60.36%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
3,903
shares
|
$1.25 Million
0.5% of portfolio
|
Q3 2025
Added 18.06%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
3,902
shares
|
$1.25 Million
0.41% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
3,894
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2025
Added 60.05%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Nov 06, 2025 Q3 2025 |
3,889
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2025
Added 130.8%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,883
shares
|
$1.24 Million
0.46% of portfolio
|
Q1 2024
Added 6.79%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 13, 2026 Q4 2025 |
3,879
shares
|
$1.24 Million
0.48% of portfolio
|
Q4 2025
Added 29.6%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
3,872
shares
|
$1.24 Million
0.76% of portfolio
|
Q3 2025
Reduced 54.88%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
3,860
shares
|
$1.24 Million
0.88% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
3,857
shares
|
$1.24 Million
0.11% of portfolio
|
Q4 2025
Added 17.13%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,855
shares
|
$1.24 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
3,852
shares
|
$1.23 Million
0.38% of portfolio
|
Q3 2025
Reduced 42.34%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
3,852
shares
|
$1.23 Million
0.52% of portfolio
|
Q4 2025
Reduced 6.16%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,842
shares
|
$1.23 Million
0.06% of portfolio
|
Q3 2025
Reduced 29.45%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
3,833
shares
|
$1.23 Million
0.19% of portfolio
|
Q3 2025
Added 11.62%
|
|