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 |
|---|---|---|---|---|---|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
3,832
shares
|
$1.23 Million
0.37% of portfolio
|
Q3 2025
Added 113.24%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
3,831
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
3,830
shares
|
$1.23 Million
0.19% of portfolio
|
Q3 2025
Added 109.29%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
3,828
shares
|
$1.23 Million
0.07% of portfolio
|
Q3 2025
Added 39.1%
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Oct 09, 2025 Q3 2025 |
3,819
shares
|
$1.22 Million
1.07% of portfolio
|
Q3 2025
Added 63.41%
|
|
|
Oak Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
3,813
shares
|
$1.22 Million
0.42% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
3,813
shares
|
$1.22 Million
0.41% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
3,804
shares
|
$1.22 Million
0.22% of portfolio
|
Q2 2025
Reduced 77.57%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,801
shares
|
$1.22 Million
2.16% of portfolio
|
Q4 2023
Reduced 22.84%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Oct 31, 2025 Q3 2025 |
3,792
shares
|
$1.22 Million
0.53% of portfolio
|
Q3 2025
Added 178.21%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
3,777
shares
|
$1.21 Million
0.32% of portfolio
|
Q3 2025
Added 22.51%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
3,766
shares
|
$1.21 Million
0.07% of portfolio
|
Q4 2025
Reduced 11.49%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
3,754
shares
|
$1.2 Million
0.43% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
3,742
shares
|
$1.2 Million
0.09% of portfolio
|
Q3 2025
Added 59.85%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
3,742
shares
|
$1.2 Million
1.16% of portfolio
|
Q3 2025
Added 21.02%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,728
shares
|
$1.19 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
3,727
shares
|
$1.19 Million
0.25% of portfolio
|
Q3 2025
Reduced 17.64%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
3,725
shares
|
$1.19 Million
0.19% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,724
shares
|
$1.19 Million
0.37% of portfolio
|
Q3 2025
Added 14.2%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
3,723
shares
|
$1.19 Million
0.14% of portfolio
|
Q4 2025
Added 13.33%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
3,720
shares
|
$1.19 Million
0.17% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
3,717
shares
|
$1.19 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
3,711
shares
|
$1.19 Million
0.26% of portfolio
|
Q4 2025
Added 30.39%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
3,707
shares
|
$1.19 Million
0.37% of portfolio
|
Q4 2025
Reduced 3.44%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
3,705
shares
|
$1.19 Million
0.16% of portfolio
|
Q3 2025
Added 138.72%
|
|