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 |
|---|---|---|---|---|---|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
3,695
shares
|
$1.18 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
3,695
shares
|
$1.18 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
3,691
shares
|
$1.18 Million
0.18% of portfolio
|
Q3 2025
Reduced 30.52%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
3,688
shares
|
$1.18 Million
0.51% of portfolio
|
Q3 2025
Added 51.15%
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
3,685
shares
|
$1.18 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
3,684
shares
|
$1.18 Million
0.59% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
3,684
shares
|
$1.18 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
3,672
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2025
Added 964.35%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
3,671
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2025
Added 204.9%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
3,670
shares
|
$1.18 Million
0.56% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
3,670
shares
|
$1.18 Million
0.83% of portfolio
|
Q3 2023
Reduced 24.55%
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
3,658
shares
|
$1.17 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
3,643
shares
|
$1.17 Million
1.76% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Prudent Man Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
3,641
shares
|
$1.17 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
3,641
shares
|
$1.17 Million
0.92% of portfolio
|
Q1 2024
Reduced 45.01%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
3,630
shares
|
$1.16 Million
0.16% of portfolio
|
Q3 2025
Reduced 8.75%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
3,628
shares
|
$1.16 Million
0.29% of portfolio
|
Q3 2025
Reduced 15.02%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,623
shares
|
$1.16 Million
0.25% of portfolio
|
Q2 2024
Added 233.92%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
3,614
shares
|
$1.16 Million
1.18% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
3,601
shares
|
$1.15 Million
1.13% of portfolio
|
Q4 2022
Added 1.49%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
3,596
shares
|
$1.15 Million
0.16% of portfolio
|
Q3 2025
Added 38.79%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,592
shares
|
$1.15 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
3,591
shares
|
$1.15 Million
0.52% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
3,591
shares
|
$1.15 Million
0.12% of portfolio
|
Q3 2025
Reduced 11.18%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
3,591
shares
|
$1.15 Million
0.34% of portfolio
|
Q3 2025
Added 116.46%
|
|