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 |
|---|---|---|---|---|---|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
3,472
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2025
Reduced 47.29%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
3,460
shares
|
$1.11 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,450
shares
|
$1.11 Million
0.22% of portfolio
|
Q4 2022
Reduced 5.48%
|
|
|
Pictet North America Advisors Sa
|
Jan 16, 2026 Q4 2025 |
3,440
shares
|
$1.1 Million
0.11% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
3,439
shares
|
$1.1 Million
0.44% of portfolio
|
Q3 2025
Added 172.29%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
3,437
shares
|
$1.1 Million
0.14% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
3,436
shares
|
$1.1 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,425
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2024
Reduced 30.16%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
3,422
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Added 20.28%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,422
shares
|
$1.1 Million
0.27% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,416
shares
|
$1.09 Million
0.15% of portfolio
|
Q4 2024
Added 213.97%
|
|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
3,412
shares
|
$1.09 Million
0.41% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
3,410
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
3,400
shares
|
$1.09 Million
0.15% of portfolio
|
Q3 2022
Reduced 18.56%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,398
shares
|
$1.09 Million
0.1% of portfolio
|
Q3 2025
Reduced 45.83%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
3,395
shares
|
$1.09 Million
0.19% of portfolio
|
Q3 2025
Added 34.03%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
3,390
shares
|
$1.09 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
3,387
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2025
Added 33.03%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
3,385
shares
|
$1.08 Million
0.4% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Defined Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
3,383
shares
|
$1.08 Million
0.66% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
3,382
shares
|
$1.08 Million
0.37% of portfolio
|
Q1 2023
Added 0.33%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
3,375
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2025
Added 94.41%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
3,363
shares
|
$1.08 Million
0.31% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,352
shares
|
$1.07 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
3,339
shares
|
$1.07 Million
0.43% of portfolio
|
Q3 2025
Added 310.2%
|
|