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 |
|---|---|---|---|---|---|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
3,337
shares
|
$1.07 Million
0.47% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,335
shares
|
$1.07 Million
0.16% of portfolio
|
Q3 2022
Reduced 10.52%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
3,330
shares
|
$1.07 Million
0.45% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,317
shares
|
$1.06 Million
0.44% of portfolio
|
Q4 2024
Reduced 68.25%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
3,317
shares
|
$1.06 Million
0.46% of portfolio
|
Q1 2023
Added 24.84%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
3,317
shares
|
$1.06 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
3,316
shares
|
$1.06 Million
0.15% of portfolio
|
Q3 2025
Added 33.01%
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
3,300
shares
|
$1.06 Million
0.23% of portfolio
|
Q3 2025
Added 174.77%
|
|
|
Csu Producer Resources, Inc.
|
Nov 06, 2025 Q3 2025 |
3,300
shares
|
$1.06 Million
3.36% of portfolio
|
Q1 2021
Reduced 48.44%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
3,296
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2025
Reduced 16.47%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
3,289
shares
|
$1.05 Million
0.24% of portfolio
|
Q2 2025
Added 19.3%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
3,288
shares
|
$1.05 Million
0.49% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,287
shares
|
$1.05 Million
0.23% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
3,281
shares
|
$1.05 Million
0.34% of portfolio
|
Q1 2023
Added 0.24%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
3,264
shares
|
$1.05 Million
0.12% of portfolio
|
Q3 2025
Added 9.53%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
3,264
shares
|
$1.05 Million
0.31% of portfolio
|
Q3 2025
Added 20.49%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 21, 2025 Q3 2025 |
3,262
shares
|
$1.05 Million
0.38% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
3,258
shares
|
$1.04 Million
0.11% of portfolio
|
Q4 2025
Added 82.83%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
3,255
shares
|
$1.04 Million
0.1% of portfolio
|
Q3 2025
Added 20.6%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
3,249
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2025
Reduced 23.82%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
3,249
shares
|
$1.04 Million
0.13% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
3,240
shares
|
$1.04 Million
0.35% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
3,235
shares
|
$1.04 Million
0.19% of portfolio
|
Q3 2025
Added 110.75%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
3,228
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
3,218
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2023
Added 6.77%
|
|