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 |
|---|---|---|---|---|---|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
3,200
shares
|
$1.03 Million
1.64% of portfolio
|
Q3 2025
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
3,200
shares
|
$1.03 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
3,192
shares
|
$1.02 Million
0.28% of portfolio
|
Q2 2025
Added 13.68%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2025 Q3 2025 |
3,187
shares
|
$1.02 Million
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
3,178
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2025
Reduced 5.08%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
3,176
shares
|
$1.02 Million
0.28% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
3,175
shares
|
$1.02 Million
0.16% of portfolio
|
Q3 2025
Reduced 51.14%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
3,169
shares
|
$1.02 Million
0.12% of portfolio
|
Q3 2025
Reduced 21.91%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
3,167
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
Added 82.75%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
3,159
shares
|
$1.01 Million
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
3,156
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2025
Added 32.72%
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
3,145
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2025
Reduced 12.71%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
3,145
shares
|
$1.01 Million
0.33% of portfolio
|
Q3 2025
Added 1369.63%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
3,145
shares
|
$1.01 Million
0.34% of portfolio
|
Q3 2025
Reduced 18.35%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
3,133
shares
|
$1 Million
0.11% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
3,127
shares
|
$1 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Trust Investment Advisors
|
Nov 24, 2025 Q3 2025 |
3,118
shares
|
$999,381
0.64% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
3,098
shares
|
$992,970
0.43% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
3,096
shares
|
$992,329
0.74% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
3,095
shares
|
$992,009
0.03% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
3,090
shares
|
$990,406
0.38% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
3,086
shares
|
$989,124
0.14% of portfolio
|
Q4 2025
Reduced 9.74%
|
|
|
Buckley Wealth Management, LLC
|
Nov 14, 2025 Q3 2025 |
3,081
shares
|
$987,522
0.3% of portfolio
|
Q3 2025
Reduced 7.97%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
3,076
shares
|
$985,919
0.03% of portfolio
|
Q3 2025
Reduced 8.48%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Nov 14, 2025 Q3 2025 |
3,074
shares
|
$985,278
0.03% of portfolio
|
Q2 2025
New holding
|
|