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 |
|---|---|---|---|---|---|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
3,066
shares
|
$982,714
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
3,064
shares
|
$982,073
0.04% of portfolio
|
Q3 2025
Added 7963.16%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
3,044
shares
|
$975,662
0.19% of portfolio
|
Q4 2025
Added 33.57%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
3,029
shares
|
$970,855
0.17% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
3,026
shares
|
$969,893
0.22% of portfolio
|
Q3 2025
Added 143.25%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
3,024
shares
|
$969,252
0.4% of portfolio
|
Q3 2022
Reduced 0.13%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
3,020
shares
|
$967,970
0.12% of portfolio
|
Q3 2025
Reduced 26.57%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
3,019
shares
|
$967,649
0.13% of portfolio
|
Q4 2025
Reduced 0.66%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
3,019
shares
|
$967,649
0.2% of portfolio
|
Q4 2025
Reduced 16.32%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 15, 2026 Q4 2025 |
3,019
shares
|
$967,649
0.68% of portfolio
|
Q4 2025
Reduced 7.99%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
3,017
shares
|
$967,008
0.08% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
3,014
shares
|
$966,047
0.81% of portfolio
|
Q3 2025
New holding
|
|
|
X Square Capital, LLC
|
Nov 10, 2025 Q3 2025 |
3,000
shares
|
$961,560
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
2,983
shares
|
$956,111
0.25% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Oct 29, 2025 Q3 2025 |
2,974
shares
|
$953,226
0.76% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,963
shares
|
$949,700
0.1% of portfolio
|
Q4 2023
Reduced 4.05%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
2,957
shares
|
$947,777
0.19% of portfolio
|
Q3 2025
Reduced 20.25%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,948
shares
|
$944,892
0.13% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
2,941
shares
|
$942,649
0.06% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 13, 2025 Q3 2025 |
2,937
shares
|
$941,367
0.14% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
2,937
shares
|
$941,367
0.44% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
2,927
shares
|
$938,162
0.19% of portfolio
|
Q3 2025
Reduced 72.33%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
2,927
shares
|
$938,162
0.22% of portfolio
|
Q3 2025
Reduced 33.1%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,926
shares
|
$937,841
0.53% of portfolio
|
Q1 2024
Added 0.38%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
2,923
shares
|
$936,879
0.01% of portfolio
|
Q3 2025
Added 4.17%
|
|