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 |
|---|---|---|---|---|---|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
2,840
shares
|
$910,276
0.19% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
2,831
shares
|
$907,392
0.31% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
2,831
shares
|
$907,392
0.07% of portfolio
|
Q4 2025
Added 7.15%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
2,826
shares
|
$905,789
0.17% of portfolio
|
Q3 2025
Reduced 83.65%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
2,823
shares
|
$904,827
0.42% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
2,822
shares
|
$904,507
0.28% of portfolio
|
Q3 2025
Added 171.87%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,816
shares
|
$902,584
0.09% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
2,811
shares
|
$900,981
0.07% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Oct 29, 2025 Q3 2025 |
2,807
shares
|
$899,699
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
2,806
shares
|
$899,379
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 16, 2026 Q4 2025 |
2,806
shares
|
$899,379
0.38% of portfolio
|
Q4 2025
Added 12.11%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
2,794
shares
|
$895,532
0.46% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,793
shares
|
$895,212
1.91% of portfolio
|
Q3 2025
Added 384.06%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
2,786
shares
|
$892,968
0.24% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
2,785
shares
|
$892,648
0.05% of portfolio
|
Q3 2025
Reduced 12.42%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
2,784
shares
|
$892,327
0.09% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
2,783
shares
|
$892,007
0.24% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
2,780
shares
|
$891,045
0.17% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
2,779
shares
|
$890,725
0.12% of portfolio
|
Q4 2025
Reduced 4.63%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
2,772
shares
|
$888,481
0.05% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
2,767
shares
|
$886,878
0.37% of portfolio
|
Q4 2025
Added 15.53%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
2,766
shares
|
$886,558
0.32% of portfolio
|
Q4 2025
Reduced 46.99%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
2,766
shares
|
$886,558
0.17% of portfolio
|
Q3 2025
Added 33.3%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
2,765
shares
|
$886,237
0.25% of portfolio
|
Q3 2025
Added 26.43%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
2,759
shares
|
$884,314
0.08% of portfolio
|
Q3 2025
Added 10.32%
|
|