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 |
|---|---|---|---|---|---|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
2,741
shares
|
$878,545
0.44% of portfolio
|
Q3 2025
Added 49.7%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
2,740
shares
|
$878,224
0.07% of portfolio
|
Q4 2025
Added 11.93%
|
|
|
Edge Rock Capital LLC
|
Jan 14, 2026 Q4 2025 |
2,737
shares
|
$877,263
0.31% of portfolio
|
Q4 2025
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
2,736
shares
|
$876,942
0.15% of portfolio
|
Q1 2025
Added 29.61%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
2,728
shares
|
$874,378
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Tang Capital Management LLC
San Diego, CA |
Nov 14, 2025 Q3 2025 |
2,721
shares
|
$872,134
0.04% of portfolio
|
Q2 2025
Reduced 23.16%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
2,710
shares
|
$868,609
0.25% of portfolio
|
Q4 2025
Reduced 1.63%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
2,706
shares
|
$867,327
0.07% of portfolio
|
Q3 2025
Reduced 57.9%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,706
shares
|
$867,327
1.13% of portfolio
|
Q2 2022
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,700
shares
|
$865,404
0.07% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
2,700
shares
|
$865,404
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
2,700
shares
|
$865,404
0.77% of portfolio
|
Q1 2022
Added 58.82%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,692
shares
|
$862,839
0.77% of portfolio
|
Q2 2024
Reduced 9.39%
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
2,690
shares
|
$862,198
0.44% of portfolio
|
Q3 2025
Reduced 26.22%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,685
shares
|
$860,596
0.18% of portfolio
|
Q2 2021
Reduced 0.41%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
2,683
shares
|
$859,955
0.27% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,682
shares
|
$859,634
0.69% of portfolio
|
Q2 2023
Reduced 0.04%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
2,680
shares
|
$858,993
0.21% of portfolio
|
Q2 2025
Added 18.06%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
2,679
shares
|
$858,673
0.13% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
2,677
shares
|
$858,032
1.58% of portfolio
|
Q3 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
2,676
shares
|
$857,711
0.06% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,675
shares
|
$857,391
0.28% of portfolio
|
Q3 2025
Added 155.74%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
2,673
shares
|
$856,749
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,670
shares
|
$855,788
0.06% of portfolio
|
Q3 2025
Added 146.54%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
2,668
shares
|
$855,147
0.01% of portfolio
|
Q3 2025
Reduced 49.87%
|
|