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 |
|---|---|---|---|---|---|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 15, 2026 Q4 2025 |
2,668
shares
|
$855,147
0.49% of portfolio
|
Q4 2025
Reduced 8.66%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
2,657
shares
|
$851,621
0.19% of portfolio
|
Q3 2025
Reduced 13.48%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
2,655
shares
|
$850,980
0.27% of portfolio
|
Q3 2025
Added 123.86%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
2,651
shares
|
$849,698
0.39% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Q Fund Management (Hong Kong) LTD
Hong Kong, |
Jan 13, 2026 Q4 2025 |
2,650
shares
|
$849,378
0.82% of portfolio
|
Q4 2025
New holding
|
|
|
Pictet Bank & Trust LTD
|
Jan 16, 2026 Q4 2025 |
2,642
shares
|
$846,813
1.05% of portfolio
|
Q4 2025
Added 3.41%
|
|
|
Todd Asset Management LLC
|
Nov 07, 2025 Q3 2025 |
2,641
shares
|
$846,493
0.02% of portfolio
|
Q2 2025
Reduced 94.33%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
2,637
shares
|
$845,211
0.16% of portfolio
|
Q3 2025
Reduced 75.94%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
2,631
shares
|
$843,288
0.27% of portfolio
|
Q4 2024
Reduced 25.55%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
2,630
shares
|
$842,967
0.17% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
2,623
shares
|
$840,723
0.11% of portfolio
|
Q4 2025
Added 6.8%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
2,620
shares
|
$839,762
0.18% of portfolio
|
Q3 2023
Added 8.0%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
2,619
shares
|
$839,441
0.1% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
2,613
shares
|
$837,518
0.1% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 12, 2026 Q4 2025 |
2,612
shares
|
$837,198
0.26% of portfolio
|
Q4 2025
Reduced 4.04%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
2,605
shares
|
$834,954
0.13% of portfolio
|
Q3 2025
Added 149.76%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
2,604
shares
|
$834,634
0.03% of portfolio
|
Q4 2025
Reduced 39.2%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
2,603
shares
|
$834,313
0.12% of portfolio
|
Q3 2025
Added 27.47%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
2,602
shares
|
$833,993
0.02% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
2,600
shares
|
$833,352
0.11% of portfolio
|
Q3 2025
Reduced 32.1%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2025 Q3 2025 |
2,595
shares
|
$831,749
0.45% of portfolio
|
Q3 2025
Reduced 99.11%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,594
shares
|
$831,428
0.13% of portfolio
|
Q3 2025
Reduced 89.21%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
2,590
shares
|
$830,146
0.19% of portfolio
|
Q4 2025
Reduced 7.76%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
2,589
shares
|
$829,826
0.14% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
2,589
shares
|
$829,826
0.14% of portfolio
|
Q3 2025
Reduced 13.73%
|
|