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 |
|---|---|---|---|---|---|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,573
shares
|
$824,697
0.2% of portfolio
|
Q3 2025
Reduced 43.87%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
2,568
shares
|
$823,095
0.32% of portfolio
|
Q3 2025
Reduced 9.0%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
2,562
shares
|
$821,172
0.04% of portfolio
|
Q3 2025
Reduced 80.39%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
2,559
shares
|
$820,210
0.14% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
2,557
shares
|
$819,569
0.15% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
2,557
shares
|
$819,569
0.29% of portfolio
|
Q3 2025
Added 35.29%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 15, 2026 Q4 2025 |
2,543
shares
|
$815,082
0.04% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
2,542
shares
|
$814,761
0.15% of portfolio
|
Q3 2025
Reduced 70.78%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
2,541
shares
|
$814,441
0.6% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
2,541
shares
|
$814,441
0.08% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 14, 2026 Q4 2025 |
2,532
shares
|
$811,556
0.09% of portfolio
|
Q4 2025
Reduced 0.59%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
2,513
shares
|
$805,466
0.01% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,512
shares
|
$805,146
0.08% of portfolio
|
Q1 2025
Reduced 74.6%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
2,504
shares
|
$802,582
0.21% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,502
shares
|
$801,941
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Rba Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,501
shares
|
$801,620
0.3% of portfolio
|
Q3 2025
Reduced 24.26%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,500
shares
|
$801,300
0.11% of portfolio
|
Q3 2025
Reduced 13.49%
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
2,497
shares
|
$800,338
0.21% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
2,492
shares
|
$798,735
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
2,489
shares
|
$797,774
0.02% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Oct 29, 2025 Q3 2025 |
2,489
shares
|
$797,774
0.33% of portfolio
|
Q1 2022
Reduced 16.73%
|
|
|
Salvus Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,478
shares
|
$794,248
0.49% of portfolio
|
Q4 2025
New holding
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
2,475
shares
|
$793,287
0.41% of portfolio
|
Q3 2025
Added 57.14%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,473
shares
|
$792,645
0.56% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,468
shares
|
$791,043
0.7% of portfolio
|
Q4 2023
Added 33.12%
|
|