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 |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
2,467
shares
|
$790,722
0.29% of portfolio
|
Q3 2025
Added 68.86%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
2,465
shares
|
$790,081
0.21% of portfolio
|
Q3 2025
Added 19.78%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
2,458
shares
|
$787,838
0.39% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
2,453
shares
|
$786,235
0.14% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
2,452
shares
|
$785,915
0.06% of portfolio
|
Q3 2025
Added 88.18%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
2,445
shares
|
$783,671
0.31% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
2,444
shares
|
$783,350
0.17% of portfolio
|
Q3 2025
Added 45.74%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 06, 2026 Q4 2025 |
2,443
shares
|
$783,030
0.2% of portfolio
|
Q4 2025
Added 17.4%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
2,443
shares
|
$783,030
0.3% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
2,440
shares
|
$782,068
0.07% of portfolio
|
Q3 2025
Reduced 11.18%
|
|
|
Uncommon Cents Investing LLC
|
Jan 15, 2026 Q4 2025 |
2,440
shares
|
$782,068
0.2% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,430
shares
|
$778,863
0.23% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
2,429
shares
|
$778,543
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
2,422
shares
|
$776,299
0.02% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Oct 15, 2025 Q3 2025 |
2,417
shares
|
$774,696
0.43% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
2,413
shares
|
$773,414
0.41% of portfolio
|
Q3 2025
Added 22.36%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,411
shares
|
$772,773
0.24% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 16, 2026 Q4 2025 |
2,398
shares
|
$768,606
0.42% of portfolio
|
Q4 2025
Reduced 7.59%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
2,396
shares
|
$767,965
0.06% of portfolio
|
Q3 2025
Reduced 59.62%
|
|
|
George Kaiser Family Foundation
|
Nov 12, 2025 Q3 2025 |
2,395
shares
|
$767,645
0.12% of portfolio
|
Q2 2025
Added 117.73%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
2,392
shares
|
$766,683
0.13% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
2,382
shares
|
$763,478
0.33% of portfolio
|
Q3 2025
Added 263.11%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
2,379
shares
|
$762,517
0.09% of portfolio
|
Q3 2025
Reduced 33.86%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
2,377
shares
|
$761,876
0.19% of portfolio
|
Q3 2025
Added 40.07%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
2,377
shares
|
$761,876
0.58% of portfolio
|
Q3 2025
Added 78.05%
|
|