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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
2,376
shares
|
$761,555
0.08% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
2,375
shares
|
$761,235
0.18% of portfolio
|
Q3 2025
Added 10.41%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
2,369
shares
|
$759,311
0.14% of portfolio
|
Q3 2025
Added 14.11%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
2,364
shares
|
$757,709
0.15% of portfolio
|
Q4 2025
Added 5.91%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
2,362
shares
|
$757,068
0.12% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
2,361
shares
|
$756,747
0.12% of portfolio
|
Q4 2025
Reduced 13.89%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
2,354
shares
|
$754,504
0.2% of portfolio
|
Q4 2025
Added 126.35%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,352
shares
|
$753,863
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 21, 2025 Q3 2025 |
2,349
shares
|
$752,901
0.09% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
2,348
shares
|
$752,580
0.32% of portfolio
|
Q3 2025
Reduced 10.31%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2026 Q4 2025 |
2,345
shares
|
$751,619
0.51% of portfolio
|
Q4 2025
Reduced 47.34%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
2,344
shares
|
$751,298
0.06% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
2,342
shares
|
$750,657
0.17% of portfolio
|
Q3 2025
Reduced 13.9%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,340
shares
|
$750,016
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
2,338
shares
|
$749,375
0.05% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
2,336
shares
|
$748,734
0.18% of portfolio
|
Q3 2025
Added 44.02%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
2,333
shares
|
$747,773
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
2,325
shares
|
$745,209
1.4% of portfolio
|
Q2 2024
Added 8.29%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
2,325
shares
|
$745,209
0.22% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
2,325
shares
|
$745,209
0.47% of portfolio
|
Q3 2025
Added 67.39%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
2,325
shares
|
$745,209
0.82% of portfolio
|
Q3 2025
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
2,324
shares
|
$744,888
0.07% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
2,323
shares
|
$744,567
0.73% of portfolio
|
Q4 2022
Added 0.13%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,322
shares
|
$744,247
0.13% of portfolio
|
Q3 2025
Added 34.38%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
2,318
shares
|
$742,965
0.18% of portfolio
|
Q4 2025
Reduced 10.95%
|
|