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 |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
2,175
shares
|
$697,131
0.06% of portfolio
|
Q4 2025
Reduced 35.86%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
2,173
shares
|
$696,489
0.05% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 16, 2026 Q4 2025 |
2,170
shares
|
$695,528
0.03% of portfolio
|
Q4 2025
Added 11.97%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 16, 2026 Q4 2025 |
2,163
shares
|
$693,284
0.41% of portfolio
|
Q4 2025
Added 227.23%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
2,162
shares
|
$692,964
0.09% of portfolio
|
Q3 2025
Reduced 18.08%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
2,160
shares
|
$692,323
0.14% of portfolio
|
Q3 2025
Reduced 12.09%
|
|
|
Presidio Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
2,159
shares
|
$692,002
0.21% of portfolio
|
Q4 2025
Added 12.74%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Oct 30, 2025 Q3 2025 |
2,159
shares
|
$692,002
0.41% of portfolio
|
Q3 2025
Added 61.0%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
2,156
shares
|
$691,041
0.11% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
2,155
shares
|
$690,720
0.19% of portfolio
|
Q3 2025
Reduced 22.76%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
2,153
shares
|
$690,079
0.08% of portfolio
|
Q3 2025
Reduced 57.79%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
2,151
shares
|
$689,438
0.17% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
2,144
shares
|
$687,194
0.35% of portfolio
|
Q3 2025
Added 78.67%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
2,143
shares
|
$686,874
1.01% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
2,143
shares
|
$686,874
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
2,142
shares
|
$686,553
0.1% of portfolio
|
Q3 2025
Reduced 44.68%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
2,139
shares
|
$685,592
0.07% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
Nov 20, 2025 Q3 2025 |
2,137
shares
|
$684,951
0.07% of portfolio
|
Q3 2025
Added 95.16%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,135
shares
|
$684,310
0.67% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
2,133
shares
|
$683,669
0.01% of portfolio
|
Q3 2025
Added 155.45%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
2,132
shares
|
$683,348
0.05% of portfolio
|
Q3 2025
Added 23.17%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
2,131
shares
|
$683,028
0.27% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
2,127
shares
|
$681,746
0.08% of portfolio
|
Q4 2025
Reduced 4.19%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
2,122
shares
|
$680,143
0.15% of portfolio
|
Q4 2024
Reduced 24.4%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,119
shares
|
$679,181
0.09% of portfolio
|
Q3 2024
Added 0.9%
|
|