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 |
|---|---|---|---|---|---|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
2,118
shares
|
$678,861
0.63% of portfolio
|
Q3 2025
Added 20.48%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
2,116
shares
|
$678,220
0.05% of portfolio
|
Q2 2025
Added 33.27%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
2,116
shares
|
$678,220
0.29% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
2,107
shares
|
$675,335
0.03% of portfolio
|
Q3 2025
Added 34.8%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
2,104
shares
|
$674,374
0.42% of portfolio
|
Q4 2025
Added 6.8%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
2,101
shares
|
$673,412
0.08% of portfolio
|
Q4 2025
Added 0.77%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
2,100
shares
|
$673,092
0.22% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
2,098
shares
|
$672,450
0.27% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
2,093
shares
|
$670,848
0.14% of portfolio
|
Q3 2025
Added 82.48%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
2,087
shares
|
$668,925
0.08% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,085
shares
|
$668,284
0.08% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
2,085
shares
|
$668,284
0.5% of portfolio
|
Q3 2025
Reduced 14.83%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
2,082
shares
|
$667,322
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
2,076
shares
|
$665,399
0.08% of portfolio
|
Q4 2025
Reduced 1.0%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,075
shares
|
$665,079
0.24% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
2,074
shares
|
$664,758
0.21% of portfolio
|
Q4 2025
Added 7.57%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
2,070
shares
|
$663,476
0.46% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
2,069
shares
|
$663,155
0.51% of portfolio
|
Q3 2025
Reduced 57.65%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 18, 2025 Q3 2025 |
2,068
shares
|
$662,835
0.07% of portfolio
|
Q3 2025
Reduced 30.88%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
2,064
shares
|
$661,553
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
2,063
shares
|
$661,232
0.16% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
2,059
shares
|
$659,950
0.08% of portfolio
|
Q3 2025
Added 11.9%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
2,058
shares
|
$659,630
0.19% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,057
shares
|
$659,309
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
2,057
shares
|
$659,309
0.92% of portfolio
|
Q2 2025
Added 0.05%
|
|