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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
2,055
shares
|
$658,668
0.04% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
2,050
shares
|
$657,066
0.21% of portfolio
|
Q3 2025
Added 21.02%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
2,049
shares
|
$656,745
0.04% of portfolio
|
Q3 2025
Added 12.71%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
2,048
shares
|
$656,424
0.52% of portfolio
|
Q3 2025
Added 36.08%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
2,047
shares
|
$656,104
0.05% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
2,047
shares
|
$656,104
0.38% of portfolio
|
Q3 2025
Reduced 43.75%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
2,045
shares
|
$655,463
0.47% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
2,045
shares
|
$655,463
0.3% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
2,045
shares
|
$655,463
0.42% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
2,042
shares
|
$654,501
0.72% of portfolio
|
Q3 2022
Added 216.1%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
2,040
shares
|
$653,860
0.46% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
2,039
shares
|
$653,540
0.07% of portfolio
|
Q3 2025
Added 18.55%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
2,035
shares
|
$652,258
0.08% of portfolio
|
Q3 2025
Added 27.03%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
2,030
shares
|
$650,655
0.2% of portfolio
|
Q3 2025
Reduced 15.2%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
2,029
shares
|
$650,335
0.06% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Oct 30, 2025 Q3 2025 |
2,027
shares
|
$649,694
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
2,027
shares
|
$649,694
0.06% of portfolio
|
Q4 2025
Added 11.87%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
2,027
shares
|
$649,694
0.24% of portfolio
|
Q3 2025
Reduced 68.77%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,024
shares
|
$648,732
0.52% of portfolio
|
Q2 2023
Reduced 1.32%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
2,012
shares
|
$644,886
0.1% of portfolio
|
Q3 2025
Added 58.68%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,008
shares
|
$643,604
0.12% of portfolio
|
Q3 2025
Reduced 27.67%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
2,008
shares
|
$643,604
0.08% of portfolio
|
Q3 2025
Added 148.51%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,006
shares
|
$642,963
0.01% of portfolio
|
Q3 2025
Reduced 92.37%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
2,004
shares
|
$642,322
0.19% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Mc Lean Asset Management Corp
|
Jan 15, 2026 Q4 2025 |
2,000
shares
|
$641,040
0.12% of portfolio
|
Q4 2025
Added 1.63%
|
|