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 |
|---|---|---|---|---|---|
|
Cruiser Capital Advisors, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
2,000
shares
|
$641,040
1.56% of portfolio
|
Q3 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,989
shares
|
$637,514
0.46% of portfolio
|
Q1 2024
Added 12.88%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,985
shares
|
$636,232
0.06% of portfolio
|
Q3 2025
Reduced 62.57%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
1,984
shares
|
$635,911
0.48% of portfolio
|
Q4 2025
Reduced 2.84%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,980
shares
|
$634,629
0.82% of portfolio
|
Q2 2022
Reduced 3.37%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
1,974
shares
|
$632,706
0.24% of portfolio
|
Q3 2025
Added 33.74%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
1,974
shares
|
$632,706
0.51% of portfolio
|
Q2 2022
Added 30.82%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
1,968
shares
|
$630,783
0.64% of portfolio
|
Q4 2025
Reduced 8.93%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
1,967
shares
|
$630,462
0.14% of portfolio
|
Q4 2025
Added 2.88%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
1,965
shares
|
$629,821
0.1% of portfolio
|
Q3 2025
Added 14.44%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
1,964
shares
|
$629,501
0.06% of portfolio
|
Q3 2025
Added 17.53%
|
|
|
Dorato Capital Management
Denver, CO |
Jan 16, 2026 Q4 2025 |
1,964
shares
|
$629,501
0.49% of portfolio
|
Q4 2025
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
1,962
shares
|
$628,860
0.11% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
1,961
shares
|
$628,539
0.35% of portfolio
|
Q3 2025
Added 168.26%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
1,948
shares
|
$624,372
0.09% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
1,945
shares
|
$623,411
0.21% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
1,942
shares
|
$622,449
0.12% of portfolio
|
Q3 2025
Reduced 61.88%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
1,941
shares
|
$622,129
0.13% of portfolio
|
Q4 2025
Added 112.13%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
1,934
shares
|
$619,885
0.1% of portfolio
|
Q4 2025
Added 2.22%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
1,933
shares
|
$619,565
0.24% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
1,930
shares
|
$618,603
0.4% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
1,929
shares
|
$618,283
0.19% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
1,929
shares
|
$618,283
0.62% of portfolio
|
Q1 2023
Added 25.75%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
1,928
shares
|
$617,962
0.04% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,925
shares
|
$617,001
0.09% of portfolio
|
Q2 2025
New holding
|
|