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 |
|---|---|---|---|---|---|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
1,925
shares
|
$617,001
0.08% of portfolio
|
Q3 2025
Reduced 17.52%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
1,924
shares
|
$616,680
0.44% of portfolio
|
Q2 2025
Added 16.68%
|
|
|
Center Star Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,920
shares
|
$615,398
1.27% of portfolio
|
Q3 2025
New holding
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
1,920
shares
|
$615,398
0.16% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Diamant Asset Management, Inc.
|
Oct 29, 2025 Q3 2025 |
1,920
shares
|
$615,398
0.49% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
1,918
shares
|
$614,757
0.2% of portfolio
|
Q3 2025
Reduced 18.14%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
1,918
shares
|
$614,757
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
1,917
shares
|
$614,436
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
1,915
shares
|
$613,795
0.08% of portfolio
|
Q3 2025
Reduced 25.92%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
1,915
shares
|
$613,795
0.01% of portfolio
|
Q3 2025
Added 63.12%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,911
shares
|
$612,513
1.76% of portfolio
|
Q2 2022
Added 20.49%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,909
shares
|
$611,872
0.04% of portfolio
|
Q4 2025
Added 114.25%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
1,909
shares
|
$611,872
0.09% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
1,907
shares
|
$611,231
0.11% of portfolio
|
Q3 2025
Reduced 27.38%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,906
shares
|
$610,911
0.19% of portfolio
|
Q3 2023
Reduced 25.72%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
1,906
shares
|
$610,911
0.46% of portfolio
|
Q3 2025
Reduced 41.53%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 12, 2026 Q4 2025 |
1,905
shares
|
$610,590
0.14% of portfolio
|
Q4 2025
Added 9.48%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Nov 04, 2025 Q3 2025 |
1,900
shares
|
$608,988
1.15% of portfolio
|
Q3 2025
Reduced 88.76%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,899
shares
|
$608,667
0.74% of portfolio
|
Q3 2024
Added 53.27%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
1,893
shares
|
$606,744
0.11% of portfolio
|
Q3 2025
Reduced 30.71%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
1,889
shares
|
$605,462
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
1,886
shares
|
$604,500
0.25% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
1,884
shares
|
$603,859
0.1% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
1,884
shares
|
$603,859
0.22% of portfolio
|
Q3 2025
Added 28.43%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
1,879
shares
|
$602,257
0.1% of portfolio
|
Q3 2025
Reduced 0.53%
|
|