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 |
|---|---|---|---|---|---|
|
Ames National Corp
Ames, IA |
Nov 12, 2025 Q3 2025 |
1,879
shares
|
$602,257
0.39% of portfolio
|
Q3 2025
Reduced 13.57%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 12, 2025 Q3 2025 |
1,874
shares
|
$600,654
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
1,872
shares
|
$600,013
0.69% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
1,863
shares
|
$597,128
0.2% of portfolio
|
Q3 2025
Added 11.96%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
1,859
shares
|
$595,846
0.46% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
1,854
shares
|
$594,244
0.27% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
1,853
shares
|
$593,923
0.47% of portfolio
|
Q4 2025
Added 1.26%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
1,849
shares
|
$592,641
0.44% of portfolio
|
Q3 2025
Added 35.56%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
1,846
shares
|
$591,679
0.18% of portfolio
|
Q3 2025
Reduced 19.63%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
1,842
shares
|
$590,397
0.15% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 16, 2026 Q4 2025 |
1,841
shares
|
$590,077
0.01% of portfolio
|
Q4 2025
Reduced 24.02%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
1,838
shares
|
$589,115
0.09% of portfolio
|
Q2 2025
Reduced 26.12%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
1,836
shares
|
$588,474
0.06% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
1,833
shares
|
$587,513
0.06% of portfolio
|
Q3 2025
Reduced 57.58%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
1,833
shares
|
$587,513
0.06% of portfolio
|
Q3 2025
Reduced 41.99%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
1,833
shares
|
$587,513
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
1,832
shares
|
$587,192
0.2% of portfolio
|
Q4 2025
Added 18.88%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
1,831
shares
|
$586,872
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
1,826
shares
|
$585,269
0.18% of portfolio
|
Q3 2025
Added 136.84%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 07, 2025 Q3 2025 |
1,821
shares
|
$583,666
0.34% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Jan 15, 2026 Q4 2025 |
1,820
shares
|
$583,346
0.22% of portfolio
|
Q4 2025
Reduced 0.55%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 12, 2026 Q4 2025 |
1,818
shares
|
$582,705
0.47% of portfolio
|
Q4 2025
Added 2.65%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,810
shares
|
$580,141
0.09% of portfolio
|
Q3 2025
Added 28.37%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
1,806
shares
|
$578,859
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Factorial Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,800
shares
|
$576,936
0.44% of portfolio
|
Q3 2025
New holding
|
|