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 |
|---|---|---|---|---|---|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,743
shares
|
$558,666
1.35% of portfolio
|
Q3 2024
Added 26.21%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
1,737
shares
|
$556,743
0.06% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,732
shares
|
$555,140
0.1% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
1,732
shares
|
$555,140
0.12% of portfolio
|
Q3 2025
Added 40.36%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
1,732
shares
|
$555,140
0.1% of portfolio
|
Q3 2025
Added 766.0%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
1,731
shares
|
$554,820
0.04% of portfolio
|
Q3 2025
Reduced 12.44%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
1,731
shares
|
$554,820
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
1,730
shares
|
$554,499
0.14% of portfolio
|
Q3 2025
Added 16.89%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,728
shares
|
$553,858
0.43% of portfolio
|
Q3 2025
Added 81.51%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
1,727
shares
|
$553,538
0.03% of portfolio
|
Q3 2025
Added 49.01%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
1,724
shares
|
$552,576
0.03% of portfolio
|
Q3 2025
Reduced 90.87%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
1,724
shares
|
$552,576
0.11% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Sage Private Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
1,723
shares
|
$552,255
0.37% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
1,723
shares
|
$552,255
0.03% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
1,718
shares
|
$550,653
0.21% of portfolio
|
Q3 2025
Reduced 17.44%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
1,717
shares
|
$550,332
0.43% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
1,715
shares
|
$549,691
0.2% of portfolio
|
Q3 2025
Added 237.6%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
1,714
shares
|
$549,371
0.27% of portfolio
|
Q3 2025
Added 27.06%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
1,714
shares
|
$549,371
0.06% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 16, 2026 Q4 2025 |
1,712
shares
|
$548,730
0.14% of portfolio
|
Q4 2025
Added 28.53%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Jan 15, 2026 Q4 2025 |
1,712
shares
|
$548,730
0.32% of portfolio
|
Q4 2025
Reduced 17.97%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,710
shares
|
$548,089
0.01% of portfolio
|
Q3 2025
Reduced 15.6%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
1,708
shares
|
$547,448
0.05% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Mad River Investors
|
Oct 14, 2025 Q3 2025 |
1,700
shares
|
$544,884
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
1,699
shares
|
$544,563
0.31% of portfolio
|
Q3 2025
Added 2.53%
|
|