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 |
|---|---|---|---|---|---|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
1,698
shares
|
$544,242
0.43% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
1,696
shares
|
$543,601
0.5% of portfolio
|
Q4 2022
Added 11.8%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,695
shares
|
$543,281
0.27% of portfolio
|
Q3 2023
Added 1.38%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
1,695
shares
|
$543,281
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
1,695
shares
|
$543,281
0.21% of portfolio
|
Q4 2022
Reduced 19.48%
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,692
shares
|
$542,319
0.61% of portfolio
|
Q3 2025
Added 12.35%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
1,691
shares
|
$541,999
0.2% of portfolio
|
Q4 2025
Added 3.62%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
1,691
shares
|
$541,999
0.1% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
1,686
shares
|
$540,396
0.14% of portfolio
|
Q3 2025
Reduced 9.89%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
1,684
shares
|
$539,755
0.39% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
1,684
shares
|
$539,755
0.05% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,671
shares
|
$535,588
0.08% of portfolio
|
Q4 2025
Reduced 8.74%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
1,671
shares
|
$535,588
0.24% of portfolio
|
Q3 2025
Added 227.01%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,671
shares
|
$535,588
0.09% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
1,669
shares
|
$534,947
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,666
shares
|
$533,986
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Claris Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
1,663
shares
|
$533,024
0.18% of portfolio
|
Q4 2025
Reduced 1.42%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
1,660
shares
|
$532,063
0.43% of portfolio
|
Q3 2025
Added 113.37%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
1,649
shares
|
$528,537
0.04% of portfolio
|
Q3 2025
Added 57.2%
|
|
|
Clg LLC
Long Beach, CA |
Jan 15, 2026 Q4 2025 |
1,648
shares
|
$528,216
0.14% of portfolio
|
Q4 2025
Reduced 8.95%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
1,646
shares
|
$527,575
0.18% of portfolio
|
Q3 2025
Reduced 25.42%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
1,645
shares
|
$527,255
0.17% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
1,645
shares
|
$527,255
0.14% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
1,643
shares
|
$526,614
0.16% of portfolio
|
Q3 2025
Reduced 27.62%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
1,643
shares
|
$526,614
0.22% of portfolio
|
Q4 2025
Added 15.3%
|
|