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 |
|---|---|---|---|---|---|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
1,586
shares
|
$508,344
0.11% of portfolio
|
Q4 2025
Reduced 35.58%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
1,586
shares
|
$508,344
0.42% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,585
shares
|
$508,024
0.24% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
1,582
shares
|
$507,062
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
1,578
shares
|
$505,780
1.86% of portfolio
|
Q2 2022
Reduced 1.19%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
1,570
shares
|
$503,216
0.04% of portfolio
|
Q3 2025
Added 38.94%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
1,564
shares
|
$501,293
0.15% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Maple Capital Management, Inc.
|
Nov 21, 2025 Q3 2025 |
1,561
shares
|
$500,331
0.04% of portfolio
|
Q3 2025
Reduced 97.65%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
1,558
shares
|
$499,370
0.12% of portfolio
|
Q3 2025
Added 129.12%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
1,558
shares
|
$499,370
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,554
shares
|
$498,088
0.3% of portfolio
|
Q3 2025
Added 124.24%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
1,553
shares
|
$497,767
0.23% of portfolio
|
Q3 2025
Reduced 47.46%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,550
shares
|
$496,806
0.06% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
1,547
shares
|
$495,844
0.07% of portfolio
|
Q3 2025
Added 16.75%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
1,540
shares
|
$493,600
1.24% of portfolio
|
Q4 2021
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
1,539
shares
|
$493,280
0.14% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
1,535
shares
|
$491,998
0.06% of portfolio
|
Q4 2025
Reduced 1.6%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
1,535
shares
|
$491,998
0.1% of portfolio
|
Q4 2025
Reduced 0.45%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
1,525
shares
|
$488,793
0.18% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
1,523
shares
|
$488,151
0.3% of portfolio
|
Q2 2025
Reduced 19.12%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
1,519
shares
|
$486,869
0.03% of portfolio
|
Q4 2025
Added 31.52%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,519
shares
|
$486,869
0.14% of portfolio
|
Q1 2024
Added 92.77%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
1,519
shares
|
$486,869
0.52% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
1,517
shares
|
$486,228
0.04% of portfolio
|
Q2 2025
Added 12.37%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
1,513
shares
|
$484,946
0.19% of portfolio
|
Q3 2025
Reduced 2.01%
|
|