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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Gw Henssler & Associates LTD
|
Jan 23, 2026 Q3 2025 |
1,510
shares
|
$483,985
0.03% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,506
shares
|
$482,703
0.05% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Paladin Advisory Group, LLC
|
Jan 21, 2026 Q4 2025 |
1,505
shares
|
$482,382
0.37% of portfolio
|
Q3 2025
Reduced 11.99%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jan 20, 2026 Q4 2025 |
1,499
shares
|
$480,459
1.13% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
1,498
shares
|
$480,138
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
1,496
shares
|
$479,497
0.14% of portfolio
|
Q2 2024
Reduced 93.79%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
1,494
shares
|
$478,856
0.06% of portfolio
|
Q3 2025
Reduced 83.58%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
1,494
shares
|
$478,856
0.15% of portfolio
|
Q3 2025
Reduced 18.72%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Jan 14, 2026 Q4 2025 |
1,492
shares
|
$478,215
0.25% of portfolio
|
Q4 2025
Added 9.63%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
1,491
shares
|
$477,895
0.04% of portfolio
|
Q3 2025
Added 10.36%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,488
shares
|
$476,933
0.16% of portfolio
|
Q3 2024
Added 27.29%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 12, 2025 Q3 2025 |
1,483
shares
|
$475,331
0.0% of portfolio
|
Q3 2025
Reduced 75.98%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
1,482
shares
|
$475,010
0.04% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1,478
shares
|
$473,728
0.05% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
1,477
shares
|
$473,408
0.05% of portfolio
|
Q4 2025
Added 4.16%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
1,477
shares
|
$473,408
0.02% of portfolio
|
Q4 2025
Added 22.47%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,472
shares
|
$471,805
0.21% of portfolio
|
Q3 2025
Reduced 31.25%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,470
shares
|
$471,164
0.57% of portfolio
|
Q2 2023
Added 5.45%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,470
shares
|
$471,164
0.05% of portfolio
|
Q1 2025
Added 21.29%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
1,468
shares
|
$470,523
0.17% of portfolio
|
Q3 2025
Reduced 60.34%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
1,465
shares
|
$469,561
0.02% of portfolio
|
Q3 2025
Added 14.01%
|
|