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 |
|---|---|---|---|---|---|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
1,419
shares
|
$454,817
0.24% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
1,419
shares
|
$454,817
0.36% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jan 26, 2026 Q4 2025 |
1,416
shares
|
$453,856
0.09% of portfolio
|
Q4 2025
Added 1.65%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,415
shares
|
$453,535
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
1,414
shares
|
$453,215
0.17% of portfolio
|
Q4 2025
Reduced 16.08%
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,414
shares
|
$453,215
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
1,413
shares
|
$452,894
0.15% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
1,413
shares
|
$452,894
0.31% of portfolio
|
Q4 2025
Reduced 5.36%
|
|
|
Mizuho Securities Co. Ltd.
|
Oct 29, 2025 Q3 2025 |
1,413
shares
|
$452,894
3.46% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
1,411
shares
|
$452,253
0.05% of portfolio
|
Q3 2025
Added 19.48%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
1,409
shares
|
$451,612
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
1,407
shares
|
$450,971
0.04% of portfolio
|
Q3 2025
Reduced 47.24%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jan 15, 2026 Q4 2025 |
1,407
shares
|
$450,971
0.3% of portfolio
|
Q4 2025
Added 4.07%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,404
shares
|
$450,010
0.07% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
1,402
shares
|
$449,369
0.02% of portfolio
|
Q4 2025
Added 3.93%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
1,402
shares
|
$449,369
0.13% of portfolio
|
Q4 2025
Added 13.16%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 23, 2026 Q4 2025 |
1,402
shares
|
$449,369
0.3% of portfolio
|
Q4 2025
Added 38.67%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
1,400
shares
|
$448,728
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 20, 2025 Q3 2025 |
1,400
shares
|
$448,728
0.02% of portfolio
|
Q3 2025
Added 300.0%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
1,400
shares
|
$448,728
0.47% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
1,396
shares
|
$447,445
0.42% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,392
shares
|
$446,163
0.15% of portfolio
|
Q2 2024
Reduced 23.26%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
1,392
shares
|
$446,163
0.14% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
1,392
shares
|
$446,163
0.15% of portfolio
|
Q3 2025
Reduced 27.91%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
1,387
shares
|
$444,561
0.04% of portfolio
|
Q4 2025
Added 5.96%
|
|