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 |
|---|---|---|---|---|---|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
1,205
shares
|
$386,226
0.14% of portfolio
|
Q3 2025
Added 76.69%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
1,204
shares
|
$385,906
0.03% of portfolio
|
Q4 2025
Added 13.16%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,200
shares
|
$384,624
0.0% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,200
shares
|
$384,624
0.13% of portfolio
|
Q3 2025
Added 9.99%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
1,200
shares
|
$384,624
0.0% of portfolio
|
Q3 2025
Reduced 99.84%
|
|
|
Jbf Capital, Inc.
Aspen, CO |
Nov 14, 2025 Q3 2025 |
1,200
shares
|
$384,624
0.06% of portfolio
|
Q3 2025
Reduced 99.71%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
1,200
shares
|
$384,624
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
1,199
shares
|
$384,303
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1,198
shares
|
$383,982
0.09% of portfolio
|
Q3 2025
Added 52.22%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
1,196
shares
|
$383,341
0.1% of portfolio
|
Q3 2025
Reduced 72.93%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,196
shares
|
$383,341
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
1,196
shares
|
$383,341
0.28% of portfolio
|
Q4 2025
Reduced 45.09%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
1,195
shares
|
$383,021
0.04% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Successful Portfolios LLC
|
Jan 22, 2026 Q4 2025 |
1,194
shares
|
$382,700
0.2% of portfolio
|
Q4 2025
Added 2.58%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
1,192
shares
|
$382,059
0.14% of portfolio
|
Q3 2022
Reduced 24.03%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
1,191
shares
|
$381,739
0.24% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 21, 2026 Q4 2025 |
1,189
shares
|
$381,098
0.05% of portfolio
|
Q4 2025
Added 0.59%
|
|
|
Omnia Family Wealth, LLC
|
Jan 16, 2026 Q4 2025 |
1,188
shares
|
$380,777
0.11% of portfolio
|
Q4 2025
Added 2.06%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
1,184
shares
|
$379,495
0.15% of portfolio
|
Q4 2025
Added 129.9%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
1,183
shares
|
$379,175
0.31% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
1,180
shares
|
$378,213
0.04% of portfolio
|
Q3 2025
Added 22.41%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
1,180
shares
|
$378,213
0.07% of portfolio
|
Q4 2025
Reduced 1.34%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
1,180
shares
|
$378,213
0.53% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
1,179
shares
|
$377,893
0.05% of portfolio
|
Q4 2025
Reduced 30.44%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,178
shares
|
$377,572
0.4% of portfolio
|
Q3 2024
Reduced 4.31%
|
|