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 |
|---|---|---|---|---|---|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
1,177
shares
|
$377,252
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Armbruster Capital Management, Inc.
|
Jan 23, 2026 Q4 2025 |
1,175
shares
|
$376,611
0.06% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
1,175
shares
|
$376,611
0.05% of portfolio
|
Q3 2025
Reduced 16.43%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
1,173
shares
|
$375,969
0.02% of portfolio
|
Q3 2025
Added 27.09%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
1,173
shares
|
$375,969
0.08% of portfolio
|
Q3 2025
Reduced 27.37%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,169
shares
|
$374,687
0.94% of portfolio
|
Q3 2023
Added 30.47%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
1,166
shares
|
$373,726
0.35% of portfolio
|
Q2 2025
Reduced 14.1%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
1,165
shares
|
$373,405
0.28% of portfolio
|
Q3 2025
Reduced 74.43%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 06, 2025 Q3 2025 |
1,164
shares
|
$373,085
0.05% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
1,162
shares
|
$372,444
0.18% of portfolio
|
Q4 2025
Reduced 5.3%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 23, 2026 Q4 2025 |
1,162
shares
|
$372,444
0.03% of portfolio
|
Q4 2025
Reduced 8.65%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
1,158
shares
|
$371,162
0.06% of portfolio
|
Q4 2025
Reduced 10.51%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,158
shares
|
$371,162
0.25% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
1,158
shares
|
$371,162
0.31% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
1,154
shares
|
$369,880
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
1,154
shares
|
$369,880
0.04% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
1,153
shares
|
$369,559
0.26% of portfolio
|
Q3 2025
Added 58.16%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,153
shares
|
$369,559
0.11% of portfolio
|
Q3 2023
Added 0.35%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
1,149
shares
|
$368,277
0.11% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,147
shares
|
$367,636
0.94% of portfolio
|
Q4 2022
Added 9.76%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Jan 21, 2026 Q4 2025 |
1,147
shares
|
$367,636
0.12% of portfolio
|
Q4 2025
Reduced 8.61%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
1,145
shares
|
$366,995
0.13% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
1,145
shares
|
$366,995
0.14% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,142
shares
|
$366,033
0.04% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Nov 12, 2025 Q3 2025 |
1,140
shares
|
$365,392
0.1% of portfolio
|
Q3 2025
New holding
|
|