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 3,786 institutions that hold shares in the stock, with a total of 735 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 |
|---|---|---|---|---|---|
|
Benedict Financial Advisors Inc
|
Jan 27, 2026 Q4 2025 |
881
shares
|
$282,378
0.06% of portfolio
|
Q4 2025
Reduced 17.66%
|
|
|
360 Financial, Inc.
|
Nov 10, 2025 Q3 2025 |
881
shares
|
$282,378
0.1% of portfolio
|
Q3 2025
Reduced 45.52%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
881
shares
|
$282,378
0.02% of portfolio
|
Q3 2025
Reduced 41.31%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
880
shares
|
$282,057
0.12% of portfolio
|
Q4 2025
Added 22.05%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 27, 2026 Q4 2025 |
877
shares
|
$281,096
0.1% of portfolio
|
Q4 2025
Added 8.81%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
877
shares
|
$281,096
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jan 23, 2026 Q4 2025 |
877
shares
|
$281,096
0.13% of portfolio
|
Q4 2025
Reduced 4.47%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
876
shares
|
$280,775
0.21% of portfolio
|
Q3 2025
Reduced 21.93%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
874
shares
|
$280,134
0.05% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
873
shares
|
$279,813
0.01% of portfolio
|
Q3 2025
Reduced 9.44%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
871
shares
|
$279,172
0.16% of portfolio
|
Q3 2025
Reduced 27.17%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Jan 12, 2026 Q4 2025 |
869
shares
|
$278,531
0.1% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
868
shares
|
$278,211
0.03% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 20, 2026 Q4 2025 |
868
shares
|
$278,211
0.06% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 28, 2026 Q4 2025 |
867
shares
|
$277,890
0.03% of portfolio
|
Q4 2025
Reduced 1.7%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Jan 27, 2026 Q4 2025 |
867
shares
|
$277,890
0.03% of portfolio
|
Q4 2025
Added 32.98%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
866
shares
|
$277,570
0.7% of portfolio
|
Q3 2022
Added 79.3%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
865
shares
|
$277,249
0.05% of portfolio
|
Q4 2025
Reduced 25.17%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
864
shares
|
$276,929
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Latitude Advisors, LLC
|
Jan 26, 2026 Q4 2025 |
864
shares
|
$276,929
0.15% of portfolio
|
Q4 2025
Reduced 3.36%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
863
shares
|
$276,608
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
862
shares
|
$276,288
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Jan 12, 2026 Q4 2025 |
861
shares
|
$275,967
0.18% of portfolio
|
Q4 2025
Added 1.89%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
860
shares
|
$275,647
0.2% of portfolio
|
Q1 2024
Added 38.49%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
860
shares
|
$275,647
0.17% of portfolio
|
Q2 2025
Reduced 19.63%
|
|