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 3,790 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 |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
860
shares
|
$275,647
0.17% of portfolio
|
Q2 2025
Reduced 19.63%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
859
shares
|
$275,326
0.17% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
858
shares
|
$275,006
0.02% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
857
shares
|
$274,685
0.1% of portfolio
|
Q3 2025
Reduced 15.06%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 27, 2026 Q4 2025 |
857
shares
|
$274,685
0.52% of portfolio
|
Q4 2025
Reduced 47.65%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
857
shares
|
$274,685
0.03% of portfolio
|
Q3 2025
Reduced 59.78%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
856
shares
|
$274,365
0.5% of portfolio
|
Q3 2022
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
856
shares
|
$274,365
0.07% of portfolio
|
Q4 2025
Reduced 0.35%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
854
shares
|
$273,724
0.19% of portfolio
|
Q4 2025
Added 20.45%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Jan 26, 2026 Q4 2025 |
853
shares
|
$273,403
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Purus Wealth Management, LLC
|
Jan 27, 2026 Q4 2025 |
852
shares
|
$273,083
0.09% of portfolio
|
Q4 2025
Added 11.08%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jan 08, 2026 Q4 2025 |
851
shares
|
$272,762
0.51% of portfolio
|
Q4 2025
Added 1.92%
|
|
|
Hoese & CO LLP
|
Jan 14, 2026 Q4 2025 |
850
shares
|
$272,442
0.2% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
850
shares
|
$272,442
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
849
shares
|
$272,121
0.01% of portfolio
|
Q3 2025
Added 52.7%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
849
shares
|
$272,121
0.05% of portfolio
|
Q3 2025
Reduced 27.37%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
849
shares
|
$272,121
0.18% of portfolio
|
Q3 2025
Added 38.95%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
848
shares
|
$271,800
0.05% of portfolio
|
Q2 2025
Reduced 49.91%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Nov 05, 2025 Q3 2025 |
846
shares
|
$271,159
0.19% of portfolio
|
Q3 2025
Reduced 86.74%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
845
shares
|
$270,839
0.01% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
843
shares
|
$270,198
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Baxter Bros Inc
|
Jan 26, 2026 Q4 2025 |
843
shares
|
$270,198
0.03% of portfolio
|
Q4 2025
Reduced 5.81%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
842
shares
|
$269,877
0.03% of portfolio
|
Q3 2025
Reduced 38.45%
|
|
|
Cairn Investment Group, Inc.
|
Oct 28, 2025 Q3 2025 |
841
shares
|
$269,557
0.13% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
841
shares
|
$269,557
0.07% of portfolio
|
Q3 2025
Reduced 9.47%
|
|