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 |
|---|---|---|---|---|---|
|
Check Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
715
shares
|
$229,171
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
715
shares
|
$229,171
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Gemmer Asset Management LLC
|
Jan 23, 2026 Q4 2025 |
714
shares
|
$228,851
0.02% of portfolio
|
Q4 2025
Added 5.62%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
714
shares
|
$228,851
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
713
shares
|
$228,530
0.08% of portfolio
|
Q3 2025
Reduced 86.88%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Jan 22, 2026 Q4 2025 |
713
shares
|
$228,530
0.11% of portfolio
|
Q4 2025
Added 0.56%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
712
shares
|
$228,210
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
712
shares
|
$228,210
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
711
shares
|
$227,889
0.14% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
710
shares
|
$227,569
0.01% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
707
shares
|
$226,607
0.11% of portfolio
|
Q2 2025
Reduced 27.93%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
707
shares
|
$226,607
0.05% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
707
shares
|
$226,607
0.13% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
706
shares
|
$226,287
0.04% of portfolio
|
Q4 2025
Reduced 47.82%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 23, 2026 Q4 2025 |
706
shares
|
$226,287
0.04% of portfolio
|
Q4 2025
Reduced 10.86%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Jan 16, 2026 Q4 2025 |
704
shares
|
$225,646
0.11% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
703
shares
|
$225,325
0.06% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
702
shares
|
$225,005
0.02% of portfolio
|
Q3 2025
Reduced 85.12%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
701
shares
|
$224,684
0.18% of portfolio
|
Q1 2022
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
700
shares
|
$224,364
0.03% of portfolio
|
Q3 2025
Reduced 29.22%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jan 20, 2026 Q4 2025 |
700
shares
|
$224,364
0.12% of portfolio
|
Q2 2025
Reduced 61.69%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
699
shares
|
$224,043
0.06% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
699
shares
|
$224,043
0.04% of portfolio
|
Q3 2025
Reduced 93.25%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
697
shares
|
$223,402
0.05% of portfolio
|
Q3 2025
Reduced 20.8%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
697
shares
|
$223,402
0.26% of portfolio
|
Q3 2025
Reduced 36.41%
|
|