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 |
|---|---|---|---|---|---|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
603
shares
|
$193,273
0.1% of portfolio
|
Q4 2025
Added 49.63%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
602
shares
|
$192,953
0.07% of portfolio
|
Q3 2025
Reduced 19.41%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
601
shares
|
$192,632
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
600
shares
|
$192,312
0.09% of portfolio
|
Q3 2025
Reduced 13.04%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
600
shares
|
$192,312
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
599
shares
|
$191,991
0.16% of portfolio
|
Q3 2025
Reduced 25.03%
|
|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
598
shares
|
$191,670
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
596
shares
|
$191,029
0.16% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
593
shares
|
$190,068
0.09% of portfolio
|
Q3 2025
Reduced 60.2%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
592
shares
|
$189,747
0.08% of portfolio
|
Q3 2025
Reduced 10.57%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
591
shares
|
$189,427
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
591
shares
|
$189,427
0.0% of portfolio
|
Q3 2025
Reduced 53.21%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
591
shares
|
$189,427
0.13% of portfolio
|
Q3 2025
Reduced 21.3%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
591
shares
|
$189,427
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
590
shares
|
$189,106
0.04% of portfolio
|
Q3 2025
Reduced 19.29%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
589
shares
|
$188,786
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
588
shares
|
$188,465
0.01% of portfolio
|
Q3 2025
Reduced 20.86%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
587
shares
|
$188,145
0.07% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
587
shares
|
$188,145
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
587
shares
|
$188,145
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
First United Bank & Trust
|
Jan 21, 2026 Q4 2025 |
586
shares
|
$187,824
0.06% of portfolio
|
Q4 2025
Reduced 4.25%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
585
shares
|
$187,504
0.07% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
585
shares
|
$187,504
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
585
shares
|
$187,504
0.03% of portfolio
|
Q3 2025
Reduced 20.73%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
585
shares
|
$187,504
0.07% of portfolio
|
Q3 2025
New holding
|
|