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 3,795 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 |
|---|---|---|---|---|---|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
543
shares
|
$174,042
0.03% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
543
shares
|
$174,042
0.1% of portfolio
|
Q4 2025
Reduced 6.54%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
540
shares
|
$173,080
0.07% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
540
shares
|
$173,080
0.06% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
532
shares
|
$170,516
0.25% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
528
shares
|
$169,234
0.24% of portfolio
|
Q1 2022
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
517
shares
|
$165,708
0.09% of portfolio
|
Q1 2023
Added 3.4%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
514
shares
|
$164,747
0.07% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
510
shares
|
$163,465
0.11% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
508
shares
|
$162,824
0.13% of portfolio
|
Q2 2025
Added 504.76%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
502
shares
|
$160,901
0.02% of portfolio
|
Q4 2024
Added 27.74%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
501
shares
|
$160,580
0.03% of portfolio
|
Q2 2025
Added 2847.06%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
500
shares
|
$160,260
0.02% of portfolio
|
Q4 2025
Reduced 23.08%
|
|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
500
shares
|
$160,260
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
499
shares
|
$159,939
0.09% of portfolio
|
Q3 2025
Reduced 82.92%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
498
shares
|
$159,618
0.03% of portfolio
|
Q3 2025
Reduced 12.94%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
497
shares
|
$159,298
0.04% of portfolio
|
Q3 2025
Added 42.0%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
496
shares
|
$158,977
0.01% of portfolio
|
Q2 2025
Reduced 10.79%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
495
shares
|
$158,657
0.03% of portfolio
|
Q4 2025
Reduced 9.01%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
486
shares
|
$155,772
0.11% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
485
shares
|
$155,452
0.27% of portfolio
|
Q1 2023
Added 14.12%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
485
shares
|
$155,452
0.01% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
475
shares
|
$152,247
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
475
shares
|
$152,247
0.0% of portfolio
|
Q3 2025
Added 31.94%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
467
shares
|
$149,682
0.05% of portfolio
|
Q2 2025
Reduced 27.82%
|
|