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 |
|---|---|---|---|---|---|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
445
shares
|
$142,631
0.06% of portfolio
|
Q4 2025
Reduced 47.34%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
440
shares
|
$141,028
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
439
shares
|
$140,708
0.08% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
437
shares
|
$140,067
0.14% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
436
shares
|
$139,746
0.16% of portfolio
|
Q4 2021
Added 26.01%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
435
shares
|
$139,426
0.04% of portfolio
|
Q1 2024
Reduced 6.45%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
433
shares
|
$138,785
0.1% of portfolio
|
Q2 2025
Added 24.07%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jan 27, 2026 Q4 2025 |
432
shares
|
$138,464
0.04% of portfolio
|
Q4 2025
Reduced 42.25%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
428
shares
|
$137,182
0.04% of portfolio
|
Q3 2025
Reduced 97.18%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
426
shares
|
$136,541
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
422
shares
|
$135,259
0.08% of portfolio
|
Q2 2023
Reduced 1.17%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
419
shares
|
$134,297
0.03% of portfolio
|
Q3 2025
Added 111.62%
|
|
|
City State Bank
Norwalk, IA |
Jan 27, 2026 Q4 2025 |
418
shares
|
$133,977
0.04% of portfolio
|
Q4 2025
Reduced 81.52%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
410
shares
|
$131,413
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
410
shares
|
$131,413
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
409
shares
|
$131,092
0.04% of portfolio
|
Q1 2025
Reduced 77.33%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
409
shares
|
$131,092
0.08% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
First Community Trust Na
|
Jan 16, 2026 Q4 2025 |
408
shares
|
$130,772
0.1% of portfolio
|
Q4 2025
Added 9.38%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
407
shares
|
$130,451
0.04% of portfolio
|
Q4 2025
Reduced 20.82%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
405
shares
|
$129,810
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
397
shares
|
$127,246
0.14% of portfolio
|
Q3 2025
Added 18.15%
|
|
|
Stone House Investment Management, LLC
|
Jan 21, 2026 Q4 2025 |
391
shares
|
$125,323
0.02% of portfolio
|
Q4 2025
Added 8.91%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 28, 2026 Q4 2025 |
389
shares
|
$124,682
0.02% of portfolio
|
Q4 2025
Added 347.13%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
386
shares
|
$123,720
0.02% of portfolio
|
Q4 2025
Reduced 17.7%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
383
shares
|
$122,759
0.05% of portfolio
|
Q3 2024
New holding
|
|