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 |
|---|---|---|---|---|---|
|
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
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 15, 2026 Q4 2025 |
374
shares
|
$119,874
0.07% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
368
shares
|
$117,951
0.02% of portfolio
|
Q3 2025
Reduced 94.08%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
367
shares
|
$117,630
0.05% of portfolio
|
Q3 2023
Reduced 17.71%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
366
shares
|
$117,310
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
364
shares
|
$116,669
0.03% of portfolio
|
Q2 2025
Reduced 97.49%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
362
shares
|
$116,028
0.01% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
362
shares
|
$116,028
0.08% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
355
shares
|
$113,784
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
353
shares
|
$113,143
0.07% of portfolio
|
Q3 2025
Added 1861.11%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
352
shares
|
$112,823
0.19% of portfolio
|
Q2 2022
Reduced 1.4%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
348
shares
|
$111,540
0.02% of portfolio
|
Q3 2025
Reduced 20.55%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
346
shares
|
$110,899
0.02% of portfolio
|
Q4 2025
Added 68.78%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
344
shares
|
$110,258
0.03% of portfolio
|
Q2 2025
Reduced 10.65%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
344
shares
|
$110,258
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
338
shares
|
$108,335
0.03% of portfolio
|
Q3 2025
Reduced 58.53%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
334
shares
|
$107,053
0.04% of portfolio
|
Q3 2025
Added 47.14%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
332
shares
|
$106,412
0.06% of portfolio
|
Q2 2025
Reduced 21.33%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
331
shares
|
$106,092
0.01% of portfolio
|
Q4 2025
Added 46.46%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
331
shares
|
$106,092
0.05% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Canton Hathaway, LLC
|
Jan 21, 2026 Q4 2025 |
330
shares
|
$105,771
0.02% of portfolio
|
Q3 2025
Added 17.86%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
328
shares
|
$105,130
0.04% of portfolio
|
Q3 2025
Reduced 56.84%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
325
shares
|
$104,169
0.09% of portfolio
|
Q3 2025
Added 30.0%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2025 Q3 2025 |
324
shares
|
$103,848
0.12% of portfolio
|
Q1 2025
Reduced 42.86%
|
|