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 3,805 institutions that hold shares in the stock, with a total of 739 Million shares, which have been reported (via 13F filing form) to have a value of $237 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
352
shares
|
$112,823
0.04% of portfolio
|
Q3 2025
Reduced 34.57%
|
|
|
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%
|
|
|
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
|
Oct 23, 2025 Q3 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%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
327
shares
|
$104,810
0.03% of portfolio
|
Q3 2025
Added 33.47%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
326
shares
|
$104,489
0.01% of portfolio
|
Q3 2025
Reduced 37.19%
|
|
|
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%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
320
shares
|
$102,566
0.07% of portfolio
|
Q3 2025
Reduced 67.38%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
319
shares
|
$102,245
0.05% of portfolio
|
Q3 2025
Reduced 31.98%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
315
shares
|
$100,963
0.05% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
312
shares
|
$100,002
0.06% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
302
shares
|
$96,797
0.0% of portfolio
|
Q3 2025
Added 43.81%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
302
shares
|
$96,797
0.07% of portfolio
|
Q3 2025
Added 19.37%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
296
shares
|
$94,873
5.25% of portfolio
|
Q3 2024
Reduced 98.24%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
295
shares
|
$94,553
0.17% of portfolio
|
Q3 2025
Reduced 19.18%
|
|