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 |
|---|---|---|---|---|---|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 21, 2026 Q4 2025 |
265
shares
|
$84,937
0.04% of portfolio
|
Q4 2025
Added 23.26%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
265
shares
|
$84,937
0.01% of portfolio
|
Q2 2025
Reduced 40.32%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
264
shares
|
$84,617
0.02% of portfolio
|
Q4 2025
Added 20.55%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
262
shares
|
$83,976
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
260
shares
|
$83,335
0.08% of portfolio
|
Q1 2025
Reduced 41.18%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
258
shares
|
$82,694
0.01% of portfolio
|
Q3 2025
Reduced 20.37%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
258
shares
|
$82,694
0.02% of portfolio
|
Q4 2025
Added 16.22%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 23, 2026 Q4 2025 |
254
shares
|
$81,412
0.05% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
253
shares
|
$81,091
0.03% of portfolio
|
Q2 2022
Added 134.26%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
252
shares
|
$80,771
0.07% of portfolio
|
Q3 2025
Reduced 26.32%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
249
shares
|
$79,809
0.06% of portfolio
|
Q3 2025
Added 441.3%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
242
shares
|
$77,565
0.05% of portfolio
|
Q3 2025
Reduced 56.16%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
242
shares
|
$77,565
0.01% of portfolio
|
Q3 2025
Reduced 71.96%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
241
shares
|
$77,245
0.24% of portfolio
|
Q2 2025
Added 26.18%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
240
shares
|
$76,924
0.02% of portfolio
|
Q3 2025
Reduced 17.24%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
240
shares
|
$76,924
0.06% of portfolio
|
Q3 2025
Added 189.16%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
240
shares
|
$76,924
0.08% of portfolio
|
Q2 2025
Reduced 32.39%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
237
shares
|
$75,963
0.01% of portfolio
|
Q2 2024
Reduced 20.2%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
232
shares
|
$74,360
0.04% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Nov 03, 2025 Q3 2025 |
230
shares
|
$73,719
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
228
shares
|
$73,078
0.02% of portfolio
|
Q3 2025
Reduced 16.79%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
227
shares
|
$72,758
0.01% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Maj Invest Holding A
|
Nov 03, 2025 Q3 2025 |
222
shares
|
$71,155
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
213
shares
|
$68,270
0.02% of portfolio
|
Q3 2025
Reduced 85.93%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
210
shares
|
$67,309
0.03% of portfolio
|
Q3 2025
Reduced 8.7%
|
|