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 3,803 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 |
|---|---|---|---|---|---|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
201
shares
|
$64,424
0.03% of portfolio
|
Q3 2022
Reduced 33.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
200
shares
|
$64,104
0.01% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
197
shares
|
$63,142
0.01% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
195
shares
|
$62,501
0.04% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
194
shares
|
$62,180
0.05% of portfolio
|
Q3 2025
Added 16.17%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
193
shares
|
$61,860
0.02% of portfolio
|
Q3 2025
Added 67.83%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
188
shares
|
$60,257
0.04% of portfolio
|
Q4 2025
Reduced 3.09%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
187
shares
|
$59,937
0.06% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
185
shares
|
$59,296
0.06% of portfolio
|
Q2 2024
Reduced 93.13%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
181
shares
|
$58,014
0.02% of portfolio
|
Q3 2025
Reduced 65.85%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
180
shares
|
$57,693
0.05% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
178
shares
|
$57,052
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
177
shares
|
$56,732
0.04% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
173
shares
|
$55,449
0.02% of portfolio
|
Q3 2025
Reduced 9.42%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
172
shares
|
$55,129
0.01% of portfolio
|
Q3 2025
Reduced 32.55%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
169
shares
|
$54,167
0.01% of portfolio
|
Q2 2025
Reduced 99.12%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
169
shares
|
$54,167
0.0% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
166
shares
|
$53,206
0.02% of portfolio
|
Q2 2024
Added 66.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
163
shares
|
$52,244
0.03% of portfolio
|
Q1 2024
Added 21.64%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Oct 15, 2025 Q3 2025 |
162
shares
|
$51,924
3.04% of portfolio
|
Q2 2025
Reduced 73.53%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
161
shares
|
$51,603
0.01% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
160
shares
|
$51,283
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
159
shares
|
$50,962
0.06% of portfolio
|
Q4 2024
Reduced 92.78%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
159
shares
|
$50,962
0.03% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
154
shares
|
$49,360
0.01% of portfolio
|
Q2 2025
New holding
|
|