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 |
|---|---|---|---|---|---|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
150
shares
|
$48,078
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
150
shares
|
$48,078
0.02% of portfolio
|
Q4 2024
Reduced 49.66%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
150
shares
|
$48,078
0.0% of portfolio
|
Q3 2025
Reduced 64.2%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
149
shares
|
$47,757
0.01% of portfolio
|
Q3 2025
Reduced 35.78%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
149
shares
|
$47,757
0.02% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
147
shares
|
$47,116
0.05% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
146
shares
|
$46,795
0.01% of portfolio
|
Q2 2022
Reduced 6.41%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
146
shares
|
$46,795
0.15% of portfolio
|
Q4 2022
Added 65.91%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
146
shares
|
$46,795
0.02% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
140
shares
|
$44,872
0.02% of portfolio
|
Q3 2025
Added 13.82%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
139
shares
|
$44,552
0.04% of portfolio
|
Q3 2025
Reduced 60.06%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
136
shares
|
$43,590
0.03% of portfolio
|
Q3 2024
Added 28.3%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
134
shares
|
$42,949
0.0% of portfolio
|
Q3 2025
Added 148.15%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
132
shares
|
$42,308
0.01% of portfolio
|
Q2 2025
Reduced 74.81%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
131
shares
|
$41,988
0.03% of portfolio
|
Q3 2025
Added 1090.91%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
130
shares
|
$41,667
0.03% of portfolio
|
Q1 2023
Added 4.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
130
shares
|
$41,667
0.15% of portfolio
|
Q2 2023
Reduced 2.26%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
130
shares
|
$41,667
0.06% of portfolio
|
Q1 2023
Added 73.33%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
130
shares
|
$41,667
0.03% of portfolio
|
Q3 2025
Reduced 34.67%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
128
shares
|
$41,026
0.02% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
128
shares
|
$41,026
0.09% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
|
Wormser Freres Gestion
Paris, I0 |
Jul 23, 2025 Q2 2025 |
128
shares
|
$41,026
0.02% of portfolio
|
Q1 2025
Reduced 58.58%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
125
shares
|
$40,065
0.02% of portfolio
|
Q4 2024
Added 127.27%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
125
shares
|
$40,065
0.07% of portfolio
|
Q2 2025
Reduced 85.73%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
125
shares
|
$40,065
0.02% of portfolio
|
Q3 2025
Reduced 17.22%
|
|