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 |
|---|---|---|---|---|---|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
122
shares
|
$39,103
0.02% of portfolio
|
Q3 2025
Reduced 10.95%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
120
shares
|
$38,462
0.01% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
118
shares
|
$37,821
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
117
shares
|
$37,500
0.0% of portfolio
|
Q1 2025
Reduced 88.89%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
113
shares
|
$36,218
0.0% of portfolio
|
Q3 2025
Reduced 99.41%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
110
shares
|
$35,257
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
109
shares
|
$34,936
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
108
shares
|
$34,616
0.64% of portfolio
|
Q2 2025
Reduced 90.28%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
107
shares
|
$34,295
0.02% of portfolio
|
Q3 2025
Reduced 25.17%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
106
shares
|
$33,975
0.02% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
104
shares
|
$33,334
0.01% of portfolio
|
Q2 2023
Added 6.12%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
102
shares
|
$32,693
0.02% of portfolio
|
Q3 2025
Reduced 32.89%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
100
shares
|
$32,052
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
100
shares
|
$32,052
0.01% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
100
shares
|
$32,052
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
100
shares
|
$32,052
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
100
shares
|
$32,052
0.02% of portfolio
|
Q2 2025
Reduced 13.79%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
97
shares
|
$31,090
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
96
shares
|
$30,769
0.01% of portfolio
|
Q3 2024
Reduced 46.96%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
96
shares
|
$30,769
0.11% of portfolio
|
Q3 2025
Reduced 97.09%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
95
shares
|
$30,449
0.01% of portfolio
|
Q3 2025
Added 28.38%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
95
shares
|
$30,449
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
94
shares
|
$30,128
0.11% of portfolio
|
Q2 2024
Reduced 55.24%
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
94
shares
|
$30,128
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
92
shares
|
$29,487
0.02% of portfolio
|
Q3 2025
New holding
|
|