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 3,806 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
91
shares
|
$29,167
0.0% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
91
shares
|
$29,167
0.02% of portfolio
|
Q3 2025
Reduced 23.53%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
89
shares
|
$28,526
0.02% of portfolio
|
Q3 2025
Added 81.63%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
89
shares
|
$28,526
0.01% of portfolio
|
Q3 2025
Reduced 93.67%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
88
shares
|
$28,205
0.04% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
87
shares
|
$27,885
0.01% of portfolio
|
Q1 2025
Added 19.18%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
86
shares
|
$27,564
0.01% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
85
shares
|
$27,244
0.01% of portfolio
|
Q3 2022
Reduced 10.53%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
85
shares
|
$27,244
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
85
shares
|
$27,244
0.02% of portfolio
|
Q2 2025
Reduced 83.17%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
83
shares
|
$26,603
0.03% of portfolio
|
Q3 2023
Reduced 20.95%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
83
shares
|
$26,603
0.0% of portfolio
|
Q3 2025
Added 69.39%
|
|
|
1248 Management, LLC
Kansas City, MO |
Nov 14, 2025 Q3 2025 |
83
shares
|
$26,603
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
80
shares
|
$25,641
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
80
shares
|
$25,641
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
78
shares
|
$25,000
0.01% of portfolio
|
Q3 2025
Added 44.44%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
77
shares
|
$24,680
0.01% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
76
shares
|
$24,359
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
75
shares
|
$24,039
0.01% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
75
shares
|
$24,039
0.02% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
71
shares
|
$22,756
0.0% of portfolio
|
Q2 2025
Reduced 79.42%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
70
shares
|
$22,436
0.01% of portfolio
|
Q3 2025
Reduced 20.45%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
70
shares
|
$22,436
0.01% of portfolio
|
Q3 2025
Added 16.67%
|
|