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 |
|---|---|---|---|---|---|
|
E Cio, Inc.
Madison, WI |
Jan 20, 2026 Q4 2025 |
57
shares
|
$18,269
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 09, 2026 Q4 2025 |
55
shares
|
$17,628
0.01% of portfolio
|
Q4 2025
Added 66.67%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
55
shares
|
$17,628
0.01% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
54
shares
|
$17,308
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pflug Koory, LLC
|
Jan 20, 2026 Q4 2025 |
52
shares
|
$16,667
0.01% of portfolio
|
Q4 2025
Reduced 3.7%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
47
shares
|
$15,064
0.01% of portfolio
|
Q3 2025
Reduced 97.69%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 13, 2026 Q4 2025 |
47
shares
|
$15,064
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
46
shares
|
$14,743
0.0% of portfolio
|
Q3 2025
Reduced 25.81%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
46
shares
|
$14,743
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
44
shares
|
$14,102
0.01% of portfolio
|
Q4 2022
Added 2.33%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
43
shares
|
$13,782
0.01% of portfolio
|
Q2 2025
Added 38.71%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
42
shares
|
$13,461
0.01% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
41
shares
|
$13,141
0.0% of portfolio
|
Q4 2025
Reduced 69.4%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
41
shares
|
$13,141
0.0% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2025 Q3 2025 |
40
shares
|
$12,820
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
38
shares
|
$12,179
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
36
shares
|
$11,538
0.01% of portfolio
|
Q3 2025
Added 350.0%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
36
shares
|
$11,538
0.01% of portfolio
|
Q2 2025
Reduced 95.15%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
33
shares
|
$10,577
0.01% of portfolio
|
Q3 2025
Reduced 58.75%
|
|
|
Nvwm, LLC
|
Jan 20, 2026 Q4 2025 |
33
shares
|
$10,577
0.0% of portfolio
|
Q4 2025
Reduced 15.38%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
33
shares
|
$10,577
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
33
shares
|
$10,577
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
32
shares
|
$10,256
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
32
shares
|
$10,256
0.0% of portfolio
|
Q3 2025
Added 23.08%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
31
shares
|
$9,936
0.0% of portfolio
|
Q4 2024
New holding
|
|