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 |
|---|---|---|---|---|---|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
23
shares
|
$7,371
0.0% of portfolio
|
Q3 2025
Added 475.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
22
shares
|
$7,051
0.0% of portfolio
|
Q2 2025
Reduced 81.97%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
21
shares
|
$6,730
0.0% of portfolio
|
Q2 2025
Added 110.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
20
shares
|
$6,410
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
20
shares
|
$6,410
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
20
shares
|
$6,410
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
20
shares
|
$6,410
0.01% of portfolio
|
Q3 2025
Reduced 95.48%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
19
shares
|
$6,089
0.0% of portfolio
|
Q2 2024
Reduced 60.42%
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
18
shares
|
$5,769
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
18
shares
|
$5,769
0.0% of portfolio
|
Q3 2025
Reduced 99.76%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
18
shares
|
$5,769
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
17
shares
|
$5,448
0.0% of portfolio
|
Q3 2025
Added 142.86%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
17
shares
|
$5,448
0.0% of portfolio
|
Q3 2025
Reduced 45.16%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
17
shares
|
$5,448
0.0% of portfolio
|
Q3 2024
Added 112.5%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
17
shares
|
$5,448
0.0% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
17
shares
|
$5,448
0.0% of portfolio
|
Q2 2025
Reduced 37.04%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
16
shares
|
$5,128
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Nov 14, 2025 Q3 2025 |
16
shares
|
$5,128
0.0% of portfolio
|
Q2 2023
Added 687.5%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
16
shares
|
$5,128
0.01% of portfolio
|
Q3 2025
Reduced 71.93%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
14
shares
|
$4,487
0.0% of portfolio
|
Q4 2025
Reduced 46.15%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
13
shares
|
$4,166
0.0% of portfolio
|
Q1 2023
Reduced 73.47%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
13
shares
|
$4,166
0.0% of portfolio
|
Q3 2025
Added 333.33%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
13
shares
|
$4,166
0.0% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
11
shares
|
$3,525
0.0% of portfolio
|
Q2 2025
Reduced 72.5%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
10
shares
|
$3,205
0.0% of portfolio
|
Q4 2024
New holding
|
|