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 3,795 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 |
|---|---|---|---|---|---|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
7,617
shares
|
$2.44 Million
0.45% of portfolio
|
Q3 2025
Added 115.11%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
7,610
shares
|
$2.44 Million
1.87% of portfolio
|
Q3 2025
Added 52.78%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
7,609
shares
|
$2.44 Million
3.23% of portfolio
|
Q2 2022
Reduced 0.54%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
7,592
shares
|
$2.43 Million
0.72% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
7,584
shares
|
$2.43 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
7,577
shares
|
$2.43 Million
0.18% of portfolio
|
Q4 2025
Reduced 7.01%
|
|
|
Jb Capital LLC
|
Jan 20, 2026 Q4 2025 |
7,575
shares
|
$2.43 Million
0.11% of portfolio
|
Q4 2025
Added 4.11%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
7,568
shares
|
$2.43 Million
0.15% of portfolio
|
Q3 2025
Reduced 52.58%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
7,538
shares
|
$2.42 Million
0.06% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
7,533
shares
|
$2.41 Million
0.16% of portfolio
|
Q3 2025
Added 33.73%
|
|
|
Delaney Dennis R
Boston, MA |
Nov 07, 2025 Q3 2025 |
7,532
shares
|
$2.41 Million
1.3% of portfolio
|
Q3 2025
Reduced 15.33%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
7,524
shares
|
$2.41 Million
0.03% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Shayne & Co., LLC
|
Nov 04, 2025 Q3 2025 |
7,515
shares
|
$2.41 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,500
shares
|
$2.4 Million
0.97% of portfolio
|
Q3 2025
Reduced 34.78%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
7,499
shares
|
$2.4 Million
0.71% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,487
shares
|
$2.4 Million
0.98% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Nov 04, 2025 Q3 2025 |
7,468
shares
|
$2.39 Million
1.67% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
7,462
shares
|
$2.39 Million
1.34% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
7,461
shares
|
$2.39 Million
0.81% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
7,451
shares
|
$2.39 Million
0.4% of portfolio
|
Q3 2025
Added 592.47%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
7,448
shares
|
$2.39 Million
0.77% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,425
shares
|
$2.38 Million
0.59% of portfolio
|
Q3 2025
Added 64.16%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
7,422
shares
|
$2.38 Million
0.5% of portfolio
|
Q2 2024
Reduced 4.86%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
7,408
shares
|
$2.37 Million
0.59% of portfolio
|
Q3 2025
Reduced 16.84%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,403
shares
|
$2.37 Million
0.61% of portfolio
|
Q4 2022
Added 23.65%
|
|