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 |
|---|---|---|---|---|---|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
4,407
shares
|
$1.41 Million
0.87% of portfolio
|
Q3 2025
Added 84.7%
|
|
|
Finivi Inc.
Westborough, MA |
Dec 19, 2025 Q3 2025 |
4,404
shares
|
$1.41 Million
0.97% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
4,402
shares
|
$1.41 Million
0.13% of portfolio
|
Q4 2025
Added 12.76%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 10, 2025 Q3 2025 |
4,400
shares
|
$1.41 Million
1.07% of portfolio
|
Q3 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
4,389
shares
|
$1.41 Million
0.14% of portfolio
|
Q4 2025
Added 11.94%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,377
shares
|
$1.4 Million
0.57% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
4,373
shares
|
$1.4 Million
0.23% of portfolio
|
Q4 2025
Reduced 9.05%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
4,373
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2025
Added 41.43%
|
|
|
Jensen Investment Management Inc
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
4,373
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 57.98%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
4,371
shares
|
$1.4 Million
0.89% of portfolio
|
Q4 2023
Reduced 2.61%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
4,367
shares
|
$1.4 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,352
shares
|
$1.39 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
4,342
shares
|
$1.39 Million
0.26% of portfolio
|
Q3 2025
Added 17.93%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
4,338
shares
|
$1.39 Million
0.15% of portfolio
|
Q4 2025
Added 0.7%
|
|
|
Third View Private Wealth, LLC
Westport, CT |
Jan 23, 2026 Q4 2025 |
4,336
shares
|
$1.39 Million
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
4,321
shares
|
$1.38 Million
0.46% of portfolio
|
Q4 2025
Added 17.29%
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Jan 21, 2026 Q4 2025 |
4,316
shares
|
$1.38 Million
1.11% of portfolio
|
Q4 2025
Added 13.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
4,314
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
4,314
shares
|
$1.38 Million
0.08% of portfolio
|
Q3 2025
Reduced 22.69%
|
|
|
Bowman & CO S.C.
|
Jan 23, 2026 Q4 2025 |
4,311
shares
|
$1.38 Million
0.6% of portfolio
|
Q4 2025
Reduced 6.43%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
4,304
shares
|
$1.38 Million
0.38% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,303
shares
|
$1.38 Million
0.4% of portfolio
|
Q3 2025
Added 100.33%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 07, 2025 Q3 2025 |
4,300
shares
|
$1.38 Million
0.4% of portfolio
|
Q2 2025
Added 43.33%
|
|
|
Courage Capital Management LLC
Nashville, TN |
Nov 12, 2025 Q3 2025 |
4,300
shares
|
$1.38 Million
1.96% of portfolio
|
Q3 2025
Added 30.3%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 16, 2026 Q4 2025 |
4,300
shares
|
$1.38 Million
0.87% of portfolio
|
Q4 2025
New holding
|
|