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 |
|---|---|---|---|---|---|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
2,589
shares
|
$829,826
0.14% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
2,589
shares
|
$829,826
0.14% of portfolio
|
Q3 2025
Reduced 13.73%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,573
shares
|
$824,697
0.2% of portfolio
|
Q3 2025
Reduced 43.87%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 26, 2026 Q4 2025 |
2,563
shares
|
$821,492
0.05% of portfolio
|
Q4 2025
Added 25.21%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
2,559
shares
|
$820,210
0.14% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
2,557
shares
|
$819,569
0.15% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
2,557
shares
|
$819,569
0.29% of portfolio
|
Q3 2025
Added 35.29%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jan 23, 2026 Q4 2025 |
2,553
shares
|
$818,287
0.28% of portfolio
|
Q4 2025
Reduced 0.58%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 20, 2026 Q4 2025 |
2,549
shares
|
$817,005
0.33% of portfolio
|
Q4 2025
Reduced 11.15%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jan 26, 2026 Q4 2025 |
2,548
shares
|
$816,684
0.3% of portfolio
|
Q4 2025
Added 4.21%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 15, 2026 Q4 2025 |
2,543
shares
|
$815,082
0.04% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Northland Securities, Inc.
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
2,543
shares
|
$815,082
0.8% of portfolio
|
Q4 2025
New holding
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
2,542
shares
|
$814,761
0.15% of portfolio
|
Q3 2025
Reduced 70.78%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
2,541
shares
|
$814,441
0.6% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
2,541
shares
|
$814,441
0.08% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
2,537
shares
|
$813,159
0.04% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 14, 2026 Q4 2025 |
2,532
shares
|
$811,556
0.09% of portfolio
|
Q4 2025
Reduced 0.59%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 23, 2026 Q4 2025 |
2,529
shares
|
$810,595
0.19% of portfolio
|
Q4 2025
Added 284.93%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Jan 20, 2026 Q4 2025 |
2,523
shares
|
$808,671
0.02% of portfolio
|
Q4 2025
Added 69.78%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
2,513
shares
|
$805,466
0.01% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,512
shares
|
$805,146
0.08% of portfolio
|
Q1 2025
Reduced 74.6%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
2,504
shares
|
$802,582
0.21% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,502
shares
|
$801,941
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,500
shares
|
$801,300
0.11% of portfolio
|
Q3 2025
Reduced 13.49%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 23, 2026 Q4 2025 |
2,492
shares
|
$798,735
0.11% of portfolio
|
Q4 2025
Reduced 4.34%
|
|