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 |
|---|---|---|---|---|---|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
2,492
shares
|
$798,735
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
2,489
shares
|
$797,774
0.02% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Oct 29, 2025 Q3 2025 |
2,489
shares
|
$797,774
0.33% of portfolio
|
Q1 2022
Reduced 16.73%
|
|
|
Salvus Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,478
shares
|
$794,248
0.49% of portfolio
|
Q4 2025
New holding
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
2,475
shares
|
$793,287
0.41% of portfolio
|
Q3 2025
Added 57.14%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,473
shares
|
$792,645
0.56% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,468
shares
|
$791,043
0.7% of portfolio
|
Q4 2023
Added 33.12%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
2,467
shares
|
$790,722
0.29% of portfolio
|
Q3 2025
Added 68.86%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
2,465
shares
|
$790,081
0.21% of portfolio
|
Q3 2025
Added 19.78%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
2,458
shares
|
$787,838
0.39% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
2,453
shares
|
$786,235
0.14% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 06, 2026 Q4 2025 |
2,443
shares
|
$783,030
0.2% of portfolio
|
Q4 2025
Added 17.4%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
2,440
shares
|
$782,068
0.07% of portfolio
|
Q3 2025
Reduced 11.18%
|
|
|
Uncommon Cents Investing LLC
|
Jan 15, 2026 Q4 2025 |
2,440
shares
|
$782,068
0.2% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Rba Wealth Management, LLC
|
Jan 23, 2026 Q4 2025 |
2,434
shares
|
$780,145
0.27% of portfolio
|
Q4 2025
Reduced 2.68%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,430
shares
|
$778,863
0.23% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
2,429
shares
|
$778,543
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Ls Investment Advisors, LLC
|
Jan 26, 2026 Q4 2025 |
2,425
shares
|
$777,261
0.11% of portfolio
|
Q4 2025
Added 33.98%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
2,422
shares
|
$776,299
0.02% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Oct 15, 2025 Q3 2025 |
2,417
shares
|
$774,696
0.43% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 20, 2026 Q4 2025 |
2,415
shares
|
$774,055
0.14% of portfolio
|
Q4 2025
Added 7.33%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
2,413
shares
|
$773,414
0.41% of portfolio
|
Q3 2025
Added 22.36%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,411
shares
|
$772,773
0.24% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 16, 2026 Q4 2025 |
2,398
shares
|
$768,606
0.42% of portfolio
|
Q4 2025
Reduced 7.59%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
2,396
shares
|
$767,965
0.06% of portfolio
|
Q3 2025
Reduced 59.62%
|
|