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 |
|---|---|---|---|---|---|
|
George Kaiser Family Foundation
|
Nov 12, 2025 Q3 2025 |
2,395
shares
|
$767,645
0.12% of portfolio
|
Q2 2025
Added 117.73%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
2,392
shares
|
$766,683
0.13% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jan 26, 2026 Q4 2025 |
2,382
shares
|
$763,478
0.04% of portfolio
|
Q4 2025
Reduced 2.85%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
2,382
shares
|
$763,478
0.33% of portfolio
|
Q3 2025
Added 263.11%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
2,379
shares
|
$762,517
0.09% of portfolio
|
Q3 2025
Reduced 33.86%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
2,377
shares
|
$761,876
0.19% of portfolio
|
Q3 2025
Added 40.07%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
2,377
shares
|
$761,876
0.58% of portfolio
|
Q3 2025
Added 78.05%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
2,376
shares
|
$761,555
0.08% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jan 21, 2026 Q4 2025 |
2,376
shares
|
$761,555
0.63% of portfolio
|
Q4 2025
Added 3.44%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
2,375
shares
|
$761,235
0.18% of portfolio
|
Q3 2025
Added 10.41%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
2,369
shares
|
$759,311
0.14% of portfolio
|
Q3 2025
Added 14.11%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 23, 2026 Q4 2025 |
2,365
shares
|
$758,029
0.09% of portfolio
|
Q4 2025
Added 22.86%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
2,364
shares
|
$757,709
0.15% of portfolio
|
Q4 2025
Added 5.91%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
2,362
shares
|
$757,068
0.12% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
2,361
shares
|
$756,747
0.12% of portfolio
|
Q4 2025
Reduced 13.89%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 20, 2026 Q4 2025 |
2,359
shares
|
$756,106
0.24% of portfolio
|
Q4 2025
Reduced 3.44%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
2,354
shares
|
$754,504
0.2% of portfolio
|
Q4 2025
Added 126.35%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,352
shares
|
$753,863
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 21, 2025 Q3 2025 |
2,349
shares
|
$752,901
0.09% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Consilium Wealth Advisory, LLC
|
Jan 26, 2026 Q4 2025 |
2,348
shares
|
$752,580
0.29% of portfolio
|
Q3 2025
Reduced 10.31%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2026 Q4 2025 |
2,345
shares
|
$751,619
0.51% of portfolio
|
Q4 2025
Reduced 47.34%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
2,344
shares
|
$751,298
0.06% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,340
shares
|
$750,016
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
2,338
shares
|
$749,375
0.05% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
2,336
shares
|
$748,734
0.18% of portfolio
|
Q3 2025
Added 44.02%
|
|