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 |
|---|---|---|---|---|---|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
2,333
shares
|
$747,773
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
2,325
shares
|
$745,209
1.4% of portfolio
|
Q2 2024
Added 8.29%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
2,325
shares
|
$745,209
0.22% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
2,325
shares
|
$745,209
0.82% of portfolio
|
Q3 2025
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
2,324
shares
|
$744,888
0.07% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
2,323
shares
|
$744,567
0.73% of portfolio
|
Q4 2022
Added 0.13%
|
|
|
Natural Investments, LLC
|
Jan 23, 2026 Q4 2025 |
2,323
shares
|
$744,567
0.19% of portfolio
|
Q4 2025
Reduced 6.97%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,322
shares
|
$744,247
0.13% of portfolio
|
Q3 2025
Added 34.38%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
2,318
shares
|
$742,965
0.18% of portfolio
|
Q4 2025
Reduced 10.95%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
2,316
shares
|
$742,324
0.14% of portfolio
|
Q4 2025
Added 3.21%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,315
shares
|
$742,003
0.33% of portfolio
|
Q3 2025
Reduced 40.27%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
2,315
shares
|
$742,003
0.57% of portfolio
|
Q3 2025
Reduced 44.48%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
2,315
shares
|
$742,003
0.19% of portfolio
|
Q4 2025
Reduced 39.74%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,315
shares
|
$742,003
0.39% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
2,314
shares
|
$741,683
0.04% of portfolio
|
Q3 2025
Added 36.2%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
2,314
shares
|
$741,683
0.92% of portfolio
|
Q3 2025
New holding
|
|
|
Aigen Investment Management, LP
|
Nov 14, 2025 Q3 2025 |
2,313
shares
|
$741,362
0.13% of portfolio
|
Q3 2025
Reduced 72.53%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
2,306
shares
|
$739,119
0.2% of portfolio
|
Q3 2025
Added 107.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
2,302
shares
|
$737,837
0.05% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Connective Portfolio Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,300
shares
|
$737,196
1.47% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
2,300
shares
|
$737,196
0.17% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
2,299
shares
|
$736,875
0.06% of portfolio
|
Q3 2025
Added 26.95%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
2,293
shares
|
$734,952
0.07% of portfolio
|
Q3 2025
Added 64.02%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
2,287
shares
|
$733,029
0.26% of portfolio
|
Q3 2024
Added 50.56%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
2,282
shares
|
$731,426
0.3% of portfolio
|
Q3 2025
Reduced 4.64%
|
|