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 |
|---|---|---|---|---|---|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
2,281
shares
|
$731,106
0.35% of portfolio
|
Q4 2025
Reduced 94.28%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
2,278
shares
|
$730,144
0.11% of portfolio
|
Q4 2025
Reduced 6.98%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
2,273
shares
|
$728,541
0.52% of portfolio
|
Q3 2025
Reduced 16.13%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2026 Q4 2025 |
2,271
shares
|
$727,900
0.18% of portfolio
|
Q4 2025
Reduced 28.49%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
2,262
shares
|
$725,016
0.23% of portfolio
|
Q3 2025
Added 14.82%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
2,259
shares
|
$724,054
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
2,256
shares
|
$723,093
0.17% of portfolio
|
Q3 2025
Reduced 17.15%
|
|
|
Emc Capital Management
Houston, TX |
Nov 20, 2025 Q3 2025 |
2,250
shares
|
$721,170
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 16, 2026 Q4 2025 |
2,245
shares
|
$719,567
0.1% of portfolio
|
Q4 2025
Added 39.79%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
2,238
shares
|
$717,323
0.29% of portfolio
|
Q3 2025
Added 15.48%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 09, 2026 Q4 2025 |
2,229
shares
|
$714,439
0.21% of portfolio
|
Q4 2025
Added 16.34%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Jan 23, 2026 Q4 2025 |
2,228
shares
|
$714,118
0.49% of portfolio
|
Q4 2025
Added 24.33%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,226
shares
|
$713,477
0.29% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Nov 13, 2025 Q3 2025 |
2,225
shares
|
$713,157
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Group, Inc.
|
Jan 12, 2026 Q4 2025 |
2,221
shares
|
$711,874
0.11% of portfolio
|
Q4 2025
Reduced 2.42%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
2,219
shares
|
$711,233
0.42% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
2,215
shares
|
$709,951
0.11% of portfolio
|
Q3 2025
Reduced 22.55%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
2,208
shares
|
$707,708
0.11% of portfolio
|
Q3 2025
Added 30.42%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
2,205
shares
|
$706,746
0.04% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
2,201
shares
|
$705,464
0.06% of portfolio
|
Q3 2025
Reduced 67.82%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
2,201
shares
|
$705,464
0.26% of portfolio
|
Q4 2025
Added 28.11%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
2,200
shares
|
$705,144
0.46% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
2,199
shares
|
$704,823
0.1% of portfolio
|
Q4 2025
Added 11.0%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
2,195
shares
|
$703,541
0.63% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
2,195
shares
|
$703,541
0.09% of portfolio
|
Q3 2025
Reduced 1.53%
|
|