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 |
|---|---|---|---|---|---|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 20, 2026 Q4 2025 |
2,191
shares
|
$702,259
0.23% of portfolio
|
Q4 2025
Added 5.59%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,186
shares
|
$700,656
0.1% of portfolio
|
Q4 2022
Reduced 8.69%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
2,186
shares
|
$700,656
0.08% of portfolio
|
Q3 2025
Added 94.14%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
2,184
shares
|
$700,015
0.06% of portfolio
|
Q4 2025
Reduced 3.83%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 06, 2025 Q3 2025 |
2,184
shares
|
$700,015
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
2,183
shares
|
$699,695
0.07% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2025 Q3 2025 |
2,181
shares
|
$699,054
0.56% of portfolio
|
Q3 2025
Added 123.46%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,179
shares
|
$698,413
0.08% of portfolio
|
Q2 2025
Reduced 16.45%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
2,178
shares
|
$698,092
0.11% of portfolio
|
Q3 2025
Reduced 52.87%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
2,177
shares
|
$697,772
0.52% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
2,175
shares
|
$697,131
0.06% of portfolio
|
Q4 2025
Reduced 35.86%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
2,173
shares
|
$696,489
0.05% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 16, 2026 Q4 2025 |
2,170
shares
|
$695,528
0.03% of portfolio
|
Q4 2025
Added 11.97%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 16, 2026 Q4 2025 |
2,163
shares
|
$693,284
0.41% of portfolio
|
Q4 2025
Added 227.23%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
2,162
shares
|
$692,964
0.09% of portfolio
|
Q3 2025
Reduced 18.08%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
2,160
shares
|
$692,323
0.14% of portfolio
|
Q3 2025
Reduced 12.09%
|
|
|
Presidio Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
2,159
shares
|
$692,002
0.21% of portfolio
|
Q4 2025
Added 12.74%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
2,157
shares
|
$691,361
0.24% of portfolio
|
Q4 2025
Added 9.27%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
2,155
shares
|
$690,720
0.19% of portfolio
|
Q3 2025
Reduced 22.76%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
2,153
shares
|
$690,079
0.08% of portfolio
|
Q3 2025
Reduced 57.79%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
2,151
shares
|
$689,438
0.17% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
2,144
shares
|
$687,194
0.35% of portfolio
|
Q3 2025
Added 78.67%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
2,143
shares
|
$686,874
1.01% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
2,143
shares
|
$686,874
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
2,142
shares
|
$686,553
0.1% of portfolio
|
Q3 2025
Reduced 44.68%
|
|