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 |
|---|---|---|---|---|---|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
2,139
shares
|
$685,592
0.07% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
Nov 20, 2025 Q3 2025 |
2,137
shares
|
$684,951
0.07% of portfolio
|
Q3 2025
Added 95.16%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,135
shares
|
$684,310
0.67% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
2,133
shares
|
$683,669
0.01% of portfolio
|
Q3 2025
Added 155.45%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
2,132
shares
|
$683,348
0.05% of portfolio
|
Q3 2025
Added 23.17%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
2,131
shares
|
$683,028
0.27% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
2,127
shares
|
$681,746
0.08% of portfolio
|
Q4 2025
Reduced 4.19%
|
|
|
Cambridge Advisors Inc.
|
Jan 21, 2026 Q4 2025 |
2,122
shares
|
$680,143
0.14% of portfolio
|
Q4 2024
Reduced 24.4%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,119
shares
|
$679,181
0.09% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
2,118
shares
|
$678,861
0.63% of portfolio
|
Q3 2025
Added 20.48%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
2,116
shares
|
$678,220
0.05% of portfolio
|
Q2 2025
Added 33.27%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
2,107
shares
|
$675,335
0.03% of portfolio
|
Q3 2025
Added 34.8%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
2,104
shares
|
$674,374
0.42% of portfolio
|
Q4 2025
Added 6.8%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
2,101
shares
|
$673,412
0.08% of portfolio
|
Q4 2025
Added 0.77%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
2,100
shares
|
$673,092
0.22% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Jan 20, 2026 Q4 2025 |
2,100
shares
|
$673,092
0.36% of portfolio
|
Q4 2025
Reduced 2.73%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 26, 2026 Q4 2025 |
2,099
shares
|
$672,771
0.47% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
2,098
shares
|
$672,450
0.27% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
2,093
shares
|
$670,848
0.14% of portfolio
|
Q3 2025
Added 82.48%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
2,087
shares
|
$668,925
0.08% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,085
shares
|
$668,284
0.08% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
2,082
shares
|
$667,322
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
2,076
shares
|
$665,399
0.08% of portfolio
|
Q4 2025
Reduced 1.0%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
2,074
shares
|
$664,758
0.21% of portfolio
|
Q4 2025
Added 7.57%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
2,070
shares
|
$663,476
0.46% of portfolio
|
Q3 2025
Reduced 3.68%
|
|