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 |
|---|---|---|---|---|---|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
2,069
shares
|
$663,155
0.51% of portfolio
|
Q3 2025
Reduced 57.65%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 18, 2025 Q3 2025 |
2,068
shares
|
$662,835
0.07% of portfolio
|
Q3 2025
Reduced 30.88%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
2,064
shares
|
$661,553
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
2,063
shares
|
$661,232
0.16% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 21, 2026 Q4 2025 |
2,061
shares
|
$660,591
0.45% of portfolio
|
Q4 2025
Added 17.04%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
2,059
shares
|
$659,950
0.08% of portfolio
|
Q3 2025
Added 11.9%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
2,058
shares
|
$659,630
0.19% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jan 26, 2026 Q4 2025 |
2,058
shares
|
$659,630
0.87% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,057
shares
|
$659,309
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
2,055
shares
|
$658,668
0.04% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
2,054
shares
|
$658,348
0.1% of portfolio
|
Q4 2025
Reduced 4.73%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
2,050
shares
|
$657,066
0.21% of portfolio
|
Q3 2025
Added 21.02%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
2,049
shares
|
$656,745
0.04% of portfolio
|
Q3 2025
Added 12.71%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
2,048
shares
|
$656,424
0.52% of portfolio
|
Q3 2025
Added 36.08%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
2,047
shares
|
$656,104
0.38% of portfolio
|
Q3 2025
Reduced 43.75%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
2,045
shares
|
$655,463
0.47% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
2,045
shares
|
$655,463
0.3% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
2,045
shares
|
$655,463
0.42% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
2,042
shares
|
$654,501
0.72% of portfolio
|
Q3 2022
Added 216.1%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
2,041
shares
|
$654,181
0.06% of portfolio
|
Q4 2025
Added 0.59%
|
|
|
Secure Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
2,040
shares
|
$653,860
0.11% of portfolio
|
Q4 2025
Added 1.59%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
2,040
shares
|
$653,860
0.46% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
2,039
shares
|
$653,540
0.07% of portfolio
|
Q3 2025
Added 18.55%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
2,035
shares
|
$652,258
0.08% of portfolio
|
Q3 2025
Added 27.03%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
2,030
shares
|
$650,655
0.2% of portfolio
|
Q3 2025
Reduced 15.2%
|
|