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 |
|---|---|---|---|---|---|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Oct 30, 2025 Q3 2025 |
2,027
shares
|
$649,694
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
2,027
shares
|
$649,694
0.06% of portfolio
|
Q4 2025
Added 11.87%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
2,027
shares
|
$649,694
0.24% of portfolio
|
Q3 2025
Reduced 68.77%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,024
shares
|
$648,732
0.52% of portfolio
|
Q2 2023
Reduced 1.32%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2026 Q4 2025 |
2,017
shares
|
$646,488
0.14% of portfolio
|
Q4 2025
Reduced 13.88%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
2,012
shares
|
$644,886
0.1% of portfolio
|
Q3 2025
Added 58.68%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
2,008
shares
|
$643,604
0.08% of portfolio
|
Q3 2025
Added 148.51%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,006
shares
|
$642,963
0.01% of portfolio
|
Q3 2025
Reduced 92.37%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
2,004
shares
|
$642,322
0.19% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Mc Lean Asset Management Corp
|
Jan 15, 2026 Q4 2025 |
2,000
shares
|
$641,040
0.12% of portfolio
|
Q4 2025
Added 1.63%
|
|
|
Cruiser Capital Advisors, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
2,000
shares
|
$641,040
1.56% of portfolio
|
Q3 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,989
shares
|
$637,514
0.46% of portfolio
|
Q1 2024
Added 12.88%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,985
shares
|
$636,232
0.06% of portfolio
|
Q3 2025
Reduced 62.57%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
1,984
shares
|
$635,911
0.48% of portfolio
|
Q4 2025
Reduced 2.84%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,980
shares
|
$634,629
0.82% of portfolio
|
Q2 2022
Reduced 3.37%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
1,974
shares
|
$632,706
0.51% of portfolio
|
Q2 2022
Added 30.82%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
1,968
shares
|
$630,783
0.64% of portfolio
|
Q4 2025
Reduced 8.93%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
1,967
shares
|
$630,462
0.14% of portfolio
|
Q4 2025
Added 2.88%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
1,965
shares
|
$629,821
0.1% of portfolio
|
Q3 2025
Added 14.44%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
1,964
shares
|
$629,501
0.06% of portfolio
|
Q3 2025
Added 17.53%
|
|
|
Dorato Capital Management
Denver, CO |
Jan 16, 2026 Q4 2025 |
1,964
shares
|
$629,501
0.49% of portfolio
|
Q4 2025
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
1,962
shares
|
$628,860
0.11% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
1,961
shares
|
$628,539
0.35% of portfolio
|
Q3 2025
Added 168.26%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 21, 2026 Q4 2025 |
1,960
shares
|
$628,219
0.06% of portfolio
|
Q4 2025
Added 6.93%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
1,948
shares
|
$624,372
0.09% of portfolio
|
Q4 2025
Reduced 0.15%
|
|