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 |
|---|---|---|---|---|---|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
1,945
shares
|
$623,411
0.21% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
1,942
shares
|
$622,449
0.12% of portfolio
|
Q3 2025
Reduced 61.88%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
1,941
shares
|
$622,129
0.13% of portfolio
|
Q4 2025
Added 112.13%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
1,934
shares
|
$619,885
0.1% of portfolio
|
Q4 2025
Added 2.22%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
1,933
shares
|
$619,565
0.24% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
1,930
shares
|
$618,603
0.4% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
1,929
shares
|
$618,283
0.19% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
1,929
shares
|
$618,283
0.62% of portfolio
|
Q1 2023
Added 25.75%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
1,928
shares
|
$617,962
0.04% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Jan 20, 2026 Q4 2025 |
1,928
shares
|
$617,962
0.05% of portfolio
|
Q4 2025
Added 14.49%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,925
shares
|
$617,001
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
1,924
shares
|
$616,680
0.44% of portfolio
|
Q2 2025
Added 16.68%
|
|
|
Center Star Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,920
shares
|
$615,398
1.27% of portfolio
|
Q3 2025
New holding
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
1,920
shares
|
$615,398
0.16% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Diamant Asset Management, Inc.
|
Oct 29, 2025 Q3 2025 |
1,920
shares
|
$615,398
0.49% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
1,918
shares
|
$614,757
0.2% of portfolio
|
Q3 2025
Reduced 18.14%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
1,918
shares
|
$614,757
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
1,917
shares
|
$614,436
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
1,915
shares
|
$613,795
0.08% of portfolio
|
Q3 2025
Reduced 25.92%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
1,915
shares
|
$613,795
0.01% of portfolio
|
Q3 2025
Added 63.12%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,911
shares
|
$612,513
1.76% of portfolio
|
Q2 2022
Added 20.49%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,909
shares
|
$611,872
0.04% of portfolio
|
Q4 2025
Added 114.25%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
1,909
shares
|
$611,872
0.09% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
1,907
shares
|
$611,231
0.11% of portfolio
|
Q3 2025
Reduced 27.38%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,906
shares
|
$610,911
0.19% of portfolio
|
Q3 2023
Reduced 25.72%
|
|