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 |
|---|---|---|---|---|---|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
1,906
shares
|
$610,911
0.46% of portfolio
|
Q3 2025
Reduced 41.53%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 12, 2026 Q4 2025 |
1,905
shares
|
$610,590
0.14% of portfolio
|
Q4 2025
Added 9.48%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Jan 21, 2026 Q4 2025 |
1,900
shares
|
$608,988
0.31% of portfolio
|
Q4 2025
Added 82.52%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Nov 04, 2025 Q3 2025 |
1,900
shares
|
$608,988
1.15% of portfolio
|
Q3 2025
Reduced 88.76%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,899
shares
|
$608,667
0.74% of portfolio
|
Q3 2024
Added 53.27%
|
|
|
Moseley Investment Management Inc
|
Jan 20, 2026 Q4 2025 |
1,893
shares
|
$606,744
0.2% of portfolio
|
Q4 2025
Added 17.21%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
1,893
shares
|
$606,744
0.11% of portfolio
|
Q3 2025
Reduced 30.71%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
1,889
shares
|
$605,462
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
1,886
shares
|
$604,500
0.25% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
1,884
shares
|
$603,859
0.1% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
1,884
shares
|
$603,859
0.22% of portfolio
|
Q3 2025
Added 28.43%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
1,879
shares
|
$602,257
0.1% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Ames National Corp
Ames, IA |
Nov 12, 2025 Q3 2025 |
1,879
shares
|
$602,257
0.39% of portfolio
|
Q3 2025
Reduced 13.57%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 12, 2025 Q3 2025 |
1,874
shares
|
$600,654
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
1,872
shares
|
$600,013
0.69% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
1,863
shares
|
$597,128
0.2% of portfolio
|
Q3 2025
Added 11.96%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
1,859
shares
|
$595,846
0.46% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
1,854
shares
|
$594,244
0.27% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
1,853
shares
|
$593,923
0.47% of portfolio
|
Q4 2025
Added 1.26%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
1,849
shares
|
$592,641
0.44% of portfolio
|
Q3 2025
Added 35.56%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
1,842
shares
|
$590,397
0.15% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 16, 2026 Q4 2025 |
1,841
shares
|
$590,077
0.01% of portfolio
|
Q4 2025
Reduced 24.02%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
1,838
shares
|
$589,115
0.09% of portfolio
|
Q2 2025
Reduced 26.12%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
1,836
shares
|
$588,474
0.06% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
1,833
shares
|
$587,513
0.52% of portfolio
|
Q3 2025
New holding
|
|