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 |
|---|---|---|---|---|---|
|
Capital Advisors Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
1,825
shares
|
$584,949
0.08% of portfolio
|
Q4 2025
Added 4.05%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 07, 2025 Q3 2025 |
1,821
shares
|
$583,666
0.34% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Jan 15, 2026 Q4 2025 |
1,820
shares
|
$583,346
0.22% of portfolio
|
Q4 2025
Reduced 0.55%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 12, 2026 Q4 2025 |
1,818
shares
|
$582,705
0.47% of portfolio
|
Q4 2025
Added 2.65%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,810
shares
|
$580,141
0.09% of portfolio
|
Q3 2025
Added 28.37%
|
|
|
Factorial Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,800
shares
|
$576,936
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
1,800
shares
|
$576,936
0.38% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
1,799
shares
|
$576,615
0.33% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
1,792
shares
|
$574,371
0.35% of portfolio
|
Q3 2025
Reduced 74.78%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
1,788
shares
|
$573,089
0.22% of portfolio
|
Q4 2025
Added 13.67%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,786
shares
|
$572,448
0.34% of portfolio
|
Q3 2023
Added 8.24%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
1,786
shares
|
$572,448
0.21% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
1,783
shares
|
$571,487
0.09% of portfolio
|
Q4 2025
Added 13.13%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
1,781
shares
|
$570,846
0.1% of portfolio
|
Q4 2025
Reduced 14.46%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
1,779
shares
|
$570,205
0.07% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Jan 06, 2026 Q4 2025 |
1,779
shares
|
$570,205
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
1,774
shares
|
$568,602
0.04% of portfolio
|
Q4 2025
Reduced 39.68%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jan 20, 2026 Q4 2025 |
1,770
shares
|
$567,320
0.32% of portfolio
|
Q4 2025
Added 74.38%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
1,757
shares
|
$563,153
0.22% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
My Personal Cfo, LLC
|
Jan 15, 2026 Q4 2025 |
1,754
shares
|
$562,192
0.26% of portfolio
|
Q4 2025
Reduced 4.15%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 14, 2026 Q4 2025 |
1,754
shares
|
$562,192
0.28% of portfolio
|
Q4 2025
Added 5.73%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,754
shares
|
$562,192
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
1,752
shares
|
$561,551
0.07% of portfolio
|
Q3 2025
Reduced 84.39%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,749
shares
|
$560,589
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
1,748
shares
|
$560,268
0.24% of portfolio
|
Q3 2025
Added 62.0%
|
|