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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,746
shares
|
$559,627
0.06% of portfolio
|
Q3 2025
Added 53.29%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,746
shares
|
$559,627
0.19% of portfolio
|
Q4 2022
Added 2.11%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jan 22, 2026 Q4 2025 |
1,746
shares
|
$559,627
0.38% of portfolio
|
Q4 2025
Added 1.69%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,746
shares
|
$559,627
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,744
shares
|
$558,986
0.04% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
1,744
shares
|
$558,986
0.09% of portfolio
|
Q4 2025
Reduced 20.37%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,743
shares
|
$558,666
1.35% of portfolio
|
Q3 2024
Added 26.21%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
1,737
shares
|
$556,743
0.06% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Frg Family Wealth Advisors LLC
|
Jan 21, 2026 Q4 2025 |
1,732
shares
|
$555,140
0.09% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
1,732
shares
|
$555,140
0.12% of portfolio
|
Q3 2025
Added 40.36%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
1,732
shares
|
$555,140
0.1% of portfolio
|
Q3 2025
Added 766.0%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
1,731
shares
|
$554,820
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
1,730
shares
|
$554,499
0.14% of portfolio
|
Q3 2025
Added 16.89%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,728
shares
|
$553,858
0.43% of portfolio
|
Q3 2025
Added 81.51%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
1,727
shares
|
$553,538
0.03% of portfolio
|
Q3 2025
Added 49.01%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
1,724
shares
|
$552,576
0.03% of portfolio
|
Q3 2025
Reduced 90.87%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
1,724
shares
|
$552,576
0.11% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Sage Private Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
1,723
shares
|
$552,255
0.37% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
1,723
shares
|
$552,255
0.03% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Altfest L J & CO Inc
|
Jan 22, 2026 Q4 2025 |
1,721
shares
|
$551,614
0.07% of portfolio
|
Q4 2025
Reduced 72.3%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
1,718
shares
|
$550,653
0.21% of portfolio
|
Q3 2025
Reduced 17.44%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
1,715
shares
|
$549,691
0.2% of portfolio
|
Q3 2025
Added 237.6%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
1,714
shares
|
$549,371
0.27% of portfolio
|
Q3 2025
Added 27.06%
|
|