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 |
|---|---|---|---|---|---|
|
Means Investment Co., Inc.
|
Jan 26, 2026 Q4 2025 |
1,712
shares
|
$548,730
0.05% of portfolio
|
Q4 2025
Reduced 6.6%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 16, 2026 Q4 2025 |
1,712
shares
|
$548,730
0.14% of portfolio
|
Q4 2025
Added 28.53%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Jan 15, 2026 Q4 2025 |
1,712
shares
|
$548,730
0.32% of portfolio
|
Q4 2025
Reduced 17.97%
|
|
|
Franklin Street Advisors Inc
|
Jan 21, 2026 Q4 2025 |
1,711
shares
|
$548,409
0.03% of portfolio
|
Q4 2025
Reduced 1.16%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,710
shares
|
$548,089
0.01% of portfolio
|
Q3 2025
Reduced 15.6%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
1,708
shares
|
$547,448
0.05% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Mad River Investors
|
Oct 14, 2025 Q3 2025 |
1,700
shares
|
$544,884
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
1,699
shares
|
$544,563
0.31% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
1,698
shares
|
$544,242
0.43% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
1,696
shares
|
$543,601
0.5% of portfolio
|
Q4 2022
Added 11.8%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,695
shares
|
$543,281
0.27% of portfolio
|
Q3 2023
Added 1.38%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
1,695
shares
|
$543,281
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
1,695
shares
|
$543,281
0.21% of portfolio
|
Q4 2022
Reduced 19.48%
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,692
shares
|
$542,319
0.61% of portfolio
|
Q3 2025
Added 12.35%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
1,691
shares
|
$541,999
0.2% of portfolio
|
Q4 2025
Added 3.62%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
1,691
shares
|
$541,999
0.1% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
1,684
shares
|
$539,755
0.39% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,671
shares
|
$535,588
0.08% of portfolio
|
Q4 2025
Reduced 8.74%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
1,671
shares
|
$535,588
0.24% of portfolio
|
Q3 2025
Added 227.01%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,671
shares
|
$535,588
0.09% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
1,669
shares
|
$534,947
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,666
shares
|
$533,986
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Claris Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
1,663
shares
|
$533,024
0.18% of portfolio
|
Q4 2025
Reduced 1.42%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
1,660
shares
|
$532,063
0.43% of portfolio
|
Q3 2025
Added 113.37%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
1,649
shares
|
$528,537
0.04% of portfolio
|
Q3 2025
Added 57.2%
|
|