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 |
|---|---|---|---|---|---|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
1,645
shares
|
$527,255
0.14% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
1,643
shares
|
$526,614
0.16% of portfolio
|
Q3 2025
Reduced 27.62%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
1,643
shares
|
$526,614
0.22% of portfolio
|
Q4 2025
Added 15.3%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
1,637
shares
|
$524,691
0.46% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
1,632
shares
|
$523,088
0.08% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
1,631
shares
|
$522,768
0.33% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
1,629
shares
|
$522,127
0.05% of portfolio
|
Q3 2022
Added 2.65%
|
|
|
Alethea Capital Management, LLC
San Diego, CA |
Nov 14, 2025 Q3 2025 |
1,627
shares
|
$521,486
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,626
shares
|
$521,165
0.09% of portfolio
|
Q3 2025
Reduced 99.52%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
1,624
shares
|
$520,524
0.24% of portfolio
|
Q3 2025
Added 49.95%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 13, 2025 Q3 2025 |
1,623
shares
|
$520,203
0.28% of portfolio
|
Q3 2025
Reduced 73.92%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 21, 2026 Q4 2025 |
1,621
shares
|
$519,562
0.07% of portfolio
|
Q4 2025
Added 16.87%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,618
shares
|
$518,601
0.2% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,618
shares
|
$518,601
0.07% of portfolio
|
Q3 2025
Added 12.52%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,618
shares
|
$518,601
0.03% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
1,615
shares
|
$517,639
0.34% of portfolio
|
Q3 2025
Reduced 33.92%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,615
shares
|
$517,639
0.29% of portfolio
|
Q3 2025
Added 33.58%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
1,607
shares
|
$515,075
0.35% of portfolio
|
Q3 2025
Reduced 33.35%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
1,603
shares
|
$513,793
0.06% of portfolio
|
Q4 2025
Reduced 23.08%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
1,602
shares
|
$513,473
0.02% of portfolio
|
Q3 2025
Added 33.28%
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,600
shares
|
$512,832
0.09% of portfolio
|
Q2 2025
Added 220.0%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
1,599
shares
|
$512,511
0.2% of portfolio
|
Q3 2025
Reduced 17.41%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
1,597
shares
|
$511,870
0.4% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
1,595
shares
|
$511,229
0.08% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
1,593
shares
|
$510,588
0.11% of portfolio
|
Q3 2025
Reduced 7.17%
|
|