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 3,795 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 |
|---|---|---|---|---|---|
|
Scharf Investments, LLC
|
Jan 15, 2026 Q4 2025 |
178,972
shares
|
$57.4 Million
1.86% of portfolio
|
Q4 2025
Added 399.22%
|
|
|
Ifm Investors Pty LTD
|
Oct 14, 2025 Q3 2025 |
178,952
shares
|
$57.4 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Donald Yacktman
Yacktman Asset Management LP
|
Nov 04, 2025 Q3 2025 |
174,588
shares
|
$56 Million
0.9% of portfolio
|
Q3 2025
Added 35.34%
|
|
|
Munich Reinsurance CO Stock Corp In Munich
Munich, |
Nov 13, 2025 Q3 2025 |
174,538
shares
|
$55.9 Million
1.51% of portfolio
|
Q3 2025
New holding
|
|
|
Imc Chicago, LLC
|
Nov 04, 2025 Q3 2025 |
173,699
shares
|
$55.7 Million
1.25% of portfolio
|
Q3 2025
Reduced 39.57%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
172,127
shares
|
$55.2 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
170,144
shares
|
$54.5 Million
0.49% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
Nov 14, 2025 Q3 2025 |
170,057
shares
|
$54.5 Million
1.26% of portfolio
|
Q3 2025
Added 19.51%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
169,881
shares
|
$54.5 Million
0.18% of portfolio
|
Q3 2025
Added 131.75%
|
|
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
Nov 10, 2025 Q3 2025 |
167,432
shares
|
$53.7 Million
1.38% of portfolio
|
Q3 2025
New holding
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
166,793
shares
|
$53.5 Million
2.21% of portfolio
|
Q1 2023
Reduced 1.98%
|
|
|
Cornerstone Investment Partners, LLC
|
Nov 06, 2025 Q3 2025 |
166,212
shares
|
$53.3 Million
2.49% of portfolio
|
Q3 2025
Added 11.77%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
166,206
shares
|
$53.3 Million
0.24% of portfolio
|
Q3 2025
Reduced 14.91%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
165,792
shares
|
$53.1 Million
1.63% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
165,132
shares
|
$52.9 Million
1.41% of portfolio
|
Q4 2023
Added 0.47%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
165,082
shares
|
$52.9 Million
0.83% of portfolio
|
Q3 2025
Reduced 10.89%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
164,633
shares
|
$52.8 Million
1.48% of portfolio
|
Q2 2025
Added 23.85%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
161,407
shares
|
$51.7 Million
2.67% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
160,983
shares
|
$51.6 Million
0.2% of portfolio
|
Q3 2025
Reduced 11.75%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
160,487
shares
|
$51.4 Million
0.17% of portfolio
|
Q3 2025
Added 20.25%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
160,408
shares
|
$51.4 Million
3.15% of portfolio
|
Q3 2025
Added 95.62%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Nov 14, 2025 Q3 2025 |
158,308
shares
|
$50.7 Million
3.77% of portfolio
|
Q3 2025
Added 234.8%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
157,618
shares
|
$50.5 Million
0.09% of portfolio
|
Q4 2025
Reduced 4.53%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
155,900
shares
|
$50 Million
0.4% of portfolio
|
Q3 2025
Reduced 23.56%
|
|
|
Parsifal Capital Management, LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
154,600
shares
|
$49.6 Million
5.89% of portfolio
|
Q3 2025
Reduced 16.47%
|
|