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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
153,961
shares
|
$49.3 Million
0.12% of portfolio
|
Q3 2025
Added 15.78%
|
|
|
Mawer Investment Management Ltd.
Calgary, A0 |
Nov 04, 2025 Q3 2025 |
152,305
shares
|
$48.8 Million
0.28% of portfolio
|
Q3 2025
Reduced 85.62%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
150,379
shares
|
$48.2 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Ns Partners LTD
|
Nov 13, 2025 Q3 2025 |
149,512
shares
|
$47.9 Million
2.01% of portfolio
|
Q3 2025
Added 19.15%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
146,839
shares
|
$47.1 Million
1.09% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
146,650
shares
|
$47 Million
0.44% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Robeco Institutional Asset Management B.V.
|
Oct 22, 2025 Q3 2025 |
146,195
shares
|
$46.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 27.7%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
145,658
shares
|
$46.7 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
145,535
shares
|
$46.6 Million
0.77% of portfolio
|
Q3 2025
Reduced 53.03%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Nov 06, 2025 Q3 2025 |
145,462
shares
|
$46.6 Million
0.44% of portfolio
|
Q3 2025
Added 15.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
145,349
shares
|
$46.6 Million
0.15% of portfolio
|
Q3 2025
Reduced 22.92%
|
|
|
Seizert Capital Partners, LLC
|
Oct 29, 2025 Q3 2025 |
145,328
shares
|
$46.6 Million
2.27% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
143,949
shares
|
$46.1 Million
0.25% of portfolio
|
Q3 2025
Added 38.28%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
142,934
shares
|
$45.8 Million
0.92% of portfolio
|
Q4 2025
Added 1.01%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
142,562
shares
|
$45.7 Million
0.37% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
141,383
shares
|
$45.3 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Oct 14, 2025 Q3 2025 |
140,727
shares
|
$45.1 Million
0.87% of portfolio
|
Q3 2025
Added 97.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
140,386
shares
|
$45 Million
0.08% of portfolio
|
Q3 2025
Reduced 18.63%
|
|
|
Long Focus Capital Management, LLC
San Juan, PR |
Nov 14, 2025 Q3 2025 |
139,200
shares
|
$44.6 Million
1.79% of portfolio
|
Q3 2025
Added 167.69%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
138,656
shares
|
$44.4 Million
0.39% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
135,932
shares
|
$43.6 Million
1.82% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Penn Davis Mcfarland Inc
|
Oct 21, 2025 Q3 2025 |
135,687
shares
|
$43.5 Million
4.92% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
134,167
shares
|
$43 Million
0.1% of portfolio
|
Q3 2025
Added 71.94%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
133,318
shares
|
$42.7 Million
0.44% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
132,999
shares
|
$42.6 Million
0.23% of portfolio
|
Q3 2025
Added 6.08%
|
|