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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
72,401
shares
|
$23.2 Million
0.93% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
72,302
shares
|
$23.2 Million
2.0% of portfolio
|
Q3 2025
Reduced 45.89%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
71,353
shares
|
$22.9 Million
0.22% of portfolio
|
Q3 2025
Added 18.07%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
70,908
shares
|
$22.7 Million
0.71% of portfolio
|
Q3 2025
Added 93.15%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
70,647
shares
|
$22.6 Million
2.65% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
69,498
shares
|
$22.3 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
69,385
shares
|
$22.2 Million
1.19% of portfolio
|
Q3 2025
Added 129.48%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
69,290
shares
|
$22.2 Million
0.05% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
Nov 13, 2025 Q3 2025 |
68,959
shares
|
$22.1 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
68,707
shares
|
$22 Million
0.13% of portfolio
|
Q3 2025
Added 8.76%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
68,185
shares
|
$21.9 Million
0.31% of portfolio
|
Q3 2025
Added 13537.0%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Jan 13, 2026 Q4 2025 |
68,108
shares
|
$21.8 Million
1.03% of portfolio
|
Q4 2025
Reduced 52.2%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
67,699
shares
|
$21.7 Million
1.04% of portfolio
|
Q3 2025
Added 167.47%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
67,611
shares
|
$21.7 Million
3.02% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
66,381
shares
|
$21.3 Million
2.41% of portfolio
|
Q3 2022
Added 1.59%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
66,023
shares
|
$21.2 Million
0.52% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
65,813
shares
|
$21.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 86.94%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
65,771
shares
|
$21.1 Million
0.73% of portfolio
|
Q3 2025
Reduced 13.45%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
65,703
shares
|
$21.1 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
65,502
shares
|
$21 Million
0.55% of portfolio
|
Q4 2025
Added 2.58%
|
|
|
Woodbridge CO LTD
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
65,300
shares
|
$20.9 Million
3.61% of portfolio
|
Q2 2025
New holding
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
65,034
shares
|
$20.8 Million
0.13% of portfolio
|
Q3 2025
Reduced 40.57%
|
|
|
Groupama Asset Managment
Paris, I0 |
Dec 01, 2025 Q3 2025 |
64,882
shares
|
$20.8 Million
0.33% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
64,877
shares
|
$20.8 Million
2.75% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 19, 2025 Q3 2025 |
64,868
shares
|
$20.8 Million
3.17% of portfolio
|
Q3 2025
Added 0.49%
|
|