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 |
|---|---|---|---|---|---|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
48,745
shares
|
$15.6 Million
0.19% of portfolio
|
Q3 2025
Added 15.17%
|
|
|
Baillie Gifford & CO
|
Oct 31, 2025 Q3 2025 |
48,645
shares
|
$15.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 92.97%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
48,645
shares
|
$15.6 Million
2.28% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
48,250
shares
|
$15.5 Million
0.96% of portfolio
|
Q3 2025
Added 41.04%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
48,238
shares
|
$15.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 57.82%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
48,030
shares
|
$15.4 Million
0.4% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
683 Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
48,000
shares
|
$15.4 Million
0.98% of portfolio
|
Q3 2025
Reduced 13.51%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
47,802
shares
|
$15.3 Million
1.61% of portfolio
|
Q3 2025
Added 143.14%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
47,500
shares
|
$15.2 Million
0.36% of portfolio
|
Q4 2025
Added 5.51%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
47,494
shares
|
$15.2 Million
0.55% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
47,430
shares
|
$15.2 Million
0.43% of portfolio
|
Q3 2025
Reduced 52.57%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
47,230
shares
|
$15.1 Million
3.87% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
Canoe Financial LP
Calgary, A0 |
Jan 14, 2026 Q4 2025 |
47,217
shares
|
$15.1 Million
0.21% of portfolio
|
Q4 2025
Reduced 85.29%
|
|
|
Beryl Capital Management LLC
Redondo Beach, CA |
Nov 14, 2025 Q3 2025 |
47,000
shares
|
$15.1 Million
31.18% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
46,689
shares
|
$15 Million
0.31% of portfolio
|
Q3 2025
Reduced 79.48%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
46,427
shares
|
$14.9 Million
1.68% of portfolio
|
Q2 2022
Added 3.1%
|
|
|
Louisiana State Employees Retirement System
|
Jan 16, 2026 Q4 2025 |
46,300
shares
|
$14.8 Million
0.27% of portfolio
|
Q4 2025
Reduced 2.53%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
46,187
shares
|
$14.8 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
46,142
shares
|
$14.8 Million
0.33% of portfolio
|
Q3 2025
Added 12.99%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
46,064
shares
|
$14.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 32.47%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
46,057
shares
|
$14.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 18.88%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
46,010
shares
|
$14.7 Million
0.21% of portfolio
|
Q3 2025
Reduced 31.46%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
45,837
shares
|
$14.7 Million
0.66% of portfolio
|
Q4 2023
Reduced 4.31%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
45,615
shares
|
$14.6 Million
1.46% of portfolio
|
Q3 2025
Added 5415.72%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
45,366
shares
|
$14.5 Million
0.34% of portfolio
|
Q3 2025
Added 2.57%
|
|