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 |
|---|---|---|---|---|---|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
41,539
shares
|
$13.3 Million
1.21% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
S&Co Inc
Boston, MA |
Nov 06, 2025 Q3 2025 |
41,526
shares
|
$13.3 Million
0.88% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
Unicom Systems, Inc.
Las Vegas, NV |
Jan 14, 2026 Q4 2025 |
41,434
shares
|
$13.3 Million
1.34% of portfolio
|
Q2 2025
New holding
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
41,432
shares
|
$13.3 Million
1.83% of portfolio
|
Q3 2025
Added 185.74%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
41,395
shares
|
$13.3 Million
0.18% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
41,050
shares
|
$13.2 Million
0.42% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
41,020
shares
|
$13.1 Million
0.44% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Danica Pension, Livsforsikringsaktieselskab
Copenhagen V, |
Nov 13, 2025 Q3 2025 |
39,760
shares
|
$12.7 Million
0.21% of portfolio
|
Q2 2025
Reduced 70.49%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
39,611
shares
|
$12.7 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
First Eagle Investment Management, LLC
|
Nov 12, 2025 Q3 2025 |
39,287
shares
|
$12.6 Million
0.03% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
39,031
shares
|
$12.5 Million
0.35% of portfolio
|
Q2 2024
Added 4.75%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2025 Q3 2025 |
38,936
shares
|
$12.5 Million
1.85% of portfolio
|
Q3 2025
New holding
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
38,716
shares
|
$12.4 Million
0.35% of portfolio
|
Q3 2025
Reduced 24.21%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
38,679
shares
|
$12.4 Million
3.32% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
38,054
shares
|
$12.2 Million
2.83% of portfolio
|
Q1 2024
Added 1.59%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
37,941
shares
|
$12.2 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Skye Global Management LP
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
37,800
shares
|
$12.1 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
37,752
shares
|
$12.1 Million
0.43% of portfolio
|
Q4 2025
Reduced 2.99%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
37,613
shares
|
$12.1 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
37,585
shares
|
$12 Million
3.13% of portfolio
|
Q3 2025
Reduced 29.23%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Nov 06, 2025 Q3 2025 |
37,211
shares
|
$11.9 Million
0.23% of portfolio
|
Q3 2025
Reduced 64.74%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
37,001
shares
|
$11.9 Million
2.83% of portfolio
|
Q3 2025
Reduced 24.03%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
36,827
shares
|
$11.8 Million
0.53% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
36,554
shares
|
$11.7 Million
0.15% of portfolio
|
Q3 2025
Added 365.06%
|
|
|
Private Capital Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
36,465
shares
|
$11.7 Million
1.44% of portfolio
|
Q3 2025
Reduced 3.24%
|
|