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 |
|---|---|---|---|---|---|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
36,426
shares
|
$11.7 Million
0.46% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Jlb & Associates Inc
|
Oct 30, 2025 Q3 2025 |
36,347
shares
|
$11.6 Million
1.75% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
36,205
shares
|
$11.6 Million
0.22% of portfolio
|
Q3 2025
Reduced 23.96%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
36,032
shares
|
$11.5 Million
7.24% of portfolio
|
Q3 2025
Added 42.07%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
35,750
shares
|
$11.5 Million
0.16% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
35,576
shares
|
$11.4 Million
0.26% of portfolio
|
Q3 2025
Reduced 16.91%
|
|
|
Oberndorf William E
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
35,553
shares
|
$11.4 Million
18.74% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
35,537
shares
|
$11.4 Million
0.19% of portfolio
|
Q3 2025
Reduced 39.43%
|
|
|
Gam Holding Ag
|
Oct 21, 2025 Q3 2025 |
35,490
shares
|
$11.4 Million
0.82% of portfolio
|
Q3 2025
Added 13.84%
|
|
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
35,464
shares
|
$11.4 Million
0.8% of portfolio
|
Q3 2025
Added 14.25%
|
|
|
Longaeva Partners L.P.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
35,461
shares
|
$11.4 Million
1.77% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
35,445
shares
|
$11.4 Million
0.59% of portfolio
|
Q3 2025
Reduced 24.29%
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
35,345
shares
|
$11.3 Million
1.56% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
35,321
shares
|
$11.3 Million
0.46% of portfolio
|
Q3 2025
Added 10.62%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
35,300
shares
|
$11.3 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
35,092
shares
|
$11.2 Million
0.59% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
35,059
shares
|
$11.2 Million
0.17% of portfolio
|
Q3 2025
Added 12.39%
|
|
|
Elwood Capital Partners LP
New York, NY |
Nov 13, 2025 Q3 2025 |
35,028
shares
|
$11.2 Million
7.39% of portfolio
|
Q2 2025
Added 86.23%
|
|
|
Ranmore Fund Management LTD
Cobham, X0 |
Nov 12, 2025 Q3 2025 |
35,000
shares
|
$11.2 Million
3.27% of portfolio
|
Q3 2025
Reduced 20.45%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
34,947
shares
|
$11.2 Million
0.19% of portfolio
|
Q4 2025
Added 127.58%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
34,753
shares
|
$11.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 79.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
34,591
shares
|
$11.1 Million
0.23% of portfolio
|
Q3 2025
Added 25.6%
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
34,470
shares
|
$11 Million
0.04% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
34,426
shares
|
$11 Million
1.52% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
34,234
shares
|
$11 Million
0.42% of portfolio
|
Q3 2025
Reduced 10.65%
|
|