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 3,792 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 |
|---|---|---|---|---|---|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Nov 13, 2025 Q3 2025 |
34,132
shares
|
$10.9 Million
0.57% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
34,126
shares
|
$10.9 Million
6.58% of portfolio
|
Q4 2023
Reduced 21.6%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
34,117
shares
|
$10.9 Million
1.52% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
34,072
shares
|
$10.9 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
33,979
shares
|
$10.9 Million
2.3% of portfolio
|
Q3 2025
Reduced 39.74%
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
33,740
shares
|
$10.8 Million
2.06% of portfolio
|
Q3 2025
Added 14.13%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
33,492
shares
|
$10.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 48.27%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
33,433
shares
|
$10.7 Million
0.14% of portfolio
|
Q3 2025
Added 32.1%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
33,320
shares
|
$10.7 Million
0.16% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Harber Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
33,227
shares
|
$10.6 Million
4.43% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
33,151
shares
|
$10.6 Million
0.4% of portfolio
|
Q3 2025
Added 229.21%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
33,086
shares
|
$10.6 Million
0.27% of portfolio
|
Q3 2025
Added 1783.1%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
33,054
shares
|
$10.6 Million
0.17% of portfolio
|
Q3 2025
Reduced 25.18%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
32,787
shares
|
$10.5 Million
0.08% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
32,596
shares
|
$10.4 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Sona Asset Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
32,500
shares
|
$10.4 Million
0.51% of portfolio
|
Q3 2025
Added 62.5%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
32,422
shares
|
$10.4 Million
0.26% of portfolio
|
Q3 2025
Added 42.92%
|
|
|
Fny Investment Advisers, LLC
|
Jan 16, 2026 Q4 2025 |
32,375
shares
|
$10.4 Million
3.01% of portfolio
|
Q4 2025
Added 106.58%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
32,079
shares
|
$10.3 Million
0.25% of portfolio
|
Q4 2025
Reduced 17.18%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
31,977
shares
|
$10.2 Million
0.3% of portfolio
|
Q3 2025
Added 28.16%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
31,801
shares
|
$10.2 Million
0.15% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
31,734
shares
|
$10.2 Million
0.86% of portfolio
|
Q3 2025
Reduced 18.7%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
31,688
shares
|
$10.2 Million
1.58% of portfolio
|
Q3 2025
Reduced 9.62%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
31,659
shares
|
$10.1 Million
0.61% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
31,578
shares
|
$10.1 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.2%
|
|