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 |
|---|---|---|---|---|---|
|
Stewart Asset Management, LLC
|
Feb 08, 2023 Q4 2022 |
31,566
shares
|
$10.1 Million
12.83% of portfolio
|
Q4 2022
Reduced 9.42%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
31,566
shares
|
$10.1 Million
0.53% of portfolio
|
Q3 2025
Added 39.72%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
31,451
shares
|
$10.1 Million
0.63% of portfolio
|
Q1 2023
Added 5.95%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
31,173
shares
|
$9.99 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Blue Whale Capital LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
31,111
shares
|
$9.97 Million
0.79% of portfolio
|
Q3 2025
Reduced 70.19%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
31,037
shares
|
$9.95 Million
3.5% of portfolio
|
Q2 2025
Added 297.81%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
31,000
shares
|
$9.94 Million
0.54% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
30,940
shares
|
$9.92 Million
0.13% of portfolio
|
Q3 2025
Added 15.14%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
30,829
shares
|
$9.88 Million
0.06% of portfolio
|
Q3 2025
Added 24.58%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
30,818
shares
|
$9.88 Million
0.16% of portfolio
|
Q3 2025
Reduced 49.05%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 14, 2026 Q4 2025 |
30,760
shares
|
$9.86 Million
0.8% of portfolio
|
Q4 2025
Reduced 1.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,610
shares
|
$9.81 Million
0.66% of portfolio
|
Q2 2020
Added 8.14%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
30,588
shares
|
$9.8 Million
0.24% of portfolio
|
Q3 2025
Reduced 22.15%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
30,555
shares
|
$9.79 Million
1.19% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
30,465
shares
|
$9.76 Million
0.44% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
Australian Super Pty LTD
|
Nov 12, 2025 Q3 2025 |
30,458
shares
|
$9.76 Million
0.05% of portfolio
|
Q3 2025
Reduced 78.02%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
30,399
shares
|
$9.74 Million
0.36% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Kinsale Capital Group, Inc.
|
Nov 05, 2025 Q3 2025 |
30,106
shares
|
$9.65 Million
1.9% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 13, 2025 Q3 2025 |
30,106
shares
|
$9.65 Million
0.25% of portfolio
|
Q3 2025
Reduced 41.62%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
30,067
shares
|
$9.64 Million
1.06% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Symmetry Investments LP
|
Nov 14, 2025 Q3 2025 |
30,001
shares
|
$9.62 Million
0.87% of portfolio
|
Q3 2025
Added 331.86%
|
|
|
Rovida Advisors Inc.
Newark, NJ |
Nov 12, 2025 Q3 2025 |
30,000
shares
|
$9.62 Million
8.93% of portfolio
|
Q3 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
29,920
shares
|
$9.59 Million
0.34% of portfolio
|
Q3 2025
Added 69.92%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
29,890
shares
|
$9.58 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Violich Capital Management, Inc.
|
Oct 29, 2025 Q3 2025 |
29,800
shares
|
$9.55 Million
1.25% of portfolio
|
Q3 2025
Added 0.68%
|
|