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 |
|---|---|---|---|---|---|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 15, 2025 Q3 2025 |
29,602
shares
|
$9.49 Million
2.19% of portfolio
|
Q3 2025
Added 35.93%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
29,504
shares
|
$9.46 Million
1.84% of portfolio
|
Q4 2022
Reduced 2.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
29,447
shares
|
$9.44 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Oct 20, 2025 Q3 2025 |
29,360
shares
|
$9.41 Million
0.57% of portfolio
|
Q3 2025
Added 624.76%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
29,329
shares
|
$9.4 Million
0.58% of portfolio
|
Q3 2025
Added 6461.3%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
29,298
shares
|
$9.39 Million
0.2% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
29,007
shares
|
$9.3 Million
0.33% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Guardian Capital LP
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
28,995
shares
|
$9.29 Million
0.35% of portfolio
|
Q3 2025
Added 39.46%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
28,979
shares
|
$9.29 Million
1.42% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
28,865
shares
|
$9.25 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
28,746
shares
|
$9.21 Million
0.37% of portfolio
|
Q4 2025
Reduced 1.34%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
28,726
shares
|
$9.21 Million
0.72% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
28,601
shares
|
$9.17 Million
1.11% of portfolio
|
Q3 2023
Reduced 1.93%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
28,553
shares
|
$9.15 Million
0.4% of portfolio
|
Q1 2024
Added 2.41%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
28,297
shares
|
$9.07 Million
0.1% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
28,132
shares
|
$9.02 Million
0.14% of portfolio
|
Q3 2025
Added 53.07%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
27,805
shares
|
$8.91 Million
0.32% of portfolio
|
Q3 2025
Added 84.26%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
27,793
shares
|
$8.91 Million
0.82% of portfolio
|
Q3 2025
Added 811.25%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
27,769
shares
|
$8.9 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
27,503
shares
|
$8.82 Million
0.13% of portfolio
|
Q3 2025
Reduced 35.93%
|
|
|
Redwood Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
27,500
shares
|
$8.81 Million
1.06% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
27,458
shares
|
$8.8 Million
1.04% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
27,331
shares
|
$8.76 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
27,028
shares
|
$8.66 Million
0.12% of portfolio
|
Q3 2025
Reduced 59.74%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
26,929
shares
|
$8.63 Million
0.15% of portfolio
|
Q4 2025
Reduced 4.89%
|
|