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 |
|---|---|---|---|---|---|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
26,915
shares
|
$8.63 Million
1.87% of portfolio
|
Q3 2024
New holding
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
26,825
shares
|
$8.6 Million
1.1% of portfolio
|
Q3 2025
Added 9.86%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 13, 2025 Q3 2025 |
26,813
shares
|
$8.59 Million
0.62% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
26,786
shares
|
$8.59 Million
0.07% of portfolio
|
Q4 2025
Added 121.41%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
26,641
shares
|
$8.54 Million
0.11% of portfolio
|
Q3 2025
Reduced 23.99%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2025 Q3 2025 |
26,572
shares
|
$8.52 Million
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Oct 30, 2025 Q3 2025 |
26,570
shares
|
$8.52 Million
0.34% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Lgt Group Foundation
|
Nov 13, 2025 Q3 2025 |
26,566
shares
|
$8.51 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
26,524
shares
|
$8.5 Million
0.97% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Tom Gayner
Markel Corp
|
Oct 31, 2025 Q3 2025 |
26,500
shares
|
$8.49 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
26,485
shares
|
$8.49 Million
0.51% of portfolio
|
Q3 2025
Added 25.07%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
26,438
shares
|
$8.47 Million
0.28% of portfolio
|
Q3 2025
Reduced 19.98%
|
|
|
Mcrae Capital Management Inc
|
Nov 07, 2025 Q3 2025 |
26,374
shares
|
$8.45 Million
1.91% of portfolio
|
Q3 2025
Added 12.59%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
26,328
shares
|
$8.44 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
26,284
shares
|
$8.42 Million
0.03% of portfolio
|
Q3 2025
Reduced 68.75%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
26,250
shares
|
$8.41 Million
1.97% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
26,167
shares
|
$8.39 Million
0.23% of portfolio
|
Q3 2025
Added 25.02%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
26,073
shares
|
$8.36 Million
0.23% of portfolio
|
Q3 2025
Added 83.73%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
25,959
shares
|
$8.32 Million
1.01% of portfolio
|
Q3 2025
Added 10.58%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
25,924
shares
|
$8.31 Million
0.07% of portfolio
|
Q4 2025
Reduced 6.07%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
25,922
shares
|
$8.31 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Nov 04, 2025 Q3 2025 |
25,917
shares
|
$8.31 Million
9.61% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
25,840
shares
|
$8.28 Million
5.22% of portfolio
|
Q2 2023
Added 1.17%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2025 Q3 2025 |
25,840
shares
|
$8.28 Million
2.46% of portfolio
|
Q3 2025
Added 37.13%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
25,808
shares
|
$8.27 Million
0.23% of portfolio
|
Q3 2025
Added 2.36%
|
|