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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
25,724
shares
|
$8.25 Million
0.09% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
25,698
shares
|
$8.24 Million
2.61% of portfolio
|
Q4 2023
Reduced 0.58%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
25,667
shares
|
$8.23 Million
0.15% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Venator Management LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
25,560
shares
|
$8.19 Million
2.09% of portfolio
|
Q3 2025
Added 301.26%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
25,533
shares
|
$8.18 Million
0.43% of portfolio
|
Q3 2025
Added 17.74%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
25,470
shares
|
$8.16 Million
0.73% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Fulcrum Capital LLC
|
Jan 15, 2026 Q4 2025 |
25,427
shares
|
$8.15 Million
1.73% of portfolio
|
Q4 2025
Added 1.39%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
25,391
shares
|
$8.14 Million
1.22% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
25,384
shares
|
$8.14 Million
0.09% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Oct 23, 2025 Q3 2025 |
25,358
shares
|
$8.13 Million
2.11% of portfolio
|
Q3 2025
Reduced 11.34%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
25,258
shares
|
$8.1 Million
1.06% of portfolio
|
Q3 2023
Reduced 2.23%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
Nov 14, 2025 Q3 2025 |
25,246
shares
|
$8.09 Million
2.77% of portfolio
|
Q3 2025
Reduced 14.13%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
25,212
shares
|
$8.08 Million
0.28% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
25,201
shares
|
$8.08 Million
0.21% of portfolio
|
Q3 2025
Added 170.54%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
25,187
shares
|
$8.07 Million
0.78% of portfolio
|
Q3 2025
Added 33.0%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
25,088
shares
|
$8.04 Million
0.14% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Hardman Johnston Global Advisors LLC
|
Oct 27, 2025 Q3 2025 |
25,082
shares
|
$8.04 Million
0.44% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Oct 24, 2025 Q3 2025 |
25,062
shares
|
$8.03 Million
0.26% of portfolio
|
Q3 2025
Reduced 33.07%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Nov 07, 2025 Q3 2025 |
25,041
shares
|
$8.03 Million
0.18% of portfolio
|
Q3 2023
Added 350.49%
|
|
|
Casdin Capital, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
25,000
shares
|
$8.01 Million
1.18% of portfolio
|
Q3 2025
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
24,984
shares
|
$8.01 Million
0.4% of portfolio
|
Q4 2025
Added 2.73%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2026 Q4 2025 |
24,949
shares
|
$8 Million
1.13% of portfolio
|
Q4 2025
Added 1738.54%
|
|
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
Nov 13, 2025 Q3 2025 |
24,870
shares
|
$7.97 Million
1.24% of portfolio
|
Q1 2025
Added 55.04%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
24,809
shares
|
$7.95 Million
1.19% of portfolio
|
Q2 2023
Reduced 1.1%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
24,809
shares
|
$7.95 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.26%
|
|