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 |
|---|---|---|---|---|---|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
23,569
shares
|
$7.55 Million
2.07% of portfolio
|
Q3 2025
Added 28.77%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
23,188
shares
|
$7.43 Million
2.88% of portfolio
|
Q1 2023
Reduced 6.38%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
23,122
shares
|
$7.41 Million
0.5% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
22,911
shares
|
$7.34 Million
0.69% of portfolio
|
Q4 2024
Added 20.82%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
22,694
shares
|
$7.27 Million
0.9% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
22,645
shares
|
$7.26 Million
0.11% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
22,642
shares
|
$7.26 Million
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
22,553
shares
|
$7.23 Million
0.18% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jan 16, 2026 Q4 2025 |
22,518
shares
|
$7.22 Million
2.11% of portfolio
|
Q4 2025
Reduced 2.41%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
22,517
shares
|
$7.22 Million
1.35% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
22,363
shares
|
$7.17 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
22,349
shares
|
$7.16 Million
0.95% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Mc Ginn Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
22,300
shares
|
$7.15 Million
4.51% of portfolio
|
Q3 2025
Added 169.16%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
22,283
shares
|
$7.14 Million
0.2% of portfolio
|
Q3 2025
Added 14.68%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
22,202
shares
|
$7.12 Million
0.27% of portfolio
|
Q3 2025
Reduced 50.78%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
22,154
shares
|
$7.1 Million
0.06% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2025 Q3 2025 |
22,058
shares
|
$7.07 Million
0.97% of portfolio
|
Q3 2025
Added 9.13%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
21,993
shares
|
$7.05 Million
0.22% of portfolio
|
Q3 2025
Reduced 57.3%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
21,985
shares
|
$7.05 Million
0.06% of portfolio
|
Q3 2025
Reduced 24.63%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
21,957
shares
|
$7.04 Million
1.0% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
21,913
shares
|
$7.02 Million
0.29% of portfolio
|
Q3 2025
Added 37.39%
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
21,829
shares
|
$7 Million
1.27% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
21,819
shares
|
$6.99 Million
0.54% of portfolio
|
Q3 2025
Added 10.57%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
21,774
shares
|
$6.98 Million
0.32% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
21,700
shares
|
$6.96 Million
6.32% of portfolio
|
Q3 2025
Added 29.94%
|
|