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 |
|---|---|---|---|---|---|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
21,697
shares
|
$6.95 Million
0.59% of portfolio
|
Q3 2025
Added 21.06%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
21,635
shares
|
$6.93 Million
0.13% of portfolio
|
Q3 2025
Added 19.47%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
21,571
shares
|
$6.91 Million
0.39% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
21,455
shares
|
$6.88 Million
1.75% of portfolio
|
Q3 2025
Reduced 10.4%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
21,308
shares
|
$6.83 Million
0.39% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
21,308
shares
|
$6.83 Million
0.94% of portfolio
|
Q4 2023
Added 10.19%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
21,223
shares
|
$6.8 Million
0.12% of portfolio
|
Q3 2025
Reduced 19.63%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 29, 2025 Q3 2025 |
21,209
shares
|
$6.8 Million
0.1% of portfolio
|
Q3 2025
Added 24.63%
|
|
|
Sather Financial Group Inc
|
Oct 22, 2025 Q3 2025 |
21,075
shares
|
$6.75 Million
0.47% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
20,880
shares
|
$6.69 Million
0.14% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
20,796
shares
|
$6.67 Million
0.08% of portfolio
|
Q3 2025
Added 300.69%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
20,728
shares
|
$6.64 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
20,710
shares
|
$6.64 Million
0.11% of portfolio
|
Q3 2025
Reduced 54.53%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
20,632
shares
|
$6.61 Million
0.7% of portfolio
|
Q3 2025
Reduced 10.76%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
20,544
shares
|
$6.58 Million
0.45% of portfolio
|
Q4 2025
Added 0.91%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
20,500
shares
|
$6.57 Million
0.79% of portfolio
|
Q2 2025
New holding
|
|
|
Value Partners Investments Inc.
|
Jan 07, 2026 Q4 2025 |
20,454
shares
|
$6.56 Million
0.55% of portfolio
|
Q4 2025
Reduced 8.63%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
20,367
shares
|
$6.53 Million
1.58% of portfolio
|
Q3 2025
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
20,163
shares
|
$6.46 Million
0.48% of portfolio
|
Q4 2025
Added 23.94%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
20,153
shares
|
$6.46 Million
0.16% of portfolio
|
Q4 2025
Reduced 8.18%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
20,122
shares
|
$6.45 Million
0.35% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
20,081
shares
|
$6.44 Million
0.51% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
20,002
shares
|
$6.41 Million
1.48% of portfolio
|
Q3 2022
Reduced 13.67%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
Nov 14, 2025 Q3 2025 |
20,000
shares
|
$6.41 Million
0.75% of portfolio
|
Q3 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
19,867
shares
|
$6.37 Million
0.18% of portfolio
|
Q3 2025
Added 15.92%
|
|