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 |
|---|---|---|---|---|---|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
19,842
shares
|
$6.36 Million
0.23% of portfolio
|
Q3 2025
Added 131.04%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
19,814
shares
|
$6.35 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
19,812
shares
|
$6.35 Million
0.86% of portfolio
|
Q4 2022
Reduced 1.46%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
19,784
shares
|
$6.34 Million
1.1% of portfolio
|
Q3 2025
Added 202.65%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
19,759
shares
|
$6.33 Million
0.16% of portfolio
|
Q3 2025
Added 85.06%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
19,731
shares
|
$6.32 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Puzo Michael J
|
Nov 07, 2025 Q3 2025 |
19,605
shares
|
$6.28 Million
1.87% of portfolio
|
Q3 2025
Added 17.73%
|
|
|
Broderick Brian C
|
Nov 07, 2025 Q3 2025 |
19,590
shares
|
$6.28 Million
1.39% of portfolio
|
Q3 2025
Reduced 12.43%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
19,488
shares
|
$6.25 Million
0.1% of portfolio
|
Q4 2025
Reduced 2.21%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
19,452
shares
|
$6.23 Million
1.14% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
19,368
shares
|
$6.21 Million
0.04% of portfolio
|
Q3 2025
Reduced 74.71%
|
|
|
Bnp Paribas
New York, NY |
Nov 14, 2025 Q3 2025 |
19,351
shares
|
$6.2 Million
0.21% of portfolio
|
Q3 2025
Added 84.15%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
19,266
shares
|
$6.18 Million
0.55% of portfolio
|
Q3 2025
Added 10.08%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
19,210
shares
|
$6.16 Million
1.25% of portfolio
|
Q3 2025
Added 295.1%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2025 Q3 2025 |
19,210
shares
|
$6.16 Million
0.6% of portfolio
|
Q3 2025
Reduced 80.15%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
19,172
shares
|
$6.15 Million
0.13% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
19,125
shares
|
$6.13 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
19,083
shares
|
$6.12 Million
0.05% of portfolio
|
Q4 2024
Reduced 26.35%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 05, 2025 Q3 2025 |
19,029
shares
|
$6.1 Million
2.24% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Nov 13, 2025 Q3 2025 |
19,029
shares
|
$6.1 Million
1.8% of portfolio
|
Q3 2025
Reduced 32.0%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
19,027
shares
|
$6.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 97.48%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
19,008
shares
|
$6.09 Million
1.15% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
18,877
shares
|
$6.05 Million
0.44% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
18,810
shares
|
$6.03 Million
0.64% of portfolio
|
Q3 2025
Added 47.75%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
18,787
shares
|
$6.02 Million
0.11% of portfolio
|
Q3 2025
Added 13.07%
|
|