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 |
|---|---|---|---|---|---|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
17,812
shares
|
$5.71 Million
0.57% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Avidity Partners Management LP
Dallas, TX |
Nov 14, 2025 Q3 2025 |
17,800
shares
|
$5.71 Million
3.17% of portfolio
|
Q3 2025
Reduced 44.38%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
17,796
shares
|
$5.7 Million
0.2% of portfolio
|
Q4 2025
Added 2.27%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
17,728
shares
|
$5.68 Million
0.15% of portfolio
|
Q3 2025
Reduced 16.46%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
17,722
shares
|
$5.68 Million
1.08% of portfolio
|
Q2 2022
Added 468.92%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
17,702
shares
|
$5.67 Million
0.12% of portfolio
|
Q2 2025
Reduced 34.09%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Nov 10, 2025 Q3 2025 |
17,700
shares
|
$5.67 Million
1.11% of portfolio
|
Q3 2025
Added 18.0%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
17,573
shares
|
$5.63 Million
1.04% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
17,485
shares
|
$5.6 Million
0.07% of portfolio
|
Q4 2025
Reduced 1.3%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
17,476
shares
|
$5.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,460
shares
|
$5.6 Million
0.25% of portfolio
|
Q3 2022
Added 224.96%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
17,355
shares
|
$5.56 Million
0.1% of portfolio
|
Q3 2025
Reduced 71.57%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
17,347
shares
|
$5.56 Million
0.1% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
17,271
shares
|
$5.54 Million
0.04% of portfolio
|
Q3 2025
Added 25.47%
|
|
|
Cohen Klingenstein LLC
|
Oct 16, 2025 Q3 2025 |
17,250
shares
|
$5.53 Million
0.19% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 15, 2026 Q4 2025 |
17,197
shares
|
$5.51 Million
0.62% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
17,180
shares
|
$5.51 Million
0.5% of portfolio
|
Q3 2025
Added 1794.16%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
17,178
shares
|
$5.51 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
17,162
shares
|
$5.5 Million
0.13% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
17,116
shares
|
$5.49 Million
0.23% of portfolio
|
Q3 2025
Reduced 15.2%
|
|
|
Hodges Capital Management Inc.
|
Nov 07, 2025 Q3 2025 |
17,062
shares
|
$5.47 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
16,967
shares
|
$5.44 Million
2.24% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 13, 2025 Q3 2025 |
16,966
shares
|
$5.44 Million
1.1% of portfolio
|
Q3 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
16,942
shares
|
$5.43 Million
0.03% of portfolio
|
Q3 2025
Added 2463.09%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
16,923
shares
|
$5.42 Million
2.67% of portfolio
|
Q3 2023
New holding
|
|