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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
16,891
shares
|
$5.41 Million
0.14% of portfolio
|
Q3 2025
Reduced 34.33%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
16,865
shares
|
$5.41 Million
0.32% of portfolio
|
Q3 2025
Added 46.11%
|
|
|
Consolidated Investment Group LLC
|
Oct 28, 2025 Q3 2025 |
16,750
shares
|
$5.37 Million
0.71% of portfolio
|
Q2 2025
Added 26.42%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
16,746
shares
|
$5.37 Million
0.56% of portfolio
|
Q3 2025
Added 112.06%
|
|
|
Dc Investments Management, LLC
Mclean, VA |
Nov 10, 2025 Q3 2025 |
16,692
shares
|
$5.35 Million
2.46% of portfolio
|
Q3 2025
New holding
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
16,677
shares
|
$5.35 Million
0.03% of portfolio
|
Q3 2025
Reduced 68.95%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
16,668
shares
|
$5.34 Million
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
16,655
shares
|
$5.34 Million
0.93% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
16,628
shares
|
$5.33 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Nicholas Company, Inc.
|
Nov 12, 2025 Q3 2025 |
16,547
shares
|
$5.3 Million
0.1% of portfolio
|
Q3 2025
Reduced 85.31%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Oct 21, 2025 Q3 2025 |
16,500
shares
|
$5.29 Million
1.08% of portfolio
|
Q3 2025
Reduced 34.0%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,484
shares
|
$5.28 Million
2.18% of portfolio
|
Q2 2022
Reduced 0.21%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
16,477
shares
|
$5.28 Million
0.23% of portfolio
|
Q3 2025
Reduced 28.25%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Nov 13, 2025 Q3 2025 |
16,475
shares
|
$5.28 Million
1.46% of portfolio
|
Q2 2020
Added 5.61%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
16,453
shares
|
$5.27 Million
0.36% of portfolio
|
Q3 2025
Added 19.71%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
16,450
shares
|
$5.27 Million
0.29% of portfolio
|
Q3 2025
Added 37.2%
|
|
|
Bridger Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,450
shares
|
$5.27 Million
3.28% of portfolio
|
Q3 2025
New holding
|
|
|
Bellecapital International Ltd.
|
Oct 17, 2025 Q3 2025 |
16,448
shares
|
$5.27 Million
0.99% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
16,437
shares
|
$5.27 Million
0.07% of portfolio
|
Q3 2025
Added 78.95%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
16,398
shares
|
$5.26 Million
0.17% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
16,376
shares
|
$5.25 Million
0.84% of portfolio
|
Q4 2022
Added 152.33%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
16,358
shares
|
$5.24 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
16,343
shares
|
$5.24 Million
0.42% of portfolio
|
Q3 2025
Reduced 30.93%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
16,326
shares
|
$5.23 Million
0.48% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Stolper CO
|
Jan 12, 2026 Q4 2025 |
16,303
shares
|
$5.23 Million
1.59% of portfolio
|
Q4 2025
Added 2.43%
|
|