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 |
|---|---|---|---|---|---|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
16,277
shares
|
$5.22 Million
1.23% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
16,194
shares
|
$5.19 Million
2.06% of portfolio
|
Q3 2025
Added 83.63%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
16,169
shares
|
$5.18 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Bdf Gestion
Paris, I0 |
Jan 09, 2026 Q4 2025 |
16,067
shares
|
$5.15 Million
0.65% of portfolio
|
Q4 2025
Reduced 6.25%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
16,059
shares
|
$5.15 Million
0.64% of portfolio
|
Q3 2025
Added 15.21%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
16,050
shares
|
$5.14 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
16,014
shares
|
$5.13 Million
1.05% of portfolio
|
Q4 2025
Reduced 1.14%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
16,013
shares
|
$5.13 Million
0.83% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
16,007
shares
|
$5.13 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
15,996
shares
|
$5.13 Million
1.33% of portfolio
|
Q1 2024
Added 228.39%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jan 14, 2026 Q4 2025 |
15,989
shares
|
$5.12 Million
0.37% of portfolio
|
Q4 2025
Added 22.07%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
15,966
shares
|
$5.12 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
15,950
shares
|
$5.11 Million
0.21% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
15,921
shares
|
$5.1 Million
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
15,853
shares
|
$5.08 Million
0.24% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
15,827
shares
|
$5.07 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
15,812
shares
|
$5.07 Million
0.3% of portfolio
|
Q3 2025
Reduced 20.39%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
15,786
shares
|
$5.06 Million
1.13% of portfolio
|
Q2 2022
Reduced 1.93%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
15,758
shares
|
$5.05 Million
0.58% of portfolio
|
Q2 2022
Added 7.43%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
15,748
shares
|
$5.05 Million
0.18% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
15,740
shares
|
$5.04 Million
1.03% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
15,738
shares
|
$5.04 Million
0.09% of portfolio
|
Q4 2025
Reduced 40.33%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
15,727
shares
|
$5.04 Million
0.18% of portfolio
|
Q4 2025
Added 9.48%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
15,693
shares
|
$5.03 Million
1.32% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
15,667
shares
|
$5.02 Million
0.07% of portfolio
|
Q3 2025
Added 2528.69%
|
|