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 |
|---|---|---|---|---|---|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
15,644
shares
|
$5.01 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
15,601
shares
|
$5 Million
0.39% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Chronos Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
15,600
shares
|
$5 Million
2.69% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
15,595
shares
|
$5 Million
1.49% of portfolio
|
Q4 2022
Reduced 2.57%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
15,590
shares
|
$5 Million
0.25% of portfolio
|
Q3 2025
Added 11.4%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
15,575
shares
|
$4.99 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
15,494
shares
|
$4.97 Million
0.49% of portfolio
|
Q3 2022
Added 3.39%
|
|
|
Game Creek Capital, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
15,375
shares
|
$4.93 Million
2.0% of portfolio
|
Q3 2025
Added 106.38%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2025 Q3 2025 |
15,336
shares
|
$4.92 Million
1.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aimz Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
15,316
shares
|
$4.91 Million
1.68% of portfolio
|
Q3 2025
Added 89.81%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
15,273
shares
|
$4.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.29%
|
|
|
Pavadi Capital LLC
New York, NY |
Feb 14, 2024 Q4 2023 |
15,271
shares
|
$4.89 Million
10.47% of portfolio
|
Q4 2023
Added 98.04%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
15,171
shares
|
$4.86 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
15,152
shares
|
$4.86 Million
0.15% of portfolio
|
Q3 2025
Added 18.92%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
15,141
shares
|
$4.85 Million
1.31% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
15,108
shares
|
$4.84 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
15,105
shares
|
$4.84 Million
1.89% of portfolio
|
Q3 2025
Reduced 10.65%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
15,102
shares
|
$4.84 Million
0.33% of portfolio
|
Q3 2025
Reduced 54.81%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
15,061
shares
|
$4.83 Million
0.62% of portfolio
|
Q3 2025
Added 85.5%
|
|
|
Resolute Capital Asset Partners LLC
Denver, CO |
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$4.81 Million
3.15% of portfolio
|
Q3 2025
New holding
|
|
|
Union Square Park Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$4.81 Million
1.99% of portfolio
|
Q3 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
15,000
shares
|
$4.81 Million
0.21% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
14,995
shares
|
$4.81 Million
0.18% of portfolio
|
Q4 2025
Reduced 0.3%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
14,970
shares
|
$4.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Nov 12, 2025 Q3 2025 |
14,951
shares
|
$4.79 Million
2.53% of portfolio
|
Q3 2025
Added 1.67%
|
|