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 |
|---|---|---|---|---|---|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
14,947
shares
|
$4.79 Million
1.03% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
14,899
shares
|
$4.78 Million
0.28% of portfolio
|
Q3 2025
Reduced 15.94%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
14,874
shares
|
$4.77 Million
0.46% of portfolio
|
Q3 2025
Reduced 35.88%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
14,839
shares
|
$4.76 Million
1.63% of portfolio
|
Q3 2022
New holding
|
|
|
Lynch Asset Management, Inc.
|
Oct 27, 2025 Q3 2025 |
14,800
shares
|
$4.74 Million
1.64% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
14,780
shares
|
$4.74 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
14,761
shares
|
$4.73 Million
0.51% of portfolio
|
Q3 2025
Reduced 77.94%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
14,709
shares
|
$4.71 Million
0.53% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
14,618
shares
|
$4.69 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
14,572
shares
|
$4.67 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Nov 10, 2025 Q3 2025 |
14,570
shares
|
$4.67 Million
0.78% of portfolio
|
Q3 2025
Added 160.18%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
14,567
shares
|
$4.67 Million
0.64% of portfolio
|
Q3 2025
Added 1197.15%
|
|
|
Element Capital Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
14,532
shares
|
$4.66 Million
7.11% of portfolio
|
Q3 2025
New holding
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2025 Q3 2025 |
14,527
shares
|
$4.66 Million
0.39% of portfolio
|
Q3 2025
Added 32.5%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
14,523
shares
|
$4.65 Million
0.37% of portfolio
|
Q3 2025
Added 1974.71%
|
|
|
Wright Investors Service Inc
|
Oct 28, 2025 Q3 2025 |
14,508
shares
|
$4.65 Million
1.51% of portfolio
|
Q3 2025
Added 14.06%
|
|
|
Saranac Partners LTD
London, |
Dec 05, 2025 Q3 2025 |
14,474
shares
|
$4.64 Million
0.91% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Nov 04, 2025 Q3 2025 |
14,464
shares
|
$4.64 Million
2.74% of portfolio
|
Q3 2025
Added 91.63%
|
|
|
Skylands Capital, LLC
|
Nov 06, 2025 Q3 2025 |
14,430
shares
|
$4.63 Million
0.79% of portfolio
|
Q3 2025
Added 87.04%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
14,391
shares
|
$4.61 Million
0.17% of portfolio
|
Q3 2025
Added 290.11%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
14,373
shares
|
$4.61 Million
0.78% of portfolio
|
Q3 2025
Reduced 33.03%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,345
shares
|
$4.6 Million
0.1% of portfolio
|
Q2 2022
Added 2.28%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
14,338
shares
|
$4.6 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Nov 14, 2025 Q3 2025 |
14,322
shares
|
$4.59 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
14,198
shares
|
$4.55 Million
0.22% of portfolio
|
Q3 2025
Reduced 12.16%
|
|