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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
14,171
shares
|
$4.54 Million
0.36% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
14,168
shares
|
$4.54 Million
0.6% of portfolio
|
Q4 2025
Reduced 18.54%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
14,166
shares
|
$4.54 Million
0.17% of portfolio
|
Q4 2025
Reduced 4.88%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Nov 12, 2025 Q3 2025 |
14,152
shares
|
$4.54 Million
0.42% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
14,085
shares
|
$4.51 Million
0.29% of portfolio
|
Q4 2025
Added 6.3%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Oct 27, 2025 Q3 2025 |
14,077
shares
|
$4.51 Million
0.65% of portfolio
|
Q3 2025
Added 38.77%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,071
shares
|
$4.51 Million
0.11% of portfolio
|
Q2 2025
Reduced 56.54%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
14,057
shares
|
$4.51 Million
0.42% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
13,983
shares
|
$4.48 Million
1.05% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
13,964
shares
|
$4.48 Million
0.16% of portfolio
|
Q4 2025
Reduced 90.92%
|
|
|
Kidder Stephen W
|
Nov 07, 2025 Q3 2025 |
13,941
shares
|
$4.47 Million
1.39% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Ocean Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
13,938
shares
|
$4.47 Million
0.98% of portfolio
|
Q3 2025
Reduced 20.87%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
13,938
shares
|
$4.47 Million
1.56% of portfolio
|
Q3 2023
Added 0.44%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
13,916
shares
|
$4.46 Million
0.21% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
13,900
shares
|
$4.46 Million
1.04% of portfolio
|
Q3 2025
New holding
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,890
shares
|
$4.45 Million
0.02% of portfolio
|
Q3 2025
Reduced 53.13%
|
|
|
Health Invest Partners Ab
|
Nov 04, 2025 Q3 2025 |
13,727
shares
|
$4.4 Million
2.05% of portfolio
|
Q2 2025
Reduced 46.76%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
13,660
shares
|
$4.38 Million
0.35% of portfolio
|
Q3 2025
Added 2330.6%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
13,655
shares
|
$4.38 Million
0.26% of portfolio
|
Q4 2025
Reduced 7.89%
|
|
|
Allen Operations LLC
|
Nov 05, 2025 Q3 2025 |
13,633
shares
|
$4.37 Million
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Sky Investment Group LLC
|
Jan 14, 2026 Q4 2025 |
13,599
shares
|
$4.36 Million
0.76% of portfolio
|
Q4 2025
Reduced 4.14%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
13,585
shares
|
$4.35 Million
1.83% of portfolio
|
Q4 2022
Reduced 3.04%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
13,575
shares
|
$4.35 Million
0.24% of portfolio
|
Q3 2025
Added 15.11%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
13,572
shares
|
$4.35 Million
0.57% of portfolio
|
Q3 2025
Reduced 20.1%
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
13,560
shares
|
$4.35 Million
3.16% of portfolio
|
Q3 2025
Reduced 0.87%
|
|