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 |
|---|---|---|---|---|---|
|
Sectoral Asset Management Inc
Montreal, A8 |
Nov 14, 2025 Q3 2025 |
13,545
shares
|
$4.34 Million
4.5% of portfolio
|
Q3 2025
Reduced 19.11%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
13,542
shares
|
$4.34 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
13,536
shares
|
$4.34 Million
0.96% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
13,508
shares
|
$4.33 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
13,455
shares
|
$4.31 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
13,317
shares
|
$4.27 Million
0.14% of portfolio
|
Q4 2025
Reduced 3.7%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
13,303
shares
|
$4.26 Million
0.02% of portfolio
|
Q3 2025
Reduced 58.01%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
13,282
shares
|
$4.26 Million
0.24% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
13,231
shares
|
$4.24 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
13,224
shares
|
$4.24 Million
0.35% of portfolio
|
Q3 2025
Reduced 94.08%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Nov 12, 2025 Q3 2025 |
13,220
shares
|
$4.24 Million
1.38% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
13,176
shares
|
$4.22 Million
1.09% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
13,167
shares
|
$4.22 Million
0.6% of portfolio
|
Q3 2025
Reduced 48.91%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
13,140
shares
|
$4.21 Million
0.21% of portfolio
|
Q2 2024
Reduced 48.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
13,117
shares
|
$4.2 Million
0.47% of portfolio
|
Q3 2022
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
13,049
shares
|
$4.18 Million
0.57% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
13,033
shares
|
$4.18 Million
0.2% of portfolio
|
Q3 2025
Added 33.52%
|
|
|
Kerrisdale Advisers, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
13,020
shares
|
$4.17 Million
2.79% of portfolio
|
Q3 2025
Reduced 67.03%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
13,011
shares
|
$4.17 Million
0.49% of portfolio
|
Q4 2023
Added 3.02%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
13,006
shares
|
$4.17 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
12,977
shares
|
$4.16 Million
0.12% of portfolio
|
Q3 2025
Reduced 37.26%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
12,875
shares
|
$4.13 Million
0.18% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
12,873
shares
|
$4.13 Million
0.24% of portfolio
|
Q3 2025
Added 89.48%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
12,840
shares
|
$4.12 Million
0.36% of portfolio
|
Q3 2025
Reduced 23.71%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
12,800
shares
|
$4.1 Million
0.89% of portfolio
|
Q3 2025
New holding
|
|