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 |
|---|---|---|---|---|---|
|
Cfc Planning CO LLC
Cicero, IN |
Oct 29, 2025 Q3 2025 |
12,764
shares
|
$4.09 Million
3.62% of portfolio
|
Q3 2025
New holding
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
12,762
shares
|
$4.09 Million
2.85% of portfolio
|
Q4 2024
Added 4457.86%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
12,744
shares
|
$4.08 Million
0.66% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
12,741
shares
|
$4.08 Million
0.79% of portfolio
|
Q4 2025
Reduced 4.0%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
12,713
shares
|
$4.07 Million
0.09% of portfolio
|
Q3 2025
Reduced 23.48%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
12,676
shares
|
$4.06 Million
0.78% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
12,664
shares
|
$4.06 Million
0.22% of portfolio
|
Q4 2023
Added 12.56%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
12,592
shares
|
$4.04 Million
0.16% of portfolio
|
Q3 2025
Reduced 27.21%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Oct 16, 2025 Q3 2025 |
12,590
shares
|
$4.04 Million
3.06% of portfolio
|
Q3 2025
New holding
|
|
|
Dempze Nancy E
|
Nov 07, 2025 Q3 2025 |
12,539
shares
|
$4.02 Million
2.59% of portfolio
|
Q3 2025
Added 43.14%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
12,517
shares
|
$4.01 Million
0.28% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Marathon Asset Management LP
New York, NY |
Nov 17, 2025 Q3 2025 |
12,500
shares
|
$4.01 Million
15.17% of portfolio
|
Q3 2025
Added 400.0%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
12,456
shares
|
$3.99 Million
0.24% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
12,451
shares
|
$3.99 Million
0.19% of portfolio
|
Q4 2025
Reduced 19.0%
|
|
|
Keystone Investors Pte LTD
Singapore, U0 |
Nov 12, 2025 Q3 2025 |
12,450
shares
|
$3.99 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
12,380
shares
|
$3.97 Million
0.29% of portfolio
|
Q3 2025
Added 59.13%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 17, 2025 Q3 2025 |
12,379
shares
|
$3.97 Million
0.1% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 14, 2026 Q4 2025 |
12,292
shares
|
$3.94 Million
0.58% of portfolio
|
Q4 2025
Reduced 4.75%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
12,286
shares
|
$3.94 Million
6.55% of portfolio
|
Q2 2023
Reduced 12.69%
|
|
|
Marshall & Sullivan Inc
|
Oct 15, 2025 Q3 2025 |
12,229
shares
|
$3.92 Million
2.11% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
12,223
shares
|
$3.92 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
12,183
shares
|
$3.9 Million
0.54% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Nov 12, 2025 Q3 2025 |
12,146
shares
|
$3.89 Million
0.87% of portfolio
|
Q3 2025
Added 49.47%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
12,137
shares
|
$3.89 Million
0.45% of portfolio
|
Q4 2025
Added 106.1%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
12,119
shares
|
$3.88 Million
0.33% of portfolio
|
Q3 2025
Added 117.54%
|
|