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 |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
12,110
shares
|
$3.88 Million
0.28% of portfolio
|
Q3 2025
Reduced 14.67%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
12,106
shares
|
$3.88 Million
0.7% of portfolio
|
Q3 2023
Reduced 23.78%
|
|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
Nov 10, 2025 Q3 2025 |
12,063
shares
|
$3.87 Million
2.86% of portfolio
|
Q3 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
12,053
shares
|
$3.86 Million
0.14% of portfolio
|
Q3 2025
Added 52.92%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
12,043
shares
|
$3.86 Million
1.05% of portfolio
|
Q3 2025
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,039
shares
|
$3.86 Million
0.03% of portfolio
|
Q3 2025
Reduced 16.43%
|
|
|
Sivik Global Healthcare LLC
Greenwich, CT |
Oct 22, 2025 Q3 2025 |
12,000
shares
|
$3.85 Million
1.21% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
11,986
shares
|
$3.84 Million
0.59% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
11,928
shares
|
$3.82 Million
0.02% of portfolio
|
Q3 2025
Reduced 53.8%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
11,915
shares
|
$3.82 Million
0.17% of portfolio
|
Q3 2025
Added 104.76%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
11,915
shares
|
$3.82 Million
2.86% of portfolio
|
Q4 2022
Added 0.89%
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
11,904
shares
|
$3.82 Million
1.2% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
11,883
shares
|
$3.81 Million
1.41% of portfolio
|
Q1 2024
Reduced 2.64%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
11,764
shares
|
$3.77 Million
0.17% of portfolio
|
Q3 2025
Added 31.02%
|
|
|
Pacific Capital Partners LTD
London, |
Jan 15, 2026 Q4 2025 |
11,750
shares
|
$3.77 Million
4.47% of portfolio
|
Q4 2025
Added 36.23%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
11,733
shares
|
$3.76 Million
0.1% of portfolio
|
Q3 2025
Reduced 13.04%
|
|
|
Mizuho Markets Cayman LP
|
Nov 19, 2025 Q3 2025 |
11,729
shares
|
$3.76 Million
0.34% of portfolio
|
Q3 2025
Reduced 78.88%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Nov 13, 2025 Q3 2025 |
11,682
shares
|
$3.74 Million
1.84% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
11,660
shares
|
$3.74 Million
1.9% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,621
shares
|
$3.72 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.24%
|
|
|
Empire Life Investments Inc.
|
Nov 12, 2025 Q3 2025 |
11,582
shares
|
$3.71 Million
0.24% of portfolio
|
Q3 2025
Added 43.01%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
11,556
shares
|
$3.7 Million
2.24% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 14, 2025 Q3 2025 |
11,524
shares
|
$3.69 Million
0.4% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
11,506
shares
|
$3.69 Million
0.06% of portfolio
|
Q4 2025
Reduced 1.34%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
11,486
shares
|
$3.68 Million
0.44% of portfolio
|
Q3 2025
Added 10.87%
|
|