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 |
|---|---|---|---|---|---|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
11,485
shares
|
$3.68 Million
0.57% of portfolio
|
Q4 2025
Reduced 5.26%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,428
shares
|
$3.66 Million
0.07% of portfolio
|
Q3 2025
Added 26.18%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
11,404
shares
|
$3.66 Million
0.85% of portfolio
|
Q3 2022
Added 18.93%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,274
shares
|
$3.61 Million
0.24% of portfolio
|
Q3 2022
Added 0.59%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
11,264
shares
|
$3.61 Million
0.07% of portfolio
|
Q4 2025
Added 14.89%
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
11,246
shares
|
$3.6 Million
0.99% of portfolio
|
Q4 2025
Reduced 16.32%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
11,239
shares
|
$3.6 Million
0.1% of portfolio
|
Q3 2025
Reduced 17.68%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
11,218
shares
|
$3.6 Million
0.22% of portfolio
|
Q4 2025
Added 7.95%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Jan 09, 2026 Q4 2025 |
11,186
shares
|
$3.59 Million
1.14% of portfolio
|
Q4 2025
Reduced 8.39%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
11,169
shares
|
$3.58 Million
0.22% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
11,166
shares
|
$3.58 Million
1.95% of portfolio
|
Q3 2025
Added 13.97%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
11,166
shares
|
$3.58 Million
0.06% of portfolio
|
Q3 2025
Reduced 27.64%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
11,130
shares
|
$3.57 Million
0.53% of portfolio
|
Q3 2025
Reduced 25.87%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
11,118
shares
|
$3.56 Million
0.2% of portfolio
|
Q2 2025
Reduced 16.29%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
11,090
shares
|
$3.55 Million
0.62% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
11,079
shares
|
$3.55 Million
0.46% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
11,078
shares
|
$3.55 Million
5.65% of portfolio
|
Q3 2022
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
11,042
shares
|
$3.54 Million
0.33% of portfolio
|
Q3 2025
Added 18.18%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
11,036
shares
|
$3.54 Million
0.36% of portfolio
|
Q2 2024
Added 46.99%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
11,013
shares
|
$3.53 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
10,984
shares
|
$3.52 Million
0.34% of portfolio
|
Q4 2025
Added 69.35%
|
|
|
Pinnbrook Capital Management LP
|
Nov 13, 2025 Q3 2025 |
10,974
shares
|
$3.52 Million
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Beecher Investors Inc
|
Nov 10, 2022 Q3 2022 |
10,965
shares
|
$3.51 Million
9.1% of portfolio
|
Q3 2022
Reduced 24.97%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
10,957
shares
|
$3.51 Million
0.07% of portfolio
|
Q4 2025
Added 29.38%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,940
shares
|
$3.51 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.6%
|
|