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 |
|---|---|---|---|---|---|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
10,933
shares
|
$3.5 Million
0.77% of portfolio
|
Q3 2025
Reduced 18.04%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
10,894
shares
|
$3.49 Million
2.12% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 12, 2025 Q3 2025 |
10,856
shares
|
$3.48 Million
0.98% of portfolio
|
Q3 2025
Added 920.3%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Oct 30, 2025 Q3 2025 |
10,849
shares
|
$3.48 Million
1.25% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
10,807
shares
|
$3.46 Million
0.78% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
10,807
shares
|
$3.46 Million
0.44% of portfolio
|
Q4 2025
Reduced 13.72%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 07, 2025 Q3 2025 |
10,781
shares
|
$3.46 Million
0.2% of portfolio
|
Q3 2025
Added 163.98%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
10,769
shares
|
$3.45 Million
0.47% of portfolio
|
Q3 2025
Added 24.9%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
10,752
shares
|
$3.45 Million
0.49% of portfolio
|
Q3 2025
Reduced 32.22%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
10,744
shares
|
$3.44 Million
0.22% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
10,735
shares
|
$3.44 Million
1.51% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
10,722
shares
|
$3.44 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.55%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Oct 20, 2025 Q3 2025 |
10,702
shares
|
$3.43 Million
1.95% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
10,668
shares
|
$3.42 Million
0.58% of portfolio
|
Q3 2025
Added 13.18%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,656
shares
|
$3.42 Million
0.43% of portfolio
|
Q4 2023
Added 1.72%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
10,647
shares
|
$3.41 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
10,611
shares
|
$3.4 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
10,610
shares
|
$3.4 Million
0.13% of portfolio
|
Q3 2025
Reduced 42.01%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
10,596
shares
|
$3.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
10,549
shares
|
$3.38 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
10,540
shares
|
$3.38 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
10,495
shares
|
$3.36 Million
0.65% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Jan 14, 2026 Q4 2025 |
10,465
shares
|
$3.35 Million
0.66% of portfolio
|
Q4 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,462
shares
|
$3.35 Million
0.1% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
10,432
shares
|
$3.34 Million
1.63% of portfolio
|
Q4 2025
Reduced 0.36%
|
|