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 |
|---|---|---|---|---|---|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
10,385
shares
|
$3.33 Million
1.92% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
10,356
shares
|
$3.32 Million
0.16% of portfolio
|
Q2 2025
Reduced 17.01%
|
|
|
Lrt Capital Management, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
10,342
shares
|
$3.31 Million
2.37% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
10,326
shares
|
$3.31 Million
0.2% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
10,322
shares
|
$3.31 Million
0.12% of portfolio
|
Q3 2025
Reduced 33.1%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
10,296
shares
|
$3.3 Million
1.43% of portfolio
|
Q3 2022
Reduced 3.71%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
10,292
shares
|
$3.3 Million
1.32% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
10,275
shares
|
$3.29 Million
0.18% of portfolio
|
Q3 2025
Reduced 22.36%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
10,256
shares
|
$3.29 Million
0.17% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,251
shares
|
$3.29 Million
1.11% of portfolio
|
Q3 2025
Added 47.28%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
10,233
shares
|
$3.28 Million
0.09% of portfolio
|
Q3 2025
Reduced 28.86%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
10,217
shares
|
$3.27 Million
0.76% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 13, 2026 Q4 2025 |
10,210
shares
|
$3.27 Million
0.22% of portfolio
|
Q4 2025
Reduced 3.68%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
10,180
shares
|
$3.26 Million
2.53% of portfolio
|
Q4 2022
Added 4.62%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 13, 2025 Q3 2025 |
10,169
shares
|
$3.26 Million
0.8% of portfolio
|
Q3 2025
Added 11.91%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
10,153
shares
|
$3.25 Million
1.03% of portfolio
|
Q3 2025
Added 40.47%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
10,150
shares
|
$3.25 Million
0.11% of portfolio
|
Q3 2025
Reduced 14.67%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
10,113
shares
|
$3.24 Million
0.58% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
10,097
shares
|
$3.24 Million
1.6% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
10,080
shares
|
$3.23 Million
0.11% of portfolio
|
Q4 2025
Reduced 2.5%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
10,052
shares
|
$3.22 Million
0.89% of portfolio
|
Q3 2024
Added 27.76%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
10,009
shares
|
$3.21 Million
0.4% of portfolio
|
Q4 2022
Reduced 7.4%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
9,992
shares
|
$3.2 Million
0.75% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
9,982
shares
|
$3.2 Million
0.66% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
9,976
shares
|
$3.2 Million
0.13% of portfolio
|
Q3 2025
Reduced 13.55%
|
|