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 |
|---|---|---|---|---|---|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
9,973
shares
|
$3.2 Million
0.74% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
9,926
shares
|
$3.18 Million
0.06% of portfolio
|
Q4 2025
Reduced 10.4%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
9,908
shares
|
$3.18 Million
0.21% of portfolio
|
Q3 2025
Added 218.18%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 12, 2025 Q3 2025 |
9,868
shares
|
$3.16 Million
1.28% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
9,847
shares
|
$3.16 Million
0.13% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Chickasaw Capital Management LLC
|
Jan 09, 2026 Q4 2025 |
9,842
shares
|
$3.15 Million
0.13% of portfolio
|
Q4 2025
Added 4.39%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
9,821
shares
|
$3.15 Million
0.11% of portfolio
|
Q3 2025
Reduced 74.94%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 14, 2026 Q4 2025 |
9,813
shares
|
$3.15 Million
1.38% of portfolio
|
Q4 2025
Reduced 1.88%
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
9,788
shares
|
$3.14 Million
1.05% of portfolio
|
Q3 2025
Added 67.03%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
9,738
shares
|
$3.12 Million
0.59% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
9,709
shares
|
$3.11 Million
1.33% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
9,706
shares
|
$3.11 Million
0.72% of portfolio
|
Q4 2025
Reduced 0.77%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
9,697
shares
|
$3.11 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
9,693
shares
|
$3.11 Million
0.04% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
9,693
shares
|
$3.11 Million
0.59% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
9,689
shares
|
$3.11 Million
0.23% of portfolio
|
Q4 2025
Added 13.08%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
9,686
shares
|
$3.1 Million
0.59% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
9,675
shares
|
$3.1 Million
0.39% of portfolio
|
Q2 2025
Added 76.2%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
9,656
shares
|
$3.09 Million
4.6% of portfolio
|
Q3 2022
Reduced 1.22%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
9,646
shares
|
$3.09 Million
0.26% of portfolio
|
Q3 2025
Added 11.64%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
9,603
shares
|
$3.08 Million
0.07% of portfolio
|
Q3 2025
Reduced 74.92%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 14, 2026 Q4 2025 |
9,589
shares
|
$3.07 Million
0.79% of portfolio
|
Q4 2025
Reduced 0.71%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
9,581
shares
|
$3.07 Million
0.04% of portfolio
|
Q3 2025
Added 693.79%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Nov 06, 2025 Q3 2025 |
9,569
shares
|
$3.07 Million
1.56% of portfolio
|
Q2 2025
Added 47.62%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
9,559
shares
|
$3.06 Million
0.29% of portfolio
|
Q3 2025
Added 27.98%
|
|