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 |
|---|---|---|---|---|---|
|
Nj State Employees Deferred Compensation Plan
|
Nov 07, 2025 Q3 2025 |
9,500
shares
|
$3.04 Million
0.37% of portfolio
|
Q2 2025
Added 1800.0%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
9,488
shares
|
$3.04 Million
1.45% of portfolio
|
Q3 2025
New holding
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Nov 12, 2025 Q3 2025 |
9,450
shares
|
$3.03 Million
1.57% of portfolio
|
Q3 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
9,447
shares
|
$3.03 Million
0.21% of portfolio
|
Q3 2025
Reduced 50.48%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
9,444
shares
|
$3.03 Million
0.86% of portfolio
|
Q3 2025
Reduced 18.8%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
9,423
shares
|
$3.02 Million
0.35% of portfolio
|
Q3 2025
Reduced 22.72%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
9,416
shares
|
$3.02 Million
4.14% of portfolio
|
Q3 2022
Added 1.1%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
9,410
shares
|
$3.02 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Immersion Capital LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
9,400
shares
|
$3.01 Million
5.63% of portfolio
|
Q3 2025
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
9,361
shares
|
$3 Million
0.4% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
9,356
shares
|
$3 Million
0.22% of portfolio
|
Q3 2025
Reduced 54.07%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
9,348
shares
|
$3 Million
0.58% of portfolio
|
Q3 2025
Added 1322.83%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,344
shares
|
$2.99 Million
0.32% of portfolio
|
Q4 2022
Added 16.48%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Oct 28, 2025 Q3 2025 |
9,330
shares
|
$2.99 Million
0.07% of portfolio
|
Q3 2025
Reduced 98.55%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
9,265
shares
|
$2.97 Million
0.15% of portfolio
|
Q3 2025
Added 33.35%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
9,258
shares
|
$2.97 Million
0.19% of portfolio
|
Q3 2025
Reduced 26.84%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
9,247
shares
|
$2.96 Million
0.41% of portfolio
|
Q3 2025
Reduced 18.76%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
9,246
shares
|
$2.96 Million
1.31% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Thematics Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
9,243
shares
|
$2.96 Million
0.15% of portfolio
|
Q3 2025
Reduced 17.33%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
9,231
shares
|
$2.96 Million
1.38% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
9,231
shares
|
$2.96 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
9,216
shares
|
$2.95 Million
0.21% of portfolio
|
Q4 2025
Reduced 15.59%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
9,183
shares
|
$2.94 Million
0.09% of portfolio
|
Q4 2025
Reduced 5.6%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
9,141
shares
|
$2.93 Million
0.09% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Notis Mc Conarty Edward
|
Nov 07, 2025 Q3 2025 |
9,113
shares
|
$2.92 Million
1.47% of portfolio
|
Q3 2025
Added 3.12%
|
|