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 |
|---|---|---|---|---|---|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
8,758
shares
|
$2.81 Million
0.22% of portfolio
|
Q3 2021
Added 16.29%
|
|
|
Blackstone Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
8,756
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2025
Reduced 74.06%
|
|
|
Elefante Mark B
Boston, MA |
Nov 07, 2025 Q3 2025 |
8,750
shares
|
$2.8 Million
1.93% of portfolio
|
Q3 2025
Added 35.85%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
8,745
shares
|
$2.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
8,723
shares
|
$2.8 Million
0.19% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
8,719
shares
|
$2.79 Million
0.51% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
8,697
shares
|
$2.79 Million
0.21% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
8,689
shares
|
$2.78 Million
0.54% of portfolio
|
Q3 2025
Added 29.8%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
8,660
shares
|
$2.78 Million
0.14% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 13, 2026 Q4 2025 |
8,658
shares
|
$2.78 Million
0.09% of portfolio
|
Q4 2025
Reduced 0.88%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
8,642
shares
|
$2.77 Million
0.15% of portfolio
|
Q3 2025
Reduced 18.54%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
8,574
shares
|
$2.75 Million
0.11% of portfolio
|
Q3 2025
Added 47.73%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 12, 2025 Q3 2025 |
8,552
shares
|
$2.74 Million
1.16% of portfolio
|
Q3 2025
Added 16.29%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,542
shares
|
$2.74 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
8,530
shares
|
$2.73 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
8,506
shares
|
$2.73 Million
0.05% of portfolio
|
Q3 2025
Reduced 27.82%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
8,442
shares
|
$2.71 Million
0.46% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Nov 24, 2025 Q3 2025 |
8,441
shares
|
$2.71 Million
0.81% of portfolio
|
Q3 2025
Reduced 35.46%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
8,427
shares
|
$2.7 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
8,396
shares
|
$2.69 Million
0.22% of portfolio
|
Q4 2025
Added 17.25%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
8,388
shares
|
$2.69 Million
0.25% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
8,369
shares
|
$2.68 Million
0.16% of portfolio
|
Q3 2025
Reduced 10.54%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 20, 2025 Q3 2025 |
8,365
shares
|
$2.68 Million
1.18% of portfolio
|
Q3 2025
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
8,357
shares
|
$2.68 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Signet Investment Advisory Group, Inc.
|
Nov 06, 2025 Q3 2025 |
8,353
shares
|
$2.68 Million
1.39% of portfolio
|
Q3 2025
Added 12.15%
|
|