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 |
|---|---|---|---|---|---|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
7,935
shares
|
$2.54 Million
0.56% of portfolio
|
Q3 2025
Added 20.03%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
7,914
shares
|
$2.54 Million
0.17% of portfolio
|
Q3 2025
Added 21.55%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,910
shares
|
$2.54 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
7,907
shares
|
$2.53 Million
0.26% of portfolio
|
Q3 2025
Reduced 45.43%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
7,901
shares
|
$2.53 Million
0.07% of portfolio
|
Q3 2025
Reduced 27.01%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
7,897
shares
|
$2.53 Million
0.73% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
7,893
shares
|
$2.53 Million
0.82% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
7,886
shares
|
$2.53 Million
1.72% of portfolio
|
Q1 2024
Added 8.71%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
7,847
shares
|
$2.52 Million
0.88% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
7,844
shares
|
$2.51 Million
0.35% of portfolio
|
Q3 2025
Reduced 16.38%
|
|
|
English Capital Management LLC
Bloomfield Hills, MI |
Nov 10, 2025 Q3 2025 |
7,841
shares
|
$2.51 Million
1.75% of portfolio
|
Q2 2025
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
7,834
shares
|
$2.51 Million
0.09% of portfolio
|
Q4 2025
Reduced 0.94%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
7,803
shares
|
$2.5 Million
0.41% of portfolio
|
Q4 2025
Reduced 27.12%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
7,800
shares
|
$2.5 Million
0.11% of portfolio
|
Q4 2025
Reduced 9.69%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
7,762
shares
|
$2.49 Million
0.43% of portfolio
|
Q3 2025
Added 21.3%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
7,755
shares
|
$2.49 Million
0.45% of portfolio
|
Q2 2024
Reduced 36.89%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
7,746
shares
|
$2.48 Million
1.18% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
7,729
shares
|
$2.48 Million
0.22% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
7,665
shares
|
$2.46 Million
1.1% of portfolio
|
Q4 2024
Reduced 18.69%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
7,663
shares
|
$2.46 Million
0.9% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,658
shares
|
$2.45 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
7,641
shares
|
$2.45 Million
1.02% of portfolio
|
Q3 2025
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
7,628
shares
|
$2.44 Million
0.53% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
7,617
shares
|
$2.44 Million
0.45% of portfolio
|
Q3 2025
Added 115.11%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
7,610
shares
|
$2.44 Million
1.87% of portfolio
|
Q3 2025
Added 52.78%
|
|