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 |
|---|---|---|---|---|---|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
7,337
shares
|
$2.35 Million
1.38% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
7,327
shares
|
$2.35 Million
0.99% of portfolio
|
Q1 2025
New holding
|
|
|
Kempner Capital Management Inc.
|
Jan 12, 2026 Q4 2025 |
7,305
shares
|
$2.34 Million
2.42% of portfolio
|
Q4 2025
Reduced 9.03%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 13, 2025 Q3 2025 |
7,302
shares
|
$2.34 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
7,297
shares
|
$2.34 Million
0.31% of portfolio
|
Q3 2025
Reduced 37.85%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
7,294
shares
|
$2.34 Million
0.59% of portfolio
|
Q3 2025
Reduced 44.55%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
7,280
shares
|
$2.33 Million
0.11% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
7,277
shares
|
$2.33 Million
1.23% of portfolio
|
Q3 2025
Added 66.52%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
7,276
shares
|
$2.33 Million
0.12% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
7,273
shares
|
$2.33 Million
1.19% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
7,260
shares
|
$2.33 Million
0.15% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
7,209
shares
|
$2.31 Million
0.08% of portfolio
|
Q3 2025
Reduced 64.67%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
7,203
shares
|
$2.31 Million
0.02% of portfolio
|
Q3 2025
Reduced 94.98%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Oct 29, 2025 Q3 2025 |
7,192
shares
|
$2.31 Million
1.9% of portfolio
|
Q3 2025
Added 103.57%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
7,185
shares
|
$2.3 Million
1.02% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
7,183
shares
|
$2.3 Million
0.04% of portfolio
|
Q4 2025
Reduced 12.1%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Nov 10, 2025 Q3 2025 |
7,167
shares
|
$2.3 Million
1.3% of portfolio
|
Q3 2025
Added 31.31%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
7,163
shares
|
$2.3 Million
0.85% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 10, 2025 Q3 2025 |
7,158
shares
|
$2.29 Million
0.33% of portfolio
|
Q3 2025
Added 21.61%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
7,150
shares
|
$2.29 Million
1.7% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
7,142
shares
|
$2.29 Million
0.31% of portfolio
|
Q3 2022
Added 1.98%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,142
shares
|
$2.29 Million
0.48% of portfolio
|
Q1 2024
New holding
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Nov 14, 2025 Q3 2025 |
7,134
shares
|
$2.29 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Fosun International LTD
|
Nov 14, 2025 Q3 2025 |
7,131
shares
|
$2.29 Million
3.57% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
7,123
shares
|
$2.28 Million
3.7% of portfolio
|
Q4 2024
New holding
|
|