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 |
|---|---|---|---|---|---|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,115
shares
|
$2.28 Million
0.15% of portfolio
|
Q2 2024
Reduced 12.39%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
7,112
shares
|
$2.28 Million
2.15% of portfolio
|
Q3 2022
Added 0.45%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
7,092
shares
|
$2.27 Million
0.04% of portfolio
|
Q4 2025
Reduced 21.03%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
7,081
shares
|
$2.27 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
7,057
shares
|
$2.26 Million
0.55% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
7,046
shares
|
$2.26 Million
0.15% of portfolio
|
Q3 2025
Added 16.48%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
7,027
shares
|
$2.25 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
6,995
shares
|
$2.24 Million
2.01% of portfolio
|
Q3 2025
Added 280.16%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
6,981
shares
|
$2.24 Million
2.81% of portfolio
|
Q3 2024
Reduced 93.04%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
6,959
shares
|
$2.23 Million
1.02% of portfolio
|
Q3 2025
Added 10.94%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Nov 06, 2025 Q3 2025 |
6,941
shares
|
$2.22 Million
1.4% of portfolio
|
Q3 2025
Added 34.91%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
6,938
shares
|
$2.22 Million
0.43% of portfolio
|
Q3 2022
Reduced 12.19%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
6,925
shares
|
$2.22 Million
1.15% of portfolio
|
Q3 2025
Added 345.34%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
6,920
shares
|
$2.22 Million
0.22% of portfolio
|
Q3 2025
Added 20.68%
|
|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
6,902
shares
|
$2.21 Million
0.53% of portfolio
|
Q4 2025
New holding
|
|
|
Inkwell Capital LLC
Miami, FL |
Nov 10, 2025 Q3 2025 |
6,897
shares
|
$2.21 Million
2.43% of portfolio
|
Q3 2025
Added 63.86%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
6,878
shares
|
$2.2 Million
1.54% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
6,860
shares
|
$2.2 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
6,843
shares
|
$2.19 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Fifth Lane Capital, LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
6,843
shares
|
$2.19 Million
5.78% of portfolio
|
Q3 2025
Added 356.2%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
6,829
shares
|
$2.19 Million
0.67% of portfolio
|
Q4 2025
Added 4.92%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,802
shares
|
$2.18 Million
0.11% of portfolio
|
Q3 2025
Reduced 28.63%
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
6,802
shares
|
$2.18 Million
0.63% of portfolio
|
Q4 2025
Added 4.42%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
6,796
shares
|
$2.18 Million
0.22% of portfolio
|
Q4 2025
Reduced 30.77%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
6,793
shares
|
$2.18 Million
0.12% of portfolio
|
Q3 2025
Reduced 21.14%
|
|