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 |
|---|---|---|---|---|---|
|
Birch Capital Management, LLC
|
Oct 27, 2025 Q3 2025 |
5,982
shares
|
$1.92 Million
1.08% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
5,964
shares
|
$1.91 Million
0.04% of portfolio
|
Q3 2025
Added 10.08%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
5,961
shares
|
$1.91 Million
0.34% of portfolio
|
Q4 2023
Reduced 8.71%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
5,944
shares
|
$1.91 Million
0.81% of portfolio
|
Q3 2025
Added 114.74%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 03, 2025 Q3 2025 |
5,918
shares
|
$1.9 Million
0.43% of portfolio
|
Q1 2024
Reduced 55.19%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
5,901
shares
|
$1.89 Million
0.24% of portfolio
|
Q3 2025
Added 142.24%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
5,894
shares
|
$1.89 Million
0.57% of portfolio
|
Q3 2025
Added 9.68%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
5,893
shares
|
$1.89 Million
0.68% of portfolio
|
Q3 2023
Added 38.24%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
5,871
shares
|
$1.88 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Sullivan Wood Capital Management LLC
Washington, DC |
Oct 21, 2025 Q3 2025 |
5,871
shares
|
$1.88 Million
2.99% of portfolio
|
Q3 2025
Added 309.41%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
5,851
shares
|
$1.88 Million
0.03% of portfolio
|
Q2 2025
Added 45.34%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
5,847
shares
|
$1.87 Million
0.63% of portfolio
|
Q3 2025
Reduced 16.73%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
5,840
shares
|
$1.87 Million
0.14% of portfolio
|
Q3 2025
Added 36.38%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
5,839
shares
|
$1.87 Million
3.01% of portfolio
|
Q1 2024
Reduced 5.33%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 12, 2025 Q3 2025 |
5,825
shares
|
$1.87 Million
0.65% of portfolio
|
Q3 2025
Added 31.79%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
5,806
shares
|
$1.86 Million
0.84% of portfolio
|
Q3 2025
Added 37.91%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
5,801
shares
|
$1.86 Million
0.06% of portfolio
|
Q3 2025
Added 34.0%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Nov 06, 2025 Q3 2025 |
5,800
shares
|
$1.86 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
5,787
shares
|
$1.85 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
5,777
shares
|
$1.85 Million
0.32% of portfolio
|
Q3 2025
Reduced 15.33%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
5,743
shares
|
$1.84 Million
0.68% of portfolio
|
Q3 2025
Added 11.65%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 03, 2025 Q3 2025 |
5,736
shares
|
$1.84 Million
1.04% of portfolio
|
Q3 2025
Added 79.92%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
5,733
shares
|
$1.84 Million
0.24% of portfolio
|
Q3 2025
Reduced 9.83%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
5,730
shares
|
$1.84 Million
0.07% of portfolio
|
Q3 2025
Reduced 14.99%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
5,728
shares
|
$1.84 Million
0.28% of portfolio
|
Q2 2025
Reduced 27.64%
|
|