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 |
|---|---|---|---|---|---|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,303
shares
|
$1.38 Million
0.4% of portfolio
|
Q3 2025
Added 100.33%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
4,303
shares
|
$1.38 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 07, 2025 Q3 2025 |
4,300
shares
|
$1.38 Million
0.4% of portfolio
|
Q2 2025
Added 43.33%
|
|
|
Courage Capital Management LLC
Nashville, TN |
Nov 12, 2025 Q3 2025 |
4,300
shares
|
$1.38 Million
1.96% of portfolio
|
Q3 2025
Added 30.3%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 16, 2026 Q4 2025 |
4,300
shares
|
$1.38 Million
0.87% of portfolio
|
Q4 2025
New holding
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
4,300
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,290
shares
|
$1.38 Million
1.16% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
4,286
shares
|
$1.37 Million
0.12% of portfolio
|
Q3 2025
Added 20.19%
|
|
|
Sterling Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,285
shares
|
$1.37 Million
0.95% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
4,276
shares
|
$1.37 Million
0.38% of portfolio
|
Q3 2025
Added 40.24%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
4,274
shares
|
$1.37 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 15, 2026 Q4 2025 |
4,270
shares
|
$1.37 Million
0.24% of portfolio
|
Q4 2025
Reduced 9.15%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
4,268
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2025
Added 17.9%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
4,261
shares
|
$1.37 Million
1.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
4,259
shares
|
$1.37 Million
0.18% of portfolio
|
Q3 2023
Added 8.73%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 14, 2025 Q3 2025 |
4,243
shares
|
$1.36 Million
0.63% of portfolio
|
Q3 2025
Added 32.68%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
4,236
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
4,232
shares
|
$1.36 Million
0.21% of portfolio
|
Q4 2025
Reduced 29.08%
|
|
|
Epiq Partners, LLC
|
Jan 07, 2026 Q4 2025 |
4,227
shares
|
$1.35 Million
0.74% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
4,227
shares
|
$1.35 Million
28.16% of portfolio
|
Q4 2023
New holding
|
|
|
Humankind Investments LLC
|
Nov 14, 2025 Q3 2025 |
4,215
shares
|
$1.35 Million
0.34% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Castle Knight Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,200
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2025
Reduced 66.13%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
4,196
shares
|
$1.34 Million
0.07% of portfolio
|
Q3 2025
Added 76.38%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Oct 30, 2025 Q3 2025 |
4,178
shares
|
$1.34 Million
0.47% of portfolio
|
Q3 2025
Reduced 55.92%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
4,163
shares
|
$1.33 Million
0.29% of portfolio
|
Q3 2025
Reduced 9.76%
|
|