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 |
|---|---|---|---|---|---|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,923
shares
|
$936,879
0.4% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
2,921
shares
|
$936,238
0.2% of portfolio
|
Q3 2025
Added 41.18%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
2,918
shares
|
$935,277
0.79% of portfolio
|
Q3 2025
Added 32.4%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,913
shares
|
$933,674
1.84% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
2,909
shares
|
$932,392
0.27% of portfolio
|
Q3 2025
Added 12.49%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
2,909
shares
|
$932,392
0.06% of portfolio
|
Q3 2025
Reduced 69.68%
|
|
|
Pettee Investors, Inc.
|
Nov 04, 2025 Q3 2025 |
2,908
shares
|
$932,072
0.57% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
2,907
shares
|
$931,751
0.1% of portfolio
|
Q3 2025
Reduced 8.5%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
2,897
shares
|
$928,546
0.11% of portfolio
|
Q3 2025
Reduced 12.61%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
2,896
shares
|
$928,225
0.01% of portfolio
|
Q3 2025
Reduced 32.56%
|
|
|
Tlwm
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
2,895
shares
|
$927,905
0.17% of portfolio
|
Q4 2025
Added 2.08%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
2,884
shares
|
$924,379
0.27% of portfolio
|
Q3 2025
Added 20.67%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
2,880
shares
|
$923,097
0.25% of portfolio
|
Q3 2025
Added 9.51%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
2,875
shares
|
$921,495
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
2,869
shares
|
$919,571
0.21% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
2,869
shares
|
$919,571
0.39% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
2,868
shares
|
$919,251
0.28% of portfolio
|
Q3 2025
Reduced 15.72%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
2,861
shares
|
$917,007
0.06% of portfolio
|
Q3 2025
Reduced 49.06%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,857
shares
|
$915,725
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 07, 2026 Q4 2025 |
2,855
shares
|
$915,084
0.29% of portfolio
|
Q4 2025
Reduced 22.54%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
2,850
shares
|
$913,482
0.26% of portfolio
|
Q1 2023
Reduced 4.94%
|
|
|
Monte Financial Group, LLC
|
Oct 31, 2025 Q3 2025 |
2,848
shares
|
$912,840
0.36% of portfolio
|
Q3 2025
Reduced 37.68%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
2,847
shares
|
$912,520
0.17% of portfolio
|
Q3 2025
Reduced 22.55%
|
|
|
Independent Investors Inc
|
Jan 15, 2026 Q4 2025 |
2,845
shares
|
$911,879
0.17% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
2,843
shares
|
$911,238
0.59% of portfolio
|
Q3 2025
Added 17.87%
|
|