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 3,805 institutions that hold shares in the stock, with a total of 739 Million shares, which have been reported (via 13F filing form) to have a value of $237 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
249
shares
|
$79,809
0.06% of portfolio
|
Q3 2025
Added 441.3%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
244
shares
|
$78,206
0.02% of portfolio
|
Q3 2025
Added 13.49%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
243
shares
|
$77,886
0.03% of portfolio
|
Q3 2025
Added 28.57%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
242
shares
|
$77,565
0.05% of portfolio
|
Q3 2025
Reduced 56.16%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
242
shares
|
$77,565
0.01% of portfolio
|
Q3 2025
Reduced 71.96%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
241
shares
|
$77,245
0.24% of portfolio
|
Q2 2025
Added 26.18%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
240
shares
|
$76,924
0.02% of portfolio
|
Q3 2025
Reduced 17.24%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
240
shares
|
$76,924
0.06% of portfolio
|
Q3 2025
Added 189.16%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
240
shares
|
$76,924
0.08% of portfolio
|
Q2 2025
Reduced 32.39%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
237
shares
|
$75,963
0.01% of portfolio
|
Q2 2024
Reduced 20.2%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
232
shares
|
$74,360
0.04% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Nov 03, 2025 Q3 2025 |
230
shares
|
$73,719
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
228
shares
|
$73,078
0.02% of portfolio
|
Q3 2025
Reduced 16.79%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
227
shares
|
$72,758
0.01% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
226
shares
|
$72,437
0.01% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Maj Invest Holding A
|
Nov 03, 2025 Q3 2025 |
222
shares
|
$71,155
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
222
shares
|
$71,155
0.02% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
219
shares
|
$70,193
0.02% of portfolio
|
Q3 2025
Reduced 37.78%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
215
shares
|
$68,911
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
213
shares
|
$68,270
0.02% of portfolio
|
Q3 2025
Reduced 85.93%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
210
shares
|
$67,309
0.03% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
210
shares
|
$67,309
0.03% of portfolio
|
Q3 2025
Added 68.0%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
210
shares
|
$67,309
0.02% of portfolio
|
Q4 2024
Added 2148.57%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
209
shares
|
$66,988
0.01% of portfolio
|
Q3 2025
Reduced 62.14%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
203
shares
|
$65,065
1.32% of portfolio
|
Q3 2025
Added 1461.54%
|
|