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 |
|---|---|---|---|---|---|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
89,444
shares
|
$28.7 Million
0.23% of portfolio
|
Q3 2025
Added 42.97%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
89,244
shares
|
$28.6 Million
1.56% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
88,210
shares
|
$28.3 Million
1.68% of portfolio
|
Q1 2024
Added 4.39%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
88,073
shares
|
$28.2 Million
0.5% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
87,829
shares
|
$28.2 Million
0.92% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
87,684
shares
|
$28.1 Million
0.27% of portfolio
|
Q3 2025
Added 67.98%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
87,318
shares
|
$28 Million
3.14% of portfolio
|
Q2 2023
Added 5.68%
|
|
|
Coho Partners, Ltd.
|
Oct 14, 2025 Q3 2025 |
87,285
shares
|
$28 Million
3.98% of portfolio
|
Q3 2025
Reduced 42.94%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
86,928
shares
|
$27.9 Million
0.4% of portfolio
|
Q3 2025
Added 21.15%
|
|
|
Academy Capital Management Inc
Waco, TX |
Dec 12, 2025 Q3 2025 |
86,451
shares
|
$27.7 Million
4.26% of portfolio
|
Q3 2025
Reduced 53.92%
|
|
|
Aegon Asset Management Uk PLC
|
Oct 31, 2025 Q3 2025 |
86,135
shares
|
$27.6 Million
0.36% of portfolio
|
Q3 2025
Added 58.3%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
85,992
shares
|
$27.6 Million
0.79% of portfolio
|
Q3 2025
Added 63.57%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
85,693
shares
|
$27.5 Million
1.08% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
85,293
shares
|
$27.3 Million
1.27% of portfolio
|
Q3 2025
Added 33.93%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 07, 2025 Q3 2025 |
85,197
shares
|
$27.3 Million
1.65% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
84,698
shares
|
$27.1 Million
0.42% of portfolio
|
Q3 2022
Added 235.11%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
82,889
shares
|
$26.6 Million
2.48% of portfolio
|
Q3 2025
Reduced 27.34%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
82,824
shares
|
$26.5 Million
2.7% of portfolio
|
Q3 2025
Added 10.54%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
82,659
shares
|
$26.5 Million
1.48% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
82,543
shares
|
$26.5 Million
0.12% of portfolio
|
Q3 2025
Reduced 17.57%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
82,319
shares
|
$26.4 Million
0.25% of portfolio
|
Q3 2025
Added 1891.75%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
80,846
shares
|
$25.9 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
80,416
shares
|
$25.8 Million
0.79% of portfolio
|
Q3 2025
Added 197.21%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
79,974
shares
|
$25.6 Million
5.53% of portfolio
|
Q3 2022
Added 0.35%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
79,676
shares
|
$25.5 Million
0.82% of portfolio
|
Q3 2025
Added 0.34%
|
|