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 3,799 institutions that hold shares in the stock, with a total of 738 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 |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
64,752
shares
|
$20.8 Million
0.64% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
64,603
shares
|
$20.7 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
64,374
shares
|
$20.6 Million
0.23% of portfolio
|
Q3 2025
Added 170.9%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
64,213
shares
|
$20.6 Million
0.36% of portfolio
|
Q3 2025
Added 108.4%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
64,146
shares
|
$20.6 Million
0.2% of portfolio
|
Q3 2025
Reduced 24.48%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
63,967
shares
|
$20.5 Million
3.52% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
63,909
shares
|
$20.5 Million
0.5% of portfolio
|
Q3 2025
Reduced 14.19%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Oct 16, 2025 Q3 2025 |
63,854
shares
|
$20.5 Million
0.57% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Tpi Fund Managers LTD
|
Aug 08, 2022 Q2 2022 |
63,406
shares
|
$20.3 Million
5.46% of portfolio
|
Q2 2022
Reduced 15.34%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
62,932
shares
|
$20.2 Million
0.2% of portfolio
|
Q2 2023
Reduced 43.04%
|
|
|
Eversept Partners, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
62,820
shares
|
$20.1 Million
1.68% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
Nov 13, 2025 Q3 2025 |
62,530
shares
|
$20 Million
2.53% of portfolio
|
Q3 2025
Added 105.49%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
62,442
shares
|
$20 Million
0.29% of portfolio
|
Q3 2025
Reduced 11.49%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
62,252
shares
|
$20 Million
1.85% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Community Trust & Investment CO
|
Jan 09, 2026 Q4 2025 |
62,094
shares
|
$19.9 Million
1.09% of portfolio
|
Q4 2025
Reduced 0.91%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
61,930
shares
|
$19.8 Million
0.61% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2025 Q3 2025 |
61,295
shares
|
$19.6 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
61,079
shares
|
$19.6 Million
0.5% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
60,979
shares
|
$19.5 Million
1.83% of portfolio
|
Q3 2025
Reduced 22.73%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
60,895
shares
|
$19.5 Million
0.92% of portfolio
|
Q3 2022
Reduced 3.56%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
60,118
shares
|
$19.3 Million
1.61% of portfolio
|
Q3 2025
Added 19.5%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
60,118
shares
|
$19.3 Million
0.47% of portfolio
|
Q2 2023
Added 5.68%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
59,705
shares
|
$19.1 Million
0.24% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
59,521
shares
|
$19.1 Million
0.25% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 12, 2025 Q3 2025 |
59,317
shares
|
$19 Million
0.4% of portfolio
|
Q3 2025
Added 3.88%
|
|