UNH · Company research
UNITEDHEALTH GROUP INCORPORATED (Delaware) (UNH): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Harber Asset Management LLC | 1387921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17317 | 7197464 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NBH Bank | 2148930 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 248 | 103076 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Limestone Investment Advisors LP | 2075597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25400 | 10557002 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cogent Private Wealth, Inc. | 2078392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 560 | 232753 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Cypress Capital, LLC | 1729939 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1225 | 509330 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Heartland Bank & Trust Co | 1866040 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3597 | 1495021 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Maven Securities LTD | 1633046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 199100 | 82822614 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 659421 | 274075150 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CHAPMAN FINANCIAL GROUP, LLC | 2056577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33 | 13716 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Kestra Investment Management, LLC | 1962449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5273 | 2191657 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50836 | 21128800 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Kera Capital Partners, Inc. | 2040353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1179 | 490028 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Advisory Resource Group | 1764968 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 504 | 209478 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Permanens Capital L.P. | 1599637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6297 | 2617222 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CWA Asset Management Group, LLC | 1667134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5006 | 2080753 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| CHELSEA COUNSEL CO | 1276755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 416 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Beacon Financial Advisory LLC | 1800502 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 843 | 350376 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Ledyard National Bank | 1310658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3717 | 1544897 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| WRIGHT INVESTORS SERVICE INC | 108572 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5115 | 2125948 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Washington Trust Bank | 861787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23285 | 9677945 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Berman McAleer LLC | 2094332 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 783 | 325251 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| MASECO LLP | 2074052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66 | 27413 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WRAPMANAGER INC | 1266014 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2565 | 1066229 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| DDD Partners, LLC | 1729673 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44518 | 18503016 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Decker Retirement Planning Inc. | 1975700 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38 | 15850 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| HBW ADVISORY SERVICES LLC | 1790525 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11519 | 4787473 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| NI ACQUISITIONS COMPANY, LLC | 2148757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 411 | 170824 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Prudent Man Advisors, LLC | 1817174 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1928 | 801335 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| TRB Wealth Management, LLC | 2130988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3137 | 1303831 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GTS SECURITIES LLC | 1452765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1405 | 583960 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bell Bank | 1002672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2043 | 849132 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| RIVERBRIDGE PARTNERS LLC | 1112325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107378 | 44629674 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| FIRST NATIONAL BANK OF OMAHA | 36644 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7725 | 3228310 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Winthrop Partners - WNY, LLC | 1734109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1780 | 739821 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1613600 | 670660568 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Prentice Wealth Management LLC | 1864229 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2906 | 1207655 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| DELTA FINANCIAL ADVISORS LLC | 1790295 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3070 | 1276055 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6828 | 2837922 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Cornerstone Advisors, LLC | 1775446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29599 | 12302232 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Texas Capital Bank Wealth Management Services Inc | 1802655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21185 | 8805075 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| GWN SECURITIES INC. | 1265905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7790 | 3237613 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Kings Path Partners LLC | 2030974 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34 | 14131 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| UNIVEST FINANCIAL Corp | 102212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33804 | 14049943 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MidFirst Bank | 2077076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5713 | 2374596 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BARLOW WEALTH PARTNERS, LLC | 1999928 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2448 | 1041869 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| AFFINITY INVESTMENT ADVISORS, LLC | 1520601 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 955 | 396927 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Congress Park Capital LLC | 1730945 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4131 | 1717113 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| K.J. Harrison & Partners Inc | 1418359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 644 | 267666 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Cardinal Point Capital Management ULC | 1950841 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5473 | 2274863 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Legend Capital Advisors LLC | 2111719 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2676 | 1112438 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24849 | 10327798 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DekaBank Deutsche Girozentrale | 1456228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 621286 | 167499 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Bank of New Hampshire | 1870761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 240 | 99751 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| INGALLS & SNYDER LLC | 1041885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2945 | 1224 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Third View Private Wealth, LLC | 2083406 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1288 | 535435 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Caitlin John, LLC | 2010947 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 879 | 365426 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Aureus Asset Management, LLC | 1381296 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 127832 | 53130839 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1948 | 809726 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Private Advisor Group, LLC | 1567755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53409 | 22198163 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Cypress Capital Group | 1341748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3797 | 1578147 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SENTINEL TRUST CO LBA | 1114739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4504 | 1872 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Mawer Investment Management Ltd. | 1538449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129954 | 54012781 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 450 | 187034 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3026 | 1257696 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17164 | 7133873 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Quad-Cities Investment Group, LLC | 1741426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1050 | 436289 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Bleakley Financial Group, LLC | 1936953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49683 | 20649649 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Cambridge Financial Group, LLC | 2085256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 496 | 205980 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Wall Street Financial Group, Inc. | 2019337 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1034 | 429771 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | 1836506 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9651 | 4011278 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Rench Wealth Management, Inc. | 1599016 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11902 | 4946862 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STANCE CAPITAL LLC | 2056334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4207 | 1748555 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1629649 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29117 | 12101899 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| 111 Capital | 2060412 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3114 | 1294272 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| AVISO WEALTH MANAGEMENT | 2011802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3209 | 1333886 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Blom & Howell Financial Planning, Inc. | 2136102 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 549 | 228181 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88255 | 36681336 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Wealth Intelligence, LLC | 2112078 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2896 | 1203664 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 1907327 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 860 | 357302 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| PFW Advisors LLC | 1989744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2580 | 1072325 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.