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 3,769 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
104,795
shares
|
$36.5 Million
2.94% of portfolio
|
Q3 2022
Reduced 20.23%
|
|
|
Blue Whale Capital LLP
London, X0 |
Aug 12, 2025 Q2 2025 |
104,362
shares
|
$36.3 Million
2.65% of portfolio
|
Q2 2025
Added 35.27%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
104,099
shares
|
$36.2 Million
0.17% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
104,026
shares
|
$36.2 Million
4.38% of portfolio
|
Q3 2022
Reduced 5.28%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
103,305
shares
|
$35.9 Million
0.67% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jul 30, 2025 Q2 2025 |
102,597
shares
|
$35.7 Million
8.44% of portfolio
|
Q2 2025
New holding
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Aug 06, 2025 Q2 2025 |
101,500
shares
|
$35.3 Million
0.46% of portfolio
|
Q2 2025
Added 124.56%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
100,498
shares
|
$35 Million
0.36% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
100,140
shares
|
$34.8 Million
0.13% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
100,032
shares
|
$34.8 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
100,000
shares
|
$34.8 Million
0.66% of portfolio
|
Q2 2025
Added 40.65%
|
|
|
Camber Capital Management LP
Boston, MA |
Aug 14, 2025 Q2 2025 |
100,000
shares
|
$34.8 Million
3.07% of portfolio
|
Q2 2025
New holding
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
99,962
shares
|
$34.8 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
99,543
shares
|
$34.6 Million
0.83% of portfolio
|
Q2 2025
Added 16191.82%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
99,474
shares
|
$34.6 Million
0.02% of portfolio
|
Q2 2025
Added 13.09%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
98,635
shares
|
$34.3 Million
0.21% of portfolio
|
Q3 2022
Reduced 1.95%
|
|
|
Clough Capital Partners L P
Boston, MA |
Aug 14, 2025 Q2 2025 |
96,791
shares
|
$33.7 Million
3.0% of portfolio
|
Q2 2025
Added 259.9%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
96,632
shares
|
$33.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 46.43%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
96,021
shares
|
$33.4 Million
1.84% of portfolio
|
Q2 2025
Reduced 66.44%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
95,889
shares
|
$33.4 Million
0.1% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
94,590
shares
|
$32.9 Million
0.18% of portfolio
|
Q2 2025
Reduced 23.91%
|
|
|
Empyrean Capital Partners, LP
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
94,000
shares
|
$32.7 Million
1.14% of portfolio
|
Q2 2025
Reduced 21.67%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
93,059
shares
|
$32.4 Million
0.62% of portfolio
|
Q2 2025
Added 47.0%
|
|
|
Polar Capital Holdings PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
92,842
shares
|
$32.3 Million
0.17% of portfolio
|
Q2 2025
Reduced 28.16%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
91,289
shares
|
$31.8 Million
0.52% of portfolio
|
Q2 2025
Added 0.04%
|