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 3,915 institutions that hold shares in the stock, with a total of 785 Million shares, which have been reported (via 13F filing form) to have a value of $224 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
28,553
shares
|
$8.14 Million
0.4% of portfolio
|
Q1 2024
Added 2.41%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
28,535
shares
|
$8.14 Million
0.11% of portfolio
|
Q1 2025
Added 523.58%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
28,312
shares
|
$8.07 Million
0.23% of portfolio
|
Q1 2025
Reduced 33.76%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
28,198
shares
|
$8.04 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Tom Gayner
Markel Corp
|
May 02, 2025 Q1 2025 |
28,014
shares
|
$7.99 Million
0.14% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
27,934
shares
|
$7.96 Million
0.31% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
27,617
shares
|
$7.87 Million
0.11% of portfolio
|
Q2 2025
Reduced 42.44%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
27,447
shares
|
$7.83 Million
0.31% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
27,344
shares
|
$7.8 Million
0.65% of portfolio
|
Q2 2025
Reduced 15.73%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
27,332
shares
|
$7.79 Million
3.87% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
27,327
shares
|
$7.79 Million
0.97% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
27,252
shares
|
$7.77 Million
0.08% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
27,213
shares
|
$7.76 Million
0.47% of portfolio
|
Q1 2025
Reduced 31.89%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
27,042
shares
|
$7.71 Million
0.59% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
27,042
shares
|
$7.71 Million
0.14% of portfolio
|
Q1 2025
Added 13.1%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
26,986
shares
|
$7.69 Million
1.68% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
26,959
shares
|
$7.69 Million
0.11% of portfolio
|
Q1 2025
Added 23.29%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
26,915
shares
|
$7.67 Million
1.87% of portfolio
|
Q3 2024
New holding
|
|
|
Clough Capital Partners L P
Boston, MA |
May 15, 2025 Q1 2025 |
26,894
shares
|
$7.67 Million
1.86% of portfolio
|
Q1 2025
Added 153.36%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
26,880
shares
|
$7.66 Million
1.76% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Hardman Johnston Global Advisors LLC
|
Jul 21, 2025 Q2 2025 |
26,790
shares
|
$7.64 Million
0.4% of portfolio
|
Q2 2025
Reduced 43.26%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
26,754
shares
|
$7.63 Million
1.03% of portfolio
|
Q1 2025
Reduced 24.96%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
26,524
shares
|
$7.56 Million
0.97% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
26,383
shares
|
$7.52 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
26,354
shares
|
$7.51 Million
0.3% of portfolio
|
Q4 2024
Added 11.08%
|