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 3,900 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 $219 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
26,184
shares
|
$7.29 Million
1.16% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
26,163
shares
|
$7.29 Million
0.47% of portfolio
|
Q1 2025
Reduced 55.41%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
26,146
shares
|
$7.28 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
26,021
shares
|
$7.25 Million
0.31% of portfolio
|
Q1 2025
Reduced 42.88%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
May 14, 2025 Q1 2025 |
25,952
shares
|
$7.23 Million
2.56% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
25,925
shares
|
$7.22 Million
0.1% of portfolio
|
Q2 2025
Added 26.01%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
25,840
shares
|
$7.2 Million
5.22% of portfolio
|
Q2 2023
Added 1.17%
|
|
|
Cmh Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
25,839
shares
|
$7.2 Million
2.06% of portfolio
|
Q2 2025
Added 86.54%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
25,704
shares
|
$7.16 Million
0.33% of portfolio
|
Q1 2025
Added 20.49%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
25,698
shares
|
$7.16 Million
2.61% of portfolio
|
Q4 2023
Reduced 0.58%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
25,620
shares
|
$7.14 Million
0.55% of portfolio
|
Q2 2025
Reduced 40.1%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
25,488
shares
|
$7.1 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
25,391
shares
|
$7.07 Million
1.22% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
25,325
shares
|
$7.06 Million
1.14% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
25,306
shares
|
$7.05 Million
2.23% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
25,292
shares
|
$7.05 Million
0.64% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
25,258
shares
|
$7.04 Million
1.06% of portfolio
|
Q3 2023
Reduced 2.23%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
25,249
shares
|
$7.03 Million
1.44% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
25,249
shares
|
$7.03 Million
0.37% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Fulcrum Capital LLC
|
Jul 24, 2025 Q2 2025 |
25,219
shares
|
$7.03 Million
1.72% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
25,193
shares
|
$7.02 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
25,088
shares
|
$6.99 Million
0.14% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
25,027
shares
|
$6.97 Million
0.38% of portfolio
|
Q1 2025
Reduced 37.61%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jul 22, 2025 Q2 2025 |
25,000
shares
|
$6.96 Million
1.46% of portfolio
|
Q2 2025
Added 78.57%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
24,898
shares
|
$6.94 Million
0.61% of portfolio
|
Q2 2025
Added 3.41%
|