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 3,935 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 |
|---|---|---|---|---|---|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
25,027
shares
|
$7.14 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
|
$7.13 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
|
$7.1 Million
0.61% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
May 14, 2025 Q1 2025 |
24,870
shares
|
$7.09 Million
2.95% of portfolio
|
Q1 2025
Added 55.04%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
24,818
shares
|
$7.08 Million
0.23% of portfolio
|
Q1 2025
Reduced 20.91%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
24,809
shares
|
$7.07 Million
1.19% of portfolio
|
Q2 2023
Reduced 1.1%
|
|
|
North Point Portfolio Managers Corp
|
Apr 22, 2025 Q1 2025 |
24,781
shares
|
$7.07 Million
2.44% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
24,776
shares
|
$7.06 Million
1.43% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
24,768
shares
|
$7.06 Million
2.34% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
24,645
shares
|
$7.03 Million
5.24% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
24,493
shares
|
$6.98 Million
1.19% of portfolio
|
Q1 2025
Reduced 32.27%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
May 14, 2025 Q1 2025 |
24,477
shares
|
$6.98 Million
7.28% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
24,459
shares
|
$6.97 Million
0.14% of portfolio
|
Q2 2025
Added 19.54%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
24,387
shares
|
$6.95 Million
2.39% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Sienna Gestion
Paris, I0 |
May 13, 2025 Q1 2025 |
24,365
shares
|
$6.95 Million
1.03% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
24,338
shares
|
$6.94 Million
2.43% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
24,338
shares
|
$6.94 Million
2.71% of portfolio
|
Q2 2023
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
24,257
shares
|
$6.92 Million
0.08% of portfolio
|
Q1 2025
Added 143.89%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
24,143
shares
|
$6.88 Million
7.13% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
24,119
shares
|
$6.88 Million
1.77% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
24,109
shares
|
$6.87 Million
0.43% of portfolio
|
Q2 2025
Added 50.56%
|
|
|
Fulcrum Capital LLC
|
Apr 08, 2025 Q1 2025 |
24,013
shares
|
$6.85 Million
2.88% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
23,893
shares
|
$6.81 Million
0.92% of portfolio
|
Q2 2022
Added 16.78%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
23,755
shares
|
$6.77 Million
1.29% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
23,708
shares
|
$6.76 Million
0.47% of portfolio
|
Q1 2025
Reduced 32.45%
|