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 |
|---|---|---|---|---|---|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
23,475
shares
|
$6.54 Million
0.92% of portfolio
|
Q2 2025
Added 20.58%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
23,288
shares
|
$6.49 Million
1.26% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
23,190
shares
|
$6.46 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
23,188
shares
|
$6.46 Million
2.88% of portfolio
|
Q1 2023
Reduced 6.38%
|
|
|
Ally Financial Inc.
Detroit, MI |
May 14, 2025 Q1 2025 |
23,000
shares
|
$6.41 Million
1.37% of portfolio
|
Q1 2025
Added 43.75%
|
|
|
Robeco Schweiz Ag
|
Apr 30, 2025 Q1 2025 |
22,971
shares
|
$6.4 Million
0.33% of portfolio
|
Q4 2023
Reduced 26.27%
|
|
|
Miramar Capital, LLC
|
May 13, 2025 Q1 2025 |
22,915
shares
|
$6.38 Million
2.93% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
22,911
shares
|
$6.38 Million
0.69% of portfolio
|
Q4 2024
Added 20.82%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
22,839
shares
|
$6.36 Million
0.8% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
22,830
shares
|
$6.36 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
22,816
shares
|
$6.36 Million
0.4% of portfolio
|
Q2 2025
Added 28.95%
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
22,780
shares
|
$6.35 Million
1.03% of portfolio
|
Q1 2025
Reduced 19.73%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
22,736
shares
|
$6.33 Million
0.56% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
22,686
shares
|
$6.32 Million
0.57% of portfolio
|
Q1 2025
Added 3433.64%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
22,542
shares
|
$6.28 Million
0.37% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
22,517
shares
|
$6.27 Million
1.35% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
22,495
shares
|
$6.27 Million
0.49% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
22,410
shares
|
$6.24 Million
3.84% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
22,399
shares
|
$6.24 Million
0.21% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Broderick Brian C
|
Jul 23, 2025 Q2 2025 |
22,371
shares
|
$6.23 Million
1.51% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
22,068
shares
|
$6.15 Million
2.17% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
21,823
shares
|
$6.08 Million
1.03% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Torray LLC
|
May 08, 2025 Q1 2025 |
21,798
shares
|
$6.07 Million
1.78% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jul 24, 2025 Q2 2025 |
21,778
shares
|
$6.07 Million
1.45% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
21,663
shares
|
$6.03 Million
0.18% of portfolio
|
Q1 2025
Reduced 52.21%
|