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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
21,626
shares
|
$6.02 Million
0.28% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
21,575
shares
|
$6.01 Million
0.82% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
21,548
shares
|
$6 Million
0.96% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
May 15, 2025 Q1 2025 |
21,472
shares
|
$5.98 Million
0.41% of portfolio
|
Q1 2025
Added 450.56%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
21,452
shares
|
$5.98 Million
0.85% of portfolio
|
Q1 2025
Reduced 29.12%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
21,308
shares
|
$5.94 Million
0.94% of portfolio
|
Q4 2023
Added 10.19%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
21,119
shares
|
$5.88 Million
1.36% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Moore Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
21,059
shares
|
$5.87 Million
0.27% of portfolio
|
Q1 2025
Reduced 29.8%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
21,037
shares
|
$5.86 Million
2.09% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
21,028
shares
|
$5.86 Million
1.02% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Artemis Investment Management LLP
|
Apr 24, 2025 Q1 2025 |
21,025
shares
|
$5.86 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Dupont Capital Management Corp
|
Apr 21, 2025 Q1 2025 |
20,925
shares
|
$5.83 Million
1.23% of portfolio
|
Q4 2024
Reduced 30.74%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
20,872
shares
|
$5.81 Million
0.9% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
20,768
shares
|
$5.79 Million
1.56% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
|
Longbow Finance Sa
Lutry, V8 |
May 06, 2025 Q1 2025 |
20,704
shares
|
$5.77 Million
1.3% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Bdf Gestion
Paris, I0 |
Jul 11, 2025 Q2 2025 |
20,703
shares
|
$5.77 Million
0.72% of portfolio
|
Q2 2025
Reduced 39.06%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
20,683
shares
|
$5.76 Million
0.2% of portfolio
|
Q2 2025
Added 20.69%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
20,657
shares
|
$5.75 Million
0.41% of portfolio
|
Q1 2025
Added 83.67%
|
|
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
20,488
shares
|
$5.71 Million
3.13% of portfolio
|
Q1 2025
Reduced 48.99%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
20,450
shares
|
$5.7 Million
0.47% of portfolio
|
Q1 2025
Reduced 44.39%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
20,440
shares
|
$5.69 Million
1.15% of portfolio
|
Q2 2025
Added 31.03%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
20,405
shares
|
$5.68 Million
0.22% of portfolio
|
Q2 2025
Added 23.18%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
20,400
shares
|
$5.68 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
20,368
shares
|
$5.67 Million
0.43% of portfolio
|
Q2 2025
Added 9.46%
|
|
|
Kingdon Capital Management, L.L.C.
New York, NY |
May 15, 2025 Q1 2025 |
20,262
shares
|
$5.64 Million
1.21% of portfolio
|
Q1 2025
New holding
|