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 3,769 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
20,160
shares
|
$7.01 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Robeco Schweiz Ag
|
Aug 07, 2025 Q2 2025 |
20,125
shares
|
$7 Million
0.17% of portfolio
|
Q2 2025
Reduced 12.39%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
20,108
shares
|
$7 Million
0.06% of portfolio
|
Q2 2025
Added 33.0%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
20,105
shares
|
$6.99 Million
0.54% of portfolio
|
Q2 2025
Added 23.42%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
20,054
shares
|
$6.98 Million
0.79% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
20,002
shares
|
$6.96 Million
1.48% of portfolio
|
Q3 2022
Reduced 13.67%
|
|
|
Michael Burry
Scion Asset Management, LLC
|
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$6.96 Million
1.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sona Asset Management (Us) LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$6.96 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
19,956
shares
|
$6.94 Million
0.12% of portfolio
|
Q2 2025
Reduced 86.67%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
19,912
shares
|
$6.93 Million
0.15% of portfolio
|
Q2 2025
Reduced 34.61%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
19,879
shares
|
$6.92 Million
0.09% of portfolio
|
Q2 2025
Reduced 79.74%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
19,863
shares
|
$6.91 Million
0.47% of portfolio
|
Q2 2025
Added 34.13%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
19,849
shares
|
$6.91 Million
0.08% of portfolio
|
Q2 2025
Reduced 29.89%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
19,820
shares
|
$6.9 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
19,812
shares
|
$6.89 Million
0.86% of portfolio
|
Q4 2022
Reduced 1.46%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Aug 01, 2025 Q2 2025 |
19,733
shares
|
$6.86 Million
0.57% of portfolio
|
Q2 2025
Added 41.1%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
19,660
shares
|
$6.84 Million
0.6% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
19,644
shares
|
$6.83 Million
0.13% of portfolio
|
Q2 2025
Added 42.13%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
19,431
shares
|
$6.76 Million
0.19% of portfolio
|
Q2 2025
Added 26.59%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
19,398
shares
|
$6.75 Million
0.66% of portfolio
|
Q2 2025
Reduced 21.54%
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
19,300
shares
|
$6.71 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
19,274
shares
|
$6.71 Million
0.45% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
19,158
shares
|
$6.66 Million
0.47% of portfolio
|
Q2 2025
Added 65.86%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
19,088
shares
|
$6.64 Million
0.65% of portfolio
|
Q2 2025
Added 19.58%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
19,083
shares
|
$6.64 Million
0.05% of portfolio
|
Q4 2024
Reduced 26.35%
|