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 |
|---|---|---|---|---|---|
|
Davis Rea Ltd.
|
Jul 24, 2025 Q2 2025 |
20,188
shares
|
$5.62 Million
1.62% of portfolio
|
Q2 2025
Reduced 14.27%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
20,177
shares
|
$5.62 Million
0.28% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
20,174
shares
|
$5.62 Million
0.26% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
20,165
shares
|
$5.62 Million
3.38% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
20,160
shares
|
$5.62 Million
2.11% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
20,131
shares
|
$5.61 Million
0.15% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
20,116
shares
|
$5.6 Million
0.61% of portfolio
|
Q1 2025
Added 23.75%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
20,054
shares
|
$5.59 Million
0.79% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
20,014
shares
|
$5.58 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
20,002
shares
|
$5.57 Million
1.48% of portfolio
|
Q3 2022
Reduced 13.67%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
19,976
shares
|
$5.56 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
19,956
shares
|
$5.56 Million
0.12% of portfolio
|
Q2 2025
Reduced 86.67%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
19,812
shares
|
$5.52 Million
0.86% of portfolio
|
Q4 2022
Reduced 1.46%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
19,801
shares
|
$5.52 Million
5.26% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
19,662
shares
|
$5.48 Million
0.34% of portfolio
|
Q1 2025
Added 22.86%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
19,660
shares
|
$5.48 Million
0.6% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
19,436
shares
|
$5.41 Million
0.29% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
19,398
shares
|
$5.4 Million
0.66% of portfolio
|
Q2 2025
Reduced 21.54%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
19,397
shares
|
$5.4 Million
0.48% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
19,299
shares
|
$5.38 Million
1.08% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
19,253
shares
|
$5.36 Million
0.27% of portfolio
|
Q1 2025
Reduced 19.72%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
19,250
shares
|
$5.36 Million
2.14% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
19,242
shares
|
$5.36 Million
1.44% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
May 14, 2025 Q1 2025 |
19,083
shares
|
$5.32 Million
0.08% of portfolio
|
Q4 2024
Reduced 26.35%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
19,077
shares
|
$5.31 Million
0.26% of portfolio
|
Q2 2025
Added 141.54%
|