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 |
|---|---|---|---|---|---|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
13,939
shares
|
$4.85 Million
0.53% of portfolio
|
Q2 2025
Reduced 17.84%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
13,938
shares
|
$4.85 Million
1.56% of portfolio
|
Q3 2023
Added 0.44%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
13,910
shares
|
$4.84 Million
0.99% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
13,887
shares
|
$4.83 Million
0.12% of portfolio
|
Q2 2025
Reduced 55.97%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
13,785
shares
|
$4.8 Million
0.33% of portfolio
|
Q2 2025
Added 53.99%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
13,765
shares
|
$4.79 Million
0.03% of portfolio
|
Q2 2025
Reduced 95.51%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
13,752
shares
|
$4.78 Million
0.23% of portfolio
|
Q2 2025
Reduced 51.11%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
13,744
shares
|
$4.78 Million
0.3% of portfolio
|
Q2 2025
Added 80.51%
|
|
|
Health Invest Partners Ab
|
Jul 14, 2025 Q2 2025 |
13,727
shares
|
$4.78 Million
1.93% of portfolio
|
Q2 2025
Reduced 46.76%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
13,692
shares
|
$4.76 Million
0.58% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Palouse Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
13,679
shares
|
$4.76 Million
3.02% of portfolio
|
Q2 2025
Added 4892.34%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
13,653
shares
|
$4.75 Million
0.12% of portfolio
|
Q2 2025
Added 95.15%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
13,641
shares
|
$4.75 Million
0.37% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Allen Operations LLC
|
Aug 07, 2025 Q2 2025 |
13,633
shares
|
$4.74 Million
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
13,585
shares
|
$4.73 Million
1.83% of portfolio
|
Q4 2022
Reduced 3.04%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
13,574
shares
|
$4.72 Million
0.14% of portfolio
|
Q2 2025
Added 19.89%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
13,558
shares
|
$4.72 Million
0.07% of portfolio
|
Q2 2025
Reduced 34.97%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
13,557
shares
|
$4.72 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
13,492
shares
|
$4.69 Million
0.11% of portfolio
|
Q2 2025
Reduced 30.58%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
13,475
shares
|
$4.69 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Hound Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,437
shares
|
$4.67 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
13,433
shares
|
$4.67 Million
0.07% of portfolio
|
Q2 2025
Reduced 72.43%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
13,361
shares
|
$4.65 Million
0.7% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
13,339
shares
|
$4.64 Million
0.93% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
13,299
shares
|
$4.63 Million
0.97% of portfolio
|
Q2 2025
Added 12.63%
|