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 |
|---|---|---|---|---|---|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
13,235
shares
|
$4.6 Million
0.23% of portfolio
|
Q2 2025
Added 26.83%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
13,154
shares
|
$4.58 Million
0.78% of portfolio
|
Q2 2025
Reduced 42.02%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
13,134
shares
|
$4.57 Million
1.27% of portfolio
|
Q2 2025
Added 12.36%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
13,117
shares
|
$4.56 Million
0.47% of portfolio
|
Q3 2022
New holding
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
13,099
shares
|
$4.56 Million
0.69% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
13,093
shares
|
$4.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
13,071
shares
|
$4.55 Million
0.48% of portfolio
|
Q2 2025
Added 59.6%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
13,063
shares
|
$4.54 Million
0.21% of portfolio
|
Q2 2025
Reduced 35.06%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
12,860
shares
|
$4.47 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
12,802
shares
|
$4.45 Million
0.18% of portfolio
|
Q2 2025
Reduced 89.56%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
12,762
shares
|
$4.44 Million
2.85% of portfolio
|
Q4 2024
Added 4457.86%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
12,745
shares
|
$4.43 Million
0.19% of portfolio
|
Q2 2025
Reduced 67.77%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
12,741
shares
|
$4.43 Million
0.12% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
12,731
shares
|
$4.43 Million
0.77% of portfolio
|
Q1 2025
Added 17.31%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
12,720
shares
|
$4.43 Million
1.24% of portfolio
|
Q2 2025
Added 50.55%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Aug 13, 2025 Q2 2025 |
12,689
shares
|
$4.41 Million
1.29% of portfolio
|
Q2 2025
Added 12.43%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
12,676
shares
|
$4.41 Million
0.78% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
12,664
shares
|
$4.41 Million
0.22% of portfolio
|
Q4 2023
Added 12.56%
|
|
|
Granite Investment Partners, LLC
|
Aug 13, 2025 Q2 2025 |
12,655
shares
|
$4.4 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
12,616
shares
|
$4.39 Million
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
12,517
shares
|
$4.35 Million
0.28% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Castle Knight Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
12,400
shares
|
$4.31 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
12,379
shares
|
$4.31 Million
0.1% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
12,307
shares
|
$4.28 Million
0.09% of portfolio
|
Q2 2025
Reduced 75.86%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
12,286
shares
|
$4.27 Million
6.55% of portfolio
|
Q2 2023
Reduced 12.69%
|