Purchases and Sales Made in Q2 2025 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q2 2025. The information is specifically focused on institutions that hold shares of UNITEDHEALTH GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
4.98K+ 13.78% |
$1.37M - $2.98M
|
41.1K
$10.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
4.97KNew |
$1.36M - $2.98M
|
4.97K
$1.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
4.96K+ 6.66% |
$1.36M - $2.97M
|
79.4K
$20.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.96K+ 4.76% |
$1.36M - $2.97M
|
109K
$28.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.95K+ 16.17% |
$1.36M - $2.97M
|
35.6K
$9.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.93K+ 68.54% |
$1.35M - $2.95M
|
12.1K
$3.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
4.88K+ 47.79% |
$1.34M - $2.93M
|
15.1K
$3.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.88K+ 59.6% |
$1.34M - $2.93M
|
13.1K
$3.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.88K+ 2.23% |
$1.34M - $2.92M
|
224K
$58.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Eos Management, L.P.
|
BUY
|
- |
4.84KNew |
$1.33M - $2.9M
|
4.84K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
4.84K+ 31.03% |
$1.33M - $2.9M
|
20.4K
$5.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.83K+ 53.99% |
$1.33M - $2.9M
|
13.8K
$3.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
4.83KNew |
$1.32M - $2.89M
|
4.83K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
4.82KNew |
$1.32M - $2.89M
|
4.82K
$1.26M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
4.81K+ 45.48% |
$1.32M - $2.88M
|
15.4K
$4.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
4.8K+ 39.27% |
$1.32M - $2.88M
|
17K
$4.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.8K+ 90.56% |
$1.32M - $2.88M
|
10.1K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
4.79K+ 18.42% |
$1.31M - $2.87M
|
30.8K
$8.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.78K+ 9.23% |
$1.31M - $2.86M
|
56.5K
$14.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
4.7KNew |
$1.29M - $2.82M
|
4.7K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
4.64K+ 2.64% |
$1.27M - $2.78M
|
180K
$47.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
4.62KNew |
$1.27M - $2.77M
|
4.62K
$1.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
4.56K+ 227750.0% |
$1.25M - $2.73M
|
4.56K
$1.19M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
4.53KNew |
$1.24M - $2.72M
|
4.53K
$1.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.49K+ 26.82% |
$1.23M - $2.69M
|
21.2K
$5.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.48K+ 70.26% |
$1.23M - $2.69M
|
10.9K
$2.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.44KNew |
$1.22M - $2.66M
|
4.44K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
4.42KNew |
$1.21M - $2.65M
|
4.42K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
4.34K+ 9.78% |
$1.19M - $2.6M
|
48.7K
$12.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.32K+ 7.02% |
$1.18M - $2.59M
|
65.8K
$17.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
4.27K+ 50.55% |
$1.17M - $2.56M
|
12.7K
$3.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
4.25K+ 3.18% |
$1.17M - $2.55M
|
138K
$36.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
4.25K+ 31.31% |
$1.17M - $2.55M
|
17.8K
$4.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.25KNew |
$1.16M - $2.55M
|
4.25K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
4.25KNew |
$1.16M - $2.54M
|
4.25K
$1.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
4.19K+ 311.75% |
$1.15M - $2.51M
|
5.54K
$1.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
4.14K+ 139.91% |
$1.14M - $2.48M
|
7.11K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4.14K+ 357.55% |
$1.14M - $2.48M
|
5.3K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.13K+ 161.48% |
$1.13M - $2.48M
|
6.69K
$1.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.1K+ 68.7% |
$1.13M - $2.46M
|
10.1K
$2.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
4.1K+ 52.08% |
$1.12M - $2.46M
|
12K
$3.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
4.09K+ 36.78% |
$1.12M - $2.45M
|
15.2K
$3.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.08K+ 26.59% |
$1.12M - $2.45M
|
19.4K
$5.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
4.08K+ 370.45% |
$1.12M - $2.44M
|
5.18K
$1.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.07K+ 161.7% |
$1.12M - $2.44M
|
6.59K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
4.04K+ 162.21% |
$1.11M - $2.42M
|
6.54K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.02K+ 39.52% |
$1.1M - $2.41M
|
14.2K
$3.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.01K+ 20.58% |
$1.1M - $2.4M
|
23.5K
$6.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
4K+ 19.54% |
$1.1M - $2.4M
|
24.5K
$6.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
4K+ 72.52% |
$1.1M - $2.4M
|
9.51K
$2.49M
|