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 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-25.2K- 55.24% |
$6.92M - $15.1M
|
20.4K
$5.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-25.7K- 59.31% |
$7.04M - $15.4M
|
17.6K
$4.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-25.9K- 10.22% |
$7.11M - $15.5M
|
228K
$59.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Empyrean Capital Partners, LP
Los Angeles, CA |
SELL
|
- |
-26K- 21.67% |
$7.13M - $15.6M
|
94K
$24.6M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-26.3K- 87.55% |
$7.22M - $15.8M
|
3.74K
$979K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-26.8K- 67.77% |
$7.35M - $16.1M
|
12.7K
$3.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
- |
-27.6K- 97.89% |
$7.57M - $16.5M
|
596
$156K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-28K- 29.44% |
$7.68M - $16.8M
|
67.1K
$17.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-28.3K- 33.26% |
$7.76M - $17M
|
56.8K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-28.3K- 71.2% |
$7.78M - $17M
|
11.5K
$3M
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-28.8K- 85.2% |
$7.9M - $17.3M
|
5K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-29.4K- 55.86% |
$8.05M - $17.6M
|
23.2K
$6.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-29.4K- 39.19% |
$8.05M - $17.6M
|
45.5K
$11.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-29.5K- 41.1% |
$8.1M - $17.7M
|
42.3K
$11.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-29.7K- 23.91% |
$8.16M - $17.8M
|
94.6K
$24.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-30.1K- 94.49% |
$8.26M - $18.1M
|
1.76K
$460K
|
|
|
Aug 04, 2025
Q2 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-30.2K- 54.0% |
$8.29M - $18.1M
|
25.7K
$6.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-30.5K- 28.39% |
$8.36M - $18.3M
|
76.8K
$20.1M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-30.7K- 92.32% |
$8.43M - $18.4M
|
2.56K
$669K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-31.6K- 60.32% |
$8.67M - $18.9M
|
20.8K
$5.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-31.9K- 41.01% |
$8.75M - $19.1M
|
45.9K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-32K- 68.94% |
$8.77M - $19.2M
|
14.4K
$3.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-32.2K- 11.73% |
$8.84M - $19.3M
|
242K
$63.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-32.4K- 66.11% |
$8.89M - $19.4M
|
16.6K
$4.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-32.5K- 22.42% |
$8.93M - $19.5M
|
113K
$29.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-33.4K- 84.51% |
$9.17M - $20M
|
6.13K
$1.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-34K- 98.5% |
$9.34M - $20.4M
|
519
$136K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-34.3K- 34.66% |
$9.42M - $20.6M
|
64.7K
$16.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-34.4K- 88.98% |
$9.45M - $20.6M
|
4.27K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-34.7K- 18.92% |
$9.52M - $20.8M
|
149K
$38.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-35.3K- 72.43% |
$9.68M - $21.2M
|
13.4K
$3.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-35.4K- 6.16% |
$9.72M - $21.2M
|
540K
$141M
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-35.6K- 84.3% |
$9.76M - $21.3M
|
6.62K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-35.6K- 95.61% |
$9.77M - $21.4M
|
1.64K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-36.4K- 28.16% |
$9.98M - $21.8M
|
92.8K
$24.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-36.4K- 70.23% |
$9.99M - $21.8M
|
15.4K
$4.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-36.4K- 24.71% |
$9.99M - $21.8M
|
111K
$29M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-37.1K- 0.71% |
$10.2M - $22.2M
|
5.21M
$1.36B
|
|
|
Aug 12, 2025
Q2 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-37.6K- 92.99% |
$10.3M - $22.5M
|
2.83K
$740K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-37.6K- 90.1% |
$10.3M - $22.5M
|
4.13K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-38.1K- 92.6% |
$10.5M - $22.9M
|
3.05K
$798K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-38.7K- 75.86% |
$10.6M - $23.2M
|
12.3K
$3.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-40K- 41.43% |
$11M - $24M
|
56.6K
$14.8M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-40.1K- 57.53% |
$11M - $24M
|
29.6K
$7.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-41.6K- 69.75% |
$11.4M - $24.9M
|
18K
$4.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-42.9K- 49.28% |
$11.8M - $25.7M
|
44.2K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-44K- 94.33% |
$12.1M - $26.4M
|
2.64K
$691K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-44.9K- 49.56% |
$12.3M - $26.9M
|
45.7K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-45.3K- 10.51% |
$12.4M - $27.1M
|
385K
$101M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-45.7K- 18.0% |
$12.5M - $27.4M
|
208K
$54.4M
|