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 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
12.3K+ 32.95% |
$3.36M - $7.35M
|
49.5K
$12.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
12.2K+ 11.01% |
$3.35M - $7.32M
|
123K
$32.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
12.2K+ 427.97% |
$3.35M - $7.31M
|
15K
$3.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
12.1K+ 238.61% |
$3.33M - $7.27M
|
17.2K
$4.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Distillate Capital Partners LLC
|
BUY
|
- |
12K+ 9.14% |
$3.3M - $7.22M
|
144K
$37.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
12KNew |
$3.3M - $7.21M
|
12K
$3.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
12K+ 5.71% |
$3.3M - $7.21M
|
222K
$58.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
12K+ 86.54% |
$3.29M - $7.19M
|
25.8K
$6.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
11.8K+ 261.12% |
$3.25M - $7.1M
|
16.4K
$4.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
11.8K+ 51.89% |
$3.24M - $7.09M
|
34.6K
$9.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
11.7K+ 23.04% |
$3.22M - $7.04M
|
62.7K
$16.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.7K+ 77.32% |
$3.21M - $7.02M
|
26.9K
$7.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 89.11% |
$3.2M - $6.99M
|
24.7K
$6.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.5K+ 13.09% |
$3.16M - $6.9M
|
99.5K
$26M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.2K+ 141.54% |
$3.07M - $6.7M
|
19.1K
$4.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
11.1K+ 18.68% |
$3.05M - $6.66M
|
70.5K
$18.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11K+ 228.63% |
$3.03M - $6.62M
|
15.9K
$4.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
11K+ 71.23% |
$3.03M - $6.62M
|
26.5K
$6.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
11K+ 19.75% |
$3.03M - $6.62M
|
66.9K
$17.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
11K+ 78.57% |
$3.02M - $6.59M
|
25K
$6.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
10.9K+ 26.56% |
$2.99M - $6.53M
|
51.9K
$13.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
10.8K+ 162.11% |
$2.97M - $6.49M
|
17.5K
$4.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
10.7K+ 12.53% |
$2.93M - $6.4M
|
95.9K
$25.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Cooke & Bieler LP
|
BUY
|
- |
10.7K+ 3.49% |
$2.93M - $6.4M
|
316K
$82.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
10.6K+ 1.15% |
$2.92M - $6.37M
|
936K
$245M
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
10.6K+ 1115.22% |
$2.89M - $6.32M
|
11.5K
$3.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Kempner Capital Management Inc.
|
BUY
|
- |
10.5K+ 239.98% |
$2.89M - $6.32M
|
14.9K
$3.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.5K+ 33.73% |
$2.88M - $6.3M
|
41.6K
$10.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
10.4K+ 4.9% |
$2.84M - $6.21M
|
222K
$58M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.3K+ 24.97% |
$2.82M - $6.17M
|
51.5K
$13.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
10.2KNew |
$2.8M - $6.11M
|
10.2K
$2.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
10.2K+ 120.62% |
$2.78M - $6.09M
|
18.6K
$4.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
10.1K+ 3.19% |
$2.77M - $6.05M
|
326K
$85.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Sivik Global Healthcare LLC
Greenwich, CT |
BUY
|
- |
10K+ 200.0% |
$2.74M - $5.99M
|
15K
$3.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9.87K+ 142.09% |
$2.71M - $5.92M
|
16.8K
$4.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
9.86KNew |
$2.7M - $5.91M
|
9.86K
$2.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
9.76K+ 38.55% |
$2.68M - $5.85M
|
35.1K
$9.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
9.73K+ 208.8% |
$2.67M - $5.83M
|
14.4K
$3.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
9.68K+ 13.01% |
$2.66M - $5.8M
|
84.1K
$22M
|
|
|
Aug 07, 2025
Q2 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
9.6K+ 26.53% |
$2.63M - $5.75M
|
45.8K
$12M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.6KNew |
$2.63M - $5.75M
|
9.6K
$2.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
9.57K+ 52.31% |
$2.63M - $5.74M
|
27.9K
$7.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.44K+ 150.65% |
$2.59M - $5.66M
|
15.7K
$4.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
9.36K+ 124.85% |
$2.57M - $5.61M
|
16.9K
$4.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9.33K+ 39.36% |
$2.56M - $5.59M
|
33K
$8.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.25K+ 402.53% |
$2.54M - $5.54M
|
11.5K
$3.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
9K+ 1800.0% |
$2.47M - $5.4M
|
9.5K
$2.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.97K+ 18.23% |
$2.46M - $5.37M
|
58.1K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
8.86K+ 341.6% |
$2.43M - $5.31M
|
11.5K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
8.79K+ 87.49% |
$2.41M - $5.27M
|
18.8K
$4.93M
|