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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
6.45K+ 22.15% |
$1.77M - $3.87M
|
35.6K
$9.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
6.44K+ 30.61% |
$1.77M - $3.86M
|
27.5K
$7.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
6.42KNew |
$1.76M - $3.85M
|
6.42K
$1.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
6.39K+ 9.32% |
$1.75M - $3.83M
|
74.9K
$19.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
6.37KNew |
$1.75M - $3.82M
|
6.37K
$1.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.36K+ 2555.02% |
$1.75M - $3.81M
|
6.61K
$1.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
6.22KNew |
$1.71M - $3.73M
|
6.22K
$1.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
6.17K+ 2.4% |
$1.69M - $3.7M
|
263K
$68.9M
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
BUY
|
- |
6.17K+ 719.72% |
$1.69M - $3.7M
|
7.03K
$1.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.14K+ 18.7% |
$1.68M - $3.68M
|
39K
$10.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
6.13K+ 80.51% |
$1.68M - $3.67M
|
13.7K
$3.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
6.08K+ 73.09% |
$1.67M - $3.65M
|
14.4K
$3.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
5.95K+ 151.89% |
$1.63M - $3.57M
|
9.87K
$2.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5.95K+ 4.27% |
$1.63M - $3.57M
|
145K
$38M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
5.93K+ 443.83% |
$1.63M - $3.56M
|
7.27K
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
- |
5.82KNew |
$1.6M - $3.49M
|
5.82K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.82K+ 42.13% |
$1.6M - $3.49M
|
19.6K
$5.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
5.8KNew |
$1.59M - $3.48M
|
5.8K
$1.52M
|
|
|
Aug 01, 2025
Q2 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
5.75K+ 41.1% |
$1.58M - $3.45M
|
19.7K
$5.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.73K+ 202.22% |
$1.57M - $3.43M
|
8.56K
$2.24M
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
5.7KNew |
$1.56M - $3.42M
|
5.7K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
5.67K+ 3.16% |
$1.56M - $3.4M
|
185K
$48.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
5.65K+ 201.21% |
$1.55M - $3.39M
|
8.46K
$2.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.62K+ 91.24% |
$1.54M - $3.37M
|
11.8K
$3.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
5.52KNew |
$1.51M - $3.31M
|
5.52K
$1.44M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.44K+ 2.5% |
$1.49M - $3.26M
|
223K
$58.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.44KNew |
$1.49M - $3.26M
|
5.44K
$1.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
5.4K+ 4.49% |
$1.48M - $3.24M
|
126K
$32.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
5.39KNew |
$1.48M - $3.23M
|
5.39K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.35K+ 26.01% |
$1.47M - $3.21M
|
25.9K
$6.78M
|
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
5.3KNew |
$1.45M - $3.18M
|
5.3K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
5.29K+ 16.04% |
$1.45M - $3.17M
|
38.3K
$10M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5.26KNew |
$1.44M - $3.15M
|
5.26K
$1.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.25KNew |
$1.44M - $3.15M
|
5.25K
$1.37M
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
5.24KNew |
$1.44M - $3.14M
|
5.24K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
5.23K+ 33.81% |
$1.43M - $3.13M
|
20.7K
$5.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
5.23K+ 90.9% |
$1.43M - $3.13M
|
11K
$2.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
5.23K+ 21.47% |
$1.43M - $3.13M
|
29.6K
$7.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
5.2KNew |
$1.43M - $3.11M
|
5.2K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
5.19KNew |
$1.42M - $3.11M
|
5.19K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.12K+ 28.95% |
$1.41M - $3.07M
|
22.8K
$5.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.09KNew |
$1.4M - $3.05M
|
5.09K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Siren, L.L.C.
New York, NY |
BUY
|
- |
5.08KNew |
$1.39M - $3.04M
|
5.08K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
5.05K+ 34.13% |
$1.39M - $3.03M
|
19.9K
$5.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
5.03KNew |
$1.38M - $3.01M
|
5.03K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
5K+ 24.09% |
$1.37M - $3M
|
25.8K
$6.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
5K+ 599.88% |
$1.37M - $3M
|
5.84K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
5KNew |
$1.37M - $3M
|
5K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5K+ 85.03% |
$1.37M - $3M
|
10.9K
$2.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.99K+ 33.0% |
$1.37M - $2.99M
|
20.1K
$5.26M
|