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 |
|---|---|---|---|---|---|
|
Capital International, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
267,276
shares
|
$93 Million
0.86% of portfolio
|
Q2 2025
Added 19.55%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
267,018
shares
|
$92.9 Million
0.93% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Alleghany Corp
|
Nov 01, 2022 Q3 2022 |
263,560
shares
|
$91.7 Million
6.01% of portfolio
|
Q1 2021
Added 1.02%
|
|
|
Actiam N.V.
Rotterdam, P7 |
Jul 24, 2025 Q2 2025 |
263,367
shares
|
$91.6 Million
1.05% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
263,248
shares
|
$91.6 Million
0.15% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
261,396
shares
|
$90.9 Million
0.17% of portfolio
|
Q2 2025
Reduced 16.05%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
259,851
shares
|
$90.4 Million
0.79% of portfolio
|
Q2 2025
Added 28.67%
|
|
|
State Of Michigan Retirement System
|
Aug 05, 2025 Q2 2025 |
256,819
shares
|
$89.3 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Smead Capital Management, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
252,438
shares
|
$87.8 Million
1.63% of portfolio
|
Q2 2025
New holding
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
251,910
shares
|
$87.6 Million
1.5% of portfolio
|
Q1 2024
Reduced 3.83%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
251,778
shares
|
$87.6 Million
0.36% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Bowie Capital Management, LLC
Richardson, TX |
Aug 12, 2025 Q2 2025 |
243,227
shares
|
$84.6 Million
3.62% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
242,940
shares
|
$84.5 Million
0.22% of portfolio
|
Q2 2025
Reduced 28.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
242,829
shares
|
$84.5 Million
0.06% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
242,360
shares
|
$84.3 Million
1.63% of portfolio
|
Q2 2025
Reduced 11.73%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
241,960
shares
|
$84.2 Million
0.53% of portfolio
|
Q2 2025
Reduced 25.56%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
241,562
shares
|
$84 Million
0.24% of portfolio
|
Q2 2025
Reduced 56.23%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
237,551
shares
|
$82.6 Million
0.06% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
236,449
shares
|
$82.3 Million
2.57% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
May 09, 2025 Q1 2025 |
236,174
shares
|
$82.2 Million
0.64% of portfolio
|
Q1 2025
Reduced 28.23%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
231,191
shares
|
$80.4 Million
0.44% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
227,576
shares
|
$79.2 Million
0.67% of portfolio
|
Q2 2025
Reduced 10.22%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
May 13, 2025 Q1 2025 |
227,338
shares
|
$79.1 Million
2.18% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
Aug 14, 2025 Q2 2025 |
226,153
shares
|
$78.7 Million
1.21% of portfolio
|
Q2 2025
Added 53.93%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
224,578
shares
|
$78.1 Million
0.41% of portfolio
|
Q2 2025
Reduced 33.62%
|