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 4,037 institutions that hold shares in the stock, with a total of 794 Million shares, which have been reported (via 13F filing form) to have a value of $241 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
8 Knots Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
168,923
shares
|
$51.2 Million
12.28% of portfolio
|
Q1 2025
Reduced 42.2%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
168,670
shares
|
$51.1 Million
0.37% of portfolio
|
Q1 2025
Added 14.07%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
166,793
shares
|
$50.5 Million
2.21% of portfolio
|
Q1 2023
Reduced 1.98%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
165,132
shares
|
$50 Million
1.41% of portfolio
|
Q4 2023
Added 0.47%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
May 14, 2025 Q1 2025 |
164,742
shares
|
$49.9 Million
2.0% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
May 20, 2025 Q1 2025 |
163,600
shares
|
$49.6 Million
0.76% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
163,591
shares
|
$49.6 Million
0.82% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
161,407
shares
|
$48.9 Million
2.67% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
161,281
shares
|
$48.9 Million
1.5% of portfolio
|
Q1 2025
Reduced 21.7%
|
|
|
Ninety One Uk LTD
London, X0 |
Apr 30, 2025 Q1 2025 |
158,196
shares
|
$47.9 Million
0.24% of portfolio
|
Q1 2025
Reduced 33.29%
|
|
|
Coho Partners, Ltd.
|
Apr 22, 2025 Q1 2025 |
158,085
shares
|
$47.9 Million
5.12% of portfolio
|
Q1 2025
Reduced 29.62%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
153,722
shares
|
$46.6 Million
0.91% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Vulcan Value Partners, LLC
Birmingham, AL |
May 08, 2025 Q1 2025 |
153,586
shares
|
$46.5 Million
1.54% of portfolio
|
Q1 2025
Added 35.33%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
152,336
shares
|
$46.1 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
152,217
shares
|
$46.1 Million
0.65% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
140 Summer Partners LP
New York, NY |
May 14, 2025 Q1 2025 |
151,935
shares
|
$46 Million
11.75% of portfolio
|
Q1 2025
New holding
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
151,694
shares
|
$45.9 Million
0.79% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
May 14, 2025 Q1 2025 |
150,694
shares
|
$45.6 Million
2.34% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
149,691
shares
|
$45.3 Million
1.58% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
149,608
shares
|
$45.3 Million
0.52% of portfolio
|
Q1 2025
Added 31.39%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
149,044
shares
|
$45.1 Million
2.38% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
148,918
shares
|
$45.1 Million
0.22% of portfolio
|
Q1 2025
Added 150.88%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
148,124
shares
|
$44.9 Million
0.23% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
147,409
shares
|
$44.7 Million
0.2% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
May 15, 2025 Q1 2025 |
146,918
shares
|
$44.5 Million
1.51% of portfolio
|
Q1 2025
New holding
|