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 |
|---|---|---|---|---|---|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
170,948
shares
|
$59.5 Million
0.11% of portfolio
|
Q2 2025
Added 34.33%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
170,562
shares
|
$59.3 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
170,144
shares
|
$59.2 Million
0.49% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
168,420
shares
|
$58.6 Million
0.26% of portfolio
|
Q2 2025
Reduced 63.39%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
166,793
shares
|
$58 Million
2.21% of portfolio
|
Q1 2023
Reduced 1.98%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
165,737
shares
|
$57.7 Million
0.36% of portfolio
|
Q2 2025
Reduced 13.12%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
165,132
shares
|
$57.4 Million
1.41% of portfolio
|
Q4 2023
Added 0.47%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
164,633
shares
|
$57.3 Million
1.48% of portfolio
|
Q2 2025
Added 23.85%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
161,407
shares
|
$56.2 Million
2.67% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
154,874
shares
|
$53.9 Million
0.17% of portfolio
|
Q2 2025
Added 15.84%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
153,390
shares
|
$53.4 Million
0.4% of portfolio
|
Q2 2025
Reduced 37.71%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jul 29, 2025 Q2 2025 |
153,004
shares
|
$53.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 34.57%
|
|
|
Coho Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
152,962
shares
|
$53.2 Million
3.65% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
152,807
shares
|
$53.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 87.56%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
152,063
shares
|
$52.9 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
151,082
shares
|
$52.6 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Wolf Hill Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
150,000
shares
|
$52.2 Million
4.69% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Investment Partners, LLC
|
Aug 06, 2025 Q2 2025 |
148,705
shares
|
$51.7 Million
2.16% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
148,633
shares
|
$51.7 Million
2.64% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
147,508
shares
|
$51.3 Million
1.45% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
146,906
shares
|
$51.1 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
146,160
shares
|
$50.8 Million
1.69% of portfolio
|
Q2 2025
Added 32.92%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
145,386
shares
|
$50.6 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
145,198
shares
|
$50.5 Million
1.01% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Distillate Capital Partners LLC
|
Aug 13, 2025 Q2 2025 |
143,717
shares
|
$50 Million
2.56% of portfolio
|
Q2 2025
Added 9.14%
|