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 4,091 institutions that hold shares in the stock, with a total of 774 Million shares, which have been reported (via 13F filing form) to have a value of $318 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
114,909
shares
|
$47.3 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Alta Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
114,618
shares
|
$47.2 Million
3.97% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
113,867
shares
|
$46.8 Million
0.58% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
Vulcan Value Partners, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
113,489
shares
|
$46.7 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
113,082
shares
|
$46.5 Million
2.93% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 01, 2025 Q1 2025 |
112,383
shares
|
$46.2 Million
0.69% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
111,492
shares
|
$45.9 Million
0.7% of portfolio
|
Q4 2024
Added 71.99%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
110,967
shares
|
$45.7 Million
1.47% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Polar Capital Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
110,116
shares
|
$45.3 Million
0.34% of portfolio
|
Q4 2024
Reduced 9.68%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
109,960
shares
|
$45.2 Million
2.22% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
109,390
shares
|
$45 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Feb 06, 2025 Q4 2024 |
107,799
shares
|
$44.4 Million
2.78% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
First Long Island Investors, LLC
|
Feb 13, 2025 Q4 2024 |
107,680
shares
|
$44.3 Million
4.33% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
107,454
shares
|
$44.2 Million
0.75% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
107,225
shares
|
$44.1 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
Feb 14, 2025 Q4 2024 |
107,210
shares
|
$44.1 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Apr 22, 2025 Q1 2025 |
105,750
shares
|
$43.5 Million
1.49% of portfolio
|
Q4 2024
Added 23347.89%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
105,240
shares
|
$43.3 Million
2.0% of portfolio
|
Q4 2022
Reduced 0.48%
|
|
|
Ceredex Value Advisors LLC
|
Feb 13, 2025 Q4 2024 |
105,237
shares
|
$43.3 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
104,795
shares
|
$43.1 Million
2.94% of portfolio
|
Q3 2022
Reduced 20.23%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
104,490
shares
|
$43 Million
1.94% of portfolio
|
Q4 2024
Added 20.55%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
104,372
shares
|
$42.9 Million
0.19% of portfolio
|
Q4 2024
Added 11.44%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
104,026
shares
|
$42.8 Million
4.38% of portfolio
|
Q3 2022
Reduced 5.28%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Feb 14, 2025 Q4 2024 |
103,750
shares
|
$42.7 Million
2.48% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Feb 11, 2025 Q4 2024 |
102,789
shares
|
$42.3 Million
0.38% of portfolio
|
Q4 2024
Added 13.95%
|