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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
98,635
shares
|
$29.9 Million
0.21% of portfolio
|
Q3 2022
Reduced 1.95%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
98,181
shares
|
$29.7 Million
0.56% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
98,117
shares
|
$29.7 Million
0.83% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
97,600
shares
|
$29.6 Million
0.22% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
97,206
shares
|
$29.4 Million
0.42% of portfolio
|
Q1 2025
Added 119.34%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
96,631
shares
|
$29.3 Million
0.2% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
95,475
shares
|
$28.9 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Estuary Capital Management LP
Wayzata, MN |
May 15, 2025 Q1 2025 |
95,300
shares
|
$28.9 Million
12.11% of portfolio
|
Q1 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
95,143
shares
|
$28.8 Million
0.6% of portfolio
|
Q1 2025
Added 43.23%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
94,831
shares
|
$28.7 Million
1.13% of portfolio
|
Q1 2025
Added 256.35%
|
|
|
Achmea Investment Management B.V.
|
Apr 24, 2025 Q1 2025 |
94,604
shares
|
$28.7 Million
0.72% of portfolio
|
Q1 2025
Added 24.69%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
92,908
shares
|
$28.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 58.34%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
May 15, 2025 Q1 2025 |
91,453
shares
|
$27.7 Million
1.01% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
91,254
shares
|
$27.6 Million
1.0% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
90,683
shares
|
$27.5 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
90,206
shares
|
$27.3 Million
0.27% of portfolio
|
Q1 2025
Reduced 70.29%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
89,830
shares
|
$27.2 Million
0.44% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
89,244
shares
|
$27 Million
1.56% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
88,866
shares
|
$26.9 Million
0.68% of portfolio
|
Q1 2025
Added 9.67%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
88,210
shares
|
$26.7 Million
1.68% of portfolio
|
Q1 2024
Added 4.39%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
88,073
shares
|
$26.7 Million
0.5% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
87,961
shares
|
$26.6 Million
0.04% of portfolio
|
Q1 2025
Added 223.05%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
May 09, 2025 Q1 2025 |
87,538
shares
|
$26.5 Million
4.71% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
London & Capital Asset Management LTD
London, X0 |
May 15, 2025 Q1 2025 |
87,393
shares
|
$26.5 Million
4.1% of portfolio
|
Q1 2025
Added 55.81%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
87,318
shares
|
$26.4 Million
3.14% of portfolio
|
Q2 2023
Added 5.68%
|