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 |
|---|---|---|---|---|---|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
101,802
shares
|
$41.9 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Premier Fund Managers LTD
|
Feb 12, 2025 Q4 2024 |
100,000
shares
|
$41.1 Million
1.81% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
98,635
shares
|
$40.6 Million
0.21% of portfolio
|
Q3 2022
Reduced 1.95%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
98,610
shares
|
$40.6 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
97,989
shares
|
$40.3 Million
0.29% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Samlyn Capital, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
97,758
shares
|
$40.2 Million
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
97,736
shares
|
$40.2 Million
2.84% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
97,600
shares
|
$40.2 Million
0.22% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
96,645
shares
|
$39.8 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
96,631
shares
|
$39.8 Million
0.2% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
96,392
shares
|
$39.7 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
95,427
shares
|
$39.3 Million
0.97% of portfolio
|
Q4 2024
Reduced 57.99%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
94,729
shares
|
$39 Million
1.56% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
94,646
shares
|
$38.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 86.91%
|
|
|
Achmea Investment Management B.V.
|
Apr 24, 2025 Q1 2025 |
94,604
shares
|
$38.9 Million
0.72% of portfolio
|
Q1 2025
Added 24.69%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
93,625
shares
|
$38.5 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
93,286
shares
|
$38.4 Million
0.11% of portfolio
|
Q4 2024
Reduced 33.41%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Feb 14, 2025 Q4 2024 |
93,006
shares
|
$38.3 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
91,424
shares
|
$37.6 Million
1.82% of portfolio
|
Q4 2024
Added 1179.37%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
91,213
shares
|
$37.5 Million
0.62% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
90,541
shares
|
$37.3 Million
0.91% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Feb 14, 2025 Q4 2024 |
90,259
shares
|
$37.1 Million
0.99% of portfolio
|
Q4 2024
Reduced 39.03%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
89,244
shares
|
$36.7 Million
1.56% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
89,175
shares
|
$36.7 Million
0.64% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
88,967
shares
|
$36.6 Million
1.07% of portfolio
|
Q4 2024
Added 2.23%
|