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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
90,883
shares
|
$31.6 Million
0.14% of portfolio
|
Q2 2025
Added 17.96%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
90,606
shares
|
$31.5 Million
1.11% of portfolio
|
Q2 2025
Reduced 15.87%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
89,244
shares
|
$31 Million
1.56% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
89,029
shares
|
$31 Million
0.33% of portfolio
|
Q2 2025
Added 103.69%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
88,210
shares
|
$30.7 Million
1.68% of portfolio
|
Q1 2024
Added 4.39%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
88,073
shares
|
$30.6 Million
0.5% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
87,318
shares
|
$30.4 Million
3.14% of portfolio
|
Q2 2023
Added 5.68%
|
|
|
Soleus Capital Management, L.P.
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
86,250
shares
|
$30 Million
2.09% of portfolio
|
Q2 2025
New holding
|
|
|
Port Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
85,129
shares
|
$29.6 Million
1.41% of portfolio
|
Q2 2025
Added 18.02%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
84,937
shares
|
$29.5 Million
0.26% of portfolio
|
Q2 2025
Added 63.48%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
84,698
shares
|
$29.5 Million
0.42% of portfolio
|
Q3 2022
Added 235.11%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
84,115
shares
|
$29.3 Million
0.2% of portfolio
|
Q3 2024
Added 33.3%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Aug 14, 2025 Q2 2025 |
84,100
shares
|
$29.3 Million
0.15% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
83,378
shares
|
$29 Million
1.29% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
83,364
shares
|
$29 Million
1.51% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Compass Rose Asset Management, LP
New York, NY |
Aug 07, 2025 Q2 2025 |
83,000
shares
|
$28.9 Million
5.18% of portfolio
|
Q2 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
82,769
shares
|
$28.8 Million
0.85% of portfolio
|
Q2 2025
Added 314.34%
|
|
|
Liberty One Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
82,001
shares
|
$28.5 Million
2.63% of portfolio
|
Q2 2025
Added 46.03%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
81,753
shares
|
$28.4 Million
0.32% of portfolio
|
Q2 2025
Added 22.72%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
81,522
shares
|
$28.4 Million
0.24% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
81,278
shares
|
$28.3 Million
0.21% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
80,846
shares
|
$28.1 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
79,974
shares
|
$27.8 Million
5.53% of portfolio
|
Q3 2022
Added 0.35%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
79,403
shares
|
$27.6 Million
0.78% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Aug 14, 2025 Q2 2025 |
79,139
shares
|
$27.5 Million
0.52% of portfolio
|
Q2 2025
Reduced 13.46%
|