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 |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
87,056
shares
|
$26.4 Million
0.37% of portfolio
|
Q1 2025
Added 57.88%
|
|
|
Atalanta Sosnoff Capital, LLC
|
May 15, 2025 Q1 2025 |
86,590
shares
|
$26.2 Million
1.09% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Thunderbird Partners LLP
London, X0 |
May 14, 2025 Q1 2025 |
86,361
shares
|
$26.2 Million
48.62% of portfolio
|
Q1 2025
Added 26.79%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
85,563
shares
|
$25.9 Million
3.03% of portfolio
|
Q1 2025
Added 25.51%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
85,210
shares
|
$25.8 Million
0.19% of portfolio
|
Q1 2025
Reduced 18.36%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
85,072
shares
|
$25.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 36.16%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
84,698
shares
|
$25.7 Million
0.42% of portfolio
|
Q3 2022
Added 235.11%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
84,233
shares
|
$25.5 Million
0.49% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
84,115
shares
|
$25.5 Million
0.2% of portfolio
|
Q3 2024
Added 33.3%
|
|
|
Night Owl Capital Management, LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
83,996
shares
|
$25.4 Million
6.17% of portfolio
|
Q1 2025
Added 39.29%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
83,570
shares
|
$25.3 Million
0.69% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
83,378
shares
|
$25.3 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
|
$25.3 Million
1.51% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
83,141
shares
|
$25.2 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
81,508
shares
|
$24.7 Million
0.12% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
79,974
shares
|
$24.2 Million
5.53% of portfolio
|
Q3 2022
Added 0.35%
|
|
|
Ns Partners LTD
|
May 12, 2025 Q1 2025 |
79,928
shares
|
$24.2 Million
1.85% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
79,230
shares
|
$24 Million
1.55% of portfolio
|
Q1 2025
Added 16.87%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
79,068
shares
|
$24 Million
0.82% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
79,014
shares
|
$23.9 Million
0.84% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
78,830
shares
|
$23.9 Million
1.56% of portfolio
|
Q4 2023
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
78,612
shares
|
$23.8 Million
0.75% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
78,248
shares
|
$23.7 Million
1.04% of portfolio
|
Q1 2025
Reduced 12.05%
|
|
|
Altra Vue Capital, LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
77,990
shares
|
$23.6 Million
4.7% of portfolio
|
Q1 2025
Added 21.61%
|
|
|
Woodline Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
77,751
shares
|
$23.6 Million
0.28% of portfolio
|
Q1 2025
Added 47.66%
|