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 |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
88,210
shares
|
$36.3 Million
1.68% of portfolio
|
Q1 2024
Added 4.39%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Apr 16, 2025 Q1 2025 |
87,554
shares
|
$36 Million
2.7% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Feb 12, 2025 Q4 2024 |
87,347
shares
|
$35.9 Million
4.61% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
87,318
shares
|
$35.9 Million
3.14% of portfolio
|
Q2 2023
Added 5.68%
|
|
|
Mizuho Securities Usa LLC
|
Feb 11, 2025 Q4 2024 |
87,222
shares
|
$35.9 Million
0.88% of portfolio
|
Q4 2024
Added 45.66%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
87,107
shares
|
$35.8 Million
0.77% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
86,906
shares
|
$35.8 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
85,739
shares
|
$35.3 Million
0.9% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Douglas Lane & Associates, LLC
|
Apr 09, 2025 Q1 2025 |
85,729
shares
|
$35.3 Million
0.68% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
84,698
shares
|
$34.8 Million
0.42% of portfolio
|
Q3 2022
Added 235.11%
|
|
|
Elo Mutual Pension Insurance CO
|
Feb 12, 2025 Q4 2024 |
84,269
shares
|
$34.7 Million
0.92% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
83,570
shares
|
$34.4 Million
0.69% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
83,544
shares
|
$34.4 Million
0.36% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
82,300
shares
|
$33.9 Million
0.39% of portfolio
|
Q4 2024
Added 132.11%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
81,508
shares
|
$33.5 Million
0.12% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
81,405
shares
|
$33.5 Million
0.2% of portfolio
|
Q4 2024
Reduced 98.82%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Feb 14, 2025 Q4 2024 |
81,222
shares
|
$33.4 Million
0.83% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
81,032
shares
|
$33.3 Million
0.72% of portfolio
|
Q4 2024
Added 548.46%
|
|
|
Ns Partners LTD
|
Feb 07, 2025 Q4 2024 |
80,815
shares
|
$33.3 Million
1.7% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
80,631
shares
|
$33.2 Million
2.16% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Martingale Asset Management L P
Boston, MA |
Feb 13, 2025 Q4 2024 |
80,605
shares
|
$33.2 Million
1.02% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
80,515
shares
|
$33.1 Million
2.67% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
79,974
shares
|
$32.9 Million
5.53% of portfolio
|
Q3 2022
Added 0.35%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
79,230
shares
|
$32.6 Million
1.55% of portfolio
|
Q1 2025
Added 16.87%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
79,160
shares
|
$32.6 Million
0.11% of portfolio
|
Q4 2024
Added 9.52%
|