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 4,042 institutions that hold shares in the stock, with a total of 795 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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,494,668
shares
|
$1.66 Billion
0.55% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
5,386,274
shares
|
$1.63 Billion
1.15% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
5,250,580
shares
|
$1.59 Billion
1.21% of portfolio
|
Q1 2025
Added 52.88%
|
|
|
Sanders Capital, LLC
West Palm Beach, FL |
May 14, 2025 Q1 2025 |
5,217,526
shares
|
$1.58 Billion
4.1% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
5,197,427
shares
|
$1.57 Billion
0.7% of portfolio
|
Q1 2025
Added 19.25%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
4,980,817
shares
|
$1.51 Billion
1.5% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
4,626,626
shares
|
$1.4 Billion
0.88% of portfolio
|
Q1 2025
Reduced 23.77%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
4,256,797
shares
|
$1.29 Billion
0.63% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
4,082,788
shares
|
$1.24 Billion
1.94% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Dodge & Cox
San Francisco, CA |
May 14, 2025 Q1 2025 |
4,020,368
shares
|
$1.22 Billion
1.29% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
4,009,623
shares
|
$1.21 Billion
2.2% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,897,572
shares
|
$1.18 Billion
0.57% of portfolio
|
Q1 2025
Reduced 16.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,671,484
shares
|
$1.11 Billion
0.75% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
3,059,712
shares
|
$927 Million
1.5% of portfolio
|
Q1 2025
Added 11.67%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 14, 2025 Q1 2025 |
2,876,502
shares
|
$871 Million
1.0% of portfolio
|
Q1 2025
Reduced 39.9%
|
|
|
Eagle Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,697,626
shares
|
$817 Million
5.26% of portfolio
|
Q1 2025
Added 17.33%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
2,615,053
shares
|
$792 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
2,595,561
shares
|
$786 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
May 13, 2025 Q1 2025 |
2,535,617
shares
|
$768 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
2,525,461
shares
|
$765 Million
1.24% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
2,511,853
shares
|
$761 Million
0.83% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,361,396
shares
|
$715 Million
0.85% of portfolio
|
Q3 2024
Added 33.09%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 14, 2025 Q1 2025 |
2,253,006
shares
|
$682 Million
0.98% of portfolio
|
Q1 2025
Added 94.3%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,239,866
shares
|
$678 Million
0.39% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
May 14, 2025 Q1 2025 |
2,224,346
shares
|
$674 Million
3.78% of portfolio
|
Q1 2025
Added 7.41%
|