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 |
|---|---|---|---|---|---|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
79,068
shares
|
$32.5 Million
0.82% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
78,976
shares
|
$32.5 Million
2.15% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
78,830
shares
|
$32.4 Million
1.56% of portfolio
|
Q4 2023
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
78,612
shares
|
$32.3 Million
0.75% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Mizuho Markets Americas LLC
|
Feb 11, 2025 Q4 2024 |
78,180
shares
|
$32.2 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
77,913
shares
|
$32.1 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
77,467
shares
|
$31.9 Million
0.44% of portfolio
|
Q4 2024
Added 24.36%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
77,077
shares
|
$31.7 Million
0.82% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
77,045
shares
|
$31.7 Million
0.23% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
77,022
shares
|
$31.7 Million
1.48% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
76,855
shares
|
$31.6 Million
0.68% of portfolio
|
Q4 2024
Reduced 11.92%
|
|
|
Railway Pension Investments LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
76,456
shares
|
$31.5 Million
0.52% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Blue Whale Capital LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
76,152
shares
|
$31.3 Million
3.49% of portfolio
|
Q4 2024
New holding
|
|
|
Pfm Health Sciences, LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
75,588
shares
|
$31.1 Million
2.49% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
75,543
shares
|
$31.1 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
75,294
shares
|
$31 Million
0.99% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Suvretta Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
75,198
shares
|
$30.9 Million
1.58% of portfolio
|
Q4 2024
Reduced 48.79%
|
|
|
Park West Asset Management LLC
Larkspur, CA |
Feb 14, 2025 Q4 2024 |
75,100
shares
|
$30.9 Million
3.36% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Senator Investment Group LP
New York, NY |
Feb 13, 2025 Q4 2024 |
75,000
shares
|
$30.9 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
74,562
shares
|
$30.7 Million
0.5% of portfolio
|
Q4 2024
Reduced 13.99%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
73,746
shares
|
$30.3 Million
0.32% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
73,534
shares
|
$30.3 Million
0.59% of portfolio
|
Q1 2025
Reduced 51.14%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
73,275
shares
|
$30.1 Million
0.09% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Bsn Capital Partners LTD
|
Jan 28, 2025 Q4 2024 |
72,818
shares
|
$30 Million
1.46% of portfolio
|
Q4 2024
Added 50.08%
|
|
|
Port Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
72,792
shares
|
$29.9 Million
2.01% of portfolio
|
Q4 2024
Added 1.64%
|