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 |
|---|---|---|---|---|---|
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
May 14, 2025 Q1 2025 |
77,430
shares
|
$23.5 Million
4.83% of portfolio
|
Q1 2025
Added 27.92%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
77,271
shares
|
$23.4 Million
0.36% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
77,183
shares
|
$23.4 Million
1.4% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Blue Whale Capital LLP
London, X0 |
May 14, 2025 Q1 2025 |
77,152
shares
|
$23.4 Million
3.92% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
77,077
shares
|
$23.3 Million
0.82% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
77,045
shares
|
$23.3 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
|
$23.3 Million
1.48% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
76,516
shares
|
$23.2 Million
2.84% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
75,902
shares
|
$23 Million
2.2% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
75,875
shares
|
$23 Million
1.05% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
75,000
shares
|
$22.7 Million
0.7% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
74,907
shares
|
$22.7 Million
0.69% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
74,443
shares
|
$22.5 Million
1.34% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
May 15, 2025 Q1 2025 |
74,420
shares
|
$22.5 Million
5.81% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
74,418
shares
|
$22.5 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
73,687
shares
|
$22.3 Million
0.96% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
May 14, 2025 Q1 2025 |
73,672
shares
|
$22.3 Million
0.42% of portfolio
|
Q1 2025
Added 54.75%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
73,534
shares
|
$22.3 Million
0.59% of portfolio
|
Q1 2025
Reduced 51.14%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
73,138
shares
|
$22.2 Million
0.52% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
72,552
shares
|
$22 Million
1.14% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
72,401
shares
|
$21.9 Million
0.93% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
72,374
shares
|
$21.9 Million
0.98% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Port Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
72,132
shares
|
$21.8 Million
2.08% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
71,940
shares
|
$21.8 Million
1.17% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
71,862
shares
|
$21.8 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.71%
|