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 |
|---|---|---|---|---|---|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
71,755
shares
|
$21.7 Million
1.67% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
71,100
shares
|
$21.5 Million
0.9% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
71,033
shares
|
$21.5 Million
4.3% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Penn Davis Mcfarland Inc
|
Apr 23, 2025 Q1 2025 |
70,685
shares
|
$21.4 Million
4.46% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Park West Asset Management LLC
Larkspur, CA |
May 15, 2025 Q1 2025 |
70,450
shares
|
$21.3 Million
3.35% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
70,053
shares
|
$21.2 Million
0.74% of portfolio
|
Q4 2022
Reduced 3.28%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
May 15, 2025 Q1 2025 |
70,000
shares
|
$21.2 Million
0.16% of portfolio
|
Q1 2025
Added 21.1%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
69,695
shares
|
$21.1 Million
0.32% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
69,520
shares
|
$21.1 Million
0.23% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
69,475
shares
|
$21 Million
0.97% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
May 13, 2025 Q1 2025 |
69,143
shares
|
$20.9 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Maple Capital Management, Inc.
|
Jun 16, 2025 Q1 2025 |
68,861
shares
|
$20.9 Million
2.78% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
68,541
shares
|
$20.8 Million
3.74% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
68,040
shares
|
$20.6 Million
0.87% of portfolio
|
Q1 2025
Reduced 47.1%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
67,879
shares
|
$20.6 Million
1.17% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
67,611
shares
|
$20.5 Million
3.02% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
67,292
shares
|
$20.4 Million
1.15% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
May 14, 2025 Q1 2025 |
66,871
shares
|
$20.3 Million
0.27% of portfolio
|
Q1 2025
Reduced 34.94%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
66,616
shares
|
$20.2 Million
0.66% of portfolio
|
Q1 2025
Added 37.76%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
66,381
shares
|
$20.1 Million
2.41% of portfolio
|
Q3 2022
Added 1.59%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
66,366
shares
|
$20.1 Million
0.39% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
66,315
shares
|
$20.1 Million
0.36% of portfolio
|
Q1 2025
Reduced 31.38%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
66,184
shares
|
$20 Million
0.43% of portfolio
|
Q1 2025
Reduced 52.53%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
66,109
shares
|
$20 Million
0.51% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Solel Partners LP
Boston, MA |
May 15, 2025 Q1 2025 |
66,100
shares
|
$20 Million
6.41% of portfolio
|
Q1 2025
New holding
|