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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
67,586
shares
|
$27.8 Million
0.03% of portfolio
|
Q4 2024
Added 42.06%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
67,532
shares
|
$27.8 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
67,292
shares
|
$27.7 Million
1.15% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
66,916
shares
|
$27.5 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Dje Kapital Ag
82049 Pullach, 2M |
Feb 06, 2025 Q4 2024 |
66,702
shares
|
$27.4 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
66,565
shares
|
$27.4 Million
1.26% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
66,429
shares
|
$27.3 Million
0.5% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
66,381
shares
|
$27.3 Million
2.41% of portfolio
|
Q3 2022
Added 1.59%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
66,184
shares
|
$27.2 Million
0.43% of portfolio
|
Q1 2025
Reduced 52.53%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
66,094
shares
|
$27.2 Million
3.24% of portfolio
|
Q4 2024
Added 35.0%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
65,814
shares
|
$27.1 Million
1.47% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Feb 04, 2025 Q4 2024 |
65,171
shares
|
$26.8 Million
0.66% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
64,877
shares
|
$26.7 Million
2.75% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
Auxier Asset Management
Aurora, OR |
Feb 19, 2025 Q4 2024 |
64,816
shares
|
$26.7 Million
5.11% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Feb 14, 2025 Q4 2024 |
64,359
shares
|
$26.5 Million
3.75% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
64,282
shares
|
$26.4 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Altra Vue Capital, LLC
Bellevue, WA |
Feb 12, 2025 Q4 2024 |
64,130
shares
|
$26.4 Million
3.11% of portfolio
|
Q1 2024
Added 5.32%
|
|
|
Parsifal Capital Management, LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
63,900
shares
|
$26.3 Million
3.51% of portfolio
|
Q4 2024
Added 76.52%
|
|
|
Tpi Fund Managers LTD
|
Aug 08, 2022 Q2 2022 |
63,406
shares
|
$26.1 Million
5.46% of portfolio
|
Q2 2022
Reduced 15.34%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
62,932
shares
|
$25.9 Million
0.2% of portfolio
|
Q2 2023
Reduced 43.04%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
62,896
shares
|
$25.9 Million
0.72% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
62,814
shares
|
$25.8 Million
1.03% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
62,252
shares
|
$25.6 Million
1.85% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
River Road Asset Management, LLC
|
Feb 07, 2025 Q4 2024 |
62,224
shares
|
$25.6 Million
0.44% of portfolio
|
Q4 2024
Added 49.34%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
61,438
shares
|
$25.3 Million
1.04% of portfolio
|
Q1 2025
Reduced 0.95%
|