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 3,769 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
64,746
shares
|
$22.5 Million
0.08% of portfolio
|
Q2 2025
Reduced 34.66%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
64,600
shares
|
$22.5 Million
0.61% of portfolio
|
Q2 2025
Added 23.74%
|
|
|
Auxier Asset Management
Aurora, OR |
Aug 15, 2025 Q2 2025 |
64,552
shares
|
$22.5 Million
2.99% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
63,684
shares
|
$22.2 Million
0.97% of portfolio
|
Q2 2025
Added 42.73%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
63,601
shares
|
$22.1 Million
0.49% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
63,545
shares
|
$22.1 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
63,444
shares
|
$22.1 Million
0.49% of portfolio
|
Q2 2025
Added 13.32%
|
|
|
Tpi Fund Managers LTD
|
Aug 08, 2022 Q2 2022 |
63,406
shares
|
$22.1 Million
5.46% of portfolio
|
Q2 2022
Reduced 15.34%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
63,174
shares
|
$22 Million
0.11% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
62,932
shares
|
$21.9 Million
0.2% of portfolio
|
Q2 2023
Reduced 43.04%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
62,692
shares
|
$21.8 Million
3.48% of portfolio
|
Q2 2025
Added 23.04%
|
|
|
Groupama Asset Managment
Paris, I0 |
Aug 13, 2025 Q2 2025 |
62,679
shares
|
$21.8 Million
0.32% of portfolio
|
Q2 2025
Reduced 51.66%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
62,646
shares
|
$21.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 23.14%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
62,563
shares
|
$21.8 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
62,252
shares
|
$21.7 Million
1.85% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
61,895
shares
|
$21.5 Million
0.57% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
61,680
shares
|
$21.5 Million
1.14% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Aug 01, 2025 Q2 2025 |
61,555
shares
|
$21.4 Million
1.24% of portfolio
|
Q1 2025
Added 19.82%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Aug 14, 2025 Q2 2025 |
61,065
shares
|
$21.2 Million
0.39% of portfolio
|
Q2 2025
Added 77.0%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
61,046
shares
|
$21.2 Million
0.32% of portfolio
|
Q2 2025
Added 12.24%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
60,895
shares
|
$21.2 Million
0.92% of portfolio
|
Q3 2022
Reduced 3.56%
|
|
|
Eversept Partners, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
60,736
shares
|
$21.1 Million
1.91% of portfolio
|
Q2 2025
New holding
|
|
|
Tri Locum Partners LP
New York, NY |
Aug 14, 2025 Q2 2025 |
60,584
shares
|
$21.1 Million
6.8% of portfolio
|
Q2 2025
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
60,484
shares
|
$21 Million
0.31% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
60,431
shares
|
$21 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.35%
|