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 |
|---|---|---|---|---|---|
|
Black Barn Capital Partners LP
New York, NY |
May 14, 2025 Q1 2025 |
66,000
shares
|
$20 Million
2.24% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
May 05, 2025 Q1 2025 |
65,092
shares
|
$19.7 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
64,877
shares
|
$19.7 Million
2.75% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
64,813
shares
|
$19.6 Million
0.53% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
64,780
shares
|
$19.6 Million
0.29% of portfolio
|
Q1 2025
Added 24.61%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
64,600
shares
|
$19.6 Million
0.61% of portfolio
|
Q2 2025
Added 23.74%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
63,896
shares
|
$19.4 Million
5.03% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
63,606
shares
|
$19.3 Million
0.34% of portfolio
|
Q1 2025
Added 18.16%
|
|
|
Tpi Fund Managers LTD
|
Aug 08, 2022 Q2 2022 |
63,406
shares
|
$19.2 Million
5.46% of portfolio
|
Q2 2022
Reduced 15.34%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
63,307
shares
|
$19.2 Million
0.78% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
62,932
shares
|
$19.1 Million
0.2% of portfolio
|
Q2 2023
Reduced 43.04%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
62,882
shares
|
$19 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
62,814
shares
|
$19 Million
1.03% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
May 15, 2025 Q1 2025 |
62,718
shares
|
$19 Million
3.87% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
62,563
shares
|
$19 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
62,543
shares
|
$18.9 Million
0.82% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
62,252
shares
|
$18.9 Million
1.85% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
62,002
shares
|
$18.8 Million
1.24% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
61,680
shares
|
$18.7 Million
1.14% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
May 06, 2025 Q1 2025 |
61,555
shares
|
$18.6 Million
2.4% of portfolio
|
Q1 2025
Added 19.82%
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
61,442
shares
|
$18.6 Million
1.52% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
61,438
shares
|
$18.6 Million
1.04% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
60,895
shares
|
$18.4 Million
0.92% of portfolio
|
Q3 2022
Reduced 3.56%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
60,646
shares
|
$18.4 Million
0.36% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
60,538
shares
|
$18.3 Million
2.92% of portfolio
|
Q1 2025
New holding
|