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 |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
60,122
shares
|
$18.2 Million
0.4% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
60,118
shares
|
$18.2 Million
0.47% of portfolio
|
Q2 2023
Added 5.68%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
59,795
shares
|
$18.1 Million
0.56% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
59,444
shares
|
$18 Million
0.58% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
59,014
shares
|
$17.9 Million
1.21% of portfolio
|
Q3 2023
Added 8.84%
|
|
|
River Road Asset Management, LLC
|
May 13, 2025 Q1 2025 |
58,770
shares
|
$17.8 Million
0.44% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
58,738
shares
|
$17.8 Million
0.88% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
58,225
shares
|
$17.6 Million
2.89% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
58,093
shares
|
$17.6 Million
0.45% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
58,033
shares
|
$17.6 Million
0.81% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
57,626
shares
|
$17.5 Million
2.22% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
57,518
shares
|
$17.4 Million
1.15% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
57,323
shares
|
$17.4 Million
1.15% of portfolio
|
Q1 2023
Reduced 1.71%
|
|
|
Bamco Inc
New York, NY |
May 15, 2025 Q1 2025 |
56,890
shares
|
$17.2 Million
0.09% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
56,263
shares
|
$17 Million
0.94% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Hartford Investment Management CO
|
May 08, 2025 Q1 2025 |
56,162
shares
|
$17 Million
1.04% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
56,155
shares
|
$17 Million
3.02% of portfolio
|
Q1 2025
Added 580.83%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
55,986
shares
|
$17 Million
0.8% of portfolio
|
Q1 2024
Added 55.52%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
55,960
shares
|
$17 Million
1.19% of portfolio
|
Q1 2025
Added 27.15%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
55,876
shares
|
$16.9 Million
1.39% of portfolio
|
Q1 2025
Reduced 18.01%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
55,574
shares
|
$16.8 Million
0.63% of portfolio
|
Q1 2024
Reduced 62.29%
|
|
|
Aegon Asset Management Uk PLC
|
Apr 10, 2025 Q1 2025 |
55,173
shares
|
$16.7 Million
0.42% of portfolio
|
Q1 2025
Reduced 55.64%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
May 14, 2025 Q1 2025 |
55,000
shares
|
$16.7 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
54,716
shares
|
$16.6 Million
2.53% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Campbell Newman Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
54,647
shares
|
$16.6 Million
2.57% of portfolio
|
Q1 2025
Added 0.16%
|