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 |
|---|---|---|---|---|---|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
60,118
shares
|
$20.9 Million
0.47% of portfolio
|
Q2 2023
Added 5.68%
|
|
|
Park West Asset Management LLC
Larkspur, CA |
Aug 14, 2025 Q2 2025 |
59,915
shares
|
$20.8 Million
1.67% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Illinois Municipal Retirement Fund
|
Aug 07, 2025 Q2 2025 |
59,185
shares
|
$20.6 Million
0.26% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
59,014
shares
|
$20.5 Million
1.21% of portfolio
|
Q3 2023
Added 8.84%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
58,951
shares
|
$20.5 Million
0.55% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
58,667
shares
|
$20.4 Million
0.31% of portfolio
|
Q2 2025
Added 26.75%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
58,146
shares
|
$20.2 Million
0.37% of portfolio
|
Q2 2025
Added 18.23%
|
|
|
Boone Capital Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
58,112
shares
|
$20.2 Million
7.77% of portfolio
|
Q2 2025
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
57,839
shares
|
$20.1 Million
0.18% of portfolio
|
Q2 2025
Reduced 86.39%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
57,323
shares
|
$19.9 Million
0.64% of portfolio
|
Q1 2023
Reduced 1.71%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
57,099
shares
|
$19.9 Million
0.46% of portfolio
|
Q2 2025
Added 31.09%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
56,801
shares
|
$19.8 Million
0.13% of portfolio
|
Q2 2025
Added 33.69%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
56,777
shares
|
$19.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 33.26%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
56,594
shares
|
$19.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 41.43%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
56,542
shares
|
$19.7 Million
0.24% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
56,504
shares
|
$19.7 Million
0.54% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
56,390
shares
|
$19.6 Million
3.32% of portfolio
|
Q2 2025
Added 374.98%
|
|
|
Mig Capital, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
55,961
shares
|
$19.5 Million
1.94% of portfolio
|
Q2 2025
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
55,949
shares
|
$19.5 Million
0.05% of portfolio
|
Q2 2025
Added 306.78%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
55,927
shares
|
$19.5 Million
0.63% of portfolio
|
Q2 2025
Reduced 27.54%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
55,654
shares
|
$19.4 Million
1.46% of portfolio
|
Q2 2025
Added 50.76%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
55,651
shares
|
$19.4 Million
0.3% of portfolio
|
Q2 2025
Added 66.34%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
55,574
shares
|
$19.3 Million
0.63% of portfolio
|
Q1 2024
Reduced 62.29%
|
|
|
683 Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
55,500
shares
|
$19.3 Million
1.36% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
55,416
shares
|
$19.3 Million
0.22% of portfolio
|
Q2 2025
Reduced 25.53%
|