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 4,078 institutions that hold shares in the stock, with a total of 796 Million shares, which have been reported (via 13F filing form) to have a value of $235 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nearwater Capital Markets, LTD
New York, NY |
May 14, 2025 Q1 2025 |
55,000
shares
|
$16.3 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
54,716
shares
|
$16.2 Million
2.53% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Campbell Newman Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
54,647
shares
|
$16.2 Million
2.57% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
54,391
shares
|
$16.1 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Hemenway Trust CO LLC
|
Apr 18, 2025 Q1 2025 |
53,943
shares
|
$15.9 Million
2.47% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
52,824
shares
|
$15.6 Million
0.95% of portfolio
|
Q1 2025
Reduced 26.62%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
May 12, 2025 Q1 2025 |
52,546
shares
|
$15.5 Million
1.15% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
52,490
shares
|
$15.5 Million
0.51% of portfolio
|
Q1 2025
Added 18.83%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
52,452
shares
|
$15.5 Million
0.63% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Guardian Capital LP
Toronto, A6 |
May 14, 2025 Q1 2025 |
52,398
shares
|
$15.5 Million
1.19% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
52,290
shares
|
$15.5 Million
0.24% of portfolio
|
Q1 2025
Added 79.36%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
52,206
shares
|
$15.4 Million
0.97% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
683 Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
52,000
shares
|
$15.4 Million
2.19% of portfolio
|
Q1 2025
New holding
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
51,956
shares
|
$15.4 Million
0.31% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
51,836
shares
|
$15.3 Million
0.54% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
51,765
shares
|
$15.3 Million
0.42% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Polaris Capital Management, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
51,512
shares
|
$15.2 Million
1.77% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
51,303
shares
|
$15.2 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
51,155
shares
|
$15.1 Million
0.9% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
50,987
shares
|
$15.1 Million
0.67% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
50,979
shares
|
$15.1 Million
0.71% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Apr 25, 2025 Q1 2025 |
50,954
shares
|
$15.1 Million
5.39% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Stack Financial Management, Inc
|
May 02, 2025 Q1 2025 |
50,928
shares
|
$15.1 Million
2.37% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Apr 23, 2025 Q1 2025 |
50,800
shares
|
$15 Million
1.09% of portfolio
|
Q1 2025
Added 56.79%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
50,689
shares
|
$15 Million
1.1% of portfolio
|
Q1 2025
Reduced 5.9%
|