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 |
|---|---|---|---|---|---|
|
Avidity Partners Management LP
Dallas, TX |
May 15, 2025 Q1 2025 |
50,500
shares
|
$14.9 Million
5.95% of portfolio
|
Q1 2025
Reduced 15.83%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
50,415
shares
|
$14.9 Million
1.01% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
50,243
shares
|
$14.9 Million
0.33% of portfolio
|
Q1 2025
Added 144.83%
|
|
|
Parkman Healthcare Partners LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
50,213
shares
|
$14.8 Million
3.42% of portfolio
|
Q1 2025
Added 151.07%
|
|
|
Cohen Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
49,942
shares
|
$14.8 Million
4.59% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
49,640
shares
|
$14.7 Million
1.18% of portfolio
|
Q1 2025
Reduced 45.7%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
49,500
shares
|
$14.6 Million
0.53% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
49,180
shares
|
$14.5 Million
0.53% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
49,019
shares
|
$14.5 Million
0.63% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
48,928
shares
|
$14.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 93.85%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
48,773
shares
|
$14.4 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
48,746
shares
|
$14.4 Million
0.46% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
48,715
shares
|
$14.4 Million
0.49% of portfolio
|
Q1 2025
Reduced 28.99%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
48,639
shares
|
$14.4 Million
3.89% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
May 12, 2025 Q1 2025 |
48,519
shares
|
$14.3 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Arnhold LLC
|
May 14, 2025 Q1 2025 |
48,063
shares
|
$14.2 Million
2.68% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Lgt Group Foundation
|
May 13, 2025 Q1 2025 |
47,981
shares
|
$14.2 Million
0.35% of portfolio
|
Q1 2025
Added 62.71%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
47,939
shares
|
$14.2 Million
0.78% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
47,801
shares
|
$14.1 Million
0.45% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
47,757
shares
|
$14.1 Million
2.12% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
47,611
shares
|
$14.1 Million
0.24% of portfolio
|
Q1 2025
Reduced 42.15%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
47,460
shares
|
$14 Million
2.61% of portfolio
|
Q1 2025
Added 29.3%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
47,312
shares
|
$14 Million
0.67% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Hardman Johnston Global Advisors LLC
|
May 15, 2025 Q1 2025 |
47,216
shares
|
$14 Million
1.26% of portfolio
|
Q1 2025
Reduced 34.3%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
47,074
shares
|
$13.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 35.76%
|