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 |
|---|---|---|---|---|---|
|
Polaris Capital Management, LLC
Boston, MA |
Jul 21, 2025 Q2 2025 |
50,512
shares
|
$17.6 Million
1.18% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Rock Springs Capital Management LP
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
50,500
shares
|
$17.6 Million
1.07% of portfolio
|
Q2 2025
Reduced 49.75%
|
|
|
Cohen Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
50,417
shares
|
$17.5 Million
2.6% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
50,415
shares
|
$17.5 Million
1.01% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
50,378
shares
|
$17.5 Million
1.11% of portfolio
|
Q2 2025
Added 36.45%
|
|
|
Mill Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
50,307
shares
|
$17.5 Million
1.3% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
50,223
shares
|
$17.5 Million
0.37% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
49,555
shares
|
$17.2 Million
0.5% of portfolio
|
Q2 2025
Added 806.77%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
49,525
shares
|
$17.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 77.5%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
49,479
shares
|
$17.2 Million
0.65% of portfolio
|
Q2 2025
Added 32.95%
|
|
|
Braidwell LP
Stamford, CT |
Aug 14, 2025 Q2 2025 |
49,400
shares
|
$17.2 Million
0.94% of portfolio
|
Q2 2025
New holding
|
|
|
Torray LLC
|
Aug 05, 2025 Q2 2025 |
49,337
shares
|
$17.2 Million
2.33% of portfolio
|
Q2 2025
Added 126.34%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
48,952
shares
|
$17 Million
0.12% of portfolio
|
Q2 2025
Reduced 24.43%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
48,746
shares
|
$17 Million
0.46% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
48,702
shares
|
$16.9 Million
3.56% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
48,377
shares
|
$16.8 Million
2.15% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Callahan Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
48,213
shares
|
$16.8 Million
1.41% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Lakewood Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
48,000
shares
|
$16.7 Million
1.21% of portfolio
|
Q2 2025
New holding
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
47,900
shares
|
$16.7 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
47,880
shares
|
$16.7 Million
0.25% of portfolio
|
Q2 2025
Reduced 19.93%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
47,616
shares
|
$16.6 Million
0.23% of portfolio
|
Q2 2025
Added 17.74%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
47,428
shares
|
$16.5 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Aug 07, 2025 Q2 2025 |
47,284
shares
|
$16.4 Million
1.07% of portfolio
|
Q2 2025
Added 2488.07%
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
47,055
shares
|
$16.4 Million
0.52% of portfolio
|
Q2 2025
Reduced 10.92%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
46,819
shares
|
$16.3 Million
0.76% of portfolio
|
Q2 2025
Added 238.04%
|