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 |
|---|---|---|---|---|---|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Jun 06, 2025 Q1 2025 |
46,400
shares
|
$14.1 Million
2.5% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
46,377
shares
|
$14 Million
0.18% of portfolio
|
Q1 2025
Added 19.54%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
46,333
shares
|
$14 Million
2.15% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
46,306
shares
|
$14 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
46,289
shares
|
$14 Million
0.19% of portfolio
|
Q1 2025
Added 85.79%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
46,285
shares
|
$14 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
46,038
shares
|
$13.9 Million
0.48% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
45,934
shares
|
$13.9 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
45,837
shares
|
$13.9 Million
0.66% of portfolio
|
Q4 2023
Reduced 4.31%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
45,657
shares
|
$13.8 Million
0.61% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
45,632
shares
|
$13.8 Million
1.41% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
45,604
shares
|
$13.8 Million
0.72% of portfolio
|
Q1 2025
Reduced 91.3%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
May 13, 2025 Q1 2025 |
45,200
shares
|
$13.7 Million
0.4% of portfolio
|
Q1 2025
Added 9.18%
|
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
44,837
shares
|
$13.6 Million
3.26% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
44,714
shares
|
$13.5 Million
0.72% of portfolio
|
Q4 2022
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
44,619
shares
|
$13.5 Million
1.28% of portfolio
|
Q1 2025
Added 14.27%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
44,365
shares
|
$13.4 Million
5.98% of portfolio
|
Q1 2025
Added 47.42%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
44,179
shares
|
$13.4 Million
0.22% of portfolio
|
Q2 2025
Reduced 49.28%
|
|
|
Oak Ridge Investments LLC
|
May 13, 2025 Q1 2025 |
44,071
shares
|
$13.3 Million
1.96% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
43,709
shares
|
$13.2 Million
0.34% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
43,558
shares
|
$13.2 Million
0.89% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
43,501
shares
|
$13.2 Million
0.59% of portfolio
|
Q1 2025
Reduced 42.42%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
43,292
shares
|
$13.1 Million
2.62% of portfolio
|
Q3 2023
Reduced 1.78%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
43,291
shares
|
$13.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
43,108
shares
|
$13.1 Million
0.55% of portfolio
|
Q1 2025
Reduced 13.23%
|