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 |
|---|---|---|---|---|---|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
43,103
shares
|
$13.1 Million
0.98% of portfolio
|
Q1 2025
Reduced 14.99%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
43,020
shares
|
$13 Million
0.81% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
First American Bank
Dundee, IL |
Apr 22, 2025 Q1 2025 |
42,768
shares
|
$13 Million
1.66% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Owl Creek Asset Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
42,754
shares
|
$13 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
42,702
shares
|
$12.9 Million
10.04% of portfolio
|
Q3 2022
Reduced 0.11%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
42,486
shares
|
$12.9 Million
0.18% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
May 15, 2025 Q1 2025 |
42,260
shares
|
$12.8 Million
1.36% of portfolio
|
Q1 2025
Added 64.45%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
42,198
shares
|
$12.8 Million
3.33% of portfolio
|
Q3 2022
Reduced 1.48%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
42,182
shares
|
$12.8 Million
0.44% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
42,132
shares
|
$12.8 Million
0.93% of portfolio
|
Q1 2025
Added 15.73%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
41,909
shares
|
$12.7 Million
0.09% of portfolio
|
Q1 2025
Reduced 54.94%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
41,767
shares
|
$12.7 Million
0.8% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
41,747
shares
|
$12.6 Million
0.2% of portfolio
|
Q1 2025
Reduced 61.07%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
41,348
shares
|
$12.5 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
41,332
shares
|
$12.5 Million
0.28% of portfolio
|
Q1 2025
Reduced 16.16%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
41,274
shares
|
$12.5 Million
0.9% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
41,210
shares
|
$12.5 Million
0.66% of portfolio
|
Q1 2025
Reduced 24.87%
|
|
|
Lgt Fund Management CO Ltd.
|
May 13, 2025 Q1 2025 |
41,189
shares
|
$12.5 Million
2.02% of portfolio
|
Q1 2025
Added 13.31%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
41,062
shares
|
$12.4 Million
2.1% of portfolio
|
Q2 2025
Added 79.22%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
41,008
shares
|
$12.4 Million
1.52% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
40,443
shares
|
$12.3 Million
0.36% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Braun Stacey Associates Inc
|
Apr 29, 2025 Q1 2025 |
40,384
shares
|
$12.2 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Lgt Capital Partners Ltd.
|
May 09, 2025 Q1 2025 |
40,147
shares
|
$12.2 Million
0.96% of portfolio
|
Q1 2025
Reduced 28.35%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
May 15, 2025 Q1 2025 |
40,104
shares
|
$12.1 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
40,043
shares
|
$12.1 Million
10.78% of portfolio
|
Q1 2025
Reduced 0.47%
|