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 3,915 institutions that hold shares in the stock, with a total of 785 Million shares, which have been reported (via 13F filing form) to have a value of $224 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
39,810
shares
|
$11.4 Million
0.27% of portfolio
|
Q1 2025
Reduced 25.87%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
39,780
shares
|
$11.3 Million
1.88% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
39,658
shares
|
$11.3 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
First Eagle Investment Management, LLC
|
May 12, 2025 Q1 2025 |
39,619
shares
|
$11.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
May 13, 2025 Q1 2025 |
39,548
shares
|
$11.3 Million
1.73% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
39,111
shares
|
$11.2 Million
0.44% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
39,056
shares
|
$11.1 Million
0.1% of portfolio
|
Q1 2025
Added 59.74%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
39,031
shares
|
$11.1 Million
0.35% of portfolio
|
Q2 2024
Added 4.75%
|
|
|
Railway Pension Investments LTD
London, X0 |
May 12, 2025 Q1 2025 |
38,956
shares
|
$11.1 Million
0.29% of portfolio
|
Q1 2025
Reduced 49.05%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
38,941
shares
|
$11.1 Million
0.48% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
38,740
shares
|
$11 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
38,733
shares
|
$11 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
38,708
shares
|
$11 Million
1.37% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
38,677
shares
|
$11 Million
0.83% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
38,519
shares
|
$11 Million
3.08% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
38,054
shares
|
$10.9 Million
2.83% of portfolio
|
Q1 2024
Added 1.59%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
37,613
shares
|
$10.7 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
37,571
shares
|
$10.7 Million
0.82% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
37,460
shares
|
$10.7 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
37,373
shares
|
$10.7 Million
0.3% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
37,352
shares
|
$10.7 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
37,288
shares
|
$10.6 Million
0.65% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Capital International Sarl
Los Angeles, CA |
May 12, 2025 Q1 2025 |
37,264
shares
|
$10.6 Million
0.46% of portfolio
|
Q1 2025
Added 27.95%
|
|
|
Jlb & Associates Inc
|
Jul 17, 2025 Q2 2025 |
37,124
shares
|
$10.6 Million
1.72% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Private Capital Advisors, Inc.
|
May 01, 2025 Q1 2025 |
37,077
shares
|
$10.6 Million
2.36% of portfolio
|
Q1 2025
Reduced 2.27%
|