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 |
|---|---|---|---|---|---|
|
Railway Pension Investments LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
38,956
shares
|
$13.6 Million
0.17% of portfolio
|
Q1 2025
Reduced 49.05%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
38,941
shares
|
$13.5 Million
0.48% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
38,790
shares
|
$13.5 Million
3.29% of portfolio
|
Q2 2025
New holding
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
38,733
shares
|
$13.5 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
38,313
shares
|
$13.3 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
38,282
shares
|
$13.3 Million
0.27% of portfolio
|
Q2 2025
Added 16.04%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
38,054
shares
|
$13.2 Million
2.83% of portfolio
|
Q1 2024
Added 1.59%
|
|
|
Private Capital Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
37,685
shares
|
$13.1 Million
1.46% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
37,613
shares
|
$13.1 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
37,505
shares
|
$13 Million
0.22% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Aug 05, 2025 Q2 2025 |
37,444
shares
|
$13 Million
0.36% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Jlb & Associates Inc
|
Jul 17, 2025 Q2 2025 |
37,124
shares
|
$12.9 Million
1.72% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Hendershot Investments Inc.
|
Aug 13, 2025 Q2 2025 |
37,066
shares
|
$12.9 Million
1.58% of portfolio
|
Q2 2025
Reduced 17.33%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
36,711
shares
|
$12.8 Million
0.36% of portfolio
|
Q2 2025
Added 95.8%
|
|
|
Harber Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
36,485
shares
|
$12.7 Million
3.94% of portfolio
|
Q2 2025
New holding
|
|
|
First Eagle Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
35,893
shares
|
$12.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
35,577
shares
|
$12.4 Million
0.42% of portfolio
|
Q2 2025
Added 16.17%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
35,558
shares
|
$12.4 Million
0.49% of portfolio
|
Q2 2025
Added 22.15%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
35,211
shares
|
$12.2 Million
0.43% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
35,062
shares
|
$12.2 Million
1.7% of portfolio
|
Q2 2025
Added 38.55%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
35,051
shares
|
$12.2 Million
0.14% of portfolio
|
Q2 2025
Reduced 15.2%
|
|
|
Elwood Capital Partners LP
New York, NY |
Aug 14, 2025 Q2 2025 |
35,028
shares
|
$12.2 Million
8.41% of portfolio
|
Q2 2025
Added 86.23%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
34,971
shares
|
$12.2 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
34,763
shares
|
$12.1 Million
0.58% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
34,625
shares
|
$12 Million
0.15% of portfolio
|
Q2 2025
Added 0.72%
|