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 |
|---|---|---|---|---|---|
|
Pfm Health Sciences, LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
34,623
shares
|
$12 Million
1.03% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Payden & Rygel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
34,600
shares
|
$12 Million
0.89% of portfolio
|
Q2 2025
Added 51.89%
|
|
|
Capital International Sarl
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
34,597
shares
|
$12 Million
0.22% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
34,426
shares
|
$12 Million
1.52% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
34,238
shares
|
$11.9 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
34,211
shares
|
$11.9 Million
0.66% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
34,132
shares
|
$11.9 Million
0.56% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
34,126
shares
|
$11.9 Million
6.58% of portfolio
|
Q4 2023
Reduced 21.6%
|
|
|
Blackstone Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
33,755
shares
|
$11.7 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
33,418
shares
|
$11.6 Million
0.69% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Aug 08, 2025 Q2 2025 |
33,216
shares
|
$11.6 Million
0.21% of portfolio
|
Q1 2024
Reduced 22.57%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
33,205
shares
|
$11.6 Million
1.51% of portfolio
|
Q2 2025
Added 100.5%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
33,063
shares
|
$11.5 Million
0.19% of portfolio
|
Q2 2025
Reduced 82.46%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
33,040
shares
|
$11.5 Million
0.35% of portfolio
|
Q2 2025
Added 39.36%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
32,836
shares
|
$11.4 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
Aug 14, 2025 Q2 2025 |
32,500
shares
|
$11.3 Million
9.25% of portfolio
|
Q2 2025
New holding
|
|
|
Avidity Partners Management LP
Dallas, TX |
Aug 14, 2025 Q2 2025 |
32,000
shares
|
$11.1 Million
2.7% of portfolio
|
Q2 2025
Reduced 36.63%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
31,961
shares
|
$11.1 Million
0.51% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
31,931
shares
|
$11.1 Million
0.4% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
31,813
shares
|
$11.1 Million
0.04% of portfolio
|
Q2 2025
Added 105.55%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
31,787
shares
|
$11.1 Million
0.87% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
31,684
shares
|
$11 Million
0.04% of portfolio
|
Q2 2025
Reduced 73.1%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
31,569
shares
|
$11 Million
0.84% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Stewart Asset Management, LLC
|
Feb 08, 2023 Q4 2022 |
31,566
shares
|
$11 Million
12.83% of portfolio
|
Q4 2022
Reduced 9.42%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
31,451
shares
|
$10.9 Million
0.63% of portfolio
|
Q1 2023
Added 5.95%
|