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 |
|---|---|---|---|---|---|
|
Jlb & Associates Inc
|
Apr 17, 2025 Q1 2025 |
37,251
shares
|
$11.3 Million
2.93% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
37,217
shares
|
$11.3 Million
0.83% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
37,146
shares
|
$11.3 Million
1.1% of portfolio
|
Q1 2025
Added 16.98%
|
|
|
Private Capital Advisors, Inc.
|
May 01, 2025 Q1 2025 |
37,077
shares
|
$11.2 Million
2.36% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
36,920
shares
|
$11.2 Million
1.49% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
36,915
shares
|
$11.2 Million
1.81% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
36,450
shares
|
$11 Million
0.51% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
S&Co Inc
Boston, MA |
May 08, 2025 Q1 2025 |
36,171
shares
|
$11 Million
1.27% of portfolio
|
Q1 2025
Added 27.54%
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
36,118
shares
|
$10.9 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
36,061
shares
|
$10.9 Million
0.01% of portfolio
|
Q1 2025
Added 19.85%
|
|
|
Pfm Health Sciences, LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
35,904
shares
|
$10.9 Million
1.51% of portfolio
|
Q1 2025
Reduced 52.5%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Apr 30, 2025 Q1 2025 |
35,609
shares
|
$10.8 Million
0.29% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Violich Capital Management, Inc.
|
May 02, 2025 Q1 2025 |
35,590
shares
|
$10.8 Million
2.51% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
35,297
shares
|
$10.7 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
35,124
shares
|
$10.6 Million
0.77% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
34,553
shares
|
$10.5 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
May 15, 2025 Q1 2025 |
34,500
shares
|
$10.5 Million
0.33% of portfolio
|
Q1 2025
Added 1089.66%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
34,426
shares
|
$10.4 Million
1.52% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
34,377
shares
|
$10.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
34,291
shares
|
$10.4 Million
0.43% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
34,253
shares
|
$10.4 Million
0.61% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
34,126
shares
|
$10.3 Million
6.58% of portfolio
|
Q4 2023
Reduced 21.6%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
33,921
shares
|
$10.3 Million
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
Waycross Partners, LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
33,795
shares
|
$10.2 Million
1.99% of portfolio
|
Q1 2025
Added 21.59%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
33,651
shares
|
$10.2 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.32%
|