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 |
|---|---|---|---|---|---|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
36,915
shares
|
$10.5 Million
1.81% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
36,711
shares
|
$10.5 Million
0.36% of portfolio
|
Q2 2025
Added 95.8%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
36,450
shares
|
$10.4 Million
0.51% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
S&Co Inc
Boston, MA |
May 08, 2025 Q1 2025 |
36,171
shares
|
$10.3 Million
1.27% of portfolio
|
Q1 2025
Added 27.54%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
36,061
shares
|
$10.3 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
|
$10.2 Million
1.51% of portfolio
|
Q1 2025
Reduced 52.5%
|
|
|
Violich Capital Management, Inc.
|
May 02, 2025 Q1 2025 |
35,590
shares
|
$10.1 Million
2.51% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
35,297
shares
|
$10.1 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
35,124
shares
|
$10 Million
0.77% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
May 15, 2025 Q1 2025 |
34,500
shares
|
$9.84 Million
0.33% of portfolio
|
Q1 2025
Added 1089.66%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
34,426
shares
|
$9.82 Million
1.52% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
34,377
shares
|
$9.8 Million
0.28% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
34,291
shares
|
$9.78 Million
0.43% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
34,253
shares
|
$9.77 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
|
$9.73 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
|
$9.67 Million
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
33,651
shares
|
$9.59 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Fred Alger Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
33,551
shares
|
$9.57 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
33,457
shares
|
$9.54 Million
0.35% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
33,452
shares
|
$9.54 Million
1.47% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
33,418
shares
|
$9.53 Million
0.69% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
33,298
shares
|
$9.49 Million
0.4% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
33,273
shares
|
$9.49 Million
19.28% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
33,063
shares
|
$9.43 Million
0.19% of portfolio
|
Q2 2025
Reduced 82.46%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
32,990
shares
|
$9.41 Million
0.43% of portfolio
|
Q1 2025
Reduced 39.76%
|