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 |
|---|---|---|---|---|---|
|
Fred Alger Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
33,551
shares
|
$10.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
33,457
shares
|
$10.1 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
|
$10.1 Million
1.47% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
33,298
shares
|
$10.1 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
|
$10.1 Million
19.28% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
33,063
shares
|
$10 Million
0.19% of portfolio
|
Q2 2025
Reduced 82.46%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
32,990
shares
|
$9.99 Million
0.43% of portfolio
|
Q1 2025
Reduced 39.76%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
32,947
shares
|
$9.98 Million
0.77% of portfolio
|
Q1 2025
Added 24.11%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
32,870
shares
|
$9.96 Million
1.16% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
32,862
shares
|
$9.95 Million
0.21% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
32,848
shares
|
$9.95 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
32,836
shares
|
$9.95 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
32,729
shares
|
$9.91 Million
0.89% of portfolio
|
Q1 2025
Reduced 18.53%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
32,509
shares
|
$9.85 Million
0.39% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
32,375
shares
|
$9.81 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
32,230
shares
|
$9.76 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
32,174
shares
|
$9.75 Million
1.04% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
32,059
shares
|
$9.71 Million
0.86% of portfolio
|
Q1 2025
Added 70.01%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
31,872
shares
|
$9.65 Million
0.5% of portfolio
|
Q1 2025
Added 15.98%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
31,808
shares
|
$9.63 Million
1.16% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
31,787
shares
|
$9.63 Million
0.87% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
31,726
shares
|
$9.61 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Raub Brock Capital Management LP
|
Apr 16, 2025 Q1 2025 |
31,592
shares
|
$9.57 Million
3.75% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Stewart Asset Management, LLC
|
Feb 08, 2023 Q4 2022 |
31,566
shares
|
$9.56 Million
12.83% of portfolio
|
Q4 2022
Reduced 9.42%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
31,451
shares
|
$9.53 Million
0.63% of portfolio
|
Q1 2023
Added 5.95%
|