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 |
|---|---|---|---|---|---|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
31,423
shares
|
$10.9 Million
0.36% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
31,195
shares
|
$10.9 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Gam Holding Ag
|
Aug 04, 2025 Q2 2025 |
31,176
shares
|
$10.8 Million
0.74% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
31,078
shares
|
$10.8 Million
0.38% of portfolio
|
Q2 2025
Reduced 17.28%
|
|
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 13, 2025 Q2 2025 |
31,041
shares
|
$10.8 Million
0.79% of portfolio
|
Q2 2025
Added 384.41%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
31,037
shares
|
$10.8 Million
3.5% of portfolio
|
Q2 2025
Added 297.81%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
30,913
shares
|
$10.8 Million
0.58% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
30,813
shares
|
$10.7 Million
0.18% of portfolio
|
Q2 2025
Added 18.42%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,610
shares
|
$10.6 Million
0.66% of portfolio
|
Q2 2020
Added 8.14%
|
|
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
Aug 13, 2025 Q2 2025 |
30,430
shares
|
$10.6 Million
1.24% of portfolio
|
Q2 2025
Reduced 60.7%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
30,371
shares
|
$10.6 Million
0.22% of portfolio
|
Q2 2025
Reduced 73.46%
|
|
|
Investment House LLC
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
30,236
shares
|
$10.5 Million
0.5% of portfolio
|
Q2 2025
Added 225.99%
|
|
|
Bright Rock Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
30,000
shares
|
$10.4 Million
1.99% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
29,948
shares
|
$10.4 Million
0.73% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
29,866
shares
|
$10.4 Million
0.18% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Fred Alger Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
29,634
shares
|
$10.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
29,605
shares
|
$10.3 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
29,602
shares
|
$10.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 57.53%
|
|
|
Violich Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
29,600
shares
|
$10.3 Million
1.33% of portfolio
|
Q2 2025
Reduced 16.83%
|
|
|
Dividend Assets Capital, LLC
|
Aug 14, 2025 Q2 2025 |
29,563
shares
|
$10.3 Million
1.69% of portfolio
|
Q2 2025
Added 21.47%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
29,515
shares
|
$10.3 Million
1.99% of portfolio
|
Q2 2025
Added 127.95%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
29,504
shares
|
$10.3 Million
1.84% of portfolio
|
Q4 2022
Reduced 2.98%
|
|
|
Scharf Investments, LLC
|
Jul 14, 2025 Q2 2025 |
29,465
shares
|
$10.3 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
29,399
shares
|
$10.2 Million
5.25% of portfolio
|
Q1 2024
New holding
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
29,170
shares
|
$10.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 24.7%
|