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 |
|---|---|---|---|---|---|
|
Qv Investors Inc.
|
Jul 31, 2025 Q2 2025 |
29,154
shares
|
$10.1 Million
0.89% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
29,138
shares
|
$10.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
28,939
shares
|
$10.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
28,798
shares
|
$10 Million
1.07% of portfolio
|
Q2 2025
Added 14.56%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
28,789
shares
|
$10 Million
0.5% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Aug 07, 2025 Q2 2025 |
28,602
shares
|
$9.95 Million
2.34% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
28,601
shares
|
$9.95 Million
1.11% of portfolio
|
Q3 2023
Reduced 1.93%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
28,601
shares
|
$9.95 Million
0.18% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
28,556
shares
|
$9.93 Million
0.34% of portfolio
|
Q2 2025
Added 442.58%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
28,553
shares
|
$9.93 Million
0.4% of portfolio
|
Q1 2024
Added 2.41%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
28,211
shares
|
$9.81 Million
0.39% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
28,098
shares
|
$9.78 Million
0.77% of portfolio
|
Q2 2025
Added 19.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
28,042
shares
|
$9.76 Million
0.1% of portfolio
|
Q2 2025
Reduced 44.19%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Aug 13, 2025 Q2 2025 |
27,982
shares
|
$9.73 Million
1.99% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
27,873
shares
|
$9.7 Million
0.24% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
27,864
shares
|
$9.69 Million
0.3% of portfolio
|
Q2 2025
Added 52.31%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
27,617
shares
|
$9.61 Million
0.11% of portfolio
|
Q2 2025
Reduced 42.44%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
27,541
shares
|
$9.58 Million
0.18% of portfolio
|
Q2 2025
Reduced 15.28%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
27,465
shares
|
$9.55 Million
0.7% of portfolio
|
Q2 2025
Added 30.61%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
27,344
shares
|
$9.51 Million
0.65% of portfolio
|
Q2 2025
Reduced 15.73%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
27,239
shares
|
$9.48 Million
0.32% of portfolio
|
Q2 2025
Reduced 46.26%
|
|
|
Kinsale Capital Group, Inc.
|
Aug 06, 2025 Q2 2025 |
27,181
shares
|
$9.46 Million
1.75% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
27,116
shares
|
$9.43 Million
1.01% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
27,057
shares
|
$9.41 Million
0.26% of portfolio
|
Q2 2025
Reduced 27.44%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
27,002
shares
|
$9.39 Million
1.98% of portfolio
|
Q2 2025
Added 298.14%
|