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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
31,405
shares
|
$9.51 Million
0.54% of portfolio
|
Q4 2024
Reduced 17.84%
|
|
|
Ccm Investment Advisers LLC
|
Apr 16, 2025 Q1 2025 |
31,271
shares
|
$9.47 Million
2.04% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
31,214
shares
|
$9.46 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
31,136
shares
|
$9.43 Million
0.21% of portfolio
|
Q1 2025
Added 44.34%
|
|
|
Gam Holding Ag
|
Apr 22, 2025 Q1 2025 |
31,059
shares
|
$9.41 Million
1.37% of portfolio
|
Q1 2025
Reduced 31.4%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
31,000
shares
|
$9.39 Million
0.62% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
30,992
shares
|
$9.39 Million
1.65% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
30,902
shares
|
$9.36 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
30,624
shares
|
$9.28 Million
0.72% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,610
shares
|
$9.27 Million
0.66% of portfolio
|
Q2 2020
Added 8.14%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
30,598
shares
|
$9.27 Million
0.66% of portfolio
|
Q1 2025
Reduced 15.28%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
May 15, 2025 Q1 2025 |
30,459
shares
|
$9.23 Million
1.57% of portfolio
|
Q1 2025
Reduced 34.07%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
30,449
shares
|
$9.22 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Qv Investors Inc.
|
Apr 09, 2025 Q1 2025 |
30,444
shares
|
$9.22 Million
1.61% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
30,249
shares
|
$9.16 Million
0.97% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Mcrae Capital Management Inc
|
May 13, 2025 Q1 2025 |
30,157
shares
|
$9.13 Million
3.56% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
30,048
shares
|
$9.1 Million
2.39% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Bright Rock Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
30,000
shares
|
$9.09 Million
1.99% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Suvretta Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
29,900
shares
|
$9.06 Million
0.69% of portfolio
|
Q1 2025
Reduced 60.24%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
May 15, 2025 Q1 2025 |
29,866
shares
|
$9.05 Million
2.12% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
29,685
shares
|
$8.99 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
May 15, 2025 Q1 2025 |
29,659
shares
|
$8.98 Million
4.27% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
29,605
shares
|
$8.97 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
29,504
shares
|
$8.94 Million
1.84% of portfolio
|
Q4 2022
Reduced 2.98%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
29,399
shares
|
$8.91 Million
5.25% of portfolio
|
Q1 2024
New holding
|