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 |
|---|---|---|---|---|---|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
29,291
shares
|
$8.87 Million
0.52% of portfolio
|
Q1 2025
Reduced 33.8%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
29,269
shares
|
$8.87 Million
0.24% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
F
|
May 14, 2025 Q1 2025 |
29,236
shares
|
$8.86 Million
0.74% of portfolio
|
Q1 2025
Reduced 55.58%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
29,185
shares
|
$8.84 Million
1.08% of portfolio
|
Q1 2025
New holding
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
29,174
shares
|
$8.84 Million
0.21% of portfolio
|
Q2 2024
Added 20.6%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
29,155
shares
|
$8.83 Million
0.29% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
29,109
shares
|
$8.82 Million
0.68% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
28,601
shares
|
$8.66 Million
1.11% of portfolio
|
Q3 2023
Reduced 1.93%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
28,601
shares
|
$8.66 Million
0.18% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
28,553
shares
|
$8.65 Million
0.4% of portfolio
|
Q1 2024
Added 2.41%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
28,535
shares
|
$8.64 Million
0.11% of portfolio
|
Q1 2025
Added 523.58%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
28,312
shares
|
$8.58 Million
0.23% of portfolio
|
Q1 2025
Reduced 33.76%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
28,198
shares
|
$8.54 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Tom Gayner
Markel Corp
|
May 02, 2025 Q1 2025 |
28,014
shares
|
$8.49 Million
0.14% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Wallington Asset Management, LLC
|
May 09, 2025 Q1 2025 |
27,986
shares
|
$8.48 Million
2.4% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
27,934
shares
|
$8.46 Million
0.31% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
27,564
shares
|
$8.35 Million
1.24% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
27,447
shares
|
$8.31 Million
0.31% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
27,344
shares
|
$8.28 Million
0.65% of portfolio
|
Q2 2025
Reduced 15.73%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
27,332
shares
|
$8.28 Million
3.87% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
27,327
shares
|
$8.28 Million
0.97% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
27,252
shares
|
$8.25 Million
0.08% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
27,213
shares
|
$8.24 Million
0.47% of portfolio
|
Q1 2025
Reduced 31.89%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
27,103
shares
|
$8.21 Million
1.36% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
27,042
shares
|
$8.19 Million
0.59% of portfolio
|
Q1 2025
Reduced 8.31%
|