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 |
|---|---|---|---|---|---|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
26,915
shares
|
$9.36 Million
1.87% of portfolio
|
Q3 2024
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
26,891
shares
|
$9.36 Million
1.33% of portfolio
|
Q2 2025
Added 44.7%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Jul 31, 2025 Q2 2025 |
26,880
shares
|
$9.35 Million
0.9% of portfolio
|
Q2 2025
Added 93.53%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
26,871
shares
|
$9.35 Million
0.12% of portfolio
|
Q2 2025
Added 77.32%
|
|
|
Sienna Gestion
Paris, I0 |
Aug 06, 2025 Q2 2025 |
26,813
shares
|
$9.33 Million
0.54% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Hardman Johnston Global Advisors LLC
|
Jul 21, 2025 Q2 2025 |
26,790
shares
|
$9.32 Million
0.4% of portfolio
|
Q2 2025
Reduced 43.26%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
26,725
shares
|
$9.3 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
26,613
shares
|
$9.26 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
26,531
shares
|
$9.23 Million
0.2% of portfolio
|
Q2 2025
Added 71.23%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
26,524
shares
|
$9.23 Million
0.97% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Tom Gayner
Markel Corp
|
Aug 01, 2025 Q2 2025 |
26,500
shares
|
$9.22 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
26,408
shares
|
$9.19 Million
0.14% of portfolio
|
Q2 2025
Added 1573.51%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
26,399
shares
|
$9.18 Million
0.97% of portfolio
|
Q2 2025
Reduced 44.38%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
26,389
shares
|
$9.18 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
26,305
shares
|
$9.15 Million
0.11% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
26,184
shares
|
$9.11 Million
1.16% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Aug 05, 2025 Q2 2025 |
26,067
shares
|
$9.07 Million
9.07% of portfolio
|
Q2 2025
Reduced 21.66%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
25,925
shares
|
$9.02 Million
0.1% of portfolio
|
Q2 2025
Added 26.01%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
25,840
shares
|
$8.99 Million
5.22% of portfolio
|
Q2 2023
Added 1.17%
|
|
|
Cmh Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
25,839
shares
|
$8.99 Million
2.06% of portfolio
|
Q2 2025
Added 86.54%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
25,819
shares
|
$8.98 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
25,772
shares
|
$8.97 Million
1.1% of portfolio
|
Q2 2025
Added 24.09%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
25,740
shares
|
$8.95 Million
0.3% of portfolio
|
Q2 2025
Reduced 54.0%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
25,698
shares
|
$8.94 Million
2.61% of portfolio
|
Q4 2023
Reduced 0.58%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Jul 30, 2025 Q2 2025 |
25,673
shares
|
$8.93 Million
0.73% of portfolio
|
Q2 2025
Added 227.29%
|