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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
27,042
shares
|
$8.19 Million
0.14% of portfolio
|
Q1 2025
Added 13.1%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
26,986
shares
|
$8.17 Million
1.68% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
26,959
shares
|
$8.17 Million
0.11% of portfolio
|
Q1 2025
Added 23.29%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
26,915
shares
|
$8.15 Million
1.87% of portfolio
|
Q3 2024
New holding
|
|
|
Clough Capital Partners L P
Boston, MA |
May 15, 2025 Q1 2025 |
26,894
shares
|
$8.15 Million
1.86% of portfolio
|
Q1 2025
Added 153.36%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
26,880
shares
|
$8.14 Million
1.76% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Addenda Capital Inc.
|
Apr 09, 2025 Q1 2025 |
26,824
shares
|
$8.13 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
26,754
shares
|
$8.1 Million
1.03% of portfolio
|
Q1 2025
Reduced 24.96%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
26,535
shares
|
$8.04 Million
0.61% of portfolio
|
Q1 2025
Added 21.69%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
26,524
shares
|
$8.03 Million
0.97% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
26,383
shares
|
$7.99 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
26,354
shares
|
$7.98 Million
0.3% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
26,184
shares
|
$7.93 Million
1.16% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
26,163
shares
|
$7.93 Million
0.47% of portfolio
|
Q1 2025
Reduced 55.41%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
26,146
shares
|
$7.92 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
26,021
shares
|
$7.88 Million
0.31% of portfolio
|
Q1 2025
Reduced 42.88%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
May 14, 2025 Q1 2025 |
25,952
shares
|
$7.86 Million
2.56% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
25,840
shares
|
$7.83 Million
5.22% of portfolio
|
Q2 2023
Added 1.17%
|
|
|
Cmh Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
25,839
shares
|
$7.83 Million
2.06% of portfolio
|
Q2 2025
Added 86.54%
|
|
|
Health Invest Partners Ab
|
May 05, 2025 Q1 2025 |
25,782
shares
|
$7.81 Million
6.27% of portfolio
|
Q1 2025
Reduced 26.76%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
25,704
shares
|
$7.79 Million
0.33% of portfolio
|
Q1 2025
Added 20.49%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
25,698
shares
|
$7.78 Million
2.61% of portfolio
|
Q4 2023
Reduced 0.58%
|
|
|
Overbrook Management Corp
New York, NY |
Apr 24, 2025 Q1 2025 |
25,697
shares
|
$7.78 Million
3.22% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
25,488
shares
|
$7.72 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
25,391
shares
|
$7.69 Million
1.22% of portfolio
|
Q2 2024
Reduced 1.56%
|