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 |
|---|---|---|---|---|---|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
25,620
shares
|
$8.91 Million
0.55% of portfolio
|
Q2 2025
Reduced 40.1%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
25,391
shares
|
$8.83 Million
1.22% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Aug 13, 2025 Q2 2025 |
25,362
shares
|
$8.82 Million
5.13% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
25,325
shares
|
$8.81 Million
1.14% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
25,311
shares
|
$8.81 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
25,309
shares
|
$8.8 Million
0.1% of portfolio
|
Q2 2025
Reduced 32.24%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
25,258
shares
|
$8.79 Million
1.06% of portfolio
|
Q3 2023
Reduced 2.23%
|
|
|
Fulcrum Capital LLC
|
Jul 24, 2025 Q2 2025 |
25,219
shares
|
$8.77 Million
1.72% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
25,214
shares
|
$8.77 Million
0.28% of portfolio
|
Q2 2025
Reduced 18.66%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
25,127
shares
|
$8.74 Million
0.26% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
25,125
shares
|
$8.74 Million
0.13% of portfolio
|
Q2 2025
Reduced 47.44%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
25,088
shares
|
$8.73 Million
0.14% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
25,020
shares
|
$8.7 Million
0.55% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jul 22, 2025 Q2 2025 |
25,000
shares
|
$8.7 Million
1.46% of portfolio
|
Q2 2025
Added 78.57%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
24,951
shares
|
$8.68 Million
0.23% of portfolio
|
Q2 2025
Reduced 27.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
24,910
shares
|
$8.67 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
24,900
shares
|
$8.66 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
24,898
shares
|
$8.66 Million
0.61% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
24,870
shares
|
$8.65 Million
1.2% of portfolio
|
Q1 2025
Added 55.04%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
24,809
shares
|
$8.63 Million
1.19% of portfolio
|
Q2 2023
Reduced 1.1%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Aug 07, 2025 Q2 2025 |
24,795
shares
|
$8.63 Million
0.08% of portfolio
|
Q2 2025
Reduced 66.34%
|
|
|
Amica Mutual Insurance CO
|
Aug 07, 2025 Q2 2025 |
24,776
shares
|
$8.62 Million
0.75% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
24,747
shares
|
$8.61 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
24,739
shares
|
$8.61 Million
2.13% of portfolio
|
Q2 2025
Added 89.11%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
24,737
shares
|
$8.61 Million
0.3% of portfolio
|
Q2 2025
Added 135.57%
|