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 |
|---|---|---|---|---|---|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
24,466
shares
|
$8.51 Million
3.02% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
24,459
shares
|
$8.51 Million
0.14% of portfolio
|
Q2 2025
Added 19.54%
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
24,417
shares
|
$8.49 Million
0.1% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
24,338
shares
|
$8.47 Million
2.71% of portfolio
|
Q2 2023
New holding
|
|
|
North Point Portfolio Managers Corp
|
Jul 30, 2025 Q2 2025 |
24,323
shares
|
$8.46 Million
1.42% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
24,109
shares
|
$8.39 Million
0.43% of portfolio
|
Q2 2025
Added 50.56%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
24,085
shares
|
$8.38 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
24,043
shares
|
$8.36 Million
1.21% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
One Fin Capital Management LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
24,000
shares
|
$8.35 Million
3.83% of portfolio
|
Q2 2025
New holding
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
23,945
shares
|
$8.33 Million
1.84% of portfolio
|
Q2 2025
Added 200.82%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
23,893
shares
|
$8.31 Million
0.92% of portfolio
|
Q2 2022
Added 16.78%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
23,763
shares
|
$8.27 Million
0.09% of portfolio
|
Q2 2025
Added 107.32%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
23,716
shares
|
$8.25 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.11%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
23,660
shares
|
$8.23 Million
0.58% of portfolio
|
Q2 2025
Reduced 14.16%
|
|
|
Alden Global Capital LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
23,655
shares
|
$8.23 Million
4.68% of portfolio
|
Q2 2025
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
23,639
shares
|
$8.22 Million
0.21% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
23,611
shares
|
$8.21 Million
0.36% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Aug 13, 2025 Q2 2025 |
23,568
shares
|
$8.2 Million
0.91% of portfolio
|
Q2 2025
New holding
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
23,512
shares
|
$8.18 Million
0.93% of portfolio
|
Q2 2025
Reduced 21.28%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
23,498
shares
|
$8.17 Million
0.21% of portfolio
|
Q2 2025
Added 383.9%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
23,475
shares
|
$8.17 Million
0.92% of portfolio
|
Q2 2025
Added 20.58%
|
|
|
Mcrae Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
23,424
shares
|
$8.15 Million
1.6% of portfolio
|
Q2 2025
Reduced 22.33%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
23,288
shares
|
$8.1 Million
1.26% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
23,198
shares
|
$8.07 Million
0.85% of portfolio
|
Q2 2025
Added 144.42%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Aug 14, 2025 Q2 2025 |
23,194
shares
|
$8.07 Million
0.28% of portfolio
|
Q2 2025
Reduced 55.86%
|