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 |
|---|---|---|---|---|---|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
25,325
shares
|
$7.67 Million
1.14% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
25,306
shares
|
$7.67 Million
2.23% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
25,292
shares
|
$7.66 Million
0.64% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
25,258
shares
|
$7.65 Million
1.06% of portfolio
|
Q3 2023
Reduced 2.23%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
25,249
shares
|
$7.65 Million
1.44% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
25,249
shares
|
$7.65 Million
0.37% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
25,193
shares
|
$7.63 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
25,138
shares
|
$7.61 Million
1.61% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
25,088
shares
|
$7.6 Million
0.14% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Muhlenkamp & CO Inc
|
May 13, 2025 Q1 2025 |
25,045
shares
|
$7.59 Million
4.53% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
25,027
shares
|
$7.58 Million
0.38% of portfolio
|
Q1 2025
Reduced 37.61%
|
|
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
May 14, 2025 Q1 2025 |
24,870
shares
|
$7.53 Million
2.95% of portfolio
|
Q1 2025
Added 55.04%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
24,818
shares
|
$7.52 Million
0.23% of portfolio
|
Q1 2025
Reduced 20.91%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
24,809
shares
|
$7.51 Million
1.19% of portfolio
|
Q2 2023
Reduced 1.1%
|
|
|
North Point Portfolio Managers Corp
|
Apr 22, 2025 Q1 2025 |
24,781
shares
|
$7.51 Million
2.44% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
24,776
shares
|
$7.5 Million
1.43% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
24,768
shares
|
$7.5 Million
2.34% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
24,722
shares
|
$7.49 Million
1.55% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
24,645
shares
|
$7.47 Million
5.24% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
24,493
shares
|
$7.42 Million
1.19% of portfolio
|
Q1 2025
Reduced 32.27%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
May 14, 2025 Q1 2025 |
24,477
shares
|
$7.41 Million
7.28% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
24,459
shares
|
$7.41 Million
0.14% of portfolio
|
Q2 2025
Added 19.54%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Apr 28, 2025 Q1 2025 |
24,412
shares
|
$7.39 Million
0.3% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
24,387
shares
|
$7.39 Million
2.39% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Sienna Gestion
Paris, I0 |
May 13, 2025 Q1 2025 |
24,365
shares
|
$7.38 Million
1.03% of portfolio
|
Q1 2025
Reduced 9.54%
|