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 |
|---|---|---|---|---|---|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
24,338
shares
|
$7.37 Million
2.43% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
24,338
shares
|
$7.37 Million
2.71% of portfolio
|
Q2 2023
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
24,257
shares
|
$7.35 Million
0.08% of portfolio
|
Q1 2025
Added 143.89%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
24,143
shares
|
$7.31 Million
7.13% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
24,119
shares
|
$7.31 Million
1.77% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
24,109
shares
|
$7.3 Million
0.43% of portfolio
|
Q2 2025
Added 50.56%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
24,077
shares
|
$7.29 Million
1.08% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Fulcrum Capital LLC
|
Apr 08, 2025 Q1 2025 |
24,013
shares
|
$7.27 Million
2.88% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
23,893
shares
|
$7.24 Million
0.92% of portfolio
|
Q2 2022
Added 16.78%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
23,810
shares
|
$7.21 Million
1.46% of portfolio
|
Q1 2025
Reduced 17.9%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
23,755
shares
|
$7.2 Million
1.29% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
23,708
shares
|
$7.18 Million
0.47% of portfolio
|
Q1 2025
Reduced 32.45%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
23,707
shares
|
$7.18 Million
1.63% of portfolio
|
Q1 2025
Added 81.7%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
23,639
shares
|
$7.16 Million
0.21% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
23,630
shares
|
$7.16 Million
0.53% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Davis Rea Ltd.
|
May 06, 2025 Q1 2025 |
23,548
shares
|
$7.13 Million
3.38% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
23,542
shares
|
$7.13 Million
1.15% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
23,219
shares
|
$7.03 Million
0.25% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
23,190
shares
|
$7.02 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
23,188
shares
|
$7.02 Million
2.88% of portfolio
|
Q1 2023
Reduced 6.38%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
23,005
shares
|
$6.97 Million
0.38% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Ally Financial Inc.
Detroit, MI |
May 14, 2025 Q1 2025 |
23,000
shares
|
$6.97 Million
1.37% of portfolio
|
Q1 2025
Added 43.75%
|
|
|
Robeco Schweiz Ag
|
Apr 30, 2025 Q1 2025 |
22,971
shares
|
$6.96 Million
0.33% of portfolio
|
Q4 2023
Reduced 26.27%
|
|
|
Miramar Capital, LLC
|
May 13, 2025 Q1 2025 |
22,915
shares
|
$6.94 Million
2.93% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
22,911
shares
|
$6.94 Million
0.69% of portfolio
|
Q4 2024
Added 20.82%
|