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 |
|---|---|---|---|---|---|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
20,898
shares
|
$7.27 Million
0.37% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
20,872
shares
|
$7.26 Million
0.9% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
20,871
shares
|
$7.26 Million
0.23% of portfolio
|
Q2 2025
Reduced 50.46%
|
|
|
Guardian Capital LP
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
20,791
shares
|
$7.23 Million
0.25% of portfolio
|
Q2 2025
Reduced 60.32%
|
|
|
Bdf Gestion
Paris, I0 |
Jul 11, 2025 Q2 2025 |
20,703
shares
|
$7.2 Million
0.72% of portfolio
|
Q2 2025
Reduced 39.06%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
20,683
shares
|
$7.2 Million
0.2% of portfolio
|
Q2 2025
Added 20.69%
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
20,681
shares
|
$7.19 Million
0.06% of portfolio
|
Q2 2025
Added 33.81%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
20,657
shares
|
$7.19 Million
1.15% of portfolio
|
Q2 2025
Reduced 15.3%
|
|
|
Sather Financial Group Inc
|
Jul 25, 2025 Q2 2025 |
20,585
shares
|
$7.16 Million
0.44% of portfolio
|
Q2 2025
Added 1252.5%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
20,512
shares
|
$7.14 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
20,500
shares
|
$7.13 Million
0.79% of portfolio
|
Q2 2025
New holding
|
|
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
20,488
shares
|
$7.13 Million
3.13% of portfolio
|
Q1 2025
Reduced 48.99%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
20,440
shares
|
$7.11 Million
1.15% of portfolio
|
Q2 2025
Added 31.03%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
20,435
shares
|
$7.11 Million
0.15% of portfolio
|
Q2 2025
Reduced 55.24%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
20,433
shares
|
$7.11 Million
0.17% of portfolio
|
Q2 2025
Added 15.82%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
20,428
shares
|
$7.11 Million
0.11% of portfolio
|
Q2 2025
Reduced 25.57%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
20,405
shares
|
$7.1 Million
0.22% of portfolio
|
Q2 2025
Added 23.18%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
20,400
shares
|
$7.1 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
20,368
shares
|
$7.09 Million
0.43% of portfolio
|
Q2 2025
Added 9.46%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
20,213
shares
|
$7.03 Million
0.84% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Davis Rea Ltd.
|
Jul 24, 2025 Q2 2025 |
20,188
shares
|
$7.02 Million
1.62% of portfolio
|
Q2 2025
Reduced 14.27%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
20,184
shares
|
$7.02 Million
0.28% of portfolio
|
Q2 2025
Reduced 32.01%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
20,177
shares
|
$7.02 Million
0.28% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
20,173
shares
|
$7.02 Million
0.15% of portfolio
|
Q2 2025
Reduced 92.04%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
20,165
shares
|
$7.02 Million
3.38% of portfolio
|
Q1 2025
Reduced 0.56%
|