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 |
|---|---|---|---|---|---|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
22,839
shares
|
$6.92 Million
0.8% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
22,830
shares
|
$6.92 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
22,780
shares
|
$6.9 Million
1.03% of portfolio
|
Q1 2025
Reduced 19.73%
|
|
|
Broderick Brian C
|
Apr 18, 2025 Q1 2025 |
22,747
shares
|
$6.89 Million
2.67% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
22,736
shares
|
$6.89 Million
0.56% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
22,686
shares
|
$6.87 Million
0.57% of portfolio
|
Q1 2025
Added 3433.64%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
22,558
shares
|
$6.83 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
22,542
shares
|
$6.83 Million
0.37% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
22,517
shares
|
$6.82 Million
1.35% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
22,495
shares
|
$6.81 Million
0.49% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
22,410
shares
|
$6.79 Million
3.84% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
22,399
shares
|
$6.78 Million
0.21% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
22,149
shares
|
$6.71 Million
0.87% of portfolio
|
Q1 2025
Reduced 29.37%
|
|
|
Bourgeon Capital Management LLC
|
Apr 09, 2025 Q1 2025 |
22,106
shares
|
$6.7 Million
2.57% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
22,068
shares
|
$6.68 Million
2.17% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
21,823
shares
|
$6.61 Million
1.03% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Churchill Management Corp
|
Apr 25, 2025 Q1 2025 |
21,809
shares
|
$6.61 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Torray LLC
|
May 08, 2025 Q1 2025 |
21,798
shares
|
$6.6 Million
1.78% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
21,663
shares
|
$6.56 Million
0.18% of portfolio
|
Q1 2025
Reduced 52.21%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
21,651
shares
|
$6.56 Million
0.74% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
21,626
shares
|
$6.55 Million
0.28% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
21,548
shares
|
$6.53 Million
0.96% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
May 15, 2025 Q1 2025 |
21,472
shares
|
$6.5 Million
0.41% of portfolio
|
Q1 2025
Added 450.56%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
21,452
shares
|
$6.5 Million
0.85% of portfolio
|
Q1 2025
Reduced 29.12%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
21,344
shares
|
$6.47 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.27%
|