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 |
|---|---|---|---|---|---|
|
Strong Tower Advisory Services
Minneapolis, MN |
Apr 09, 2025 Q1 2025 |
21,186
shares
|
$6.42 Million
2.62% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
21,119
shares
|
$6.4 Million
1.36% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Moore Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
21,059
shares
|
$6.38 Million
0.27% of portfolio
|
Q1 2025
Reduced 29.8%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
21,037
shares
|
$6.37 Million
2.09% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
21,028
shares
|
$6.37 Million
1.02% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Artemis Investment Management LLP
|
Apr 24, 2025 Q1 2025 |
21,025
shares
|
$6.37 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
20,996
shares
|
$6.36 Million
0.22% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Dupont Capital Management Corp
|
Apr 21, 2025 Q1 2025 |
20,925
shares
|
$6.34 Million
1.23% of portfolio
|
Q4 2024
Reduced 30.74%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
20,848
shares
|
$6.32 Million
0.2% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
20,768
shares
|
$6.29 Million
1.56% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
|
Longbow Finance Sa
Lutry, V8 |
May 06, 2025 Q1 2025 |
20,704
shares
|
$6.27 Million
1.3% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Bdf Gestion
Paris, I0 |
Jul 11, 2025 Q2 2025 |
20,703
shares
|
$6.27 Million
0.72% of portfolio
|
Q2 2025
Reduced 39.06%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
20,657
shares
|
$6.26 Million
0.41% of portfolio
|
Q1 2025
Added 83.67%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
20,573
shares
|
$6.23 Million
0.17% of portfolio
|
Q1 2025
Added 39.11%
|
|
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
20,488
shares
|
$6.21 Million
3.13% of portfolio
|
Q1 2025
Reduced 48.99%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
20,450
shares
|
$6.19 Million
0.47% of portfolio
|
Q1 2025
Reduced 44.39%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
20,405
shares
|
$6.18 Million
0.22% of portfolio
|
Q2 2025
Added 23.18%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
20,304
shares
|
$6.15 Million
3.77% of portfolio
|
Q1 2025
Added 6600.99%
|
|
|
Kingdon Capital Management, L.L.C.
New York, NY |
May 15, 2025 Q1 2025 |
20,262
shares
|
$6.14 Million
1.21% of portfolio
|
Q1 2025
New holding
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
20,174
shares
|
$6.11 Million
0.26% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
20,165
shares
|
$6.11 Million
3.38% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
20,160
shares
|
$6.11 Million
2.11% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
20,131
shares
|
$6.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
20,116
shares
|
$6.09 Million
0.61% of portfolio
|
Q1 2025
Added 23.75%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
20,037
shares
|
$6.07 Million
0.72% of portfolio
|
Q1 2025
Reduced 19.95%
|