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 |
|---|---|---|---|---|---|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
20,014
shares
|
$6.06 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
20,002
shares
|
$6.06 Million
1.48% of portfolio
|
Q3 2022
Reduced 13.67%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
19,976
shares
|
$6.05 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
19,812
shares
|
$6 Million
0.86% of portfolio
|
Q4 2022
Reduced 1.46%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
19,801
shares
|
$6 Million
5.26% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
19,795
shares
|
$6 Million
1.3% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
19,662
shares
|
$5.96 Million
0.34% of portfolio
|
Q1 2025
Added 22.86%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
19,576
shares
|
$5.93 Million
0.66% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
19,468
shares
|
$5.9 Million
1.58% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
19,436
shares
|
$5.89 Million
0.29% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
19,397
shares
|
$5.88 Million
0.48% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
19,334
shares
|
$5.86 Million
0.75% of portfolio
|
Q1 2025
Reduced 17.51%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
19,299
shares
|
$5.85 Million
1.08% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
19,253
shares
|
$5.83 Million
0.27% of portfolio
|
Q1 2025
Reduced 19.72%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
19,250
shares
|
$5.83 Million
2.14% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
19,242
shares
|
$5.83 Million
1.44% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
19,184
shares
|
$5.81 Million
1.33% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
19,136
shares
|
$5.8 Million
1.01% of portfolio
|
Q1 2025
Reduced 38.72%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
19,097
shares
|
$5.78 Million
1.0% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
May 14, 2025 Q1 2025 |
19,083
shares
|
$5.78 Million
0.08% of portfolio
|
Q4 2024
Reduced 26.35%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
19,008
shares
|
$5.76 Million
1.15% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
18,972
shares
|
$5.75 Million
2.53% of portfolio
|
Q1 2025
Reduced 13.8%
|
|
|
Bank Of Nova Scotia Trust CO
|
May 09, 2025 Q1 2025 |
18,929
shares
|
$5.73 Million
1.16% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
18,910
shares
|
$5.73 Million
2.27% of portfolio
|
Q1 2025
New holding
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
18,889
shares
|
$5.72 Million
1.53% of portfolio
|
Q1 2025
Added 8.6%
|