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 |
|---|---|---|---|---|---|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
17,923
shares
|
$6.24 Million
0.49% of portfolio
|
Q2 2025
Reduced 33.87%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
17,812
shares
|
$6.2 Million
0.9% of portfolio
|
Q2 2025
Added 31.31%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
17,810
shares
|
$6.2 Million
1.39% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
17,765
shares
|
$6.18 Million
0.98% of portfolio
|
Q2 2025
Added 3467.27%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
17,725
shares
|
$6.17 Million
0.3% of portfolio
|
Q2 2025
Reduced 21.2%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
17,722
shares
|
$6.17 Million
1.08% of portfolio
|
Q2 2022
Added 468.92%
|
|
|
Ocean Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
17,615
shares
|
$6.13 Million
1.22% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
17,613
shares
|
$6.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 59.31%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
17,608
shares
|
$6.13 Million
0.45% of portfolio
|
Q2 2025
Added 85.86%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
17,587
shares
|
$6.12 Million
0.05% of portfolio
|
Q2 2025
Reduced 22.04%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
17,581
shares
|
$6.12 Million
1.21% of portfolio
|
Q2 2025
New holding
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
17,546
shares
|
$6.1 Million
1.2% of portfolio
|
Q2 2025
Added 79.98%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
17,509
shares
|
$6.09 Million
0.28% of portfolio
|
Q2 2025
Added 162.11%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
17,502
shares
|
$6.09 Million
0.48% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Tenzing Global Management, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
17,500
shares
|
$6.09 Million
3.69% of portfolio
|
Q2 2025
New holding
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
17,465
shares
|
$6.08 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,460
shares
|
$6.07 Million
0.25% of portfolio
|
Q3 2022
Added 224.96%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
17,350
shares
|
$6.04 Million
0.12% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
17,314
shares
|
$6.02 Million
0.18% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
17,299
shares
|
$6.02 Million
0.25% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
17,288
shares
|
$6.01 Million
1.86% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
17,251
shares
|
$6 Million
0.08% of portfolio
|
Q2 2025
Added 29.79%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
17,248
shares
|
$6 Million
0.7% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
17,215
shares
|
$5.99 Million
0.81% of portfolio
|
Q2 2025
Added 238.61%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
17,200
shares
|
$5.98 Million
0.19% of portfolio
|
Q4 2024
Reduced 37.91%
|