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 |
|---|---|---|---|---|---|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Aug 13, 2025 Q2 2025 |
17,156
shares
|
$5.97 Million
0.72% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
17,138
shares
|
$5.96 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
17,115
shares
|
$5.95 Million
0.22% of portfolio
|
Q2 2025
Reduced 16.31%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
17,107
shares
|
$5.95 Million
1.52% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
17,094
shares
|
$5.95 Million
0.98% of portfolio
|
Q2 2025
Reduced 11.2%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
17,018
shares
|
$5.92 Million
0.08% of portfolio
|
Q2 2025
Added 39.27%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
16,986
shares
|
$5.91 Million
0.46% of portfolio
|
Q2 2025
Reduced 91.49%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
16,986
shares
|
$5.91 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
16,923
shares
|
$5.89 Million
2.67% of portfolio
|
Q3 2023
New holding
|
|
|
Tobam
|
Aug 08, 2025 Q2 2025 |
16,906
shares
|
$5.88 Million
2.06% of portfolio
|
Q2 2025
Added 527.31%
|
|
|
Tb Alternative Assets Ltd.
|
Jul 16, 2025 Q2 2025 |
16,859
shares
|
$5.87 Million
0.98% of portfolio
|
Q2 2025
New holding
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
16,855
shares
|
$5.86 Million
0.1% of portfolio
|
Q2 2025
Added 124.85%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
16,830
shares
|
$5.85 Million
0.47% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
16,813
shares
|
$5.85 Million
0.59% of portfolio
|
Q2 2025
Added 142.09%
|
|
|
Consolidated Investment Group LLC
|
Jul 21, 2025 Q2 2025 |
16,750
shares
|
$5.83 Million
0.7% of portfolio
|
Q2 2025
Added 26.42%
|
|
|
Sectoral Asset Management Inc
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
16,745
shares
|
$5.83 Million
5.89% of portfolio
|
Q2 2025
Added 29.86%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
16,720
shares
|
$5.82 Million
0.91% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
16,700
shares
|
$5.81 Million
4.7% of portfolio
|
Q2 2025
Added 63.73%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
16,668
shares
|
$5.8 Million
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16,666
shares
|
$5.8 Million
0.12% of portfolio
|
Q2 2025
Added 356.35%
|
|
|
Puzo Michael J
|
Jul 23, 2025 Q2 2025 |
16,653
shares
|
$5.79 Million
1.51% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Aug 04, 2025 Q2 2025 |
16,650
shares
|
$5.79 Million
2.32% of portfolio
|
Q2 2025
Reduced 15.91%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
16,640
shares
|
$5.79 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
16,626
shares
|
$5.78 Million
0.39% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
16,616
shares
|
$5.78 Million
0.12% of portfolio
|
Q2 2025
Reduced 34.19%
|