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 |
|---|---|---|---|---|---|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
16,842
shares
|
$5.06 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
16,793
shares
|
$5.05 Million
1.47% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
16,775
shares
|
$5.04 Million
2.47% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,766
shares
|
$5.04 Million
2.4% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
16,732
shares
|
$5.03 Million
0.26% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
16,668
shares
|
$5.01 Million
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
16,599
shares
|
$4.99 Million
1.85% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
16,561
shares
|
$4.98 Million
1.33% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
16,560
shares
|
$4.98 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,484
shares
|
$4.95 Million
2.18% of portfolio
|
Q2 2022
Reduced 0.21%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
May 14, 2025 Q1 2025 |
16,475
shares
|
$4.95 Million
2.73% of portfolio
|
Q2 2020
Added 5.61%
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
16,433
shares
|
$4.94 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
16,401
shares
|
$4.93 Million
1.36% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
16,376
shares
|
$4.92 Million
0.84% of portfolio
|
Q4 2022
Added 152.33%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
16,358
shares
|
$4.92 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
16,319
shares
|
$4.91 Million
1.56% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
16,290
shares
|
$4.9 Million
0.99% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
16,234
shares
|
$4.88 Million
0.81% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
16,233
shares
|
$4.88 Million
0.16% of portfolio
|
Q2 2025
Reduced 55.15%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
16,133
shares
|
$4.85 Million
0.21% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
16,118
shares
|
$4.84 Million
0.1% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
16,085
shares
|
$4.83 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
16,007
shares
|
$4.81 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
15,996
shares
|
$4.81 Million
1.33% of portfolio
|
Q1 2024
Added 228.39%
|
|
|
Puzo Michael J
|
Apr 18, 2025 Q1 2025 |
15,983
shares
|
$4.8 Million
2.47% of portfolio
|
Q1 2025
Added 0.95%
|