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 |
|---|---|---|---|---|---|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
15,786
shares
|
$5.49 Million
1.13% of portfolio
|
Q2 2022
Reduced 1.93%
|
|
|
Buckhead Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
15,764
shares
|
$5.48 Million
2.0% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
15,762
shares
|
$5.48 Million
0.1% of portfolio
|
Q2 2025
Reduced 43.57%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
15,758
shares
|
$5.48 Million
0.58% of portfolio
|
Q2 2022
Added 7.43%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
15,746
shares
|
$5.48 Million
0.24% of portfolio
|
Q2 2025
Reduced 18.82%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
15,703
shares
|
$5.46 Million
0.14% of portfolio
|
Q2 2025
Added 150.65%
|
|
|
Chronos Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
15,687
shares
|
$5.46 Million
2.58% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
15,641
shares
|
$5.44 Million
0.18% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
15,631
shares
|
$5.44 Million
0.15% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
15,612
shares
|
$5.43 Million
0.23% of portfolio
|
Q2 2025
Reduced 81.08%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
15,595
shares
|
$5.43 Million
1.49% of portfolio
|
Q4 2022
Reduced 2.57%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
15,566
shares
|
$5.42 Million
0.2% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
15,553
shares
|
$5.41 Million
0.55% of portfolio
|
Q1 2024
Reduced 3.2%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
15,509
shares
|
$5.4 Million
0.54% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
15,496
shares
|
$5.39 Million
1.12% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
15,494
shares
|
$5.39 Million
0.49% of portfolio
|
Q3 2022
Added 3.39%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 15, 2025 Q2 2025 |
15,453
shares
|
$5.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
15,431
shares
|
$5.37 Million
0.08% of portfolio
|
Q2 2025
Reduced 70.23%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
15,376
shares
|
$5.35 Million
0.68% of portfolio
|
Q2 2025
Added 45.48%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
15,352
shares
|
$5.34 Million
0.11% of portfolio
|
Q2 2025
Reduced 20.26%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
15,311
shares
|
$5.33 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Jul 10, 2025 Q2 2025 |
15,306
shares
|
$5.32 Million
4.59% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Pavadi Capital LLC
New York, NY |
Feb 14, 2024 Q4 2023 |
15,271
shares
|
$5.31 Million
10.47% of portfolio
|
Q4 2023
Added 98.04%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
15,246
shares
|
$5.3 Million
0.21% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Value Partners Investments Inc.
|
Jul 07, 2025 Q2 2025 |
15,206
shares
|
$5.29 Million
0.38% of portfolio
|
Q2 2025
Added 36.78%
|