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 |
|---|---|---|---|---|---|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
15,962
shares
|
$4.84 Million
1.06% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
15,915
shares
|
$4.82 Million
1.63% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
15,856
shares
|
$4.8 Million
1.55% of portfolio
|
Q1 2025
Added 61.61%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
15,786
shares
|
$4.78 Million
1.13% of portfolio
|
Q2 2022
Reduced 1.93%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
15,758
shares
|
$4.77 Million
0.58% of portfolio
|
Q2 2022
Added 7.43%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
15,747
shares
|
$4.77 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
11 Capital Partners LP
New York, NY |
May 15, 2025 Q1 2025 |
15,700
shares
|
$4.76 Million
3.35% of portfolio
|
Q1 2025
Reduced 42.17%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
15,612
shares
|
$4.73 Million
0.23% of portfolio
|
Q2 2025
Reduced 81.08%
|
|
|
Asio Capital, LLC
|
Apr 17, 2025 Q1 2025 |
15,599
shares
|
$4.73 Million
1.69% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
15,595
shares
|
$4.72 Million
1.49% of portfolio
|
Q4 2022
Reduced 2.57%
|
|
|
Alapocas Investment Partners, Inc.
Beverly, MA |
May 09, 2025 Q1 2025 |
15,567
shares
|
$4.72 Million
4.99% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
15,553
shares
|
$4.71 Million
0.55% of portfolio
|
Q1 2024
Reduced 3.2%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
15,511
shares
|
$4.7 Million
0.9% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
15,496
shares
|
$4.69 Million
1.12% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
15,494
shares
|
$4.69 Million
0.53% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
15,494
shares
|
$4.69 Million
0.49% of portfolio
|
Q3 2022
Added 3.39%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
15,489
shares
|
$4.69 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
15,477
shares
|
$4.69 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
15,455
shares
|
$4.68 Million
0.1% of portfolio
|
Q1 2025
Reduced 16.74%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
15,421
shares
|
$4.67 Million
0.98% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
15,376
shares
|
$4.66 Million
0.68% of portfolio
|
Q2 2025
Added 45.48%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
15,350
shares
|
$4.65 Million
0.32% of portfolio
|
Q1 2025
Added 57.94%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
15,329
shares
|
$4.64 Million
0.35% of portfolio
|
Q4 2024
Added 16.02%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
15,325
shares
|
$4.64 Million
0.78% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
15,311
shares
|
$4.64 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.32%
|