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 |
|---|---|---|---|---|---|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Jul 10, 2025 Q2 2025 |
15,306
shares
|
$4.6 Million
4.59% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
15,272
shares
|
$4.59 Million
0.4% of portfolio
|
Q1 2025
Reduced 14.39%
|
|
|
Pavadi Capital LLC
New York, NY |
Feb 14, 2024 Q4 2023 |
15,271
shares
|
$4.59 Million
10.47% of portfolio
|
Q4 2023
Added 98.04%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
15,235
shares
|
$4.58 Million
0.59% of portfolio
|
Q1 2025
Reduced 55.88%
|
|
|
Value Partners Investments Inc.
|
Jul 07, 2025 Q2 2025 |
15,206
shares
|
$4.57 Million
0.38% of portfolio
|
Q2 2025
Added 36.78%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
15,177
shares
|
$4.56 Million
0.64% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
15,169
shares
|
$4.56 Million
2.3% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
15,154
shares
|
$4.55 Million
0.13% of portfolio
|
Q1 2025
Reduced 24.63%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
15,119
shares
|
$4.54 Million
0.07% of portfolio
|
Q1 2025
Reduced 88.98%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
15,063
shares
|
$4.53 Million
1.0% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
15,048
shares
|
$4.52 Million
0.26% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
15,041
shares
|
$4.52 Million
0.48% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
15,024
shares
|
$4.52 Million
1.11% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
14,952
shares
|
$4.49 Million
0.66% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
14,939
shares
|
$4.49 Million
1.42% of portfolio
|
Q2 2025
Added 77.34%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
14,885
shares
|
$4.47 Million
0.35% of portfolio
|
Q2 2025
Reduced 21.21%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
14,883
shares
|
$4.47 Million
0.66% of portfolio
|
Q1 2025
Reduced 21.55%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
14,841
shares
|
$4.46 Million
1.98% of portfolio
|
Q1 2025
Reduced 34.17%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
14,839
shares
|
$4.46 Million
1.63% of portfolio
|
Q3 2022
New holding
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
14,834
shares
|
$4.46 Million
1.26% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
14,809
shares
|
$4.45 Million
0.65% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
14,799
shares
|
$4.45 Million
0.34% of portfolio
|
Q2 2025
Reduced 45.34%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
14,775
shares
|
$4.44 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
14,772
shares
|
$4.44 Million
0.4% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
14,769
shares
|
$4.44 Million
0.87% of portfolio
|
Q1 2025
Added 3.21%
|