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 |
|---|---|---|---|---|---|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
15,179
shares
|
$5.28 Million
1.32% of portfolio
|
Q2 2025
Reduced 19.99%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
15,158
shares
|
$5.27 Million
0.49% of portfolio
|
Q2 2025
Reduced 53.67%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
15,114
shares
|
$5.26 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
15,098
shares
|
$5.25 Million
0.47% of portfolio
|
Q2 2025
Added 47.79%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
15,090
shares
|
$5.25 Million
0.17% of portfolio
|
Q2 2025
Reduced 26.95%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
15,042
shares
|
$5.23 Million
0.91% of portfolio
|
Q2 2025
Added 427.97%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
15,015
shares
|
$5.22 Million
0.7% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Sivik Global Healthcare LLC
Greenwich, CT |
Jul 25, 2025 Q2 2025 |
15,000
shares
|
$5.22 Million
1.27% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2025 Q2 2025 |
15,000
shares
|
$5.22 Million
0.97% of portfolio
|
Q2 2025
Added 30.43%
|
|
|
Kidder Stephen W
|
Jul 23, 2025 Q2 2025 |
14,969
shares
|
$5.21 Million
1.42% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
14,939
shares
|
$5.2 Million
1.42% of portfolio
|
Q2 2025
Added 77.34%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
14,927
shares
|
$5.19 Million
0.12% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Kempner Capital Management Inc.
|
Jul 15, 2025 Q2 2025 |
14,925
shares
|
$5.19 Million
2.5% of portfolio
|
Q2 2025
Added 239.98%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,918
shares
|
$5.19 Million
0.04% of portfolio
|
Q2 2025
Reduced 38.5%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
14,899
shares
|
$5.18 Million
0.09% of portfolio
|
Q2 2025
Reduced 81.14%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
14,885
shares
|
$5.18 Million
0.35% of portfolio
|
Q2 2025
Reduced 21.21%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
14,874
shares
|
$5.17 Million
0.23% of portfolio
|
Q2 2025
Reduced 52.64%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Aug 07, 2025 Q2 2025 |
14,851
shares
|
$5.17 Million
2.14% of portfolio
|
Q2 2025
Added 13.32%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
14,839
shares
|
$5.16 Million
1.63% of portfolio
|
Q3 2022
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
14,799
shares
|
$5.15 Million
0.34% of portfolio
|
Q2 2025
Reduced 45.34%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
14,780
shares
|
$5.14 Million
0.94% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Miramar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
14,768
shares
|
$5.14 Million
1.12% of portfolio
|
Q2 2025
Reduced 35.55%
|
|
|
Alapocas Investment Partners, Inc.
Beverly, MA |
Jul 30, 2025 Q2 2025 |
14,737
shares
|
$5.13 Million
2.95% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Jul 31, 2025 Q2 2025 |
14,706
shares
|
$5.12 Million
2.5% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
14,663
shares
|
$5.1 Million
0.37% of portfolio
|
Q1 2025
Added 5.77%
|