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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
14,660
shares
|
$5.1 Million
0.32% of portfolio
|
Q2 2025
Reduced 15.28%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
14,500
shares
|
$5.04 Million
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Lynch Asset Management, Inc.
|
Aug 13, 2025 Q2 2025 |
14,500
shares
|
$5.04 Million
1.6% of portfolio
|
Q2 2025
Added 26.64%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Jul 25, 2025 Q2 2025 |
14,408
shares
|
$5.01 Million
0.5% of portfolio
|
Q2 2025
Added 73.09%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,406
shares
|
$5.01 Million
0.03% of portfolio
|
Q2 2025
Reduced 68.94%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
14,384
shares
|
$5 Million
0.25% of portfolio
|
Q2 2025
Added 208.8%
|
|
|
Martingale Asset Management L P
Boston, MA |
Aug 11, 2025 Q2 2025 |
14,348
shares
|
$4.99 Million
0.11% of portfolio
|
Q2 2025
Reduced 80.18%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,345
shares
|
$4.99 Million
0.1% of portfolio
|
Q2 2022
Added 2.28%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
14,337
shares
|
$4.99 Million
0.19% of portfolio
|
Q2 2025
Added 9.74%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
14,324
shares
|
$4.98 Million
0.82% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
14,220
shares
|
$4.95 Million
0.88% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
14,217
shares
|
$4.95 Million
0.06% of portfolio
|
Q2 2025
Reduced 59.72%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
14,192
shares
|
$4.94 Million
0.33% of portfolio
|
Q2 2025
Added 39.52%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
14,191
shares
|
$4.94 Million
0.13% of portfolio
|
Q2 2025
Added 117.79%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
14,181
shares
|
$4.93 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
14,171
shares
|
$4.93 Million
0.14% of portfolio
|
Q2 2025
Reduced 33.67%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
14,130
shares
|
$4.92 Million
0.25% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
14,113
shares
|
$4.91 Million
0.37% of portfolio
|
Q2 2025
Reduced 42.38%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
14,103
shares
|
$4.91 Million
0.07% of portfolio
|
Q2 2025
Added 15.97%
|
|
|
Eagle Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
14,088
shares
|
$4.9 Million
1.93% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,071
shares
|
$4.9 Million
0.11% of portfolio
|
Q2 2025
Reduced 56.54%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
14,057
shares
|
$4.89 Million
0.7% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
14,010
shares
|
$4.87 Million
0.1% of portfolio
|
Q2 2025
Reduced 23.88%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
13,994
shares
|
$4.87 Million
0.23% of portfolio
|
Q2 2025
Reduced 18.83%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
13,981
shares
|
$4.86 Million
0.29% of portfolio
|
Q2 2025
Reduced 40.31%
|