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 4,024 institutions that hold shares in the stock, with a total of 786 Million shares, which have been reported (via 13F filing form) to have a value of $236 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
13,262
shares
|
$3.99 Million
0.69% of portfolio
|
Q1 2025
Added 19.6%
|
|
|
Consolidated Investment Group LLC
|
Apr 22, 2025 Q1 2025 |
13,250
shares
|
$3.98 Million
1.07% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
13,202
shares
|
$3.97 Million
0.65% of portfolio
|
Q4 2024
Added 108.17%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
13,117
shares
|
$3.94 Million
0.47% of portfolio
|
Q3 2022
New holding
|
|
|
Mirabaud Asset Management LTD
London, X0 |
May 14, 2025 Q1 2025 |
13,105
shares
|
$3.94 Million
3.54% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
13,099
shares
|
$3.94 Million
0.69% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
13,082
shares
|
$3.93 Million
2.09% of portfolio
|
Q1 2025
Added 17.98%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
13,065
shares
|
$3.93 Million
0.32% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
May 06, 2025 Q1 2025 |
12,953
shares
|
$3.89 Million
2.33% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
12,948
shares
|
$3.89 Million
1.78% of portfolio
|
Q1 2025
Added 26.2%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
12,942
shares
|
$3.89 Million
0.18% of portfolio
|
Q1 2025
Reduced 19.01%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
12,928
shares
|
$3.89 Million
1.26% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Sectoral Asset Management Inc
Montreal, A8 |
May 15, 2025 Q1 2025 |
12,895
shares
|
$3.88 Million
7.63% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Apr 29, 2025 Q1 2025 |
12,879
shares
|
$3.87 Million
0.63% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Primecap Management CO
Pasadena, CA |
May 09, 2025 Q1 2025 |
12,815
shares
|
$3.85 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
12,787
shares
|
$3.84 Million
1.34% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
12,775
shares
|
$3.84 Million
0.99% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
12,762
shares
|
$3.84 Million
2.85% of portfolio
|
Q4 2024
Added 4457.86%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
12,731
shares
|
$3.83 Million
0.77% of portfolio
|
Q1 2025
Added 17.31%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
12,720
shares
|
$3.82 Million
1.24% of portfolio
|
Q2 2025
Added 50.55%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
12,676
shares
|
$3.81 Million
0.78% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
12,664
shares
|
$3.81 Million
0.22% of portfolio
|
Q4 2023
Added 12.56%
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
12,655
shares
|
$3.8 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
12,616
shares
|
$3.79 Million
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
12,597
shares
|
$3.79 Million
0.49% of portfolio
|
Q1 2025
Added 3.12%
|