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 |
|---|---|---|---|---|---|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
10,669
shares
|
$3.71 Million
0.59% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,656
shares
|
$3.71 Million
0.43% of portfolio
|
Q4 2023
Added 1.72%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
10,654
shares
|
$3.71 Million
0.45% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
10,609
shares
|
$3.69 Million
0.25% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
10,600
shares
|
$3.69 Million
0.25% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
10,579
shares
|
$3.68 Million
0.7% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
10,508
shares
|
$3.66 Million
0.11% of portfolio
|
Q2 2025
Reduced 68.11%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
10,478
shares
|
$3.65 Million
0.62% of portfolio
|
Q2 2025
Added 22.26%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
10,439
shares
|
$3.63 Million
0.71% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
10,431
shares
|
$3.63 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Jensen Investment Management Inc
Lake Oswego, OR |
Aug 08, 2025 Q2 2025 |
10,406
shares
|
$3.62 Million
0.04% of portfolio
|
Q2 2025
Reduced 98.29%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
10,398
shares
|
$3.62 Million
0.22% of portfolio
|
Q2 2025
Reduced 27.73%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 12, 2025 Q2 2025 |
10,380
shares
|
$3.61 Million
1.91% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
10,360
shares
|
$3.6 Million
0.54% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
10,360
shares
|
$3.6 Million
0.35% of portfolio
|
Q2 2025
Added 43.65%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
10,356
shares
|
$3.6 Million
0.16% of portfolio
|
Q2 2025
Reduced 17.01%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
10,338
shares
|
$3.6 Million
0.14% of portfolio
|
Q2 2025
Added 437.04%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
10,296
shares
|
$3.58 Million
1.43% of portfolio
|
Q3 2022
Reduced 3.71%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
10,294
shares
|
$3.58 Million
0.18% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
10,272
shares
|
$3.57 Million
1.22% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
10,267
shares
|
$3.57 Million
0.04% of portfolio
|
Q2 2025
Reduced 82.92%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Aug 12, 2025 Q2 2025 |
10,200
shares
|
$3.55 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
10,180
shares
|
$3.54 Million
2.53% of portfolio
|
Q4 2022
Added 4.62%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
10,177
shares
|
$3.54 Million
0.73% of portfolio
|
Q2 2025
Added 24.0%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Jul 29, 2025 Q2 2025 |
10,144
shares
|
$3.53 Million
0.47% of portfolio
|
Q2 2025
Added 35.25%
|