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 |
|---|---|---|---|---|---|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
9,656
shares
|
$3.36 Million
4.6% of portfolio
|
Q3 2022
Reduced 1.22%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
9,595
shares
|
$3.34 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
9,586
shares
|
$3.33 Million
0.04% of portfolio
|
Q2 2025
Added 24.75%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Aug 13, 2025 Q2 2025 |
9,569
shares
|
$3.33 Million
1.59% of portfolio
|
Q2 2025
Added 47.62%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
9,549
shares
|
$3.32 Million
0.42% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
9,531
shares
|
$3.32 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
9,515
shares
|
$3.31 Million
0.21% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
9,511
shares
|
$3.31 Million
1.18% of portfolio
|
Q2 2025
Added 72.52%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
9,503
shares
|
$3.31 Million
0.1% of portfolio
|
Q2 2025
Reduced 23.29%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
9,500
shares
|
$3.3 Million
0.36% of portfolio
|
Q2 2025
Added 1800.0%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
9,481
shares
|
$3.3 Million
0.46% of portfolio
|
Q2 2025
Reduced 36.09%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
9,478
shares
|
$3.3 Million
1.03% of portfolio
|
Q1 2024
Added 19.97%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
9,461
shares
|
$3.29 Million
0.17% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
9,426
shares
|
$3.28 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
9,416
shares
|
$3.28 Million
4.14% of portfolio
|
Q3 2022
Added 1.1%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,380
shares
|
$3.26 Million
0.38% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
9,355
shares
|
$3.25 Million
0.19% of portfolio
|
Q2 2025
Reduced 34.77%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,344
shares
|
$3.25 Million
0.32% of portfolio
|
Q4 2022
Added 16.48%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
9,343
shares
|
$3.25 Million
0.29% of portfolio
|
Q2 2025
Added 611.58%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
9,342
shares
|
$3.25 Million
0.2% of portfolio
|
Q2 2025
Reduced 25.84%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
9,315
shares
|
$3.24 Million
0.1% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Campbell Capital Management Inc
|
Aug 18, 2025 Q2 2025 |
9,300
shares
|
$3.24 Million
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
9,279
shares
|
$3.23 Million
1.32% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
9,249
shares
|
$3.22 Million
1.32% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
9,246
shares
|
$3.22 Million
1.31% of portfolio
|
Q4 2022
Added 0.26%
|