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 4,009 institutions that hold shares in the stock, with a total of 785 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 |
|---|---|---|---|---|---|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
8,454
shares
|
$2.54 Million
0.92% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Lindenwold Advisors
|
May 08, 2025 Q1 2025 |
8,451
shares
|
$2.54 Million
2.53% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
8,442
shares
|
$2.54 Million
0.46% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Dempze Nancy E
|
May 06, 2025 Q1 2025 |
8,436
shares
|
$2.54 Million
2.92% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
8,420
shares
|
$2.53 Million
0.76% of portfolio
|
Q1 2025
Added 350.27%
|
|
|
Ccm Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
8,416
shares
|
$2.53 Million
0.29% of portfolio
|
Q2 2025
Reduced 73.09%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
8,416
shares
|
$2.53 Million
0.31% of portfolio
|
Q1 2025
Added 64.09%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
8,405
shares
|
$2.53 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
8,404
shares
|
$2.53 Million
0.54% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
8,357
shares
|
$2.51 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
8,348
shares
|
$2.51 Million
0.21% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
May 06, 2025 Q1 2025 |
8,324
shares
|
$2.5 Million
0.55% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
8,313
shares
|
$2.5 Million
0.86% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
8,310
shares
|
$2.5 Million
0.69% of portfolio
|
Q1 2025
Reduced 22.15%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
8,309
shares
|
$2.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 62.27%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
8,293
shares
|
$2.49 Million
0.97% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
8,285
shares
|
$2.49 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Arjuna Capital
|
May 09, 2025 Q1 2025 |
8,276
shares
|
$2.49 Million
1.24% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
8,272
shares
|
$2.49 Million
0.15% of portfolio
|
Q1 2025
Added 13.49%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
8,265
shares
|
$2.48 Million
0.85% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Apr 23, 2025 Q1 2025 |
8,263
shares
|
$2.48 Million
4.79% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
8,259
shares
|
$2.48 Million
0.9% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
8,250
shares
|
$2.48 Million
1.29% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
8,190
shares
|
$2.46 Million
0.55% of portfolio
|
Q1 2025
Reduced 49.05%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
8,178
shares
|
$2.46 Million
1.22% of portfolio
|
Q2 2022
Reduced 41.11%
|