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 3,961 institutions that hold shares in the stock, with a total of 784 Million shares, which have been reported (via 13F filing form) to have a value of $226 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
6,474
shares
|
$1.86 Million
0.25% of portfolio
|
Q1 2025
Added 63.16%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
6,470
shares
|
$1.86 Million
0.65% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
6,465
shares
|
$1.86 Million
1.96% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Apr 23, 2025 Q1 2025 |
6,450
shares
|
$1.86 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
6,441
shares
|
$1.86 Million
2.12% of portfolio
|
Q3 2022
Reduced 2.36%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
May 14, 2025 Q1 2025 |
6,430
shares
|
$1.85 Million
2.42% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
6,425
shares
|
$1.85 Million
0.68% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Apr 23, 2025 Q1 2025 |
6,423
shares
|
$1.85 Million
4.02% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
6,420
shares
|
$1.85 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,412
shares
|
$1.85 Million
0.09% of portfolio
|
Q4 2022
Added 6.49%
|
|
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
May 14, 2025 Q1 2025 |
6,408
shares
|
$1.85 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
6,405
shares
|
$1.85 Million
1.54% of portfolio
|
Q2 2024
Added 5.47%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
6,402
shares
|
$1.84 Million
0.86% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
6,401
shares
|
$1.84 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
6,393
shares
|
$1.84 Million
0.05% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
6,381
shares
|
$1.84 Million
0.19% of portfolio
|
Q1 2025
Added 25.09%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
6,376
shares
|
$1.84 Million
1.15% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
6,373
shares
|
$1.84 Million
0.7% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,364
shares
|
$1.83 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
6,350
shares
|
$1.83 Million
1.4% of portfolio
|
Q1 2025
Added 438.14%
|
|
|
Brasada Capital Management, LP
Houston, TX |
May 15, 2025 Q1 2025 |
6,335
shares
|
$1.82 Million
0.68% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
6,334
shares
|
$1.82 Million
0.86% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
6,323
shares
|
$1.82 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
6,316
shares
|
$1.82 Million
0.36% of portfolio
|
Q1 2025
Added 29.91%
|
|
|
Symmetry Investments LP
|
May 15, 2025 Q1 2025 |
6,315
shares
|
$1.82 Million
0.39% of portfolio
|
Q1 2025
Reduced 26.64%
|