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 |
|---|---|---|---|---|---|
|
Mirabella Financial Services LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
6,572
shares
|
$2.29 Million
0.22% of portfolio
|
Q2 2025
Reduced 94.03%
|
|
|
Permanens Capital L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
6,537
shares
|
$2.27 Million
0.29% of portfolio
|
Q2 2025
Added 162.21%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
6,511
shares
|
$2.27 Million
0.14% of portfolio
|
Q2 2025
Added 20.73%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
6,498
shares
|
$2.26 Million
0.32% of portfolio
|
Q2 2025
Reduced 44.95%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
6,490
shares
|
$2.26 Million
0.75% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
6,484
shares
|
$2.26 Million
0.08% of portfolio
|
Q2 2025
Reduced 72.37%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Aug 14, 2025 Q2 2025 |
6,451
shares
|
$2.24 Million
1.37% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
6,449
shares
|
$2.24 Million
0.81% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
6,445
shares
|
$2.24 Million
0.27% of portfolio
|
Q2 2025
Reduced 12.88%
|
|
|
Birch Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
6,441
shares
|
$2.24 Million
1.06% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
6,441
shares
|
$2.24 Million
2.12% of portfolio
|
Q3 2022
Reduced 2.36%
|
|
|
Elefante Mark B
Boston, MA |
Jul 25, 2025 Q2 2025 |
6,441
shares
|
$2.24 Million
1.51% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
6,427
shares
|
$2.24 Million
0.18% of portfolio
|
Q2 2025
Reduced 51.54%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
6,425
shares
|
$2.24 Million
0.68% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
6,420
shares
|
$2.23 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
6,419
shares
|
$2.23 Million
0.96% of portfolio
|
Q2 2025
Added 23.66%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,412
shares
|
$2.23 Million
0.09% of portfolio
|
Q4 2022
Added 6.49%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
6,405
shares
|
$2.23 Million
1.54% of portfolio
|
Q2 2024
Added 5.47%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
6,399
shares
|
$2.23 Million
0.35% of portfolio
|
Q2 2025
Added 744.2%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Aug 04, 2025 Q2 2025 |
6,379
shares
|
$2.22 Million
1.52% of portfolio
|
Q2 2025
Added 24.15%
|
|
|
Venator Management LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
6,370
shares
|
$2.22 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,364
shares
|
$2.21 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
6,358
shares
|
$2.21 Million
0.27% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
6,355
shares
|
$2.21 Million
0.62% of portfolio
|
Q2 2025
Added 59.03%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
6,338
shares
|
$2.2 Million
0.77% of portfolio
|
Q2 2025
Added 11.19%
|