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 |
|---|---|---|---|---|---|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
6,017
shares
|
$1.73 Million
0.55% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
6,000
shares
|
$1.73 Million
0.27% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
5,999
shares
|
$1.73 Million
0.82% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
5,993
shares
|
$1.73 Million
0.1% of portfolio
|
Q1 2025
Added 304.93%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
5,975
shares
|
$1.72 Million
0.43% of portfolio
|
Q1 2025
Reduced 69.34%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
5,969
shares
|
$1.72 Million
0.13% of portfolio
|
Q1 2025
Added 109.88%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
5,961
shares
|
$1.72 Million
0.34% of portfolio
|
Q4 2023
Reduced 8.71%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
May 05, 2025 Q1 2025 |
5,939
shares
|
$1.71 Million
0.3% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
5,937
shares
|
$1.71 Million
0.29% of portfolio
|
Q2 2025
Added 60.85%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
5,929
shares
|
$1.71 Million
0.61% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Gifford Fong Associates
Lafayette, CA |
May 12, 2025 Q1 2025 |
5,918
shares
|
$1.7 Million
0.77% of portfolio
|
Q1 2024
Reduced 55.19%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
5,917
shares
|
$1.7 Million
0.83% of portfolio
|
Q1 2025
Added 12.47%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
5,913
shares
|
$1.7 Million
0.32% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
5,910
shares
|
$1.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 36.59%
|
|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
5,900
shares
|
$1.7 Million
1.46% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Elefante Mark B
Boston, MA |
May 06, 2025 Q1 2025 |
5,900
shares
|
$1.7 Million
2.45% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
5,893
shares
|
$1.7 Million
0.68% of portfolio
|
Q3 2023
Added 38.24%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
5,879
shares
|
$1.69 Million
0.21% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
5,864
shares
|
$1.69 Million
0.37% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
5,855
shares
|
$1.69 Million
0.49% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
5,845
shares
|
$1.68 Million
0.2% of portfolio
|
Q1 2025
Reduced 17.13%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
5,839
shares
|
$1.68 Million
0.87% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
5,839
shares
|
$1.68 Million
3.01% of portfolio
|
Q1 2024
Reduced 5.33%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
5,819
shares
|
$1.68 Million
0.08% of portfolio
|
Q2 2025
Reduced 49.31%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
5,813
shares
|
$1.67 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.8%
|