Purchases and Sales Made in Q2 2025 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q2 2025. The information is specifically focused on institutions that hold shares of UNITEDHEALTH GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
183K+ 84.14% |
$50.2M - $110M
|
401K
$120M
|
|
|
Jul 07, 2025
Q2 2025
|
Seilern Investment Management LTD
London, X0 |
BUY
|
- |
130K+ 49.25% |
$35.6M - $77.7M
|
393K
$118M
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
74K+ 12.42% |
$20.3M - $44.3M
|
669K
$201M
|
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
63.8K+ 90.29% |
$17.5M - $38.3M
|
135K
$40.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
50.7K+ 9.14% |
$13.9M - $30.4M
|
605K
$182M
|
|
|
Jul 09, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
42.5K+ 105.96% |
$11.6M - $25.4M
|
82.5K
$24.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
BUY
|
- |
29.5KNew |
$8.08M - $17.7M
|
29.5K
$8.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
19.7K+ 5.7% |
$5.4M - $11.8M
|
366K
$110M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
18.2K+ 79.22% |
$4.98M - $10.9M
|
41.1K
$12.3M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
18K+ 95.8% |
$4.93M - $10.8M
|
36.7K
$11M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
17.6KNew |
$4.82M - $10.5M
|
17.6K
$5.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
12.4K+ 23.74% |
$3.4M - $7.43M
|
64.6K
$19.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
12.2K+ 11.01% |
$3.35M - $7.32M
|
123K
$37M
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
12K+ 86.54% |
$3.29M - $7.19M
|
25.8K
$7.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Kempner Capital Management Inc.
|
BUY
|
- |
10.5K+ 239.98% |
$2.89M - $6.32M
|
14.9K
$4.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
10.4K+ 4.9% |
$2.84M - $6.21M
|
222K
$66.6M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
8.12KNew |
$2.23M - $4.87M
|
8.12K
$2.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
8.1K+ 50.56% |
$2.22M - $4.85M
|
24.1K
$7.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
7.37KNew |
$2.02M - $4.42M
|
7.37K
$2.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Arlington Partners LLC
|
BUY
|
- |
7.14KNew |
$1.96M - $4.28M
|
7.14K
$2.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
7.14K+ 358.25% |
$1.96M - $4.28M
|
9.13K
$2.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
6.89K+ 145.2% |
$1.89M - $4.13M
|
11.6K
$3.5M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
6.52K+ 77.34% |
$1.79M - $3.91M
|
14.9K
$4.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
5.65K+ 201.21% |
$1.55M - $3.39M
|
8.46K
$2.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.83K+ 53.99% |
$1.33M - $2.9M
|
13.8K
$4.14M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
4.81K+ 45.48% |
$1.32M - $2.88M
|
15.4K
$4.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
4.64K+ 2.64% |
$1.27M - $2.78M
|
180K
$54.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
4.53KNew |
$1.24M - $2.72M
|
4.53K
$1.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.32K+ 7.02% |
$1.18M - $2.59M
|
65.8K
$19.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
4.27K+ 50.55% |
$1.17M - $2.56M
|
12.7K
$3.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
4.25KNew |
$1.16M - $2.54M
|
4.25K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
4.19K+ 311.75% |
$1.15M - $2.51M
|
5.54K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
4.1K+ 52.08% |
$1.12M - $2.46M
|
12K
$3.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
4.09K+ 36.78% |
$1.12M - $2.45M
|
15.2K
$4.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.02K+ 39.52% |
$1.1M - $2.41M
|
14.2K
$4.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
4K+ 72.52% |
$1.1M - $2.4M
|
9.51K
$2.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
4K+ 19.54% |
$1.1M - $2.4M
|
24.5K
$7.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.94K+ 689.67% |
$1.08M - $2.36M
|
4.51K
$1.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
3.92K+ 115.38% |
$1.07M - $2.35M
|
7.31K
$2.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
3.84K+ 23.18% |
$1.05M - $2.3M
|
20.4K
$6.13M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.42K+ 39.25% |
$937K - $2.05M
|
12.1K
$3.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
3.15K+ 86.95% |
$863K - $1.89M
|
6.76K
$2.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3K+ 130.43% |
$823K - $1.8M
|
5.3K
$1.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.82K+ 438.2% |
$774K - $1.69M
|
3.47K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
2.75K+ 3.41% |
$754K - $1.65M
|
83.4K
$25.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
2.5K+ 4.22% |
$685K - $1.5M
|
61.7K
$18.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2.46K+ 63.85% |
$674K - $1.47M
|
6.31K
$1.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.34K+ 53.81% |
$641K - $1.4M
|
6.68K
$2.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
2.25K+ 60.85% |
$616K - $1.35M
|
5.94K
$1.78M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.12K+ 884.58% |
$582K - $1.27M
|
2.36K
$710K
|