Companies / UNITEDHEALTH GROUP INC / Institutional moves
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Unitedhealth Group Inc

Institutional position changes, all quarters

774 moves

ActionInstitutionQuarter ↓Δ sharesΔ %Held afterFlowImpact
AddedBlackRock, Inc.Jun 30, 2026+2,119,509+2.8%76,863,061$880.93Mhigh
TrimmedQuadrature Capital LtdJun 30, 2026-719,676-82%162,485$299.12Mhigh
AddedSTATE STREET CORPORATIONJun 30, 2026+401,097+0.9%45,633,267$166.71Mhigh
AddedMitsubishi UFJ Asset Management Co., Ltd.Jun 30, 2026+362,024+16%2,563,973$150.47Mhigh
AddedDEUTSCHE BANK AGJun 30, 2026+205,358+9.3%2,407,436$85.35Mhigh
ExitedFORSTA AP-FONDENJun 30, 2026-218,460-100%0$72.12Mhigh
ExitedGreenwoods Asset Management Hong Kong Ltd.Jun 30, 2026-130,310-100%0$43.02Mmedium
AddedLPL Financial LLCJun 30, 2026+42,217+3.4%1,279,144$17.55Mmedium
AddedFiera Capital CorpJun 30, 2026+40,624+4.5%940,415$16.88Mmedium
AddedMML INVESTORS SERVICES, LLCJun 30, 2026+37,939+33%152,840$15.77Mmedium
NewCornerstone Advisors, LLCJun 30, 2026+29,599New29,599$12.30Mmedium
TrimmedCornerstone Investment Partners, LLCJun 30, 2026-25,236-15%139,775$10.49Mmedium
AddedWealthfront Advisers LLCJun 30, 2026+22,465+23%118,689$9.34Mmedium
TrimmedWIREGRASS INVESTMENT MANAGEMENT LLCJun 30, 2026-21,706-88%2,865$9.02Mmedium
AddedMEEDER ASSET MANAGEMENT INCJun 30, 2026+18,381+79%41,792$7.64Mmedium
AddedOneDigital Investment Advisors LLCJun 30, 2026+18,353+50%54,979$7.63Mmedium
ExitedEVEXIA WEALTH LLCJun 30, 2026-22,518-100%0$7.54Mmedium
AddedVictory Capital Management, Inc.Jun 30, 2026+18,099+3.9%477,788$7.52Mmedium
TrimmedMawer Investment Management Ltd.Jun 30, 2026-15,287-11%129,954$6.35Mmedium
NewLEE JOHNSON CAPITAL MANAGEMENT, LLCJun 30, 2026+14,869New14,869$6.18Mmedium
TrimmedTemasek Holdings (Private) LimitedJun 30, 2026-13,970-3.6%371,886$5.81Mmedium
NewDonoghue Forlines LLCJun 30, 2026+13,767New13,767$5.72Mmedium
TrimmedThe PNC Financial Services Group, Inc.Jun 30, 2026-11,533-1.3%881,317$4.79Mlow
ExitedUnifi Asset Management LPJun 30, 2026-16,906-100%0$4.57Mlow
AddedPrinciple Wealth Partners LLCJun 30, 2026+8,981+51%26,657$3.73Mlow
ExitedBeacon Harbor Wealth Advisors, Inc.Jun 30, 2026-11,184-100%0$3.69Mlow
ExitedJLB & ASSOCIATES INCJun 30, 2026-12,579-100%0$3.40Mlow
NewTOUNJIAN ADVISORY PARTNERS, LLCJun 30, 2026+7,748New7,748$3.22Mlow
AddedRNC CAPITAL MANAGEMENT LLCJun 30, 2026+7,093+37%26,098$2.95Mlow
AddedTexas Capital Bank Wealth Management Services IncJun 30, 2026+6,211+39%22,258$2.58Mlow
TrimmedLido Advisors, LLCJun 30, 2026-5,591-2.8%195,496$2.32Mlow
TrimmedGF FUND MANAGEMENT CO. LTD.Jun 30, 2026-5,026-17%24,588$2.09Mlow
TrimmedBloombergSen Inc.Jun 30, 2026-4,613-6.6%64,936$1.92Mlow
AddedPlato Investment Management LtdJun 30, 2026+3,902+20%23,178$1.61Mlow
TrimmedAljian Capital Management, LLCJun 30, 2026-3,767-28%9,618$1.57Mlow
AddedMain Street Financial Solutions, LLCJun 30, 2026+3,444+126%6,169$1.43Mlow
TrimmedArizona State Retirement SystemJun 30, 2026-3,362-1.3%251,862$1.40Mlow
TrimmedGuardian Capital, LLCJun 30, 2026-2,813-74%984$1.17Mlow
AddedBeverly Hills Private Wealth, LLCJun 30, 2026+2,608+21%14,999$1.08Mlow
ExitedVersor Investments LPJun 30, 2026-3,094-100%0$1.02Mlow
TrimmedSigma Planning CorpJun 30, 2026-2,388-16%12,723$992.5Klow
TrimmedPURSUE WEALTH PARTNERS LLCJun 30, 2026-2,373-61%1,500$986.3Klow
AddedMeeder Advisory Services, Inc.Jun 30, 2026+2,367+15%18,597$983.8Klow
ExitedBuckley Wealth Management, LLCJun 30, 2026-2,953-100%0$974.8Klow
AddedSG Americas Securities, LLCJun 30, 2026+2,246,799+115%4,207,158$933.8Klow
AddedArgo Wealth Advisory, LLCJun 30, 2026+2,235+50%6,710$929.0Klow
AddedBRIDGES INVESTMENT MANAGEMENT INCJun 30, 2026+2,044+3.0%69,295$849.6Klow
AddedPRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.Jun 30, 2026+1,910+17%13,093$793.9Klow
NewHexagon Capital Partners LLCJun 30, 2026+1,900New1,900$789.5Klow
NewALPINE WOODS CAPITAL INVESTORS, LLCJun 30, 2026+1,888New1,888$784.7Klow
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