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UnitedHealth Group (UNH) Institutional Ownership

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$351.87 +4.18 (+1.20%)
Closing price 03:59 PM Eastern
Extended Trading
$352.46 +0.58 (+0.17%)
As of 05:47 PM Eastern
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Institutional Ownership Changes (13F Filings) for UnitedHealth Group (NYSE:UNH)

Current
Institutional Ownership
Percentage
87.86%
Number of
Institutional Buyers
(last 12 months)
2784
Total
Institutional Inflows
(last 12 months)
$65.38B
Number of
Institutional Sellers
(last 12 months)
2366
Total
Institutional Outflows
(last 12 months)
$44.51B
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UNH Institutional Buying and Selling by Quarter

UnitedHealth Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/22/2025 Caldwell Trust Co14,489$4.52M0.5%N/A0.002%
9/19/2025 Canal Capital Management LLC1,407$439K0.1%+20.4%0.000%
9/15/2025 Migdal Insurance & Financial Holdings Ltd.1,263$394K0.0%-9.5%0.000%
9/12/2025 Valeo Financial Advisors LLC20,173$6.29M0.1%+45.4%0.002%
9/11/2025 Silicon Valley Capital Partners4,043$1.26M0.1%+14.8%0.000%
9/10/2025 WT Wealth Management7,806$2.44M0.7%N/A0.001%
9/9/2025 NWF Advisory Services Inc.2,468$770K0.1%+306.6%0.000%
9/8/2025 Alternative Investment Advisors LLC.4,038$1.26M0.6%N/A0.000%
9/4/2025 SevenBridge Financial Group LLC9,829$3.07M0.6%+19.0%0.001%
9/4/2025 Osaic Holdings Inc.278,252$95.96M0.2%+34.7%0.031%
9/2/2025 PVG Asset Management Corp1,030$321K1.1%N/A0.000%
8/29/2025 Total Investment Management Inc.160$50K0.0%N/A0.000%
8/29/2025 Centaurus Financial Inc.15,958$4.98M0.3%+8.4%0.002%
8/28/2025 Lavaca Capital LLC1,671$521K0.2%+6.8%0.000%
8/28/2025 China Universal Asset Management Co. Ltd.5,622$1.75M0.2%-26.6%0.001%
8/27/2025 Orion Porfolio Solutions LLC81,522$25.43M0.2%-7.4%0.009%
8/26/2025 Provident Investment Management Inc.2,992$933K0.1%-96.6%0.000%
8/26/2025 Thrivent Financial for Lutherans498,486$155.49M0.3%-26.2%0.055%
8/26/2025 MASTERINVEST Kapitalanlage GmbH7,897$2.46M0.3%N/A0.001%
8/25/2025 Hilltop Partners LLC3,281$1.02M0.3%-23.3%0.000%
8/22/2025 TT Capital Management LLC1,567$489K0.2%N/A0.000%
8/22/2025 Stance Capital LLC4,156$1.30M0.5%N/A0.000%
8/21/2025 Pathway Financial Advisers LLC7,221$2.25M0.7%+6.8%0.001%
8/20/2025 Kentucky Retirement Systems58,951$18.39M0.5%-6.1%0.007%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund25,020$7.81M0.5%-6.5%0.003%
8/20/2025 North Dallas Bank & Trust Co.4,261$1.33M1.0%N/A0.000%
8/20/2025 Forefront Wealth Partners LLC1,114$348K0.2%+6.3%0.000%
8/20/2025 Coppell Advisory Solutions LLC1,686$521K0.1%-65.8%0.000%
8/19/2025 B. Riley Wealth Advisors Inc.14,874$4.64M0.2%N/A0.002%
8/19/2025 Newbridge Financial Services Group Inc.6,399$2.00M0.3%+744.2%0.001%
8/19/2025 Cape Investment Advisory Inc.1,654$516K0.2%+6.3%0.000%
8/19/2025 MRP Capital Investments LLC1,605$501K0.3%-33.5%0.000%
8/19/2025 Advisory Services Network LLC55,651$17.36M0.3%+66.3%0.006%
8/19/2025 Anchor Investment Management LLC28,098$8.77M0.8%+19.4%0.003%
8/19/2025 State of Wyoming2,294$716K0.1%+67.0%0.000%
8/19/2025 Delos Wealth Advisors LLC110$34K0.0%N/A0.000%
8/19/2025 Asset Dedication LLC9,139$2.85M0.2%-15.0%0.001%
8/19/2025 Liontrust Investment Partners LLP41,472$12.94M0.2%+7.9%0.005%
8/19/2025 Element Pointe Advisors LLC2,151$671K0.2%+262.7%0.000%
8/19/2025 Hohimer Wealth Management LLC1,494$466K0.1%-5.8%0.000%
8/19/2025 Campbell Capital Management Inc.9,300$2.90M1.1%N/A0.001%
8/19/2025 Pitcairn Co.13,981$4.36M0.3%-7.0%0.002%
8/18/2025 Tyler Stone Wealth Management1,010$315K0.1%-18.9%0.000%
8/18/2025 N.E.W. Advisory Services LLC1,398$436K0.0%+168.8%0.000%
8/18/2025 Geneos Wealth Management Inc.10,825$3.38M0.1%+30.9%0.001%
8/18/2025 V2 Financial group LLC8,645$2.70M1.6%+1,395.7%0.001%
8/18/2025 Westwood Holdings Group Inc.778$243K0.0%-99.7%0.000%
8/18/2025 Kestra Investment Management LLC6,723$2.10M0.1%-51.1%0.001%
8/18/2025 Wellington Capital Management Inc.1,097$342K0.5%N/A0.000%
8/18/2025 Second Line Capital LLC6,269$1.96M0.5%-2.1%0.001%
8/18/2025 Rexford Capital Inc.1,491$465K0.4%N/A0.000%
8/18/2025 Pacific Center for Financial Services344$107K0.0%-10.6%0.000%
8/16/2025 Parr Mcknight Wealth Management Group LLC25,772$8.04M1.1%+24.1%0.003%
8/16/2025 Public Sector Pension Investment Board200,700$62.61M0.3%-7.9%0.022%
8/16/2025 Evergreen Capital Management LLC17,138$5.35M0.2%-4.1%0.002%
8/16/2025 Headlands Technologies LLC1,639$511K0.1%N/A0.000%
8/15/2025 Strategic Investment Advisors MI1,261$390K0.0%-56.2%0.000%
8/15/2025 CANADA LIFE ASSURANCE Co1,189,542$371.50M0.6%+7.1%0.131%
8/15/2025 44 Wealth Management LLC2,140$668K0.2%+41.7%0.000%
8/15/2025 Tower Research Capital LLC TRC 51,501$16.07M0.4%+25.0%0.006%
8/15/2025 Security National Bank of SO Dak1,196$373K0.2%-10.9%0.000%
8/15/2025 North Ridge Wealth Advisors Inc.1,523$475K0.3%-19.1%0.000%
8/15/2025 U S Wealth Group LLC.4,398$1.37M1.1%+11.9%0.000%
8/15/2025 Binnacle Investments Inc383$119K0.1%+185.8%0.000%
8/15/2025 Blue Edge Capital LLC16,640$5.19M0.8%-0.9%0.002%
8/15/2025 Semmax Financial Advisors Inc.3,192$996K0.3%+13.7%0.000%
8/15/2025 Resources Management Corp CT ADV13,692$4.27M0.6%-8.9%0.002%
8/15/2025 Brown Financial Advisors6,338$1.98M0.8%+11.2%0.001%
8/15/2025 Rakuten Securities Inc.8,819$2.75M1.1%+1,293.2%0.001%
8/15/2025 Corient Private Wealth LLC926,548$287.19M0.4%-17.0%0.102%
8/15/2025 Equitable Holdings Inc.26,389$8.23M0.1%-2.4%0.003%
8/15/2025 Florida Financial Advisors LLC2,150$671K0.2%-6.3%0.000%
8/15/2025 Northeast Financial Consultants Inc4,587$1.43M0.1%-24.5%0.001%
8/15/2025 Auxier Asset Management64,552$20.14M3.0%+1.0%0.007%
8/15/2025 State of Tennessee Department of Treasury340,735$106.30M0.4%+4.4%0.038%
8/15/2025 E Fund Management Co. Ltd.10,356$3.23M0.2%-17.0%0.001%
8/15/2025 Stonebridge Capital Advisors LLC29,948$9.34M0.7%-10.5%0.003%
8/15/2025 Sender Co & Partners Inc.2,971$927K0.3%N/A0.000%
8/15/2025 Captrust Financial Advisors110,982$34.62M0.1%-24.7%0.012%
8/15/2025 Blue Chip Partners LLC50,538$15.77M1.3%-7.6%0.006%
8/15/2025 Keel Point LLC6,865$2.14M0.1%+11.8%0.001%
8/15/2025 Soleus Capital Management L.P.86,250$26.91M1.8%N/A0.010%
8/15/2025 Montag & Caldwell LLC364$114K0.0%-97.5%0.000%
8/15/2025 Zuckerman Investment Group LLC3,994$1.25M0.1%+53.9%0.000%
8/15/2025 Manhattan West Asset Management LLC10,094$3.15M0.7%+90.6%0.001%
8/15/2025 WFA of San Diego LLC486$152K0.1%N/A0.000%
8/15/2025 Vident Advisory LLC126,845$39.57M0.4%+42.7%0.014%
8/15/2025 Visionary Wealth Advisors8,110$2.53M0.1%+659.4%0.001%
8/15/2025 Voleon Capital Management LP14,384$4.49M0.2%+208.8%0.002%
8/15/2025 Voya Financial Advisors Inc.4,334$1.34M0.1%+2.6%0.000%
8/15/2025 Tandem Wealth Advisors LLC912$285K0.1%-11.8%0.000%
8/15/2025 Tenzing Global Management LLC17,500$5.46M3.4%N/A0.002%
8/15/2025 Teza Capital Management LLC1,161$362K0.3%+22.0%0.000%
8/15/2025 Tidal Investments LLC78,031$24.34M0.1%+63.9%0.009%
8/15/2025 Shay Capital LLC22,500$7.02M0.8%+284.4%0.002%
8/15/2025 Smartleaf Asset Management LLC5,633$1.74M0.2%-34.4%0.001%
8/15/2025 Smead Capital Management Inc.252,438$78.75M1.6%N/A0.028%
8/15/2025 Snowden Capital Advisors LLC27,057$8.44M0.2%-27.4%0.003%
8/15/2025 Soapstone Management L.P.8,500$2.65M1.8%N/A0.001%
8/15/2025 Solel Partners LP187,527$58.50M10.2%+183.7%0.021%
(Data available from 1/1/2016 forward)

UNH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UNH shares?

During the previous two years, 4,162 institutional investors and hedge funds held shares of UnitedHealth Group. The most heavily invested institutionals were Vanguard Group Inc. ($28.36B), FMR LLC ($15.24B), State Street Corp ($14.02B), Wellington Management Group LLP ($13.54B), Price T Rowe Associates Inc. MD ($11.20B), Capital World Investors ($10.88B), and Capital Research Global Investors ($9.09B).Learn more on UnitedHealth Group's institutional investors.

What percentage of UnitedHealth Group's stock is owned by institutional investors?

87.86% of UnitedHealth Group's stock is owned by institutional investors. Learn more on UNH's institutional investor holdings.

Which institutional investors have been buying UnitedHealth Group's stock?

Of the 3,611 institutional investors that purchased UnitedHealth Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($35.92M), GAMMA Investing LLC ($8.30M), International Assets Investment Management LLC ($7.65M), Nuveen LLC ($7.34M), Vanguard Group Inc. ($6.76M), Berkshire Hathaway Inc ($5.04M), and Dodge & Cox ($4.92M).

How much institutional buying is happening at UnitedHealth Group?

Institutional investors have bought a total of 143,188,252 shares in the last 24 months. This purchase volume represents approximately $65.38B in transactions.

Which of UnitedHealth Group's major shareholders have been selling company stock?

Of the 2,367 institutional investors that sold UnitedHealth Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($5.08M), Capital World Investors ($4.73M), Franklin Resources Inc. ($3.97M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($3.88M), Price T Rowe Associates Inc. MD ($3.63M), Canada Pension Plan Investment Board ($2.82M), and FMR LLC ($2.58M).

How much institutional selling is happening at UnitedHealth Group?

Institutional investors have sold a total of 100,219,453 shares in the last 24 months. This volume of shares sold represents approximately $44.53B in transactions.


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This page (NYSE:UNH) was last updated on 9/24/2025 by MarketBeat.com Staff
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