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UnitedHealth Group (UNH) Institutional Ownership

UnitedHealth Group logo
$311.23 +2.12 (+0.69%)
As of 02:34 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)
2662
Total
Institutional Inflows
(last 12 months)
$56.27B
Number of
Institutional Sellers
(last 12 months)
2276
Total
Institutional Outflows
(last 12 months)
$36.41B
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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
6/26/2025AG2R LA Mondiale Gestion D Actifs33,921$17.77M1.0%N/A0.004%
6/24/2025Rainier Family Wealth Inc.829$434K0.5%-8.3%0.000%
6/23/2025Swedbank AB1,757,807$920.65M1.2%-16.9%0.194%
6/18/2025Voya Investment Management LLC1,127,586$590.46M0.7%+33.1%0.124%
6/17/2025Howe & Rusling Inc.26,184$13.71M1.2%-1.4%0.003%
6/16/2025Maple Capital Management Inc.68,861$36.07M2.8%+1.7%0.008%
6/9/20251248 Management LLC154$81K0.0%-94.9%0.000%
6/9/2025Asset Planning Services Inc. LA ADV12,440$6.52M3.3%-1.9%0.001%
6/6/2025First Long Island Investors LLC106,144$55.59M4.6%-1.4%0.012%
6/6/2025Nicola Wealth Management LTD.46,400$24.30M2.4%+2.2%0.005%
6/5/2025Cim LLC38,519$20.17M3.0%+1.2%0.004%
6/5/2025Osterweis Capital Management Inc.85,563$44.81M0.0%+25.5%0.009%
6/4/2025First Hawaiian Bank453$237K0.0%-96.7%0.000%
6/3/2025CBIZ Investment Advisory Services LLC430$225K0.0%-7.1%0.000%
6/3/2025Invst LLC5,491$2.88M0.4%+295.3%0.001%
6/2/2025Cim Investment Management Inc.2,361$1.24M0.3%-11.5%0.000%
6/2/2025Hodges Capital Management Inc.400$210K0.0%N/A0.000%
6/2/2025Modern Wealth Management LLC6,996$3.66M0.1%+3.3%0.001%
5/29/2025Nova Wealth Management Inc.101$53K0.0%+339.1%0.000%
5/28/2025Jones Financial Companies Lllp87,961$45.59M0.0%+30.1%0.010%
5/28/2025Silicon Valley Capital Partners3,521$1.82M0.2%-75.8%0.000%
5/28/2025Anderson Financial Strategies LLC116$61K0.0%N/A0.000%
5/28/2025Strs Ohio477,679$250.18M1.0%N/A0.053%
5/28/2025GK Wealth Management LLC506$265K0.3%+7.2%0.000%
5/28/2025Wealth Management Associates Inc.1,302$682K0.3%-6.7%0.000%
5/28/2025Intrua Financial LLC2,017$1.06M0.2%-21.7%0.000%
5/27/2025Jacobi Capital Management LLC4,125$2.16M0.2%+9.4%0.000%
5/27/2025Carderock Capital Management Inc.10,361$5.43M1.4%-6.1%0.001%
5/27/2025Advisors Capital Management LLC98,117$51.39M0.8%+4.8%0.011%
5/23/2025Strategic Financial Services Inc.5,460$2.86M0.2%-1.1%0.001%
5/22/2025Mattson Financial Services LLC10,403$5.45M1.6%+15.2%0.001%
5/22/2025WBI Investments LLC604$316K0.1%N/A0.000%
5/21/2025Westbourne Investments Inc.815$427K0.3%-5.8%0.000%
5/21/2025Indiana Trust & Investment Management Co754$395K0.1%-7.4%0.000%
5/21/2025MBL Wealth LLC2,132$1.12M0.1%-6.3%0.000%
5/21/2025Acadian Asset Management LLC148,918$77.98M0.2%+150.9%0.016%
5/21/2025Geneos Wealth Management Inc.8,272$4.33M0.1%-39.5%0.001%
5/21/2025Schmidt P J Investment Management Inc.24,387$12.77M2.3%-1.8%0.003%
5/21/2025IFM Investors Pty Ltd175,277$91.80M1.0%+0.2%0.019%
5/20/2025Acorns Advisers LLC547$286K0.0%+16.9%0.000%
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5/20/2025Fortis Capital Advisors LLC619$324K0.1%+59.1%0.000%
5/20/2025Belpointe Asset Management LLC9,114$4.77M0.2%+3.6%0.001%
5/20/2025Intech Investment Management LLC201,959$105.78M1.1%-25.5%0.022%
5/20/2025Focus Partners Wealth277,916$145.56M0.4%+5.3%0.031%
5/20/2025Integrity Alliance LLC.13,395$7.02M0.3%+376.4%0.001%
5/20/2025Ransom Advisory Ltd895$469K0.2%N/A0.000%
5/20/2025Anchor Investment Management LLC23,542$12.33M1.1%+2.5%0.003%
5/20/2025Glenview Trust co51,836$27.15M0.5%+4.6%0.006%
5/20/2025Ilmarinen Mutual Pension Insurance Co163,600$85.69M0.8%+2.0%0.018%
5/20/2025Plato Investment Management Ltd21,548$11.41M1.0%-5.5%0.002%
5/19/2025SageView Advisory Group LLC9,978$5.23M0.2%-4.9%0.001%
5/19/2025Advisory Alpha LLC4,555$2.39M0.1%+6.9%0.001%
5/19/2025Bayforest Capital Ltd55$29K0.0%+685.7%0.000%
5/19/2025Alaethes Wealth LLC4,763$2.50M0.9%+2.5%0.001%
5/19/2025SCS Capital Management LLC4,609$2.41M0.0%N/A0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC7,442,651$3.90B1.0%-13.4%0.820%
5/17/2025Standard Family Office LLC324$170K0.2%-42.9%0.000%
5/16/2025Wilson & Boucher Capital Management LLC2,524$1.32M1.0%-5.8%0.000%
5/16/2025Woodline Partners LP77,751$40.72M0.3%+47.7%0.009%
5/16/2025Zurich Insurance Group Ltd FI197,587$103.49M0.8%+3.1%0.022%
5/16/2025Prostatis Group LLC1,047$548K0.2%-6.5%0.000%
5/16/2025American Trust11,657$6.11M1.5%-12.3%0.001%
5/16/2025Semmax Financial Advisors Inc.2,808$1.47M0.4%-1.5%0.000%
5/16/2025Empowered Funds LLC43,709$22.89M0.3%+8.2%0.005%
5/16/2025Logan Capital Management Inc.19,397$10.16M0.5%-8.4%0.002%
5/16/2025Northeast Financial Consultants Inc6,073$3.18M0.1%-42.7%0.001%
5/16/2025Peloton Wealth Strategists10,320$5.41M2.3%+1.4%0.001%
5/16/2025Faithward Advisors LLC2,709$1.42M0.2%-4.3%0.000%
5/16/2025MBB Public Markets I LLC71,033$37.20M4.1%-32.4%0.008%
5/16/2025Ascent Group LLC26,535$13.90M0.6%+21.7%0.003%
5/16/2025RNC Capital Management LLC18,026$9.44M0.5%+10.3%0.002%
5/16/2025Meiji Yasuda Life Insurance Co42,182$22.09M0.4%-4.1%0.005%
5/16/2025Coppell Advisory Solutions LLC4,933$2.58M0.2%+166.4%0.001%
5/16/2025Meiji Yasuda Asset Management Co Ltd.30,598$16.03M0.6%-15.3%0.003%
5/16/2025Arete Wealth Advisors LLC6,797$3.56M0.3%+1.7%0.001%
5/16/2025Great Lakes Advisors LLC353,050$183.05M1.6%+0.0%0.039%
5/16/2025Strait & Sound Wealth Management LLC673$353K0.2%-51.3%0.000%
5/16/2025Caxton Associates LLP3,422$1.79M0.1%N/A0.000%
5/16/2025Hamilton Capital LLC733$384K0.0%+19.0%0.000%
5/16/2025Voleon Capital Management LP 4,658$2.44M0.2%-64.1%0.001%
5/16/2025Fred Alger Management LLC33,551$17.57M0.1%-4.7%0.004%
5/16/2025Challenger Wealth Management1,549$811K0.6%-11.3%0.000%
5/16/2025Ashton Thomas Private Wealth LLC31,000$16.24M0.6%-8.5%0.003%
5/16/2025Guardian Partners Inc.14,883$7.80M0.8%-21.5%0.002%
5/16/2025Kestra Investment Management LLC13,752$7.20M0.2%+45.4%0.002%
5/16/2025Resources Management Corp CT ADV15,024$7.87M1.1%+1.6%0.002%
5/16/2025Knightsbridge Asset Management LLC601$315K0.1%N/A0.000%
5/16/2025Cape Investment Advisory Inc.1,556$815K0.3%-4.7%0.000%
5/16/2025Jones Financial Companies Lllp27,228$13.27M0.0%-59.7%0.003%
5/16/2025Talon Private Wealth LLC444$228K0.0%-67.8%0.000%
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5/16/2025Teza Capital Management LLC952$499K0.2%-58.5%0.000%
5/16/2025Tolleson Wealth Management Inc.2,942$1.54M0.3%-12.3%0.000%
5/16/2025U S Wealth Group LLC.3,929$2.06M1.6%-4.0%0.000%
5/16/2025USS Investment Management Ltd449,460$235.39M1.8%-7.3%0.050%
5/16/2025UniSuper Management Pty Ltd66,871$35.02M0.3%-34.9%0.007%
5/16/2025Scientech Research LLC2,034$1.07M0.3%-26.3%0.000%
5/16/2025Sepio Capital LP5,688$2.98M0.2%-3.1%0.001%
5/16/2025Raab & Moskowitz Asset Management LLC7,456$3.91M1.0%-3.5%0.001%
5/16/2025Richwood Investment Advisors LLC5,110$2.68M2.3%-2.6%0.001%
5/16/2025Rise Advisors LLC728$381K0.2%+14.1%0.000%
(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, 4,112 institutional investors and hedge funds held shares of UnitedHealth Group. The most heavily invested institutionals were Vanguard Group Inc. ($47.52B), State Street Corp ($26.63B), FMR LLC ($15.24B), Wellington Management Group LLP ($13.54B), Price T Rowe Associates Inc. MD ($11.20B), Capital World Investors ($10.88B), and Geode Capital Management LLC ($10.07B).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 3,567 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: Bank Julius Baer & Co. Ltd Zurich ($1.03B), Norges Bank ($23.62M), GAMMA Investing LLC ($8.30M), International Assets Investment Management LLC ($7.64M), Nuveen LLC ($7.34M), Vanguard Group Inc. ($6.57M), and Raymond James Financial Inc. ($3.79M).

How much institutional buying is happening at UnitedHealth Group?

Institutional investors have bought a total of 107,511,445 shares in the last 24 months. This purchase volume represents approximately $56.27B in transactions.

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

Of the 2,276 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), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($3.80M), Price T Rowe Associates Inc. MD ($3.63M), Legal & General Group Plc ($2.76M), FMR LLC ($2.58M), and Wellington Management Group LLP ($2.52M).

How much institutional selling is happening at UnitedHealth Group?

Institutional investors have sold a total of 70,110,092 shares in the last 24 months. This volume of shares sold represents approximately $36.41B in transactions.


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This page (NYSE:UNH) was last updated on 6/30/2025 by MarketBeat.com Staff
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