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UnitedHealth Group (UNH) Institutional Ownership

UnitedHealth Group logo
$303.08 -0.14 (-0.05%)
Closing price 06/9/2025 03:59 PM Eastern
Extended Trading
$303.06 -0.02 (-0.01%)
As of 06:41 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
$56.10B
Number of
Institutional Sellers
(last 12 months)
2276
Total
Institutional Outflows
(last 12 months)
$36.25B
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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
6/9/2025 1248 Management LLC154$81K0.0%-94.9%0.000%
6/9/2025 Asset Planning Services Inc. LA ADV12,440$6.52M3.3%-1.9%0.001%
6/6/2025 First Long Island Investors LLC106,144$55.59M4.6%-1.4%0.012%
6/6/2025 Nicola Wealth Management LTD.46,400$24.30M2.4%+2.2%0.005%
6/5/2025 Cim LLC38,519$20.17M3.0%+1.2%0.004%
6/5/2025 Osterweis Capital Management Inc.85,563$44.81M0.0%+25.5%0.009%
6/4/2025 First Hawaiian Bank453$237K0.0%-96.7%0.000%
6/3/2025 CBIZ Investment Advisory Services LLC430$225K0.0%-7.1%0.000%
6/3/2025 Invst LLC5,491$2.88M0.4%+295.3%0.001%
6/2/2025 Cim Investment Management Inc.2,361$1.24M0.3%-11.5%0.000%
6/2/2025 Hodges Capital Management Inc.400$210K0.0%N/A0.000%
6/2/2025 Modern Wealth Management LLC6,996$3.66M0.1%+3.3%0.001%
5/29/2025 Nova Wealth Management Inc.101$53K0.0%+339.1%0.000%
5/28/2025 Jones Financial Companies Lllp87,961$45.59M0.0%+30.1%0.010%
5/28/2025 Silicon Valley Capital Partners3,521$1.82M0.2%-75.8%0.000%
5/28/2025 Anderson Financial Strategies LLC116$61K0.0%N/A0.000%
5/28/2025 Strs Ohio477,679$250.18M1.0%N/A0.053%
5/28/2025 GK Wealth Management LLC506$265K0.3%+7.2%0.000%
5/28/2025 Wealth Management Associates Inc.1,302$682K0.3%-6.7%0.000%
5/28/2025 Intrua Financial LLC2,017$1.06M0.2%-21.7%0.000%
5/27/2025 Jacobi Capital Management LLC4,125$2.16M0.2%+9.4%0.000%
5/27/2025 Carderock Capital Management Inc.10,361$5.43M1.4%-6.1%0.001%
5/27/2025 Advisors Capital Management LLC98,117$51.39M0.8%+4.8%0.011%
5/23/2025 Strategic Financial Services Inc.5,460$2.86M0.2%-1.1%0.001%
5/22/2025 Mattson Financial Services LLC10,403$5.45M1.6%+15.2%0.001%
5/22/2025 WBI Investments LLC604$316K0.1%N/A0.000%
5/21/2025 Westbourne Investments Inc.815$427K0.3%-5.8%0.000%
5/21/2025 Indiana Trust & Investment Management Co754$395K0.1%-7.4%0.000%
5/21/2025 MBL Wealth LLC2,132$1.12M0.1%-6.3%0.000%
5/21/2025 Acadian Asset Management LLC148,918$77.98M0.2%+150.9%0.016%
5/21/2025 Geneos Wealth Management Inc.8,272$4.33M0.1%-39.5%0.001%
5/21/2025 Schmidt P J Investment Management Inc.24,387$12.77M2.3%-1.8%0.003%
5/21/2025 IFM Investors Pty Ltd175,277$91.80M1.0%+0.2%0.019%
5/20/2025 Acorns Advisers LLC547$286K0.0%+16.9%0.000%
5/20/2025 Fortis Capital Advisors LLC619$324K0.1%+59.1%0.000%
5/20/2025 Belpointe Asset Management LLC9,114$4.77M0.2%+3.6%0.001%
5/20/2025 Intech Investment Management LLC201,959$105.78M1.1%-25.5%0.022%
5/20/2025 Focus Partners Wealth277,916$145.56M0.4%+5.3%0.031%
5/20/2025 Integrity Alliance LLC.13,395$7.02M0.3%+376.4%0.001%
5/20/2025 Ransom Advisory Ltd895$469K0.2%N/A0.000%
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5/20/2025 Anchor Investment Management LLC23,542$12.33M1.1%+2.5%0.003%
5/20/2025 Glenview Trust co51,836$27.15M0.5%+4.6%0.006%
5/20/2025 Ilmarinen Mutual Pension Insurance Co163,600$85.69M0.8%+2.0%0.018%
5/20/2025 Plato Investment Management Ltd21,548$11.41M1.0%-5.5%0.002%
5/19/2025 SageView Advisory Group LLC9,978$5.23M0.2%-4.9%0.001%
5/19/2025 Advisory Alpha LLC4,555$2.39M0.1%+6.9%0.001%
5/19/2025 Bayforest Capital Ltd55$29K0.0%+685.7%0.000%
5/19/2025 Alaethes Wealth LLC4,763$2.50M0.9%+2.5%0.001%
5/19/2025 SCS Capital Management LLC4,609$2.41M0.0%N/A0.001%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC7,442,651$3.90B1.0%-13.4%0.820%
5/17/2025 Standard Family Office LLC324$170K0.2%-42.9%0.000%
5/16/2025 Wilson & Boucher Capital Management LLC2,524$1.32M1.0%-5.8%0.000%
5/16/2025 Woodline Partners LP77,751$40.72M0.3%+47.7%0.009%
5/16/2025 Zurich Insurance Group Ltd FI197,587$103.49M0.8%+3.1%0.022%
5/16/2025 Prostatis Group LLC1,047$548K0.2%-6.5%0.000%
5/16/2025 American Trust11,657$6.11M1.5%-12.3%0.001%
5/16/2025 Semmax Financial Advisors Inc.2,808$1.47M0.4%-1.5%0.000%
5/16/2025 Empowered Funds LLC43,709$22.89M0.3%+8.2%0.005%
5/16/2025 Logan Capital Management Inc.19,397$10.16M0.5%-8.4%0.002%
5/16/2025 Northeast Financial Consultants Inc6,073$3.18M0.1%-42.7%0.001%
5/16/2025 Peloton Wealth Strategists10,320$5.41M2.3%+1.4%0.001%
5/16/2025 Faithward Advisors LLC2,709$1.42M0.2%-4.3%0.000%
5/16/2025 MBB Public Markets I LLC71,033$37.20M4.1%-32.4%0.008%
5/16/2025 Ascent Group LLC26,535$13.90M0.6%+21.7%0.003%
5/16/2025 RNC Capital Management LLC18,026$9.44M0.5%+10.3%0.002%
5/16/2025 Meiji Yasuda Life Insurance Co42,182$22.09M0.4%-4.1%0.005%
5/16/2025 Coppell Advisory Solutions LLC4,933$2.58M0.2%+166.4%0.001%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.30,598$16.03M0.6%-15.3%0.003%
5/16/2025 Arete Wealth Advisors LLC6,797$3.56M0.3%+1.7%0.001%
5/16/2025 Great Lakes Advisors LLC353,050$183.05M1.6%+0.0%0.039%
5/16/2025 Strait & Sound Wealth Management LLC673$353K0.2%-51.3%0.000%
5/16/2025 Caxton Associates LLP3,422$1.79M0.1%N/A0.000%
5/16/2025 Hamilton Capital LLC733$384K0.0%+19.0%0.000%
5/16/2025 Voleon Capital Management LP 4,658$2.44M0.2%-64.1%0.001%
5/16/2025 Fred Alger Management LLC33,551$17.57M0.1%-4.7%0.004%
5/16/2025 Challenger Wealth Management1,549$811K0.6%-11.3%0.000%
5/16/2025 Ashton Thomas Private Wealth LLC31,000$16.24M0.6%-8.5%0.003%
5/16/2025 Guardian Partners Inc.14,883$7.80M0.8%-21.5%0.002%
5/16/2025 Kestra Investment Management LLC13,752$7.20M0.2%+45.4%0.002%
5/16/2025 Resources Management Corp CT ADV15,024$7.87M1.1%+1.6%0.002%
5/16/2025 Knightsbridge Asset Management LLC601$315K0.1%N/A0.000%
5/16/2025 Cape Investment Advisory Inc.1,556$815K0.3%-4.7%0.000%
5/16/2025 Jones Financial Companies Lllp27,228$13.27M0.0%-59.7%0.003%
5/16/2025 Talon Private Wealth LLC444$228K0.0%-67.8%0.000%
5/16/2025 Teza Capital Management LLC952$499K0.2%-58.5%0.000%
5/16/2025 Tolleson Wealth Management Inc.2,942$1.54M0.3%-12.3%0.000%
5/16/2025 U S Wealth Group LLC.3,929$2.06M1.6%-4.0%0.000%
5/16/2025 USS Investment Management Ltd449,460$235.39M1.8%-7.3%0.050%
5/16/2025 UniSuper Management Pty Ltd66,871$35.02M0.3%-34.9%0.007%
5/16/2025 Scientech Research LLC2,034$1.07M0.3%-26.3%0.000%
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5/16/2025 Sepio Capital LP5,688$2.98M0.2%-3.1%0.001%
5/16/2025 Raab & Moskowitz Asset Management LLC7,456$3.91M1.0%-3.5%0.001%
5/16/2025 Richwood Investment Advisors LLC5,110$2.68M2.3%-2.6%0.001%
5/16/2025 Rise Advisors LLC728$381K0.2%+14.1%0.000%
5/16/2025 Ruane Cunniff & Goldfarb L.P.822,168$430.61M7.8%-1.9%0.091%
5/16/2025 Panoramic Capital LLC8,000$4.19M4.5%N/A0.001%
5/16/2025 Park West Asset Management LLC70,450$36.90M3.0%-6.2%0.008%
5/16/2025 Parkman Healthcare Partners LLC50,213$26.30M3.1%+151.1%0.006%
5/16/2025 Permanens Capital L.P.2,493$1.31M0.2%+68.0%0.000%
5/16/2025 Petrus Trust Company LTA119,179$62.42M5.8%+0.6%0.013%
(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, 4,110 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 UNH's institutional investors.

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

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

Which institutional investors have been buying UnitedHealth Group stock?

Of the 3,565 institutional investors that purchased UnitedHealth Group 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 1,199,007,836 shares in the last 24 months. This purchase volume represents approximately $582.60B in transactions.

Which UnitedHealth Group major shareholders have been selling company stock?

Of the 2,847 institutional investors that sold UnitedHealth Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($61.92M), Whalerock Point Partners LLC ($11.52M), Capital World Investors ($5.49M), International Assets Investment Management LLC ($5.08M), Price T Rowe Associates Inc. MD ($4.42M), FMR LLC ($4.02M), and Envestnet Asset Management Inc. ($3.98M).

How much institutional selling is happening at UnitedHealth Group?

Institutional investors have sold a total of 190,313,593 shares in the last 24 months. This volume of shares sold represents approximately $95.13B in transactions.


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This page (NYSE:UNH) was last updated on 6/10/2025 by MarketBeat.com Staff
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