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UnitedHealth Group (UNH) Institutional Ownership

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$285.20 +3.06 (+1.08%)
Closing price 07/22/2025 03:58 PM Eastern
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$286.60 +1.40 (+0.49%)
As of 06:47 AM 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)
2676
Total
Institutional Inflows
(last 12 months)
$55.85B
Number of
Institutional Sellers
(last 12 months)
2303
Total
Institutional Outflows
(last 12 months)
$37.61B
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UNH Institutional Buying and Selling by Quarter

UnitedHealth Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/22/2025D.B. Root & Company LLC1,694$528K0.2%N/A0.000%
7/22/2025Capital Advisors Inc. OK8,689$2.71M0.0%-88.7%0.001%
7/22/2025Comprehensive Financial Consultants Institutional Inc.6,836$2.13M0.7%+59.1%0.001%
7/22/2025Relyea Zuckerberg Hanson LLC3,554$1.11M0.1%-15.7%0.000%
7/22/2025Belpointe Asset Management LLC11,165$3.48M0.1%+22.5%0.001%
7/22/2025Confluence Wealth Services Inc.7,101$2.22M0.1%-5.1%0.001%
7/22/2025Gratus Wealth Advisors LLC2,048$639K0.1%-12.9%0.000%
7/22/2025Valley National Advisers Inc.1,076$335K0.1%-11.4%0.000%
7/22/2025Eads & Heald Wealth Management3,646$1.14M0.6%-23.6%0.000%
7/22/2025Duncan Williams Asset Management LLC4,246$1.33M0.2%+45.3%0.000%
7/22/2025Appleton Partners Inc. MA50,378$15.72M1.1%+36.5%0.006%
7/22/2025PUREfi Wealth LLC1,653$516K0.4%+138.9%0.000%
7/22/2025Cullinan Associates Inc.10,398$3.24M0.2%-27.7%0.001%
7/22/2025Chung Wu Investment Group LLC1,840$574K0.6%-71.4%0.000%
7/22/2025Sendero Wealth Management LLC6,239$1.95M0.2%+76.2%0.001%
7/22/2025Valeo Financial Advisors LLC253,360$79.04M0.2%+1,726.1%0.028%
7/22/2025Vantage Investment Partners LLC289,696$90.38M6.6%+105.8%0.032%
7/22/2025Plimoth Trust Co. LLC8,435$2.63M0.6%+3.4%0.001%
7/22/2025Marks Group Wealth Management Inc19,660$6.13M0.6%+2.7%0.002%
7/22/2025Woodmont Investment Counsel LLC20,368$6.35M0.4%+9.5%0.002%
7/22/2025Global Assets Advisory LLC5,325$1.74M0.7%+66.5%0.001%
7/22/2025Grimes & Company Inc.3,285$1.03M0.0%-85.7%0.000%
7/22/2025Merit Financial Group LLC25,925$8.09M0.1%+26.0%0.003%
7/22/2025Keudell Morrison Wealth Management3,289$1.03M0.2%+19.3%0.000%
7/22/2025IVC Wealth Advisors LLC1,452$453K0.2%-7.3%0.000%
7/22/2025Marietta Wealth Management LLC20,872$6.51M0.8%+10.5%0.002%
7/22/2025Iron Horse Wealth Management LLC1,048$327K0.1%-7.3%0.000%
7/22/2025Mascoma Wealth Management LLC547$171K0.0%-14.4%0.000%
7/22/2025Simplicity Wealth LLC19,077$5.95M0.2%+141.5%0.002%
7/22/2025Brown Miller Wealth Management LLC7,228$2.26M0.7%+9.8%0.001%
7/22/2025OLD National Bancorp IN53,643$16.74M0.3%+5.2%0.006%
7/22/2025Highland Capital Management LLC13,235$4.13M0.2%+26.8%0.001%
7/22/2025MBL Wealth LLC3,160$986K0.1%+48.2%0.000%
7/22/2025Realta Investment Advisors1,476$461K0.2%+29.4%0.000%
7/22/2025Wealthcare Capital Partners LLC39,823$12.42M6.2%-0.5%0.004%
7/22/2025Wealthcare Advisory Partners LLC8,535$2.66M0.1%+63.7%0.001%
7/22/2025Tandem Investment Partners LLC1,397$436K0.4%+21.8%0.000%
7/22/2025Hill Island Financial LLC688$215K0.1%N/A0.000%
7/22/2025BridgePort Financial Solutions LLC1,669$521K0.2%+8.7%0.000%
7/22/2025Clarius Group LLC5,775$1.80M0.1%-1.2%0.001%
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7/22/2025Checchi Capital Advisers LLC22,816$7.12M0.4%+29.0%0.003%
7/22/2025Diligent Investors LLC1,394$435K0.1%+32.8%0.000%
7/22/2025Willner & Heller LLC2,297$717K0.6%-36.4%0.000%
7/22/2025Penobscot Investment Management Company Inc.17,923$5.59M0.5%-33.9%0.002%
7/22/2025Bank Hapoalim BM3,888$1.21M0.2%+154.0%0.000%
7/22/2025AMF Tjanstepension AB309,549$96.63M0.6%+30.1%0.034%
7/22/2025Sava Infond d.o.o.5,600$1.75M0.3%-13.2%0.001%
7/22/2025LGT Fund Management Co Ltd.3,050$952K0.1%-92.6%0.000%
7/22/2025Apexium Financial LP4,816$1.50M0.1%-4.3%0.001%
7/21/2025 Hudson Valley Investment Advisors Inc. ADV19,398$6.05M0.7%-21.5%0.002%
7/21/2025 Quent Capital LLC3,645$1.14M0.1%-10.7%0.000%
7/21/2025 Future Financial Wealth Managment LLC1,486$464K0.3%+164.9%0.000%
7/21/2025 Impact Investors Inc938$293K0.2%-12.9%0.000%
7/21/2025 Hennessy Advisors Inc.350$109K0.0%N/A0.000%
7/21/2025 Tilia Fiduciary Partners Inc.3,723$1.16M0.7%-5.8%0.000%
7/21/2025 Ameriflex Group Inc.1,938$587K0.3%+5.0%0.000%
7/21/2025 QRG Capital Management Inc.134,907$42.09M0.4%-3.5%0.015%
7/21/2025 ZWJ Investment Counsel Inc.3,270$1.02M0.0%+1.8%0.000%
7/21/2025 Successful Portfolios LLC1,311$409K0.3%+19.7%0.000%
7/21/2025 Grassi Investment Management1,517$473K0.0%+12.4%0.000%
7/21/2025 Cape ANN Savings Bank3,639$1.14M0.7%-7.2%0.000%
7/21/2025 Corundum Group Inc.729$227K0.1%-70.2%0.000%
7/21/2025 Segment Wealth Management LLC33,418$10.43M0.7%+5.1%0.004%
7/21/2025 Precedent Wealth Partners LLC3,145$981K0.2%+32.7%0.000%
7/21/2025 Consolidated Investment Group LLC16,750$5.23M0.7%+26.4%0.002%
7/21/2025 Fairvoy Private Wealth LLC765$239K0.1%-4.9%0.000%
7/21/2025 Curran Financial Partners LLC962$300K0.1%+27.2%0.000%
7/21/2025 Stock Yards Bank & Trust Co.75,996$23.71M0.8%-1.3%0.008%
7/21/2025 Ascent Group LLC15,950$4.98M0.2%-39.9%0.002%
7/21/2025 Polaris Capital Management LLC50,512$15.76M1.0%-1.9%0.006%
7/21/2025 Barrett & Company Inc.1,181$368K0.1%+28.5%0.000%
7/21/2025 Montz Harcus Wealth Management LLC679$212K0.1%+12.2%0.000%
7/21/2025 Consilium Wealth Advisory LLC2,618$817K0.3%-49.4%0.000%
7/21/2025 New Century Financial Group LLC4,410$1.38M1.6%+263.0%0.000%
7/21/2025 Ameritas Advisory Services LLC4,282$1.34M0.1%-53.0%0.000%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,858$3.70M0.1%-5.3%0.001%
7/21/2025 HighMark Wealth Management LLC417$130K0.1%+21.9%0.000%
7/21/2025 DHJJ Financial Advisors Ltd.88$27K0.0%-38.5%0.000%
7/21/2025 Copeland Capital Management LLC41,095$12.82M0.3%+13.8%0.005%
7/21/2025 Custos Family Office LLC1,111$347K0.1%+13.0%0.000%
7/21/2025 Sterling Investment Counsel LLC1,139$355K0.2%-67.1%0.000%
7/21/2025 Abundance Wealth Counselors2,572$802K0.1%+5.4%0.000%
7/21/2025 Greenwood Capital Associates LLC8,119$2.53M0.3%N/A0.001%
7/21/2025 Synergy Asset Management LLC13,071$4.08M0.5%+59.6%0.001%
7/21/2025 Mattern Capital Management LLC20,054$6.26M0.8%+4.5%0.002%
7/21/2025 Cromwell Holdings LLC2,505$781K0.5%-9.4%0.000%
7/21/2025 Ashton Thomas Securities LLC2,209$689K0.2%+56.0%0.000%
7/21/2025 Abacus Planning Group Inc.1,850$577K0.1%-20.7%0.000%
7/21/2025 Sullivan Wood Capital Management LLC1,434$447K0.9%N/A0.000%
7/21/2025 Crews Bank & Trust2,271$708K0.1%-3.9%0.000%
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer? (Ad)

Something extraordinary is happening in Washington. For the first time in over a century, a sitting President could release a national treasure that's been tied up in red tape, for generations. I'm talking about a $150 trillion American asset that's scattered across all 50 states. While the mainstream media focuses on political theater, this story is quietly developing behind closed doors.

We recently interviewed Rickards to get the full story and understand how everyday Americans can pre
7/21/2025 Hilltop National Bank4,551$1.42M0.4%N/A0.001%
7/21/2025 Hardman Johnston Global Advisors LLC26,790$8.36M0.4%-43.3%0.003%
7/21/2025 Matauro LLC2,704$843K0.2%+169.3%0.000%
7/21/2025 Triad Wealth Partners LLC2,591$808K0.2%+11.0%0.000%
7/21/2025 Mirae Asset Global Investments Co. Ltd.154,874$48.32M0.2%+15.8%0.017%
7/21/2025 Mechanics Financial Corp2,806$875K0.4%-8.5%0.000%
7/21/2025 Patriot Financial Group Insurance Agency LLC5,312$1.66M0.2%+42.5%0.001%
7/21/2025 Catalina Capital Group LLC1,042$325K0.2%-40.6%0.000%
7/21/2025 J. Safra Sarasin Holding AG13,558$4.23M0.1%-35.0%0.001%
7/21/2025 TFG Advisers LLC7,461$2.33M0.8%-3.6%0.001%
(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, 4,111 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 3,573 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 ($23.62M), GAMMA Investing LLC ($8.30M), International Assets Investment Management LLC ($7.64M), Nuveen LLC ($7.34M), Vanguard Group Inc. ($6.57M), Raymond James Financial Inc. ($3.79M), and Wellington Management Group LLP ($3.01M).

How much institutional buying is happening at UnitedHealth Group?

Institutional investors have bought a total of 107,425,383 shares in the last 24 months. This purchase volume represents approximately $55.85B in transactions.

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

Of the 2,298 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 74,311,284 shares in the last 24 months. This volume of shares sold represents approximately $37.61B in transactions.



This page (NYSE:UNH) was last updated on 7/23/2025 by MarketBeat.com Staff
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