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UnitedHealth Group (UNH) Institutional Ownership

UnitedHealth Group logo
$261.59 +9.22 (+3.65%)
Closing price 03:59 PM Eastern
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$262.62 +1.03 (+0.39%)
As of 07:59 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)
2718
Total
Institutional Inflows
(last 12 months)
$56.74B
Number of
Institutional Sellers
(last 12 months)
2335
Total
Institutional Outflows
(last 12 months)
$40.97B
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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
8/12/2025Cynosure Group LLC9,098$2.84M0.3%+1,122.8%0.001%
8/12/2025Charles Schwab Investment Management Inc.7,502,469$2.34B0.4%+6.1%0.827%
8/12/2025Soundwatch Capital LLC336,674$105.03M0.5%+19,496.9%0.037%
8/12/2025Enterprise Financial Services Corp1,447$451K0.2%-37.1%0.000%
8/12/2025American Century Companies Inc.1,614,589$503.70M0.3%-7.4%0.178%
8/12/2025Nemes Rush Group LLC19,088$5.96M0.6%+19.6%0.002%
8/12/2025Heron Bay Capital Management776$242K0.0%-53.1%0.000%
8/12/2025Cowa LLC926$289K0.1%N/A0.000%
8/12/2025Camden National Bank1,717$536K0.1%-15.7%0.000%
8/12/2025Meridian Wealth Advisors LLC13,361$4.17M0.7%+3.3%0.001%
8/12/2025WealthBridge Capital Management LLC1,687$526K0.1%-6.1%0.000%
8/12/2025Richard W. Paul & Associates LLC4,003$1.25M0.5%+81.0%0.000%
8/12/2025New World Advisors LLC950$296K0.1%+84.5%0.000%
8/12/2025Cozad Asset Management Inc.4,718$1.47M0.1%-80.1%0.001%
8/12/2025Bahl & Gaynor Inc.680,777$212.38M1.1%+145.7%0.075%
8/12/2025Stevens Capital Management LP5,886$1.84M0.5%-13.0%0.001%
8/12/2025Rhumbline Advisers1,566,808$488.80M0.4%-1.4%0.173%
8/12/2025Mufg Securities Americas Inc.20,105$6.27M0.5%+23.4%0.002%
8/12/2025Evelyn Partners Investment Management Services Ltd15,158$4.73M0.5%-53.7%0.002%
8/12/2025Evelyn Partners Investment Management LLP96,021$29.96M1.3%-66.4%0.011%
8/12/2025Evelyn Partners Investment Management Europe Ltd1,377$430K0.5%-83.1%0.000%
8/12/2025Sfmg LLC1,731$540K0.0%+5.5%0.000%
8/12/2025Evelyn Partners Asset Management Ltd156$49K0.0%-96.5%0.000%
8/12/2025AXQ Capital LP3,493$1.09M0.4%+285.5%0.000%
8/12/2025Cooper Haims Advisors LLC908$283K0.1%+18.2%0.000%
8/12/2025Journey Strategic Wealth LLC7,641$2.38M0.1%+26.8%0.001%
8/12/2025Franklin Resources Inc.4,877,439$1.52B0.4%-44.9%0.538%
8/12/2025Archer Investment Corp2,949$920K0.2%+2.9%0.000%
8/12/2025Mediolanum International Funds Ltd185,346$57.29M0.7%+3.2%0.020%
8/12/2025Legal & General Group Plc6,016,401$1.88B0.5%+1.1%0.663%
8/12/2025AIMZ Investment Advisors LLC8,069$2.52M0.8%+44.7%0.001%
8/12/2025White Pine Capital LLC1,086$339K0.1%+17.3%0.000%
8/12/2025Hillsdale Investment Management Inc.13,414$4.19M0.2%+399.8%0.001%
8/12/2025Seeds Investor LLC891$278K0.1%-44.4%0.000%
8/12/2025DNB Asset Management AS379,725$118.46M0.5%+14.4%0.042%
8/12/2025Entropy Technologies LP27,837$8.68M0.7%+120.6%0.003%
8/12/2025Eagle Health Investments LP60,888$19.00M4.7%N/A0.007%
8/12/2025Swiss National Bank2,769,061$863.86M0.5%+6.7%0.305%
8/12/2025Personal CFO Solutions LLC4,129$1.29M0.2%-5.8%0.000%
8/12/2025Marsico Capital Management LLC221,294$69.04M1.9%N/A0.024%
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8/12/2025ABN AMRO Bank N.V.1,659$520K0.0%N/A0.000%
8/12/2025Handelsbanken Fonder AB434,900$135.68M0.5%-46.5%0.048%
8/12/2025Bank Julius Baer & Co. Ltd Zurich463,041$144K0.0%-44.1%0.051%
8/12/2025Auxano Advisors LLC932$291K0.1%-24.7%0.000%
8/12/2025Prudential PLC96,468$30.10M0.2%+54.2%0.011%
8/12/2025Wisconsin Wealth Advisors LLC1,726$538K0.6%+123.3%0.000%
8/12/2025Lodestone Wealth Management LLC2,111$659K0.3%N/A0.000%
8/12/2025Absolute Capital Management LLC1,616$504K0.3%N/A0.000%
8/12/2025FUKOKU MUTUAL LIFE INSURANCE Co3,334$1.04M0.1%-21.8%0.000%
8/12/2025Howe & Rusling Inc.25,242$7.88M0.6%-3.6%0.003%
8/12/2025Miller Financial Services LLC1,178$367K0.5%N/A0.000%
8/12/2025Weaver Consulting Group929$290K0.1%+82.9%0.000%
8/12/2025EFG Asset Management Americas Corp.3,089$964K0.2%-82.1%0.000%
8/12/2025NFP Retirement Inc.1,602$500K0.0%+33.3%0.000%
8/12/2025Westfield Capital Management Co. LP230,033$71.76M0.3%-2.6%0.025%
8/12/2025GDS Wealth Management49,549$15.46M1.1%+95.7%0.005%
8/12/2025 Rovida Advisors Inc.15,000$4.68M0.7%N/A0.002%
8/12/2025Ensign Peak Advisors Inc1,997,274$623.09M1.1%+32.6%0.220%
8/12/2025Quilter Plc647$202K0.0%N/A0.000%
8/12/2025Clal Insurance Enterprises Holdings Ltd132$41K0.0%+112.9%0.000%
8/12/2025Saturna Capital Corp1,191$372K0.0%-32.9%0.000%
8/11/2025Empirical Finance LLC34,763$10.85M0.6%+8.0%0.004%
8/11/2025Seizert Capital Partners LLC134,901$42.09M1.8%N/A0.015%
8/11/2025Sierra Legacy Group2,974$928K0.7%-12.1%0.000%
8/11/2025Alteri Wealth LLC719$224K0.1%-54.6%0.000%
8/11/2025TD Waterhouse Canada Inc.142,630$46.45M0.3%-6.3%0.016%
8/11/2025TRUE Private Wealth Advisors1,552$484K0.1%+250.3%0.000%
8/11/2025Kingdom Financial Group LLC.2,444$762K0.7%+456.7%0.000%
8/11/2025Renaissance Group LLC968$302K0.0%-6.2%0.000%
8/11/2025FineMark National Bank & Trust51,155$15.96M0.5%-0.3%0.006%
8/11/2025Copperleaf Capital LLC1,182$369K0.2%-7.7%0.000%
8/11/2025Primecap Management Co. CA336,782$105.07M0.1%+2,528.0%0.037%
8/11/2025Stonebrook Private Inc.6,003$1.89M0.4%-5.2%0.001%
8/11/2025Traub Capital Management LLC228$71K0.1%N/A0.000%
8/11/2025Highview Capital Management LLC DE 2,387$745K0.3%-5.4%0.000%
8/11/2025HHM Wealth Advisors LLC3,211$1.00M0.1%+9.0%0.000%
8/11/2025Wealthspire Advisors LLC13,093$4.09M0.0%-7.2%0.001%
8/11/2025Perennial Investment Advisors LLC2,625$819K0.1%-4.9%0.000%
8/11/2025Cordatus Wealth Management LLC4,907$1.53M0.4%-54.2%0.001%
8/11/2025Pin Oak Investment Advisors Inc.342$107K0.1%-65.9%0.000%
8/11/2025MainStreet Investment Advisors LLC9,549$2.98M0.4%-9.1%0.001%
8/11/2025Semus Wealth Partners LLC3,016$941K0.6%+21.8%0.000%
8/11/2025 Purus Wealth Management LLC768$240K0.1%+70.7%0.000%
8/11/2025Bedell Frazier Investment Counselling LLC8,153$2.54M0.6%-43.8%0.001%
8/11/2025Portside Wealth Group LLC1,636$510K0.1%-72.9%0.000%
8/11/2025Inspire Advisors LLC1,840$574K0.1%+12.1%0.000%
8/11/2025United Advisor Group LLC1,830$571K0.1%-2.3%0.000%
8/11/2025English Capital Management LLC7,841$2.45M1.6%N/A0.001%
8/11/2025Empowered Funds LLC89,029$27.77M0.3%+103.7%0.010%
8/11/2025Vanguard Group Inc.90,920,375$28.36B0.5%+0.2%10.023%
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8/11/2025Greykasell Wealth Strategies Inc.1,490$465K0.2%-42.3%0.000%
8/11/2025Invenio Wealth Partners LLC1,936$604K0.2%+23.8%0.000%
8/11/2025Culbertson A N & Co. Inc.6,498$2.03M0.3%-45.0%0.001%
8/11/2025Pinnacle Wealth Planning Services Inc.4,557$1.42M0.2%+5.4%0.001%
8/11/2025Frank Rimerman Advisors LLC8,979$2.80M0.2%-40.8%0.001%
8/11/2025WBI Investments LLC2,709$845K0.2%+348.5%0.000%
8/11/2025Westover Capital Advisors LLC2,457$767K0.2%-61.6%0.000%
8/11/2025Chiron Capital Management LLC4,140$1.29M1.1%+902.4%0.000%
8/11/2025Dorsey & Whitney Trust CO LLC46,539$14.52M0.8%+2.0%0.005%
8/11/2025Mosaic Family Wealth Partners LLC1,833$572K0.1%-3.7%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, 4,126 institutional investors and hedge funds held shares of UnitedHealth Group. The most heavily invested institutionals were Vanguard Group Inc. ($28.36B), 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 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 3,571 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 ($7.65M), Nuveen LLC ($7.34M), Vanguard Group Inc. ($6.76M), 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 113,559,630 shares in the last 24 months. This purchase volume represents approximately $56.77B in transactions.

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

Of the 2,331 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 ($3.80M), Price T Rowe Associates Inc. MD ($3.63M), Legal & General Group Plc ($2.76M), and FMR LLC ($2.58M).

How much institutional selling is happening at UnitedHealth Group?

Institutional investors have sold a total of 87,514,265 shares in the last 24 months. This volume of shares sold represents approximately $41.02B in transactions.


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This page (NYSE:UNH) was last updated on 8/12/2025 by MarketBeat.com Staff
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