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UnitedHealth Group (UNH) Institutional Ownership

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$359.70 +1.04 (+0.29%)
Closing price 03:59 PM Eastern
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$359.93 +0.23 (+0.06%)
As of 08:00 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)
2763
Total
Institutional Inflows
(last 12 months)
$65.32B
Number of
Institutional Sellers
(last 12 months)
2356
Total
Institutional Outflows
(last 12 months)
$44.78B
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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
10/14/2025Beech Hill Advisors Inc.10,470$3.62M1.7%+44.9%0.001%
10/14/2025PFW Advisors LLC2,722$940K0.3%+17.6%0.000%
10/14/2025Mad River Investors1,700$587K0.3%N/A0.000%
10/14/2025Brighton Jones LLC26,167$9.04M0.2%+25.0%0.003%
10/14/2025Foster Group Inc.1,204$416K0.0%+41.6%0.000%
10/14/2025Profit Investment Management LLC1,405$485K0.6%-21.5%0.000%
10/14/2025Evanson Asset Management LLC891$308K0.0%-16.3%0.000%
10/14/2025Goelzer Investment Management Inc.24,321$8.40M0.4%+0.9%0.003%
10/14/2025Seilern Investment Management Ltd385,720$133.19M9.7%-1.8%0.043%
10/14/2025Generali Investments CEE investicni spolecnost a.s.13,098$4.52M0.3%+1.9%0.001%
10/14/2025Capital Insight Partners LLC8,138$2.81M0.5%-8.6%0.001%
10/14/2025Clarius Group LLC2,857$986K0.1%-50.5%0.000%
10/10/2025 CHICAGO TRUST Co NA9,738$3.36M0.5%-8.7%0.001%
10/10/2025 Diversified Enterprises LLC3,296$1.14M0.1%-16.5%0.000%
10/10/2025 First Bank & Trust1,892$653K0.1%+39.8%0.000%
10/10/2025 Spinnaker Investment Group LLC2,232$771K0.1%+217.0%0.000%
10/10/2025 Lineweaver Wealth Advisors LLC6,340$2.19M0.3%+3.8%0.001%
10/10/2025 Tlwm2,836$979K0.2%+5.9%0.000%
10/10/2025 CWC Advisors LLC.7,277$2.51M1.2%+66.5%0.001%
10/10/2025 Sound Income Strategies LLC1,349$496K0.0%-33.3%0.000%
10/10/2025 Thomasville National Bank1,649$569K0.0%+57.2%0.000%
10/10/2025 Tilia Fiduciary Partners Inc.5,663$1.96M1.1%+52.1%0.001%
10/10/2025 Seneca House Advisors589$203K0.1%N/A0.000%
10/10/2025 Sarasin & Partners LLP139,226$48.06M0.5%-77.0%0.015%
10/10/2025 Foster Victor Wealth Advisors LLC1,037$374K0.0%+28.2%0.000%
10/10/2025 Douglas Lane & Associates LLC74,074$25.58M0.4%-4.1%0.008%
10/10/2025 Orrstown Financial Services Inc.4,700$1.62M0.3%+8.1%0.001%
10/10/2025 Red Door Wealth Management LLC25,959$8.96M1.0%+10.6%0.003%
10/10/2025 Trust Point Inc.2,642$912K0.1%-27.0%0.000%
10/10/2025 Wedge Capital Management L L P NC25,431$8.78M0.1%+4.0%0.003%
10/10/2025 Brown Lisle Cummings Inc.1,344$464K0.1%-3.0%0.000%
10/10/2025 Corsicana & Co.1,498$517K0.3%N/A0.000%
10/10/2025 Flputnam Investment Management Co.6,374$2.20M0.0%-52.5%0.001%
10/10/2025 Congress Asset Management Co.2,080$718K0.0%-5.5%0.000%
10/10/2025 CCM Investment Advisers LLC1,420$490K0.0%-83.1%0.000%
10/10/2025 Falcon Wealth Planning1,334$461K0.0%+9.4%0.000%
10/10/2025 Focused Wealth Management Inc6,756$2.33M0.2%+161.8%0.001%
10/10/2025 Cyndeo Wealth Partners LLC5,720$1.98M0.1%-3.1%0.001%
10/10/2025 Bowman & Co S.C.4,607$1.60M0.7%-10.2%0.001%
10/10/2025 Matauro LLC12,123$4.19M0.7%+348.3%0.001%
10/10/2025 Fairvoy Private Wealth LLC641$221K0.1%-16.2%0.000%
10/10/2025 Abound Wealth Management244$84K0.0%+13.5%0.000%
10/10/2025 Castleview Partners LLC7,694$2.66M1.4%+318.4%0.001%
10/10/2025 Perpetual Ltd10,722$3.70M0.0%-8.5%0.001%
10/10/2025 KMG Fiduciary Partners LLC16,268$5.62M0.4%+9.3%0.002%
10/10/2025 Rydar Equities Inc.3,819$1.33M1.1%+63.4%0.000%
10/10/2025 Signal Advisors Wealth LLC7,161$2.47M0.2%+76.6%0.001%
10/10/2025 Fiduciary Financial Group LLC636$220K0.0%-19.0%0.000%
10/10/2025 Sunflower Bank N.A.1,916$662K0.2%+1.5%0.000%
10/9/2025 Bartlett & CO. Wealth Management LLC182,792$63.12M0.8%+7.2%0.020%
10/9/2025 Independence Bank of Kentucky7,940$2.74M0.4%+3.6%0.001%
10/9/2025 Secure Asset Management LLC2,008$699K0.1%-27.7%0.000%
10/9/2025 Baker Tilly Wealth Management LLC1,052$363K0.1%-15.9%0.000%
10/9/2025 Lifestyle Asset Management Inc.712$246K0.1%N/A0.000%
10/9/2025 Brady Family Wealth LLC3,686$1.27M0.4%-31.2%0.000%
10/9/2025 Centurion Wealth Management LLC2,808$970K0.2%+50.3%0.000%
10/9/2025 IVC Wealth Advisors LLC643$222K0.1%-55.7%0.000%
10/9/2025 Toth Financial Advisory Corp23,696$8.18M0.9%+9.8%0.003%
10/9/2025 Compton Wealth Advisory Group LLC8,340$2.88M0.7%-0.8%0.001%
10/9/2025 BDF Gestion17,138$5.92M0.7%-17.2%0.002%
10/9/2025 LVM Capital Management Ltd. MI2,440$843K0.1%-11.2%0.000%
10/9/2025 Central Bank & Trust Co.10,706$3.70M0.6%-18.3%0.001%
10/9/2025 Perkins Coie Trust Co13,272$4.58M0.9%+8.5%0.001%
10/9/2025 Sky Investment Group LLC14,187$4.90M0.8%-1.0%0.002%
10/9/2025 Princeton Global Asset Management LLC544$188K0.0%+14.8%0.000%
10/9/2025 Breakthru Advisory Services LLC845$292K0.2%N/A0.000%
10/9/2025 Franklin Street Advisors Inc. NC1,731$598K0.0%-12.4%0.000%
10/9/2025 U.S. Capital Wealth Advisors LLC70,908$24.48M0.7%+93.2%0.008%
10/9/2025 Prentice Wealth Management LLC2,880$994K0.2%+9.5%0.000%
10/9/2025 Redhawk Wealth Advisors Inc.2,085$720K0.1%+15.1%0.000%
10/9/2025 Voya Investment Management LLC561,717$193.96M0.2%-17.5%0.062%
10/9/2025 Voya Financial Advisors Inc.3,989$1.38M0.1%-8.0%0.000%
10/9/2025 Stillwater Capital Advisors LLC830$287K0.0%-14.9%0.000%
10/9/2025 Harbour Capital Advisors LLC9,781$3.56M0.7%-16.9%0.001%
10/9/2025 IMZ Advisory Inc1,247$431K0.2%+11.7%0.000%
10/9/2025 Mitchell & Pahl Private Wealth LLC10,001$3.45M1.4%+8.1%0.001%
10/9/2025 Dynamic Advisor Solutions LLC13,829$4.78M0.1%-2.4%0.002%
10/9/2025 Cypress Financial Planning LLC863$298K0.1%N/A0.000%
10/9/2025 Buckhead Capital Management LLC16,967$5.86M2.1%+7.6%0.002%
10/9/2025 Central Valley Advisors LLC3,839$1.33M0.4%-0.7%0.000%
10/9/2025 Park Edge Advisors LLC1,332$460K0.1%+16.1%0.000%
10/9/2025 North Capital Inc.194$67K0.1%+16.2%0.000%
10/9/2025 Whalen Wealth Management Inc.2,325$803K0.5%+67.4%0.000%
10/9/2025 Riversedge Advisors LLC1,135$392K0.1%N/A0.000%
10/9/2025 MFG Wealth Management Inc.6,552$2.26M1.7%N/A0.001%
10/8/2025 First County Bank CT 744$257K0.1%N/A0.000%
10/8/2025 Patriot Financial Group Insurance Agency LLC3,691$1.28M0.2%-30.5%0.000%
10/8/2025 Hilltop National Bank4,651$1.61M0.4%+2.2%0.001%
10/8/2025 YHB Investment Advisors Inc.19,055$6.58M0.5%-35.6%0.002%
10/8/2025 Teamwork Financial Advisors LLC5,889$2.03M0.2%+30.6%0.001%
10/8/2025 Rise Advisors LLC622$215K0.1%-4.3%0.000%
10/8/2025 Agate Pass Investment Management LLC1,632$564K0.2%-40.8%0.000%
10/8/2025 Osprey Private Wealth LLC6,735$2.33M0.8%+18.1%0.001%
10/8/2025 Armstrong Advisory Group Inc.2,295$792K0.1%-3.8%0.000%
10/8/2025 Peoples Bank KS1,680$580K0.6%-11.1%0.000%
10/8/2025 Fiduciary Alliance LLC12,110$4.18M0.3%-14.7%0.001%
10/8/2025 Wealth Group Ltd1,740$601K0.1%-3.5%0.000%
10/8/2025 RDA Financial Network1,394$482K0.1%-86.2%0.000%
10/8/2025 Retirement Wealth Solutions LLC130$45K0.0%-34.7%0.000%
10/8/2025 Legacy Private Trust Co.14,825$5.12M0.3%+37.4%0.002%
(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, 4,153 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 3,603 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 143,751,967 shares in the last 24 months. This purchase volume represents approximately $65.37B in transactions.

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

Of the 2,359 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 101,326,320 shares in the last 24 months. This volume of shares sold represents approximately $44.81B in transactions.


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This page (NYSE:UNH) was last updated on 10/14/2025 by MarketBeat.com Staff
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