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UnitedHealth Group (UNH) Institutional Ownership

UnitedHealth Group logo
$321.76 +5.87 (+1.86%)
As of 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for UnitedHealth Group (NYSE:UNH)

Current
Institutional Ownership
Percentage
87.86%
Number of
Institutional Buyers
(last 12 months)
2655
Total
Institutional Inflows
(last 12 months)
$57.26B
Number of
Institutional Sellers
(last 12 months)
2275
Total
Institutional Outflows
(last 12 months)
$36.35B
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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
5/20/2025 Glenview 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%
5/19/2025 Advisory Alpha LLC4,555$2.39M0.1%+6.9%0.001%
5/19/2025 Bayforest Capital Ltd55$29K0.0%+685.7%0.000%
5/19/2025Alaethes Wealth LLC4,763$2.50M0.9%+2.5%0.001%
5/19/2025 SCS Capital Management LLC4,609$2.41M0.0%N/A0.001%
5/19/2025UBS 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%
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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%
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%
5/16/2025 Philadelphia Financial Management of San Francisco LLC18,910$9.90M1.9%N/A0.002%
5/16/2025 Plancorp LLC12,280$6.43M0.3%-4.1%0.001%
5/16/2025 Polar Asset Management Partners Inc.21,472$11.25M0.3%+450.6%0.002%
5/16/2025 NFJ Investment Group LLC77,183$40.43M1.4%-18.5%0.009%
5/16/2025 Nissay Asset Management Corp Japan ADV174,901$91.60M0.6%+9.6%0.019%
5/16/2025 Nearwater Capital Markets Ltd55,000$28.81M0.8%N/A0.006%
5/16/2025 NewEdge Advisors LLC123,207$64.53M0.4%-0.9%0.014%
5/16/2025 Night Owl Capital Management LLC83,996$43.99M5.5%+39.3%0.009%
5/16/2025 Nippon Life Global Investors Americas Inc.115,290$60.38M3.0%+11.1%0.013%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.127,262$66.65M0.2%+16.3%0.014%
5/16/2025 Integrated Wealth Concepts LLC26,383$13.82M0.2%-1.4%0.003%
5/16/2025 Ironvine Capital Partners LLC62,718$32.85M3.6%-2.5%0.007%
5/16/2025 KDT Advisors LLC687$360K0.5%+9.9%0.000%
5/16/2025 Kensico Capital Management Corp196,600$102.97M2.3%-12.8%0.022%
5/16/2025 Greenline Partners LLC6,741$3.53M0.5%+0.8%0.001%
5/16/2025 Hancock Whitney Corp7,496$3.93M0.1%-12.8%0.001%
5/16/2025 DnB Asset Management AS331,789$173.77M0.8%+22.5%0.037%
5/16/2025 Edmond DE Rothschild Holding S.A.47,801$25.04M0.4%-7.7%0.005%
5/16/2025 EFG Asset Management North America Corp.2,849$1.49M0.2%N/A0.000%
5/16/2025 Estuary Capital Management LP95,300$49.91M12.1%N/A0.011%
5/16/2025 Cinctive Capital Management LP10,514$5.51M0.4%+17.8%0.001%
5/16/2025 Clark Capital Management Group Inc.233,740$122.42M0.9%+4.3%0.026%
5/16/2025 Clifford Group LLC1,244$652K0.6%-15.9%0.000%
5/16/2025 Copperleaf Capital LLC1,281$671K0.4%-39.4%0.000%
5/16/2025 Curi RMB Capital LLC78,248$40.98M1.0%-12.0%0.009%
5/16/2025 Bridgeway Capital Management LLC36,450$19.09M0.5%-5.6%0.004%
5/16/2025 Banque Transatlantique SA2,905$1.41M0.0%+16.6%0.000%
5/16/2025 Alliancebernstein L.P.7,498,702$3.93B1.4%-0.3%0.827%
5/16/2025 AQR Capital Management LLC784,689$410.98M0.4%+251.5%0.087%
5/16/2025 Atalanta Sosnoff Capital LLC86,590$45.35M1.1%-4.1%0.010%
5/16/2025 Advisors Asset Management Inc.37,460$19.62M0.4%-5.7%0.004%
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5/16/2025 AlTi Global Inc.12,942$6.78M0.2%-19.0%0.001%
5/16/2025 Alyeska Investment Group L.P.70,000$36.66M0.1%+21.1%0.008%
5/16/2025 Amundi4,626,626$2.50B0.9%-23.8%0.510%
5/16/2025 Ancora Advisors LLC114,433$59.94M1.3%-0.4%0.013%
5/16/2025 Appaloosa LP175,000$91.66M1.1%+0.3%0.019%
5/16/2025 Aprio Wealth Management LLC1,471$770K0.1%+10.0%0.000%
5/16/2025 11 Capital Partners LP15,700$8.22M2.7%-8.5%0.002%
5/16/2025 140 Summer Partners LP151,935$79.58M10.2%N/A0.017%
5/16/2025 683 Capital Management LLC52,000$27.24M1.9%N/A0.006%
5/16/2025 Adage Capital Partners GP L.L.C.914,051$478.73M0.9%+0.3%0.101%
(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, 4,107 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 3,568 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 1,198,791,684 shares in the last 24 months. This purchase volume represents approximately $582.47B in transactions.

Which UnitedHealth Group major shareholders have been selling company stock?

Of the 2,843 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 191,296,000 shares in the last 24 months. This volume of shares sold represents approximately $95.59B in transactions.



This page (NYSE:UNH) was last updated on 5/20/2025 by MarketBeat.com Staff
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