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UnitedHealth Group (UNH) Institutional Ownership

UnitedHealth Group logo
$376.86 -1.67 (-0.44%)
As of 11:25 AM Eastern
This is a fair market value price provided by Massive. 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)
2297
Total
Institutional Inflows
(last 12 months)
$51.04B
Number of
Institutional Sellers
(last 12 months)
1879
Total
Institutional Outflows
(last 12 months)
$21.81B
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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
10/13/2026NorthCrest Asset Manangement LLC24,897$9.24M0.2%+41.3%0.003%
10/13/2026Avior Wealth Management LLC8,186$3.01M0.1%-18.7%0.001%
10/13/2026Perpetual Ltd78,623$28.86M0.4%-6.8%0.009%
10/10/2026Taylor & Morgan Wealth Management LLC1,042$382K0.2%-3.7%0.000%
10/10/2026Wealth Science Advisors LLC1,349$495K0.2%-31.1%0.000%
10/10/2026jvl associates llc692$254K0.1%-15.0%0.000%
10/10/2026Tilia Fiduciary Partners Inc.7,237$2.66M1.3%+3.1%0.001%
10/10/2026ANB Bank4,579$1.68M0.6%-2.6%0.001%
10/10/2026Valley Wealth Managers Inc.16,783$6.16M0.3%-0.5%0.002%
10/10/2026Argus Investors Counsel Inc.1,141$419K0.3%N/A0.000%
10/10/2026Castleview Partners LLC9,191$3.37M1.5%+3.4%0.001%
10/9/2026Stokes Capital Advisors LLC2,882$1.06M0.2%+5.3%0.000%
10/9/2026Mirador Capital Partners LP28,030$10.29M1.2%+5.8%0.003%
10/9/2026Capital Advisors Wealth Management LLC786$289K0.0%-11.8%0.000%
10/9/2026Sound Income Strategies LLC1,145$425K0.0%-25.0%0.000%
10/9/2026GK Wealth Management LLC314$115K0.1%N/A0.000%
10/9/2026Balefire LLC2,837$1.04M0.2%-7.2%0.000%
10/9/2026David J Yvars Group922$338K0.2%N/A0.000%
10/9/2026Successful Portfolios LLC1,144$432K0.2%+2.7%0.000%
10/9/2026Bill Few Associates Inc.1,771$650K0.1%+122.8%0.000%
10/9/2026Cypress Financial Planning LLC915$336K0.1%+3.4%0.000%
10/9/2026Shulman DeMeo Asset Management LLC884$335K0.1%+10.6%0.000%
10/9/2026Avaii Wealth Management LLC3,231$1.20M0.3%-3.1%0.000%
10/9/2026Riversedge Advisors LLC1,769$649K0.1%N/A0.000%
10/9/2026Wedmont Private Capital14,613$5.42M0.1%+11.0%0.002%
10/9/2026Intelligence Driven Advisers LLC576$212K0.0%-9.6%0.000%
10/9/2026Athena Wealth Management LLC3,261$1.20M0.9%+9.9%0.000%
10/9/2026Central Bank & Trust Co.7,281$2.67M0.4%-3.1%0.001%
10/9/2026WoodTrust Financial Corp14,554$5.34M0.7%-49.6%0.002%
10/9/2026Brown Shipley& Co Ltd5,544$2.04M1.0%+1.1%0.001%
10/9/2026Douglas Lane & Associates LLC67,715$24.86M0.3%-9.3%0.008%
10/9/2026Cypress Asset Management Inc. TX2,151$790K0.2%-12.5%0.000%
10/9/2026Vilga Financial Planning LLC882$324K0.2%+3.5%0.000%
10/9/2026Breakwater Capital Group2,229$818K0.1%+14.6%0.000%
10/9/2026Eclectic Associates Inc. ADV9,482$3.48M0.4%-3.0%0.001%
10/9/2026LifeGoal Investments LLC577$212K0.1%N/A0.000%
10/9/2026Emergent Wealth Advisors LLC617$226K0.1%N/A0.000%
10/9/2026Stableford Capital II LLC4,374$1.61M0.5%+83.2%0.000%
10/9/2026Mn Services Vermogensbeheer B.V.268,333$98.50M0.7%+1.5%0.030%
10/9/2026Diversified Management Inc.5,024$1.84M0.3%N/A0.001%
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10/9/2026Acropolis Investment Management LLC10,577$3.88M0.2%-1.2%0.001%
10/9/2026GAMMA Investing LLC29,681$10.90M0.4%-1.1%0.003%
10/9/2026Allen Mooney & Barnes Investment Advisors LLC49,862$18.30M2.7%+0.8%0.006%
10/9/2026Galvin Gaustad & Stein LLC5,601$2.06M0.2%-0.6%0.001%
10/9/2026Dorato Capital Management2,621$985K0.7%+33.5%0.000%
10/9/2026Bell Asset Management Ltd11,096$4.07M1.5%-2.3%0.001%
10/8/2026Grove Bank & Trust3,654$1.34M0.1%-8.0%0.000%
10/8/2026Hamilton Capital LLC2,581$947K0.1%-3.3%0.000%
10/8/2026Farther Finance Advisors LLC28,807$10.57M0.1%+23.9%0.003%
10/8/2026Sapient Capital LLC1,629$598K0.0%-4.4%0.000%
10/8/2026CoreCap Advisors LLC3,614$1.33M0.0%+34.3%0.000%
10/8/2026Artemis Investment Management LLP189,516$69.57M0.5%-10.9%0.021%
10/8/2026Dickmeyer Boyce Financial Management Inc.1,519$558K0.3%-1.9%0.000%
10/8/2026Aletheian Wealth Advisors LLC646$237K0.1%-5.8%0.000%
10/8/2026Apeiron RIA LLC1,444$527K0.1%+25.8%0.000%
10/8/2026YHB Investment Advisors Inc.11,412$4.19M0.3%-2.0%0.001%
10/8/2026Apella Capital LLC5,356$2.01M0.0%+16.0%0.001%
10/8/2026Everhart Financial Group Inc.6,869$2.52M0.2%+2.0%0.001%
10/8/2026Gradient Investments LLC127,787$46.91M0.7%-8.6%0.014%
10/8/2026Valeo Financial Advisors LLC16,019$5.88M0.1%-0.6%0.002%
10/8/2026Tactive Advisors LLC1,185$435K0.1%+121.5%0.000%
10/8/2026New Covenant Trust Company N.A.1,335$490K0.3%+13.5%0.000%
10/8/2026Quintet Private Bank Europe S.A.70,325$25.82M1.2%+40.9%0.008%
10/8/2026Toth Financial Advisory Corp29,917$10.98M1.1%+14.3%0.003%
10/8/2026Whalen Wealth Management Inc.4,755$1.75M0.8%+1.4%0.001%
10/8/2026Vann Equity Management LLC2,166$795K0.5%N/A0.000%
10/8/2026Alkeme Wealth LLC2,338$858K0.3%-11.7%0.000%
10/8/2026Chickasaw Capital Management LLC9,669$3.55M0.1%-3.9%0.001%
10/8/2026Buska Wealth Management LLC1,412$518K0.2%-4.5%0.000%
10/8/2026HWG Holdings LP16,839$6.18M1.4%+20.7%0.002%
10/7/2026Venture Visionary Partners LLC8,927$3.28M0.1%N/A0.001%
10/7/2026Steph & Co.1,846$678K0.2%+14.5%0.000%
10/7/2026KFA Private Wealth Group LLC685$252K0.1%N/A0.000%
10/7/2026Cooper Financial Group4,706$1.73M0.1%+5.5%0.001%
10/7/2026Canandaigua National Trust Co of Florida781$287K0.2%N/A0.000%
10/7/2026Exchange Bank599$220K0.1%+24.3%0.000%
10/7/2026Persium Advisors LLC2,692$988K0.5%-4.2%0.000%
10/7/2026Epiq Partners LLC4,227$1.55M0.7%N/A0.000%
10/7/2026Investors Research Corp1,049$385K0.1%-6.3%0.000%
10/7/2026Rhodes Investment Advisors Inc. ADV3,994$1.47M1.0%-1.2%0.000%
10/7/2026Wealth Enhancement Trust Services Inc.3,741$1.37M0.1%+106.7%0.000%
10/7/2026Emprise Bank2,721$999K0.4%-1.8%0.000%
10/7/2026North Point Portfolio Managers Corp OH21,327$7.83M1.4%-3.3%0.002%
10/7/2026Benedict Financial Advisors Inc.2,128$781K0.1%+157.9%0.000%
10/7/2026MRA Advisory Group3,122$1.15M0.4%+29.0%0.000%
10/7/2026Strong Retirement Solutions LLC3,772$1.39M0.8%-7.1%0.000%
10/7/2026American National Bank of Texas712$261K0.2%-6.1%0.000%
10/7/2026American National Bank & Trust4,495$1.65M0.1%-11.7%0.001%
10/7/2026Worth Asset Management LLC1,496$549K0.2%-1.9%0.000%
10/7/2026Matrix Trust Co164$60K0.0%N/A0.000%
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10/7/2026First Community Trust NA513$188K0.1%+25.7%0.000%
10/7/2026Great Waters Wealth Management20,426$7.50M0.7%-0.9%0.002%
10/7/2026Weaver Consulting Group1,744$640K0.1%+3.0%0.000%
10/6/2026Congress Asset Management Co.3,173$1.17M0.0%+373.6%0.000%
10/6/2026Moody National Bank Trust Division6,387$2.35M0.2%-2.4%0.001%
10/6/2026Byrne Asset Management LLC1,062$388K0.2%-6.8%0.000%
10/6/2026Legacy Private Trust Co.11,929$4.38M0.2%+1.8%0.001%
10/6/2026Central Pacific Bank Trust Division13,956$5.12M0.5%-7.6%0.002%
10/5/2026Rosenberg Matthew Hamilton1,446$531K0.1%+5.2%0.000%
10/5/2026Ridgewood Investments LLC1,604$589K0.2%-42.7%0.000%


UNH Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,293 institutional investors and hedge funds held shares of UnitedHealth Group. The most heavily invested institutionals were BlackRock Inc. ($31.95B), Vanguard Group Inc. ($30.24B), State Street Corp ($18.97B), FMR LLC ($15.24B), Capital World Investors ($7.46B), Geode Capital Management LLC ($7.18B), and Price T Rowe Associates Inc. MD ($6.22B).Learn more on UnitedHealth Group's institutional investors.

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

Of the 3,678 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 ($38.16M), Corient Private Wealth LP ($16.35M), GAMMA Investing LLC ($8.30M), Nuveen LLC ($7.34M), Capital Research Global Investors ($7.29M), Vanguard Group Inc. ($6.96M), and Legal & General Group Plc ($6.19M).

Institutional investors have bought a total of 140,676,516 shares in the last 24 months. This purchase volume represents approximately $51.04B in transactions.

Of the 1,879 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: Wellington Management Group LLP ($8.52M), Capital Research Global Investors ($6.78M), Amundi ($2.68M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($2.64M), Cardano Risk Management B.V. ($2.27M), Bank of America Corp DE ($2.04M), and Bessemer Group Inc. ($1.38M).

Institutional investors have sold a total of 64,378,884 shares in the last 24 months. This volume of shares sold represents approximately $21.81B in transactions.


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Institutional ownership data for NYSE:UNH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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