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UnitedHealth Group (UNH) Institutional Ownership

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$399.32 -6.27 (-1.54%)
Closing price 03:59 PM Eastern
Extended Trading
$399.50 +0.18 (+0.04%)
As of 04:19 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)
2339
Total
Institutional Inflows
(last 12 months)
$39.13B
Number of
Institutional Sellers
(last 12 months)
1939
Total
Institutional Outflows
(last 12 months)
$22.19B
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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
8/13/2026Cibc World Market Inc.437,744$181.94M0.3%N/A0.048%
8/13/2026Satovsky Asset Management LLC928$386K0.1%N/A0.000%
8/13/2026Osbon Capital Management LLC504$209K0.2%N/A0.000%
8/13/2026OMERS ADMINISTRATION Corp504,830$209.82M1.3%N/A0.056%
8/13/2026Osmosis Investment Management UK Ltd28,873$12M0.6%N/A0.003%
8/13/2026Sanctuary Advisors LLC214,643$89.21M0.4%N/A0.024%
8/13/2026Seros Financial LLC569$237K0.1%N/A0.000%
8/13/2026Barbara Oil Co.7,500$3.12M1.0%N/A0.001%
8/13/2026Saranac Partners Ltd20,032$8.34M2.4%N/A0.002%
8/13/2026Solstein Capital LLC98$41K0.0%N/A0.000%
8/13/2026Connor Clark & Lunn Investment Management Ltd.293,392$121.94M0.2%N/A0.032%
8/13/2026Meiji Yasuda Asset Management Co Ltd.33,317$13.85M0.6%N/A0.004%
8/13/2026Forefront Analytics LLC1,409$586K0.6%N/A0.000%
8/13/2026Te Ahumairangi Investment Management Ltd6,662$2.77M0.4%N/A0.001%
8/13/2026Magellan Asset Management Ltd104,330$43.36M1.0%N/A0.011%
8/13/2026Mission Financial Group LLC752$313K0.3%N/A0.000%
8/13/2026Pinnacle Holdings LLC10,102$4.20M1.3%N/A0.001%
8/13/2026Barrow Hanley Mewhinney & Strauss LLC1,462,167$607.72M1.8%N/A0.163%
8/13/2026LM Advisors LLC3,823$1.59M0.2%N/A0.000%
8/13/2026Berry Wealth Group LP567$236K0.8%N/A0.000%
8/13/2026Haverford Trust Co39,455$16.40M0.1%N/A0.004%
8/13/2026Clear Harbor Asset Management LLC14,000$5.82M0.4%N/A0.002%
8/13/2026First Nebraska Trust Co4,077$1.70M0.1%N/A0.000%
8/12/2026Vista Investment Management4,952$2.06M0.6%N/A0.001%
8/12/2026Compass Financial Management LLC6,452$2.63M0.3%N/A0.001%
8/12/2026Elevation Point Wealth Partners LLC31,341$13.03M0.2%N/A0.003%
8/12/2026Alta Advisers Ltd3,616$1.50M0.3%N/A0.000%
8/12/2026Daiichi Life Insurance Co. Ltd.66,560$27.66M0.6%N/A0.007%
8/12/2026Foyston Gordon & Payne Inc29,851$12.41M2.7%N/A0.003%
8/12/2026Commerce Bank124,329$51.68M0.2%N/A0.014%
8/12/2026Pinnbrook Capital Management LP7,360$3.06M0.3%N/A0.001%
8/12/2026Northwestern Mutual Wealth Management Co.272,738$113.36M0.1%N/A0.030%
8/12/2026Academy Capital Management84,959$35.31M4.7%N/A0.009%
8/12/2026CFO4Life Group LLC1,653$687K0.1%N/A0.000%
8/12/2026 Fortress Financial Group LLC1,024$426K0.1%N/A0.000%
8/12/2026Evolve Private Wealth LLC10,999$4.57M0.3%N/A0.001%
8/12/2026WealthShield Partners LLC5,377$2.24M0.3%N/A0.001%
8/12/2026W1M Asset Management Ltd842,562$349.96M3.2%N/A0.093%
8/12/2026Varma Mutual Pension Insurance Co146,662$60.96M0.3%N/A0.016%
8/12/2026X Square Capital LLC3,582$1.49M0.4%N/A0.000%
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8/12/2026George Kaiser Family Foundation4,305$1.79M0.2%N/A0.000%
8/12/2026Emerald Investment Advisers LLC30,090$12.51M0.8%N/A0.003%
8/12/2026Westpac Banking Corp32,963$13.70M0.8%N/A0.004%
8/12/2026TRB Wealth Management LLC3,137$1.30M0.2%N/A0.000%
8/12/2026Sumitomo Life Insurance Co.4,301$1.79M0.0%N/A0.000%
8/12/2026William Blair Investment Management LLC523,387$217.54M0.7%N/A0.058%
8/12/2026Harber Asset Management LLC17,317$7.20M4.3%N/A0.002%
8/12/2026Landscape Capital Management L.L.C.5,828$2.42M0.2%N/A0.001%
8/12/2026Concord Investment Counsel Inc.24,054$9.97M2.7%N/A0.003%
8/12/2026Korea Investment CORP703,580$292.43M0.6%N/A0.077%
8/12/2026EP Wealth Advisors LLC24,815$10.31M0.0%N/A0.003%
8/12/2026Heartland Bank & Trust Co3,597$1.50M0.3%N/A0.000%
8/12/2026Rakuten Securities Inc.3,764$1.56M0.4%N/A0.000%
8/12/2026Pinnacle West Asset Management Inc.7,338$3.05M2.1%N/A0.001%
8/12/2026 Ieq Capital LLC179,199$74.48M0.3%N/A0.020%
8/12/2026 Burnham & Co LLC3,155$1.31M1.1%N/A0.000%
8/12/2026 Heron Bay Capital Management776$323K0.0%N/A0.000%
8/12/2026 Callan Family Office LLC59,730$24.83M0.5%N/A0.007%
8/12/2026 Gambit Capital Management LLC591$246K0.1%N/A0.000%
8/12/2026 Heartland Advisors Inc.945$393K0.0%N/A0.000%
8/12/2026 G2 Capital Management LLC OH587$244K0.1%N/A0.000%
8/12/2026 Manhattan West Asset Management LLC11,236$4.67M0.8%N/A0.001%
8/12/2026 Laidlaw Wealth Management LLC500$208K0.6%N/A0.000%
8/12/2026 Keebeck Wealth Management11,754$4.89M0.5%N/A0.001%
8/11/2026 Keating Financial Advisory Services Inc.1,931$803K0.1%N/A0.000%
8/11/2026 Patron Partners LLC2,428$1.01M0.4%N/A0.000%
8/11/2026 OneAscent Family Office LLC2,262$940K0.5%N/A0.000%
8/11/2026 OneAscent Financial Services LLC4,686$1.95M0.1%N/A0.001%
8/11/2026 Paralel Advisors LLC8,536$3.55M0.1%N/A0.001%
8/11/2026 Bowie Capital Management LLC221,244$91.96M3.9%N/A0.024%
8/11/2026 Allworth Financial LP88,309$36.70M0.2%N/A0.010%
8/11/2026 Greenspring Advisors LLC3,329$1.38M0.1%N/A0.000%
8/11/2026 B. Metzler seel. Sohn & Co. AG86,196$35.83M0.3%N/A0.009%
8/11/2026 Bernicke Wealth Management Ltd.3,452$1.44M0.2%-7.6%0.000%
8/11/2026 Silvant Capital Management LLC921$383K0.0%N/A0.000%
8/11/2026 LaSalle St. Investment Advisors LLC4,364$1.81M0.2%N/A0.000%
8/11/2026 Mystic Asset Management Inc.7,794$3.24M0.7%N/A0.001%
8/11/2026 Kilter Group LLC178$74K0.0%N/A0.000%
8/11/2026 Portfolio Design Labs LLC14,201$5.90M1.0%N/A0.002%
8/11/2026 Hara Capital LLC344$143K0.1%N/A0.000%
8/11/2026 Fischer Financial Services Inc.3,512$1.46M0.4%N/A0.000%
8/11/2026 SGL Investment Advisors Inc.1,482$606K0.2%N/A0.000%
8/11/2026 Advisors Capital Management LLC16,670$6.93M0.1%N/A0.002%
8/11/2026 MJP Associates Inc. ADV4,005$1.66M0.2%N/A0.000%
8/11/2026 PCM Encore LLC4,200$1.75M0.3%N/A0.000%
8/11/2026 Trillium Asset Management LLC15,493$6.44M0.2%N/A0.002%
8/11/2026 Vise Technologies Inc.41,380$17.20M0.2%N/A0.005%
8/11/2026 August Group Capital Ltd783$325K0.4%N/A0.000%
8/11/2026 E Fund Management Co. Ltd.11,317$4.70M0.1%N/A0.001%
8/11/2026 Notis McConarty Edward525$218K0.1%N/A0.000%
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8/11/2026 Asahi Life Asset Management CO. LTD.8,251$3.43M1.9%N/A0.001%
8/11/2026 Somerville Kurt F4,717$1.96M0.5%N/A0.001%
8/11/2026 MSH Capital Advisors LLC3,997$1.66M0.3%N/A0.000%
8/11/2026 Puzo Michael J1,415$588K0.2%N/A0.000%
8/11/2026 Frazier Financial Advisors LLC1,120$466K0.2%N/A0.000%
8/11/2026 Bell & Brown Wealth Advisors LLC14,604$6.07M1.8%N/A0.002%
8/11/2026 Northcape Wealth Management LLC654$272K0.1%N/A0.000%
8/11/2026 Edmond DE Rothschild Holding S.A.34,359$14.28M0.2%N/A0.004%
8/11/2026 Uptick Partners LLC506$210K0.0%N/A0.000%
8/11/2026 CM Wealth Advisors LLC961$399K0.1%N/A0.000%


UNH Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,284 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), FMR LLC ($15.24B), State Street Corp ($14.93B), 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 3,673 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), GAMMA Investing LLC ($8.30M), Nuveen LLC ($7.34M), Capital Research Global Investors ($7.29M), Vanguard Group Inc. ($6.96M), Amundi ($6.10M), and International Assets Investment Management LLC ($5.71M).

Institutional investors have bought a total of 115,168,483 shares in the last 24 months. This purchase volume represents approximately $39.13B in transactions.

Of the 1,907 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), Canada Pension Plan Investment Board ($2.50M), Cardano Risk Management B.V. ($2.27M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.73M), Bessemer Group Inc. ($1.38M), and Veritas Asset Management LLP ($1.38M).

Institutional investors have sold a total of 67,615,929 shares in the last 24 months. This volume of shares sold represents approximately $22.19B in transactions.


Related Companies

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 8/13/2026. New 13F filings are added each quarter as they're published.
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