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UnitedHealth Group (UNH) Institutional Ownership

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$399.67 +3.37 (+0.85%)
Closing price 03:59 PM Eastern
Extended Trading
$399.78 +0.10 (+0.03%)
As of 06:40 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
2307
Total
Institutional Inflows
(last 12 months)
$286.52B
Number of
Institutional Sellers
(last 12 months)
1888
Total
Institutional Outflows
(last 12 months)
$21.64B
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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
9/2/2026 Second Line Capital LLC1,066$443K0.1%-3.4%0.000%
9/2/2026Range Advisory LLC2,934$1.22M0.1%+68.3%0.000%
8/28/2026 Cornerstone Financial Management LLC974$405K0.3%+6.8%0.000%
8/27/2026 Corient Private Wealth LP520,634$216.39M0.3%-4.9%0.058%
8/26/2026 HORAN Wealth LLC686$285K0.0%N/A0.000%
8/26/2026 Principia Wealth Advisory LLC93$39K0.0%+55.0%0.000%
8/26/2026 Amundi5,054,732$2.10B0.5%-20.7%0.563%
8/26/2026 Wellington Grp LLC2,586$1.08M0.3%-2.7%0.000%
8/26/2026 Brown Financial Advisors5,774$2.40M0.8%-16.4%0.001%
8/26/2026 HighTower Advisors LLC682,746$283.77M0.3%+12.0%0.076%
8/25/2026 Advus Financial Partners LLC1,208$502K0.1%+27.6%0.000%
8/25/2026 Groupe la Francaise17,269$7.18M0.1%-0.5%0.002%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al154,540$64.23M0.4%N/A0.017%
8/25/2026 Financial Insights Inc.603$251K0.1%N/A0.000%
8/24/2026 Strategic Financial Services Inc.2,697$1.12M0.0%-5.3%0.000%
8/24/2026 First Eagle Investment Management LLC42,364$17.61M0.0%+3.8%0.005%
8/24/2026 California State Teachers Retirement System567,446,754$235.85B0.6%+41,749.2%63.219%
8/23/2026 Studio Investment Management LLC7,619$3.17M0.5%-1.4%0.001%
8/23/2026 Ameritas Advisory Services LLC9,856$4.10M0.1%+4.8%0.001%
8/23/2026 Guardian Wealth Advisors LLC NC4,507$1.87M0.1%+5.1%0.001%
8/23/2026 Wedmont Private Capital13,166$5.59M0.2%+0.9%0.001%
8/23/2026 Kintra Wealth LLC1,367$546K0.0%+46.4%0.000%
8/23/2026 Operose Advisors LLC256$106K0.0%-67.8%0.000%
8/23/2026 HB Wealth Management LLC58,523$24.32M0.1%+18.9%0.007%
8/23/2026 Nilsine Partners LLC3,511$1.46M0.1%+1.0%0.000%
8/23/2026 Saudi Central Bank63,538$26.41M0.3%+90.0%0.007%
8/23/2026 Fortitude Advisory Group L.L.C.942$392K0.2%-9.5%0.000%
8/23/2026 Angeles Wealth Management LLC4,132$1.72M0.1%+31.5%0.000%
8/23/2026 Azimuth Capital Investment Management LLC60,311$25.07M0.8%+134.3%0.007%
8/23/2026 Red Lighthouse Investment Management LLC773$321K0.1%N/A0.000%
8/22/2026 Rose Capital Advisors LLC757$314K0.2%N/A0.000%
8/22/2026 NI Acquisitions Company LLC411$171K0.1%N/A0.000%
8/22/2026 NBH Bank248$103K0.0%N/A0.000%
8/22/2026 William John Sempolinski650$270K0.1%N/A0.000%
8/22/2026 MW Advisory LLC652$271K0.1%N/A0.000%
8/22/2026 Markowski Investments221$92K0.0%N/A0.000%
8/22/2026 Highland Investment Advisors LLC711$296K0.1%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC301$125K0.2%N/A0.000%
8/22/2026 Oakmont Investment Advisors Inc.1,314$546K0.4%N/A0.000%
8/22/2026 TOP Private Wealth LLC.1,003$417K0.4%N/A0.000%
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8/22/2026 Invested Advisors690$287K0.3%N/A0.000%
8/22/2026 Elevation Wealth Management LLC2,361$981K0.7%+8.1%0.000%
8/22/2026 Investor s Fiduciary Advisor Network LLC771$320K0.1%-8.4%0.000%
8/22/2026 Legacy Wealth Managment LLC ID544$226K0.1%-21.3%0.000%
8/22/2026 Copley Financial Group Inc.1,075$447K0.2%-33.1%0.000%
8/22/2026 Sapient Capital LLC1,704$708K0.0%-44.9%0.000%
8/22/2026 Syon Capital LLC11,562$4.81M0.2%+25.0%0.001%
8/22/2026 denkapparat Operations GmbH920$382K0.1%N/A0.000%
8/22/2026 TD Waterhouse Canada Inc.150,953$64.43M0.2%+10.1%0.017%
8/22/2026 Premier Path Wealth Partners LLC7,830$3.25M0.4%+32.1%0.001%
8/22/2026 United Community Bank945$393K0.1%-22.1%0.000%
8/22/2026 Lakeshore Financial Planning Inc.530$221K0.1%N/A0.000%
8/22/2026 NEOS Investment Management LLC146,956$61.08M0.2%+10.9%0.016%
8/22/2026 Burford Brothers Inc.2,799$1.16M0.4%+2.2%0.000%
8/22/2026 Allen Mooney & Barnes Investment Advisors LLC49,469$20.56M3.1%-5.3%0.006%
8/21/2026 Alley Investment Management Company LLC580$241K0.0%N/A0.000%
8/21/2026 Mason & Associates Inc2,266$942K0.2%-18.5%0.000%
8/21/2026 Integrity Financial Corp WA566$235K0.1%N/A0.000%
8/21/2026 Athena Investment Management9,963$4.14M2.5%N/A0.001%
8/21/2026 Strengthening Families & Communities LLC372$155K0.0%-9.7%0.000%
8/21/2026 Greenspring Advisors LLC3,329$1.38M0.1%+4.1%0.000%
8/21/2026 Aletheian Wealth Advisors LLC686$285K0.1%N/A0.000%
8/21/2026 Paragon Private Wealth Management LLC1,511$628K0.2%+12.3%0.000%
8/21/2026 Mayport LLC661$275K0.0%N/A0.000%
8/21/2026 Continuum Advisory LLC2,489$1.04M0.1%-24.9%0.000%
8/21/2026 Safeguard Investment Advisory Group LLC4,682$1.95M0.4%+23.4%0.001%
8/21/2026 Round Rock Advisors LLC9,062$3.77M0.5%-3.2%0.001%
8/21/2026 Nykredit A S238,851$99.27M0.3%N/A0.027%
8/21/2026 EMC Capital Management3,731$1.62M0.6%N/A0.000%
8/21/2026 Coppell Advisory Solutions LLC2,905$1.21M0.2%N/A0.000%
8/21/2026 MBA Advisors LLC633$263K0.1%N/A0.000%
8/21/2026 Chesapeake Wealth Management1,652$687K0.2%-34.6%0.000%
8/21/2026 Ironvine Capital Partners LLC83,943$34.89M3.1%+27.6%0.009%
8/21/2026 Independence Bank of Kentucky6,828$2.84M0.3%-4.9%0.001%
8/21/2026 Bedel Financial Consulting Inc.996$414K0.0%-3.4%0.000%
8/21/2026 Investors Research Corp1,119$465K0.1%-7.0%0.000%
8/21/2026 Triumph Capital Management1,878$781K0.1%-34.6%0.000%
8/21/2026 Legacy Financial Advisors Inc.3,684$1.53M0.2%+49.1%0.000%
8/20/2026 Cooper Haims Advisors LLC725$301K0.1%N/A0.000%
8/20/2026 Proficio Capital Partners LLC4,748$1.97M0.1%N/A0.001%
8/20/2026 Community Bank & Trust Waco Texas11,330$4.71M0.8%-2.6%0.001%
8/20/2026 Nwam LLC5,805$2.41M0.1%+46.7%0.001%
8/20/2026 Teza Capital Management LLC970$403K0.8%-19.8%0.000%
8/20/2026 Clifford Swan Investment Counsel LLC102,523$42.61M1.4%-7.9%0.011%
8/20/2026 Rehmann Capital Advisory Group10,202$4.24M0.2%+3.7%0.001%
8/20/2026 NS Partners Ltd139,338$57.91M2.5%-5.8%0.016%
8/20/2026 CMH Wealth Management LLC4,093$1.70M0.3%+5.3%0.000%
8/20/2026 Maple Rock Capital Partners Inc.681,100$283.09M5.6%+216.2%0.076%
8/20/2026 Orgel Wealth Management LLC565$235K0.0%N/A0.000%
8/20/2026 Montanova Capital LLC64,130$26.65M0.4%-36.3%0.007%
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8/20/2026 JNBA Financial Advisors4,505$1.87M0.1%+1.7%0.001%
8/20/2026 CTC Alternative Strategies Ltd.760$316K0.5%N/A0.000%
8/20/2026 Oarsman Capital Inc.4,497$1.87M0.1%+1.0%0.001%
8/20/2026 Kerrisdale Advisers LLC5,131$2.13M0.5%-42.0%0.001%
8/20/2026 Rothschild Capital Partners LLC2,400$998K0.2%N/A0.000%
8/20/2026 QV Investors Inc.24,874$10.34M0.8%-2.7%0.003%
8/20/2026 Senator Investment Group LP186,677$77.59M2.8%+433.4%0.021%
8/20/2026 Fosun International Ltd1,548$643K0.1%-76.9%0.000%
8/20/2026 Moore Capital Management LP5,000$2.08M0.0%N/A0.001%
8/20/2026 Sigma Planning Corp12,723$5.29M0.1%-12.4%0.001%


UNH Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,306 institutional investors and hedge funds held shares of UnitedHealth Group. The most heavily invested institutionals were California State Teachers Retirement System ($235.85B), BlackRock Inc. ($31.95B), Vanguard Group Inc. ($30.24B), FMR LLC ($15.24B), State Street Corp ($14.93B), Capital World Investors ($7.46B), and Geode Capital Management LLC ($7.18B).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 3,691 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: California State Teachers Retirement System ($566.09M), 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), and Vanguard Group Inc. ($6.96M).

Institutional investors have bought a total of 707,006,995 shares in the last 24 months. This purchase volume represents approximately $286.52B in transactions.

Of the 1,888 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 64,243,875 shares in the last 24 months. This volume of shares sold represents approximately $21.64B 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 9/2/2026. New 13F filings are added each quarter as they're published.
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