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UnitedHealth Group (UNH) Institutional Ownership

UnitedHealth Group logo
$424.64 -0.72 (-0.17%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$424.80 +0.16 (+0.04%)
As of 07/2/2026 07:59 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)
2501
Total
Institutional Inflows
(last 12 months)
$43.60B
Number of
Institutional Sellers
(last 12 months)
2143
Total
Institutional Outflows
(last 12 months)
$30.42B
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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
7/2/2026Kozak & Associates Inc.267$114K0.0%-23.1%0.000%
7/2/2026MassMutual Private Wealth & Trust FSB4,901$2.04M0.1%+5.9%0.001%
7/2/2026Versant Capital Management Inc3,565$1.48M0.1%+21.6%0.000%
7/2/2026Hilltop National Bank5,478$2.28M0.5%+1.9%0.001%
7/2/2026CX Institutional29,729$12.36M0.4%+1.8%0.003%
7/1/2026 First Financial Bank Trust Division556$231K0.0%N/A0.000%
7/1/2026 Eastern Bank7,663$3.19M0.0%-0.6%0.001%
6/24/2026Basecamp Wealth Advisors LLC2,262$612K0.1%+4.7%0.000%
6/24/2026Redwood Investment Management LLC2,824$764K0.1%N/A0.000%
6/23/2026Ballast Advisors LLC1,114$301K0.1%-2.5%0.000%
6/22/2026Sapient Capital LLC3,091$836K0.0%+24.8%0.000%
6/22/2026Vilga Financial Planning LLC764$207K0.2%+4.9%0.000%
6/18/2026Pacer Advisors Inc.74,000$20.02M0.0%-16.4%0.008%
6/10/2026FAS Wealth Partners Inc.11,283$3.05M0.2%+270.7%0.001%
6/9/2026Rathbones Group PLC37,906$10.26M0.0%-11.1%0.004%
6/8/2026Pine Valley Investments Ltd Liability Co10,489$2.84M0.1%-10.6%0.001%
6/8/2026Farmers National Bank9,261$2.51M0.6%+1.6%0.001%
6/4/2026Evansbrook LLC3,372$913K0.6%-2.4%0.000%
6/3/2026CoreFirst Bank & Trust6,082$1.65M0.9%+198.3%0.001%
6/3/2026Parallel Advisors LLC24,325$6.58M0.1%-7.9%0.003%
6/3/2026NewEdge Advisors LLC83,019$22.46M0.1%-25.8%0.009%
6/2/2026Blue Edge Capital LLC16,783$4.54M0.6%-0.2%0.002%
6/1/2026Caerus Investment Advisors LLC872$236K0.1%-26.5%0.000%
6/1/2026First Nebraska Trust Co4,077$1.10M0.1%N/A0.000%
6/1/2026Foguth Wealth Management LLC.661$179K0.0%-11.7%0.000%
6/1/2026Financial Solutions Advisory Group Inc.2,499$676K0.1%N/A0.000%
6/1/2026Integrated Investment Consultants LLC976$264K0.1%-8.5%0.000%
6/1/2026Dala Group LLC4,048$1.10M0.9%N/A0.000%
6/1/2026Keel Point LLC2,804$759K0.1%-36.3%0.000%
5/29/2026Asset Dedication LLC6,698$1.81M0.1%-19.0%0.001%
5/28/2026Cozad Asset Management Inc.1,287$348K0.0%+107.9%0.000%
5/28/2026Blue Fin Capital Inc.16,171$4.38M0.7%+0.3%0.002%
5/28/2026Avidity Partners Management LP3,800$1.03M0.2%N/A0.000%
5/27/2026Allen Capital Group LLC1,080$292K0.0%-94.8%0.000%
5/27/2026Westshore Wealth LLC741$201K0.1%+22.1%0.000%
5/26/2026Glenmede Trust Co. NA119,680$32.38M0.2%-20.7%0.013%
5/26/2026Summit Financial Wealth Advisors LLC29,906$8.09M1.1%+536.8%0.003%
5/26/2026Axiom Investment Management LLC532$144K0.1%N/A0.000%
5/22/2026Summitry LLC1,379$373K0.0%+69.6%0.000%
5/22/2026Groupama Asset Managment57,020$15.43M0.2%-4.0%0.006%
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5/22/2026Segall Bryant & Hamill LLC34,915$9.96M0.1%N/A0.004%
5/22/2026Wellington Grp LLC2,659$719K0.2%+8.6%0.000%
5/22/2026Verus Capital Partners LLC1,392$377K0.0%-8.1%0.000%
5/21/2026Raab & Moskowitz Asset Management LLC6,949$1.88M0.4%-0.5%0.001%
5/21/2026GKV Capital Management Co. Inc.4,110$1.11M0.4%N/A0.000%
5/21/2026Essential Partners LLC433$117K0.0%+7.7%0.000%
5/21/2026Vestor Capital LLC665$180K0.0%-22.3%0.000%
5/21/2026J. Derek Lewis & Associates Inc.1,732$442K0.1%+12.5%0.000%
5/21/2026Groupe la Francaise17,354$4.70M0.1%+13.6%0.002%
5/20/2026CCM Investment Advisers LLC1,141$309K0.0%-19.6%0.000%
5/20/2026Liontrust Investment Partners LLP18,679$5.05M0.1%-42.8%0.002%
5/19/2026Western Wealth Management LLC13,769$3.73M0.1%+61.3%0.002%
5/19/2026Silicon Valley Capital Partners34,271$9.27M0.9%+1,605.9%0.004%
5/19/2026Paragon Private Wealth Management LLC1,346$364K0.1%+3.6%0.000%
5/19/2026Bank of America Corp DE11,713,684$3.17B0.2%+21.8%1.290%
5/19/2026Strait & Sound Wealth Management LLC918$248K0.1%N/A0.000%
5/19/2026Edgestream Partners L.P.4,963$1.34M0.0%-5.6%0.001%
5/19/2026Kensington Investment Counsel LLC8,398$2.27M1.1%-1.9%0.001%
5/19/2026H&H International Investment LLC601,400$162.73M0.8%N/A0.066%
5/19/2026Kentucky Retirement Systems83,119$22.49M0.8%+45.5%0.009%
5/19/2026Chesapeake Wealth Management2,527$684K0.2%-34.2%0.000%
5/19/2026Janus Henderson Group PLC3,691,607$991.45M0.5%+2.5%0.407%
5/19/2026Centaurus Financial Inc.11,867$3.21M0.2%-2.6%0.001%
5/19/2026Bull Harbor Capital LLC1,922$520K0.1%N/A0.000%
5/19/2026Strategic Investment Advisors MI1,038$281K0.0%+70.4%0.000%
5/19/2026Ashton Thomas Securities LLC5,392$1.46M0.2%+7.2%0.001%
5/19/2026South Dakota Investment Council173,485$46.94M0.9%+6.4%0.019%
5/19/2026IFS Group LLC817$221K0.2%N/A0.000%
5/19/2026Opal Capital LLC34,927$9.45M1.7%+196.6%0.004%
5/18/2026ADAR1 Capital Management LLC5,501$1.49M0.1%N/A0.001%
5/18/2026Sunbelt Securities Inc.5,429$1.47M0.1%+283.4%0.001%
5/18/2026Guardian Partners Inc.13,243$3.59M0.3%-24.6%0.001%
5/18/2026Amundi6,376,198$1.73B0.5%-13.3%0.702%
5/18/2026EverSource Wealth Advisors LLC5,550$1.50M0.0%+2.2%0.001%
5/18/2026California State Teachers Retirement System1,355,931$366.90M0.4%-2.4%0.149%
5/18/2026Resources Management Corp CT ADV7,951$2.15M0.3%-1.8%0.001%
5/18/2026Richwood Investment Advisors LLC4,209$1.14M0.9%-1.1%0.000%
5/18/2026Rock Springs Capital Management LP53,000$14.34M0.8%+29.9%0.006%
5/18/2026Ruane Cunniff & Goldfarb L.P.728,407$197.10M3.3%-2.4%0.080%
5/18/2026Empowered Funds LLC115,284$31.20M0.2%+36.9%0.013%
5/18/2026Evelyn Partners Investment Management Europe Ltd1,161$314K0.1%-65.7%0.000%
5/18/2026Evelyn Partners Investment Management LLP95,509$25.84M0.7%-42.8%0.011%
5/18/2026Evelyn Partners Investment Management Services Ltd6,587$1.78M0.2%+2.1%0.001%
5/18/2026Evercore Wealth Management LLC84,660$22.91M0.4%-21.6%0.009%
5/18/2026Exome Asset Management LLC12,862$3.48M1.8%+120.4%0.001%
5/16/2026The Manufacturers Life Insurance Company 2,579,283$697.93M0.6%+9.0%0.284%
5/16/2026KCM Investment Advisors LLC8,606$2.33M0.1%-2.7%0.001%
5/16/2026IMG Wealth Management Inc.349$94K0.1%-28.2%0.000%
5/16/2026Glen Eagle Advisors LLC1,873$507K0.1%-23.7%0.000%
5/16/2026Copley Financial Group Inc.1,608$435K0.3%-5.3%0.000%
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5/16/2026Hound Partners LLC4,580$1.24M0.2%N/A0.001%
5/16/2026Clough Capital Partners L P15,045$4.07M0.4%-6.6%0.002%
5/16/2026SummitTX Capital L.P.1,349$365K0.0%-98.4%0.000%
5/16/2026Lazard Asset Management LLC528,530$143.02M0.2%-9.1%0.058%
5/15/2026Gateway Wealth Partners LLC7,609$2.06M0.1%+241.8%0.001%
5/15/2026Blue Chip Partners LLC2,023$547K0.0%-96.0%0.000%
5/15/2026Royal Capital Wealth Management LLC6,224$1.68M1.0%-0.6%0.001%
5/15/2026Quadcap Wealth Management LLC2,060$557K0.1%-11.1%0.000%
5/15/2026Delta Global Management LP6,050$1.64M0.1%N/A0.001%
5/15/2026Everest Financial Group LLC33,965$9.19M1.5%+17.6%0.004%


UNH Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,319 institutional investors and hedge funds held shares of UnitedHealth Group. The most heavily invested institutionals were 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), Price T Rowe Associates Inc. MD ($6.22B), and Capital International Investors ($6.16B).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 3,721 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 ($8.29M), 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 134,482,750 shares in the last 24 months. This purchase volume represents approximately $43.60B in transactions.

Of the 2,143 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), Franklin Resources Inc. ($3.97M), Canada Pension Plan Investment Board ($2.50M), Bessemer Group Inc. ($2.37M), Cardano Risk Management B.V. ($2.27M), and Mawer Investment Management Ltd. ($1.93M).

Institutional investors have sold a total of 94,494,318 shares in the last 24 months. This volume of shares sold represents approximately $30.42B in transactions.


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This page (NYSE:UNH) was last updated on 7/3/2026 by MarketBeat.com Staff.
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