Go Pro
→ Ticker Revealed: Pre-IPO Access to 'Next Elon Musk' Company (From Banyan Hill Publishing) (Ad)tc pixel Free UNH Stock Alerts

UnitedHealth Group (UNH) Institutional Ownership

UnitedHealth Group logo
$401.52 +2.47 (+0.62%)
Closing price 08/14/2026 03:59 PM Eastern
Extended Trading
$401.79 +0.27 (+0.07%)
As of 08/14/2026 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.
Compare

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

Current
Institutional Ownership
Percentage
87.86%
Number of
Institutional Buyers
(last 12 months)
2305
Total
Institutional Inflows
(last 12 months)
$42.77B
Number of
Institutional Sellers
(last 12 months)
1891
Total
Institutional Outflows
(last 12 months)
$19.80B
Get UNH Insider Trade Alerts

Want to know when executives and insiders are buying or selling UnitedHealth Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

UNH Institutional Buying and Selling by Quarter

UnitedHealth Group Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2026PMV Capital Advisers LLC835$347K0.5%N/A0.000%
8/15/2026Jupiter Topco LLC4,859,820$2.02B0.8%N/A0.541%
8/15/2026Route One Investment Company L.P.487,725$202.71M8.1%N/A0.054%
8/15/2026Merited Wealth LLC894$372K0.3%N/A0.000%
8/14/2026EFG International AG15,036$6.25M0.1%N/A0.002%
8/14/2026Primecap Management Co. CA144,121$59.90M0.0%N/A0.016%
8/14/2026Palisade Capital Management LP832$346K0.0%N/A0.000%
8/14/2026Cooper Haims Advisors LLC725$301K0.1%N/A0.000%
8/14/2026Canada Pension Plan Investment Board2,338,034$971.76M0.5%N/A0.260%
8/14/2026Parkman Healthcare Partners LLC55,921$23.24M2.4%N/A0.006%
8/14/2026Royal Capital Wealth Management LLC6,241$2.59M1.5%N/A0.001%
8/14/2026White Knight Strategic Wealth Advisors LLC784$326K0.2%N/A0.000%
8/14/2026Legal & General Group Plc5,882,462$2.44B0.5%N/A0.655%
8/14/2026The Manufacturers Life Insurance Company 2,071,359$860.92M0.7%N/A0.231%
8/14/2026Kelly Lawrence W & Associates Inc. CA36,429$15.14M3.2%N/A0.004%
8/14/2026 Trajan Wealth LLC79,527$33.05M1.2%N/A0.009%
8/14/2026 Van Hulzen Asset Management LLC11,817$4.91M0.3%N/A0.001%
8/14/2026Womack Financial LLC1,310$544K0.4%N/A0.000%
8/14/2026Peak Asset Management LLC1,912$795K0.1%N/A0.000%
8/14/2026Fiduciary Financial Advisors339$138K0.0%N/A0.000%
8/14/2026Manning & Napier Advisors LLC276,681$116.16M1.5%N/A0.031%
8/14/2026Hyperion Capital Advisors LP17,416$7.24M3.3%N/A0.002%
8/14/2026 Granger Management LLC793$330K0.1%N/A0.000%
8/14/2026 SaddleRock Capital Management LLC17,179$7.14M6.9%N/A0.002%
8/14/2026 Cetera Trust Company N.A4,780$1.99M1.0%N/A0.001%
8/14/2026 Aberdeen Wealth Management LLC75$31K0.0%N/A0.000%
8/14/2026 Visionary Wealth Advisors7,107$2.95M0.1%N/A0.001%
8/14/2026 Cullen Capital Management LLC475,519$197.64M1.9%N/A0.053%
8/14/2026 Whalen Wealth Management Inc.4,689$1.95M0.9%N/A0.001%
8/14/2026 Ames National Corp1,471$611K0.3%N/A0.000%
8/13/2026 D.B. Root & Company LLC1,280$532K0.1%N/A0.000%
8/13/2026 Flavin Financial Services Inc.9,082$3.78M2.2%N/A0.001%
8/13/2026 GSG Advisors LLC910$378K0.1%N/A0.000%
8/13/2026 Asset One Wealth Management LLC1,453$608K0.1%N/A0.000%
8/13/2026 Investor s Fiduciary Advisor Network LLC771$320K0.1%N/A0.000%
8/13/2026 Patient Capital Management LLC437,773$181.95M6.0%N/A0.048%
8/13/2026 Safeguard Investment Advisory Group LLC4,682$1.95M0.4%N/A0.001%
8/13/2026 Ally Financial Inc.30,000$12.47M1.6%N/A0.003%
8/13/2026 TCM Advisors LLC2,800$1.16M0.1%N/A0.000%
8/13/2026 Winmill & CO. Inc.13,500$5.61M1.2%N/A0.001%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
8/13/2026 Cibc World Market Inc.437,744$181.94M0.3%N/A0.048%
8/13/2026 Satovsky Asset Management LLC928$386K0.1%N/A0.000%
8/13/2026 Osbon Capital Management LLC504$209K0.2%N/A0.000%
8/13/2026 OMERS ADMINISTRATION Corp504,830$209.82M1.3%N/A0.056%
8/13/2026 Osmosis Investment Management UK Ltd28,873$12M0.6%N/A0.003%
8/13/2026 Sanctuary Advisors LLC214,643$89.21M0.4%N/A0.024%
8/13/2026 Seros Financial LLC569$237K0.1%N/A0.000%
8/13/2026 Barbara Oil Co.7,500$3.12M1.0%N/A0.001%
8/13/2026 Saranac Partners Ltd20,032$8.34M2.4%N/A0.002%
8/13/2026 Solstein Capital LLC98$41K0.0%N/A0.000%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.293,392$121.94M0.2%N/A0.032%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.33,317$13.85M0.6%N/A0.004%
8/13/2026 Forefront Analytics LLC1,409$586K0.6%N/A0.000%
8/13/2026 Te Ahumairangi Investment Management Ltd6,662$2.77M0.4%N/A0.001%
8/13/2026 Magellan Asset Management Ltd104,330$43.36M1.0%N/A0.011%
8/13/2026 Mission Financial Group LLC752$313K0.3%N/A0.000%
8/13/2026 Pinnacle Holdings LLC10,102$4.20M1.3%N/A0.001%
8/13/2026 Barrow Hanley Mewhinney & Strauss LLC1,462,167$607.72M1.8%N/A0.163%
8/13/2026 LM Advisors LLC3,823$1.59M0.2%N/A0.000%
8/13/2026 Berry Wealth Group LP567$236K0.8%N/A0.000%
8/13/2026 Haverford Trust Co39,455$16.40M0.1%N/A0.004%
8/13/2026 Clear Harbor Asset Management LLC14,000$5.82M0.4%N/A0.002%
8/13/2026 First Nebraska Trust Co4,077$1.70M0.1%N/A0.000%
8/12/2026 Vista Investment Management4,952$2.06M0.6%N/A0.001%
8/12/2026 Compass Financial Management LLC6,452$2.63M0.3%N/A0.001%
8/12/2026 Elevation Point Wealth Partners LLC31,341$13.03M0.2%N/A0.003%
8/12/2026 Alta Advisers Ltd3,616$1.50M0.3%N/A0.000%
8/12/2026 Daiichi Life Insurance Co. Ltd.66,560$27.66M0.6%N/A0.007%
8/12/2026 Foyston Gordon & Payne Inc29,851$12.41M2.7%N/A0.003%
8/12/2026 Commerce Bank124,329$51.68M0.2%N/A0.014%
8/12/2026 Pinnbrook Capital Management LP7,360$3.06M0.3%N/A0.001%
8/12/2026 Northwestern Mutual Wealth Management Co.272,738$113.36M0.1%N/A0.030%
8/12/2026 Academy Capital Management84,959$35.31M4.7%N/A0.009%
8/12/2026 CFO4Life Group LLC1,653$687K0.1%N/A0.000%
8/12/2026 Fortress Financial Group LLC1,024$426K0.1%N/A0.000%
8/12/2026 Evolve Private Wealth LLC10,999$4.57M0.3%N/A0.001%
8/12/2026 WealthShield Partners LLC5,377$2.24M0.3%N/A0.001%
8/12/2026 W1M Asset Management Ltd842,562$349.96M3.2%N/A0.093%
8/12/2026 Varma Mutual Pension Insurance Co146,662$60.96M0.3%N/A0.016%
8/12/2026 X Square Capital LLC3,582$1.49M0.4%N/A0.000%
8/12/2026 George Kaiser Family Foundation4,305$1.79M0.2%N/A0.000%
8/12/2026 Emerald Investment Advisers LLC30,090$12.51M0.8%N/A0.003%
8/12/2026 Westpac Banking Corp32,963$13.70M0.8%N/A0.004%
8/12/2026 TRB Wealth Management LLC3,137$1.30M0.2%N/A0.000%
8/12/2026 Sumitomo Life Insurance Co.4,301$1.79M0.0%N/A0.000%
8/12/2026 William Blair Investment Management LLC523,387$217.54M0.7%N/A0.058%
8/12/2026 Harber Asset Management LLC17,317$7.20M4.3%N/A0.002%
8/12/2026 Landscape Capital Management L.L.C.5,828$2.42M0.2%N/A0.001%
8/12/2026 Concord Investment Counsel Inc.24,054$9.97M2.7%N/A0.003%
8/12/2026 Korea Investment CORP703,580$292.43M0.6%N/A0.077%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
8/12/2026 EP Wealth Advisors LLC24,815$10.31M0.0%N/A0.003%
8/12/2026 Heartland Bank & Trust Co3,597$1.50M0.3%N/A0.000%
8/12/2026 Rakuten Securities Inc.3,764$1.56M0.4%N/A0.000%
8/12/2026 Pinnacle 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%


UNH Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,289 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 3,676 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), Legal & General Group Plc ($6.19M), and Amundi ($6.10M).

Institutional investors have bought a total of 124,972,001 shares in the last 24 months. This purchase volume represents approximately $43.43B in transactions.

Of the 1,891 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), 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), Veritas Asset Management LLP ($1.38M), and Amundi ($1.36M).

Institutional investors have sold a total of 62,571,173 shares in the last 24 months. This volume of shares sold represents approximately $20.61B 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 8/15/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel