Go Pro

UnitedHealth Group (UNH) Institutional Ownership

UnitedHealth Group logo
$372.81 -4.75 (-1.26%)
Closing price 09/22/2026 03:59 PM Eastern
Extended Trading
$373.59 +0.78 (+0.21%)
As of 04:05 AM 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.

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

Current
Institutional Ownership
Percentage
87.86%
Number of
Institutional Buyers
(last 12 months)
2310
Total
Institutional Inflows
(last 12 months)
$51.28B
Number of
Institutional Sellers
(last 12 months)
1897
Total
Institutional Outflows
(last 12 months)
$22.24B
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/22/2026Andra AP fonden111,175$46.21M0.5%+10.1%0.012%
9/22/2026 State Street Corp45,633,267$18.97B0.4%+0.7%5.084%
9/21/2026 Premier Financial Group110$46K0.0%N/A0.000%
9/18/2026 Security National Bank of SO Dak70$29K0.0%N/A0.000%
9/18/2026 Security National Bank of Sioux City Iowa IA150$62K0.0%N/A0.000%
9/17/2026 Wellington Altus USA Inc.67$28K0.0%+97.1%0.000%
9/15/2026 Anchor Investment Management LLC28,060$11.66M0.8%-4.6%0.003%
9/15/2026 Cherry Tree Wealth Management LLC512$213K0.0%-30.9%0.000%
9/15/2026 SkyView Investment Advisors LLC1,000$416K0.3%-73.1%0.000%
9/11/2026 Smith Chas P & Associates PA Cpas138,636$57.62M2.8%-0.1%0.015%
9/10/2026 U S Wealth Group LLC.8,901$3.70M1.8%+11.8%0.001%
9/9/2026 Rench Wealth Management Inc.11,902$4.95M1.3%-1.7%0.001%
9/9/2026 Bouchey Financial Group Ltd.1,242$516K0.0%+23.8%0.000%
9/9/2026 Core Capital Management & Research inc.124$49K0.0%N/A0.000%
9/9/2026 The Manufacturers Life Insurance Company2,071,359$860.92M0.4%-19.7%0.231%
9/9/2026 Blue Edge Capital LLC16,489$6.85M0.8%-1.8%0.002%
9/9/2026 Sequoia Financial Advisors LLC56,842$23.63M0.1%+5.1%0.006%
9/9/2026 Van Hulzen Asset Management LLC11,817$4.91M0.3%+20.0%0.001%
9/9/2026 Cahill Financial Advisors Inc.4,776$1.99M0.2%-1.3%0.001%
9/9/2026 IPG Investment Advisors LLC1,887$784K0.1%-11.2%0.000%
9/9/2026 MCF Advisors LLC3,328$1.38M0.0%+1.4%0.000%
9/9/2026 Archford Capital Strategies LLC3,005$1.25M0.1%+5.0%0.000%
9/9/2026 Whetstone Capital Advisors LLC811$337K0.1%-8.7%0.000%
9/9/2026 Gemmer Asset Management LLC584$243K0.0%N/A0.000%
9/9/2026 National Pension Service1,970,332$818.93M0.5%+1.2%0.220%
9/9/2026 WINTON GROUP Ltd1,701$707K0.0%-95.4%0.000%
9/9/2026 Engineers Gate Manager LP11,419$4.75M0.1%-46.5%0.001%
9/9/2026 Cidel Asset Management Inc.13,198$5.49M0.3%+3.5%0.001%
9/9/2026 Plimoth Trust Co. LLC3,318$1.38M0.3%-12.8%0.000%
9/9/2026 Capital Analysts LLC8,656$3.60M0.1%-0.4%0.001%
9/9/2026 SVB Wealth LLC6,424$2.67M0.2%-3.1%0.001%
9/9/2026 Teamwork Financial Advisors LLC31,314$13.02M1.2%+1,854.7%0.003%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC5,860$2.44M0.1%+48.0%0.001%
9/9/2026 NorthRock Partners LLC8,104$3.37M0.0%-2.4%0.001%
9/9/2026 Integrated Wealth Concepts LLC33,206$13.80M0.1%+12.2%0.004%
9/9/2026 Community Bank N.A.7,101$2.95M0.3%-2.0%0.001%
9/9/2026 RFG Advisory LLC5,387$2.24M0.0%-6.2%0.001%
9/9/2026 NewEdge Advisors LLC94,610$39.32M0.1%+14.0%0.011%
9/9/2026 Pointe Capital Management LLC1,595$663K0.3%+16.0%0.000%
9/9/2026 IFP Advisors Inc39,233$16.31M0.3%-12.4%0.004%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
9/9/2026 Baird Financial Group Inc.149,809$62.27M0.1%+41.6%0.017%
9/9/2026 Arcus Capital Partners LLC2,489$1.04M0.4%-4.5%0.000%
9/9/2026 One Charles Private Wealth Services LLC645$268K0.1%N/A0.000%
9/9/2026 Stableford Capital II LLC2,388$993K0.4%+8.9%0.000%
9/9/2026 XY Planning Network Inc.2,184$908K0.1%+182.9%0.000%
9/9/2026 BayBridge Capital Group LLC1,134$471K0.2%+43.0%0.000%
9/8/2026 Hudock Inc.2,844$1.18M0.2%+1.0%0.000%
9/8/2026 Allworth Financial LP88,309$36.70M0.2%-22.1%0.010%
9/8/2026 Vulcan Value Partners LLC67,309$27.98M0.9%-92.6%0.007%
9/8/2026 Arizona State Retirement System251,862$104.68M0.5%+1.5%0.028%
9/8/2026 West Family Investments Inc.3,100$1.29M0.4%+214.7%0.000%
9/8/2026 Waverly Advisors LLC31,173$12.96M0.1%-1.3%0.003%
9/8/2026 Bank OZK646$268K0.1%N/A0.000%
9/8/2026 Paragon Capital Management Ltd643$267K0.1%N/A0.000%
9/8/2026 Empirical Finance LLC32,262$13.41M0.6%-0.7%0.004%
9/8/2026 Nykredit A S215,736$89.67M0.3%N/A0.024%
9/4/2026 Parkside Financial Bank & Trust6,488$2.70M0.2%+13.2%0.001%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group7,231$3.01M0.3%+21.6%0.001%
9/2/2026 Second Line Capital LLC1,066$443K0.1%-3.4%0.000%
9/2/2026 Range 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%
8/23/2026 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%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
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%
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%


UNH Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,313 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 3,696 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 141,468,039 shares in the last 24 months. This purchase volume represents approximately $51.28B in transactions.

Of the 1,897 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 65,680,504 shares in the last 24 months. This volume of shares sold represents approximately $22.24B in transactions.



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 9/22/2026. New 13F filings are added each quarter as they're published.
From Our Partners