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UnitedHealth Group (UNH) Institutional Ownership

UnitedHealth Group logo
$420.95 -2.61 (-0.62%)
As of 12:49 PM Eastern
This is a fair market value 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)
2425
Total
Institutional Inflows
(last 12 months)
$43.32B
Number of
Institutional Sellers
(last 12 months)
2058
Total
Institutional Outflows
(last 12 months)
$28.85B
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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
7/14/2026 Trust Asset Management LLC10,010$4.16M0.1%-2.0%0.001%
7/12/2026 Walker Asset Management LLC551$229K0.1%N/A0.000%
7/12/2026 Ballast Inc.17,484$7.27M1.4%+11.4%0.002%
7/10/2026 Regent Peak Wealth Advisors LLC1,620$673K0.1%+21.3%0.000%
7/10/2026 Wedge Capital Management L L P NC1,378$573K0.0%-90.7%0.000%
7/10/2026 Abound Wealth Management271$113K0.0%-64.8%0.000%
7/10/2026 Investors Research Corp1,119$465K0.1%-7.0%0.000%
7/10/2026 Annex Advisory Services LLC68,577$28.50M0.5%+159.6%0.008%
7/10/2026 Whitener Capital Management Inc.3,893$1.62M0.3%+43.0%0.000%
7/10/2026 Taylor & Morgan Wealth Management LLC1,082$450K0.2%-46.4%0.000%
7/10/2026 JFS Wealth Advisors LLC802$333K0.0%+3.8%0.000%
7/10/2026 DiNuzzo Private Wealth Inc.129$54K0.0%+38.7%0.000%
7/10/2026 Tema ETFs LLC25,668$10.67M0.3%+7.0%0.003%
7/10/2026 West Branch Capital LLC11,589$4.82M1.1%+1.0%0.001%
7/10/2026 Canvas Wealth Advisors LLC874$363K0.1%N/A0.000%
7/10/2026 Rise Advisors LLC641$266K0.1%N/A0.000%
7/10/2026 Nolet Wealth Management LLC713$296K0.2%N/A0.000%
7/10/2026 Fiduciary Financial Group LLC735$305K0.0%N/A0.000%
7/10/2026 Stonekeep Investments LLC1,307$543K0.3%+9.8%0.000%
7/10/2026 G&S Capital LLC599$249K0.1%-22.8%0.000%
7/10/2026 Clarus Wealth Advisors1,310$558K0.2%-12.9%0.000%
7/10/2026 Generali Investments Management Co LLC9,024$3.75M0.8%+80.7%0.001%
7/10/2026 E. Ohman J or Asset Management AB31,689$13.17M0.3%+3.0%0.003%
7/10/2026 Handelsbanken Fonder AB687,561$285.77M0.8%+97.3%0.076%
7/10/2026 Wealth Group Ltd1,387$576K0.1%-12.8%0.000%
7/10/2026 City Holding Co.6,369$2.65M0.3%+10.2%0.001%
7/10/2026 Salvus Wealth Management LLC2,232$928K0.5%-9.0%0.000%
7/10/2026 Spinnaker Investment Group LLC2,413$1.00M0.2%+6.4%0.000%
7/10/2026 Affiance Financial LLC5,824$2.42M0.3%-1.2%0.001%
7/10/2026 KMG Fiduciary Partners LLC8,955$3.72M0.3%-55.4%0.001%
7/10/2026 Redhawk Wealth Advisors Inc.1,210$503K0.0%-36.6%0.000%
7/10/2026 Marquette Asset Management LLC103$43K0.0%N/A0.000%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,646$684K0.1%-64.9%0.000%
7/10/2026 Constitution Capital LLC5,777$2.40M1.2%-5.0%0.001%
7/10/2026 Perkins Coie Trust Co12,218$5.08M0.8%-4.4%0.001%
7/10/2026 Fulton Bank N.A.8,874$3.69M0.1%+15.1%0.001%
7/10/2026 Paladin Wealth LLC2,820$1.17M0.7%-7.3%0.000%
7/9/2026 Financial Management Professionals Inc.2,332$969K0.1%+6.5%0.000%
7/9/2026 Harrell Investment Partners LLC7,270$3.02M0.7%-13.5%0.001%
7/9/2026 First Bank & Trust2,501$1.04M0.2%-1.3%0.000%
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7/9/2026 Ares Financial Consulting LLC419$174K0.1%+7.2%0.000%
7/9/2026 Centurion Wealth Management LLC2,543$1.06M0.3%+2.4%0.000%
7/9/2026 Finivi Inc.3,211$1.33M0.7%+3.1%0.000%
7/9/2026 Franklin Street Advisors Inc. NC1,651$686K0.0%+3.0%0.000%
7/9/2026 Matrix Trust Co146$61K0.0%+24.8%0.000%
7/9/2026 Wealthcare Capital Partners LLC2,285$950K0.4%+3.2%0.000%
7/9/2026 Contravisory Investment Management Inc.3,149$1.31M0.2%N/A0.000%
7/9/2026 Sapient Capital LLC1,704$708K0.0%-44.9%0.000%
7/9/2026 World Equity Group Inc.2,677$1.11M0.2%+6.9%0.000%
7/9/2026 Next Level Private LLC1,504$625K0.1%+6.7%0.000%
7/9/2026 Focus Financial Network Inc.32,977$13.71M0.4%-4.5%0.004%
7/9/2026 Allied Private Wealth LLC799$340K0.2%N/A0.000%
7/9/2026 IFC & Insurance Marketing Inc.875$364K0.3%+4.0%0.000%
7/9/2026 Great Waters Wealth Management20,620$8.57M0.8%+10.1%0.002%
7/9/2026 Wealth Science Advisors LLC1,957$813K0.4%+65.6%0.000%
7/9/2026 Exchange Bank482$200K0.1%N/A0.000%
7/9/2026 GoalVest Advisory LLC256$106K0.0%+24.9%0.000%
7/9/2026 Aletheian Wealth Advisors LLC686$285K0.1%N/A0.000%
7/9/2026 Tactive Advisors LLC535$222K0.1%N/A0.000%
7/9/2026 Everhart Financial Group Inc.6,732$2.80M0.2%+25.9%0.001%
7/9/2026 Sax Wealth Advisors LLC2,300$956K0.0%+236.7%0.000%
7/9/2026 Cardano Risk Management B.V.256,026$106.41M0.8%-1.2%0.028%
7/9/2026 Everpar Advisors LLC2,485$1.03M0.3%+10.7%0.000%
7/9/2026 Chemistry Wealth Management LLC17,135$7.12M1.1%+0.3%0.002%
7/9/2026 Hennion & Walsh Asset Management Inc.14,653$6.09M0.2%-0.6%0.002%
7/9/2026 Legacy Wealth Management LLC MS2,208$918K0.2%-43.5%0.000%
7/9/2026 Breakwater Capital Group1,945$808K0.1%-19.4%0.000%
7/9/2026 Affinity Capital Advisors LLC770$322K0.0%N/A0.000%
7/9/2026 Valeo Financial Advisors LLC16,110$6.70M0.1%-0.4%0.002%
7/9/2026 Seilern Investment Management Ltd160,023$66.51M8.4%-43.1%0.018%
7/9/2026 Flaharty Asset Management LLC520$221K0.3%-77.8%0.000%
7/9/2026 Worth Asset Management LLC1,525$634K0.2%+22.1%0.000%
7/8/2026 MRA Advisory Group2,421$1.01M0.4%-13.8%0.000%
7/8/2026 Beaird Harris Wealth Management LLC204$85K0.0%+50.0%0.000%
7/8/2026 Gradient Investments LLC139,811$58.11M0.8%-8.0%0.015%
7/8/2026 Atwood & Palmer Inc.181$75K0.0%-32.7%0.000%
7/8/2026 Rockland Trust Co.2,589$1.08M0.0%+1.1%0.000%
7/8/2026 Beacon Investment Advisory Services Inc.1,741$724K0.0%-11.0%0.000%
7/8/2026 Quantum Financial Advisors LLC1,138$473K0.0%+6.0%0.000%
7/8/2026 Shulman DeMeo Asset Management LLC799$332K0.1%-10.3%0.000%
7/8/2026 Williams & Novak LLC776$323K0.2%+4.7%0.000%
7/8/2026 Chesley Taft & Associates LLC24,620$10.23M0.4%-1.3%0.003%
7/8/2026 Trust Point Inc.2,958$1.23M0.1%+23.9%0.000%
7/8/2026 Strategic Investment Solutions Inc. IL117$49K0.0%-70.5%0.000%
7/8/2026 First Heartland Consultants Inc.944$392K0.0%+3.9%0.000%
7/8/2026 Victrix Investment Advisors23,443$9.74M4.1%+8.7%0.003%
7/8/2026 Teamwork Financial Advisors LLC31,314$13.02M1.2%+1,854.7%0.003%
7/8/2026 Aurora Investment Managers LLC.18,038$7.50M4.6%N/A0.002%
7/8/2026 TrueWealth Advisors LLC588$244K0.1%-24.5%0.000%
7/8/2026 Community Trust & Investment Co.64,215$26.69M1.4%-1.8%0.007%
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7/8/2026 Wynn Capital LLC711$296K0.1%N/A0.000%
7/8/2026 FNY Investment Advisers LLC2,400$997K0.4%+2,101.8%0.000%
7/8/2026 Palouse Capital Management Inc.11,414$4.74M3.0%-9.2%0.001%
7/8/2026 Cooper Financial Group4,459$1.85M0.2%+10.4%0.000%
7/8/2026 Renaissance Investment Group LLC482$200K0.0%N/A0.000%
7/8/2026 Elevation Wealth Partners LLC368$153K0.0%+50.2%0.000%
7/8/2026 Cohen Capital Management Inc.49,913$20.75M2.8%-1.1%0.005%
7/8/2026 Czech National Bank258,493$107.44M0.6%+4.8%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab187,803$78.06M0.6%+13.2%0.021%
7/8/2026 Assenagon Asset Management S.A.1,306,053$542.84M0.7%+121.7%0.144%


UNH Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,293 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 3,690 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 133,164,225 shares in the last 24 months. This purchase volume represents approximately $43.32B in transactions.

Of the 2,049 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 89,410,590 shares in the last 24 months. This volume of shares sold represents approximately $28.85B in transactions.


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This page (NYSE:UNH) was last updated on 7/24/2026 by MarketBeat.com Staff.
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