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UnitedHealth Group (UNH) Institutional Ownership

UnitedHealth Group logo
$388.42 +5.94 (+1.55%)
Closing price 05/22/2026 03:59 PM Eastern
Extended Trading
$387.06 -1.35 (-0.35%)
As of 05/22/2026 07:58 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.

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

Current
Institutional Ownership
Percentage
87.86%
Number of
Institutional Buyers
(last 12 months)
2500
Total
Institutional Inflows
(last 12 months)
$44.03B
Number of
Institutional Sellers
(last 12 months)
2145
Total
Institutional Outflows
(last 12 months)
$30.60B
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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
5/22/2026 Summitry LLC1,379$373K0.0%+69.6%0.000%
5/22/2026Groupama Asset Managment57,020$15.43M0.2%-4.0%0.006%
5/22/2026 Segall 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%
5/21/2026 Raab & Moskowitz Asset Management LLC6,949$1.88M0.4%-0.5%0.001%
5/21/2026 GKV Capital Management Co. Inc.4,110$1.11M0.4%N/A0.000%
5/21/2026 Essential Partners LLC433$117K0.0%+7.7%0.000%
5/21/2026 Vestor Capital LLC665$180K0.0%-22.3%0.000%
5/21/2026 J. Derek Lewis & Associates Inc.1,732$442K0.1%+12.5%0.000%
5/21/2026 Groupe la Francaise17,354$4.70M0.1%+13.6%0.002%
5/20/2026 CCM Investment Advisers LLC1,141$309K0.0%-19.6%0.000%
5/20/2026 Liontrust Investment Partners LLP18,679$5.05M0.1%-42.8%0.002%
5/19/2026 Western Wealth Management LLC13,769$3.73M0.1%+61.3%0.002%
5/19/2026 Silicon Valley Capital Partners34,271$9.27M0.9%+1,605.9%0.004%
5/19/2026 Paragon Private Wealth Management LLC1,346$364K0.1%+3.6%0.000%
5/19/2026 Bank of America Corp DE11,713,684$3.17B0.2%+21.8%1.290%
5/19/2026 Strait & Sound Wealth Management LLC918$248K0.1%N/A0.000%
5/19/2026 Edgestream Partners L.P.4,963$1.34M0.0%-5.6%0.001%
5/19/2026 Kensington Investment Counsel LLC8,398$2.27M1.1%-1.9%0.001%
5/19/2026 H&H International Investment LLC601,400$162.73M0.8%N/A0.066%
5/19/2026 Kentucky Retirement Systems83,119$22.49M0.8%+45.5%0.009%
5/19/2026 Chesapeake Wealth Management2,527$684K0.2%-34.2%0.000%
5/19/2026 Janus Henderson Group PLC3,691,607$991.45M0.5%+2.5%0.407%
5/19/2026 Centaurus Financial Inc.11,867$3.21M0.2%-2.6%0.001%
5/19/2026 Bull Harbor Capital LLC1,922$520K0.1%N/A0.000%
5/19/2026 Strategic Investment Advisors MI1,038$281K0.0%+70.4%0.000%
5/19/2026 Ashton Thomas Securities LLC5,392$1.46M0.2%+7.2%0.001%
5/19/2026 South Dakota Investment Council173,485$46.94M0.9%+6.4%0.019%
5/19/2026 IFS Group LLC817$221K0.2%N/A0.000%
5/19/2026 Opal Capital LLC34,927$9.45M1.7%+196.6%0.004%
5/18/2026 ADAR1 Capital Management LLC5,501$1.49M0.1%N/A0.001%
5/18/2026 Sunbelt Securities Inc.5,429$1.47M0.1%+283.4%0.001%
5/18/2026 Guardian Partners Inc.13,243$3.59M0.3%-24.6%0.001%
5/18/2026 Amundi6,376,198$1.73B0.5%-13.3%0.702%
5/18/2026 EverSource Wealth Advisors LLC5,550$1.50M0.0%+2.2%0.001%
5/18/2026 California State Teachers Retirement System1,355,931$366.90M0.4%-2.4%0.149%
5/18/2026 Resources Management Corp CT ADV7,951$2.15M0.3%-1.8%0.001%
5/18/2026 Richwood Investment Advisors LLC4,209$1.14M0.9%-1.1%0.000%
5/18/2026 Rock Springs Capital Management LP53,000$14.34M0.8%+29.9%0.006%
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5/18/2026 Ruane Cunniff & Goldfarb L.P.728,407$197.10M3.3%-2.4%0.080%
5/18/2026 Empowered Funds LLC115,284$31.20M0.2%+36.9%0.013%
5/18/2026 Evelyn Partners Investment Management Europe Ltd1,161$314K0.1%-65.7%0.000%
5/18/2026 Evelyn Partners Investment Management LLP95,509$25.84M0.7%-42.8%0.011%
5/18/2026 Evelyn Partners Investment Management Services Ltd6,587$1.78M0.2%+2.1%0.001%
5/18/2026 Evercore Wealth Management LLC84,660$22.91M0.4%-21.6%0.009%
5/18/2026 Exome Asset Management LLC12,862$3.48M1.8%+120.4%0.001%
5/16/2026 The Manufacturers Life Insurance Company 2,579,283$697.93M0.6%+9.0%0.284%
5/16/2026 KCM Investment Advisors LLC8,606$2.33M0.1%-2.7%0.001%
5/16/2026 IMG Wealth Management Inc.349$94K0.1%-28.2%0.000%
5/16/2026 Glen Eagle Advisors LLC1,873$507K0.1%-23.7%0.000%
5/16/2026 Copley Financial Group Inc.1,608$435K0.3%-5.3%0.000%
5/16/2026 Hound Partners LLC4,580$1.24M0.2%N/A0.001%
5/16/2026 Clough Capital Partners L P15,045$4.07M0.4%-6.6%0.002%
5/16/2026 SummitTX Capital L.P.1,349$365K0.0%-98.4%0.000%
5/16/2026 Lazard Asset Management LLC528,530$143.02M0.2%-9.1%0.058%
5/15/2026 Gateway Wealth Partners LLC7,609$2.06M0.1%+241.8%0.001%
5/15/2026 Blue Chip Partners LLC2,023$547K0.0%-96.0%0.000%
5/15/2026 Royal Capital Wealth Management LLC6,224$1.68M1.0%-0.6%0.001%
5/15/2026 Quadcap Wealth Management LLC2,060$557K0.1%-11.1%0.000%
5/15/2026 Delta Global Management LP6,050$1.64M0.1%N/A0.001%
5/15/2026 Everest Financial Group LLC33,965$9.19M1.5%+17.6%0.004%
5/15/2026 OMERS ADMINISTRATION Corp278,321$75.31M0.5%-53.0%0.031%
5/15/2026 Tiger Global Management LLC350,445$94.83M0.4%-16.6%0.039%
5/15/2026 44 Wealth Management LLC1,298$351K0.1%-25.0%0.000%
5/15/2026 Bradley Foster & Sargent Inc. CT20,599$5.57M0.1%-34.3%0.002%
5/15/2026 Lombard Odier Asset Management Switzerland SA48,003$12.99M0.5%+5.8%0.005%
5/15/2026 Mustico Financial Group Inc.1,621$439K0.3%+117.0%0.000%
5/15/2026 Waverly Advisors LLC31,582$8.55M0.1%+8.1%0.003%
5/15/2026 Asset Management Group Inc.1,192$322K0.1%+11.3%0.000%
5/15/2026 London Co. of Virginia524,146$141.84M0.9%-10.1%0.058%
5/15/2026 Punch & Associates Investment Management Inc.26,956$7.29M0.4%-12.3%0.003%
5/15/2026 Van Den Berg Management I Inc.28,888$7.82M1.8%+10.6%0.003%
5/15/2026 Wealth Alliance LLC3,077$833K0.1%-2.1%0.000%
5/15/2026 Unisphere Establishment400,000$108.24M0.9%+14.3%0.044%
5/15/2026 Vivaldi Capital Management LP2,209$598K0.1%-5.6%0.000%
5/15/2026 Epoch Investment Partners Inc.74,628$20.19M0.1%-3.1%0.008%
5/15/2026 Dempze Nancy E7,685$2.08M1.1%-26.6%0.001%
5/15/2026 TCM Advisors LLC3,000$812K0.1%+39.6%0.000%
5/15/2026 Empirical Finance LLC32,489$8.79M0.4%-0.1%0.004%
5/15/2026 Bridgewater Advisors Inc.4,637$1.38M0.1%+9.0%0.001%
5/15/2026 Boreal Capital Management LLC3,188$863K0.8%-12.2%0.000%
5/15/2026 Cannell & Spears LLC6,641$1.75M0.0%-3.2%0.001%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund306,895$83.04M0.1%+5.7%0.034%
5/14/2026 Dai ichi Life Insurance Company Ltd34,626$9.37M0.3%-10.6%0.004%
5/14/2026 Renaissance Technologies LLC1,158,428$313.46M0.5%+45.4%0.128%
5/14/2026 Gabelli Funds LLC19,570$5.30M0.0%+9.4%0.002%
5/14/2026 Gamco Investors INC. ET AL2,197$594K0.0%+3.9%0.000%
5/14/2026 Hilltop Holdings Inc.6,902$1.87M0.2%-64.5%0.001%
5/14/2026 Morningstar Investment Management LLC5,534$1.50M0.1%+8.8%0.001%
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5/14/2026 GC Wealth Management RIA LLC19,508$5.28M0.2%-7.4%0.002%
5/14/2026 Public Employees Retirement System of Ohio368,058$99.59M0.3%+0.7%0.041%
5/14/2026 Compound Planning Inc.7,910$2.14M0.1%-18.8%0.001%
5/14/2026 Klingman & Associates LLC1,866$505K0.0%+3.4%0.000%
5/14/2026 CLG LLC1,693$458K0.1%+2.7%0.000%
5/14/2026 Modern Wealth Management LLC4,976$1.36M0.0%-4.9%0.001%
5/14/2026 Keebeck Wealth Management2,542$688K0.1%-35.5%0.000%
5/14/2026 Arrowstreet Capital Limited Partnership3,425,381$926.87M0.5%-7.6%0.377%
5/14/2026 Caxton Associates LLP3,614$978K0.0%-22.5%0.000%
5/14/2026 Liberty One Investment Management LLC83,869$22.69M2.3%+19.1%0.009%


UNH Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,318 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 3,719 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 135,289,584 shares in the last 24 months. This purchase volume represents approximately $44.03B in transactions.

Of the 2,145 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 94,795,705 shares in the last 24 months. This volume of shares sold represents approximately $30.60B in transactions.



This page (NYSE:UNH) was last updated on 5/24/2026 by MarketBeat.com Staff.
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