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UnitedHealth Group (UNH) Institutional Ownership

UnitedHealth Group logo
$465.58 -36.84 (-7.33%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$465.81 +0.23 (+0.05%)
As of 02/21/2025 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 Polygon.io. 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)
2566
Total
Institutional Inflows
(last 12 months)
$41.66B
Number of
Institutional Sellers
(last 12 months)
2022
Total
Institutional Outflows
(last 12 months)
$39.37B
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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
2/22/2025 American Trust13,294$6.73M0.5%-5.7%0.001%
2/21/2025Ascent Group LLC21,805$11.03M0.8%+0.3%0.002%
2/21/2025Aurdan Capital Management LLC19,333$9.78M3.8%N/A0.002%
2/21/2025 Value Partners Investments Inc.4,332$2.19M1.2%-63.2%0.000%
2/21/2025Vermillion Wealth Management Inc.178$90K0.0%N/A0.000%
2/21/2025AlphaCore Capital LLC647$327K0.1%+6.8%0.000%
2/20/2025 Mackenzie Financial Corp695,945$352.05M0.5%+3.2%0.076%
2/20/2025 Forum Financial Management LP8,480$4.29M0.1%+25.2%0.001%
2/20/2025Baer Investment Advisory LLC4,065$2.06M4.3%N/A0.000%
2/20/2025Michels Family Financial LLC786$398K0.4%N/A0.000%
2/20/2025Peak Retirement Planning Inc.693$351K0.2%N/A0.000%
2/20/2025 Drucker Wealth 3.0 LLC2,084$1.05M0.2%-2.1%0.000%
2/20/2025Wormser Freres Gestion309$159K0.1%+1,136.0%0.000%
2/19/2025 Auxier Asset Management64,816$32.79M5.1%-2.6%0.007%
2/19/2025 Warm Springs Advisors Inc.481$243K0.2%N/A0.000%
2/19/2025 Formidable Asset Management LLC5,129$2.60M0.4%-3.5%0.001%
2/19/2025 North Star Asset Management Inc.24,447$12.37M0.5%+4.4%0.003%
2/19/2025 Invst LLC1,389$703K0.1%-6.5%0.000%
2/19/2025 Cache Advisors LLC962$487K0.2%N/A0.000%
2/19/2025 GF Fund Management CO. LTD.23,992$12.14M0.3%N/A0.003%
2/19/2025 Pinney & Scofield Inc.359$182K0.1%N/A0.000%
2/19/2025 Parr Mcknight Wealth Management Group LLC23,454$11.86M1.7%N/A0.003%
2/19/2025 Public Employees Retirement System of Ohio559,683$283.12M1.0%+34.3%0.061%
2/18/2025 Pacific Point Advisors LLC3,869$2.11M1.3%N/A0.000%
2/18/2025 Wick Capital Partners LLC555$280K0.1%+15.4%0.000%
2/18/2025 Western Wealth Management LLC3,868$1.96M0.6%-67.1%0.000%
2/18/2025 Hudson Value Partners LLC1,446$732K0.3%+35.3%0.000%
2/18/2025 Vega Investment Solutions281$142K0.1%N/A0.000%
2/18/2025 Strait & Sound Wealth Management LLC1,381$699K0.3%+4.9%0.000%
2/18/2025 Investment Management Corp VA ADV88$44K0.0%N/A0.000%
2/18/2025 Helium Advisors LLC605$306K0.2%N/A0.000%
2/18/2025 US Asset Management LLC3,541$1.79M1.6%-2.8%0.000%
2/18/2025 Breakthru Advisory Services LLC811$410K0.4%N/A0.000%
2/18/2025 Sunbelt Securities Inc.2,255$1.15M0.1%-19.2%0.000%
2/18/2025 Barrow Hanley Mewhinney & Strauss LLC716,647$362.52M1.2%+3.1%0.078%
2/18/2025 GTS Securities LLC4,560$2.31M0.1%-166.6%0.000%
2/18/2025 Fourth Dimension Wealth LLC125$63K0.0%N/A0.000%
2/18/2025 Stonebridge Financial Planning Group LLC1,190$602K0.3%-7.3%0.000%
2/18/2025 Breed s Hill Capital LLC979$495K0.3%+77.7%0.000%
2/18/2025 Vise Technologies Inc.9,625$4.87M0.4%+44.8%0.001%
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2/18/2025 Retirement Planning Group LLC409$207K0.0%N/A0.000%
2/18/2025 Blue Fin Capital Inc.16,319$8.26M1.5%-0.4%0.002%
2/18/2025 Connecticut Wealth Management LLC10,431$5.28M0.2%-5.2%0.001%
2/18/2025 Headinvest LLC427$216K0.0%-8.6%0.000%
2/18/2025 Investmark Advisory Group LLC544$275K0.1%-25.6%0.000%
2/18/2025 City National Bank of Florida MSD469$237K0.2%N/A0.000%
2/18/2025 JT Stratford LLC2,410$1.22M0.2%+2.9%0.000%
2/18/2025 Pacific Center for Financial Services395$200K0.1%-11.2%0.000%
2/18/2025 Highview Capital Management LLC DE 3,591$1.82M0.7%-11.4%0.000%
2/18/2025 Inspire Trust Co. N.A.11,200$5.67M1.4%+23.0%0.001%
2/18/2025 Brown Shipley& Co Ltd12,099$6.12M3.0%-16.9%0.001%
2/18/2025 Mosaic Family Wealth Partners LLC1,840$931K0.1%-2.9%0.000%
2/18/2025 RB Capital Management LLC5,415$2.74M0.6%+0.6%0.001%
2/18/2025 Harmony Asset Management LLC5,096$2.58M1.0%-2.1%0.001%
2/18/2025 49 Wealth Management LLC1,253$634K0.1%+8.1%0.000%
2/18/2025 Orion Capital Management LLC659$333K0.1%-4.4%0.000%
2/18/2025 McIlrath & Eck LLC341$173K0.0%-46.3%0.000%
2/18/2025 Monograph Wealth Advisors LLC1,177$596K0.1%+5.9%0.000%
2/18/2025 Novem Group1,689$854K0.1%N/A0.000%
2/18/2025 10Elms LLP104$53K0.1%N/A0.000%
2/18/2025 MidWestOne Financial Group Inc.3,588$1.82M0.3%-2.4%0.000%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp398,070$201.37M1.2%+4.7%0.043%
2/18/2025 Financial Avengers Inc.400$202K0.1%-5.4%0.000%
2/18/2025 Focus Partners Advisor Solutions LLC10,832$5.48M0.1%+57.1%0.001%
2/18/2025 First Heartland Consultants Inc.1,240$627K0.1%+6.3%0.000%
2/18/2025 Kolinsky Wealth Management LLC2,135$1.08M0.7%+1.0%0.000%
2/18/2025 Continuum Advisory LLC3,595$1.82M0.2%-0.6%0.000%
2/18/2025 Ames National Corp2,174$1.10M0.7%N/A0.000%
2/18/2025 Royal Capital Wealth Management LLC6,418$3.25M2.3%-0.9%0.001%
2/18/2025 Glen Eagle Advisors LLC5,643$2.86M0.5%-14.8%0.001%
2/18/2025 White Knight Strategic Wealth Advisors LLC2,856$1.45M0.6%+118.5%0.000%
2/18/2025 Principal Street Partners LLC1,624$822K0.2%-44.3%0.000%
2/18/2025 Delta Investment Management LLC6,696$3.39M0.7%+167.3%0.001%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC8,592,718$4.35B1.0%+36.6%0.934%
2/17/2025 USS Investment Management Ltd484,959$245.61M1.8%+3.2%0.053%
2/17/2025 Vista Investment Management4,199$2.12M0.8%+3.2%0.000%
2/17/2025 Voloridge Investment Management LLC93,006$47.05M0.2%N/A0.010%
2/17/2025 Waverly Advisors LLC20,522$10.38M0.2%+69.8%0.002%
2/17/2025 Wellington Wealth Strategies LLC.3,643$1.94M1.8%-9.4%0.000%
2/17/2025 Wesleyan Assurance Society51,375$26.02M2.0%+29.0%0.006%
2/17/2025 Whelan Financial445$225K0.1%N/A0.000%
2/17/2025 Whitford Management LLC18,675$9.45M2.5%+141.7%0.002%
2/17/2025 Williams Jones Wealth Management LLC.53,704$27.17M0.3%+3.3%0.006%
2/17/2025 Willis Johnson & Associates Inc.593$300K0.0%-6.2%0.000%
2/17/2025 Woodline Partners LP52,657$26.64M0.2%N/A0.006%
2/17/2025 Zurich Insurance Group Ltd FI191,623$96.93M0.8%-29.0%0.021%
2/17/2025 Vermillion & White Wealth Management Group LLC547$277K0.2%+37.8%0.000%
2/17/2025 Victrix Investment Advisors5,316$2.69M1.9%N/A0.001%
2/17/2025 Sone Capital Management LLC12,958$6.56M0.8%N/A0.001%
2/17/2025 Vident Advisory LLC81,032$40.99M0.7%+548.5%0.009%
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2/17/2025 Visionary Wealth Advisors1,154$584K0.0%-1.7%0.000%
2/17/2025 Vivaldi Capital Management LP2,483$1.35M0.2%+1.8%0.000%
2/17/2025 Waters Parkerson & CO. LLC1,226$620K0.0%+11.5%0.000%
2/17/2025 Wedgewood Partners Inc.55,384$28.02M5.5%-4.6%0.006%
2/17/2025 Westwood Holdings Group Inc.291,614$147.52M1.1%+9.6%0.032%
2/17/2025 TPG GP A LLC141,762$71.71M1.2%-53.0%0.015%
2/17/2025 Triglav Skladi D.O.O.45,723$23.13M1.8%N/A0.005%
2/17/2025 Twinbeech Capital LP135,881$68.74M1.2%N/A0.015%
2/17/2025 Two Sigma Advisers LP27,800$14.06M0.0%N/A0.003%
2/17/2025 Temasek Holdings Private Ltd14,148$7.16M0.0%-91.2%0.002%
(Data available from 1/1/2016 forward)

UNH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UNH shares?

During the previous two years, 4,016 institutional investors and hedge funds held shares of UnitedHealth Group. The most heavily invested institutionals were Vanguard Group Inc. ($43.07B), BlackRock Inc. ($35.41B), State Street Corp ($26.63B), FMR LLC ($15.24B), Wellington Management Group LLP ($11.82B), Capital World Investors ($10.88B), and Price T Rowe Associates Inc. MD ($10.83B).Learn more on UNH's institutional investors.

What percentage of UnitedHealth Group stock is owned by institutional investors?

87.86% of UnitedHealth Group stock is owned by institutional investors. Learn more on UNH's institutional investor holdings.

Which institutional investors have been buying UnitedHealth Group stock?

Of the 3,528 institutional investors that purchased UnitedHealth Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($1.03B), Norges Bank ($23.62M), International Assets Investment Management LLC ($7.64M), Gateway Advisory LLC ($4.75M), Envestnet Asset Management Inc. ($4.57M), Raymond James Financial Inc. ($3.79M), and Amundi ($2.99M).

How much institutional buying is happening at UnitedHealth Group?

Institutional investors have bought a total of 1,184,545,546 shares in the last 24 months. This purchase volume represents approximately $573.81B in transactions.

Which UnitedHealth Group major shareholders have been selling company stock?

Of the 2,715 institutional investors that sold UnitedHealth Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($61.92M), Whalerock Point Partners LLC ($11.52M), FMR LLC ($6.93M), Capital World Investors ($5.49M), International Assets Investment Management LLC ($5.36M), Price T Rowe Associates Inc. MD ($4.77M), and Envestnet Asset Management Inc. ($3.98M).

How much institutional selling is happening at UnitedHealth Group?

Institutional investors have sold a total of 186,024,750 shares in the last 24 months. This volume of shares sold represents approximately $92.21B in transactions.


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This page (NYSE:UNH) was last updated on 2/23/2025 by MarketBeat.com Staff
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