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UnitedHealth Group (UNH) Institutional Ownership

UnitedHealth Group logo
$292.20 +0.49 (+0.17%)
Closing price 07/16/2025 03:59 PM Eastern
Extended Trading
$292.52 +0.33 (+0.11%)
As of 07/16/2025 08:00 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)
2681
Total
Institutional Inflows
(last 12 months)
$55.86B
Number of
Institutional Sellers
(last 12 months)
2293
Total
Institutional Outflows
(last 12 months)
$37.39B
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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
7/16/20251834 Investment Advisors Co.9,846$3.07M0.4%-3.1%0.001%
7/16/2025State of Alaska Department of Revenue129,485$40.39M0.4%-2.3%0.014%
7/16/2025Old Port Advisors656$205K0.1%-8.6%0.000%
7/16/2025Eagle Global Advisors LLC49,479$15.44M0.6%+32.9%0.005%
7/16/2025One Plus One Wealth Management LLC1,104$344K0.2%-23.0%0.000%
7/16/2025Kathmere Capital Management LLC4,638$1.45M0.1%-2.1%0.001%
7/16/2025True North Advisors LLC1,728$539K0.1%+8.7%0.000%
7/16/2025Destiny Wealth Partners LLC989$309K0.0%+132.7%0.000%
7/16/2025ST Germain D J Co. Inc.16,356$5.10M0.2%-1.2%0.002%
7/16/2025Spinnaker Investment Group LLC704$220K0.1%N/A0.000%
7/16/2025New Insight Wealth Advisors814$254K0.1%N/A0.000%
7/16/2025Falcon Wealth Planning1,219$380K0.0%-14.6%0.000%
7/16/2025Novem Group1,012$316K0.0%-42.1%0.000%
7/16/2025Beaumont Financial Advisors LLC3,858$1.20M0.1%-4.3%0.000%
7/16/2025Strategic Investment Solutions Inc. IL200$62K0.0%N/A0.000%
7/16/2025Five Oceans Advisors1,320$412K0.2%-11.5%0.000%
7/16/2025EdgeRock Capital LLC2,474$780K0.2%+53.2%0.000%
7/16/2025Patron Partners LLC2,583$806K0.4%+25.4%0.000%
7/16/2025LS Investment Advisors LLC1,410$440K0.1%+6.4%0.000%
7/16/2025Cox Capital Mgt LLC4,443$1.39M0.9%-2.5%0.000%
7/16/2025 CX Institutional20,405$6.37M0.2%+23.2%0.002%
7/16/2025American National Bank & Trust18,154$5.66M0.6%-23.8%0.002%
7/16/2025Congress Asset Management Co.2,202$687K0.0%-40.5%0.000%
7/16/2025Hartford Investment Management Co.54,722$17.07M0.5%-2.6%0.006%
7/16/2025Bank Pictet & Cie Europe AG242,360$75.61M1.6%-11.7%0.027%
7/16/2025Traveka Wealth LLC824$257K0.1%-21.5%0.000%
7/16/2025Fischer Financial Services Inc.8,134$2.53M0.7%-4.4%0.001%
7/16/2025Old North State Wealth Management LLC654$205K0.1%N/A0.000%
7/16/2025Banque Pictet & Cie SA241,960$75.48M0.5%-25.6%0.027%
7/16/2025Colton Groome Financial Advisors LLC767$239K0.1%N/A0.000%
7/16/2025Wealth Group Ltd1,803$562K0.1%+7.4%0.000%
7/16/2025Steph & Co.1,646$514K0.2%+20.3%0.000%
7/16/2025PineStone Asset Management Inc.829,356$258.73M1.7%-26.2%0.091%
7/16/2025Essex Financial Services Inc.9,515$2.97M0.2%-18.8%0.001%
7/16/2025Dakota Wealth Management15,951$4.98M0.1%-5.5%0.002%
7/16/2025MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH164,633$51.36M1.4%+23.9%0.018%
7/16/2025Perigon Wealth Management LLC11,446$3.57M0.1%-38.5%0.001%
7/16/2025Octavia Wealth Advisors LLC1,174$366K0.0%+61.7%0.000%
7/16/2025Maridea Wealth Management LLC712$222K0.1%N/A0.000%
7/16/2025Magnus Financial Group LLC4,749$1.48M0.1%-5.9%0.001%
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7/16/2025Littlejohn Financial Services Inc.697$217K0.2%-83.2%0.000%
7/16/2025TigerOak Management L.L.C.2,633$821K0.3%-43.0%0.000%
7/16/2025TB Alternative Assets Ltd.16,859$5.26M1.0%N/A0.002%
7/16/2025Plancorp LLC11,895$3.71M0.1%-3.1%0.001%
7/16/2025Castleview Partners LLC1,839$574K0.4%+326.7%0.000%
7/16/2025Exeter Financial LLC645$201K0.1%+41.4%0.000%
7/15/2025Retirement Guys Formula LLC9,511$2.97M1.1%+72.5%0.001%
7/15/2025Jeppson Wealth Management LLC1,091$340K0.1%+7.7%0.000%
7/15/2025LeConte Wealth Management LLC1,089$340K0.2%+68.8%0.000%
7/15/2025BigSur Wealth Management LLC11,630$3.63M0.9%+145.2%0.001%
7/15/2025Floyd Financial Group LLC3,533$1.09M1.0%+113.5%0.000%
7/15/2025Penn Davis Mcfarland Inc.134,504$41.96M4.7%+90.3%0.015%
7/15/2025Avaii Wealth Management LLC3,466$1.08M0.5%+438.2%0.000%
7/15/2025McAdam LLC1,135$354K0.0%+12.7%0.000%
7/15/2025Spectrum Planning & Advisory Services Inc.1,555$485K0.3%N/A0.000%
7/15/2025North Star Investment Management Corp.1,693$528K0.0%-3.3%0.000%
7/15/2025Beacon Investment Advisory Services Inc.20,177$6.30M0.3%-5.5%0.002%
7/15/2025Riverbridge Partners LLC137,179$42.80M0.7%-3.4%0.015%
7/15/2025Harrell Investment Partners LLC10,770$3.36M0.9%-20.8%0.001%
7/15/2025Cassia Capital Partners LLC2,094$653K0.4%+4.6%0.000%
7/15/2025Missouri Trust & Investment Co4,873$1.52M0.5%+15.9%0.001%
7/15/2025Regatta Capital Group LLC978$305K0.1%+38.3%0.000%
7/15/2025Clarus Group Inc.942$294K0.1%-49.4%0.000%
7/15/2025Wealth Effects LLC4,688$1.46M0.5%+14.4%0.001%
7/15/2025TD Private Client Wealth LLC7,186$2.24M0.1%-42.0%0.001%
7/15/2025Mather Group LLC.3,892$1.21M0.0%-13.5%0.000%
7/15/2025Shulman DeMeo Asset Management LLC915$285K0.1%+11.7%0.000%
7/15/2025Evanson Asset Management LLC1,065$332K0.0%+33.6%0.000%
7/15/2025Public Employees Retirement System of Ohio372,413$116.18M0.4%-2.3%0.041%
7/15/2025Chronos Wealth Management LLC15,687$4.89M2.5%-10.1%0.002%
7/15/2025Kentucky Trust Co143$45K0.0%+53.8%0.000%
7/15/2025Buttonwood Financial Advisors Inc.1,544$482K0.2%-7.3%0.000%
7/15/2025Northside Capital Management LLC5,419$1.69M0.1%-8.1%0.001%
7/15/2025IMS Capital Management6,762$2.11M1.0%N/A0.001%
7/15/2025James J. Burns & Company LLC3,460$1.08M0.2%+1.2%0.000%
7/15/2025Financial Management Professionals Inc.803$251K0.0%-63.9%0.000%
7/15/2025Ballentine Partners LLC16,249$5.07M0.1%-7.4%0.002%
7/15/2025Cigna Investments Inc. New8,955$2.79M0.5%-3.1%0.001%
7/15/2025Kempner Capital Management Inc.14,925$4.66M2.5%+240.0%0.002%
7/15/2025BCS Wealth Management1,871$584K0.1%+15.3%0.000%
7/15/2025Norden Group LLC2,571$802K0.1%-57.3%0.000%
7/15/2025DB Fitzpatrick & Co Inc2,379$742K0.7%+6.8%0.000%
7/15/2025Ridgecrest Wealth Partners LLC707$221K0.1%-27.9%0.000%
7/15/2025Accurate Wealth Management LLC3,261$977K0.1%-20.1%0.000%
7/15/2025Mainstream Capital Management LLC3,235$1.01M0.7%+1.3%0.000%
7/15/2025Marquette Asset Management LLC255$80K0.0%-13.6%0.000%
7/15/2025Fifth Third Bancorp404,680$126.25M0.4%-13.5%0.045%
7/15/2025CCM Investment Advisers LLC8,416$2.63M0.3%-73.1%0.001%
7/15/2025Sheets Smith Wealth Management5,041$1.57M0.2%+2.0%0.001%
7/15/2025Waycross Partners LLC5,000$1.56M0.1%-85.2%0.001%
Google did what!?!? (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

Gates and Altman are betting big—see why
7/15/2025Compagnie Lombard Odier SCmA1,636$510K0.0%-95.6%0.000%
7/15/2025SJS Investment Consulting Inc.511$159K0.0%-6.6%0.000%
7/15/2025MCF Advisors LLC2,312$721K0.0%-3.8%0.000%
7/15/2025Oregon Pacific Wealth Management LLC1,024$319K0.3%+26.0%0.000%
7/15/2025Pictet North America Advisors SA6,130$1.91M0.2%-67.2%0.001%
7/15/2025PICTET BANK & TRUST Ltd2,555$797K0.9%-35.4%0.000%
7/15/2025Town & Country Bank & Trust CO dba First Bankers Trust CO11,970$3.73M1.4%+52.1%0.001%
7/15/2025Focused Wealth Management Inc2,581$805K0.1%+419.3%0.000%
7/15/2025Revisor Wealth Management LLC1,263$378K0.1%+11.1%0.000%
7/15/2025Bank of Stockton2,297$717K0.2%-14.0%0.000%
(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, 4,117 institutional investors and hedge funds held shares of UnitedHealth Group. The most heavily invested institutionals were Vanguard Group Inc. ($47.52B), State Street Corp ($26.63B), FMR LLC ($15.24B), Wellington Management Group LLP ($13.54B), Price T Rowe Associates Inc. MD ($11.20B), Capital World Investors ($10.88B), and Geode Capital Management LLC ($10.07B).Learn more on UnitedHealth Group's institutional investors.

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

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

Which institutional investors have been buying UnitedHealth Group's stock?

Of the 3,572 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: Bank Julius Baer & Co. Ltd Zurich ($1.03B), Norges Bank ($23.62M), GAMMA Investing LLC ($8.30M), International Assets Investment Management LLC ($7.64M), Nuveen LLC ($7.34M), Vanguard Group Inc. ($6.57M), and Raymond James Financial Inc. ($3.79M).

How much institutional buying is happening at UnitedHealth Group?

Institutional investors have bought a total of 107,092,080 shares in the last 24 months. This purchase volume represents approximately $55.86B in transactions.

Which of UnitedHealth Group's major shareholders have been selling company stock?

Of the 2,293 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: International Assets Investment Management LLC ($5.08M), Capital World Investors ($4.73M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($3.80M), Price T Rowe Associates Inc. MD ($3.63M), Legal & General Group Plc ($2.76M), FMR LLC ($2.58M), and Wellington Management Group LLP ($2.52M).

How much institutional selling is happening at UnitedHealth Group?

Institutional investors have sold a total of 73,389,073 shares in the last 24 months. This volume of shares sold represents approximately $37.40B in transactions.


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This page (NYSE:UNH) was last updated on 7/17/2025 by MarketBeat.com Staff
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