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UnitedHealth Group (UNH) Institutional Ownership

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$584.20 -2.86 (-0.49%)
As of 10:40 AM Eastern
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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)
2571
Total
Institutional Inflows
(last 12 months)
$46.42B
Number of
Institutional Sellers
(last 12 months)
2053
Total
Institutional Outflows
(last 12 months)
$38.87B
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UNH Institutional Buying and Selling by Quarter

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UnitedHealth Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Yousif Capital Management LLC101,802$53.32M0.6%-2.5%0.011%
4/14/2025Regatta Capital Group LLC707$370K0.1%-7.5%0.000%
4/14/2025Olstein Capital Management L.P.14,000$7.33M1.3%-7.9%0.002%
4/14/2025Parisi Gray Wealth Management6,110$3.20M1.0%+0.7%0.001%
4/14/2025Panoramic Capital Partners LLC632$350K0.3%-53.3%0.000%
4/14/2025Octavia Wealth Advisors LLC726$380K0.0%+6.5%0.000%
4/14/2025Bruce G. Allen Investments LLC956$501K0.4%-3.8%0.000%
4/14/2025Muirfield Wealth Advisors LLC597$313K0.3%-19.0%0.000%
4/14/2025Midland Wealth Advisors LLC2,080$1.09M0.1%-17.3%0.000%
4/14/2025International Private Wealth Advisors LLC698$366K0.4%-3.3%0.000%
4/14/2025Everest Management Corp.383$201K0.2%N/A0.000%
4/14/2025Tounjian Advisory Partners LLC17,998$9.43M1.7%N/A0.002%
4/14/2025Northstar Advisory Group LLC2,430$1.27M0.8%N/A0.000%
4/14/2025Pallas Capital Advisors LLC23,471$12.29M0.5%+17.0%0.003%
4/14/2025WFA Asset Management Corp265$131K0.1%+41.7%0.000%
4/14/2025Cetera Trust Company N.A5,515$2.89M1.8%+1.8%0.001%
4/14/2025Farther Finance Advisors LLC15,614$8.17M0.2%+23.9%0.002%
4/14/2025City Holding Co.12,775$6.69M0.9%+4.5%0.001%
4/14/2025Daymark Wealth Partners LLC115,109$60.29M2.1%-1.0%0.013%
4/14/2025CHICAGO TRUST Co NA10,639$5.57M1.0%-4.2%0.001%
4/14/2025Great Waters Wealth Management17,237$9.03M1.3%-2.0%0.002%
4/14/2025Destiny Wealth Partners LLC425$223K0.0%-6.2%0.000%
4/14/2025Range Financial Group LLC634$332K0.1%+12.6%0.000%
4/14/2025 Portside Wealth Group LLC6,043$3.17M0.5%-7.8%0.001%
4/14/2025CMH Wealth Management LLC13,852$7.26M1.8%+1.8%0.002%
4/14/2025Moss Adams Wealth Advisors LLC4,485$2.35M0.2%+8.8%0.000%
4/14/2025NewSquare Capital LLC259$136K0.0%+418.0%0.000%
4/14/2025Greystone Financial Group LLC17,462$9.15M1.7%N/A0.002%
4/14/2025Toth Financial Advisory Corp19,795$10.37M1.2%-2.0%0.002%
4/14/2025Baldwin Wealth Partners LLC MA1,614$845K0.1%-2.4%0.000%
4/14/2025Courier Capital LLC4,320$2.26M0.1%+3.0%0.000%
4/14/2025Wesbanco Bank Inc.52,206$27.34M0.9%+0.7%0.006%
4/14/2025Cherrydale Wealth Management LLC751$393K0.2%-9.4%0.000%
4/14/2025First Citizens Bank & Trust Co.40,443$21.18M0.4%+5.0%0.004%
4/14/2025Sherman Asset Management Inc.260$136K0.1%-41.2%0.000%
4/14/2025AHL Investment Management Inc.3,395$1.78M1.2%-10.5%0.000%
4/14/2025Abacus Planning Group Inc.2,333$1.22M0.2%-4.7%0.000%
4/14/2025Capital Investment Advisors LLC23,219$12.16M0.2%-8.2%0.003%
4/14/2025PFW Advisors LLC2,941$1.54M0.5%-2.6%0.000%
4/14/2025Tilia Fiduciary Partners Inc.3,953$2.07M1.4%+4.4%0.000%
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4/14/2025Central Bank & Trust Co.13,793$7.22M1.2%-4.6%0.002%
4/14/2025BCS Wealth Management1,623$850K0.2%+42.6%0.000%
4/14/2025Wedge Capital Management L L P NC20,461$10.72M0.2%+10.8%0.002%
4/14/2025Bangor Savings Bank694$364K0.0%-13.7%0.000%
4/14/2025Park Avenue Securities LLC32,862$17.21M0.2%+2.6%0.004%
4/14/2025OLD National Bancorp IN50,979$26.70M0.7%-6.4%0.006%
4/14/2025One Plus One Wealth Management LLC1,434$751K0.4%+10.7%0.000%
4/14/2025Broadway Wealth Solutions Inc.1,151$603K0.4%+2.1%0.000%
4/14/2025Kennebec Savings Bank480$251K0.3%-78.8%0.000%
4/14/2025KMG Fiduciary Partners LLC18,891$9.89M0.8%+35.9%0.002%
4/14/2025Dentgroup LLC625$327K0.2%-6.0%0.000%
4/14/2025Wealthcare Capital Partners LLC40,043$20.97M10.8%-0.5%0.004%
4/14/2025Bank of New Hampshire10,009$5.24M1.4%-1.1%0.001%
4/14/2025Lpwm LLC2,608$1.37M0.4%+201.2%0.000%
4/14/2025Miracle Mile Advisors LLC6,162$3.23M0.1%-5.3%0.001%
4/14/2025ARS Wealth Advisors Group LLC28,650$15.01M2.1%+3.6%0.003%
4/14/2025RDA Financial Network9,282$4.86M1.4%+3.4%0.001%
4/14/2025Seilern Investment Management Ltd263,098$137.80M9.0%-13.0%0.029%
4/14/2025Patriot Financial Group Insurance Agency LLC3,729$1.95M0.3%+6.0%0.000%
4/14/2025Revolve Wealth Partners LLC3,834$2.01M0.3%-4.6%0.000%
4/14/2025Charter Oak Capital Management LLC1,229$643K0.1%-12.3%0.000%
4/14/2025Wedmont Private Capital12,096$6.34M0.3%-5.4%0.001%
4/14/2025UMB Bank n.a.87,107$45.62M0.8%-3.5%0.010%
4/14/2025Clean Yield Group1,656$867K0.3%-9.7%0.000%
4/14/2025Eagle Wealth Strategies LLC1,317$690K0.4%-21.2%0.000%
4/14/2025Regent Peak Wealth Advisors LLC2,028$1.06M0.2%-10.6%0.000%
4/14/2025LexAurum Advisors LLC9,512$4.98M1.0%-5.7%0.001%
4/14/2025Orrstown Financial Services Inc.4,395$2.30M0.5%-6.9%0.000%
4/14/2025Sivia Capital Partners LLC3,010$1.58M0.7%+20.2%0.000%
4/14/2025Gemmer Asset Management LLC599$314K0.0%-19.3%0.000%
4/11/2025 Perkins Coie Trust Co11,746$6.15M1.4%-0.2%0.001%
4/11/2025 First City Capital Management Inc.1,183$620K0.4%+4.6%0.000%
4/11/2025 Piscataqua Savings Bank5,677$2.97M2.6%-15.7%0.001%
4/11/2025 Persium Advisors LLC1,178$617K0.6%+19.5%0.000%
4/11/2025 Princeton Global Asset Management LLC241$126K0.0%-99.0%0.000%
4/11/2025 Gateway Investment Advisers LLC203,819$106.75M1.2%+0.8%0.022%
4/11/2025 Stokes Capital Advisors LLC20,455$10.71M2.7%+6.0%0.002%
4/11/2025 Blue Zone Wealth Advisors LLC13,082$6.85M1.9%+18.0%0.001%
4/11/2025 Independence Bank of Kentucky8,310$4.35M0.7%-22.2%0.001%
4/11/2025 KFG Wealth Management LLC2,117$1.11M0.2%+4.0%0.000%
4/11/2025 Alliance Wealth Advisors LLC401$210K0.1%-36.7%0.000%
4/11/2025 Hudson Valley Investment Advisors Inc. ADV24,722$12.95M1.5%-5.9%0.003%
4/11/2025 Tealwood Asset Management Inc.5,043$2.64M1.2%-0.5%0.001%
4/11/2025 City State Bank1,529$801K0.3%-2.5%0.000%
4/11/2025 First Affirmative Financial Network1,484$777K0.5%-7.4%0.000%
4/11/2025 Congress Asset Management Co.3,703$1.94M0.0%-63.6%0.000%
4/11/2025 Radnor Capital Management LLC4,604$2.41M0.4%+6.0%0.001%
4/11/2025 Impact Capital Partners LLC6,518$3.41M1.2%+3.5%0.001%
4/11/2025 Horizon Wealth Management LLC928$486K0.1%+8.2%0.000%
4/11/2025 Tower Wealth Partners Inc.966$506K0.3%-12.1%0.000%
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4/11/2025 Constitution Capital LLC8,927$4.68M2.6%+2.2%0.001%
4/11/2025 Evexia Wealth LLC17,937$10.38M3.7%+0.3%0.002%
4/11/2025 Chemistry Wealth Management LLC8,207$4.30M1.0%+7.9%0.001%
4/11/2025 Elk River Wealth Management LLC16,962$8.88M1.7%-1.0%0.002%
4/11/2025 Verum Partners LLC1,512$792K0.2%-3.7%0.000%
4/11/2025 Pines Wealth Management LLC2,184$1.21M0.5%+25.6%0.000%
4/11/2025 Sovereign Financial Group Inc.2,180$1.14M0.3%+4.7%0.000%
4/11/2025 Eagle Rock Investment Company LLC13,565$7.11M1.2%+0.9%0.001%
4/11/2025 IAM Advisory LLC3,679$1.93M0.5%-1.8%0.000%
4/11/2025 Snider Financial Group7,053$3.69M1.2%+7.2%0.001%
(Data available from 1/1/2016 forward)

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UNH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UNH shares?

During the previous two years, 4,035 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 3,536 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), GAMMA Investing LLC ($8.30M), International Assets Investment Management LLC ($7.64M), Gateway Advisory LLC ($4.75M), Envestnet Asset Management Inc. ($4.57M), and Raymond James Financial Inc. ($3.79M).

How much institutional buying is happening at UnitedHealth Group?

Institutional investors have bought a total of 1,193,949,551 shares in the last 24 months. This purchase volume represents approximately $578.75B in transactions.

Which UnitedHealth Group major shareholders have been selling company stock?

Of the 2,720 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 185,772,358 shares in the last 24 months. This volume of shares sold represents approximately $92.10B in transactions.


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This page (NYSE:UNH) was last updated on 4/15/2025 by MarketBeat.com Staff
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