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UnitedHealth Group (UNH) Institutional Ownership

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$528.94 +9.22 (+1.77%)
As of 03:59 PM 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)
2307
Total
Institutional Inflows
(last 12 months)
$33.48B
Number of
Institutional Sellers
(last 12 months)
1831
Total
Institutional Outflows
(last 12 months)
$26.83B
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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
1/23/2025New Wave Wealth Advisors LLC992$502K0.2%-7.0%0.000%
1/23/2025Southern Capital Advisors LLC430$218K0.1%-88.3%0.000%
1/23/2025TCI Wealth Advisors Inc.1,517$767K0.1%-12.9%0.000%
1/23/2025BTC Capital Management Inc.15,254$7.71M0.7%-2.0%0.002%
1/23/2025Hamilton Point Investment Advisors LLC1,747$884K0.2%+324.0%0.000%
1/23/2025Country Trust Bank105,750$53.50M1.3%+23,347.9%0.011%
1/23/2025Alta Wealth Advisors LLC2,771$1.40M0.6%-16.8%0.000%
1/23/2025Keudell Morrison Wealth Management2,757$1.40M0.4%-2.3%0.000%
1/23/2025Narus Financial Partners LLC770$390K0.1%+6.6%0.000%
1/23/2025Kennebec Savings Bank2,266$1.23M1.2%+3.7%0.000%
1/23/2025Integris Wealth Management LLC654$331K0.1%+35.1%0.000%
1/23/2025AA Financial Advisors LLC1,873$947K0.3%+8.5%0.000%
1/23/2025Evernest Financial Advisors LLC3,559$1.80M0.5%+3.7%0.000%
1/23/2025Hunter Associates Investment Management LLC3,432$1.74M0.3%+1.8%0.000%
1/23/2025Granite Harbor Advisors Inc.1,119$566K0.3%+2.1%0.000%
1/23/2025Heritage Financial Services LLC1,208$611K0.1%+4.6%0.000%
1/23/2025Hartford Financial Management Inc.4,456$2.25M0.5%-1.8%0.000%
1/23/2025Sonora Investment Management Group LLC23,514$11.90M0.9%+1.7%0.003%
1/23/2025Boomfish Wealth Group LLC4,726$2.39M1.5%+3.5%0.001%
1/23/2025Cibc World Market Inc.323,338$163.56M0.3%+65.9%0.035%
1/23/2025Clarity Financial LLC1,530$774K0.1%-22.1%0.000%
1/23/2025Cyr Financial Inc.1,515$766K0.7%+11.1%0.000%
1/23/2025Mediolanum International Funds Ltd176,620$89.47M1.2%-14.8%0.019%
1/23/2025SOL Capital Management CO15,311$7.75M0.9%-0.2%0.002%
1/23/2025Colton Groome Financial Advisors LLC487$246K0.1%+21.8%0.000%
1/23/2025Northeast Financial Group Inc.3,607$1.83M0.7%+6.0%0.000%
1/23/2025Sivik Global Healthcare LLC12,500$6.32M3.3%N/A0.001%
1/23/2025Crews Bank & Trust2,358$1.19M0.2%N/A0.000%
1/23/2025Capital Investment Advisory Services LLC4,343$2.20M0.2%+14.5%0.000%
1/23/2025Lewis Asset Management LLC1,318$666K0.5%+12.1%0.000%
1/23/2025OLD National Bancorp IN54,443$27.54M0.7%-3.0%0.006%
1/23/2025Westhampton Capital LLC3,049$1.54M0.8%-0.7%0.000%
1/23/2025Busey Bank16,271$8.23M0.3%-0.3%0.002%
1/23/2025Murphy Pohlad Asset Management LLC3,918$1.98M0.9%-2.3%0.000%
1/23/2025 BDF Gestion30,050$15.20M1.4%+7.1%0.003%
1/23/2025First Affirmative Financial Network1,603$811K0.5%-2.3%0.000%
1/23/2025Abel Hall LLC851$431K0.3%-8.8%0.000%
1/23/2025Synergy Asset Management LLC16,075$8.73M0.7%+106.9%0.002%
1/23/2025Baron Wealth Management LLC1,845$933K0.4%-4.1%0.000%
1/23/2025Legacy Trust832$421K0.1%-7.0%0.000%
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1/23/2025Strategic Planning Group LLC10,215$5.17M0.9%+3.1%0.001%
1/23/2025Highland Capital Management LLC9,761$4.94M0.3%-3.1%0.001%
1/23/2025Gries Financial LLC1,791$906K0.2%+10.6%0.000%
1/23/2025Summa Corp.1,450$733K0.4%-3.1%0.000%
1/23/2025Hanson & Doremus Investment Management892$451K0.1%+112.9%0.000%
1/23/2025Foster & Motley Inc.5,982$3.03M0.2%-1.8%0.001%
1/23/2025Manning & Napier Advisors LLC139,422$70.53M0.8%-47.1%0.015%
1/23/2025Plimoth Trust Co. LLC9,865$4.99M1.3%-1.4%0.001%
1/23/2025Invesco LLC1,997$1.01M0.4%+7.3%0.000%
1/23/2025Swedbank AB2,114,602$1.07B1.3%-6.4%0.230%
1/23/2025Field & Main Bank11,995$6.07M2.1%-1.1%0.001%
1/23/2025Allen Capital Group LLC10,852$5.49M0.7%+5.0%0.001%
1/23/2025Iams Wealth Management LLC2,201$1.11M0.5%+2.5%0.000%
1/23/2025Hantz Financial Services Inc.76,855$38.88M0.7%-11.9%0.008%
1/23/2025Forsta AP Fonden247,400$125.15M0.9%-2.8%0.027%
1/23/2025McKinley Carter Wealth Services Inc.19,081$9.65M0.6%-1.1%0.002%
1/23/2025Foster Victor Wealth Advisors LLC860$438K0.0%-4.4%0.000%
1/23/2025Robeco Institutional Asset Management B.V.710,185$359.25M0.7%+5.3%0.077%
1/23/2025Asset Dedication LLC11,227$5.68M0.4%-18.4%0.001%
1/23/2025Sumitomo Life Insurance Co.9,499$4.81M0.1%-62.3%0.001%
1/23/2025Twelve Points Wealth Management LLC1,655$837K0.2%+32.6%0.000%
1/23/2025Foster Group Inc.1,161$587K0.0%-22.3%0.000%
1/23/2025Fulton Breakefield Broenniman LLC59,447$30.07M2.1%-1.3%0.006%
1/23/2025Capital Investment Counsel LLC14,478$7.32M1.2%+2.3%0.002%
1/22/2025 Mayflower Financial Advisors LLC4,433$2.24M0.3%+3.8%0.000%
1/22/2025 Genesee Capital Advisors LLC1,091$552K0.3%+10.2%0.000%
1/22/2025 BSW Wealth Partners2,486$1.26M0.2%+1.2%0.000%
1/22/2025 Watershed Private Wealth LLC1,108$561K0.2%-21.2%0.000%
1/22/2025 Bensler LLC6,923$3.50M0.4%-2.2%0.001%
1/22/2025 Axiom Financial Strategies LLC575$291K0.2%+3.6%0.000%
1/22/2025 Patriot Financial Group Insurance Agency LLC3,518$1.78M0.2%+3.0%0.000%
1/22/2025 Wealth Effects LLC4,396$2.22M0.8%-0.7%0.000%
1/22/2025 Stonegate Investment Group LLC17,655$8.93M0.2%+3.9%0.002%
1/22/2025 Perigon Wealth Management LLC17,614$8.99M0.2%+29.1%0.002%
1/22/2025 Jeppson Wealth Management LLC1,525$772K0.3%-1.3%0.000%
1/22/2025 Hutchens & Kramer Investment Management Group LLC513$260K0.1%-8.4%0.000%
1/22/2025 Matrix Asset Advisors Inc. NY17,411$8.81M1.0%-29.0%0.002%
1/22/2025 Revolve Wealth Partners LLC4,019$2.03M0.2%+137.1%0.000%
1/22/2025 Sterling Investment Counsel LLC1,755$888K0.6%-52.7%0.000%
1/22/2025 Griffin Asset Management Inc.15,520$7.85M0.9%-3.2%0.002%
1/22/2025 YHB Investment Advisors Inc.31,002$15.68M1.3%+0.6%0.003%
1/22/2025 Fortitude Advisory Group L.L.C.1,514$766K0.5%-6.0%0.000%
1/22/2025 Vantage Investment Partners LLC145,767$73.74M6.4%-5.4%0.016%
1/22/2025 Wealth Forward LLC1,012$512K0.4%-20.1%0.000%
1/22/2025 Acorn Creek Capital LLC544$275K0.1%-11.7%0.000%
1/22/2025 Town & Country Bank & Trust CO dba First Bankers Trust CO7,433$3.76M1.5%+2.1%0.001%
1/22/2025 Buffington Mohr McNeal1,804$913K0.2%+1.3%0.000%
1/22/2025 Diamant Asset Management Inc.1,820$921K0.6%-1.6%0.000%
1/22/2025 Mattern Wealth Management LLC2,235$1.13M0.2%-16.1%0.000%
1/22/2025 FSC Wealth Advisors LLC351$178K0.1%-25.2%0.000%
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1/22/2025 Wetzel Investment Advisors Inc.689$349K0.2%+4.9%0.000%
1/22/2025 BankPlus Wealth Management LLC397$201K0.1%N/A0.000%
1/22/2025 Bay Rivers Group6,610$3.34M1.6%+40.0%0.001%
1/22/2025 Court Place Advisors LLC4,659$2.36M0.8%-0.6%0.001%
1/22/2025 Nilsine Partners LLC6,855$3.47M0.4%+1.4%0.001%
1/22/2025 Berkshire Bank6,705$3.39M0.8%-0.3%0.001%
1/22/2025 Strategic Wealth Investment Group LLC15,523$7.85M0.8%-8.2%0.002%
1/22/2025 Baldwin Wealth Partners LLC MA1,654$837K0.1%-14.8%0.000%
1/22/2025 Foundations Investment Advisors LLC56,265$28.46M0.5%+16.5%0.006%
1/22/2025 Parsons Capital Management Inc. RI4,352$2.20M0.1%-9.4%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, 3,736 institutional investors and hedge funds held shares of UnitedHealth Group. The most heavily invested institutionals were Vanguard Group Inc. ($41.76B), BlackRock Inc. ($35.41B), State Street Corp ($26.63B), FMR LLC ($19.00B), Wellington Management Group LLP ($14.54B), Capital World Investors ($14.01B), and Price T Rowe Associates Inc. MD ($12.89B).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 3,275 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 ($11.02M), International Assets Investment Management LLC ($8.27M), Gateway Advisory LLC ($4.75M), Envestnet Asset Management Inc. ($4.59M), Osaic Holdings Inc. ($2.88M), and Bank of Montreal Can ($2.59M).

How much institutional buying is happening at UnitedHealth Group?

Institutional investors have bought a total of 1,152,392,329 shares in the last 24 months. This purchase volume represents approximately $557.79B in transactions.

Which UnitedHealth Group major shareholders have been selling company stock?

Of the 2,612 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), International Assets Investment Management LLC ($5.36M), FMR LLC ($4.55M), Envestnet Asset Management Inc. ($3.93M), GQG Partners LLC ($3.43M), and Clearbridge Investments LLC ($2.78M).

How much institutional selling is happening at UnitedHealth Group?

Institutional investors have sold a total of 163,642,997 shares in the last 24 months. This volume of shares sold represents approximately $81.13B in transactions.


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This page (NYSE:UNH) was last updated on 1/23/2025 by MarketBeat.com Staff
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