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UnitedHealth Group (UNH) Institutional Ownership

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$513.58 -2.92 (-0.57%)
Closing price 03:58 PM Eastern
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$512.42 -1.16 (-0.22%)
As of 04:26 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)
2575
Total
Institutional Inflows
(last 12 months)
$42.10B
Number of
Institutional Sellers
(last 12 months)
2027
Total
Institutional Outflows
(last 12 months)
$38.91B
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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
3/24/2025Mascagni Wealth Management Inc.131$66K0.1%N/A0.000%
3/21/2025Fairtree Asset Management Pty Ltd2,635$1.33M1.3%N/A0.000%
3/19/2025DSG Capital Advisors LLC50,619$25.61M4.6%N/A0.006%
3/19/2025Chancellor Financial Group WB LP4,289$2.17M1.7%N/A0.000%
3/18/2025Objective Capital Management LLC659$334K0.2%-18.3%0.000%
3/18/2025Triton Wealth Management PLLC493$249K0.1%+8.8%0.000%
3/18/2025CWC Advisors LLC.1,885$954K1.0%+2.3%0.000%
3/18/2025111 Capital6,195$3.13M0.7%N/A0.001%
3/17/2025 NorthCrest Asset Manangement LLC19,760$10.00M0.3%+7.8%0.002%
3/17/2025Members Wealth LLC2,271$1.20M0.9%N/A0.000%
3/14/2025Lansforsakringar Fondforvaltning AB publ 305,921$154.75M1.8%N/A0.033%
3/13/2025PKO Investment Management Joint Stock Co12,089$6.12M0.8%N/A0.001%
3/12/2025 Centaurus Financial Inc.14,272$7.22M0.4%+164.7%0.002%
3/12/2025 Wealthedge Investment Advisors LLC1,171$592K0.3%N/A0.000%
3/11/2025 Anchor Pointe Wealth Management LLC440$223K0.3%N/A0.000%
3/10/2025 Mattson Financial Services LLC9,032$4.57M1.4%-6.8%0.001%
3/6/2025 Copia Wealth Management83$42K0.0%N/A0.000%
3/6/2025 Wood Tarver Financial Group LLC145$73K0.0%N/A0.000%
3/6/2025 TFR Capital LLC.5,436$2.75M1.4%N/A0.001%
3/5/2025 Castle Rock Wealth Management LLC713$373K0.1%-72.3%0.000%
3/5/2025 Probity Advisors Inc.848$429K0.1%+45.2%0.000%
3/4/2025 Dogwood Wealth Management LLC1,215$615K0.3%+42.3%0.000%
3/4/2025 Buska Wealth Management LLC1,471$744K0.2%+11.9%0.000%
3/4/2025 Siemens Fonds Invest GmbH30,532$15.52M0.6%-0.6%0.003%
3/3/2025 Cim LLC38,052$19.25M2.7%-0.4%0.004%
3/3/2025 Forthright Family Wealth Advisory LLC397$201K0.1%-10.0%0.000%
2/28/2025 BridgePort Financial Solutions LLC1,536$720K0.3%N/A0.000%
2/28/2025 Park Square Financial Group LLC795$402K0.3%N/A0.000%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH726,527$367.52M0.7%N/A0.079%
2/28/2025 Brooklyn FI LLC2,752$1.39M0.2%N/A0.000%
2/28/2025 Employees Retirement System of Texas238,512$120.65M1.0%+760.2%0.026%
2/27/2025 Brucke Financial Inc.907$492K0.4%N/A0.000%
2/27/2025 Omnia Family Wealth LLC867$439K0.2%-3.0%0.000%
2/27/2025 ABLE Financial Group LLC4,121$2.08M0.6%+121.3%0.000%
2/27/2025 Bernard Wealth Management Corp.205$104K0.0%N/A0.000%
2/27/2025 XY Planning Network Inc.746$377K0.3%N/A0.000%
2/27/2025 Pinnacle Wealth Planning Services Inc.4,135$2.09M0.3%-31.8%0.000%
2/27/2025 Carolinas Wealth Consulting LLC2,076$1.05M0.2%-3.2%0.000%
2/26/2025 Bristol John W & Co. Inc. NY221,179$111.89M1.8%-2.7%0.024%
2/26/2025 Yoffe Investment Management LLC2,056$1.04M1.5%N/A0.000%
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2/26/2025 Capital A Wealth Management LLC1,105$559K0.9%N/A0.000%
2/26/2025 Discipline Wealth Solutions LLC1,092$552K0.3%+14.5%0.000%
2/26/2025 LM Advisors LLC4,953$2.51M0.4%+10.4%0.001%
2/26/2025 Lakeshore Capital Group Inc.1,265$640K1.0%N/A0.000%
2/26/2025 Virtue Capital Management LLC1,405$710K0.1%-14.2%0.000%
2/25/2025 Heck Capital Advisors LLC3,260$1.65M0.1%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.31,405$15.89M0.5%-17.8%0.003%
2/25/2025 Armis Advisers LLC558$282K0.0%N/A0.000%
2/25/2025 Shufro Rose & Co. LLC7,675$3.88M0.3%-2.3%0.001%
2/25/2025 Integrated Advisors Network LLC9,631$4.87M0.2%-18.8%0.001%
2/25/2025 Polar Asset Management Partners Inc.3,900$1.97M0.0%N/A0.000%
2/25/2025 Garde Capital Inc.616$312K0.0%+17.1%0.000%
2/24/2025 H&H Retirement Design & Management INC698$326K0.2%-16.9%0.000%
2/24/2025 Hall Capital Management Co. Inc.4,648$2.35M1.1%N/A0.001%
2/24/2025 Liberty Square Wealth Partners LLC422$221K0.1%N/A0.000%
2/24/2025 Great Valley Advisor Group Inc.39,923$20.20M0.5%-2.5%0.004%
2/24/2025 Cypress Asset Management Inc. TX10,158$5.24M1.3%N/A0.001%
2/24/2025 Ameriflex Group Inc.757$411K0.2%N/A0.000%
2/24/2025 United Advisor Group LLC2,106$1.07M0.2%+7.1%0.000%
2/24/2025 Sunbeam Capital Management LLC1,116$565K0.5%N/A0.000%
2/24/2025 Challenger Wealth Management1,746$883K0.8%N/A0.000%
2/22/2025 American Trust13,294$6.73M0.5%-5.7%0.001%
2/21/2025 Ascent Group LLC21,805$11.03M0.8%+0.3%0.002%
2/21/2025 Aurdan 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%
2/21/2025 Vermillion Wealth Management Inc.178$90K0.0%N/A0.000%
2/21/2025 AlphaCore 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%
2/20/2025 Baer Investment Advisory LLC4,065$2.06M4.3%N/A0.000%
2/20/2025 Michels Family Financial LLC786$398K0.4%N/A0.000%
2/20/2025 Peak 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%
2/20/2025 Wormser 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%
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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%
(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, 4,038 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 3,547 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 1,185,651,615 shares in the last 24 months. This purchase volume represents approximately $574.36B in transactions.

Which UnitedHealth Group major shareholders have been selling company stock?

Of the 2,714 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 186,039,475 shares in the last 24 months. This volume of shares sold represents approximately $92.22B in transactions.


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This page (NYSE:UNH) was last updated on 3/25/2025 by MarketBeat.com Staff
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