Unitedhealth Group Inc (UNH) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

908,000,000Shares Outstanding

744,283,245Shares held by institutions

$263,937,724,342Value of institutional holdings

81.97%Institutional ownership %

0.29%Shares Changed QoQ

3,189No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Unitedhealth Group Inc (NYSE:UNH) has 3,172 institutional investors that have filed 13F reports for the period ending December 2025.

These investors collectively held 80.8% of Unitedhealth's outstanding shares in December 2025, down from 84.5% in September 2025.
Their total shares held in UNH decreased -0.17% from the prior quarter, while the number of investors in Unitedhealth decreased 11.59% year over year.
Activity in UNH broke down as 1,467 buyers, 1,457 sellers, and 248 unchanged among 3,172 total holders.
Institutional investors collectively held 733.55Mn shares in Unitedhealth as of December 2025, down by 1.22Mn shares quarter on quarter, and down 120.85Mn shares year over year.
Coastline Trust Co is the top holder of Unitedhealth as of December 31, 2025, with 10.91K shares representing 0.0% of outstanding stock.
Leading buyers of Unitedhealth shares for the quarter ending December 2025 were Ridgewood Investments LLC (3.8K), Signature Wealth Management Group (3.36K), ROWLANDMILLER & PARTNERS.ADV (678), Hilltop National Bank (293), Ares Financial Consulting, LLC (175).
The largest sales of UNH for the quarter ending December 2025 came from NEVILLE RODIE & SHAW INC (1.64K), MJT & Associates Financial Advisory Group, Inc. (325), Byrne Asset Management LLC (283), ADIRONDACK TRUST CO (218), Coastline Trust Co (70).
Per Business Quant, the top 10 investors in UNH for the quarter ending December 2025 include Coastline Trust Co (10.91K), NEVILLE RODIE & SHAW INC (7.58K), ROWLANDMILLER & PARTNERS.ADV (5.68K), Hilltop National Bank (5.38K), Ridgewood Investments LLC (3.8K), Signature Wealth Management Group (3.36K), LVM CAPITAL MANAGEMENT LTD/MI (2.44K), Investors Research Corp (1.2K), Byrne Asset Management LLC (1.13K), ADIRONDACK TRUST CO (730).

3,197 Institutional Holders

744,283,245 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	91,600,260	995,210	1.10%	$30,238,161,829.00
BlackRock, Inc.	31 Dec, 2025	74,743,552	451,654	0.61%	$24,673,593,995.00
State Street Corp	31 Dec, 2025	45,232,170	1,119,834	2.54%	$14,931,591,639.00
Capital World Investors	31 Dec, 2025	22,591,042	824,120	3.79%	$7,457,722,927.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	21,791,590	5,565	0.03%	$7,175,515,873.00
Capital International Investors	31 Dec, 2025	18,655,111	1,155,162	6.60%	$6,158,733,817.00
Jpmorgan Chase & Co	31 Dec, 2025	17,199,093	-19,910,199	-53.65%	$5,677,593,749.00
Morgan Stanley	31 Dec, 2025	15,790,095	553,413	3.63%	$5,212,469,427.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	15,688,774	-827,153	-5.01%	$5,179,021,185.00
NORGES BANK	31 Dec, 2025	13,256,692	13,256,692	0.00%	$4,376,166,596.00
FMR LLC	31 Dec, 2025	12,699,042	-991,945	-7.25%	$4,192,080,593.00
Goldman Sachs Group Inc	31 Dec, 2025	12,376,796	7,176,456	138.00%	$4,085,704,108.00
Bank Of America Corp /De/	31 Dec, 2025	9,615,825	-11,299,271	-54.02%	$3,174,279,997.00
DODGE & COX	31 Dec, 2025	9,172,769	-332,867	-3.50%	$3,028,022,775.00
Bank of New York Mellon Corp	31 Dec, 2025	9,157,234	1,407,412	18.16%	$3,022,894,171.00
Northern Trust Corp	31 Dec, 2025	8,846,910	-262,782	-2.88%	$2,920,453,460.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	8,440,352	378,453	4.69%	$2,786,247,842.00
Royal Bank Of Canada	31 Dec, 2025	8,069,092	-120,240	-1.47%	$2,663,688,000.00
HSBC HOLDINGS PLC	31 Dec, 2025	7,832,082	3,436,789	78.19%	$2,588,734,676.00
Amundi	31 Dec, 2025	7,356,057	1,544,066	26.57%	$2,428,309,488.00

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