NYSE:UNH

UnitedHealth Group - UNH Institutional Ownership

$480.10

+3.14 (+0.66%)

(As of 03/21/2023 12:00 AM ET)

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Today's Range: $475.72
▼
$481.45
50-Day Range: $460.33
▼
$499.19
52-Week Range: $449.70
▼
$558.10

Volume: 3.12 million shs
Average Volume: 3.69 million shs
Market Capitalization: $447.86 billion

P/E Ratio: 22.66
Dividend Yield: 1.37%
Price Target: $599.68

Institutional Ownership

Current Institutional Ownership Percentage: 86.31%
Number of Institutional Buyers (last 12 months): 2330
Total Institutional Inflows (last 12 months): $43.47 B
Number of Institutional Sellers (last 12 months): 1856
Total Institutional Outflows (last 12 months): $27.57 B

UNH Institutional Buying and Selling by Quarter

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UnitedHealth Group Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/15/2023	B. Riley Wealth Advisors Inc.	54,004	$28.63M	0.7%	+3.4%	0.006%
3/13/2023	Claro Advisors LLC	4,129	$2.19M	0.7%	+4.7%	0.000%
3/10/2023	Mather Group LLC.	5,193	$2.75M	0.1%	+1.1%	0.001%
3/8/2023	Capital Asset Advisory Services LLC	4,331	$2.33M	0.2%	+19.5%	0.000%
3/7/2023	Great Lakes Retirement Inc.	10,401	$5.51M	1.4%	N/A	0.001%
3/6/2023	Rockefeller Capital Management L.P.	300,937	$159.55M	0.8%	+5.8%	0.032%

3/2/2023	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	3,423	$1.82M	0.0%	-12.9%	0.000%
3/1/2023	Smithbridge Asset Management Inc. DE	24,472	$12.98M	3.4%	+62.2%	0.003%
3/1/2023	Continuum Wealth Advisors LLC	1,047	$0.56M	0.6%	N/A	0.000%
3/1/2023	Lakewood Asset Management LLC	553	$0.29M	0.2%	N/A	0.000%
3/1/2023	Whitener Capital Management Inc.	3,168	$1.68M	0.7%	+5.0%	0.000%
3/1/2023	DDFG Inc	1,275	$0.68M	0.3%	N/A	0.000%
3/1/2023	Regal Investment Advisors LLC	2,705	$1.43M	0.1%	+1.3%	0.000%
3/1/2023	Willow Creek Wealth Management Inc.	378	$0.20M	0.0%	N/A	0.000%
2/28/2023	Cypress Asset Management Inc. TX	6,858	$3.64M	1.3%	-2.9%	0.001%
2/28/2023	Voya Investment Management LLC	2,017,042	$1.07B	1.5%	+12.4%	0.216%
2/27/2023	Gallagher Benefit Services Inc.	1,746	$0.93M	0.2%	N/A	0.000%
2/27/2023	Benin Management CORP	801	$0.43M	0.2%	+31.5%	0.000%
2/27/2023	Objective Capital Management LLC	939	$0.50M	0.5%	+6.1%	0.000%
2/27/2023	Cascade Investment Group Inc.	971	$0.52M	0.5%	N/A	0.000%
2/27/2023	ST Germain D J Co. Inc.	21,919	$0.46M	0.2%	+3.8%	0.002%
2/24/2023	SRS Capital Advisors Inc.	1,410	$0.75M	0.1%	-10.6%	0.000%
2/24/2023	Garde Capital Inc.	943	$0.50M	0.1%	+7.5%	0.000%
2/24/2023	RiverFront Investment Group LLC	17,496	$1.99M	0.5%	-14.8%	0.002%
2/23/2023	Chelsea Counsel Co.	50	$27K	0.0%	N/A	0.000%
2/23/2023	Tandem Wealth Advisors LLC	715	$0.38M	0.2%	N/A	0.000%
2/23/2023	Callan Family Office LLC	1,927	$1.02M	0.3%	N/A	0.000%
2/23/2023	WC Walker & Associates Inc.	1,696	$0.83M	0.4%	+11.8%	0.000%
2/23/2023	Chesapeake Wealth Management	4,992	$2.65M	1.2%	+7.0%	0.001%
2/22/2023	Kovack Advisors Inc.	6,052	$3.21M	0.5%	+33.7%	0.001%
2/22/2023	Tillman Hartley LLC	1,119	$0.59M	0.3%	N/A	0.000%
2/22/2023	IMS Capital Management	3,307	$1.75M	1.1%	+13.3%	0.000%
2/22/2023	Laraway Financial Advisors Inc	3,643	$1.93M	2.0%	-4.4%	0.000%
2/22/2023	Teachers Retirement System of The State of Kentucky	301,557	$159.88M	1.7%	-0.2%	0.032%
2/22/2023	CVA Family Office LLC	1,868	$0.99M	0.2%	-2.0%	0.000%
2/21/2023	Triasima Portfolio Management inc.	17,458	$9.26M	0.7%	-14.3%	0.002%
2/21/2023	Macquarie Group Ltd.	1,554,040	$823.92M	1.0%	-3.2%	0.166%
2/21/2023	Wallace Advisory Group LLC	1,832	$0.97M	0.8%	N/A	0.000%
2/21/2023	Ruedi Wealth Management Inc.	121	$64K	0.0%	N/A	0.000%
2/21/2023	Benchmark Investment Advisors LLC	4,566	$2.42M	2.6%	+2.4%	0.000%

2/21/2023	Northwestern Mutual Wealth Management Co.	200,607	$106.36M	0.2%	-3.6%	0.021%
2/21/2023	B. Riley Wealth Advisors Inc.	54,029	$28.65M	0.7%	+3.4%	0.006%
2/21/2023	Equitable Trust Co.	13,110	$6.95M	0.5%	-17.3%	0.001%
2/21/2023	Foundation Wealth Management LLC	418	$0.22M	0.2%	N/A	0.000%
2/21/2023	Northwestern Mutual Investment Management Company LLC	29,284	$15.53M	0.4%	-15.7%	0.003%
2/21/2023	National Pension Service	1,296,293	$687.27M	1.4%	+2.1%	0.139%
2/17/2023	Truist Financial Corp	707,413	$375.06M	0.7%	-0.5%	0.076%
2/17/2023	Coppell Advisory Solutions Corp.	737	$0.39M	0.1%	N/A	0.000%
2/17/2023	Sterling Group Wealth Management LLC	744	$0.39M	0.4%	N/A	0.000%
2/17/2023	Auxier Asset Management	81,724	$43.33M	7.5%	0.0%	0.009%
2/17/2023	Palouse Capital Management Inc.	5,860	$73.21M	5.1%	-8.1%	0.001%
2/17/2023	Compass Wealth Management LLC	332	$0.18M	0.1%	N/A	0.000%
2/17/2023	Covenant Partners LLC	2,859	$1.52M	0.6%	-1.0%	0.000%
2/17/2023	Ascent Group LLC	16,856	$8.94M	1.1%	+7.4%	0.002%
2/17/2023	Massachusetts Wealth Management	707	$0.35M	0.3%	N/A	0.000%
2/17/2023	Linden Thomas Advisory Services LLC	1,748	$0.93M	0.3%	N/A	0.000%
2/17/2023	Strait & Sound Wealth Management LLC	818	$0.40M	0.4%	N/A	0.000%
2/17/2023	Bank Pictet & Cie Asia Ltd.	8,996	$4.77M	1.7%	-9.3%	0.001%
2/16/2023	Bensler LLC	7,744	$4.11M	0.9%	+1.2%	0.001%
2/16/2023	GHP Investment Advisors Inc.	16,009	$8.49M	0.6%	+1.3%	0.002%
2/16/2023	American Trust	18,160	$9.63M	0.9%	+1.3%	0.002%
2/16/2023	Alpha Financial Partners LLC	561	$0.30M	0.4%	N/A	0.000%
2/16/2023	Beach Investment Counsel Inc. PA	20,370	$10.80M	1.3%	+0.8%	0.002%
2/16/2023	Moneta Group Investment Advisors LLC	11,824	$6.27M	0.2%	+0.2%	0.001%
2/16/2023	Alliancebernstein L.P.	10,499,294	$5.57B	2.5%	+4.1%	1.124%
2/16/2023	AlphaQ Advisors LLC	2,091	$1.11M	1.0%	N/A	0.000%
2/16/2023	Certified Advisory Corp	4,689	$2.49M	0.5%	+1.8%	0.001%
2/16/2023	Clay Northam Wealth Management LLC	515	$0.27M	0.3%	-7.5%	0.000%
2/16/2023	CreativeOne Wealth LLC	14,030	$7.44M	0.4%	-4.4%	0.002%
2/16/2023	FWL Investment Management LLC	720	$0.38M	0.3%	+6.4%	0.000%
2/16/2023	Financial Advocates Investment Management	5,295	$2.81M	0.2%	+54.9%	0.001%
2/16/2023	Pacific Capital Wealth Advisors Inc.	453	$0.24M	0.1%	N/A	0.000%
2/16/2023	Personal Capital Advisors Corp	206,714	$109.60M	0.5%	+1.6%	0.022%
2/16/2023	Port Capital LLC	50,769	$26.92M	1.9%	+23.0%	0.005%
2/16/2023	Probity Advisors Inc.	655	$0.35M	0.1%	-3.5%	0.000%
2/16/2023	RFG Advisory LLC	5,395	$2.55M	0.1%	-25.6%	0.001%
2/16/2023	Regal Partners Ltd	7,875	$4.18M	1.0%	-20.1%	0.001%
2/16/2023	Resurgent Financial Advisors LLC	2,601	$1.38M	0.7%	+9.7%	0.000%
2/16/2023	State of Wyoming	2,125	$1.13M	0.4%	-26.1%	0.000%
2/16/2023	United Capital Financial Advisers LLC	142,343	$75.47M	0.4%	+0.4%	0.015%
2/16/2023	Wellington Shields & Co. LLC	1,082	$0.57M	0.1%	+42.4%	0.000%
2/16/2023	Wellington Shields Capital Management LLC	3,072	$1.63M	0.2%	+1.7%	0.000%
2/16/2023	Harbour Investments Inc.	7,051	$3.74M	0.2%	-30.9%	0.001%
2/16/2023	Live Oak Investment Partners	2,684	$1.42M	1.3%	N/A	0.000%
2/16/2023	One Capital Management LLC	2,140	$1.14M	0.1%	-16.6%	0.000%
2/16/2023	CoreFirst Bank & Trust	2,588	$1.37M	1.0%	-1.1%	0.000%
2/16/2023	IMA Wealth Inc.	4,484	$2.38M	0.6%	+2.4%	0.000%
2/16/2023	Gateway Wealth Partners LLC	23,679	$12.55M	2.2%	N/A	0.003%
2/16/2023	Chartwell Investment Partners LLC	66,853	$35.44M	1.4%	-3.9%	0.007%
2/15/2023	Greenwood Gearhart Inc.	1,210	$0.64M	0.1%	-2.2%	0.000%

2/15/2023	RiverFront Investment Group LLC	17,496	$1.99M	0.5%	-14.8%	0.002%
2/15/2023	Public Employees Retirement System of Ohio	573,934	$304.29M	1.3%	+0.6%	0.061%
2/15/2023	Steward Partners Investment Advisory LLC	123,615	$65.54M	1.1%	+2.3%	0.013%
2/15/2023	RMR Wealth Builders	643	$0.34M	0.1%	-4.6%	0.000%
2/15/2023	CI Private Wealth LLC	443,074	$235M	0.9%	N/A	0.047%
2/15/2023	Capstone Financial Advisors Inc.	791	$0.42M	0.0%	+3.9%	0.000%
2/15/2023	Metropolitan Life Insurance Co NY	51,849	$27.49M	1.4%	-5.5%	0.006%
2/15/2023	MetLife Investment Management LLC	277,955	$147.37M	1.2%	-2.0%	0.030%
2/15/2023	WealthPLAN Partners LLC	1,593	$0.79M	0.1%	N/A	0.000%
2/15/2023	Chilton Investment Co. Inc.	67,957	$36.03M	1.1%	+2.8%	0.007%

(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, 3,395 institutional investors and hedge funds held shares of UnitedHealth Group. The most heavily invested institutionals were Arete Wealth Advisors LLC ($2,739.43B), Aspire Private Capital LLC ($778.15B), Vanguard Group Inc. ($41.90B), BlackRock Inc. ($36.03B), FMR LLC ($25.59B), State Street Corp ($23.21B), and Capital World Investors ($17.75B).Learn more on UNH's institutional investors.
What percentage of UnitedHealth Group stock is owned by institutional investors?: 86.31% 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 3,064 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: Norges Bank ($18.75M), EP Wealth Advisors LLC ($15.53M), Moneta Group Investment Advisors LLC ($11.81M), Price T Rowe Associates Inc. MD ($5.56M), Jennison Associates LLC ($4.34M), Arrowstreet Capital Limited Partnership ($2.55M), and State Street Corp ($2.51M).

How much institutional buying is happening at UnitedHealth Group?: Institutional investors have bought a total of 167,587,772 shares in the last 24 months. This purchase volume represents approximately $78.60B in transactions.
Which UnitedHealth Group major shareholders have been selling company stock?: Of the 2,335 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: Price T Rowe Associates Inc. MD ($7.85M), BlackRock Inc. ($3.62M), Sepio Capital LP ($3.61M), Fisher Asset Management LLC ($2.93M), Clearbridge Investments LLC ($2.80M), Sanders Capital LLC ($1.73M), and Maj Invest Holding A S ($1.65M).
How much institutional selling is happening at UnitedHealth Group?: Institutional investors have sold a total of 104,866,966 shares in the last 24 months. This volume of shares sold represents approximately $49.14B in transactions.

This page (NYSE:UNH) was last updated on 3/21/2023 by MarketBeat.com Staff

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UnitedHealth Group - UNH Institutional Ownership

UNH Institutional Buying and Selling by Quarter

UnitedHealth Group Major Shareholders & Ownership History

UNH Institutional Ownership - Frequently Asked Questions

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UnitedHealth Group - UNH Institutional Ownership

Institutional Ownership Changes (13F Filings) for UnitedHealth Group (NYSE:UNH)

UNH Institutional Buying and Selling by Quarter

UnitedHealth Group Major Shareholders & Ownership History

UNH Institutional Ownership - Frequently Asked Questions