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UnitedHealth Group (UNH) Institutional Ownership

-5.48 (-1.12%)
(As of 04:30 PM ET)

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

Institutional Ownership
Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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UNH Institutional Buying and Selling by Quarter

UnitedHealth Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/20/2024 HM Payson & Co.117,850$58.30M1.1%-23.5%0.013%
6/13/2024 NBW Capital LLC8,611$4.26M0.9%-20.7%0.001%
6/13/2024 Mosaic Family Wealth Partners LLC1,814$897K0.1%-17.2%0.000%
6/13/2024 IMS Capital Management3,732$1.85M0.9%+2.4%0.000%
6/11/2024 Jackson Wealth Management LLC15,822$7.83M1.0%+4.7%0.002%
6/11/2024American Trust17,474$8.64M0.8%+4.5%0.002%
6/11/2024 Cypress Asset Management Inc. TX10,118$5.09M1.4%+1.1%0.001%
6/11/2024 EverSource Wealth Advisors LLC2,429$1.18M0.1%-21.7%0.000%
6/7/2024 Railway Pension Investments Ltd265,520$131.35M1.3%+1.0%0.029%
6/4/2024 DekaBank Deutsche Girozentrale925,789$456.52M0.8%+3.5%0.101%
6/4/2024 Tactive Advisors LLC621$307K0.2%-4.2%0.000%
5/31/2024 Maxwell Wealth Strategies Inc.3,061$1.47M0.7%+535.1%0.000%
5/30/2024 Cambridge Trust Co.88,210$43.64M1.7%+4.4%0.010%
5/30/2024 Peninsula Wealth LLC549$271K0.0%-10.9%0.000%
5/29/2024 Pathway Financial Advisers LLC6,488$3.21M1.2%N/A0.001%
5/29/2024 Soltis Investment Advisors LLC15,010$7.43M0.8%+93.3%0.002%
5/28/2024 Boston Partners1,044,528$516.75M0.6%-20.0%0.113%
5/28/2024 Teachers Retirement System of The State of Kentucky257,511$127.39M1.1%-8.8%0.028%
5/24/2024 Cetera Advisor Networks LLC134,193$66.39M0.3%-5.2%0.015%
5/24/2024 Cetera Advisors LLC67,247$33.27M0.3%+74.5%0.007%
5/24/2024 Cetera Investment Advisers239,661$118.56M0.3%+246.1%0.026%
5/24/2024 Farallon Capital Management LLC1,701,410$841.69M3.8%+41.5%0.185%
5/24/2024 PGGM Investments5,971$2.95M0.0%-77.7%0.001%
5/24/2024 Northwest Bank & Trust Co1,180$571K0.5%-2.0%0.000%
5/23/2024 Community Trust & Investment Co.59,542$29.46M2.1%+1.2%0.006%
5/22/2024 Burney Co.45,744$22.63M0.9%-1.0%0.005%
5/22/2024 Orleans Capital Management Corp LA8,032$3.97M2.6%-11.5%0.001%
5/22/2024 Koesten Hirschmann & Crabtree INC.100$49K0.0%N/A0.000%
5/22/2024 Second Line Capital LLC4,396$2.18M0.7%+9.3%0.000%
5/22/2024 BigSur Wealth Management LLC4,531$2.24M0.7%+45.1%0.000%
5/21/2024 Atria Investments Inc80,966$40.05M0.6%-3.6%0.009%
5/21/2024 Swedbank AB2,258,867$1.12B1.6%N/A0.245%
5/21/2024Sanibel Captiva Trust Company Inc.69,062$34.17M1.2%+2.0%0.008%
5/21/2024 LRI Investments LLC1,719$850K0.1%N/A0.000%
5/21/2024 Arrow Financial Corp8,195$4.05M0.4%-10.3%0.001%
5/20/2024 Independent Wealth Network Inc.408$202K0.1%-10.3%0.000%
5/20/2024Strategic Wealth Partners Ltd.7,941$3.93M0.4%+14.1%0.001%
5/20/2024 Continuum Wealth Advisors LLC791$391K0.2%-8.7%0.000%
5/20/2024 Cim LLC39,514$19.55M3.0%+21.0%0.004%
5/17/2024 Citizens Financial Group Inc. RI32,312$15.99M0.5%+1.6%0.004%
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5/17/2024 CCM Investment Advisers LLC30,668$15.17M1.8%-3.4%0.003%
5/17/2024 Vima LLC411$194K0.1%+40.3%0.000%
5/17/2024 Advisory Resource Group423$209K0.0%N/A0.000%
5/17/2024 Heartland Bank & Trust Co3,533$1.75M1.0%-0.6%0.000%
5/17/2024 New Covenant Trust Company N.A.1,084$536K0.5%N/A0.000%
5/17/2024 Plato Investment Management Ltd19,676$9.73M1.0%+754.4%0.002%
5/17/2024 Western Pacific Wealth Management LP1,157$572K0.4%+28.1%0.000%
5/17/2024 XML Financial LLC3,270$1.62M0.2%-7.0%0.000%
5/17/2024 iA Global Asset Management Inc.466,899$230.98M2.7%+1.0%0.051%
5/17/2024 KLCM Advisors Inc.3,510$1.74M0.2%-12.5%0.000%
5/17/2024 Wedgewood Partners Inc.60,193$31.15M6.8%+22.3%0.007%
5/17/2024 Brown Shipley& Co Ltd16,817$8.24M2.6%+13.4%0.002%
5/17/2024 Vista Investment Partners LLC2,169$1.07M0.4%-74.7%0.000%
5/17/2024 LBP AM SA50,330$24.90M1.0%-22.5%0.005%
5/17/2024 First Western Trust Bank1,328$657K0.0%-3.8%0.000%
5/17/2024 Jaffetilchin Investment Partners LLC11,224$5.55M0.5%+10.5%0.001%
5/17/2024 Beacon Capital Management LLC275$136K0.0%+31.0%0.000%
5/17/2024 Semmax Financial Advisors Inc.4,010$2.05M0.7%+72.6%0.000%
5/17/2024 Pineridge Advisors LLC194$96K0.0%-49.2%0.000%
5/17/2024 Hancock Whitney Corp18,996$9.40M0.3%-54.7%0.002%
5/17/2024 Comerica Bank290,280$143.60M0.6%-2.3%0.032%
5/17/2024 Coppell Advisory Solutions Corp.1,519$752K0.1%N/A0.000%
5/17/2024 Castleark Management LLC19,634$9.71M0.4%+11.7%0.002%
5/17/2024 Tidal Investments LLC26,920$13.31M0.2%+8.1%0.003%
5/17/2024 DCM Advisors LLC665$329K0.1%-71.1%0.000%
5/17/2024 Creekmur Asset Management LLC706$349K0.1%+11.9%0.000%
5/17/2024 Motley Fool Asset Management LLC31,220$15.45M1.0%+12.8%0.003%
5/16/2024 Redwood Investment Management LLC4,058$2.01M0.2%-17.3%0.000%
5/16/2024 California State Teachers Retirement System1,498,229$741.17M0.9%+0.5%0.163%
5/16/2024 Meiji Yasuda Life Insurance Co39,214$19.40M0.4%+11.0%0.004%
5/16/2024 Innova Wealth Partners927$459K0.4%+14.0%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.55,695$28.08M0.7%+14.8%0.006%
5/16/2024 Ancora Advisors LLC115,584$57.18M1.3%+6.8%0.013%
5/16/2024 Dynasty Wealth Management LLC11,486$5.68M0.2%N/A0.001%
5/16/2024 Virtus Investment Advisers Inc.324$160K0.1%-26.0%0.000%
5/16/2024 Prudent Investors Network Inc.1,142$565K0.2%N/A0.000%
5/16/2024 Fairbanks Capital Management Inc.6,896$3.41M2.4%-1.3%0.001%
5/16/2024 Oxford Wealth Group LLC3,189$1.58M1.4%N/A0.000%
5/16/2024 Whalerock Point Partners LLC12,090$5.98M1.6%-99.9%0.001%
5/16/2024 Icon Wealth Advisors LLC16,852$8.34M0.8%+43.3%0.002%
5/16/2024 Incline Global Management LLC30,026$14.85M4.7%N/A0.003%
5/16/2024 Industrial Alliance Investment Management Inc.1,720$851K0.4%+3.1%0.000%
5/16/2024 Ironvine Capital Partners LLC62,785$31.06M3.4%+10.6%0.007%
5/16/2024 Janus Henderson Group PLC5,316,669$2.63B1.4%-5.7%0.578%
5/16/2024 Kennedy Capital Management LLC32,055$15.86M0.3%+235.0%0.003%
5/16/2024 Kraft Davis & Associates LLC1,268$648K0.2%+132.7%0.000%
5/16/2024 L1 Capital International Pty Ltd27,084$13.26M5.9%+29.7%0.003%
5/16/2024 Bridgeway Capital Management LLC49,797$24.64M0.5%+5.8%0.005%
5/16/2024 BTG Pactual Global Asset Management Ltd2,064$1.08M0.2%N/A0.000%
5/16/2024Benchmark Investment Advisors LLC3,034$1.50M1.2%+255.7%0.000%
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5/16/2024 Waverly Advisors LLC11,193$5.54M0.1%+15.3%0.001%
5/16/2024 Kinloch Capital LLC664$328K0.2%-2.9%0.000%
5/16/2024 Silvercrest Asset Management Group LLC25,170$12.45M0.1%+40.9%0.003%
5/16/2024 Captrust Financial Advisors207,896$102.85M0.3%-27.4%0.023%
5/16/2024 Zurich Insurance Group Ltd FI11,700$5.79M0.1%-94.6%0.001%
5/16/2024 Lavaca Capital LLC3,254$1.61M0.9%+4.3%0.000%
5/16/2024 Bornite Capital Management LP20,000$9.89M1.7%-33.3%0.002%
5/15/2024 Ascent Group LLC22,285$11.03M1.0%-1.7%0.002%
5/15/2024 Earnest Partners LLC20,403$10.09M0.0%-53.7%0.002%
5/15/2024 SVB Wealth LLC28,010$13.86M0.3%-10.6%0.003%
(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, 3,638 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 ($22.26B), FMR LLC ($21.93B), Capital World Investors ($14.01B), Price T Rowe Associates Inc. MD ($12.89B), and Wellington Management Group LLP ($12.84B).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 3,246 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), Price T Rowe Associates Inc. MD ($5.65M), Gateway Advisory LLC ($4.75M), Envestnet Asset Management Inc. ($4.70M), Bank of Montreal Can ($3.16M), and International Assets Investment Management LLC ($2.98M).

How much institutional buying is happening at UnitedHealth Group?

Institutional investors have bought a total of 1,154,046,561 shares in the last 24 months. This purchase volume represents approximately $557.56B in transactions.

Which UnitedHealth Group major shareholders have been selling company stock?

Of the 2,560 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), Price T Rowe Associates Inc. MD ($6.05M), FMR LLC ($4.35M), Envestnet Asset Management Inc. ($3.93M), GQG Partners LLC ($3.43M), and Clearbridge Investments LLC ($2.86M).

How much institutional selling is happening at UnitedHealth Group?

Institutional investors have sold a total of 167,775,551 shares in the last 24 months. This volume of shares sold represents approximately $82.69B in transactions.

This page (NYSE:UNH) was last updated on 6/25/2024 by Staff

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