UnitedHealth Group (UNH) Institutional Ownership

$569.80

+10.12 (+1.81%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 87.86%
Number of Institutional Buyers (last 12 months): 2387
Total Institutional Inflows (last 12 months): $33.18B

Number of Institutional Sellers (last 12 months): 1804
Total Institutional Outflows (last 12 months): $58.70B

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Aletheian Wealth Advisors LLC	2,563	$1.31M	0.7%	+4.1%	0.000%
7/26/2024	Detalus Advisors LLC	1,645	$838K	0.3%	+10.0%	0.000%
7/26/2024	West Branch Capital LLC	10,970	$5.59M	2.1%	+22.0%	0.001%
7/26/2024	Ballast Advisors LLC	1,288	$656K	0.2%	-10.5%	0.000%
7/26/2024	Echo45 Advisors LLC	617	$314K	0.2%	-27.0%	0.000%
7/26/2024	Avion Wealth	237	$120K	0.0%	+23.4%	0.000%
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7/26/2024	Breakwater Capital Group	2,407	$1.23M	0.3%	-1.6%	0.000%
7/26/2024	Jessup Wealth Management Inc	6,584	$3.35M	1.4%	+2.9%	0.001%
7/26/2024	Walkner Condon Financial Advisors LLC	773	$394K	0.1%	+9.0%	0.000%
7/26/2024	Conning Inc.	77,817	$39.57M	1.4%	-4.0%	0.008%
7/26/2024	Argonautica Private Wealth Management Inc.	12,998	$6.62M	2.3%	-18.8%	0.001%
7/26/2024	K.J. Harrison & Partners Inc	1,830	$932K	0.2%	+36.6%	0.000%
7/26/2024	McClarren Financial Advisors Inc.	2,755	$1.40M	1.0%	+192.5%	0.000%
7/26/2024	Leith Wheeler Investment Counsel Ltd.	464	$236K	0.0%	N/A	0.000%
7/26/2024	Simmons Bank	10,933	$5.57M	0.4%	+2.7%	0.001%
7/26/2024	ABLE Financial Group LLC	1,867	$951K	0.3%	-12.6%	0.000%
7/26/2024	WealthShield Partners LLC	7,372	$3.75M	0.6%	+8.6%	0.001%
7/26/2024	Checchi Capital Advisers LLC	14,494	$7.38M	0.4%	-4.0%	0.002%
7/26/2024	MWA Asset Management	3,647	$1.86M	1.3%	+13.2%	0.000%
7/26/2024	Worth Financial Advisory Group LLC	736	$375K	0.2%	-45.1%	0.000%
7/26/2024	Hall Capital Management Co. Inc.	5,343	$2.72M	1.3%	+6.3%	0.001%
7/26/2024	Harbour Investments Inc.	6,336	$3.23M	0.1%	+1.4%	0.001%
7/26/2024	LS Investment Advisors LLC	2,485	$1.27M	0.2%	-34.3%	0.000%
7/26/2024	Park Edge Advisors LLC	1,384	$705K	0.2%	-10.8%	0.000%
7/26/2024	Bensler LLC	7,145	$3.64M	0.5%	-1.6%	0.001%
7/26/2024	Eagle Bay Advisors LLC	1,104	$562K	0.3%	-16.9%	0.000%
7/26/2024	Patriot Financial Group Insurance Agency LLC	3,497	$1.78M	0.3%	+7.9%	0.000%
7/26/2024	AustralianSuper Pty Ltd	432,828	$220.42M	1.3%	+13.8%	0.047%
7/26/2024	Atomi Financial Group Inc.	7,046	$3.59M	0.3%	+19.5%	0.001%
7/26/2024	Cambridge Investment Research Advisors Inc.	116,926	$59.55M	0.2%	-5.3%	0.013%
7/26/2024	Wealth Advisory Solutions LLC	21,689	$11.05M	3.0%	+11.6%	0.002%
7/26/2024	Groesbeck Investment Management Corp NJ	3,996	$2.04M	2.8%	+3.9%	0.000%
7/26/2024	Integrity Wealth Solutions LLC	398	$203K	0.1%	N/A	0.000%
7/26/2024	Legato Capital Management LLC	4,293	$2.19M	0.3%	-25.1%	0.000%
7/26/2024	RiverPark Advisors LLC	6,673	$3.40M	2.8%	-0.3%	0.001%
7/26/2024	Riverpark Capital Management LLC	2,953	$1.50M	2.0%	+15.7%	0.000%
7/26/2024	GAM Holding AG	27,238	$13.87M	1.1%	-28.4%	0.003%
7/26/2024	AlphaStar Capital Management LLC	676	$344K	0.0%	-4.7%	0.000%
7/26/2024	Saxony Capital Management LLC	530	$270K	0.3%	+3.5%	0.000%
7/26/2024	Railway Pension Investments Ltd	104,356	$53.14M	0.6%	-60.7%	0.011%
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7/26/2024	Latitude Advisors LLC	1,541	$785K	0.5%	+4.3%	0.000%
7/26/2024	My Personal CFO LLC	1,882	$958K	0.5%	-1.0%	0.000%
7/26/2024	Pioneer Trust Bank N A OR	27,729	$14.12M	3.8%	+2.5%	0.003%
7/26/2024	Davis Rea LTD.	17,842	$9.09M	4.5%	-12.0%	0.002%
7/26/2024	Signature Estate & Investment Advisors LLC	3,768	$1.92M	0.0%	+192.8%	0.000%
7/26/2024	Mitsubishi UFJ Asset Management UK Ltd.	2,600	$1.32M	0.7%	+62.5%	0.000%
7/26/2024	Allspring Global Investments Holdings LLC	387,188	$197.18M	0.3%	-4.6%	0.042%
7/26/2024	State of Michigan Retirement System	263,719	$134.30M	0.7%	+0.5%	0.029%
7/26/2024	Trust Co. of Virginia VA	43,345	$22.07M	2.1%	+0.2%	0.005%
7/26/2024	Callan Family Office LLC	2,435	$1.24M	0.2%	+48.1%	0.000%
7/26/2024	MTM Investment Management LLC	996	$507K	0.2%	-16.7%	0.000%
7/26/2024	Hyman Charles D	8,357	$4.26M	0.2%	-0.4%	0.001%
7/26/2024	St. Johns Investment Management Company LLC	3,059	$1.56M	0.7%	-2.9%	0.000%
7/26/2024	SlateStone Wealth LLC	13,034	$6.64M	0.7%	+5.6%	0.001%
7/26/2024	Rational Advisors LLC	787	$401K	0.0%	N/A	0.000%
7/26/2024	Bailard Inc.	76,873	$39.15M	1.1%	-0.8%	0.008%
7/26/2024	Verdence Capital Advisors LLC	16,718	$8.51M	0.8%	+0.8%	0.002%
7/26/2024	Paulson Wealth Management Inc.	3,601	$1.83M	0.5%	-0.5%	0.000%
7/26/2024	Bank of New York Mellon Corp	8,039,601	$4.09B	0.8%	+0.4%	0.873%
7/26/2024	Catalyst Financial Partners LLC	4,325	$2.20M	0.5%	+9.7%	0.000%
7/26/2024	Bristlecone Advisors LLC	11,124	$5.67M	0.5%	-5.3%	0.001%
7/26/2024	Salomon & Ludwin LLC	1,168	$595K	0.1%	-26.9%	0.000%
7/26/2024	TFG Advisers LLC	8,052	$4.10M	1.6%	-4.7%	0.001%
7/26/2024	Alta Capital Management LLC	114,322	$58.22M	3.7%	+20.5%	0.012%
7/26/2024	Townsend Asset Management Corp NC ADV	1,370	$698K	0.3%	-42.4%	0.000%
7/26/2024	IMA Advisory Services Inc.	4,051	$2.06M	0.5%	+1.4%	0.000%
7/26/2024	Catalyst Capital Advisors LLC	2,207	$1.12M	0.0%	-2.6%	0.000%
7/25/2024	New Millennium Group LLC	135	$69K	0.0%	N/A	0.000%
7/25/2024	First Heartland Consultants Inc.	1,124	$572K	0.0%	+10.2%	0.000%
7/25/2024	MinichMacGregor Wealth Management LLC	1,049	$534K	0.1%	+145.1%	0.000%
7/25/2024	Hills Bank & Trust Co	247	$126K	0.0%	N/A	0.000%
7/25/2024	Cypress Capital Group	10,277	$5.23M	0.6%	+5.5%	0.001%
7/25/2024	Raymond James Trust N.A.	69,926	$35.61M	0.8%	+5.8%	0.008%
7/25/2024	Wedgewood Investors Inc. PA	591	$301K	0.4%	N/A	0.000%
7/25/2024	WD Rutherford LLC	1,635	$833K	0.4%	-25.2%	0.000%
7/25/2024	Highland Capital Management LLC	14,621	$7.45M	0.4%	-10.1%	0.002%
7/25/2024	Capital Advisors Ltd. LLC	1,818	$926K	0.1%	+7.1%	0.000%
7/25/2024	Calamos Advisors LLC	303,514	$154.57M	0.7%	-3.8%	0.033%
7/25/2024	Aljian Capital Management LLC	14,226	$7.25M	2.4%	-2.3%	0.002%
7/25/2024	Northcape Wealth Management LLC	4,277	$2.18M	0.8%	+3.4%	0.000%
7/25/2024	AMG National Trust Bank	16,895	$8.60M	0.2%	+8.9%	0.002%
7/25/2024	Tempus Wealth Planning LLC	784	$399K	0.2%	+20.2%	0.000%
7/25/2024	Overbrook Management Corp	29,783	$15.17M	3.8%	-7.3%	0.003%
7/25/2024	Calamos Wealth Management LLC	43,853	$22.33M	1.2%	+1.0%	0.005%
7/25/2024	Independence Bank of Kentucky	7,893	$4.02M	1.1%	+25.9%	0.001%
7/25/2024	Optas LLC	3,994	$2.03M	0.5%	-3.9%	0.000%
7/25/2024	Wade Financial Advisory Inc	442	$225K	0.1%	N/A	0.000%
7/25/2024	Aries Wealth Management	3,950	$2.01M	0.6%	-0.6%	0.000%
7/25/2024	SNS Financial Group LLC	8,147	$4.15M	0.4%	-1.5%	0.001%
7/25/2024	Levy Wealth Management Group LLC	892	$454K	0.1%	-11.0%	0.000%
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7/25/2024	Pinnacle Wealth Management Advisory Group LLC	7,867	$4.01M	0.4%	+2.1%	0.001%
7/25/2024	Destiny Wealth Partners LLC	468	$238K	0.0%	-34.8%	0.000%
7/25/2024	Community Financial Services Group LLC	11,867	$6.04M	1.3%	+7.0%	0.001%
7/25/2024	Field & Main Bank	12,375	$6.30M	2.4%	-1.6%	0.001%
7/25/2024	Moody Lynn & Lieberson LLC	7,993	$4.07M	0.3%	-5.3%	0.001%
7/25/2024	Waypoint Capital Advisors LLC	5,103	$2.60M	0.6%	+0.8%	0.001%
7/25/2024	Vivid Wealth Management LLC	420	$214K	0.1%	-70.6%	0.000%
7/25/2024	Tranquility Partners LLC	9,316	$4.75M	1.8%	-1.3%	0.001%
7/25/2024	Sterling Investment Counsel LLC	3,453	$1.76M	0.7%	+0.8%	0.000%
7/25/2024	Southern Capital Advisors LLC	422	$215K	0.1%	-4.1%	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, 3,656 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 3,257 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 1,156,291,537 shares in the last 24 months. This purchase volume represents approximately $558.70B in transactions.
Which UnitedHealth Group major shareholders have been selling company stock?: Of the 2,584 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 166,802,776 shares in the last 24 months. This volume of shares sold represents approximately $82.18B in transactions.