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S&P 500   4,662.85 (+0.08%)
DOW   35,911.81 (-0.56%)
S&P 500   4,662.85 (+0.08%)
DOW   35,911.81 (-0.56%)
S&P 500   4,662.85 (+0.08%)
DOW   35,911.81 (-0.56%)
NYSE:UNH

UnitedHealth Group Institutional Ownership

$468.69
+1.26 (+0.27%)
(As of 01/14/2022 12:00 AM ET)
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Compare
Today's Range
$465.08
$473.17
50-Day Range
$437.54
$505.58
52-Week Range
$320.35
$509.23
Volume
3.67 million shs
Average Volume
4.23 million shs
Market Capitalization
$441.44 billion
P/E Ratio
29.08
Dividend Yield
1.24%
Beta
0.86

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

Current
Institutional Ownership
Percentage
86.10%

Number of
Institutional Buyers
(last 12 months)
1999

Total
Institutional Inflows
(last 12 months)
$34.07 B

Number of
Institutional Sellers
(last 12 months)
1392

Total
Institutional Outflows
(last 12 months)
$18.40 B

Skip Chart & View Institutional Buying and Selling Data

Institutional Buying and Selling by Quarter

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UnitedHealth Group (NYSE UNH) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/14/2022Carlson Capital Management30,186$15.16M1.3%-0.1%0.003%
1/14/2022Farmers & Merchants Investments Inc.62,330$31.30M1.2%+2.1%0.007%
1/14/2022Spire Wealth Management60,342$30.46M0.7%+14.7%0.006%
1/14/2022Culbertson A N & Co Inc11,587$5.82M1.1%-2.5%0.001%
1/14/2022FourThought Financial LLC5,710$2.87M0.4%-15.9%0.001%
1/14/2022Acropolis Investment Management LLC13,110$6.58M0.6%-0.3%0.001%
1/14/2022TPG Financial Advisors LLC2,069$1.04M0.5%+19.7%0.000%
1/14/2022Riverbridge Partners LLC197,591$99.22M1.0%-2.8%0.021%
1/14/2022HighTower Trust Services LTA33,891$17.02M1.7%+1.3%0.004%
1/14/2022Triangle Securities Wealth Management5,051$2.54M0.8%-2.6%0.001%
1/14/2022O Keefe Stevens Advisory Inc.400$0.20M0.1%N/A0.000%
1/14/2022Centerpoint Advisors LLC2,063$1.04M0.5%-5.1%0.000%
1/14/2022Baxter Bros Inc.1,521$0.76M0.1%+4.0%0.000%
1/14/2022Relyea Zuckerberg Hanson LLC593$0.21M0.1%-37.0%0.000%
1/14/2022Coho Partners Ltd.686,574$344.76M5.4%-6.9%0.073%
1/14/2022Addenda Capital Inc.31,762$15.95M0.7%-1.2%0.003%
1/14/2022Baldwin Brothers LLC MA2,349$1.18M0.1%+1.4%0.000%
1/14/2022Wedmont Private Capital2,196$1.03M0.3%N/A0.000%
1/14/2022Cambridge Advisors Inc.3,173$1.59M0.4%-6.8%0.000%
1/14/2022WestEnd Advisors LLC110,276$55.37M1.5%+0.5%0.012%
1/14/2022Piscataqua Savings Bank9,393$4.72M3.7%-1.9%0.001%
1/14/2022Chemung Canal Trust Co.15,844$7.96M1.4%-7.6%0.002%
1/14/2022Louisiana State Employees Retirement System59,000$29.63M0.7%+0.5%0.006%
1/14/2022Epic Trust Investment Advisors LLC756$0.38M0.6%N/A0.000%
1/14/2022Strategy Asset Managers LLC2,451$1.23M0.3%-25.2%0.000%
1/14/2022BKD Wealth Advisors LLC2,557$1.28M0.1%-5.0%0.000%
1/14/2022Gateway Investment Advisers LLC316,327$158.84M1.5%-3.6%0.034%
1/14/2022Charles Schwab Trust Co4,778$2.40M0.4%+1.8%0.001%
1/14/2022Autus Asset Management LLC18,658$9.37M0.9%+3.5%0.002%
1/14/2022McLean Asset Management Corp2,011$0.95M0.4%-8.1%0.000%
1/14/2022LGT Capital Partners LTD.201,283$101.07M2.7%-29.7%0.021%
1/14/2022Fundamentun LLC14,999$7.53M1.2%-5.5%0.002%
1/14/2022Stratos Wealth Advisors LLC4,363$2.19M0.2%+25.6%0.000%
1/14/2022Stratos Wealth Partners LTD.12,297$6.18M0.1%-0.3%0.001%
1/14/2022Koshinski Asset Management Inc.13,218$6.64M0.5%-2.7%0.001%
1/13/2022Calton & Associates Inc.1,669$0.84M0.2%-22.9%0.000%
1/13/2022Burke & Herbert Bank & Trust Co.1,428$0.72M0.4%-1.7%0.000%
1/13/2022Canandaigua National Corp6,495$3.26M0.5%-1.3%0.001%
1/13/2022Heritage Way Advisors LLC7,038$3.53M1.3%-2.0%0.001%
1/13/2022Orrstown Financial Services Inc.3,107$1.47M2.2%-9.9%0.000%
1/13/2022Hemington Wealth Management1,090$0.38M0.2%-2.2%0.000%
1/13/2022Wedbush Securities Inc.26,078$13.10M0.6%+4.7%0.003%
1/13/2022Apella Capital LLC424$0.21M0.0%N/A0.000%
1/13/202244 Wealth Management LLC2,990$1.50M0.5%-1.6%0.000%
1/13/2022Marotta Asset Management1,664$0.84M0.2%+14.7%0.000%
1/13/2022Clarus Wealth Advisors998$0.47M0.3%-10.7%0.000%
1/13/2022Stock Yards Bank & Trust Co.2,430$1.22M0.1%+3.1%0.000%
1/13/2022BlueSky Wealth Advisors LLC2,592$1.30M0.0%N/A0.000%
1/13/2022First Citizens Financial Corp545$0.27M0.2%-5.7%0.000%
1/13/2022Trinity Legacy Partners LLC2,272$1.14M0.4%+13.8%0.000%
1/13/2022Wealth Alliance Advisory Group LLC1,802$0.91M0.4%+24.4%0.000%
1/13/2022IVC Wealth Advisors LLC2,116$1.06M0.7%-6.8%0.000%
1/13/2022Perkins Coie Trust Co13,968$7.01M2.1%-2.2%0.001%
1/13/2022Moody National Bank Trust Division19,810$9.95M0.3%-76.8%0.002%
1/13/2022Abner Herrman & Brock LLC39,381$19.78M2.6%-1.4%0.004%
1/13/2022Diversified Trust Co31,037$15.59M0.5%-3.1%0.003%
1/13/2022Cottage Street Advisors LLC4,771$2.40M1.4%-1.0%0.001%
1/12/2022Harbour Capital Advisors LLC15,905$7.99M2.0%+1.9%0.002%
1/12/2022First Hawaiian Bank20,353$10.22M0.3%+37.1%0.002%
1/12/2022Value Partners Investments Inc.17,953$8.98M0.7%-42.9%0.002%
1/12/2022Winthrop Advisory Group LLC937$0.47M0.1%+17.6%0.000%
1/12/2022Eagle Capital Management LLC15,412$7.74M2.0%-0.8%0.002%
1/12/2022Contravisory Investment Management Inc.18,649$9.36M2.5%+1.0%0.002%
1/12/2022Pure Financial Advisors LLC2,209$1.11M0.1%+7.4%0.000%
1/12/2022Mountain Capital Investment Advisors Inc3,736$1.75M0.8%+26.5%0.000%
1/12/2022IFP Advisors Inc13,508$6.86M0.1%+18.1%0.001%
1/12/2022Summit Financial Wealth Advisors LLC2,299$1.13M0.2%-17.0%0.000%
1/12/2022State of Alaska Department of Revenue143,564$72.09M0.7%-8.5%0.015%
1/12/2022Stonnington Group LLC179,184$84.04M2.8%+596.3%0.019%
1/12/2022Bank of New Hampshire11,765$5.91M1.4%-3.3%0.001%
1/12/2022Town & Country Bank & Trust CO dba First Bankers Trust CO5,641$2.83M1.2%+1.7%0.001%
1/12/2022Legacy Private Trust Co.5,476$2.75M0.2%-1.4%0.001%
1/12/2022KMG Fiduciary Partners LLC17,263$8.67M1.3%-7.4%0.002%
1/12/2022Gradient Investments LLC78,401$39.37M1.0%+70.7%0.008%
1/12/2022DNB Asset Management AS213,650$107.28M0.6%+4.7%0.023%
1/12/2022Kohmann Bosshard Financial Services LLC403$0.20M0.0%N/A0.000%
1/12/2022Old Port Advisors1,103$0.52M0.2%-2.2%0.000%
1/11/2022Chickasaw Capital Management LLC815$0.41M0.0%-17.7%0.000%
1/11/2022HBW Advisory Services LLC11,576$5.81M1.3%+2.4%0.001%
1/11/2022Stolper Co16,862$8.47M3.8%-0.6%0.002%
1/11/2022CHURCHILL MANAGEMENT Corp22,992$11.55M0.2%+34.0%0.002%
1/11/2022Bedel Financial Consulting Inc.1,027$0.52M0.2%+2.6%0.000%
1/11/2022Symmetry Partners LLC7,588$3.81M0.2%-2.5%0.001%
1/11/2022Brookstone Capital Management15,604$7.16M0.1%+17.7%0.002%
1/10/2022Capital Investment Advisors LLC15,549$7.81M0.2%+2.4%0.002%
1/10/2022Harbor Investment Advisory LLC32,664$16.40M2.1%-0.2%0.003%
1/10/2022Dixon Hubard Feinour & Brown Inc. VA3,511$1.76M0.2%+172.0%0.000%
1/10/2022Crossmark Global Holdings Inc.41,643$20.91M0.5%-0.2%0.004%
1/10/2022Osher Van de Voorde Investment Management35,059$17.61M3.9%-12.9%0.004%
1/10/2022Integrated Investment Consultants LLC1,654$0.83M0.2%+1.8%0.000%
1/10/2022Private Trust Co. NA11,038$5.54M0.8%-3.2%0.001%
1/10/2022First National Bank of Mount Dora Trust Investment Services16,209$8.14M2.4%+2.7%0.002%
1/10/2022Murphy Capital Management Inc.16,254$8.16M0.9%+4.0%0.002%
1/10/2022Summit Financial Group Inc.751$0.38M0.1%-11.8%0.000%
1/10/2022Carret Asset Management LLC6,288$3.16M0.3%+1.0%0.001%
1/10/2022Bremer Bank National Association3,666$1.84M0.3%-3.3%0.000%
1/10/2022Beese Fulmer Investment Management Inc.1,142$0.57M0.1%+23.3%0.000%
1/10/2022Indiana Trust & Investment Management CO675$0.34M0.2%N/A0.000%
1/10/2022Patriot Financial Group Insurance Agency LLC2,065$1.04M0.2%-17.9%0.000%
1/10/2022Ferguson Wellman Capital Management Inc.161,012$80.85M2.4%+1.8%0.017%
(Data available from 1/1/2016 forward)













UnitedHealth Group (NYSE:UNH) Institutional Ownership Frequently Asked Questions

Who are the institutional owners of UnitedHealth Group?

During the previous two years, 2,794 institutional investors and hedge funds held shares of UnitedHealth Group. The most heavily invested institutionals were Border to Coast Pensions Partnership Ltd ($84.36B), Vanguard Group Inc. ($31.46B), BlackRock Inc. ($27.24B), FMR LLC ($20.20B), State Street Corp ($17.83B), Price T Rowe Associates Inc. MD ($14.03B), and Capital World Investors ($13.39B).Learn more on UNH's institutional investors

What percentage of UnitedHealth Group stock is owned by institutional investors?

86.10% 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 2,499 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 ($19.23M), EP Wealth Advisors LLC ($15.52M), Capital Research Global Investors ($7.26M), Vanguard Group Inc. ($5.65M), Nordea Investment Management AB ($3.56M), Capital World Investors ($3.49M), and Viking Global Investors LP ($3.08M).

How much institutional buying is happening at UnitedHealth Group?

Institutional investors have bought a total of 163,033,295 shares in the last 24 months. This purchase volume represents approximately $54.91B in transactions.

Which UnitedHealth Group institutionals have been selling company stock?

Of the 1,874 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: Capital Research Global Investors ($7.18M), Capital International Investors ($6M), BlackRock Inc. ($4.02M), Sepio Capital LP ($3.60M), Johanson Financial Advisors Inc. ($3.37M), Nuveen Asset Management LLC ($2.99M), and Price T Rowe Associates Inc. MD ($2.95M).

How much institutional selling is happening at UnitedHealth Group?

Institutional investors have sold a total of 108,018,744 shares in the last 24 months. This volume of shares sold represents approximately $34.84B in transactions.

This page was last updated on 1/17/2022 by MarketBeat.com Staff

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