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UnitedHealth Group (UNH) Institutional Ownership

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+8.86 (+1.83%)
(As of 05/2/2024 ET)
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Institutional Ownership Changes (13F Filings) for UnitedHealth Group (NYSE:UNH)

Current
Institutional Ownership
Percentage
87.86%
Number of
Institutional Buyers
(last 12 months)
2455
Total
Institutional Inflows
(last 12 months)
$532.19B
Number of
Institutional Sellers
(last 12 months)
1847
Total
Institutional Outflows
(last 12 months)
$52.87B
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UNH Institutional Buying and Selling by Quarter

UnitedHealth Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/3/2024Proficio Capital Partners LLC3,597$1.78M0.2%+2.1%0.000%
5/3/2024Comprehensive Financial Consultants Institutional Inc.3,536$1.75M0.7%+6.6%0.000%
5/3/2024Central Pacific Bank Trust Division7,302$3.58M0.4%N/A0.001%
5/3/2024Nicollet Investment Management Inc.8,443$4.18M1.5%-0.9%0.001%
5/3/2024Smith Salley Wealth Management2,315$1.15M0.1%-24.9%0.000%
5/3/2024Whittier Trust Co. of Nevada Inc.44,255$21.89M0.6%+2.7%0.005%
5/3/2024Patron Partners LLC1,957$968K0.6%-2.6%0.000%
5/3/2024Whittier Trust Co.88,799$43.93M0.6%+1.0%0.010%
5/2/2024Mutual Advisors LLC19,676$9.73M0.3%+1.7%0.002%
5/2/2024Diversified LLC2,996$1.48M0.2%+4.1%0.000%
5/2/2024Suncoast Equity Management64,402$31.86M3.7%+3.0%0.007%
5/2/2024Salomon & Ludwin LLC1,598$787K0.1%+11.4%0.000%
5/2/2024RiverFront Investment Group LLC22,799$11.28M0.3%+8.6%0.002%
5/2/2024Financial Counselors Inc.145,081$71.77M1.2%+0.1%0.016%
5/2/2024Jennison Associates LLC3,704,770$1.83B1.2%+2.4%0.403%
5/2/2024Mutual of America Capital Management LLC126,045$62.35M0.7%-2.9%0.014%
5/2/2024FORA Capital LLC41,455$20.51M1.7%+154.7%0.005%
5/2/2024Magnolia Capital Advisors LLC3,232$1.62M1.3%+54.9%0.000%
5/2/2024Baron Silver Stevens Financial Advisors LLC993$491K0.1%+29.3%0.000%
5/2/2024FinTrust Capital Advisors LLC3,018$1.49M0.3%+1.4%0.000%
5/2/2024Wright Investors Service Inc.15,377$7.61M1.9%-0.7%0.002%
5/2/2024Daiwa Securities Group Inc.169,042$83.63M0.5%-7.8%0.018%
5/2/2024Graypoint LLC8,272$4.09M0.3%-7.2%0.001%
5/2/2024Stack Financial Management Inc51,143$25.30M2.3%+0.3%0.006%
5/2/2024Lwmg LLC1,508$746K0.2%-5.4%0.000%
5/2/2024Haverford Trust Co448,525$221.89M2.3%-5.6%0.049%
5/2/2024Value Partners Investments Inc.11,522$5.70M0.2%+6.0%0.001%
5/2/2024Consolidated Planning Corp2,162$1.07M0.2%-85.7%0.000%
5/2/2024Pittenger & Anderson Inc.42,033$20.79M0.8%+0.3%0.005%
5/2/2024Quent Capital LLC4,196$2.08M0.2%+5.5%0.000%
5/2/2024Nordea Investment Management AB1,681,804$828.71M1.0%-7.5%0.183%
5/2/2024Lincoln National Corp16,528$8.18M0.1%+6.7%0.002%
5/2/2024Almanack Investment Partners LLC.426$211K0.0%-9.6%0.000%
5/2/2024Bryn Mawr Capital Management LLC38,599$19.10M1.0%+2.6%0.004%
5/2/2024Mendel Money Management2,874$1.42M0.7%-234.2%0.000%
5/2/2024Fidelis Capital Partners LLC8,372$4.14M0.7%+16.8%0.001%
5/2/2024Goelzer Investment Management Inc.18,318$9.06M0.5%+8.4%0.002%
5/2/2024BNP Paribas25,944$12.84M0.6%N/A0.003%
5/2/2024Choreo LLC12,795$6.33M0.2%+6.3%0.001%
5/2/2024Tobam4,076$2.02M0.2%+1.8%0.000%
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5/2/2024CNB Bank3,208$1.59M0.8%+15.5%0.000%
5/2/2024Tokio Marine Asset Management Co. Ltd.81,033$40.09M2.0%+3.3%0.009%
5/2/2024 Crown Wealth Group LLC682$337K0.2%+4.6%0.000%
5/2/2024 Mckinley Capital Management LLC24,102$11.92M1.4%-52.9%0.003%
5/2/2024 Lewis Asset Management LLC1,319$652K0.5%-18.9%0.000%
5/2/2024 Moloney Securities Asset Management LLC10,707$5.30M0.8%+4.3%0.001%
5/2/2024 Rockline Wealth Management LLC11,308$5.59M2.0%+2.2%0.001%
5/2/2024 Valley Brook Capital Group Inc.6,919$3.42M2.7%+3.7%0.001%
5/2/2024 Hollencrest Capital Management136,230$67.39M3.1%+2,248.0%0.015%
5/2/2024 Palisade Asset Management LLC63,685$31.51M3.1%+21.5%0.007%
5/2/2024 Greenwood Capital Associates LLC13,226$6.54M0.9%+2.3%0.001%
5/2/2024 Hussman Strategic Advisors Inc.2,100$1.04M0.2%N/A0.000%
5/2/2024 PDS Planning Inc4,959$2.45M0.3%+2.0%0.001%
5/2/2024 Argent Advisors Inc.2,093$1.04M0.4%+10.2%0.000%
5/2/2024 Regent Peak Wealth Advisors LLC6,519$3.23M0.8%+4.9%0.001%
5/2/2024 Fortem Financial Group LLC724$358K0.2%-7.3%0.000%
5/2/2024 High Note Wealth LLC22,071$10.92M3.6%+5.1%0.002%
5/1/2024 GLOBALT Investments LLC GA6,310$3.12M0.1%-27.9%0.001%
5/1/2024 Resonant Capital Advisors LLC2,045$1.01M0.1%+20.5%0.000%
5/1/2024 Connecticut Wealth Management LLC12,265$6.07M0.3%-0.4%0.001%
5/1/2024 Janney Capital Management LLC26,489$13.10M0.9%+20.0%0.003%
5/1/2024 KFA Private Wealth Group LLC2,807$1.39M0.4%+3.4%0.000%
5/1/2024 1834 Investment Advisors Co.14,703$7.27M0.9%-20.3%0.002%
5/1/2024 Janney Montgomery Scott LLC322,771$159.68M0.5%-2.2%0.035%
5/1/2024 Fairhaven Wealth Management LLC9,934$4.91M1.7%-2.0%0.001%
5/1/2024 Intelligence Driven Advisers LLC659$326K0.0%-36.8%0.000%
5/1/2024 CWS Financial Advisors LLC684$338K0.1%-19.1%0.000%
5/1/2024 Blue Trust Inc.4,965$2.46M0.0%+14.1%0.001%
5/1/2024 Source Financial Advisors LLC1,250$618K0.2%-15.5%0.000%
5/1/2024 Centric Wealth Management7,488$3.62M1.1%+7.5%0.001%
5/1/2024 Klingman & Associates LLC949$469K0.0%-6.9%0.000%
5/1/2024 Oak Ridge Investments LLC35,380$17.50M1.8%+4.3%0.004%
5/1/2024 Ascent Wealth Partners LLC19,443$9.62M1.4%+1.0%0.002%
5/1/2024 Mirae Asset Global Investments Co. Ltd.214,938$100.49M0.2%+12.8%0.023%
5/1/2024 Horan Capital Advisors LLC.1,056$522K0.2%-7.8%0.000%
5/1/2024 BOK Financial Private Wealth Inc.7,175$3.55M0.3%-8.2%0.001%
5/1/2024 Baillie Gifford & Co.72,956$36.09M0.0%-5.0%0.008%
5/1/2024 Prosperity Consulting Group LLC3,987$1.97M0.2%-7.0%0.000%
5/1/2024 Avior Wealth Management LLC12,792$6.33M0.3%+43.5%0.001%
5/1/2024 Braun Stacey Associates Inc.41,452$20.51M0.8%-1.9%0.005%
5/1/2024 Retirement Group LLC163$81K0.0%+21.6%0.000%
5/1/2024 DORCHESTER WEALTH MANAGEMENT Co7,791$3.85M0.7%-6.2%0.001%
5/1/2024 Wambolt & Associates LLC7,608$3.73M1.1%+16.9%0.001%
5/1/2024 Northcape Wealth Management LLC4,135$2.05M0.7%+0.6%0.000%
5/1/2024 Smith Group Asset Management LLC34,140$16.89M1.0%-28.9%0.004%
5/1/2024 Sequoia Financial Advisors LLC20,498$10.14M0.1%-33.7%0.002%
5/1/2024 Lineweaver Wealth Advisors LLC6,730$3.34M0.8%+6.4%0.001%
5/1/2024 Diversify Advisory Services LLC12,138$5.94M0.4%N/A0.001%
4/30/2024 Private Advisor Group LLC60,501$29.93M0.2%-18.2%0.007%
4/30/2024 Findlay Park Partners LLP570,026$281.99M2.6%+31.6%0.062%
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4/30/2024 Consolidated Portfolio Review Corp1,347$666K0.2%-13.0%0.000%
4/30/2024 J.W. Cole Advisors Inc.5,221$2.58M0.1%+3.2%0.001%
4/30/2024 Cutter & CO Brokerage Inc.703$348K0.1%-41.6%0.000%
4/30/2024 Vantage Investment Partners LLC152,107$75.25M6.7%+42.2%0.017%
4/30/2024 Granite Harbor Advisors Inc.848$420K0.3%+7.1%0.000%
4/30/2024 Retirement Systems of Alabama427,485$211.48M0.8%-6.7%0.046%
4/30/2024 Hartline Investment Corp5,122$2.53M0.4%+6.1%0.001%
4/30/2024 Ables Iannone Moore & Associates Inc.3,631$1.80M1.3%+45.9%0.000%
4/30/2024 Fairman Group LLC217$107K0.1%-42.4%0.000%
4/30/2024 Longbow Finance SA26,895$13.31M1.3%N/A0.003%
(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, 3,651 institutional investors and hedge funds held shares of UnitedHealth Group. The most heavily invested institutionals were Vanguard Group Inc. ($44.15B), BlackRock Inc. ($35.41B), State Street Corp ($22.26B), FMR LLC ($21.93B), Capital World Investors ($15.20B), Price T Rowe Associates Inc. MD ($13.67B), 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 3,276 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 ($5.56M), Gateway Advisory LLC ($4.75M), Envestnet Asset Management Inc. ($4.74M), Jennison Associates LLC ($3.85M), and Bank of Montreal Can ($3.16M).

How much institutional buying is happening at UnitedHealth Group?

Institutional investors have bought a total of 1,160,955,112 shares in the last 24 months. This purchase volume represents approximately $561.21B in transactions.

Which UnitedHealth Group major shareholders have been selling company stock?

Of the 2,580 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), Price T Rowe Associates Inc. MD ($6.05M), FMR LLC ($4.35M), Envestnet Asset Management Inc. ($3.93M), Sanders Capital LLC ($2.58M), Clearbridge Investments LLC ($2.37M), and Jennison Associates LLC ($2.33M).

How much institutional selling is happening at UnitedHealth Group?

Institutional investors have sold a total of 159,714,088 shares in the last 24 months. This volume of shares sold represents approximately $78.91B in transactions.


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This page (NYSE:UNH) was last updated on 5/3/2024 by MarketBeat.com Staff

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