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UnitedHealth Group (UNH) Institutional Ownership

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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)
2441
Total
Institutional Inflows
(last 12 months)
$532.39B
Number of
Institutional Sellers
(last 12 months)
1835
Total
Institutional Outflows
(last 12 months)
$52.63B
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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
5/8/2024Washington Trust Advisors Inc.1,178$583K0.1%+6.1%0.000%
5/8/2024Qsemble Capital Management LP3,220$1.59M0.3%+14.6%0.000%
5/8/2024QRG Capital Management Inc.177,019$87.57M1.1%+2.3%0.019%
5/8/2024Sustainable Growth Advisers LP1,955,078$967.18M4.0%+18.4%0.212%
5/8/2024Watershed Private Wealth LLC1,144$566K0.3%-5.3%0.000%
5/8/2024Headlands Technologies LLC1,438$711K0.2%+8.0%0.000%
5/8/2024New Republic Capital LLC1,707$844K0.5%-1.7%0.000%
5/8/2024Williams Jones Wealth Management LLC.63,029$31.18M0.4%-8.3%0.007%
5/8/2024Semus Wealth Partners LLC1,857$919K0.8%-1.9%0.000%
5/8/2024Keeler Thomas Management LLC11,136$5.51M1.9%+9.4%0.001%
5/8/2024Delta Financial Advisors LLC3,598$1.78M0.7%+18.7%0.000%
5/8/2024Thoroughbred Financial Services LLC11,728$5.80M0.6%-32.4%0.001%
5/8/2024Donoghue Forlines LLC1,279$633K0.2%+16.9%0.000%
5/7/2024Arnhold LLC30,596$15.14M1.6%-1.4%0.003%
5/7/2024Verus Capital Partners LLC817$404K0.0%-26.5%0.000%
5/7/2024Meeder Advisory Services Inc.11,227$5.55M0.6%+2.1%0.001%
5/7/2024Meeder Asset Management Inc.26,531$13.13M0.8%-44.5%0.003%
5/7/2024Pointe Capital Management LLC1,457$721K0.4%-5.3%0.000%
5/7/2024NorthRock Partners LLC8,114$4.01M0.3%+21.0%0.001%
5/7/2024Choate Investment Advisors26,644$13.18M0.4%+15.6%0.003%
5/7/2024Sfmg LLC1,571$777K0.1%+7.3%0.000%
5/7/2024Fiduciary Family Office LLC4,175$2.07M0.8%+15.5%0.000%
5/7/2024Abbrea Capital LLC7,801$3.86M0.5%+2.0%0.001%
5/7/2024Quantum Private Wealth LLC1,940$960K0.4%-8.2%0.000%
5/7/2024Sei Investments Co.700,084$346.32M0.5%+2.0%0.076%
5/7/2024Chilton Capital Management LLC77,245$38.21M1.8%+2.2%0.008%
5/7/2024SilverOak Wealth Management LLC4,541$2.25M0.6%-4.0%0.000%
5/7/2024Nixon Peabody Trust Co.951$470K0.0%-2.5%0.000%
5/7/2024Concurrent Investment Advisors LLC14,578$7.21M0.3%+8.3%0.002%
5/7/2024Bey Douglas LLC7,099$3.51M3.4%-0.9%0.001%
5/7/2024Keudell Morrison Wealth Management3,159$1.56M0.5%-7.0%0.000%
5/7/2024Anchor Capital Advisors LLC29,657$14.67M0.4%-9.0%0.003%
5/7/2024Atomi Financial Group Inc.5,898$2.92M0.3%+4.6%0.001%
5/7/2024Reynders McVeigh Capital Management LLC760$376K0.0%+5.6%0.000%
5/7/2024Allegheny Financial Group LTD826$409K0.1%-35.6%0.000%
5/7/2024Montag A & Associates Inc.11,281$5.58M0.3%+1.8%0.001%
5/7/2024BCGM Wealth Management LLC3,658$1.81M0.6%+2.9%0.000%
5/7/2024TCI Wealth Advisors Inc.1,823$902K0.1%+6.1%0.000%
5/7/2024Foyston Gordon & Payne Inc33,732$16.69M4.0%+12.5%0.004%
5/7/2024WealthPLAN Partners LLC546$270K0.0%-19.4%0.000%
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5/7/2024Horizon Investment Services LLC5,108$2.53M1.2%-56.7%0.001%
5/7/2024KCM Investment Advisors LLC19,906$9.85M0.4%+1.7%0.002%
5/7/2024Smithfield Trust Co6,244$3.07M0.2%+1.8%0.001%
5/7/2024Facet Wealth Inc.700$346K0.0%-14.5%0.000%
5/7/2024Bernardo Wealth Planning LLC808$400K0.1%+5.3%0.000%
5/7/2024Swiss National Bank2,769,861$1.37B1.0%-4.4%0.301%
5/7/2024Mondrian Investment Partners LTD214,336$106.03M1.5%+13.8%0.023%
5/7/2024Forsta AP Fonden257,500$127.39M1.1%+9.4%0.028%
5/7/2024Avalon Trust Co4,157$2.06M0.2%+127.9%0.000%
5/7/2024Highland Capital Management LLC16,259$8.04M0.5%-1.8%0.002%
5/7/2024Illinois Municipal Retirement Fund70,749$35M0.5%-0.4%0.008%
5/7/2024Mitsubishi UFJ Asset Management UK Ltd.1,600$792K0.4%-68.6%0.000%
5/7/2024Capital Wealth Planning LLC977,239$483.44M5.2%+8.0%0.106%
5/7/2024ClariVest Asset Management LLC12,288$6.08M0.6%-70.3%0.001%
5/7/2024Nvwm LLC3,952$1.96M0.5%-1.6%0.000%
5/7/2024Allen Investment Management LLC857,397$424.15M5.3%+4.9%0.093%
5/7/2024Sustainable Insight Capital Management LLC756$374K0.3%-11.7%0.000%
5/7/2024Nelson Capital Management LLC12,844$6.35M1.2%+3.1%0.001%
5/7/2024Oppenheimer Asset Management Inc.81,201$40.17M0.6%-21.5%0.009%
5/7/2024Oppenheimer & Co. Inc.60,285$29.82M0.5%-0.3%0.007%
5/7/2024PFG Advisors10,186$5.04M0.4%+2.8%0.001%
5/7/2024Obermeyer Wood Investment Counsel Lllp87,804$43.44M2.6%+4.0%0.010%
5/7/2024Brooklyn Investment Group5,521$2.70M1.2%-17.2%0.001%
5/7/2024 Hilltop National Bank4,883$2.42M0.8%N/A0.001%
5/7/2024 Wealthspire Advisors LLC12,230$6.05M0.1%-2.3%0.001%
5/7/2024 JCIC Asset Management Inc.11,267$5.57M2.3%+1.5%0.001%
5/7/2024 Roof Eidam Maycock Peralta LLC3,950$1.95M0.5%-12.0%0.000%
5/7/2024 Insight Advisors LLC PA1,250$619K0.1%-6.3%0.000%
5/7/2024 Retirement Planning Co of New England Inc.425$210K0.1%-6.2%0.000%
5/7/2024 Mystic Asset Management Inc.547$271K0.1%+23.8%0.000%
5/7/2024 Metis Global Partners LLC51,998$25.72M0.9%+0.3%0.006%
5/7/2024 Empowered Funds LLC32,073$15.87M0.3%+32.0%0.003%
5/7/2024 AIA Group Ltd15,780$7.81M0.3%-26.2%0.002%
5/7/2024 Motive Wealth Advisors665$329K0.2%+50.8%0.000%
5/7/2024 Houlihan Financial Resource Group Ltd.524$259K0.1%N/A0.000%
5/7/2024 Stokes Family Office LLC3,421$1.69M0.2%+27.2%0.000%
5/6/2024 Quantbot Technologies LP25,793$12.76M0.7%N/A0.003%
5/6/2024 Envestnet Portfolio Solutions Inc.110,338$54.58M0.2%+12.5%0.012%
5/6/2024 Empirical Finance LLC33,595$16.62M1.0%+3.4%0.004%
5/6/2024 ORG Partners LLC152$75K0.1%-92.4%0.000%
5/6/2024 Duality Advisers LP9,302$4.60M0.5%N/A0.001%
5/6/2024 CFO4Life Group LLC2,426$1.20M0.2%-36.4%0.000%
5/6/2024 Leuthold Group LLC25,159$12.45M1.4%-0.4%0.003%
5/6/2024 Concord Investment Counsel Inc.29,399$14.54M5.3%N/A0.003%
5/6/2024 Custos Family Office LLC637$315K0.2%-3.5%0.000%
5/6/2024 SYM FINANCIAL Corp501$248K0.0%-13.5%0.000%
5/6/2024 MGB Wealth Management LLC3,937$1.95M0.8%+0.7%0.000%
5/6/2024 Davidson Capital Management Inc.4,535$2.24M0.7%+1.8%0.000%
5/6/2024 Ballast Inc.14,755$7.30M2.3%+17.0%0.002%
5/6/2024 Gallacher Capital Management LLC686$340K0.2%-43.6%0.000%
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5/6/2024 Capital City Trust Co. FL6,896$3.41M0.9%+2.3%0.001%
5/6/2024 Minneapolis Portfolio Management Group LLC38,528$19.06M2.6%-5.3%0.004%
5/6/2024 Mawer Investment Management Ltd.2,174,801$1.08B5.0%+6.4%0.236%
5/6/2024 Advisory Services Network LLC26,198$12.96M0.3%+15.1%0.003%
5/6/2024 Staley Capital Advisers Inc.939$465K0.0%-11.7%0.000%
5/6/2024 Manchester Capital Management LLC5,495$2.72M0.3%+1.9%0.001%
5/6/2024 TFG Advisers LLC8,446$4.18M1.6%-0.7%0.001%
5/6/2024 Bard Financial Services Inc.2,060$1.02M0.1%-1.2%0.000%
5/6/2024 Ruedi Wealth Management Inc.76$38K0.0%+58.3%0.000%
5/6/2024 W.H. Cornerstone Investments Inc.1,778$880K0.6%+10.8%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, 3,649 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 3,278 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. ($4.70M), 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 1,161,321,562 shares in the last 24 months. This purchase volume represents approximately $561.38B in transactions.

Which UnitedHealth Group major shareholders have been selling company stock?

Of the 2,574 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 157,728,799 shares in the last 24 months. This volume of shares sold represents approximately $77.89B in transactions.


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This page (NYSE:UNH) was last updated on 5/8/2024 by MarketBeat.com Staff

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