Free Trial
→ Could This Tiny Device Help You Make an Extra $30k a Year? (From Brownstone Research) (Ad) Free UNH Stock Alerts

UnitedHealth Group (UNH) Institutional Ownership

UnitedHealth Group logo
$506.34 +6.21 (+1.24%)
(As of 05:45 PM ET)
Compare

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

Current
Institutional Ownership
Percentage
87.86%
Number of
Institutional Buyers
(last 12 months)
2293
Total
Institutional Inflows
(last 12 months)
$32.93B
Number of
Institutional Sellers
(last 12 months)
1807
Total
Institutional Outflows
(last 12 months)
$24.02B
Get UNH Insider Trade Alerts

Want to know when executives and insiders are buying or selling UnitedHealth Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

UNH Institutional Buying and Selling by Quarter

UnitedHealth Group Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Independent Solutions Wealth Management LLC2,067$1.21M0.3%+2.0%0.000%
12/18/2024 IMS Capital Management3,626$2.12M1.0%+0.7%0.000%
12/16/2024 SMART Wealth LLC2,081$1.22M0.5%-7.4%0.000%
12/13/2024 Lord Abbett & CO. LLC783,143$457.89M1.4%+29.1%0.085%
12/13/2024 B. Riley Wealth Advisors Inc.38,225$22.46M0.6%-9.7%0.004%
12/12/2024 Legacy Wealth Management LLC MS8,491$4.97M1.8%-2.0%0.001%
12/11/2024 1ST Source Bank1,687$986K0.1%+5.6%0.000%
12/10/2024 Garden State Investment Advisory Services LLC1,137$668K0.2%+8.4%0.000%
12/9/2024 Copley Financial Group Inc.1,345$786K0.7%N/A0.000%
12/9/2024 Forthright Family Wealth Advisory LLC441$242K0.1%-22.9%0.000%
12/6/2024 Logan Capital Management Inc.23,220$13.58M0.6%-4.0%0.003%
12/6/2024 Retirement Systems of Alabama389,552$227.76M0.9%-5.9%0.042%
12/3/2024 Oddo BHF Asset Management Sas76,529$44.74M2.2%N/A0.008%
12/3/2024 Garde Capital Inc.526$308K0.0%-38.6%0.000%
12/2/2024 Capasso Planning Partners LLC353$206K0.1%-16.5%0.000%
12/2/2024 Inspire Trust Co. N.A.9,102$5.32M1.5%+2.8%0.001%
12/2/2024 Beaird Harris Wealth Management LLC287$168K0.0%+124.2%0.000%
11/29/2024 American Trust14,097$8.24M0.7%-15.7%0.002%
11/27/2024 Franklin Resources Inc.8,061,916$4.88B1.4%+2.5%0.876%
11/26/2024 Decatur Capital Management Inc.3,739$2.19M1.0%-47.2%0.000%
11/26/2024 Asset Advisors Investment Management LLC1,863$1.09M0.1%-1.9%0.000%
11/26/2024 Peapack Gladstone Financial Corp70,718$41.35M0.6%+1.7%0.008%
11/25/2024 Synovus Financial Corp50,113$29.30M0.3%-0.9%0.005%
11/25/2024 Tidal Investments LLC35,458$20.73M0.2%+12.7%0.004%
11/25/2024 Cim Investment Management Inc.2,703$1.58M0.5%-3.7%0.000%
11/25/2024 Destination Wealth Management504$295K0.0%N/A0.000%
11/25/2024 Wilmington Savings Fund Society FSB28,886$16.89M0.3%+209.9%0.003%
11/25/2024 Arvest Bank Trust Division1,973$1.15M0.1%N/A0.000%
11/25/2024 Sfmg LLC1,537$898K0.1%+3.8%0.000%
11/25/2024 World Investment Advisors LLC41,575$24.31M0.6%+239.4%0.005%
11/25/2024 Sanctuary Advisors LLC145,278$85.84M0.5%+17.0%0.016%
11/25/2024 Pine Valley Investments Ltd Liability Co18,963$11.09M0.7%+5.2%0.002%
11/22/2024 Stock Yards Bank & Trust Co.59,026$34.51M1.1%-6.3%0.006%
11/21/2024 Anchor Investment Management LLC23,310$13.63M1.3%+5.1%0.003%
11/21/2024 Tudor Financial Inc.1,540$900K0.6%N/A0.000%
11/21/2024 Te Ahumairangi Investment Management Ltd7,776$4.52M0.8%-33.2%0.001%
11/20/2024 Morse Asset Management Inc17,593$10.29M2.2%-0.2%0.002%
11/20/2024 Diamant Asset Management Inc.1,850$1.08M0.7%-2.1%0.000%
11/20/2024 SOA Wealth Advisors LLC.1,275$746K0.1%+3.7%0.000%
11/20/2024 Bard Financial Services Inc.2,010$1.18M0.1%-2.4%0.000%
2025 AI Stock Picks: 2 Hidden Gems Under $10/Share (Ad)

The AI sector continues to make waves as we move into 2025, and now is a prime opportunity to get involved—without stretching your budget! We’ve just uncovered 2 promising AI stocks trading for under $10/share, and they’re positioned for impressive growth in the coming months.

👉[Click here to get your FREE report delivered instantly!]
11/19/2024 McIlrath & Eck LLC635$371K0.0%+8.2%0.000%
11/19/2024 Invst LLC1,485$868K0.1%-1.7%0.000%
11/19/2024 Citizens Business Bank8,408$4.92M1.0%-2.0%0.001%
11/19/2024 Discipline Wealth Solutions LLC954$558K0.3%N/A0.000%
11/19/2024 M&T Bank Corp220,590$128.98M0.4%+13.4%0.024%
11/19/2024 Unigestion Holding SA38,059$22.25M1.1%-51.9%0.004%
11/19/2024 Second Line Capital LLC5,037$2.95M0.8%+5.0%0.001%
11/19/2024 TCW Group Inc.269,225$157.41M1.4%+3.5%0.029%
11/19/2024 Hohimer Wealth Management LLC9,429$5.51M1.2%+23.7%0.001%
11/18/2024 Soltis Investment Advisors LLC18,296$10.70M1.0%-3.3%0.002%
11/18/2024 Rehmann Capital Advisory Group5,619$3.29M0.2%-1.8%0.001%
11/18/2024 TD Private Client Wealth LLC19,344$11.31M0.3%-4.4%0.002%
11/18/2024 Hobbs Group Advisors LLC705$412K0.1%+8.8%0.000%
11/18/2024 Virtue Capital Management LLC1,637$957K0.2%+23.9%0.000%
11/18/2024 Arete Wealth Advisors LLC5,001$2.93M0.2%+1.6%0.001%
11/18/2024 Teachers Retirement System of The State of Kentucky204,264$119.43M1.0%-16.0%0.022%
11/18/2024 Sunbelt Securities Inc.2,790$1.63M0.2%+0.9%0.000%
11/18/2024 Toronto Dominion Bank596,573$348.80M0.6%+1.3%0.065%
11/18/2024 Empire Financial Management Company LLC4,216$2.47M0.8%+0.9%0.000%
11/18/2024 Brown Financial Advisors4,742$2.77M1.1%-16.7%0.001%
11/18/2024 Coldstream Capital Management Inc.26,722$15.65M0.3%+6.5%0.003%
11/18/2024 Strait & Sound Wealth Management LLC1,316$769K0.4%+19.3%0.000%
11/18/2024 Synergy Financial Group LTD421$246K0.2%N/A0.000%
11/18/2024 RB Capital Management LLC5,381$3.15M0.7%+0.4%0.001%
11/16/2024 Geode Capital Management LLC19,636,704$11.44B0.9%+1.6%2.134%
11/15/2024 Foyston Gordon & Payne Inc36,189$21.16M5.3%-9.8%0.004%
11/15/2024 MidWestOne Financial Group Inc.3,676$2.15M0.3%-2.4%0.000%
11/15/2024 Insight Inv LLC151$88K0.1%N/A0.000%
11/15/2024 Greenwood Gearhart Inc.941$550K0.0%-2.0%0.000%
11/15/2024 Frisch Financial Group Inc.4,097$2.40M0.7%-2.7%0.000%
11/15/2024 Brophy Wealth Management LLC3,855$2.25M0.8%N/A0.000%
11/15/2024 Vestcor Inc55,287$32.33M1.0%+2.3%0.006%
11/15/2024 Resources Management Corp CT ADV13,660$7.99M1.1%-1.3%0.001%
11/15/2024 M&T Bank Corp220,590$128.98M0.4%+13.4%0.024%
11/15/2024 Executive Wealth Management LLC1,088$636K0.0%+6.6%0.000%
11/15/2024 Abel Hall LLC933$546K0.4%+9.8%0.000%
11/15/2024 Nabity Jensen Investment Management Inc2,686$1.57M1.2%N/A0.000%
11/15/2024 Continuum Advisory LLC3,618$2.15M0.3%+6.1%0.000%
11/15/2024 O Brien Greene & Co. Inc662$387K0.1%-9.3%0.000%
11/15/2024 LRI Investments LLC18,558$10.85M0.9%+1,026.1%0.002%
11/15/2024 Geller Advisors LLC3,869$2.26M0.2%-21.5%0.000%
11/15/2024 Drucker Wealth 3.0 LLC2,129$1.25M0.3%+2.1%0.000%
11/15/2024 Hamilton Capital LLC572$323K0.0%+5.3%0.000%
11/15/2024 Public Employees Retirement System of Ohio416,590$243.57M1.0%-1.5%0.045%
11/15/2024 SGL Investment Advisors Inc.2,945$1.75M0.9%N/A0.000%
11/15/2024 Meritage Group LP30,000$17.54M0.4%N/A0.003%
11/15/2024 EWA LLC1,110$659K0.2%+15.7%0.000%
11/15/2024 Cape Cod Five Cents Savings Bank14,020$8.20M0.8%+2.1%0.002%
11/15/2024 Groupama Asset Managment141,841$82.93M1.6%+14.9%0.015%
11/15/2024 Nomura Asset Management Co. Ltd.674,924$394.62M1.2%+0.6%0.073%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
11/15/2024 Y Intercept Hong Kong Ltd5,969$3.49M0.2%-71.5%0.001%
11/15/2024 Raab & Moskowitz Asset Management LLC7,923$4.63M1.2%-0.8%0.001%
11/15/2024 MML Investors Services LLC133,101$77.82M0.3%-2.5%0.014%
11/15/2024 First National Bank of Omaha15,875$9.28M0.6%-19.5%0.002%
11/15/2024 Legacy Investment Solutions LLC94$57K0.0%N/A0.000%
11/15/2024 Northeast Financial Consultants Inc10,510$6.15M0.3%-0.3%0.001%
11/15/2024 Dunhill Financial LLC418$244K0.1%+18.4%0.000%
11/15/2024 Tenere Capital LLC12,023$7.03M1.9%N/A0.001%
11/15/2024 Orion Portfolio Solutions LLC89,767$52.49M1.1%-5.9%0.010%
11/15/2024 World Investment Advisors LLC331,664$193.92M1.1%+2,607.2%0.036%
(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, 3,702 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 ($26.63B), FMR LLC ($19.00B), Wellington Management Group LLP ($14.54B), Capital World Investors ($14.01B), and Price T Rowe Associates Inc. MD ($12.89B).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 3,249 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), International Assets Investment Management LLC ($8.27M), Gateway Advisory LLC ($4.75M), Envestnet Asset Management Inc. ($4.59M), Osaic Holdings Inc. ($2.88M), and Bank of Montreal Can ($2.59M).

How much institutional buying is happening at UnitedHealth Group?

Institutional investors have bought a total of 1,151,422,303 shares in the last 24 months. This purchase volume represents approximately $557.32B in transactions.

Which UnitedHealth Group major shareholders have been selling company stock?

Of the 2,587 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), FMR LLC ($4.55M), Envestnet Asset Management Inc. ($3.93M), GQG Partners LLC ($3.43M), Clearbridge Investments LLC ($2.78M), and Sanders Capital LLC ($2.58M).

How much institutional selling is happening at UnitedHealth Group?

Institutional investors have sold a total of 157,702,771 shares in the last 24 months. This volume of shares sold represents approximately $78.13B in transactions.


Related Companies

This page (NYSE:UNH) was last updated on 12/23/2024 by MarketBeat.com Staff
From Our Partners
Amazon coin set to soar 25X – starting December 16th?
This tiny 3-cent crypto just partnered with one of the biggest companies in the world… Amazon. And one team...
True Market Insiders | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Did You See Trump’s Bombshell Exec. Order 001?
Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."
Banyan Hill Publishing | Sponsored
The #1 Crypto for AI
We’ve issued an urgent landmark trade alert for a new crypto wonder. So, I decided to give you this heads-u...
Weiss Ratings | Sponsored
Elon Musk’s chilling warning for humanity
The 'invasion' I've discovered has nothing to do with the border crisis. What's happening at our southern bord...
The Freeport Society | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Video: Blindfolded Man Gets Into a Cybertruck… What Happens Next Will Shock You
“Hi, I’m Jeff Brown… Even though I can’t see a thing… I’m about to get in this Cybertruck and drive up t...
Brownstone Research | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored