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UnitedHealth Group (UNH) Institutional Ownership

UnitedHealth Group logo
$590.76 -6.73 (-1.13%)
(As of 11/22/2024 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)
2293
Total
Institutional Inflows
(last 12 months)
$33.07B
Number of
Institutional Sellers
(last 12 months)
1806
Total
Institutional Outflows
(last 12 months)
$24.26B
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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
11/21/2024Anchor Investment Management LLC23,310$13.63M1.3%+5.1%0.003%
11/21/2024Tudor Financial Inc.1,540$900K0.6%N/A0.000%
11/21/2024Te 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%
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%
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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%
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%
11/15/2024 Zacks Investment Management246,068$143.87M1.2%+124.6%0.027%
11/15/2024 Zega Financial LLC10,052$5.88M0.9%+27.8%0.001%
11/15/2024 Zurich Insurance Group Ltd FI269,723$157.70M1.3%+2,205.3%0.029%
11/15/2024 National Bank of Canada FI1,046,414$611.80M0.7%-5.9%0.114%
11/15/2024 Hendershot Investments Inc.41,575$24.31M3.3%+0.8%0.005%
11/15/2024 Glen Eagle Advisors LLC6,623$3.87M0.7%-10.8%0.001%
11/15/2024 iA Global Asset Management Inc.170,448$99.66M1.8%-64.6%0.019%
11/15/2024 EP Wealth Advisors LLC86,650$50.66M0.4%+3.6%0.009%
11/15/2024 United Services Automobile Association68,427$40.01M1.0%-30.2%0.007%
11/15/2024 Insigneo Advisory Services LLC9,777$5.72M0.6%-10.2%0.001%
11/15/2024 Kovitz Investment Group Partners LLC181,901$97.37M0.6%+15.7%0.020%
11/15/2024 Voya Financial Advisors Inc.4,399$2.56M0.3%-5.8%0.000%
11/15/2024 Wedgewood Partners Inc.58,035$35.16M6.6%-1.5%0.006%
11/15/2024 Wellington Management Group LLP24,865,003$14.54B2.5%-3.9%2.702%
11/15/2024 Wexford Capital LP6,413$3.75M0.9%-26.0%0.001%
11/15/2024 Worldquant Millennium Advisors LLC69,168$40.44M0.3%-14.1%0.008%
11/15/2024 Wallace Capital Management Inc.2,119$1.24M0.2%+0.9%0.000%
11/15/2024 Weaver Consulting Group454$265K0.1%-8.5%0.000%
11/15/2024 Whitford Management LLC7,725$4.52M2.6%-21.7%0.001%
11/15/2024 Temasek Holdings Private Ltd161,656$94.52M0.4%+137.6%0.018%
11/15/2024 Texas Capital Bank Wealth Management Services Inc16,370$9.57M0.9%+1.5%0.002%
11/15/2024 State Street Corp45,540,102$26.63B1.1%+1.3%4.949%
11/15/2024 Stevens Capital Management LP6,226$3.64M0.5%N/A0.001%
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11/15/2024 Stifel Financial Corp1,668,553$975.67M1.0%-1.8%0.181%
11/15/2024 SYM FINANCIAL Corp957$559K0.1%+20.8%0.000%
11/15/2024 SageView Advisory Group LLC9,244$5.41M0.3%-8.5%0.001%
11/15/2024 Quadrature Capital Ltd22,210$12.99M0.3%-63.9%0.002%
11/15/2024 Quantinno Capital Management LP100,362$58.68M0.8%+19.8%0.011%
11/15/2024 Royal London Asset Management Ltd.1,321,829$772.85M1.9%-9.5%0.144%
11/15/2024 Redwood Investment Management LLC795$465K0.0%-80.2%0.000%
11/15/2024 Rench Wealth Management Inc.11,395$6.66M2.3%+6.0%0.001%
11/15/2024 Resurgent Financial Advisors LLC1,371$802K0.5%-2.4%0.000%
11/15/2024 Reynders McVeigh Capital Management LLC812$475K0.0%+6.8%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, 3,697 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 3,248 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 1,151,271,224 shares in the last 24 months. This purchase volume represents approximately $557.20B in transactions.

Which UnitedHealth Group major shareholders have been selling company stock?

Of the 2,582 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 157,674,333 shares in the last 24 months. This volume of shares sold represents approximately $78.11B in transactions.


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This page (NYSE:UNH) was last updated on 11/23/2024 by MarketBeat.com Staff
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