UnitedHealth Group Ownership | Who Owns UnitedHealth Group?
UnitedHealth Group Ownership Summary
UnitedHealth Group is owned by 64.45% institutional investors, 0.66% insiders, and 34.89% retail investors. Vanguard group is the largest institutional shareholder, holding 9.17% of UNH shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.20% of its assets in UnitedHealth Group shares.
UNH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | UnitedHealth Group | 64.45% | 0.66% | 34.89% |
| Sector | Healthcare Stocks | 57.39% | 9.93% | 32.68% |
| Industry | Healthcare Plans Stocks | 61.95% | 1.90% | 36.15% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 85.15M | 9.17% | $43.07B |
| Blackrock | 73.43M | 7.97% | $37.39B |
| Blackrock funding, inc. /de | 72.01M | 7.75% | $36.43B |
| State street | 44.98M | 4.88% | $22.90B |
| Fmr | 30.12M | 3.24% | $15.24B |
| Jpmorgan chase | 24.43M | 2.63% | $12.36B |
| Wellington management group llp | 23.36M | 2.51% | $11.82B |
| Capital world investors | 21.52M | 2.32% | $10.88B |
| Price t rowe associates inc /md/ | 21.40M | 2.30% | $10.83B |
| Morgan stanley | 20.05M | 2.18% | $10.21B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Thunderbird partners llp | 68.12K | 55.73% | $34.46M |
| Garrison bradford & associates | 33.80K | 17.91% | $17.10M |
| 8 knots management | 292.24K | 14.79% | $147.83M |
| Manchester global management (uk) | 182.72K | 12.19% | $92.43M |
| Abrams bison investments | 180.00K | 9.38% | $91.05M |
| Consulta | 275.00K | 9.11% | $139.11M |
| Route one investment company | 435.60K | 8.61% | $220.35M |
| Healthinvest partners ab | 35.20K | 8.48% | $17.88M |
| Veritas asset management llp | 1.55M | 7.30% | $782.68M |
| Ruane, cunniff & goldfarb | 838.00K | 7.20% | $423.91M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 12.60M | 0.84% | 12.60M |
| Raymond james financial | 3.79M | 0.71% | 3.79M |
| Ubs asset management americas | 8.59M | 1.01% | 2.30M |
| Viking global investors lp | 1.90M | 3.11% | 1.90M |
| Proficio capital partners | 1.89M | 0.15% | 1.89M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| International assets investment management | 218.35K | 0.37% | -5.08M |
| Capital world investors | 21.52M | 1.65% | -4.73M |
| Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | 1.28M | 0.66% | -3.80M |
| Price t rowe associates inc /md/ | 21.40M | 1.25% | -3.62M |
| Fmr | 30.12M | 0.91% | -2.38M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 12.60M | 0.84% | 12.60M | $6.38B |
| Raymond james financial | 3.79M | 0.71% | 3.79M | $1.91B |
| Holocene advisors, lp | 506.60K | 0.82% | 506.60K | $256.27M |
| Hudson bay capital management lp | 440.96K | 0.78% | 440.96K | $223.07M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 202.02K | 1.16% | 202.02K | $102.88M |
Sold Out
| Holder | Change |
|---|---|
| Thomas j. herzfeld advisors | -3.00 |
| Hoey investments | -3.00 |
| Impact partnership wealth | -3.00 |
| Sugar maple asset management | -5.00 |
| Abich financial wealth management | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 2,906 | -17.72% | 598,728,875 | -25.45% | 64 | 0.85% | 1,374 | -16.37% | 1,197 | -14.32% |
| Sep 30, 2024 | 3,475 | 0.55% | 802,554,423 | -0.79% | 86 | 1.13% | 1,617 | -3.86% | 1,371 | 3.32% |
| Jun 30, 2024 | 3,394 | -1.48% | 808,283,472 | 0.58% | 87 | 1.15% | 1,655 | -1.84% | 1,301 | 0.08% |
| Mar 31, 2024 | 3,445 | -0.63% | 803,642,148 | -0.79% | 87 | 1.15% | 1,686 | -7.11% | 1,300 | 6.47% |
| Dec 31, 2023 | 3,467 | 8.28% | 810,009,205 | 2.37% | 87 | 1.20% | 1,815 | 11.01% | 1,221 | 9.51% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 29.26M | 3.20% | 113.67K |
| Vanguard Total Stock Mkt Idx Inv | 29.03M | 3.17% | 101.09K |
| Vanguard Institutional 500 Index Trust | 25.52M | 2.79% | 173.05K |
| Fidelity 500 Index | 11.53M | 1.26% | 51.33K |
| SPDR® S&P 500 ETF | 11.45M | 1.25% | -171.81K |
| iShares Core S&P 500 ETF | 11.23M | 1.23% | 32.52K |
| SPDR® S&P 500® ETF Trust | 11.14M | 1.22% | -58.43K |
| SPDR® S&P 500® ETF | 11.02M | 1.20% | -185.02K |
| American Funds Washington Mutual A | 9.44M | 1.03% | -449.45K |
| Capital Group Wash Mutual Invtrs Comp | 9.44M | 1.03% | -449.45K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 17, 2025 | FLYNN TIMOTHY PATRICK | - | Buy | $511.57K |
| Nov 11, 2024 | McSweeney Erin | EVP & Chief People Officer | Sell | $438.99K |
| Jul 17, 2024 | ROOS THOMAS E | Chief Accounting Officer | Sell | $1.62M |
| Jul 18, 2024 | McSweeney Erin | EVP & Chief People Officer | Sell | $868.54K |
| Mar 08, 2024 | McSweeney Erin | EVP & Chief People Officer | Sell | $597.58K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | - |
UNH Ownership FAQ
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