UnitedHealth Group Ownership 2024 | Who Owns UnitedHealth Group Now?
Institutional Ownership
15.83%
Insider Ownership
0.23%
Retail Ownership
83.94%
Institutional Holders
2.18K
UnitedHealth Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.12% | 0.82% | 83,948,358 | -456,897 | -0.54% | 42,751,540,812 | Jun 30, 2024 |
| BLACKROCK INC. | 7.97% | 0.85% | 73,428,872 | -241,661 | -0.33% | 37,394,387,297 | Jun 30, 2024 |
| STATE STREET CORP | 4.88% | 1.00% | 44,976,548 | -722,705 | -1.58% | 22,904,756,834,000 | Jun 30, 2024 |
| FMR LLC | 3.55% | 1.07% | 32,697,703 | -2,970,654 | -8.33% | 16,651,631,768 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 3.04% | 2.33% | 28,023,012 | -298,817 | -1.06% | 14,269,534,991 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2.83% | 1.59% | 26,020,604 | -42,324 | -0.16% | 13,251,254,000 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.81% | 2.35% | 25,883,509 | 1,600,285 | 6.59% | 13,181,435,793 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.64% | 1.02% | 24,348,903 | 508,295 | 2.13% | 12,399,922,702 | Jun 30, 2024 |
| MORGAN STANLEY | 2.18% | 0.79% | 20,052,563 | -137,269 | -0.68% | 10,211,969,209 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.10% | 0.86% | 19,318,665 | 374,005 | 1.97% | 9,810,784,782 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 1.91% | 1.96% | 17,569,022 | 4,414,540 | 33.56% | 8,947,035,903 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 1.45% | 1.40% | 13,319,705 | 1,815,104 | 15.78% | 6,779,366,721 | Jun 30, 2024 |
| NORGES BANK | 1.27% | 0.89% | 11,710,175 | 11,710,175 | 100.00% | 5,963,523,721 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.98% | 0.78% | 9,042,903 | -167,464 | -1.82% | 4,605,188,782,000 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.93% | 0.98% | 8,525,699 | -358,752 | -4.04% | 4,341,799,000 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.90% | 0.95% | 8,299,155 | -507,432 | -5.76% | 4,226,425,460 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.89% | 1.01% | 8,169,197 | 103,843 | 1.29% | 4,160,245,029 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.87% | 0.78% | 8,039,601 | 35,533 | 0.44% | 4,094,247,414 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.86% | 1.41% | 7,920,285 | -2,494,658 | -23.95% | 4,033,484,339 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.85% | 1.23% | 7,868,116 | 392,679 | 5.25% | 4,006,916,197 | Jun 30, 2024 |
UnitedHealth Group's largest institutional shareholder is VANGUARD GROUP INC, holding 9.12% of the company's total share outstanding, currently valued at $42.75B. The top 10 institutional shareholders own together 41.12% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GARRISON BRADFORD & ASSOCIATES INC | 0.00% | 21.07% | 40,281 | -2,223 | -5.23% | 20,514,000 | Jun 30, 2024 |
| CENTRAL VALLEY ADVISORS, LLC | 0.00% | 16.41% | 3,467 | 157 | 4.74% | 38,440,162 | Jun 30, 2024 |
| MANCHESTER GLOBAL MANAGEMENT (UK) LTD | 0.02% | 13.87% | 154,918 | 17,500 | 12.73% | 78,893,541 | Jun 30, 2024 |
| THUNDERBIRD PARTNERS LLP | 0.01% | 10.98% | 90,776 | 90,776 | 100.00% | 46,228,586 | Jun 30, 2024 |
| CONSULTA LTD | 0.03% | 10.41% | 300,000 | 50,000 | 20.00% | 152,778,000 | Jun 30, 2024 |
| HEALTHINVEST PARTNERS AB | 0.00% | 9.84% | 31,680 | 8,639 | 37.49% | 16,133,356 | Jun 30, 2024 |
| JPB FOUNDATION | 0.02% | 9.78% | 179,355 | -37,000 | -17.10% | 91,338,327 | Jun 30, 2024 |
| ABRAMS BISON INVESTMENTS, LLC | 0.02% | 9.29% | 186,000 | 186,000 | 100.00% | 94,722,360 | Jun 30, 2024 |
| CADEN CAPITAL PARTNERS, LP | 0.01% | 8.74% | 47,451 | 47,451 | 100.00% | 24,164,896 | Jun 30, 2024 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 0.00% | 8.14% | 28,583 | -824 | -2.80% | 14,556,148 | Jun 30, 2024 |
| RUANE, CUNNIFF & GOLDFARB L.P. | 0.11% | 7.81% | 983,826 | -44,037 | -4.28% | 501,023,229 | Jun 30, 2024 |
| EAGLE HEALTH INVESTMENTS LP | 0.01% | 7.76% | 86,900 | 86,900 | 100.00% | 44,254,694 | Jun 30, 2024 |
| ROUTE ONE INVESTMENT COMPANY, L.P. | 0.05% | 7.68% | 435,600 | 52,350 | 13.66% | 221,833,656 | Jun 30, 2024 |
| ORBIS ALLAN GRAY LTD | 0.26% | 7.47% | 2,353,564 | 541,705 | 29.90% | 1,198,576,002 | Jun 30, 2024 |
| 11 CAPITAL PARTNERS LP | 0.00% | 7.17% | 36,300 | -2,000 | -5.22% | 18,486,138 | Jun 30, 2024 |
| VANTAGE INVESTMENT PARTNERS, LLC | 0.02% | 6.94% | 150,221 | -1,886 | -1.24% | 76,502,000 | Jun 30, 2024 |
| VERITAS INVESTMENT PARTNERS (UK) LTD. | 0.08% | 6.93% | 724,295 | 110,315 | 17.97% | 368,820,330 | Jun 30, 2024 |
| FOCUSED INVESTORS LLC | 0.05% | 6.90% | 417,250 | 40,600 | 10.78% | 212,488,735 | Jun 30, 2024 |
| VERITAS ASSET MANAGEMENT LLP | 0.19% | 6.90% | 1,790,360 | -30,465 | -1.67% | 911,758,734 | Jun 30, 2024 |
| WEDGEWOOD PARTNERS INC | 0.01% | 6.80% | 58,920 | -1,273 | -2.11% | 33,306,692 | Jun 30, 2024 |
The largest UnitedHealth Group shareholder by % of total assets is GARRISON BRADFORD & ASSOCIATES INC. The company owns 40.28K shares of UnitedHealth Group (UNH), representing 21.07% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.27% | 0.89% | 11,710,175 | 11,710,175 | 100.00% | 5,963,523,721 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 1.91% | 1.96% | 17,569,022 | 4,414,540 | 33.56% | 8,947,035,903 | Jun 30, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.43% | 2.05% | 3,933,138 | 2,463,979 | 167.71% | 2,002,983,703 | Jun 30, 2024 |
| TIGER GLOBAL MANAGEMENT LLC | 0.25% | 5.53% | 2,347,600 | 2,347,600 | 100.00% | 1,195,538,776 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 1.45% | 1.40% | 13,319,705 | 1,815,104 | 15.78% | 6,779,366,721 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.81% | 2.35% | 25,883,509 | 1,600,285 | 6.59% | 13,181,435,793 | Jun 30, 2024 |
| VONTOBEL HOLDING LTD. | 0.19% | 2.89% | 1,747,156 | 1,537,464 | 733.20% | 889,756,665 | Jun 30, 2024 |
| UBS GROUP AG | 0.67% | 0.77% | 6,127,747 | 1,330,052 | 27.72% | 3,120,616,438 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.13% | 0.29% | 1,222,399 | 999,649 | 448.78% | 622,518,915 | Jun 30, 2024 |
| LONE PINE CAPITAL LLC | 0.10% | 3.90% | 944,317 | 944,317 | 100.00% | 480,902,875 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.69% | 0.92% | 6,319,538 | 885,242 | 16.29% | 3,218,287,923 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.41% | 0.51% | 3,816,254 | 880,183 | 29.98% | 1,942,956,249 | Jun 30, 2024 |
| BAILLIE GIFFORD & CO | 0.10% | 0.35% | 894,006 | 821,050 | 1125.40% | 455,281,496 | Jun 30, 2024 |
| STONEPINE ASSET MANAGEMENT INC. | 0.14% | 4.73% | 1,318,475 | 747,354 | 130.86% | 671,446,579 | Jun 30, 2024 |
| EAGLE CAPITAL MANAGEMENT LLC | 0.25% | 4.33% | 2,292,957 | 687,328 | 42.81% | 1,167,711,282 | Jun 30, 2024 |
| AMUNDI | 0.43% | 0.74% | 3,936,631 | 645,238 | 19.60% | 1,928,516,161 | Jun 30, 2024 |
| ORBIS ALLAN GRAY LTD | 0.26% | 7.47% | 2,353,564 | 541,705 | 29.90% | 1,198,576,002 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.64% | 1.02% | 24,348,903 | 508,295 | 2.13% | 12,399,922,702 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.34% | 1.57% | 3,129,749 | 504,461 | 19.22% | 1,593,855,976 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.27% | 1.61% | 2,517,221 | 468,627 | 22.88% | 1,281,918,000 | Jun 30, 2024 |
As of Jun 30 2024, UnitedHealth Group's largest institutional buyer is NORGES BANK. The company purchased 11.71M stocks of UNH, valued at $5.96B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JENNISON ASSOCIATES LLC | 0.03% | 0.08% | 240,506 | -3,464,264 | -93.51% | 122,480,283 | Jun 30, 2024 |
| FMR LLC | 3.55% | 1.07% | 32,697,703 | -2,970,654 | -8.33% | 16,651,631,768 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.73% | 0.30% | 6,694,225 | -2,752,928 | -29.14% | 3,409,100,662 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.86% | 1.41% | 7,920,285 | -2,494,658 | -23.95% | 4,033,484,339 | Jun 30, 2024 |
| VIKING GLOBAL INVESTORS LP | 0.05% | 0.86% | 441,795 | -919,412 | -67.54% | 224,988,522 | Jun 30, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 0.08% | 0.46% | 778,600 | -903,204 | -53.70% | 389,728,230 | Jun 30, 2024 |
| WINSLOW CAPITAL MANAGEMENT, LLC | 0.05% | 0.93% | 505,231 | -815,887 | -61.76% | 257,293,939 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.24% | 0.69% | 2,224,580 | -789,151 | -26.19% | 1,132,889,611 | Jun 30, 2024 |
| BARCLAYS PLC | 0.34% | 0.49% | 3,165,174 | -727,141 | -18.68% | 1,611,893,000 | Jun 30, 2024 |
| STATE STREET CORP | 4.88% | 1.00% | 44,976,548 | -722,705 | -1.58% | 22,904,756,834,000 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | 0.01% | 14,703 | -682,222 | -97.89% | 7,487,650 | Jun 30, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -570,990 | -100.00% | - | Jun 30, 2024 |
| CANOE FINANCIAL LP | - | - | - | -509,098 | -100.00% | - | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.90% | 0.95% | 8,299,155 | -507,432 | -5.76% | 4,226,425,460 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.54% | 0.42% | 4,934,030 | -501,861 | -9.23% | 2,512,703,933 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.12% | 0.82% | 83,948,358 | -456,897 | -0.54% | 42,751,540,812 | Jun 30, 2024 |
| JENSEN INVESTMENT MANAGEMENT INC | 0.10% | 4.03% | 966,191 | -394,320 | -28.98% | 492,042,174 | Jun 30, 2024 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.06% | 0.57% | 523,750 | -390,006 | -42.68% | 266,724,927 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.93% | 0.98% | 8,525,699 | -358,752 | -4.04% | 4,341,799,000 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 0.54% | 1.36% | 4,969,327 | -347,342 | -6.53% | 2,530,666,414 | Jun 30, 2024 |
As of Jun 30 2024, UnitedHealth Group's biggest institutional seller is JENNISON ASSOCIATES LLC. The company sold -3.46M shares of UNH, valued at $122.48M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.27% | 0.89% | 11,710,175 | 11,710,175 | 100.00% | 5,963,523,721 | Jun 30, 2024 |
| TIGER GLOBAL MANAGEMENT LLC | 0.25% | 5.53% | 2,347,600 | 2,347,600 | 100.00% | 1,195,538,776 | Jun 30, 2024 |
| STEADFAST CAPITAL MANAGEMENT LP | 0.04% | 3.96% | 369,366 | 369,366 | 100.00% | 188,103,329 | Jun 30, 2024 |
| CARMIGNAC GESTION | 0.04% | 3.04% | 348,152 | 348,152 | 100.00% | 177,279,279 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.03% | 1.83% | 317,514 | 317,514 | 100.00% | 161,697,180 | Jun 30, 2024 |
| SRS INVESTMENT MANAGEMENT, LLC | 0.03% | 2.08% | 300,194 | 300,194 | 100.00% | 152,876,796 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.65% | 231,019 | 231,019 | 100.00% | 117,648,736 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 1.16% | 202,018 | 202,018 | 100.00% | 102,880,000 | Jun 30, 2024 |
| ABRAMS BISON INVESTMENTS, LLC | 0.02% | 9.29% | 186,000 | 186,000 | 100.00% | 94,722,360 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.17% | 138,127 | 138,127 | 100.00% | 70,342,556 | Jun 30, 2024 |
| KENSICO CAPITAL MANAGEMENT CORP | 0.01% | 1.97% | 124,100 | 124,100 | 100.00% | 63,199,166 | Jun 30, 2024 |
| 0.01% | 3.30% | 116,285 | 116,285 | 100.00% | 59,192,824 | Jun 30, 2024 | |
| MIZUHO MARKETS AMERICAS LLC | 0.01% | 1.25% | 102,584 | 102,584 | 100.00% | 52,241,928 | Jun 30, 2024 |
| 0.01% | 1.38% | 94,676 | 94,676 | 100.00% | 48,214,209 | Jun 30, 2024 | |
| THUNDERBIRD PARTNERS LLP | 0.01% | 10.98% | 90,776 | 90,776 | 100.00% | 46,228,586 | Jun 30, 2024 |
| EAGLE HEALTH INVESTMENTS LP | 0.01% | 7.76% | 86,900 | 86,900 | 100.00% | 44,254,694 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.01% | 1.42% | 77,063 | 77,063 | 100.00% | 39,233,326 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.01% | 0.04% | 75,600 | 75,600 | 100.00% | 38,500,056 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.80% | 70,966 | 70,966 | 100.00% | 36,140,145 | Jun 30, 2024 |
| TEMASEK HOLDINGS (PRIVATE) LTD | 0.01% | 0.16% | 68,038 | 68,038 | 100.00% | 34,649,032 | Jun 30, 2024 |
| PFM HEALTH SCIENCES, LP | 0.01% | 1.32% | 52,400 | 52,400 | 100.00% | 26,685,224 | Jun 30, 2024 |
| EMINENCE CAPITAL, LP | 0.01% | 0.43% | 52,344 | 52,344 | 100.00% | 26,656,705 | Jun 30, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | 0.01% | 0.44% | 50,000 | 50,000 | 100.00% | 25,463,000 | Jun 30, 2024 |
| CADEN CAPITAL PARTNERS, LP | 0.01% | 8.74% | 47,451 | 47,451 | 100.00% | 24,164,896 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.00% | 0.20% | 40,096 | 40,096 | 100.00% | 20,419,289 | Jun 30, 2024 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | 0.00% | 2.17% | 39,700 | 39,700 | 100.00% | 20,217,622 | Jun 30, 2024 |
| MUFG SECURITIES EMEA PLC | 0.00% | 0.72% | 32,999 | 32,999 | 100.00% | 16,805,580 | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.00% | 0.63% | 30,878 | 30,878 | 100.00% | 15,724,930 | Jun 30, 2024 |
| COLUMBUS HILL CAPITAL MANAGEMENT, L.P. | 0.00% | 3.03% | 29,041 | 29,041 | 100.00% | 14,789,420 | Jun 30, 2024 |
| BDF-GESTION | 0.00% | 1.37% | 28,048 | 28,048 | 100.00% | 14,283,724 | Jun 30, 2024 |
| SOROS FUND MANAGEMENT LLC | 0.00% | 0.23% | 25,001 | 25,001 | 100.00% | 12,732,009 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.00% | 0.23% | 24,976 | 24,976 | 100.00% | 12,626,593 | Jun 30, 2024 |
| NFJ INVESTMENT GROUP, LLC | 0.00% | 0.32% | 20,597 | 20,597 | 100.00% | 10,489,228 | Jun 30, 2024 |
| OWL CREEK ASSET MANAGEMENT, L.P. | 0.00% | 0.83% | 20,484 | 20,484 | 100.00% | 10,431,682 | Jun 30, 2024 |
| ELDRED ROCK PARTNERS, LLC | 0.00% | 4.11% | 19,306 | 19,306 | 100.00% | 9,831,916 | Jun 30, 2024 |
| EMPIRICAL ASSET MANAGEMENT, LLC | 0.00% | 0.05% | 18,612 | 18,612 | 100.00% | 136,327 | Jun 30, 2024 |
| HAP TRADING, LLC | 0.00% | 0.02% | 16,100 | 16,100 | 100.00% | 180,884 | Jun 30, 2024 |
| 0.00% | 0.95% | 13,388 | 13,388 | 100.00% | 7,630,383 | Jun 30, 2024 | |
| MIRAE ASSET SECURITIES (USA) INC. | 0.00% | 0.32% | 13,256 | 13,256 | 100.00% | 6,750,751 | Jun 30, 2024 |
| MIRAE ASSET SECURITIES (USA) INC. | 0.00% | 0.32% | 13,200 | 13,200 | 100.00% | 6,722,232 | Jun 30, 2024 |
| LEE DANNER & BASS INC | 0.00% | 0.50% | 12,781 | 12,781 | 100.00% | 6,509,000 | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | 0.00% | 0.08% | 12,698 | 12,698 | 100.00% | 6,466,583 | Jun 30, 2024 |
| GPM GROWTH INVESTORS, INC. | 0.00% | 2.72% | 12,557 | 12,557 | 100.00% | 6,394,778 | Jun 30, 2024 |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | 0.00% | 0.77% | 12,382 | 12,382 | 100.00% | 6,124,858 | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.00% | 0.49% | 11,463 | 11,463 | 100.00% | 5,837,647 | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | 0.00% | 0.87% | 10,791 | 10,791 | 100.00% | 5,495,425 | Jun 30, 2024 |
| 0.00% | 3.42% | 10,256 | 10,256 | 100.00% | 5,222,971 | Jun 30, 2024 | |
| GREENWOODS ASSET MANAGEMENT HONG KONG LTD. | 0.00% | 0.13% | 9,972 | 9,972 | 100.00% | 5,078,341 | Jun 30, 2024 |
| CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 1.92% | 8,895 | 8,895 | 100.00% | 4,529,868 | Jun 30, 2024 |
| M HOLDINGS SECURITIES, INC. | 0.00% | 0.38% | 5,810 | 5,810 | 100.00% | 2,959,000 | Jun 30, 2024 |
| BRICK & KYLE, ASSOCIATES | 0.00% | 1.05% | 5,003 | 5,003 | 100.00% | 2,548,000 | Jun 30, 2024 |
| SUSQUEHANNA INTERNATIONAL SECURITIES, LTD. | 0.00% | 0.61% | 5,000 | 5,000 | 100.00% | 2,546,300 | Jun 30, 2024 |
| PERBAK CAPITAL PARTNERS LLP | 0.00% | 0.69% | 4,570 | 4,570 | 100.00% | 2,327,318 | Jun 30, 2024 |
| 0.00% | 0.65% | 4,309 | 4,309 | 100.00% | 2,194,298 | Jun 30, 2024 | |
| HARDY REED LLC | 0.00% | 0.22% | 4,224 | 4,224 | 100.00% | 2,151,115 | Jun 30, 2024 |
| PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.72% | 4,096 | 4,096 | 100.00% | 2,085,801 | Jun 30, 2024 |
| JAMES J. BURNS & COMPANY, LLC | 0.00% | 0.35% | 3,482 | 3,482 | 100.00% | 1,773,000 | Jun 30, 2024 |
| SHELTON CAPITAL MANAGEMENT | 0.00% | 0.05% | 3,100 | 3,100 | 100.00% | 1,813,500 | Jun 30, 2024 |
| FULLCIRCLE WEALTH LLC | 0.00% | 0.85% | 3,089 | 3,089 | 100.00% | 1,729,258 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.33% | 3,072 | 3,072 | 100.00% | 1,564,202 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.49% | 3,065 | 3,065 | 100.00% | 1,560,823 | Jun 30, 2024 |
| BTG PACTUAL ASSET MANAGEMENT US LLC | 0.00% | 0.23% | 3,036 | 3,036 | 100.00% | 1,546,113 | Jun 30, 2024 |
| KINGS PATH PARTNERS LLC | 0.00% | 0.71% | 2,962 | 2,962 | 100.00% | 1,508,428 | Jun 30, 2024 |
| MAIA WEALTH LLC | 0.00% | 0.45% | 2,898 | 2,898 | 100.00% | 1,493,394 | Jun 30, 2024 |
| LIVE OAK INVESTMENT PARTNERS | 0.00% | 1.18% | 2,805 | 2,805 | 100.00% | 1,428,535 | Jun 30, 2024 |
| 0.00% | 0.84% | 2,765 | 2,765 | 100.00% | 1,408,104 | Jun 30, 2024 | |
| CODEX CAPITAL ASSET MANAGEMENT L.L.C. | 0.00% | 0.64% | 2,700 | 2,700 | 100.00% | 1,375,002 | Jun 30, 2024 |
| HERITAGE FAMILY OFFICES, LLP | 0.00% | 0.76% | 2,692 | 2,692 | 100.00% | 1,371,102 | Jun 30, 2024 |
| 0.00% | 1.27% | 2,604 | 2,604 | 100.00% | 1,429,227 | Jun 30, 2024 | |
| QUINN OPPORTUNITY PARTNERS LLC | 0.00% | 0.14% | 2,500 | 2,500 | 100.00% | 1,273,150 | Jun 30, 2024 |
| SEMANTEON CAPITAL MANAGEMENT, LP | 0.00% | 0.89% | 2,462 | 2,462 | 100.00% | 1,253,798 | Jun 30, 2024 |
| CERRO PACIFIC WEALTH ADVISORS LLC | 0.00% | 0.45% | 2,306 | 2,306 | 100.00% | 1,174,462 | Jun 30, 2024 |
| SAGEWORTH TRUST CO | 0.00% | 0.07% | 2,210 | 2,210 | 100.00% | 1,125,464 | Jun 30, 2024 |
| CABLE HILL PARTNERS, LLC | 0.00% | 0.12% | 2,199 | 2,199 | 100.00% | 1,119,777 | Jun 30, 2024 |
| 0.00% | 0.28% | 2,086 | 2,086 | 100.00% | 1,062,490 | Jun 30, 2024 | |
| ABUNDANCE WEALTH COUNSELORS | 0.00% | 0.47% | 2,010 | 2,010 | 100.00% | 1,024,000 | Jun 30, 2024 |
| KESTRA ADVISORY SERVICES, LLC | 0.00% | 0.01% | 2,000 | 2,000 | 100.00% | 1,018,520 | Jun 30, 2024 |
| LUMBARD & KELLNER, LLC | 0.00% | 0.48% | 2,000 | 2,000 | 100.00% | 1,018,520 | Jun 30, 2024 |
| CORUNDUM TRUST COMPANY, INC | 0.00% | 2.39% | 1,616 | 1,616 | 100.00% | 822,964 | Jun 30, 2024 |
| FIDUCIARY FINANCIAL GROUP, LLC | 0.00% | 0.20% | 1,547 | 1,547 | 100.00% | 849,102 | Jun 30, 2024 |
| TRADELINK CAPITAL LLC | 0.00% | 2.06% | 1,400 | 1,400 | 100.00% | 713,000 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.12% | 1,388 | 1,388 | 100.00% | 706,920 | Jun 30, 2024 |
| CYR FINANCIAL INC. | 0.00% | 0.68% | 1,342 | 1,342 | 100.00% | 683,427 | Jun 30, 2024 |
| UNITED ADVISOR GROUP, LLC | 0.00% | 0.19% | 1,212 | 1,212 | 100.00% | 617,298 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.36% | 1,200 | 1,200 | 100.00% | 611,112 | Jun 30, 2024 |
| STRENGTHENING FAMILIES & COMMUNITIES, LLC | 0.00% | 0.17% | 1,176 | 1,176 | 100.00% | 599,000 | Jun 30, 2024 |
| MONOGRAPH WEALTH ADVISORS, LLC | 0.00% | 0.08% | 1,111 | 1,111 | 100.00% | 565,897 | Jun 30, 2024 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 0.00% | 0.03% | 1,110 | 1,110 | 100.00% | 565,279 | Jun 30, 2024 |
| EXCEL SECURITIES & ASSOCIATES, INC. | 0.00% | 0.13% | 1,105 | 1,105 | 100.00% | 542,305 | Jun 30, 2024 |
| 0.00% | 0.22% | 1,100 | 1,100 | 100.00% | 560,186 | Jun 30, 2024 | |
| SILVER LAKE ADVISORY, LLC | 0.00% | 0.08% | 1,060 | 1,060 | 100.00% | 539,816 | Jun 30, 2024 |
| GENTRY PRIVATE WEALTH, LLC | 0.00% | 0.46% | 1,028 | 1,028 | 100.00% | 523,519 | Jun 30, 2024 |
| AXIOM ADVISORY, LLC | 0.00% | 0.01% | 1,026 | 1,026 | 100.00% | 502,643 | Jun 30, 2024 |
| AVESTAR CAPITAL, LLC | 0.00% | 0.05% | 1,000 | 1,000 | 100.00% | 509,260 | Jun 30, 2024 |
| ARISTIDES CAPITAL LLC | 0.00% | 0.14% | 1,000 | 1,000 | 100.00% | 509,260 | Jun 30, 2024 |
| ELSER FINANCIAL PLANNING, INC | 0.00% | 0.08% | 975 | 975 | 100.00% | 496,529 | Jun 30, 2024 |
| OPTIVER HOLDING B.V. | 0.00% | 0.00% | 890 | 890 | 100.00% | 453,241 | Jun 30, 2024 |
| STRATA WEALTH ADVISORS, LLC | 0.00% | 0.16% | 889 | 889 | 100.00% | 452,732 | Jun 30, 2024 |
| FINANCIAL & TAX ARCHITECTS, LLC | 0.00% | 0.12% | 868 | 868 | 100.00% | 442,038 | Jun 30, 2024 |
| 0.00% | 0.35% | 856 | 856 | 100.00% | 435,961 | Jun 30, 2024 |
UnitedHealth Group's largest new institutional shareholder by number of shares is NORGES BANK, purchased 11.71M shares, valued at $5.96B, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -570,990 | -100.00% | - | Jun 30, 2024 |
| CANOE FINANCIAL LP | - | - | - | -509,098 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -237,675 | -100.00% | - | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | - | - | - | -214,311 | -100.00% | - | Jun 30, 2024 |
| CLEAR STREET LLC | - | - | - | -200,000 | -100.00% | - | Jun 30, 2024 |
| D1 CAPITAL PARTNERS L.P. | - | - | - | -156,000 | -100.00% | - | Jun 30, 2024 |
| SAMLYN CAPITAL, LLC | - | - | - | -108,929 | -100.00% | - | Jun 30, 2024 |
| BOWIE CAPITAL MANAGEMENT, LLC | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| FIDELITY NATIONAL FINANCIAL, INC. | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| LIONTRUST INVESTMENT PARTNERS LLP | - | - | - | -42,000 | -100.00% | - | Jun 30, 2024 |
| MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | - | - | - | -38,528 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -37,306 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -35,305 | -100.00% | - | Jun 30, 2024 |
| UNITED AMERICAN SECURITIES INC. (D/B/A UAS ASSET MANAGEMENT) | - | - | - | -31,537 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -25,200 | -100.00% | - | Jun 30, 2024 |
| WAFRA INC. | - | - | - | -24,535 | -100.00% | - | Jun 30, 2024 |
| WESPAC ADVISORS SOCAL, LLC | - | - | - | -20,508 | -100.00% | - | Jun 30, 2024 |
| BORNITE CAPITAL MANAGEMENT LP | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
| MONACO ASSET MANAGEMENT SAM | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
| EVOKE WEALTH, LLC | - | - | - | -19,760 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -16,528 | -100.00% | - | Jun 30, 2024 |
| MITCHELL CAPITAL MANAGEMENT CO | - | - | - | -16,148 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -15,176 | -100.00% | - | Jun 30, 2024 |
| NATWEST GROUP PLC | - | - | - | -13,863 | -100.00% | - | Jun 30, 2024 |
| GREENWOOD CAPITAL ASSOCIATES LLC | - | - | - | -13,226 | -100.00% | - | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -11,700 | -100.00% | - | Jun 30, 2024 |
| KOSS-OLINGER CONSULTING, LLC | - | - | - | -10,728 | -100.00% | - | Jun 30, 2024 |
| ONTARIO TEACHERS PENSION PLAN BOARD | - | - | - | -10,451 | -100.00% | - | Jun 30, 2024 |
| HEIRLOOM WEALTH MANAGEMENT | - | - | - | -10,343 | -100.00% | - | Jun 30, 2024 |
| SIVIK GLOBAL HEALTHCARE LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| DELTEC ASSET MANAGEMENT LLC | - | - | - | -9,232 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -9,100 | -100.00% | - | Jun 30, 2024 |
| STANLEY-LAMAN GROUP, LTD. | - | - | - | -8,150 | -100.00% | - | Jun 30, 2024 |
| SITRIN CAPITAL MANAGEMENT LLC | - | - | - | -7,663 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -7,486 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -7,200 | -100.00% | - | Jun 30, 2024 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | - | - | - | -7,139 | -100.00% | - | Jun 30, 2024 |
| BROADLEAF PARTNERS, LLC | - | - | - | -7,131 | -100.00% | - | Jun 30, 2024 |
| PETERSON FINANCIAL GROUP, INC. | - | - | - | -6,334 | -100.00% | - | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | - | - | - | -6,100 | -100.00% | - | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -6,073 | -100.00% | - | Jun 30, 2024 |
| PGGM INVESTMENTS | - | - | - | -5,971 | -100.00% | - | Jun 30, 2024 |
| ROYAL FUND MANAGEMENT, LLC | - | - | - | -5,860 | -100.00% | - | Jun 30, 2024 |
| PEAK FINANCIAL ADVISORS LLC | - | - | - | -5,762 | -100.00% | - | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -5,700 | -100.00% | - | Jun 30, 2024 |
| REGAL PARTNERS LTD | - | - | - | -5,292 | -100.00% | - | Jun 30, 2024 |
| TEALWOOD ASSET MANAGEMENT INC | - | - | - | -5,041 | -100.00% | - | Jun 30, 2024 |
| STEVENS CAPITAL MANAGEMENT LP | - | - | - | -4,779 | -100.00% | - | Jun 30, 2024 |
| ISAM FUNDS (UK) LTD | - | - | - | -4,051 | -100.00% | - | Jun 30, 2024 |
| LLOYD ADVISORY SERVICES, LLC. | - | - | - | -3,910 | -100.00% | - | Jun 30, 2024 |
| BLUECREST CAPITAL MANAGEMENT LTD | - | - | - | -3,387 | -100.00% | - | Jun 30, 2024 |
| BRENDEL FINANCIAL ADVISORS LLC | - | - | - | -3,168 | -100.00% | - | Jun 30, 2024 |
| FCF ADVISORS LLC | - | - | - | -3,078 | -100.00% | - | Jun 30, 2024 |
| WELLINGTON WEALTH STRATEGIES, LLC. | - | - | - | -3,056 | -100.00% | - | Jun 30, 2024 |
| FIRST NATIONAL BANK OF HUTCHINSON | - | - | - | -3,033 | -100.00% | - | Jun 30, 2024 |
| ALTMAN ADVISORS, INC. | - | - | - | -3,001 | -100.00% | - | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | - | - | - | -2,896 | -100.00% | - | Jun 30, 2024 |
| KFA PRIVATE WEALTH GROUP, LLC | - | - | - | -2,807 | -100.00% | - | Jun 30, 2024 |
| OAK HILL WEALTH ADVISORS, LLC | - | - | - | -2,690 | -100.00% | - | Jun 30, 2024 |
| GREYSTONE FINANCIAL GROUP, LLC | - | - | - | -2,543 | -100.00% | - | Jun 30, 2024 |
| EDENTREE ASSET MANAGEMENT LTD | - | - | - | -2,192 | -100.00% | - | Jun 30, 2024 |
| PROFESSIONAL FINANCIAL ADVISORS, LLC | - | - | - | -2,150 | -100.00% | - | Jun 30, 2024 |
| MEITAV INVESTMENT HOUSE LTD | - | - | - | -2,044 | -100.00% | - | Jun 30, 2024 |
| WESTERN FINANCIAL CORP/CA | - | - | - | -2,005 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | - | - | - | -1,936 | -100.00% | - | Jun 30, 2024 |
| PRIVATE PORTFOLIO PARTNERS LLC | - | - | - | -1,922 | -100.00% | - | Jun 30, 2024 |
| SIGNAL ADVISORS WEALTH, LLC | - | - | - | -1,802 | -100.00% | - | Jun 30, 2024 |
| NEXT LEVEL PRIVATE LLC | - | - | - | -1,726 | -100.00% | - | Jun 30, 2024 |
| AVESTAR CAPITAL, LLC | - | - | - | -1,700 | -100.00% | - | Jun 30, 2024 |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | - | - | - | -1,655 | -100.00% | - | Jun 30, 2024 |
| MACHINA CAPITAL S.A.S. | - | - | - | -1,621 | -100.00% | - | Jun 30, 2024 |
| ADVISOR RESOURCE COUNCIL | - | - | - | -1,584 | -100.00% | - | Jun 30, 2024 |
| ROCKPORT WEALTH LLC | - | - | - | -1,457 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -1,438 | -100.00% | - | Jun 30, 2024 |
| FIDUCIENT ADVISORS LLC | - | - | - | -1,432 | -100.00% | - | Jun 30, 2024 |
| E FUND MANAGEMENT (HONG KONG) CO., LTD. | - | - | - | -1,380 | -100.00% | - | Jun 30, 2024 |
| ARLINGTON CAPITAL MANAGEMENT, INC. | - | - | - | -1,367 | -100.00% | - | Jun 30, 2024 |
| WILLIAMSON LEGACY GROUP, LLC | - | - | - | -1,351 | -100.00% | - | Jun 30, 2024 |
| EMERALD ADVISERS, LLC | - | - | - | -1,340 | -100.00% | - | Jun 30, 2024 |
| SRB CORP | - | - | - | -1,318 | -100.00% | - | Jun 30, 2024 |
| DONOGHUE FORLINES LLC | - | - | - | -1,279 | -100.00% | - | Jun 30, 2024 |
| NINEPOINT PARTNERS LP | - | - | - | -1,271 | -100.00% | - | Jun 30, 2024 |
| GILMAN HILL ASSET MANAGEMENT, LLC | - | - | - | -1,267 | -100.00% | - | Jun 30, 2024 |
| GQG PARTNERS LLC | - | - | - | -1,116 | -100.00% | - | Jun 30, 2024 |
| NEW JERSEY BETTER EDUCATIONAL SAVINGS TRUST | - | - | - | -1,063 | -100.00% | - | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | - | - | - | -961 | -100.00% | - | Jun 30, 2024 |
| KAPITALO INVESTIMENTOS LTDA | - | - | - | -930 | -100.00% | - | Jun 30, 2024 |
| DELAP WEALTH ADVISORY, LLC | - | - | - | -910 | -100.00% | - | Jun 30, 2024 |
| PERENNIAL ADVISORS, LLC | - | - | - | -854 | -100.00% | - | Jun 30, 2024 |
| QVR LLC | - | - | - | -835 | -100.00% | - | Jun 30, 2024 |
| CAPITAL MARKETS TRADING UK LLP | - | - | - | -806 | -100.00% | - | Jun 30, 2024 |
| LWM ADVISORY SERVICES, LLC | - | - | - | -751 | -100.00% | - | Jun 30, 2024 |
| FIRST DALLAS SECURITIES INC. | - | - | - | -750 | -100.00% | - | Jun 30, 2024 |
| SHELTON WEALTH MANAGEMENT, LLC | - | - | - | -736 | -100.00% | - | Jun 30, 2024 |
| GREEN SQUARE CAPITAL ADVISORS LLC | - | - | - | -711 | -100.00% | - | Jun 30, 2024 |
| MIZUHO MARKETS CAYMAN LP | - | - | - | -675 | -100.00% | - | Jun 30, 2024 |
| DCM ADVISORS, LLC | - | - | - | -665 | -100.00% | - | Jun 30, 2024 |
| INTELLIGENCE DRIVEN ADVISERS, LLC | - | - | - | -659 | -100.00% | - | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | - | - | - | -616 | -100.00% | - | Jun 30, 2024 |
| MERRION INVESTMENT MANAGEMENT CO, LLC | - | - | - | -611 | -100.00% | - | Jun 30, 2024 |
UnitedHealth Group's largest sold out institutional shareholder by shares sold is GLOBAL ASSETS ADVISORY, LLC, sold -0.57M shares, valued at -, as of undefined.
UnitedHealth Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Tekla World Healthcare Fund | 5.05% | 6,060,000 | - | - | Mar 31, 2024 |
| Tekla Healthcare Opportunities Fund | 4.91% | 10,940,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 3.63% | 1,892,000 | - | - | Mar 31, 2024 |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 3.33% | 5,711,694 | 372,222 | 6.97% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 3.31% | 1,725,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 3.31% | 1,725,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.88% | 1,500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.88% | 1,500,000 | - | - | Mar 31, 2024 |
| ALGER PORTFOLIOS | 2.67% | 1,000,000 | - | - | Dec 31, 2023 |
| Tekla Healthcare Opportunities Fund | 2.60% | 5,800,000 | - | - | Mar 31, 2024 |
| Nuveen Dow 30sm Dynamic Overwrite Fund | 2.60% | 98,761 | -4,051 | -3.94% | Mar 31, 2024 |
| Manager Directed Portfolios | 2.44% | 400,000 | - | - | Jan 31, 2024 |
| NORTHQUEST CAPITAL FUND INC | 1.94% | 600 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 1.88% | 1,550,000 | - | - | Dec 31, 2023 |
| LMP CAPITAL & INCOME FUND INC. | 1.68% | 500,000 | 250,000 | 100.00% | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.68% | 875,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.68% | 875,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.68% | 875,000 | - | - | Mar 31, 2024 |
| VOYAGEUR MUTUAL FUNDS III | 1.61% | 15,831 | 541 | 3.54% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.59% | 830,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.53% | 800,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.50% | 781,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.25% | 650,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.25% | 650,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.23% | 642,626 | - | - | Mar 31, 2024 |
| GABELLI GROWTH FUND | 1.17% | 66,400 | 8,200 | 14.09% | Dec 29, 2023 |
| Tekla World Healthcare Fund | 1.17% | 1,400,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.05% | 550,000 | - | - | Mar 31, 2024 |
| LKCM Funds | 1.05% | 4,000,000 | - | - | Mar 31, 2024 |
| Milliman Variable Insurance Trust | 1.04% | 436 | -54 | -11.02% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| Manager Directed Portfolios | 0.95% | 155,000 | - | - | Jan 31, 2024 |
| Tekla Healthcare Opportunities Fund | 0.94% | 2,100,000 | - | - | Mar 31, 2024 |
| FOXBY CORP. | 0.93% | 1,625 | 1,625 | - | Dec 31, 2023 |
| BNY Mellon Investment Funds VII, Inc. | 0.83% | 960,000 | - | - | Apr 30, 2022 |
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 0.76% | 87,163 | - | - | Jan 31, 2024 |
| PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.75% | 65,510,000 | - | - | Mar 28, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.71% | 3,500,000 | - | - | Mar 28, 2024 |
| BLACKROCK SUSTAINABLE BALANCED FUND, INC. | 0.69% | 5,000,000 | - | - | Feb 29, 2024 |
| MATRIX ADVISORS VALUE FUND INC | 0.66% | 4,050 | 925 | 29.60% | Mar 31, 2024 |
| Fiera Capital Series Trust | 0.64% | 12,660 | -10 | -0.08% | Jun 30, 2023 |
| BNY MELLON APPRECIATION FUND, INC. | 0.63% | 144,365 | 5,775 | 4.17% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.62% | 325,000 | - | - | Mar 31, 2024 |
| Jensen Quality Growth Fund Inc | 0.61% | 1,115,000 | - | - | Feb 29, 2024 |
| T. Rowe Price Health Sciences Fund, Inc. | 0.57% | 1,899,337 | -358,491 | -15.88% | Mar 31, 2024 |
| Tax-Managed Multi-Cap Growth Portfolio | 0.56% | 15,062 | - | - | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.53% | 17,060,000 | 17,060,000 | - | Mar 31, 2024 |
| T. Rowe Price Blue Chip Growth Fund, Inc. | 0.53% | 3,219,348 | -141,890 | -4.22% | Mar 31, 2024 |
| PARNASSUS INCOME FUNDS | 0.52% | 3,000,000 | - | - | Mar 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.50% | 2,500,000 | - | - | Mar 28, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.50% | 2,500,000 | - | - | Mar 28, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.50% | 2,500,000 | - | - | Mar 28, 2024 |
| WASHINGTON MUTUAL INVESTORS FUND | 0.50% | 10,498,206 | 446,778 | 4.44% | Jan 31, 2024 |
| CAPITAL MANAGEMENT INVESTMENT TRUST | 0.49% | 1,800 | 950 | 111.76% | Feb 29, 2024 |
| SEQUOIA FUND INC | 0.49% | 375,441 | - | - | Mar 28, 2024 |
| BlackRock Capital Appreciation Fund, Inc. | 0.49% | 78,517 | -84,661 | -51.88% | Feb 29, 2024 |
| BNY MELLON VARIABLE INVESTMENT FUND | 0.47% | 115,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Corporate Income Fund, Inc. | 0.47% | 2,785,000 | - | - | Feb 29, 2024 |
| Natixis ETF Trust | 0.47% | 95,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Corporate Income Fund, Inc. | 0.46% | 2,685,000 | - | - | Feb 29, 2024 |
| DELAWARE GROUP INCOME FUNDS | 0.46% | 14,537,000 | 5,240,000 | 56.36% | Jan 31, 2024 |
| JNL INVESTORS SERIES TRUST | 0.45% | 1,500,000 | - | - | Sep 30, 2020 |
| BOSTON TRUST WALDEN FUNDS | 0.45% | 1,200,000 | - | - | Mar 28, 2024 |
| FIRST TRUST ENHANCED EQUITY INCOME FUND | 0.44% | 16,800 | - | - | Mar 31, 2024 |
| BRIDGES INVESTMENT FUND INC | 0.43% | 13,000 | - | - | Dec 31, 2022 |
| DELAWARE GROUP INCOME FUNDS | 0.43% | 13,655,000 | - | - | Jan 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 0.43% | 13,646 | -986 | -6.74% | Mar 31, 2024 |
| GENERAL ELECTRIC RSP U.S. EQUITY FUND | 0.41% | 208,290 | 62,781 | 43.15% | Mar 31, 2021 |
| BlackRock Health Sciences Trust | 0.41% | 103,608 | 1,600 | 1.57% | Mar 31, 2024 |
| Capital Group Growth ETF | 0.41% | 159,221 | 48,495 | 43.80% | Feb 29, 2024 |
| Capital Group Core Equity ETF | 0.41% | 91,088 | 23,932 | 35.64% | Feb 29, 2024 |
| AMERICAN GROWTH FUND INC | 0.41% | 380 | 380 | - | Jan 31, 2024 |
| SIT MUTUAL FUNDS INC | 0.41% | 150,000 | - | - | Mar 28, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.40% | 2,000,000 | - | - | Mar 28, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.40% | 465,000 | - | - | Mar 28, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.39% | 317,000 | - | - | Mar 31, 2024 |
| Impact Shares Trust I | 0.39% | 4,107 | 173 | 4.40% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.38% | 200,000 | - | - | Mar 31, 2024 |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 0.38% | 649,504 | 142,379 | 28.08% | Mar 31, 2024 |
| T. Rowe Price Growth Stock Fund, Inc. | 0.38% | 2,342,188 | 72,980 | 3.22% | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.38% | 440,000 | - | - | Mar 28, 2024 |
| NEUBERGER BERMAN ALTERNATIVE FUNDS | 0.37% | 4,775,000 | - | - | Jan 31, 2024 |
| AMERICAN MUTUAL FUND | 0.37% | 3,412,535 | 430,485 | 14.44% | Jan 31, 2024 |
| Eaton Vance Enhanced Equity Income Fund II | 0.36% | 29,464 | -1,160 | -3.79% | Mar 31, 2024 |
| Value Line Core Bond Fund | 0.36% | 150,000 | - | - | Mar 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.35% | 130,671 | 7,500 | 6.09% | Mar 31, 2024 |
| HOMESTEAD FUNDS INC | 0.34% | 1,855,000 | - | - | Mar 31, 2024 |
| AMCAP FUND | 0.33% | 2,825,673 | -784,472 | -21.73% | Feb 29, 2024 |
| GROWTH FUND OF AMERICA | 0.33% | 8,143,782 | -616,992 | -7.04% | Feb 29, 2024 |
| NEW ECONOMY FUND | 0.32% | 1,466,285 | -1,543 | -0.11% | Feb 29, 2024 |
| DELAWARE GROUP ADVISER FUNDS | 0.32% | 13,284,000 | - | - | Jan 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 0.32% | 36,899 | - | - | Mar 31, 2024 |
| Federated Hermes ETF Trust | 0.32% | 250,000 | - | - | Jan 31, 2024 |
| Aspiration Funds | 0.31% | 11,570 | -520 | -4.30% | Mar 31, 2024 |
| Capital Group U.S. Equity Fund | 0.31% | 10,648 | -1,548 | -12.69% | Jan 31, 2024 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.31% | 29,100 | - | - | Feb 29, 2024 |
| DIVIDEND & INCOME FUND | 0.31% | 13,500 | - | - | Dec 31, 2023 |
| Procure ETF Trust I | 0.30% | 105 | -39 | -27.08% | Jan 31, 2022 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.29% | 8,674 | -199 | -2.24% | Mar 31, 2024 |
| Rimrock Funds Trust | 0.29% | 35,000 | - | - | Feb 28, 2023 |
UnitedHealth Group's largest mutual fund holder by % of total assets is "Tekla World Healthcare Fund", owning 6.06M shares, compromising 5.05% of its total assets.
UnitedHealth Group Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 2,178 | -36.26% |
| 31 Mar, 24 | 3,417 | -0.84% |
| 31 Dec, 23 | 3,446 | 8.06% |
| 30 Sep, 23 | 3,189 | 0.06% |
| 30 Jun, 23 | 3,187 | 0.47% |
| 31 Mar, 23 | 3,172 | -1.58% |
| 31 Dec, 22 | 3,223 | 5.57% |
| 30 Sep, 22 | 3,053 | 1.39% |
| 30 Jun, 22 | 3,011 | 0.07% |
| 31 Mar, 22 | 3,009 | 1.48% |
| 31 Dec, 21 | 2,965 | 12.40% |
| 30 Sep, 21 | 2,638 | -0.23% |
| 30 Jun, 21 | 2,644 | 3.28% |
| 31 Mar, 21 | 2,560 | 1.15% |
| 31 Dec, 20 | 2,531 | 9.57% |
| 30 Sep, 20 | 2,310 | 1.76% |
| 30 Jun, 20 | 2,270 | 4.08% |
| 31 Mar, 20 | 2,181 | -2.20% |
| 31 Dec, 19 | 2,230 | 11.22% |
| 30 Sep, 19 | 2,005 | -1.18% |
| 30 Jun, 19 | 2,029 | 0.69% |
| 31 Mar, 19 | 2,015 | 1.77% |
| 31 Dec, 18 | 1,980 | 7.73% |
| 30 Sep, 18 | 1,838 | 2.11% |
| 30 Jun, 18 | 1,800 | 2.80% |
| 31 Mar, 18 | 1,751 | 1.45% |
| 31 Dec, 17 | 1,726 | 10.36% |
| 30 Sep, 17 | 1,564 | 1.96% |
| 30 Jun, 17 | 1,534 | 2.40% |
| 31 Mar, 17 | 1,498 | 1.97% |
| 31 Dec, 16 | 1,469 | 10.95% |
| 30 Sep, 16 | 1,324 | 0.30% |
| 30 Jun, 16 | 1,320 | 3.69% |
| 31 Mar, 16 | 1,273 | -0.39% |
| 31 Dec, 15 | 1,278 | 2.32% |
| 30 Sep, 15 | 1,249 | 0.24% |
| 30 Jun, 15 | 1,246 | 3.40% |
| 31 Mar, 15 | 1,205 | 4.24% |
| 31 Dec, 14 | 1,156 | 12.89% |
| 30 Sep, 14 | 1,024 | 1.39% |
| 30 Jun, 14 | 1,010 | 0.50% |
| 31 Mar, 14 | 1,005 | 1.21% |
| 31 Dec, 13 | 993 | 7.47% |
| 30 Sep, 13 | 924 | 3.94% |
| 30 Jun, 13 | 889 | 118.97% |
| 31 Mar, 13 | 406 | 1.75% |
| 31 Dec, 12 | 399 | 8.13% |
| 30 Sep, 12 | 369 | 0.82% |
| 30 Jun, 12 | 366 | 0.83% |
| 31 Mar, 12 | 363 | 5.83% |
| 31 Dec, 11 | 343 | 13.20% |
| 30 Sep, 11 | 303 | 0.33% |
| 30 Jun, 11 | 302 | 10.22% |
| 31 Mar, 11 | 274 | 3.79% |
| 31 Dec, 10 | 264 | 16.30% |
| 30 Sep, 10 | 227 | -2.16% |
| 30 Jun, 10 | 232 | -4.53% |
| 31 Mar, 10 | 243 | 5.65% |
| 31 Dec, 09 | 230 | 1.32% |
| 30 Sep, 09 | 227 | -0.87% |
| 30 Jun, 09 | 229 | 10.10% |
| 31 Mar, 09 | 208 | -0.48% |
| 31 Dec, 08 | 209 | 2.96% |
| 30 Sep, 08 | 203 | -5.14% |
| 30 Jun, 08 | 214 | 0.47% |
| 31 Mar, 08 | 213 | -10.88% |
| 31 Dec, 07 | 239 | 4.37% |
| 30 Sep, 07 | 229 | 3.62% |
| 30 Jun, 07 | 221 | -4.33% |
| 31 Mar, 07 | 231 | 0.87% |
| 31 Dec, 06 | 229 | 17.44% |
| 30 Sep, 06 | 195 | 2.09% |
| 30 Jun, 06 | 191 | -10.75% |
| 31 Mar, 06 | 214 | 7.00% |
| 31 Dec, 05 | 200 | 17.65% |
| 30 Sep, 05 | 170 | 7.59% |
| 30 Jun, 05 | 158 | 3.95% |
| 31 Mar, 05 | 152 | 7.04% |
| 31 Dec, 04 | 142 | 24.56% |
| 30 Sep, 04 | 114 | 4.59% |
| 30 Jun, 04 | 109 | -7.63% |
| 31 Mar, 04 | 118 | 11.32% |
| 31 Dec, 03 | 106 | 1.92% |
| 30 Sep, 03 | 104 | 36.84% |
| 30 Jun, 03 | 76 | -8.43% |
| 31 Mar, 03 | 83 | 12.16% |
| 31 Dec, 02 | 74 | 4.23% |
| 30 Sep, 02 | 71 | -1.39% |
| 30 Jun, 02 | 72 | 24.14% |
| 31 Mar, 02 | 58 | 20.83% |
| 31 Dec, 01 | 48 | -7.69% |
| 30 Sep, 01 | 52 | 6.12% |
| 30 Jun, 01 | 49 | -3.92% |
| 31 Mar, 01 | 51 | 13.33% |
| 31 Dec, 00 | 45 | 9.76% |
| 30 Sep, 00 | 41 | -4.65% |
| 30 Jun, 00 | 43 | 975.00% |
| 31 Mar, 00 | 4 | 300.00% |
| 31 Dec, 99 | 1 | - |
As of 30 Jun 24, 2,178 institutions are holding UnitedHealth Group's shares, representing a decrease of -36.26% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 145,776,944 | -81.86% |
| 31 Mar, 24 | 803,497,488 | -0.77% |
| 31 Dec, 23 | 809,757,321 | 2.37% |
| 30 Sep, 23 | 791,029,359 | -0.29% |
| 30 Jun, 23 | 793,357,071 | -9.41% |
| 31 Mar, 23 | 875,725,794 | 7.18% |
| 31 Dec, 22 | 817,042,745 | 0.13% |
| 30 Sep, 22 | 815,954,914 | -0.31% |
| 30 Jun, 22 | 818,476,023 | 0.02% |
| 31 Mar, 22 | 818,327,248 | -0.53% |
| 31 Dec, 21 | 822,723,490 | 0.28% |
| 30 Sep, 21 | 820,419,166 | -0.12% |
| 30 Jun, 21 | 821,370,871 | -0.41% |
| 31 Mar, 21 | 824,751,578 | -0.37% |
| 31 Dec, 20 | 827,787,635 | 0.00% |
| 30 Sep, 20 | 827,753,992 | -0.46% |
| 30 Jun, 20 | 831,576,174 | 0.24% |
| 31 Mar, 20 | 829,553,879 | -0.60% |
| 31 Dec, 19 | 834,586,752 | 2.08% |
| 30 Sep, 19 | 817,574,729 | -0.30% |
| 30 Jun, 19 | 820,011,423 | -0.24% |
| 31 Mar, 19 | 822,007,380 | -0.97% |
| 31 Dec, 18 | 830,025,954 | 0.08% |
| 30 Sep, 18 | 829,336,444 | -0.11% |
| 30 Jun, 18 | 830,272,273 | 0.58% |
| 31 Mar, 18 | 825,514,390 | -1.69% |
| 31 Dec, 17 | 839,709,790 | -0.42% |
| 30 Sep, 17 | 843,282,742 | 0.07% |
| 30 Jun, 17 | 842,716,689 | 0.52% |
| 31 Mar, 17 | 838,385,138 | 1.39% |
| 31 Dec, 16 | 826,885,191 | -0.13% |
| 30 Sep, 16 | 827,948,985 | 0.24% |
| 30 Jun, 16 | 825,926,599 | -4.64% |
| 31 Mar, 16 | 866,134,733 | 3.30% |
| 31 Dec, 15 | 838,427,860 | -0.42% |
| 30 Sep, 15 | 841,982,661 | 1.23% |
| 30 Jun, 15 | 831,712,883 | -0.33% |
| 31 Mar, 15 | 834,426,674 | -1.60% |
| 31 Dec, 14 | 848,006,484 | -0.73% |
| 30 Sep, 14 | 854,204,691 | -1.49% |
| 30 Jun, 14 | 867,102,118 | -1.22% |
| 31 Mar, 14 | 877,827,293 | 1.16% |
| 31 Dec, 13 | 867,746,339 | -0.99% |
| 30 Sep, 13 | 876,459,882 | 4.70% |
| 30 Jun, 13 | 837,140,965 | 113.71% |
| 31 Mar, 13 | 391,715,492 | 1.88% |
| 31 Dec, 12 | 384,499,144 | -6.45% |
| 30 Sep, 12 | 411,013,309 | -8.62% |
| 30 Jun, 12 | 449,802,730 | 39.45% |
| 31 Mar, 12 | 322,552,785 | -23.03% |
| 31 Dec, 11 | 419,037,925 | 11.49% |
| 30 Sep, 11 | 375,842,969 | -7.52% |
| 30 Jun, 11 | 406,399,480 | 12.91% |
| 31 Mar, 11 | 359,938,490 | 14.92% |
| 31 Dec, 10 | 313,218,206 | 3.82% |
| 30 Sep, 10 | 301,683,032 | -0.67% |
| 30 Jun, 10 | 303,716,734 | -12.99% |
| 31 Mar, 10 | 349,078,910 | 3.05% |
| 31 Dec, 09 | 338,747,961 | -16.72% |
| 30 Sep, 09 | 406,740,124 | -4.04% |
| 30 Jun, 09 | 423,871,718 | -6.77% |
| 31 Mar, 09 | 454,647,380 | -5.93% |
| 31 Dec, 08 | 483,299,558 | 21.58% |
| 30 Sep, 08 | 397,524,066 | 6.71% |
| 30 Jun, 08 | 372,510,110 | 31.18% |
| 31 Mar, 08 | 283,978,396 | 21.59% |
| 31 Dec, 07 | 233,553,109 | -2.49% |
| 30 Sep, 07 | 239,522,182 | -3.78% |
| 30 Jun, 07 | 248,927,374 | 43.27% |
| 31 Mar, 07 | 173,743,529 | -39.86% |
| 31 Dec, 06 | 288,891,633 | -27.09% |
| 30 Sep, 06 | 396,234,140 | 24.55% |
| 30 Jun, 06 | 318,141,246 | 14.17% |
| 31 Mar, 06 | 278,656,596 | 7.64% |
| 31 Dec, 05 | 258,882,428 | 7.68% |
| 30 Sep, 05 | 240,429,132 | -28.64% |
| 30 Jun, 05 | 336,900,728 | 117.54% |
| 31 Mar, 05 | 154,866,737 | -11.18% |
| 31 Dec, 04 | 174,369,487 | 4.69% |
| 30 Sep, 04 | 166,563,304 | 3.80% |
| 30 Jun, 04 | 160,464,093 | 14.43% |
| 31 Mar, 04 | 140,233,809 | 32.55% |
| 31 Dec, 03 | 105,793,545 | -17.02% |
| 30 Sep, 03 | 127,498,559 | 23.59% |
| 30 Jun, 03 | 103,164,520 | 97.93% |
| 31 Mar, 03 | 52,121,125 | 8.32% |
| 31 Dec, 02 | 48,118,631 | 19.91% |
| 30 Sep, 02 | 40,129,361 | -16.37% |
| 30 Jun, 02 | 47,981,667 | -37.19% |
| 31 Mar, 02 | 76,392,924 | 119.68% |
| 31 Dec, 01 | 34,774,439 | -11.58% |
| 30 Sep, 01 | 39,326,823 | -37.40% |
| 30 Jun, 01 | 62,827,156 | 3.56% |
| 31 Mar, 01 | 60,668,081 | 18.45% |
| 31 Dec, 00 | 51,219,704 | 60.11% |
| 30 Sep, 00 | 31,989,914 | -4.46% |
| 30 Jun, 00 | 33,484,888 | 6551.42% |
| 31 Mar, 00 | 503,425 | 7413.81% |
| 31 Dec, 99 | 6,700 | - |
UnitedHealth Group (UNH) has 145.78M shares outstanding as of 30 Jun 24, down -81.86% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 15.83% | 0.21% |
| 31 Mar, 24 | 87.25% | 1.15% |
| 31 Dec, 23 | 87.26% | 1.20% |
| 30 Sep, 23 | 85.42% | 1.17% |
| 30 Jun, 23 | 85.31% | 0.97% |
| 31 Mar, 23 | 93.86% | 1.23% |
| 31 Dec, 22 | 87.48% | 1.15% |
| 30 Sep, 22 | 87.27% | 1.14% |
| 30 Jun, 22 | 87.54% | 1.15% |
| 31 Mar, 22 | 87.15% | 1.14% |
| 31 Dec, 21 | 87.25% | 1.15% |
| 30 Sep, 21 | 87.00% | 1.15% |
| 30 Jun, 21 | 87.01% | 1.14% |
| 31 Mar, 21 | 87.28% | 1.15% |
| 31 Dec, 20 | 87.23% | 1.15% |
| 30 Sep, 20 | 87.13% | 1.13% |
| 30 Jun, 20 | 87.63% | 1.15% |
| 31 Mar, 20 | 87.41% | 1.14% |
| 31 Dec, 19 | 87.76% | 1.18% |
| 30 Sep, 19 | 86.15% | 1.16% |
| 30 Jun, 19 | 86.32% | 1.17% |
| 31 Mar, 19 | 85.80% | 1.15% |
| 31 Dec, 18 | 86.19% | 1.16% |
| 30 Sep, 18 | 86.21% | 1.15% |
| 30 Jun, 18 | 86.40% | 1.18% |
| 31 Mar, 18 | 85.46% | 1.14% |
| 31 Dec, 17 | 86.66% | 1.14% |
| 30 Sep, 17 | 87.12% | 1.14% |
| 30 Jun, 17 | 87.42% | 1.13% |
| 31 Mar, 17 | 87.88% | 1.16% |
| 31 Dec, 16 | 86.86% | 1.15% |
| 30 Sep, 16 | 86.97% | 1.15% |
| 30 Jun, 16 | 86.85% | 1.05% |
| 31 Mar, 16 | 90.89% | 1.17% |
| 31 Dec, 15 | 87.98% | 1.13% |
| 30 Sep, 15 | 88.35% | 1.16% |
| 30 Jun, 15 | 87.36% | 1.14% |
| 31 Mar, 15 | 87.47% | 1.11% |
| 31 Dec, 14 | 88.89% | 1.14% |
| 30 Sep, 14 | 88.15% | 1.12% |
| 30 Jun, 14 | 88.57% | 1.11% |
| 31 Mar, 14 | 89.30% | 1.16% |
| 31 Dec, 13 | 87.83% | 1.15% |
| 30 Sep, 13 | 87.30% | 1.27% |
| 30 Jun, 13 | 82.97% | 5.58% |
| 31 Mar, 13 | 38.55% | 2.75% |
| 31 Dec, 12 | 37.44% | 2.31% |
| 30 Sep, 12 | 40.22% | 2.10% |
| 30 Jun, 12 | 43.76% | 4.54% |
| 31 Mar, 12 | 31.04% | 1.89% |
| 31 Dec, 11 | 40.57% | 3.26% |
| 30 Sep, 11 | 35.29% | 2.47% |
| 30 Jun, 11 | 37.80% | 3.44% |
| 31 Mar, 11 | 33.14% | 3.92% |
| 31 Dec, 10 | 29.08% | 3.97% |
| 30 Sep, 10 | 27.06% | 3.73% |
| 30 Jun, 10 | 26.95% | 2.90% |
| 31 Mar, 10 | 30.49% | 3.62% |
| 31 Dec, 09 | 29.00% | 2.33% |
| 30 Sep, 09 | 35.28% | 2.69% |
| 30 Jun, 09 | 36.23% | 2.52% |
| 31 Mar, 09 | 37.95% | 2.33% |
| 31 Dec, 08 | 40.34% | 3.70% |
| 30 Sep, 08 | 33.02% | 3.52% |
| 30 Jun, 08 | 30.63% | 5.84% |
| 31 Mar, 08 | 22.90% | 6.46% |
| 31 Dec, 07 | 18.83% | 5.58% |
| 30 Sep, 07 | 18.37% | 5.21% |
| 30 Jun, 07 | 18.77% | 11.22% |
| 31 Mar, 07 | 12.94% | 2.80% |
| 31 Dec, 06 | 21.51% | 2.46% |
| 30 Sep, 06 | 29.55% | 5.23% |
| 30 Jun, 06 | 23.76% | 5.60% |
| 31 Mar, 06 | 20.60% | 5.63% |
| 31 Dec, 05 | 19.13% | 5.21% |
| 30 Sep, 05 | 19.16% | 2.67% |
| 30 Jun, 05 | 26.78% | 18.24% |
| 31 Mar, 05 | 12.12% | 6.51% |
| 31 Dec, 04 | 13.64% | 8.07% |
| 30 Sep, 04 | 13.00% | 7.52% |
| 30 Jun, 04 | 13.15% | 9.66% |
| 31 Mar, 04 | 11.67% | 14.57% |
| 31 Dec, 03 | 8.95% | 7.64% |
| 30 Sep, 03 | 10.82% | 14.16% |
| 30 Jun, 03 | 8.74% | 45.88% |
| 31 Mar, 03 | 4.37% | 27.79% |
| 31 Dec, 02 | 3.96% | 35.47% |
| 30 Sep, 02 | 3.34% | 21.61% |
| 30 Jun, 02 | 3.93% | 10.19% |
| 31 Mar, 02 | 6.21% | 80.28% |
| 31 Dec, 01 | 2.78% | 27.50% |
| 30 Sep, 01 | 3.18% | 12.62% |
| 30 Jun, 01 | 5.02% | 22.03% |
| 31 Mar, 01 | 4.77% | 29.39% |
| 31 Dec, 00 | 4.03% | 65.26% |
| 30 Sep, 00 | 2.49% | 37.55% |
| 30 Jun, 00 | 2.57% | 175587.47% |
| 31 Mar, 00 | 0.04% | 15027620.00% |
| 31 Dec, 99 | 0.00% | - |
As of 30 Jun 24, UnitedHealth Group is held by 15.83% institutional shareholders, representing a 0.21% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 1,072 | -35.85% |
| 31 Mar, 24 | 1,671 | -7.17% |
| 31 Dec, 23 | 1,800 | 10.50% |
| 30 Sep, 23 | 1,629 | 1.50% |
| 30 Jun, 23 | 1,605 | 5.52% |
| 31 Mar, 23 | 1,521 | -4.34% |
| 31 Dec, 22 | 1,590 | 16.31% |
| 30 Sep, 22 | 1,367 | -0.36% |
| 30 Jun, 22 | 1,372 | -4.06% |
| 31 Mar, 22 | 1,430 | -11.40% |
| 31 Dec, 21 | 1,614 | 18.50% |
| 30 Sep, 21 | 1,362 | 2.56% |
| 30 Jun, 21 | 1,328 | 2.79% |
| 31 Mar, 21 | 1,292 | -7.32% |
| 31 Dec, 20 | 1,394 | 26.96% |
| 30 Sep, 20 | 1,098 | -3.68% |
| 30 Jun, 20 | 1,140 | 9.72% |
| 31 Mar, 20 | 1,039 | -8.86% |
| 31 Dec, 19 | 1,140 | 14.69% |
| 30 Sep, 19 | 994 | -3.96% |
| 30 Jun, 19 | 1,035 | 2.68% |
| 31 Mar, 19 | 1,008 | 3.07% |
| 31 Dec, 18 | 978 | 18.55% |
| 30 Sep, 18 | 825 | 1.35% |
| 30 Jun, 18 | 814 | 4.90% |
| 31 Mar, 18 | 776 | -5.60% |
| 31 Dec, 17 | 822 | 30.06% |
| 30 Sep, 17 | 632 | -10.35% |
| 30 Jun, 17 | 705 | 4.44% |
| 31 Mar, 17 | 675 | -2.46% |
| 31 Dec, 16 | 692 | 22.05% |
| 30 Sep, 16 | 567 | 0.35% |
| 30 Jun, 16 | 565 | -0.18% |
| 31 Mar, 16 | 566 | 4.04% |
| 31 Dec, 15 | 544 | -4.56% |
| 30 Sep, 15 | 570 | 0.88% |
| 30 Jun, 15 | 565 | 6.40% |
| 31 Mar, 15 | 531 | -3.45% |
| 31 Dec, 14 | 550 | 46.28% |
| 30 Sep, 14 | 376 | -8.29% |
| 30 Jun, 14 | 410 | -5.53% |
| 31 Mar, 14 | 434 | -7.46% |
| 31 Dec, 13 | 469 | 23.75% |
| 30 Sep, 13 | 379 | -38.47% |
| 30 Jun, 13 | 616 | 176.23% |
| 31 Mar, 13 | 223 | 6.70% |
| 31 Dec, 12 | 209 | 2.45% |
| 30 Sep, 12 | 204 | 25.15% |
| 30 Jun, 12 | 163 | -7.39% |
| 31 Mar, 12 | 176 | -0.56% |
| 31 Dec, 11 | 177 | 4.12% |
| 30 Sep, 11 | 170 | -1.16% |
| 30 Jun, 11 | 172 | 15.44% |
| 31 Mar, 11 | 149 | 1.36% |
| 31 Dec, 10 | 147 | 26.72% |
| 30 Sep, 10 | 116 | -3.33% |
| 30 Jun, 10 | 120 | -7.69% |
| 31 Mar, 10 | 130 | 8.33% |
| 31 Dec, 09 | 120 | -0.83% |
| 30 Sep, 09 | 121 | 7.08% |
| 30 Jun, 09 | 113 | -2.59% |
| 31 Mar, 09 | 116 | -0.85% |
| 31 Dec, 08 | 117 | 23.16% |
| 30 Sep, 08 | 95 | -16.67% |
| 30 Jun, 08 | 114 | 3.64% |
| 31 Mar, 08 | 110 | -16.03% |
| 31 Dec, 07 | 131 | 16.96% |
| 30 Sep, 07 | 112 | -5.08% |
| 30 Jun, 07 | 118 | -11.28% |
| 31 Mar, 07 | 133 | -8.28% |
| 31 Dec, 06 | 145 | 29.46% |
| 30 Sep, 06 | 112 | - |
| 30 Jun, 06 | 112 | -13.85% |
| 31 Mar, 06 | 130 | -5.80% |
| 31 Dec, 05 | 138 | 46.81% |
| 30 Sep, 05 | 94 | -38.96% |
| 30 Jun, 05 | 154 | 69.23% |
| 31 Mar, 05 | 91 | 1.11% |
| 31 Dec, 04 | 90 | 20.00% |
| 30 Sep, 04 | 75 | 22.95% |
| 30 Jun, 04 | 61 | -22.78% |
| 31 Mar, 04 | 79 | 23.44% |
| 31 Dec, 03 | 64 | -4.48% |
| 30 Sep, 03 | 67 | -4.29% |
| 30 Jun, 03 | 70 | 32.08% |
| 31 Mar, 03 | 53 | 15.22% |
| 31 Dec, 02 | 46 | 17.95% |
| 30 Sep, 02 | 39 | -7.14% |
| 30 Jun, 02 | 42 | 5.00% |
| 31 Mar, 02 | 40 | 42.86% |
| 31 Dec, 01 | 28 | -17.65% |
| 30 Sep, 01 | 34 | -5.56% |
| 30 Jun, 01 | 36 | 2.86% |
| 31 Mar, 01 | 35 | -7.89% |
| 31 Dec, 00 | 38 | 65.22% |
| 30 Sep, 00 | 23 | -43.90% |
| 30 Jun, 00 | 41 | 925.00% |
| 31 Mar, 00 | 4 | 300.00% |
| 31 Dec, 99 | 1 | - |
1,072 institutional shareholders have increased their position in UNH stock as of 30 Jun 24 compared to 1,671 in the previous quarter (a -35.85% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 863 | -33.31% |
| 31 Mar, 24 | 1,294 | 6.24% |
| 31 Dec, 23 | 1,218 | 9.63% |
| 30 Sep, 23 | 1,111 | -4.55% |
| 30 Jun, 23 | 1,164 | -7.25% |
| 31 Mar, 23 | 1,255 | 3.38% |
| 31 Dec, 22 | 1,214 | 0.17% |
| 30 Sep, 22 | 1,212 | -0.08% |
| 30 Jun, 22 | 1,213 | 6.40% |
| 31 Mar, 22 | 1,140 | 19.25% |
| 31 Dec, 21 | 956 | 14.08% |
| 30 Sep, 21 | 838 | -9.70% |
| 30 Jun, 21 | 928 | 2.43% |
| 31 Mar, 21 | 906 | 9.69% |
| 31 Dec, 20 | 826 | -3.62% |
| 30 Sep, 20 | 857 | 3.25% |
| 30 Jun, 20 | 830 | -6.53% |
| 31 Mar, 20 | 888 | 10.72% |
| 31 Dec, 19 | 802 | 9.71% |
| 30 Sep, 19 | 731 | 1.67% |
| 30 Jun, 19 | 719 | -2.84% |
| 31 Mar, 19 | 740 | 1.51% |
| 31 Dec, 18 | 729 | 3.40% |
| 30 Sep, 18 | 705 | 1.73% |
| 30 Jun, 18 | 693 | -2.94% |
| 31 Mar, 18 | 714 | 6.57% |
| 31 Dec, 17 | 670 | 1.21% |
| 30 Sep, 17 | 662 | 11.07% |
| 30 Jun, 17 | 596 | -2.93% |
| 31 Mar, 17 | 614 | 8.29% |
| 31 Dec, 16 | 567 | 7.18% |
| 30 Sep, 16 | 529 | -3.29% |
| 30 Jun, 16 | 547 | 8.75% |
| 31 Mar, 16 | 503 | -4.91% |
| 31 Dec, 15 | 529 | 16.52% |
| 30 Sep, 15 | 454 | -4.22% |
| 30 Jun, 15 | 474 | -0.21% |
| 31 Mar, 15 | 475 | 12.03% |
| 31 Dec, 14 | 424 | -3.42% |
| 30 Sep, 14 | 439 | 8.40% |
| 30 Jun, 14 | 405 | 2.02% |
| 31 Mar, 14 | 397 | 9.37% |
| 31 Dec, 13 | 363 | -5.96% |
| 30 Sep, 13 | 386 | 105.32% |
| 30 Jun, 13 | 188 | 38.24% |
| 31 Mar, 13 | 136 | -2.86% |
| 31 Dec, 12 | 140 | 15.70% |
| 30 Sep, 12 | 121 | -24.38% |
| 30 Jun, 12 | 160 | 5.96% |
| 31 Mar, 12 | 151 | 21.77% |
| 31 Dec, 11 | 124 | 16.98% |
| 30 Sep, 11 | 106 | 10.42% |
| 30 Jun, 11 | 96 | 2.13% |
| 31 Mar, 11 | 94 | 11.90% |
| 31 Dec, 10 | 84 | 12.00% |
| 30 Sep, 10 | 75 | -14.77% |
| 30 Jun, 10 | 88 | 17.33% |
| 31 Mar, 10 | 75 | -8.54% |
| 31 Dec, 09 | 82 | 6.49% |
| 30 Sep, 09 | 77 | -15.38% |
| 30 Jun, 09 | 91 | 33.82% |
| 31 Mar, 09 | 68 | -12.82% |
| 31 Dec, 08 | 78 | -8.24% |
| 30 Sep, 08 | 85 | 10.39% |
| 30 Jun, 08 | 77 | -3.75% |
| 31 Mar, 08 | 80 | -1.23% |
| 31 Dec, 07 | 81 | -4.71% |
| 30 Sep, 07 | 85 | 16.44% |
| 30 Jun, 07 | 73 | 5.80% |
| 31 Mar, 07 | 69 | 13.11% |
| 31 Dec, 06 | 61 | - |
| 30 Sep, 06 | 61 | -6.15% |
| 30 Jun, 06 | 65 | -5.80% |
| 31 Mar, 06 | 69 | 64.29% |
| 31 Dec, 05 | 42 | -22.22% |
| 30 Sep, 05 | 54 | 5300.00% |
| 30 Jun, 05 | 1 | -97.56% |
| 31 Mar, 05 | 41 | 13.89% |
| 31 Dec, 04 | 36 | 9.09% |
| 30 Sep, 04 | 33 | -8.33% |
| 30 Jun, 04 | 36 | 24.14% |
| 31 Mar, 04 | 29 | - |
| 31 Dec, 03 | 29 | 11.54% |
| 30 Sep, 03 | 26 | 1200.00% |
| 30 Jun, 03 | 2 | -90.48% |
| 31 Mar, 03 | 21 | -8.70% |
| 31 Dec, 02 | 23 | 15.00% |
| 30 Sep, 02 | 20 | -20.00% |
| 30 Jun, 02 | 25 | 78.57% |
| 31 Mar, 02 | 14 | 16.67% |
| 31 Dec, 01 | 12 | - |
| 30 Sep, 01 | 12 | 33.33% |
| 30 Jun, 01 | 9 | -18.18% |
| 31 Mar, 01 | 11 | 175.00% |
| 31 Dec, 00 | 4 | -71.43% |
| 30 Sep, 00 | 14 | 1300.00% |
| 30 Jun, 00 | 1 | - |
| 31 Mar, 00 | - | - |
| 31 Dec, 99 | - | - |
863 institutional shareholders have reduced their position in UNH stock as of 30 Jun 24 compared to 1,294 in the previous quarter (a -33.31% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 2,178 | -36.26% | 145,776,944 | -81.86% | 15.83% | 0.21% | 1,072 | -35.85% | 863 | -33.31% |
| 31 Mar, 24 | 3,417 | -0.84% | 803,497,488 | -0.77% | 87.25% | 1.15% | 1,671 | -7.17% | 1,294 | 6.24% |
| 31 Dec, 23 | 3,446 | 8.06% | 809,757,321 | 2.37% | 87.26% | 1.20% | 1,800 | 10.50% | 1,218 | 9.63% |
| 30 Sep, 23 | 3,189 | 0.06% | 791,029,359 | -0.29% | 85.42% | 1.17% | 1,629 | 1.50% | 1,111 | -4.55% |
| 30 Jun, 23 | 3,187 | 0.47% | 793,357,071 | -9.41% | 85.31% | 0.97% | 1,605 | 5.52% | 1,164 | -7.25% |
| 31 Mar, 23 | 3,172 | -1.58% | 875,725,794 | 7.18% | 93.86% | 1.23% | 1,521 | -4.34% | 1,255 | 3.38% |
| 31 Dec, 22 | 3,223 | 5.57% | 817,042,745 | 0.13% | 87.48% | 1.15% | 1,590 | 16.31% | 1,214 | 0.17% |
| 30 Sep, 22 | 3,053 | 1.39% | 815,954,914 | -0.31% | 87.27% | 1.14% | 1,367 | -0.36% | 1,212 | -0.08% |
| 30 Jun, 22 | 3,011 | 0.07% | 818,476,023 | 0.02% | 87.54% | 1.15% | 1,372 | -4.06% | 1,213 | 6.40% |
| 31 Mar, 22 | 3,009 | 1.48% | 818,327,248 | -0.53% | 87.15% | 1.14% | 1,430 | -11.40% | 1,140 | 19.25% |
| 31 Dec, 21 | 2,965 | 12.40% | 822,723,490 | 0.28% | 87.25% | 1.15% | 1,614 | 18.50% | 956 | 14.08% |
| 30 Sep, 21 | 2,638 | -0.23% | 820,419,166 | -0.12% | 87.00% | 1.15% | 1,362 | 2.56% | 838 | -9.70% |
| 30 Jun, 21 | 2,644 | 3.28% | 821,370,871 | -0.41% | 87.01% | 1.14% | 1,328 | 2.79% | 928 | 2.43% |
| 31 Mar, 21 | 2,560 | 1.15% | 824,751,578 | -0.37% | 87.28% | 1.15% | 1,292 | -7.32% | 906 | 9.69% |
| 31 Dec, 20 | 2,531 | 9.57% | 827,787,635 | 0.00% | 87.23% | 1.15% | 1,394 | 26.96% | 826 | -3.62% |
| 30 Sep, 20 | 2,310 | 1.76% | 827,753,992 | -0.46% | 87.13% | 1.13% | 1,098 | -3.68% | 857 | 3.25% |
| 30 Jun, 20 | 2,270 | 4.08% | 831,576,174 | 0.24% | 87.63% | 1.15% | 1,140 | 9.72% | 830 | -6.53% |
| 31 Mar, 20 | 2,181 | -2.20% | 829,553,879 | -0.60% | 87.41% | 1.14% | 1,039 | -8.86% | 888 | 10.72% |
| 31 Dec, 19 | 2,230 | 11.22% | 834,586,752 | 2.08% | 87.76% | 1.18% | 1,140 | 14.69% | 802 | 9.71% |
| 30 Sep, 19 | 2,005 | -1.18% | 817,574,729 | -0.30% | 86.15% | 1.16% | 994 | -3.96% | 731 | 1.67% |
| 30 Jun, 19 | 2,029 | 0.69% | 820,011,423 | -0.24% | 86.32% | 1.17% | 1,035 | 2.68% | 719 | -2.84% |
| 31 Mar, 19 | 2,015 | 1.77% | 822,007,380 | -0.97% | 85.80% | 1.15% | 1,008 | 3.07% | 740 | 1.51% |
| 31 Dec, 18 | 1,980 | 7.73% | 830,025,954 | 0.08% | 86.19% | 1.16% | 978 | 18.55% | 729 | 3.40% |
| 30 Sep, 18 | 1,838 | 2.11% | 829,336,444 | -0.11% | 86.21% | 1.15% | 825 | 1.35% | 705 | 1.73% |
| 30 Jun, 18 | 1,800 | 2.80% | 830,272,273 | 0.58% | 86.40% | 1.18% | 814 | 4.90% | 693 | -2.94% |
| 31 Mar, 18 | 1,751 | 1.45% | 825,514,390 | -1.69% | 85.46% | 1.14% | 776 | -5.60% | 714 | 6.57% |
| 31 Dec, 17 | 1,726 | 10.36% | 839,709,790 | -0.42% | 86.66% | 1.14% | 822 | 30.06% | 670 | 1.21% |
| 30 Sep, 17 | 1,564 | 1.96% | 843,282,742 | 0.07% | 87.12% | 1.14% | 632 | -10.35% | 662 | 11.07% |
| 30 Jun, 17 | 1,534 | 2.40% | 842,716,689 | 0.52% | 87.42% | 1.13% | 705 | 4.44% | 596 | -2.93% |
| 31 Mar, 17 | 1,498 | 1.97% | 838,385,138 | 1.39% | 87.88% | 1.16% | 675 | -2.46% | 614 | 8.29% |
| 31 Dec, 16 | 1,469 | 10.95% | 826,885,191 | -0.13% | 86.86% | 1.15% | 692 | 22.05% | 567 | 7.18% |
| 30 Sep, 16 | 1,324 | 0.30% | 827,948,985 | 0.24% | 86.97% | 1.15% | 567 | 0.35% | 529 | -3.29% |
| 30 Jun, 16 | 1,320 | 3.69% | 825,926,599 | -4.64% | 86.85% | 1.05% | 565 | -0.18% | 547 | 8.75% |
| 31 Mar, 16 | 1,273 | -0.39% | 866,134,733 | 3.30% | 90.89% | 1.17% | 566 | 4.04% | 503 | -4.91% |
| 31 Dec, 15 | 1,278 | 2.32% | 838,427,860 | -0.42% | 87.98% | 1.13% | 544 | -4.56% | 529 | 16.52% |
| 30 Sep, 15 | 1,249 | 0.24% | 841,982,661 | 1.23% | 88.35% | 1.16% | 570 | 0.88% | 454 | -4.22% |
| 30 Jun, 15 | 1,246 | 3.40% | 831,712,883 | -0.33% | 87.36% | 1.14% | 565 | 6.40% | 474 | -0.21% |
| 31 Mar, 15 | 1,205 | 4.24% | 834,426,674 | -1.60% | 87.47% | 1.11% | 531 | -3.45% | 475 | 12.03% |
| 31 Dec, 14 | 1,156 | 12.89% | 848,006,484 | -0.73% | 88.89% | 1.14% | 550 | 46.28% | 424 | -3.42% |
| 30 Sep, 14 | 1,024 | 1.39% | 854,204,691 | -1.49% | 88.15% | 1.12% | 376 | -8.29% | 439 | 8.40% |
| 30 Jun, 14 | 1,010 | 0.50% | 867,102,118 | -1.22% | 88.57% | 1.11% | 410 | -5.53% | 405 | 2.02% |
| 31 Mar, 14 | 1,005 | 1.21% | 877,827,293 | 1.16% | 89.30% | 1.16% | 434 | -7.46% | 397 | 9.37% |
| 31 Dec, 13 | 993 | 7.47% | 867,746,339 | -0.99% | 87.83% | 1.15% | 469 | 23.75% | 363 | -5.96% |
| 30 Sep, 13 | 924 | 3.94% | 876,459,882 | 4.70% | 87.30% | 1.27% | 379 | -38.47% | 386 | 105.32% |
| 30 Jun, 13 | 889 | 118.97% | 837,140,965 | 113.71% | 82.97% | 5.58% | 616 | 176.23% | 188 | 38.24% |
| 31 Mar, 13 | 406 | 1.75% | 391,715,492 | 1.88% | 38.55% | 2.75% | 223 | 6.70% | 136 | -2.86% |
| 31 Dec, 12 | 399 | 8.13% | 384,499,144 | -6.45% | 37.44% | 2.31% | 209 | 2.45% | 140 | 15.70% |
| 30 Sep, 12 | 369 | 0.82% | 411,013,309 | -8.62% | 40.22% | 2.10% | 204 | 25.15% | 121 | -24.38% |
| 30 Jun, 12 | 366 | 0.83% | 449,802,730 | 39.45% | 43.76% | 4.54% | 163 | -7.39% | 160 | 5.96% |
| 31 Mar, 12 | 363 | 5.83% | 322,552,785 | -23.03% | 31.04% | 1.89% | 176 | -0.56% | 151 | 21.77% |
| 31 Dec, 11 | 343 | 13.20% | 419,037,925 | 11.49% | 40.57% | 3.26% | 177 | 4.12% | 124 | 16.98% |
| 30 Sep, 11 | 303 | 0.33% | 375,842,969 | -7.52% | 35.29% | 2.47% | 170 | -1.16% | 106 | 10.42% |
| 30 Jun, 11 | 302 | 10.22% | 406,399,480 | 12.91% | 37.80% | 3.44% | 172 | 15.44% | 96 | 2.13% |
| 31 Mar, 11 | 274 | 3.79% | 359,938,490 | 14.92% | 33.14% | 3.92% | 149 | 1.36% | 94 | 11.90% |
| 31 Dec, 10 | 264 | 16.30% | 313,218,206 | 3.82% | 29.08% | 3.97% | 147 | 26.72% | 84 | 12.00% |
| 30 Sep, 10 | 227 | -2.16% | 301,683,032 | -0.67% | 27.06% | 3.73% | 116 | -3.33% | 75 | -14.77% |
| 30 Jun, 10 | 232 | -4.53% | 303,716,734 | -12.99% | 26.95% | 2.90% | 120 | -7.69% | 88 | 17.33% |
| 31 Mar, 10 | 243 | 5.65% | 349,078,910 | 3.05% | 30.49% | 3.62% | 130 | 8.33% | 75 | -8.54% |
| 31 Dec, 09 | 230 | 1.32% | 338,747,961 | -16.72% | 29.00% | 2.33% | 120 | -0.83% | 82 | 6.49% |
| 30 Sep, 09 | 227 | -0.87% | 406,740,124 | -4.04% | 35.28% | 2.69% | 121 | 7.08% | 77 | -15.38% |
| 30 Jun, 09 | 229 | 10.10% | 423,871,718 | -6.77% | 36.23% | 2.52% | 113 | -2.59% | 91 | 33.82% |
| 31 Mar, 09 | 208 | -0.48% | 454,647,380 | -5.93% | 37.95% | 2.33% | 116 | -0.85% | 68 | -12.82% |
| 31 Dec, 08 | 209 | 2.96% | 483,299,558 | 21.58% | 40.34% | 3.70% | 117 | 23.16% | 78 | -8.24% |
| 30 Sep, 08 | 203 | -5.14% | 397,524,066 | 6.71% | 33.02% | 3.52% | 95 | -16.67% | 85 | 10.39% |
| 30 Jun, 08 | 214 | 0.47% | 372,510,110 | 31.18% | 30.63% | 5.84% | 114 | 3.64% | 77 | -3.75% |
| 31 Mar, 08 | 213 | -10.88% | 283,978,396 | 21.59% | 22.90% | 6.46% | 110 | -16.03% | 80 | -1.23% |
| 31 Dec, 07 | 239 | 4.37% | 233,553,109 | -2.49% | 18.83% | 5.58% | 131 | 16.96% | 81 | -4.71% |
| 30 Sep, 07 | 229 | 3.62% | 239,522,182 | -3.78% | 18.37% | 5.21% | 112 | -5.08% | 85 | 16.44% |
| 30 Jun, 07 | 221 | -4.33% | 248,927,374 | 43.27% | 18.77% | 11.22% | 118 | -11.28% | 73 | 5.80% |
| 31 Mar, 07 | 231 | 0.87% | 173,743,529 | -39.86% | 12.94% | 2.80% | 133 | -8.28% | 69 | 13.11% |
| 31 Dec, 06 | 229 | 17.44% | 288,891,633 | -27.09% | 21.51% | 2.46% | 145 | 29.46% | 61 | - |
| 30 Sep, 06 | 195 | 2.09% | 396,234,140 | 24.55% | 29.55% | 5.23% | 112 | - | 61 | -6.15% |
| 30 Jun, 06 | 191 | -10.75% | 318,141,246 | 14.17% | 23.76% | 5.60% | 112 | -13.85% | 65 | -5.80% |
| 31 Mar, 06 | 214 | 7.00% | 278,656,596 | 7.64% | 20.60% | 5.63% | 130 | -5.80% | 69 | 64.29% |
| 31 Dec, 05 | 200 | 17.65% | 258,882,428 | 7.68% | 19.13% | 5.21% | 138 | 46.81% | 42 | -22.22% |
| 30 Sep, 05 | 170 | 7.59% | 240,429,132 | -28.64% | 19.16% | 2.67% | 94 | -38.96% | 54 | 5300.00% |
| 30 Jun, 05 | 158 | 3.95% | 336,900,728 | 117.54% | 26.78% | 18.24% | 154 | 69.23% | 1 | -97.56% |
| 31 Mar, 05 | 152 | 7.04% | 154,866,737 | -11.18% | 12.12% | 6.51% | 91 | 1.11% | 41 | 13.89% |
| 31 Dec, 04 | 142 | 24.56% | 174,369,487 | 4.69% | 13.64% | 8.07% | 90 | 20.00% | 36 | 9.09% |
| 30 Sep, 04 | 114 | 4.59% | 166,563,304 | 3.80% | 13.00% | 7.52% | 75 | 22.95% | 33 | -8.33% |
| 30 Jun, 04 | 109 | -7.63% | 160,464,093 | 14.43% | 13.15% | 9.66% | 61 | -22.78% | 36 | 24.14% |
| 31 Mar, 04 | 118 | 11.32% | 140,233,809 | 32.55% | 11.67% | 14.57% | 79 | 23.44% | 29 | - |
| 31 Dec, 03 | 106 | 1.92% | 105,793,545 | -17.02% | 8.95% | 7.64% | 64 | -4.48% | 29 | 11.54% |
| 30 Sep, 03 | 104 | 36.84% | 127,498,559 | 23.59% | 10.82% | 14.16% | 67 | -4.29% | 26 | 1200.00% |
| 30 Jun, 03 | 76 | -8.43% | 103,164,520 | 97.93% | 8.74% | 45.88% | 70 | 32.08% | 2 | -90.48% |
| 31 Mar, 03 | 83 | 12.16% | 52,121,125 | 8.32% | 4.37% | 27.79% | 53 | 15.22% | 21 | -8.70% |
| 31 Dec, 02 | 74 | 4.23% | 48,118,631 | 19.91% | 3.96% | 35.47% | 46 | 17.95% | 23 | 15.00% |
| 30 Sep, 02 | 71 | -1.39% | 40,129,361 | -16.37% | 3.34% | 21.61% | 39 | -7.14% | 20 | -20.00% |
| 30 Jun, 02 | 72 | 24.14% | 47,981,667 | -37.19% | 3.93% | 10.19% | 42 | 5.00% | 25 | 78.57% |
| 31 Mar, 02 | 58 | 20.83% | 76,392,924 | 119.68% | 6.21% | 80.28% | 40 | 42.86% | 14 | 16.67% |
| 31 Dec, 01 | 48 | -7.69% | 34,774,439 | -11.58% | 2.78% | 27.50% | 28 | -17.65% | 12 | - |
| 30 Sep, 01 | 52 | 6.12% | 39,326,823 | -37.40% | 3.18% | 12.62% | 34 | -5.56% | 12 | 33.33% |
| 30 Jun, 01 | 49 | -3.92% | 62,827,156 | 3.56% | 5.02% | 22.03% | 36 | 2.86% | 9 | -18.18% |
| 31 Mar, 01 | 51 | 13.33% | 60,668,081 | 18.45% | 4.77% | 29.39% | 35 | -7.89% | 11 | 175.00% |
| 31 Dec, 00 | 45 | 9.76% | 51,219,704 | 60.11% | 4.03% | 65.26% | 38 | 65.22% | 4 | -71.43% |
| 30 Sep, 00 | 41 | -4.65% | 31,989,914 | -4.46% | 2.49% | 37.55% | 23 | -43.90% | 14 | 1300.00% |
| 30 Jun, 00 | 43 | 975.00% | 33,484,888 | 6551.42% | 2.57% | 175587.47% | 41 | 925.00% | 1 | - |
| 31 Mar, 00 | 4 | 300.00% | 503,425 | 7413.81% | 0.04% | 15027620.00% | 4 | 300.00% | - | - |
| 31 Dec, 99 | 1 | - | 6,700 | - | 0.00% | - | 1 | - | - | - |
UnitedHealth Group Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of UnitedHealth Group's stock was made by ROOS THOMAS E on Jul 19 2024, selling 2,851 shares at $569.88 per share (valued at $1.62M).
UnitedHealth Group Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 11 | 4 | 275.00% |
| Q2 2024 | 35 | 32 | 109.38% |
| Q1 2024 | 49 | 43 | 113.95% |
| Q4 2023 | 30 | 13 | 230.77% |
| Q3 2023 | 27 | 6 | 450.00% |
| Q2 2023 | 30 | 10 | 300.00% |
| Q1 2023 | 62 | 30 | 206.67% |
| Q4 2022 | 26 | 10 | 260.00% |
| Q3 2022 | 19 | 10 | 190.00% |
| Q2 2022 | 26 | 16 | 162.50% |
| Q1 2022 | 43 | 40 | 107.50% |
| Q4 2021 | 24 | 14 | 171.43% |
| Q3 2021 | 26 | 16 | 162.50% |
| Q2 2021 | 27 | 26 | 103.85% |
| Q1 2021 | 41 | 37 | 110.81% |
| Q4 2020 | 28 | 29 | 96.55% |
| Q3 2020 | 28 | 13 | 215.38% |
| Q2 2020 | 25 | 6 | 416.67% |
| Q1 2020 | 49 | 48 | 102.08% |
| Q4 2019 | 29 | 13 | 223.08% |
11 total buy trades, and 4 total sell trades (buy/sell ratio of 2.75%) were made by UnitedHealth Group's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 2 | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | 3 | - |
| Q4 2023 | - | 3 | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | - | 4 | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | 2 | - |
| Q3 2022 | - | 5 | - |
| Q2 2022 | 1 | 5 | 20.00% |
| Q1 2022 | 1 | 8 | 12.50% |
| Q4 2021 | - | 6 | - |
| Q3 2021 | - | 10 | - |
| Q2 2021 | - | 8 | - |
| Q1 2021 | 1 | 10 | 10.00% |
| Q4 2020 | - | 11 | - |
| Q3 2020 | - | 7 | - |
| Q2 2020 | - | 1 | - |
| Q1 2020 | - | 7 | - |
| Q4 2019 | - | 3 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of UnitedHealth Group's stocks.
UNH Ownership FAQ
Who Owns UnitedHealth Group?
UnitedHealth Group is owned by institutional shareholders (15.83%), insiders (0.23%), and public (83.94%). The largest institutional shareholder of UnitedHealth Group is VANGUARD GROUP INC (9.12% of total shares) and the top mutual fund owner is Tekla World Healthcare Fund (5.05% of total shares).
Who are the major institutional shareholders of UnitedHealth Group?
UnitedHealth Group's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, FMR LLC, and CAPITAL WORLD INVESTORS. The top five shareholders own together 28.57% of the company's share outstanding.
How many UnitedHealth Group shareholders are there?
As of Jun 2024, there are 2,178 institutional shareholders of UnitedHealth Group.
What percentage of UnitedHealth Group is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 83.95M shares of UnitedHealth Group, representing 9.12% of the company's total shares outstanding, valued at $42.75B (as of Jun 2024).
What percentage of UnitedHealth Group is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 73.43M shares of UnitedHealth Group (UNH), compromising 7.97% of the company, valued at $37.39B.
What percentage of UnitedHealth Group is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of UnitedHealth Group. The company owns 44.98M of the company's shares outstanding (worth $22.9T).