UnitedHealth Group Ownership | Who Owns UnitedHealth Group?
UnitedHealth Group Ownership Summary
UnitedHealth Group is owned by 86.95% institutional investors, 0.23% insiders, and 12.82% retail investors. Vanguard group is the largest institutional shareholder, holding 9.12% of UNH shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.17% of its assets in UnitedHealth Group shares.
UNH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | UnitedHealth Group | 86.95% | 0.23% | 12.82% |
| Sector | Healthcare Stocks | 49.73% | 8.84% | 41.43% |
| Industry | Healthcare Plans Stocks | 79.50% | 1.73% | 18.78% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 83.95M | 9.12% | $42.75B |
| Blackrock | 73.43M | 7.97% | $37.39B |
| State street | 44.98M | 4.88% | $22.90B |
| Fmr | 32.70M | 3.55% | $16.65B |
| Capital world investors | 28.02M | 3.04% | $14.27B |
| Price t rowe associates inc /md/ | 26.02M | 2.83% | $13.25B |
| Wellington management group llp | 25.88M | 2.81% | $13.18B |
| Jpmorgan chase | 24.35M | 2.64% | $12.40B |
| Morgan stanley | 20.05M | 2.18% | $10.21B |
| Geode capital management | 19.32M | 2.10% | $9.81B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Garrison bradford & associates | 40.28K | 21.07% | $20.51M |
| Central valley advisors | 3.47K | 16.41% | $38.44M |
| Manchester global management (uk) | 154.92K | 13.87% | $78.89M |
| Thunderbird partners llp | 90.78K | 10.98% | $46.23M |
| Consulta | 300.00K | 10.41% | $152.78M |
| Healthinvest partners ab | 31.68K | 9.84% | $16.13M |
| Jpb foundation | 179.35K | 9.78% | $91.34M |
| Abrams bison investments | 186.00K | 9.29% | $94.72M |
| Caden capital partners, lp | 47.45K | 8.74% | $24.16M |
| Mark sheptoff financial planning | 28.58K | 8.14% | $14.56M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 11.71M | 0.89% | 11.71M |
| Capital research global investors | 17.57M | 1.96% | 4.41M |
| Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | 3.93M | 2.05% | 2.46M |
| Tiger global management | 2.35M | 5.53% | 2.35M |
| Capital investors | 13.32M | 1.40% | 1.82M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jennison associates | 240.51K | 0.08% | -3.46M |
| Fmr | 32.70M | 1.07% | -2.97M |
| Alliancebernstein | 7.92M | 1.41% | -2.49M |
| Nordea investment management ab | 778.60K | 0.46% | -903.20K |
| Winslow capital management | 505.23K | 0.93% | -815.89K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 11.71M | 0.89% | 11.71M | $5.96B |
| Tiger global management | 2.35M | 5.53% | 2.35M | $1.20B |
| Steadfast capital management lp | 369.37K | 3.96% | 369.37K | $188.10M |
| Carmignac gestion | 348.15K | 3.04% | 348.15K | $177.28M |
| Manning & napier advisors | 317.51K | 1.83% | 317.51K | $161.70M |
Sold Out
| Holder | Change |
|---|---|
| Newsquare capital | -3.00 |
| Thomas j. herzfeld advisors | -3.00 |
| Impact partnership wealth | -3.00 |
| Abich financial wealth management | -6.00 |
| Elequin securities | -9.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 3,202 | 0.06% | 791,263,171 | -1.60% | 85 | 1.14% | 1,635 | 1.49% | 1,115 | -4.62% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 29.16M | 3.17% | -103.55K |
| Vanguard Institutional 500 Index Trust | 24.47M | 2.66% | 287.42K |
| Fidelity 500 Index | 11.35M | 1.23% | 12.65K |
| SPDR® S&P 500® ETF Trust | 11.20M | 1.21% | -4.99K |
| iShares Core S&P 500 ETF | 10.28M | 1.12% | 15.83K |
| American Funds Washington Mutual A | 9.89M | 1.07% | -743.49K |
| Capital Group Wash Mutual Invtrs Comp | 9.89M | 1.07% | -743.49K |
| American Funds Growth Fund of Amer A | 9.53M | 1.03% | 235.08K |
| Capital Group Growth Fnd of Amer Comp | 9.53M | 1.03% | 235.08K |
| American Funds American Balanced A | 8.56M | 0.93% | -120.92K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Feb 23, 2024 | ROOS THOMAS E | Chief Accounting Officer | Sell | $451.13K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 3 |
| 2023 Q4 | - | 3 |
UNH Ownership FAQ
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