UnitedHealth Group Incorporated (UNH) Ownership

330.91 ↓2.58 (-0.77%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of UnitedHealth Group Incorporated (UNH), owning a total of 90.9 million shares. Combined, the top 35 institutional holders of UNH own 72.20% of the company with a total of 657.4 million shares.

In the latest ownership report on June 30th 2025, the top 35 institutional holders decreased their combined ownership of UNH by 17.3 million shares. 9 institutions bought 11,683,220 total additional shares and increased their ownership by an average of 20.83%. However 11 institutions sold 29,004,990 total shares and decreased their ownership by an average of 12.16%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of UnitedHealth Group Incorporated decreased by a net total of -17,321,770 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.039%	0.210%	90,920,375	190,790	2025-06-30
BlackRock Inc	8.316%	1.376%	75,312,087	1,021,868	2025-06-30
State Street Corp	4.961%	-0.909%	44,926,544	-411,970	2025-06-30
Wellington Management Company LLP	2.674%	-6.324%	24,213,314	-1,634,626	2025-06-30
T. Rowe Price Associates, Inc.	2.420%	2.452%	21,917,663	524,502	2025-06-30
Geode Capital Management, LLC	2.353%	3.271%	21,312,182	675,075	2025-06-30
JPMorgan Chase & Co	2.208%	-23.951%	19,996,223	-6,297,614	2025-06-30
Capital World Investors	2.024%	-19.544%	18,327,740	-4,452,015	2025-06-30
FMR Inc	1.855%	-30.615%	16,803,355	-7,414,111	2025-06-30
Capital Research & Mgmt Co - Division 3	1.739%	-5.390%	15,752,612	-897,495	2025-06-30
Morgan Stanley - Brokerage Accounts	1.668%	-29.311%	15,102,503	-6,262,215	2025-06-30
NORGES BANK	1.358%	-2.411%	12,299,923	-303,848	2025-06-30
Bank of America Corp	1.143%	20.741%	10,353,089	1,778,488	2025-06-30
Northern Trust Corp	0.990%	-3.932%	8,965,583	-366,961	2025-06-30
Dodge & Cox	0.966%	117.656%	8,750,560	4,730,192	2025-06-30
UBS Asset Mgmt Americas Inc	0.951%	15.666%	8,608,589	1,165,938	2025-06-30
Royal Bank of Canada	0.875%	-8.267%	7,928,348	-714,459	2025-06-30
Bank of New York Mellon Corp	0.870%	-3.072%	7,878,498	-249,676	2025-06-30
Charles Schwab Investment Management Inc	0.828%	6.111%	7,502,469	432,084	2025-06-30
Goldman Sachs Group Inc	0.773%	19.959%	6,997,689	1,164,283	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.039%	0.210%	90,920,375	190,790	2025-06-30
BlackRock Inc	8.316%	1.376%	75,312,087	1,021,868	2025-06-30
OFI Invest Asset Management	6.699%	0.000%	62,048,704	62,048,704	2023-03-31
State Street Corporation	4.949%	0.396%	45,699,253	180,333	2024-03-31
State Street Corp	4.961%	-0.909%	44,926,544	-411,970	2025-06-30
Wellington Management Company LLP	2.674%	-6.324%	24,213,314	-1,634,626	2025-06-30
T. Rowe Price Associates, Inc.	2.420%	2.452%	21,917,663	524,502	2025-06-30
Geode Capital Management, LLC	2.353%	3.271%	21,312,182	675,075	2025-06-30
Capital Research Global Investors	2.296%	15.922%	20,827,122	2,860,632	2025-03-31
JPMorgan Chase & Co	2.208%	-23.951%	19,996,223	-6,297,614	2025-06-30
Capital World Investors	2.024%	-19.544%	18,327,740	-4,452,015	2025-06-30
FMR Inc	1.855%	-30.615%	16,803,355	-7,414,111	2025-06-30
Capital Research & Mgmt Co - Division 3	1.739%	-5.390%	15,752,612	-897,495	2025-06-30
Morgan Stanley - Brokerage Accounts	1.668%	-29.311%	15,102,503	-6,262,215	2025-06-30
NORGES BANK	1.358%	-2.411%	12,299,923	-303,848	2025-06-30
Bank of America Corp	1.143%	20.741%	10,353,089	1,778,488	2025-06-30
Northern Trust Corp	0.990%	-3.932%	8,965,583	-366,961	2025-06-30
Franklin Resources Inc	0.976%	-0.835%	8,849,228	-74,542	2025-03-31
Dodge & Cox	0.966%	117.656%	8,750,560	4,730,192	2025-06-30
UBS Asset Mgmt Americas Inc	0.951%	15.666%	8,608,589	1,165,938	2025-06-30
GAMMA Investing LLC	0.907%	56,142.100%	8,295,153	8,280,404	2025-03-31
Legal & General Group PLC	0.897%	-0.493%	8,258,213	-40,942	2024-09-30
Wells Fargo & Co	0.862%	-2.868%	7,934,948	-234,249	2024-09-30
Royal Bank of Canada	0.875%	-8.267%	7,928,348	-714,459	2025-06-30
Bank of New York Mellon Corp	0.870%	-3.072%	7,878,498	-249,676	2025-06-30
Charles Schwab Investment Management Inc	0.828%	6.111%	7,502,469	432,084	2025-06-30
AllianceBernstein L.P.	0.828%	-0.313%	7,498,702	-23,539	2025-03-31
Nuveen, LLC	0.810%	0.000%	7,344,656	7,344,656	2025-03-31
Nuveen Asset Management, LLC	0.761%	-1.626%	7,042,544	-116,367	2023-09-30
Goldman Sachs Group Inc	0.773%	19.959%	6,997,689	1,164,283	2025-06-30
ClearBridge Advisors, LLC	0.742%	-10.220%	6,928,935	-788,718	2022-12-31
Sanders Capital, LLC	0.739%	0.151%	6,903,574	10,411	2022-09-30
Amvescap Plc.	0.665%	15.072%	6,121,260	801,771	2024-09-30
DZ BANK AG Deutsche Zentral-Genossenschaftsbank Fr	0.552%	29.146%	5,079,476	1,146,338	2024-09-30
ClearBridge Advisors, LLC USD	0.511%	-4.877%	4,700,423	-241,009	2024-09-30

Mutual Fund Ownership

Performer (AFRIS) is the biggest individual fund holder of UnitedHealth Group Incorporated (UNH), owning a total of 55.1 million shares. Combined, the top 41 mutual fund holders of UNH own 48.94% of the company with a total of 447.1 million shares.

In the latest ownership report on August 31st 2025, the top 41 fund holders increased their combined ownership of UNH by 128 thousand shares. 2 funds bought 144,881 total additional shares and increased their ownership by an average of 0.70%. However 2 funds sold 16,696 total shares and decreased their ownership by an average of 0.16%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding UnitedHealth Group Incorporated increased by a net total of 128,185 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF	1.210%	1.246%	10,955,548	134,849	2025-08-31
iShares Core S&P 500 ETF	1.205%	0.000%	10,915,559	0	2025-08-31
The Health Care Select Sector SPDR® ETF	0.684%	0.162%	6,194,291	10,032	2025-08-31
SPDR® Dow Jones Industrial Avrg ETF Tr	0.589%	-0.173%	5,333,032	-9,216	2025-08-31
State St S&P 500® Indx SL Cl III	0.535%	-0.154%	4,842,088	-7,480	2025-08-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Performer (AFRIS)	5.967%	0.000%	55,103,764	55,103,764	2024-02-29
Vanguard US Total Market Shares ETF	3.199%	0.390%	29,258,724	113,673	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.128%	1.812%	28,930,648	514,865	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.148%	-2.259%	28,506,812	-658,866	2025-07-31
Vanguard Institutional 500 Index Trust	2.885%	0.696%	26,174,096	180,797	2025-05-31
Vanguard 500 Index Investor	2.479%	-12.778%	22,454,836	-3,289,610	2025-07-31
2ndVote Advisers LIF Index	2.370%	0.000%	21,924,182	0	2023-03-31
Fidelity 500 Index	1.270%	0.043%	11,498,918	4,938	2025-07-31
SPDR® S&P 500 ETF	1.252%	-1.479%	11,447,387	-171,810	2025-03-31
SPDR® S&P 500® ETF Trust	1.218%	-0.522%	11,143,886	-58,428	2025-03-31
SPDR® S&P 500 ETF Trust	1.201%	0.701%	11,048,850	76,860	2024-05-30
SPDR® S&P 500® ETF	1.210%	1.246%	10,955,548	134,849	2025-08-31
iShares Core S&P 500 ETF	1.205%	0.000%	10,915,559	0	2025-08-31
Fidelity® 500 Index	1.167%	0.640%	10,794,055	68,690	2023-11-30
Capital Group Wash Mutual Invtrs Comp	0.926%	-12.762%	8,386,494	-1,226,900	2025-06-30
American Funds Washington Mutual A	0.926%	-12.762%	8,386,494	-1,226,900	2025-06-30
American Funds Invmt Co of Amer A	0.918%	25.357%	8,323,885	1,683,758	2025-03-31
Capital Group Investment Co of Amer Comp	0.918%	25.357%	8,323,885	1,683,758	2025-03-31
Fidelity® Contrafund®	0.889%	0.000%	8,222,399	0	2023-11-30
Vanguard Value Index Inv	0.888%	-0.116%	8,039,996	-9,329	2025-07-31
Health Care Select Sector SPDR® ETF	0.728%	-0.224%	6,702,074	-15,024	2024-05-30
American Funds American Balanced A	0.721%	-11.324%	6,530,911	-833,959	2025-06-30
The Health Care Select Sector SPDR® ETF	0.684%	0.162%	6,194,291	10,032	2025-08-31
Vanguard Health Care Inv	0.682%	0.788%	6,178,065	48,314	2025-06-30
2ndVote Advisers SDI Index	0.651%	0.000%	6,020,668	0	2023-03-31
Dodge & Cox Stock I	0.662%	117.409%	5,994,760	3,237,400	2025-06-30
Vanguard Institutional Index I	0.606%	-1.101%	5,483,822	-61,040	2025-07-31
SPDR® Dow Jones Industrial Avrg ETF Tr	0.589%	-0.173%	5,333,032	-9,216	2025-08-31
Fidelity Contrafund	0.573%	-5.807%	5,273,803	-325,100	2024-05-31
Loomis Sayles Long Corp Disc Alpha	0.547%	0.000%	4,950,000	4,950,000	2025-06-30
Vanguard Dividend Appreciation ETF	0.538%	0.195%	4,874,130	9,460	2025-07-31
State St S&P 500® Indx SL Cl III	0.535%	-0.154%	4,842,088	-7,480	2025-08-31
Capital Group American Mutual Comp	0.504%	7.524%	4,610,892	322,635	2024-12-31
American Funds American Mutual A	0.504%	7.524%	4,610,892	322,635	2024-12-31
Vanguard Equity-Income Inv	0.504%	21.818%	4,562,131	817,091	2025-06-30
Capital Group Growth Fnd of Amer Comp	0.498%	-44.782%	4,513,711	-3,660,653	2025-06-30
American Funds Growth Fund of Amer A	0.498%	-44.782%	4,513,711	-3,660,653	2025-06-30
Capital Group World Growth & Inc Cmp	0.473%	0.000%	4,364,009	0	2023-12-31
American Funds Capital World Gr&Inc A	0.473%	0.000%	4,364,009	0	2023-12-31
Capital Group Fundamental Invtrs Comp	0.405%	-21.809%	3,673,082	-1,024,487	2025-06-30
American Funds Fundamental Invs A	0.405%	-21.809%	3,673,082	-1,024,487	2025-06-30