UnitedHealth Group Incorporated (UNH) Ownership

501.85 ↑8.67 (1.76%)

As of April 19, 2024, 11:19am EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of UnitedHealth Group Incorporated (UNH), owning a total of 83.9 million shares. Combined, the top 25 institutional holders of UNH own 62.99% of the company with a total of 581.3 million shares.

In the latest ownership report on December 31st 2023, the top 25 institutional holders increased their combined ownership of UNH by 8.2 million shares. 13 institutions bought 13,301,126 total additional shares and increased their ownership by an average of 12.96%. However 7 institutions sold 5,126,018 total shares and decreased their ownership by an average of 3.1%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of UnitedHealth Group Incorporated increased by a net total of 8,175,108 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	9.096%	0.299%	83,860,515	250,291	2023-12-31
BlackRock Inc	7.851%	-0.755%	72,376,243	-550,472	2023-12-31
State Street Corporation	4.937%	2.457%	45,518,920	1,091,436	2023-12-31
FMR Inc	4.526%	-4.057%	41,729,708	-1,764,595	2023-12-31
Capital World Investors	3.131%	0.032%	28,862,345	9,093	2023-12-31
T. Rowe Price Associates, Inc.	2.817%	-2.952%	25,968,287	-789,861	2023-12-31
Wellington Management Company LLP	2.646%	-3.281%	24,392,706	-827,528	2023-12-31
JPMorgan Chase & Co	2.592%	2.450%	23,894,926	571,308	2023-12-31
Geode Capital Management, LLC	1.976%	1.922%	18,213,348	343,363	2023-12-31
Morgan Stanley - Brokerage Accounts	1.820%	6.749%	16,777,571	1,060,684	2023-12-31
Capital Research Global Investors	1.640%	2.195%	15,122,203	324,733	2023-12-31
AllianceBernstein L.P.	1.302%	2.476%	11,999,860	289,946	2023-12-31
Capital Research & Mgmt Co - Division 3	1.287%	4.792%	11,860,985	542,424	2023-12-31
Goldman Sachs Group Inc	1.217%	104.910%	11,217,474	5,743,118	2023-12-31
Bank of America Corp	1.205%	-6.748%	11,108,010	-803,777	2023-12-31
NORGES BANK	1.195%	12.152%	11,021,009	1,194,150	2023-12-31
Royal Bank of Canada	1.090%	-1.694%	10,048,190	-173,144	2023-12-31
Northern Trust Corp	1.038%	-2.213%	9,571,127	-216,641	2023-12-31
Legal & General Group PLC	0.922%	27.362%	8,498,847	1,825,866	2023-12-31
Bank of New York Mellon Corp	0.900%	0.664%	8,296,996	54,714	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.096%	0.299%	83,860,515	250,291	2023-12-31
BlackRock Inc	7.851%	-0.755%	72,376,243	-550,472	2023-12-31
OFI Invest Asset Management	6.699%	0.000%	62,048,704	62,048,704	2023-03-31
State Street Corporation	4.937%	2.457%	45,518,920	1,091,436	2023-12-31
FMR Inc	4.526%	-4.057%	41,729,708	-1,764,595	2023-12-31
Capital World Investors	3.131%	0.032%	28,862,345	9,093	2023-12-31
T. Rowe Price Associates, Inc.	2.817%	-2.952%	25,968,287	-789,861	2023-12-31
Wellington Management Company LLP	2.646%	-3.281%	24,392,706	-827,528	2023-12-31
JPMorgan Chase & Co	2.592%	2.450%	23,894,926	571,308	2023-12-31
Geode Capital Management, LLC	1.976%	1.922%	18,213,348	343,363	2023-12-31
Morgan Stanley - Brokerage Accounts	1.820%	6.749%	16,777,571	1,060,684	2023-12-31
Capital Research Global Investors	1.640%	2.195%	15,122,203	324,733	2023-12-31
AllianceBernstein L.P.	1.302%	2.476%	11,999,860	289,946	2023-12-31
Capital Research & Mgmt Co - Division 3	1.287%	4.792%	11,860,985	542,424	2023-12-31
Goldman Sachs Group Inc	1.217%	104.910%	11,217,474	5,743,118	2023-12-31
Bank of America Corp	1.205%	-6.748%	11,108,010	-803,777	2023-12-31
NORGES BANK	1.195%	12.152%	11,021,009	1,194,150	2023-12-31
Royal Bank of Canada	1.090%	-1.694%	10,048,190	-173,144	2023-12-31
Northern Trust Corp	1.038%	-2.213%	9,571,127	-216,641	2023-12-31
Legal & General Group PLC	0.922%	27.362%	8,498,847	1,825,866	2023-12-31
Bank of New York Mellon Corp	0.900%	0.664%	8,296,996	54,714	2023-12-31
Wells Fargo & Co	0.867%	6.626%	8,021,103	498,459	2023-09-30
Nuveen Asset Management, LLC	0.761%	-1.626%	7,042,544	-116,367	2023-09-30
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

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 27 mutual fund holders of UNH own 37.07% of the company with a total of 342.1 million shares.

In the latest ownership report on March 28th 2024, the top 27 fund holders increased their combined ownership of UNH by 158 thousand shares. 3 funds bought 169,148 total additional shares and increased their ownership by an average of 0.64%. However 1 funds sold 11,241 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 157,907 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 Trust	1.219%	0.590%	11,239,902	65,880	2024-03-28
iShares Core S&P 500 ETF	1.040%	0.741%	9,588,272	70,528	2024-03-28
Health Care Select Sector SPDR® ETF	0.757%	-0.161%	6,974,499	-11,241	2024-03-28
SPDR® Dow Jones Industrial Avrg ETF Tr	0.613%	0.582%	5,654,065	32,740	2024-03-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Performer (AFRIS)	5.977%	0.000%	55,103,764	55,103,764	2024-02-29
Vanguard Total Stock Mkt Idx Inv	3.147%	-0.215%	29,009,253	-62,517	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.128%	1.812%	28,930,648	514,865	2023-03-31
Vanguard Institutional 500 Index Trust	2.505%	1.029%	23,093,052	235,260	2024-02-29
Vanguard 500 Index Investor	2.421%	0.565%	22,422,833	125,970	2023-08-31
2ndVote Advisers LIF Index	2.370%	0.000%	21,924,182	0	2023-03-31
SPDR® S&P 500 ETF Trust	1.219%	0.590%	11,239,902	65,880	2024-03-28
Fidelity 500 Index	1.203%	1.017%	11,093,039	111,624	2024-02-29
Fidelity® 500 Index	1.167%	0.640%	10,794,055	68,690	2023-11-30
Capital Group Wash Mutual Invtrs Comp	1.128%	3.457%	10,398,890	347,462	2023-12-31
American Funds Washington Mutual A	1.128%	3.457%	10,398,890	347,462	2023-12-31
iShares Core S&P 500 ETF	1.040%	0.741%	9,588,272	70,528	2024-03-28
Capital Group Growth Fnd of Amer Comp	0.950%	-2.858%	8,760,774	-257,766	2023-12-31
American Funds Growth Fund of Amer A	0.950%	-2.858%	8,760,774	-257,766	2023-12-31
American Funds American Balanced A	0.895%	1.432%	8,247,799	116,444	2023-12-31
Fidelity® Contrafund®	0.889%	0.000%	8,222,399	0	2023-11-30
Vanguard Value Index Inv	0.838%	0.367%	7,725,477	28,246	2024-02-29
Fidelity Contrafund	0.770%	-5.966%	7,094,692	-450,100	2024-02-29
Health Care Select Sector SPDR® ETF	0.757%	-0.161%	6,974,499	-11,241	2024-03-28
Vanguard Institutional Index I	0.661%	-0.400%	6,093,100	-24,457	2024-02-29
2ndVote Advisers SDI Index	0.651%	0.000%	6,020,668	0	2023-03-31
Vanguard Health Care Inv	0.650%	-3.434%	5,989,004	-212,990	2023-12-31
SPDR® Dow Jones Industrial Avrg ETF Tr	0.613%	0.582%	5,654,065	32,740	2024-03-28
Vanguard Dividend Appreciation ETF	0.579%	0.633%	5,335,998	33,578	2024-02-29
State St S&P 500® Indx SL Cl III	0.486%	0.384%	4,476,431	17,100	2024-02-29
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