UnitedHealth Group Incorporated (UNH) Ownership

600.50 ↑23.50 (4.07%)

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 83.9 million shares. Combined, the top 27 institutional holders of UNH own 70.38% of the company with a total of 648.5 million shares.

In the latest ownership report on June 30th 2024, the top 27 institutional holders increased their combined ownership of UNH by 1.4 million shares. 9 institutions bought 9,933,450 total additional shares and increased their ownership by an average of 8.14%. However 11 institutions sold 8,535,902 total shares and decreased their ownership by an average of 4.39%.

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 1,397,548 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	9.122%	-0.541%	83,948,358	-456,897	2024-06-30
BlackRock Inc	7.979%	-0.328%	73,428,872	-241,661	2024-06-30
State Street Corp	4.887%	-1.581%	44,976,548	-722,705	2024-06-30
Morgan Stanley - Brokerage Accounts	4.358%	-0.680%	40,105,126	-274,538	2024-06-30
FMR Inc	3.553%	-8.329%	32,697,703	-2,970,654	2024-06-30
Capital World Investors	3.045%	-1.055%	28,023,012	-298,817	2024-06-30
T. Rowe Price Associates, Inc.	2.828%	-0.162%	26,020,604	-42,324	2024-06-30
Wellington Management Company LLP	2.813%	6.590%	25,883,509	1,600,285	2024-06-30
JPMorgan Chase & Co	2.646%	2.132%	24,348,903	508,295	2024-06-30
Geode Capital Management, LLC	2.099%	1.974%	19,318,665	374,005	2024-06-30
Capital Research Global Investors	1.909%	33.559%	17,569,022	4,414,540	2024-06-30
Capital Research & Mgmt Co - Division 3	1.447%	15.777%	13,319,705	1,815,104	2024-06-30
NORGES BANK	1.273%	6.253%	11,710,175	689,166	2024-06-30
Northern Trust Corp	0.983%	-1.818%	9,042,903	-167,464	2024-06-30
Royal Bank of Canada	0.926%	-4.038%	8,525,699	-358,752	2024-06-30
Legal & General Group PLC	0.902%	-5.762%	8,299,155	-507,432	2024-06-30
Wells Fargo & Co	0.888%	1.288%	8,169,197	103,843	2024-06-30
Bank of New York Mellon Corp	0.874%	0.444%	8,039,601	35,533	2024-06-30
AllianceBernstein L.P.	0.861%	-23.953%	7,920,285	-2,494,658	2024-06-30
Franklin Resources Inc	0.855%	5.253%	7,868,116	392,679	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.122%	-0.541%	83,948,358	-456,897	2024-06-30
BlackRock Inc	7.979%	-0.328%	73,428,872	-241,661	2024-06-30
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	4.887%	-1.581%	44,976,548	-722,705	2024-06-30
Morgan Stanley - Brokerage Accounts	4.358%	-0.680%	40,105,126	-274,538	2024-06-30
FMR Inc	3.553%	-8.329%	32,697,703	-2,970,654	2024-06-30
Capital World Investors	3.045%	-1.055%	28,023,012	-298,817	2024-06-30
T. Rowe Price Associates, Inc.	2.828%	-0.162%	26,020,604	-42,324	2024-06-30
Wellington Management Company LLP	2.813%	6.590%	25,883,509	1,600,285	2024-06-30
JPMorgan Chase & Co	2.646%	2.132%	24,348,903	508,295	2024-06-30
Geode Capital Management, LLC	2.099%	1.974%	19,318,665	374,005	2024-06-30
Capital Research Global Investors	1.909%	33.559%	17,569,022	4,414,540	2024-06-30
Capital Research & Mgmt Co - Division 3	1.447%	15.777%	13,319,705	1,815,104	2024-06-30
NORGES BANK	1.273%	6.253%	11,710,175	689,166	2024-06-30
Goldman Sachs Group Inc	1.219%	104.910%	11,217,474	5,743,118	2023-12-31
Bank of America Corp	1.023%	-14.952%	9,447,153	-1,660,857	2024-03-31
Northern Trust Corp	0.983%	-1.818%	9,042,903	-167,464	2024-06-30
Royal Bank of Canada	0.926%	-4.038%	8,525,699	-358,752	2024-06-30
Legal & General Group PLC	0.902%	-5.762%	8,299,155	-507,432	2024-06-30
Wells Fargo & Co	0.888%	1.288%	8,169,197	103,843	2024-06-30
Bank of New York Mellon Corp	0.874%	0.444%	8,039,601	35,533	2024-06-30
AllianceBernstein L.P.	0.861%	-23.953%	7,920,285	-2,494,658	2024-06-30
Franklin Resources Inc	0.855%	5.253%	7,868,116	392,679	2024-06-30
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 33 mutual fund holders of UNH own 41.34% of the company with a total of 381.2 million shares.

In the latest ownership report on October 31st 2024, the top 33 fund holders increased their combined ownership of UNH by 61 thousand shares. 3 funds bought 98,626 total additional shares and increased their ownership by an average of 0.40%. However 1 funds sold 37,800 total shares and decreased their ownership by an average of 0.55%.

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 60,826 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	1.223%	0.446%	11,250,460	49,952	2024-10-31
iShares Core S&P 500 ETF	1.117%	0.154%	10,280,848	15,834	2024-10-31
The Health Care Select Sector SPDR® ETF	0.737%	-0.555%	6,778,526	-37,800	2024-10-31
SPDR® Dow Jones Industrial Avrg ETF Tr	0.605%	0.593%	5,571,670	32,840	2024-10-31

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 Total Stock Mkt Idx Inv	3.179%	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 Institutional 500 Index Trust	2.628%	0.465%	24,187,193	111,836	2024-09-30
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
Fidelity 500 Index	1.234%	0.112%	11,351,636	12,646	2024-09-30
SPDR® S&P 500® ETF Trust	1.223%	0.446%	11,250,460	49,952	2024-10-31
SPDR® S&P 500 ETF Trust	1.201%	0.701%	11,048,850	76,860	2024-05-30
Fidelity® 500 Index	1.167%	0.640%	10,794,055	68,690	2023-11-30
iShares Core S&P 500 ETF	1.117%	0.154%	10,280,848	15,834	2024-10-31
American Funds Washington Mutual A	1.075%	-6.993%	9,888,705	-743,488	2024-09-30
Capital Group Wash Mutual Invtrs Comp	1.075%	-6.993%	9,888,705	-743,488	2024-09-30
American Funds Growth Fund of Amer A	1.036%	2.529%	9,529,722	235,083	2024-09-30
Capital Group Growth Fnd of Amer Comp	1.036%	2.529%	9,529,722	235,083	2024-09-30
American Funds American Balanced A	0.930%	-1.394%	8,555,746	-120,918	2024-09-30
Fidelity® Contrafund®	0.889%	0.000%	8,222,399	0	2023-11-30
Vanguard Value Index Inv	0.849%	2.406%	7,811,205	183,521	2024-09-30
The Health Care Select Sector SPDR® ETF	0.737%	-0.555%	6,778,526	-37,800	2024-10-31
Health Care Select Sector SPDR® ETF	0.728%	-0.224%	6,702,074	-15,024	2024-05-30
Vanguard Health Care Inv	0.690%	-0.668%	6,347,754	-42,658	2024-09-30
2ndVote Advisers SDI Index	0.651%	0.000%	6,020,668	0	2023-03-31
Vanguard Institutional Index I	0.638%	-0.642%	5,870,831	-37,914	2024-09-30
SPDR® Dow Jones Industrial Avrg ETF Tr	0.605%	0.593%	5,571,670	32,840	2024-10-31
Fidelity Contrafund	0.573%	-5.807%	5,273,803	-325,100	2024-05-31
Capital Group Investment Co of Amer Comp	0.561%	2.759%	5,159,002	138,510	2024-09-30
American Funds Invmt Co of Amer A	0.561%	2.759%	5,159,002	138,510	2024-09-30
Capital Group Fundamental Invtrs Comp	0.551%	3.047%	5,074,792	150,078	2024-09-30
American Funds Fundamental Invs A	0.551%	3.047%	5,074,792	150,078	2024-09-30
Vanguard Dividend Appreciation ETF	0.542%	-0.087%	4,983,510	-4,333	2024-09-30
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