UnitedHealth Group Ownership | Who Owns UnitedHealth Group?
UnitedHealth Group Ownership Summary
UnitedHealth Group is owned by 86.34% institutional investors, 0.25% insiders, and 13.41% retail investors. Vanguard group is the largest institutional shareholder, holding 9.17% of UNH shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.26% of its assets in UnitedHealth Group shares.
UNH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | UnitedHealth Group | 86.34% | 0.25% | 13.41% |
| Sector | Healthcare Stocks | 279.15% | 10.63% | -189.78% |
| Industry | Healthcare Plans Stocks | 50.77% | 2.48% | 46.74% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 85.15M | 9.17% | $43.07B |
| Blackrock | 73.43M | 7.97% | $37.39B |
| Blackrock funding, inc. /de | 72.01M | 7.75% | $36.43B |
| State street | 44.98M | 4.88% | $22.90B |
| Fmr | 30.12M | 3.24% | $15.24B |
| Jpmorgan chase | 24.43M | 2.63% | $12.36B |
| Wellington management group llp | 23.36M | 2.51% | $11.82B |
| Capital world investors | 21.52M | 2.32% | $10.88B |
| Price t rowe associates inc /md/ | 21.40M | 2.30% | $10.83B |
| Morgan stanley | 20.05M | 2.18% | $10.21B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Thunderbird partners llp | 68.12K | 55.73% | $34.46M |
| Garrison bradford & associates | 33.80K | 17.91% | $17.10M |
| 8 knots management | 292.24K | 14.79% | $147.83M |
| Manchester global management (uk) | 182.72K | 12.19% | $92.43M |
| Route one investment company | 435.60K | 8.61% | $220.35M |
| Healthinvest partners ab | 35.20K | 8.48% | $17.88M |
| Veritas asset management llp | 1.55M | 7.30% | $782.68M |
| Ruane, cunniff & goldfarb | 838.00K | 7.20% | $423.91M |
| Mark sheptoff financial planning | 25.94K | 7.04% | $13.12M |
| Focused investors | 426.60K | 6.82% | $215.80M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 12.60M | 0.84% | 12.60M |
| Raymond james financial | 3.79M | 0.71% | 3.79M |
| Ubs asset management americas | 8.59M | 1.01% | 2.30M |
| Viking global investors lp | 1.90M | 3.11% | 1.90M |
| Proficio capital partners | 1.89M | 0.15% | 1.89M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| International assets investment management | 218.35K | 0.37% | -5.08M |
| Capital world investors | 21.52M | 1.65% | -4.73M |
| Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | 1.28M | 0.66% | -3.80M |
| Price t rowe associates inc /md/ | 21.40M | 1.25% | -3.62M |
| Gqg partners | - | - | -3.43M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 12.60M | 0.84% | 12.60M | $6.38B |
| Raymond james financial | 3.79M | 0.71% | 3.79M | $1.91B |
| Holocene advisors, lp | 506.60K | 0.82% | 506.60K | $256.27M |
| Hudson bay capital management lp | 440.96K | 0.78% | 440.96K | $223.07M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 202.02K | 1.16% | 202.02K | $102.88M |
Sold Out
| Holder | Change |
|---|---|
| Richardson capital management | -2.00 |
| Thomas j. herzfeld advisors | -3.00 |
| Hoey investments | -3.00 |
| Impact partnership wealth | -3.00 |
| Sugar maple asset management | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 3,610 | -3.32% | 792,605,790 | -1.68% | 86 | 1.15% | 1,574 | -13.18% | 1,626 | 10.16% |
| Dec 31, 2024 | 2,906 | -17.72% | 598,728,875 | -25.45% | 64 | 0.85% | 1,374 | -16.37% | 1,197 | -14.32% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 29.56M | 3.26% | 32.14K |
| Vanguard US Total Market Shares ETF | 29.26M | 3.20% | 113.67K |
| Vanguard Institutional 500 Index Trust | 26.17M | 2.89% | 180.80K |
| Fidelity 500 Index | 11.61M | 1.28% | 50.27K |
| SPDR® S&P 500 ETF | 11.45M | 1.25% | -171.81K |
| SPDR® S&P 500® ETF Trust | 11.14M | 1.22% | -58.43K |
| SPDR® S&P 500® ETF | 10.95M | 1.21% | -38.45K |
| iShares Core S&P 500 ETF | 10.76M | 1.19% | 17.12K |
| American Funds Washington Mutual A | 8.39M | 0.92% | -1.23M |
| Capital Group Wash Mutual Invtrs Comp | 8.39M | 0.92% | -1.23M |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 10, 2025 | Conway Patrick Hugh | Chief Executive Officer, Optum | Sell | $179.65K |
| May 16, 2025 | REX JOHN F | President & CFO | Buy | $5.00M |
| May 16, 2025 | HEMSLEY STEPHEN J | CEO, UHG | Buy | $25.02M |
| May 14, 2025 | FLYNN TIMOTHY PATRICK | - | Buy | $491.79K |
| May 15, 2025 | Gil Kristen | - | Buy | $1.00M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | 5 | 1 |
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 2 |
UNH Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools