UnitedHealth Group Incorporated Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 84.95 M | $49.67 B | 1.20% | 9.20% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 73.61 M | $43.04 B | 100.00% | 7.98% |
| STATE STREET CORP | 11/14/2024 | 45.54 M | $26.63 B | 1.25% | 4.93% |
| FMR LLC | 11/13/2024 | 32.50 M | $19.00 B | -0.60% | 3.52% |
| JPMORGAN CHASE & CO | 11/08/2024 | 26.35 M | $15.41 B | 8.22% | 2.85% |
| CAPITAL WORLD INVESTORS | 11/13/2024 | 26.24 M | $15.34 B | -6.36% | 2.84% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 25.02 M | $14.63 B | -3.83% | 2.71% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 24.87 M | $14.54 B | -3.94% | 2.69% |
| MORGAN STANLEY | 11/14/2024 | 20.00 M | $11.69 B | -0.26% | 2.17% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 19.64 M | $11.44 B | 1.65% | 2.13% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2024 | 17.98 M | $10.51 B | 2.35% | 1.95% |
| CAPITAL INTERNATIONAL INVESTORS | 11/13/2024 | 14.71 M | $8.60 B | 10.44% | 1.59% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 8.26 M | $4.83 B | -0.49% | 0.89% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 8.06 M | $4.88 B | 2.46% | 0.87% |
| ROYAL BANK OF CANADA | 11/14/2024 | 8.02 M | $4.69 B | -5.71% | 0.87% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 7.93 M | $4.64 B | -2.87% | 0.86% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 7.91 M | $4.63 B | -0.07% | 0.86% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 7.90 M | $4.62 B | -1.80% | 0.86% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 7.74 M | $4.52 B | 15.58% | 0.84% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 6.99 M | $4.09 B | -6.70% | 0.76% |
| UBS GROUP AG | 11/14/2024 | 6.12 M | $3.58 B | -0.08% | 0.66% |
| INVESCO LTD. | 11/12/2024 | 6.12 M | $3.58 B | 15.07% | 0.66% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 6.04 M | $3.53 B | -7.06% | 0.65% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 5.33 M | $3.11 B | 7.95% | 0.58% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 5.30 M | $326.50 M | 78,814.44% | 0.57% |
| SANDERS CAPITAL, LLC | 11/13/2024 | 5.20 M | $3.04 B | 0.13% | 0.56% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 11/14/2024 | 5.08 M | $2.97 B | 29.15% | 0.55% |
| JANUS HENDERSON GROUP PLC | 11/14/2024 | 4.96 M | $2.90 B | -0.22% | 0.54% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 4.70 M | $2.75 B | -4.88% | 0.51% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 4.58 M | $2.68 B | 21.37% | 0.50% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/14/2024 | 4.33 M | $2.53 B | 38.44% | 0.47% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 4.06 M | $2.38 B | -15.29% | 0.44% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 4.01 M | $2.35 B | 5.19% | 0.43% |
| DODGE & COX | 11/13/2024 | 3.90 M | $2.28 B | -0.49% | 0.42% |
| GQG PARTNERS LLC | 11/13/2024 | 3.72 M | $2.17 B | 100.00% | 0.40% |
| BARCLAYS PLC | 11/19/2024 | 3.21 M | $1.88 B | 1.47% | 0.35% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2024 | 3.20 M | $1.87 B | 3.47% | 0.35% |
| AMUNDI | 11/13/2024 | 3.08 M | $1.79 B | -21.82% | 0.33% |
| SWISS NATIONAL BANK | 11/07/2024 | 2.73 M | $1.60 B | 0.08% | 0.30% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 2.64 M | $1.55 B | -1.11% | 0.29% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 2.61 M | $1.52 B | 0.42% | 0.28% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 11/08/2024 | 2.58 M | $1.51 B | -2.71% | 0.28% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 2.49 M | $1.45 B | 10.19% | 0.27% |
| TIGER GLOBAL MANAGEMENT LLC | 11/14/2024 | 2.37 M | $1.38 B | 0.76% | 0.26% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 2.36 M | $1.38 B | 33.09% | 0.26% |
| TD ASSET MANAGEMENT INC | 11/01/2024 | 2.31 M | $1.35 B | 20.16% | 0.25% |
| EAGLE CAPITAL MANAGEMENT LLC | 11/14/2024 | 2.29 M | $1.34 B | -0.12% | 0.25% |
| SWEDBANK AB | 10/11/2024 | 2.26 M | $1.32 B | -3.34% | 0.24% |
| ORBIS ALLAN GRAY LTD | 11/14/2024 | 2.26 M | $1.32 B | -4.07% | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 2.19 M | $1.28 B | 2.67% | 0.24% |
UnitedHealth Group Incorporatedinstitutional Ownership - FAQ's
During the previous two years, 4479 institutional investors and hedge funds held shares of UnitedHealth Group Incorporated. The most heavily invested institutionals were:
VANGUARD GROUP INC: 84.95 M
BlackRock Funding, Inc. /DE: 73.61 M
STATE STREET CORP: 45.54 M
FMR LLC: 32.5 M
JPMORGAN CHASE & CO: 26.35 M
Capital World Investors: 26.24 M
87.01% of UnitedHealth Group Incorporated stock is owned by institutional investors.
Institutional investors have bought a total of 1.03 B shares in the last 24 months. This purchase volume represents approximately $526.82 B in transactions.