Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
05/13/2024 | BANK OF MONTREAL /CAN/ | 2.26 M | $1.15 B | -1.29% | 0.24% |
05/13/2024 | SWEDBANK AB | 2.26 M | $1.12 B | 100.00% | 0.25% |
05/09/2024 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 2.31 M | $1.14 B | 107.82% | 0.25% |
05/14/2024 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.37 M | $1.17 B | 16.65% | 0.26% |
05/10/2024 | POLEN CAPITAL MANAGEMENT LLC | 2.39 M | $1.18 B | -1.70% | 0.26% |
05/10/2024 | CREDIT SUISSE AG/ | 2.53 M | $1.25 B | -1.36% | 0.27% |
05/15/2024 | HSBC HOLDINGS PLC | 2.64 M | $1.31 B | 11.32% | 0.28% |
05/14/2024 | CANADA PENSION PLAN INVESTMENT BOARD | 2.63 M | $1.30 B | -1.73% | 0.29% |
04/19/2024 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 2.72 M | $1.35 B | -0.11% | 0.30% |
05/07/2024 | SWISS NATIONAL BANK | 2.77 M | $1.37 B | -4.37% | 0.30% |
05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 2.94 M | $1.45 B | 16.04% | 0.32% |
04/30/2024 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2.98 M | $1.47 B | -3.75% | 0.32% |
05/09/2024 | FISHER ASSET MANAGEMENT, LLC | 2.97 M | $1.47 B | 3.50% | 0.32% |
05/14/2024 | AMERICAN CENTURY COMPANIES INC | 3.01 M | $1.49 B | -6.59% | 0.33% |
05/15/2024 | AMUNDI | 3.29 M | $1.62 B | -12.41% | 0.36% |
05/02/2024 | JENNISON ASSOCIATES LLC | 3.70 M | $1.83 B | 2.40% | 0.40% |
05/15/2024 | AMERIPRISE FINANCIAL INC | 3.75 M | $1.85 B | 2.52% | 0.40% |
05/15/2024 | BARCLAYS PLC | 3.89 M | $1.93 B | 13.10% | 0.42% |
05/14/2024 | DODGE & COX | 3.95 M | $1.95 B | 15.85% | 0.43% |
05/15/2024 | DEUTSCHE BANK AG\ | 4.10 M | $2.03 B | 12.99% | 0.44% |
05/15/2024 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 4.52 M | $2.24 B | 6.79% | 0.49% |
05/13/2024 | UBS GROUP AG | 4.80 M | $2.37 B | 25.65% | 0.52% |
05/10/2024 | SANDERS CAPITAL, LLC | 5.03 M | $2.49 B | 1.32% | 0.55% |
05/13/2024 | CLEARBRIDGE INVESTMENTS, LLC | 5.25 M | $2.60 B | -8.48% | 0.57% |
05/14/2024 | INVESCO LTD. | 5.34 M | $2.64 B | 16.40% | 0.58% |
05/15/2024 | JANUS HENDERSON GROUP PLC | 5.32 M | $2.63 B | -5.70% | 0.58% |
05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 5.43 M | $2.69 B | -6.98% | 0.59% |
05/15/2024 | GOLDMAN SACHS GROUP INC | 5.44 M | $2.69 B | -3.08% | 0.59% |
05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.38 M | $3.13 B | 6.59% | 0.69% |
05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 7.26 M | $3.59 B | -0.69% | 0.78% |
05/13/2024 | FRANKLIN RESOURCES INC | 7.48 M | $3.70 B | 59.15% | 0.81% |
04/25/2024 | BANK OF NEW YORK MELLON CORP | 8.00 M | $3.96 B | -3.53% | 0.86% |
05/10/2024 | WELLS FARGO & COMPANY/MN | 8.07 M | $3.99 B | -0.26% | 0.87% |
07/01/2024 | LEGAL & GENERAL GROUP PLC | 8.81 M | $4.36 B | 3.62% | 0.96% |
05/15/2024 | ROYAL BANK OF CANADA | 8.88 M | $4.40 B | -11.58% | 0.96% |
05/14/2024 | NORTHERN TRUST CORP | 9.21 M | $4.56 B | -3.77% | 0.99% |
05/15/2024 | BANK OF AMERICA CORP /DE/ | 9.45 M | $4.67 B | -14.95% | 1.02% |
05/14/2024 | ALLIANCEBERNSTEIN L.P. | 10.41 M | $5.15 B | -13.21% | 1.12% |
05/14/2024 | CAPITAL INTERNATIONAL INVESTORS | 11.50 M | $5.69 B | -3.00% | 1.25% |
05/14/2024 | CAPITAL RESEARCH GLOBAL INVESTORS | 13.15 M | $6.51 B | -13.01% | 1.43% |
05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 18.94 M | $9.35 B | 4.02% | 2.04% |
05/15/2024 | MORGAN STANLEY | 20.19 M | $9.99 B | 20.34% | 2.18% |
05/10/2024 | JPMORGAN CHASE & CO | 23.84 M | $11.79 B | -0.23% | 2.57% |
05/15/2024 | WELLINGTON MANAGEMENT GROUP LLP | 24.28 M | $12.01 B | -0.45% | 2.62% |
05/15/2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 26.06 M | $12.89 B | 0.36% | 2.81% |
05/14/2024 | CAPITAL WORLD INVESTORS | 28.32 M | $14.01 B | -1.87% | 3.08% |
05/13/2024 | FMR LLC | 35.67 M | $17.65 B | -14.53% | 3.84% |
05/15/2024 | STATE STREET CORP | 45.70 M | $22.61 B | 0.40% | 4.92% |
05/10/2024 | BLACKROCK INC. | 73.67 M | $36.44 B | 1.79% | 7.94% |
05/10/2024 | VANGUARD GROUP INC | 84.41 M | $41.76 B | 0.65% | 9.10% |
A. During the previous two years, 4388 institutional investors and hedge funds held shares of UnitedHealth Group Incorporated. The most heavily invested institutionals were:
First International Bank & Trust: 0
VANGUARD GROUP INC: 84.41 M
BlackRock Inc.: 73.67 M
STATE STREET CORP: 45.7 M
FMR LLC: 35.67 M
Capital World Investors: 28.32 M
A. 87.16% of UnitedHealth Group Incorporated stock is owned by institutional investors.
A. Institutional investors have bought a total of 1.18 B shares in the last 24 months. This purchase volume represents approximately $579.53 B in transactions.