Also trades as: UNH.NE (NEO) · $vol 3M · UNH.TO (TSX) · $vol 1M · UNH.DE (XETRA) · $vol 0M · UNH.BA (BUE) · $vol 0M
UNH Institutional Ownership
UnitedHealth Group Incorporated
1W: -2.1%
1M: +8.6%
3M: -2.4%
YTD: +22.0%
1Y: +14.0%
3Y: -18.7%
5Y: +3.8%
$410.39
-0.31 (-0.08%)
Pre-Market: $407.17 (-3.22, -0.78%)
Weekly Expected Move ±4.1%
$384
$401
$418
$435
$452
Credit Risk of going bust: lower than 67% of companies Debt: 16.8% of company value Bonds: $1.52B held by 566 funds, 74 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $6.63 (down 98%), UnitedHealth Group Incorporated would be worth roughly what it owes.
Total debt $74.33B against a stock market value of $368.36B.
Distance to default 7.08 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $39.97B (short-term plus half of long-term), stock volatility 36.0%; Altman Z'' 0.40. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $6.63 (down 98%), UnitedHealth Group Incorporated would be worth roughly what it owes.
Total debt $74.33B against a stock market value of $368.36B.
Distance to default 7.08 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $39.97B (short-term plus half of long-term), stock volatility 36.0%; Altman Z'' 0.40. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — UNH
3,539
Institutional Holders
+93 vs prior quarter
0.0%
Ownership
+0.00pp
$319B
Total Invested
529
New Positions
1306
Increased
1408
Reduced
142
Closed
0.68
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3778 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 76,863,061 | $31.5B | +3,395,530 | +4.6% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 59,311,525 | $24.3B | +440,748 | +0.7% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 45,633,267 | $18.7B | +301,081 | +0.7% | 46Q | SEC ↗ |
| 4 | Capital World Investors | 29,887,932 | $12.3B | +2,104,517 | +7.6% | 75Q | SEC ↗ |
| 5 | FMR LLC | 27,992,995 | $11.5B | +15,973,949 | +132.9% | 105Q | SEC ↗ |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 24,483,234 | $10.0B | +446,730 | +1.9% | 2Q | SEC ↗ |
| 7 | PRICE T ROWE ASSOCIATES INC /MD | 23,153,813 | $9.5B | +2,279,867 | +10.9% | 16Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 21,751,937 | $8.9B | -1,016,758 | -4.5% | 92Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 20,246,047 | $8.3B | +1,143,506 | +6.0% | 103Q | SEC ↗ |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 19,830,588 | $8.1B | -987,167 | -4.7% | 15Q | SEC ↗ |
| 11 | Sixth Street Partners Management Compa NEW | 19,830,588 | $8.1B | — | +0.0% | 1Q | SEC ↗ |
| 12 | MORGAN STANLEY | 14,795,456 | $6.1B | -168,113 | -1.1% | 60Q | SEC ↗ |
| 13 | NORGES BANK NEW | 12,736,973 | $5.2B | — | +0.0% | 1Q | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 10,704,994 | $4.4B | +616,723 | +6.1% | 76Q | SEC ↗ |
| 15 | WELLINGTON MANAGEMENT GROUP LLP | 10,675,175 | $4.4B | +583,536 | +5.8% | 83Q | SEC ↗ |
| 16 | Capital Research Global Investors | 10,534,177 | $4.3B | -6,578,041 | -38.4% | 55Q | SEC ↗ |
| 17 | BANK OF AMERICA CORP /DE | 9,735,874 | $4.0B | -1,977,810 | -16.9% | 15Q | SEC ↗ |
| 18 | Fisher Asset Management, LLC | 9,082,269 | $3.7B | +3,844,568 | +73.4% | 42Q | SEC ↗ |
| 19 | Dodge & Cox | 9,072,258 | $3.7B | -394,498 | -4.2% | 25Q | SEC ↗ |
| 20 | NORTHERN TRUST CORP | 8,761,055 | $3.6B | -18,852 | -0.2% | 105Q | SEC ↗ |
| 21 | FRANKLIN RESOURCES INC | 8,643,789 | $3.5B | +2,969,666 | +52.3% | 22Q | SEC ↗ |
| 22 | Capital International Investors | 7,789,028 | $3.2B | -1,212,284 | -13.5% | 38Q | SEC ↗ |
| 23 | ALLIANCEBERNSTEIN L.P. | 7,669,420 | $3.1B | +1,225,557 | +19.0% | 63Q | SEC ↗ |
| 24 | GOLDMAN SACHS GROUP INC | 6,974,132 | $2.9B | -863,050 | -11.0% | 15Q | SEC ↗ |
| 25 | Invesco Ltd. | 6,858,984 | $2.8B | +542,522 | +8.6% | 87Q | SEC ↗ |
| 26 | UBS AM, a distinct business unit of UB | 6,535,066 | $2.7B | -907,824 | -12.2% | 63Q | SEC ↗ |
| 27 | Sanders Capital, LLC | 5,898,634 | $2.4B | -66,051 | -1.1% | 63Q | SEC ↗ |
| 28 | Legal & General Group Plc | 5,882,462 | $2.4B | -236,582 | -3.9% | 27Q | SEC ↗ |
| 29 | EAGLE CAPITAL MANAGEMENT LLC | 5,773,026 | $2.4B | -86,299 | -1.5% | 105Q | SEC ↗ |
| 30 | ROYAL BANK OF CANADA | 5,181,995 | $2.1B | -137,253 | -2.6% | 83Q | SEC ↗ |
| 31 | VANGUARD FIDUCIARY TRUST CO | 5,098,687 | $2.1B | -582 | -0.0% | 2Q | SEC ↗ |
| 32 | Amundi | 5,054,732 | $2.1B | -1,321,466 | -20.7% | 21Q | SEC ↗ |
| 33 | Jupiter Topco LLC NEW | 4,859,820 | $2.0B | — | +0.0% | 1Q | SEC ↗ |
| 34 | DIMENSIONAL FUND ADVISORS LP | 4,682,496 | $1.9B | -317,567 | -6.4% | 102Q | SEC ↗ |
| 35 | AMERIPRISE FINANCIAL INC | 4,510,354 | $1.9B | +1,011,256 | +28.9% | 16Q | SEC ↗ |
| 36 | SG Americas Securities, LLC | 4,207,158 | $1.7B | +2,246,799 | +114.6% | 87Q | SEC ↗ |
| 37 | HSBC HOLDINGS PLC | 3,992,237 | $1.6B | -1,728,812 | -30.2% | 103Q | SEC ↗ |
| 38 | Nuveen, LLC | 3,741,960 | $1.5B | +302,238 | +8.8% | 6Q | SEC ↗ |
| 39 | JANUS HENDERSON GROUP PLC | 3,691,607 | $1.5B | +89,359 | +2.5% | 81Q | SEC ↗ |
| 40 | BNP PARIBAS FINANCIAL MARKETS | 3,673,416 | $1.5B | +621,966 | +20.4% | 81Q | SEC ↗ |
| 41 | WELLS FARGO & COMPANY/MN | 3,618,579 | $1.5B | +262,263 | +7.8% | 101Q | SEC ↗ |
| 42 | UBS Group AG | 3,560,602 | $1.5B | +107,805 | +3.1% | 47Q | SEC ↗ |
| 43 | BARCLAYS PLC | 3,427,299 | $1.4B | +609,574 | +21.6% | 67Q | SEC ↗ |
| 44 | RAYMOND JAMES FINANCIAL INC | 3,306,337 | $1.4B | +320,548 | +10.7% | 7Q | SEC ↗ |
| 45 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 3,010,223 | $1.2B | -415,158 | -12.1% | 26Q | SEC ↗ |
| 46 | Grantham, Mayo, Van Otterloo & Co. LLC | 2,825,022 | $1.2B | -333,429 | -10.6% | 83Q | SEC ↗ |
| 47 | Mitsubishi UFJ Asset Management Co., L | 2,563,973 | $1.1B | +193,244 | +8.2% | 69Q | SEC ↗ |
| 48 | Swiss National Bank | 2,560,041 | $1.1B | -98,400 | -3.7% | 53Q | SEC ↗ |
| 49 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2,553,379 | $1.0B | +1,925,845 | +306.9% | 99Q | SEC ↗ |
| 50 | Sumitomo Mitsui Trust Group, Inc. | 2,538,575 | $1.0B | -75,768 | -2.9% | 61Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 19,830,588 | $8.1B |
| NORGES BANK | 12,736,973 | $5.2B |
| Jupiter Topco LLC | 4,859,820 | $2.0B |
| Qube Research & Technologies Ltd | 1,405,937 | $577M |
| Walleye Trading LLC | 389,216 | $160M |
| HRT FINANCIAL LP | 259,655 | $107M |
| LOCUST WOOD CAPITAL ADVISERS, LLC | 254,400 | $104M |
| Nykredit A/S | 215,736 | $89M |
| Artemis Investment Management LLP | 212,682 | $87M |
| Meridiem Capital Partners LP | 211,050 | $87M |
| Artisan Partners Limited Partnershi | 204,738 | $84M |
| ORBIMED ADVISORS LLC | 161,100 | $66M |
| Polar Capital Holdings Plc | 151,481 | $62M |
| Orbis Allan Gray Ltd | 134,216 | $55M |
| PERCEPTIVE ADVISORS LLC | 116,806 | $48M |
| Callodine Capital Management, LP | 114,904 | $47M |
| CAMPBELL NEWMAN ASSET MANAGEMENT IN | 109,258 | $45M |
| Evelyn Partners Group Ltd | 97,967 | $40M |
| SAMLYN CAPITAL, LLC | 97,370 | $40M |
| Integral Health Asset Management, L | 85,000 | $35M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Berkshire Hathaway Inc | 5,039,564 | $2.1B |
| VIKING GLOBAL INVESTORS LP | 1,197,273 | $491M |
| EMINENCE CAPITAL, LP | 378,260 | $155M |
| Bristol Gate Capital Partners Inc. | 243,684 | $100M |
| Sarasin & Partners LLP | 219,051 | $90M |
| Empyrean Capital Partners, LP | 193,000 | $79M |
| Munich Reinsurance Co Stock Corp in | 162,904 | $67M |
| Crake Asset Management LLP | 152,896 | $63M |
| Parsifal Capital Management, LP | 150,258 | $62M |
| Greenwoods Asset Management Hong Ko | 130,310 | $53M |
| United Super Pty Ltd in its capacit | 118,072 | $48M |
| Nan Shan Life Insurance Co., Ltd. | 117,643 | $48M |
| PEAK6 LLC | 111,658 | $46M |
| Formuepleje A/S | 107,954 | $44M |
| APPALOOSA LP | 90,000 | $37M |
| AEGON ASSET MANAGEMENT UK Plc | 85,503 | $35M |
| MIZUHO MARKETS AMERICAS LLC | 75,000 | $31M |
| Leonteq Securities AG | 71,025 | $29M |
| FSA Advisors, Inc. | 62,835 | $26M |
| Spear Holdings RSC Ltd | 53,006 | $22M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +15,973,949 | +132.9% | 27,992,995 |
| Fisher Asset Management, LLC | +3,844,568 | +73.4% | 9,082,269 |
| BlackRock, Inc. | +3,395,530 | +4.6% | 76,863,061 |
| FRANKLIN RESOURCES INC | +2,969,666 | +52.3% | 8,643,789 |
| PRICE T ROWE ASSOCIATES INC /MD | +2,279,867 | +10.9% | 23,153,813 |
| SG Americas Securities, LLC | +2,246,799 | +114.6% | 4,207,158 |
| Capital World Investors | +2,104,517 | +7.6% | 29,887,932 |
| SCHRODER INVESTMENT MANAGEMENT GROU | +1,925,845 | +306.9% | 2,553,379 |
| VOYA INVESTMENT MANAGEMENT LLC | +1,812,984 | +298.9% | 2,419,613 |
| ALLIANCEBERNSTEIN L.P. | +1,225,557 | +19.0% | 7,669,420 |
| JPMORGAN CHASE & CO | +1,143,506 | +6.0% | 20,246,047 |
| AMERIPRISE FINANCIAL INC | +1,011,256 | +28.9% | 4,510,354 |
| Ninety One UK Ltd | +1,010,671 | +1090.3% | 1,103,370 |
| AQR CAPITAL MANAGEMENT LLC | +780,142 | +79.8% | 1,757,550 |
| Assenagon Asset Management S.A. | +716,812 | +121.7% | 1,306,053 |
| HEALTHCARE OF ONTARIO PENSION PLAN | +683,262 | +222.6% | 990,157 |
| LORD, ABBETT & CO. LLC | +675,157 | +223.5% | 977,276 |
| BNP PARIBAS FINANCIAL MARKETS | +621,966 | +20.4% | 3,673,416 |
| Swedbank AB | +620,847 | +55.9% | 1,731,505 |
| Bank of New York Mellon Corp | +616,723 | +6.1% | 10,704,994 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Capital Research Global Investors | -6,578,041 | -38.4% | 10,534,177 |
| T. Rowe Price Investment Management | -2,769,997 | -80.2% | 685,152 |
| NATIONAL BANK OF CANADA /FI | -2,212,756 | -57.8% | 1,613,767 |
| BANK OF AMERICA CORP /DE | -1,977,810 | -16.9% | 9,735,874 |
| HSBC HOLDINGS PLC | -1,728,812 | -30.2% | 3,992,237 |
| TWO SIGMA INVESTMENTS, LP | -1,503,480 | -88.4% | 196,716 |
| Amundi | -1,321,466 | -20.7% | 5,054,732 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -1,296,514 | -40.8% | 1,883,767 |
| Capital International Investors | -1,212,284 | -13.5% | 7,789,028 |
| GEODE CAPITAL MANAGEMENT, LLC | -1,016,758 | -4.5% | 21,751,937 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -987,167 | -4.7% | 19,830,588 |
| UBS AM, a distinct business unit of | -907,824 | -12.2% | 6,535,066 |
| Daiwa Securities Group Inc. | -903,803 | -78.6% | 246,020 |
| GOLDMAN SACHS GROUP INC | -863,050 | -11.0% | 6,974,132 |
| Vulcan Value Partners, LLC | -845,365 | -92.6% | 67,309 |
| Veritas Asset Management LLP | -803,870 | -42.7% | 1,078,201 |
| RENAISSANCE TECHNOLOGIES LLC | -791,414 | -68.3% | 367,014 |
| Quadrature Capital Ltd | -777,198 | -82.7% | 162,485 |
| FEDERATED HERMES, INC. | -773,510 | -69.6% | 337,704 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | -733,818 | -41.5% | 1,035,250 |