UnitedHealth Group Ownership

UNH Stock  USD 518.20  4.77  0.93%   
UnitedHealth Group shows a total of 914.71 Million outstanding shares. The majority of UnitedHealth Group outstanding shares are owned by institutional holders. These institutional investors are usually referred to as non-private investors looking to take positions in UnitedHealth Group to benefit from reduced commissions. Consequently, institutions are subject to a different set of regulations than regular investors in UnitedHealth Group. Please pay attention to any change in the institutional holdings of UnitedHealth Group Incorporated as this could imply that something significant has changed or is about to change at the company. Please note that on March 10, 2025, Representative Jefferson Shreve of US Congress acquired $15k to $50k worth of UnitedHealth Group's common stock.
 
Shares in Circulation  
First Issued
1985-09-30
Previous Quarter
930 M
Current Value
927 M
Avarage Shares Outstanding
1.1 B
Quarterly Volatility
288.9 M
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as UnitedHealth Group in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of UnitedHealth Group, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in UnitedHealth Group Incorporated. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.

UnitedHealth Stock Ownership Analysis

About 90.0% of the company outstanding shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.44. UnitedHealth Group recorded earning per share (EPS) of 15.49. The entity last dividend was issued on the 10th of March 2025. The firm had 2:1 split on the 31st of May 2005. UnitedHealth Group Incorporated operates as a diversified health care company in the United States. UnitedHealth Group Incorporated was incorporated in 1977 and is based in Minnetonka, Minnesota. Unitedhealth operates under Healthcare Plans classification in the United States and is traded on New York Stock Exchange. It employs 350000 people. For more information please call Andrew Witty at (800)-328-5979 or visit https://www.unitedhealthgroup.com.
Besides selling stocks to institutional investors, UnitedHealth Group also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different UnitedHealth Group's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align UnitedHealth Group's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

UnitedHealth Group Quarterly Liabilities And Stockholders Equity

298.28 Billion

UnitedHealth Group Insider Trades History

Less than 1% of UnitedHealth Group Incorporated are currently held by insiders. Unlike UnitedHealth Group's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against UnitedHealth Group's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of UnitedHealth Group's insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

UnitedHealth Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as UnitedHealth Group is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading UnitedHealth Group Incorporated backward and forwards among themselves. UnitedHealth Group's institutional investor refers to the entity that pools money to purchase UnitedHealth Group's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Capital Research & Mgmt Co - Division 32024-12-31
15.6 M
Norges Bank2024-12-31
12.6 M
Northern Trust Corp2024-12-31
9.5 M
Franklin Resources Inc2024-12-31
8.9 M
Ubs Asset Mgmt Americas Inc2024-12-31
8.6 M
Royal Bank Of Canada2024-12-31
8.1 M
Bank Of New York Mellon Corp2024-12-31
7.9 M
Bank Of America Corp2024-12-31
7.8 M
Alliancebernstein L.p.2024-12-31
7.5 M
Vanguard Group Inc2024-12-31
85.1 M
Blackrock Inc2024-12-31
72 M
Note, although UnitedHealth Group's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

UnitedHealth Group Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific UnitedHealth Group insiders, such as employees or executives, is commonly permitted as long as it does not rely on UnitedHealth Group's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases UnitedHealth Group insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

UnitedHealth Group's latest congressional trading

Congressional trading in companies like UnitedHealth Group, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in UnitedHealth Group by those in governmental positions are based on the same information available to the general public.
2025-03-10Representative Jefferson ShreveAcquired $15K to $50KVerify
2025-03-07Representative Gil CisnerosAcquired $15K to $50KVerify
2025-02-14Representative Michael McCaulAcquired $50K to $100KVerify
2025-02-12Representative Gil CisnerosAcquired $15K to $50KVerify
2025-01-15Representative Rick LarsenAcquired Under $15KVerify
2025-01-05Senator Shelley Moore CapitoAcquired Under $15KVerify
2024-12-18Representative Michael McCaulAcquired $50K to $100KVerify
2024-12-06Representative Ro KhannaAcquired Under $15KVerify
2024-11-06Representative Earl BlumenauerAcquired $15K to $50KVerify
2024-09-06Representative John JamesAcquired Under $15KVerify
2024-09-02Representative John JamesAcquired Under $15KVerify
2024-08-21Representative Jared MoskowitzAcquired Under $15KVerify
2023-10-31Senator Markwayne MullinAcquired Under $15KVerify
2023-10-20Senator Pete RickettsAcquired $100K to $250KVerify
2023-10-13Senator Shelley Moore CapitoAcquired Under $15KVerify
2023-10-11Senator Markwayne MullinAcquired $15K to $50KVerify
2022-11-12Senator Shelley Moore CapitoAcquired Under $15KVerify
2019-10-18Senator James InhofeAcquired $15K to $50KVerify

UnitedHealth Group Outstanding Bonds

UnitedHealth Group issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. UnitedHealth Group uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most UnitedHealth bonds can be classified according to their maturity, which is the date when UnitedHealth Group Incorporated has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

UnitedHealth Group Corporate Filings

F4
20th of March 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
10K
27th of February 2025
Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance
ViewVerify
F3
31st of January 2025
The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock
ViewVerify
8K
16th of January 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

Currently Active Assets on Macroaxis

When determining whether UnitedHealth Group offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of UnitedHealth Group's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Unitedhealth Group Incorporated Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Unitedhealth Group Incorporated Stock:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in UnitedHealth Group Incorporated. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
Is Health Care Providers & Services space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of UnitedHealth Group. If investors know UnitedHealth will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about UnitedHealth Group listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.026
Dividend Share
8.18
Earnings Share
15.49
Revenue Per Share
434.612
Quarterly Revenue Growth
0.068
The market value of UnitedHealth Group is measured differently than its book value, which is the value of UnitedHealth that is recorded on the company's balance sheet. Investors also form their own opinion of UnitedHealth Group's value that differs from its market value or its book value, called intrinsic value, which is UnitedHealth Group's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because UnitedHealth Group's market value can be influenced by many factors that don't directly affect UnitedHealth Group's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between UnitedHealth Group's value and its price as these two are different measures arrived at by different means. Investors typically determine if UnitedHealth Group is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, UnitedHealth Group's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.