Is UnitedHealth Group Incorporated (UNH) a Buy, Sell, or Hold?
NYSE : UNH
UnitedHealth Group Incorporated — Institutional Ownership
$425.47 USD
$4.9 (1.17%)
- Volume
- 1.58M
- Average Volume
- 6.54M
- Market Capitalization
- $386.39B
- P/E Ratio
- 27.36
- Dividend Yield
- 2.10%
- Price Target
- $491.00
- Year High
- $461.62
- Year Low
- $234.60
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.57
- Current Ratio
- $1.24
Institutional Ownership Summary
Institutional Ownership %
3.68%
Investors Holding
1408
change: -1780 | last: 3188
Increased Positions
755
change: -625 | last: 1380
Reduced Positions
511
change: -895 | last: 1406
New Positions
220
change: 27 | last: 193
Sold Positions
1876
change: 1417 | last: 459
Total Calls
144.59K
Total Puts
396.8K
Put-Call Ratio
2.74
change: 177.2077 | last: 0.9722
Total Invested
13.67B
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-04-30 | Vanguard Capital Management | 68.12M | 7.50% |
| 2026-03-27 | The Vanguard Group | - | 0.00% |
| 2025-05-07 | The Vanguard Group | 91.8M | 10.08% |
| 2022-02-10 | The Vanguard Group - 23-1945930 | 79.48M | 8.44% |
| 2022-02-09 | FMR LLC | 48.65M | 5.17% |
| 2022-02-09 | FMR LLC | 48.65M | 5.17% |
| 2022-02-09 | Abigail P. Johnson | 48.65M | 5.17% |
| 2022-02-09 | Abigail P. Johnson | 48.65M | 5.17% |
| 2022-02-01 | (1) BlackRock, Inc. | 69.28M | 7.40% |
| 2021-02-16 | 95-1411037 | 13.0 | 3.70% |
| 2021-02-10 | The Vanguard Group - 23-1945930 | 79.09M | 8.34% |
| 2021-02-01 | (1) BlackRock, Inc. | 71.59M | 7.50% |
| 2021-01-15 | UnitedHealth Group Incorporated | 59.05M | 19.30% |
| 2020-02-14 | Capital World Investors ** | 47.93M | 5.00% |
| 2020-02-12 | The Vanguard Group - 23-1945930 | 73.15M | 7.72% |
| 2020-02-10 | (1) BlackRock, Inc. | 68.28M | 7.20% |
| 2019-02-13 | Abigail P. Johnson | 65.2M | 6.78% |
| 2019-02-13 | FMR LLC | 65.2M | 6.78% |
| 2019-02-07 | (1) BlackRock, Inc. | 69.83M | 7.30% |
| 2018-02-13 | Abigail P. Johnson | 57.59M | 5.94% |
| 2018-02-13 | FMR LLC | 57.59M | 5.94% |
| 2018-01-23 | (1) BlackRock, Inc. | 68.56M | 7.10% |
| 2017-02-09 | Wellington Management Group LLP | 39.53M | 4.15% |
| 2017-02-09 | Wellington Investment Advisors Holdings LLP | 39.53M | 4.15% |
| 2017-02-09 | Wellington Group Holdings LLP | 39.53M | 4.15% |
| 2017-01-27 | (1) BlackRock, Inc. | 69.26M | 7.30% |
| 2016-02-11 | Wellington Group Holdings LLP | 53.81M | 5.65% |
| 2016-02-11 | Wellington Management Group LLP | 53.81M | 5.65% |
| 2016-02-11 | Wellington Management Company LLP | 50.67M | 5.32% |
| 2016-02-11 | Wellington Investment Advisors Holdings LLP | 53.81M | 5.65% |
| 2016-02-10 | (1) BlackRock, Inc. | 67.87M | 7.10% |
| 2015-02-13 | FMR LLC | 58.02M | 6.05% |
| 2015-02-13 | Edward C. Johnson 3d | 58.02M | 6.05% |
| 2015-02-13 | Abigail P. Johnson | 58.02M | 6.05% |
| 2015-02-12 | Beutel, Goodman & Company Ltd. | 4.98M | 6.61% |
| 2015-02-09 | (1) BlackRock, Inc. | 58.02M | 6.00% |
| 2014-02-10 | (1) BlackRock, Inc. | 62.85M | 6.20% |
| 2013-02-14 | Edward C. Johnson 3d | 47.67M | 4.67% |
| 2013-02-14 | FMR LLC | 47.67M | 4.67% |
| 2013-02-14 | 04-2683227 | 47.11M | 4.61% |
| 2013-02-05 | (1) BlackRock, Inc. | 64.58M | 6.32% |
| 2012-02-14 | Edward C. Johnson 3d | 62.08M | 5.82% |
| 2012-02-14 | 04-2683227 | 60.98M | 5.72% |
| 2012-02-14 | FMR LLC | 62.08M | 5.82% |
| 2012-02-08 | (1) BlackRock, Inc. | 57.24M | 5.37% |
| 2011-02-14 | 04-2683227 | 75.8M | 6.89% |
| 2010-01-29 | BlackRock for purposes of Schedule 13G filings. | 77.15M | 6.64% |
| 2009-02-17 | 04-2683227 | 102.16M | 8.46% |
| 2009-02-13 | Marsico Capital Management, LLC 84-1434992 | - | 0.00% |
| 2008-02-14 | Edward C. Johnson 3d | 52.9M | 4.09% |
| 2008-02-14 | FMR LLC | 52.9M | 4.09% |
| 2007-01-10 | FMR Corp. | 67.66M | 5.02% |
| 2007-01-10 | Edward C. Johnson 3d | 67.66M | 5.02% |
| 2006-02-14 | Edward C. Johnson 3d | 137.2M | 10.06% |
| 2006-02-14 | EIN #75-3019302 | 55.82M | 4.40% |
| 2006-02-14 | FMR Corp. | 137.2M | 10.06% |
| 2006-02-13 | Marsico Capital Management, LLC 84-1434992 | 69.97M | 5.10% |
| 2005-11-09 | 41-1289245 United HealthCare Services, Inc. | 3.27M | 5.00% |
| 2005-11-09 | 41-1321939 UnitedHealth Group Incorporated | 3.27M | 5.00% |
| 2005-08-05 | 04-1867445 | 38.53M | 6.00% |
| 2005-02-14 | FMR Corp. | 58.24M | 8.91% |
| 2005-02-14 | EIN #75-3019302 | 36.44M | 5.60% |
| 2005-02-14 | Abigail P. Johnson | 58.24M | 8.91% |
| 2005-02-14 | Edward C. Johnson 3d | 58.24M | 8.91% |
| 2005-02-11 | Marsico Capital Management, LLC 84-1434992 | 38.37M | 5.87% |
| 2004-12-01 | 41-1321939 UnitedHealth Group Incorporated | 3.26M | 16.20% |
| 2004-12-01 | 41-1289245 United HealthCare Services, Inc. | 3.26M | 16.20% |
| 2004-02-17 | FMR Corp. | 37.89M | 6.46% |
| 2004-02-17 | EIN #75-3019302 | 38.81M | 6.50% |
| 2004-02-17 | Abigail P. Johnson | 37.89M | 6.46% |
| 2004-02-17 | Edward C. Johnson 3d | 37.89M | 6.46% |
| 2004-02-17 | BANK OF AMERICA CORPORATION 56-0906609 | 33.16M | 5.70% |
| 2004-02-17 | Banc of America Investment Services, Inc. | 6850.0 | 0.00% |
| 2004-02-17 | Banc of America Securities, LLC | 100.0 | 0.00% |
| 2004-02-17 | NMS Services Inc | 3742.0 | 0.00% |
| 2004-02-17 | Banc of America Capital Management LLC | 429.79K | 0.10% |
| 2004-02-17 | Bank of America Trust Company of Delaware, N.A. | 120.0 | 0.00% |
| 2004-02-17 | NB Holdings Corporation | 33.15M | 5.70% |
| 2004-02-17 | Marsico Management Holdings, L.L.C. | 30.84M | 5.30% |
| 2004-02-17 | Banc of America Advisors, LLC | 4.72M | 0.80% |
| 2004-02-17 | Bank of America NA | 33.15M | 5.70% |
| 2004-02-17 | Marsico Capital Management, LLC | 30.84M | 5.30% |
| 2004-02-17 | NationsBanc Montgomery Holdings Corporation | 100.0 | 0.00% |
| 2004-02-17 | NMS Services (Cayman) Inc | 3742.0 | 0.00% |
| 2003-02-14 | EIN #75-3019302 | 18.78M | 6.20% |
| 2003-02-14 | Abigail P. Johnson | 30.7M | 10.09% |
| 2003-02-14 | Edward C. Johnson 3d | 30.7M | 10.09% |
| 2003-02-14 | FMR Corp. | 30.7M | 10.09% |
| 2002-02-14 | Abigail P. Johnson | 23.27M | 7.46% |
| 2002-02-14 | FMR Corp. | 23.27M | 7.46% |
| 2002-02-14 | Edward C. Johnson 3d | 23.27M | 7.46% |
| 2001-02-14 | Edward C. Johnson 3d | 24.36M | 7.64% |
| 2001-02-14 | FMR Corp. | 24.36M | 7.64% |
| 2001-02-14 | Abigail P. Johnson | 24.36M | 7.64% |
| 2001-02-12 | Massachusetts Financial Services Company ("MFS") | - | 0.00% |
| 2000-02-14 | Abigail P. Johnson | 11.71M | 6.90% |
| 2000-02-14 | FMR Corp. | 11.71M | 6.90% |
| 2000-02-14 | Edward C. Johnson 3d | 11.71M | 6.90% |
| 2000-02-11 | Massachusetts Financial Services Company ("MFS") | 12.8M | 7.50% |
| 2000-02-11 | Massachusetts Financial Services Company ("MFS") | 12.8M | 7.50% |
| 1999-05-11 | Massachusetts Financial Services Company ("MFS") | 18.4M | 10.20% |
| 1999-02-12 | Edward C. Johnson 3d | 9.91M | 5.32% |
| 1999-02-12 | FMR Corp. | 9.91M | 5.32% |
| 1999-02-12 | Abigail P. Johnson | 9.91M | 5.32% |
| 1999-02-11 | Massachusetts Financial Services Company ("MFS") | 18.56M | 10.00% |
| 1998-12-10 | FMR Corp. | 9.97M | 5.35% |
| 1998-12-10 | Edward C. Johnson 3d | 9.97M | 5.35% |
| 1998-12-10 | Abigail P. Johnson | 9.97M | 5.35% |
| 1998-03-10 | FMR Corp. | 20.87M | 11.08% |
| 1998-03-10 | Edward C. Johnson 3d | 20.87M | 11.08% |
| 1998-03-10 | Abigail P. Johnson | 20.87M | 11.08% |
| 1998-02-12 | Massachusetts Financial Services Company ("MFS") | 16.37M | 8.70% |
| 1998-02-11 | FMR Corp. | 16.76M | 8.90% |
| 1998-02-11 | Abigail P. Johnson | 16.76M | 8.90% |
| 1998-02-11 | Edward C. Johnson 3d | 16.76M | 8.90% |
| 1997-02-12 | Metropolitan Life Insurance Company | 9.55M | 4.93% |
| 1997-02-11 | Massachusetts Financial Services Company ("MFS") | 10.32M | 5.60% |
| 1996-02-15 | ###-##-####) | 4.89M | 2.80% |
| 1996-02-15 | ###-##-####) | 4.89M | 2.80% |
| 1996-02-15 | 04-2507163) | 4.89M | 2.80% |
| 1996-02-12 | Metropolitan Life Insurance Company | 11.26M | 6.11% |
| 1995-02-10 | ###-##-####) | 9.45M | 5.48% |
| 1995-02-10 | 04-2507163) | 9.45M | 5.48% |
UNH Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $330.11 | 910M | $300.4B | $24.36B | $78.39B | $354.42B |
| 2024-12-31 | $505.86 | 929M | $469.94B | $25.31B | $76.9B | $521.54B |
| 2023-12-31 | $539.34 | 928M | $500.51B | $25.43B | $67.44B | $542.52B |
| 2022-12-31 | $530.18 | 934M | $495.19B | $23.36B | $57.62B | $529.45B |
| 2021-12-31 | $502.14 | 943M | $473.52B | $21.38B | $46B | $498.15B |
| 2020-12-31 | $350.68 | 946M | $331.74B | $16.92B | $43.47B | $358.29B |
| 2019-12-31 | $293.98 | 951M | $279.57B | $10.98B | $40.68B | $309.27B |
| 2018-12-31 | $249.12 | 963M | $239.9B | $10.87B | $36.55B | $265.59B |
| 2017-12-31 | $220.46 | 964M | $212.52B | $11.98B | $31.69B | $232.23B |
| 2016-12-31 | $160.04 | 952M | $152.36B | $10.43B | $32.97B | $174.9B |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415.63 | 906M | $376.56B | $31.47B | $73.33B | $418.42B |
| 2026-03-31 | $270.59 | 910M | $246.24B | $28B | $77.92B | $296.15B |
| 2025-12-31 | $330.11 | 910M | $300.4B | $24.36B | $78.39B | $354.42B |
| 2025-09-30 | $345.30 | 908M | $313.53B | $27.21B | $80.14B | $366.46B |
| 2025-06-30 | $311.97 | 910M | $283.89B | $28.6B | $79.19B | $334.49B |
| 2025-03-31 | $523.75 | 918M | $480.8B | $30.72B | $81.27B | $531.36B |
| 2024-12-31 | $505.86 | 927M | $468.93B | $25.31B | $76.9B | $520.52B |
| 2024-09-30 | $584.68 | 923M | $539.66B | $32.4B | $78.01B | $585.27B |
| 2024-06-30 | $494.65 | 921M | $455.57B | $26.29B | $75.1B | $504.38B |
| 2024-03-31 | $489.70 | 920M | $450.52B | $28.41B | $73.64B | $495.75B |
| 2023-12-31 | $539.34 | 924M | $498.35B | $25.43B | $67.44B | $540.36B |
| 2023-09-30 | $504.19 | 926M | $466.88B | $38.92B | $63.37B | $491.33B |