UnitedHealth Group Inc
UNH- Exchange
- NYSE
- Industry
- Hospital & Medical Service Plans
- SEC CIK
- 0000731766
In the last 90 days, UnitedHealth Group Inc insiders filed 0 open-market purchases and 2 sales; 3,394 institutions reported holding it in 13F filings for Q2 2026, worth $325.1B in total; 3 superinvestors hold it, including H&H International Investment and Tiger Global Management.
13F holders, Q3 2022
Institutional positions in UnitedHealth Group Inc as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,999
- +72 vs. Q2 2022
- Shares held
- 818.9M
- −1.95M (−0.2%) vs. Q2 2022
- Total value
- $413.5B
- −$8.32B (−2.0%) vs. Q2 2022
- New holders
- 149
- 1,240 more added
- Sold out
- 77
- 1,218 more reduced
38 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UNH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,394 | $325.1B |
| Q1 2026 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $418.3B |
| Q4 2021 | 2,909 | $413.9B |
| Q3 2021 | 2,573 | $321.7B |
| Q2 2021 | 2,592 | $330.1B |
| Q1 2021 | 2,516 | $307.3B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 82,969,869 | $41.9B | 1.23% | +851,994+1.0% | Added |
| BlackRock Inc. | 71,346,624 | $36.0B | 1.23% | −363,232−0.5% | Reduced |
| FMR LLC | 50,383,518 | $25.4B | 2.65% | +570,048+1.1% | Added |
| State Street Corp | 45,958,873 | $23.2B | 1.47% | +87,004+0.2% | Added |
| Capital World Investors | 33,228,621 | $16.8B | 3.77% | −892,645−2.6% | Reduced |
| Price T Rowe Associates Inc | 32,677,433 | $16.6B | 2.73% | −4,175,961−11.3% | Reduced |
| Wellington Management Group LLP | 25,211,966 | $12.7B | 2.71% | −1,326,641−5.0% | Reduced |
| JPMorgan Chase & Co | 22,344,015 | $11.3B | 1.75% | +2,089,896+10.3% | Added |
| Capital Research Global Investors | 18,696,461 | $9.44B | 3.10% | −526,956−2.7% | Reduced |
| Capital International Investors | 17,875,781 | $9.03B | 2.63% | −254,632−1.4% | Reduced |
| Geode Capital Management, LLC | 16,610,439 | $8.38B | 1.27% | +273,727+1.7% | Added |
| Morgan Stanley | 13,741,846 | $6.94B | 0.95% | +244,061+1.8% | Added |
| Bank of America Corp | 10,392,371 | $5.25B | 0.69% | −705,844−6.4% | Reduced |
| Royal Bank of Canada | 10,363,990 | $5.23B | 1.75% | −419,341−3.9% | Reduced |
| Northern Trust Corp | 10,319,057 | $5.21B | 1.19% | −98,775−0.9% | Reduced |
| Alliancebernstein L.P. | 10,085,262 | $5.09B | 2.47% | −312,973−3.0% | Reduced |
| Bank of New York Mellon Corp | 9,280,434 | $4.69B | 1.14% | −45,813−0.5% | Reduced |
| Norges Bank | 9,241,216 | $4.67B | 1.24% | +248,887+2.8% | Added |
| Wells Fargo & Company | 7,777,383 | $3.93B | 1.35% | −58,280−0.7% | Reduced |
| Clearbridge Investments, LLC | 7,717,653 | $3.90B | 3.93% | −452,709−5.5% | Reduced |
| Nuveen Asset Management, LLC | 7,276,059 | $3.67B | 1.49% | +367,153+5.3% | Added |
| Sanders Capital, LLC | 6,903,574 | $3.49B | 9.59% | +10,411+0.2% | Added |
| Legal & General Group Plc | 6,786,809 | $3.43B | 1.34% | −176,963−2.5% | Reduced |
| Invesco Ltd. | 5,720,165 | $2.89B | 0.93% | −507,333−8.1% | Reduced |
| Janus Henderson Group PLC | 5,686,638 | $2.87B | 2.15% | −76,818−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 5,213,781 | $2.63B | 0.94% | +35,276+0.7% | Added |
| UBS Asset Management Americas Inc | 4,913,713 | $2.48B | 1.39% | −391,381−7.4% | Reduced |
| Goldman Sachs Group Inc | 4,845,025 | $2.45B | 0.72% | −25,683−0.5% | Reduced |
| Jennison Associates LLC | 4,752,598 | $2.40B | 2.39% | +1,047,892+28.3% | Added |
| Franklin Resources Inc | 4,660,479 | $2.35B | 1.28% | −34,830−0.7% | Reduced |
| Ameriprise Financial Inc | 4,646,529 | $2.35B | 0.87% | −281,050−5.7% | Reduced |
| Swiss National Bank | 4,065,726 | $2.05B | 1.47% | −15,700−0.4% | Reduced |
| Dodge & Cox | 3,802,415 | $1.92B | 1.46% | −254,175−6.3% | Reduced |
| GQG Partners LLC | 3,239,156 | $1.64B | 4.73% | +125,974+4.0% | Added |
| American Century Companies Inc | 3,131,195 | $1.58B | 1.39% | +118,405+3.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,102,635 | $1.57B | 1.29% | −6,182−0.2% | Reduced |
| Deutsche Bank AG | 3,022,549 | $1.53B | 0.92% | −2,692−0.1% | Reduced |
| TD Asset Management Inc | 2,973,949 | $1.51B | 1.89% | −23,992−0.8% | Reduced |
| Eagle Capital Management LLC | 2,911,949 | $1.47B | 6.70% | +41,703+1.5% | Added |
| Polen Capital Management LLC | 2,849,593 | $1.44B | 4.02% | −67,080−2.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,768,456 | $1.40B | 1.12% | +2,768,456 | New |
| UBS Group AG | 2,762,809 | $1.40B | 0.80% | −109,538−3.8% | Reduced |
| Amundi | 2,620,803 | $1.38B | 0.82% | +847,121+47.8% | Added |
| Credit Suisse AG | 2,731,683 | $1.38B | 1.56% | +68,160+2.6% | Added |
| Canada Pension Plan Investment Board | 2,550,558 | $1.29B | 2.19% | +190,357+8.1% | Added |
| Dimensional Fund Advisors LP | 2,471,567 | $1.25B | 0.48% | −261,441−9.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,441,391 | $1.23B | 1.82% | −249,662−9.3% | Reduced |
| Manufacturers Life Insurance Company, The | 2,428,064 | $1.23B | 0.86% | −17,705−0.7% | Reduced |
| Schroder Investment Management Group | 2,378,399 | $1.20B | 1.99% | −117,030−4.7% | Reduced |
| Barclays PLC | 2,287,202 | $1.16B | 1.28% | +627,494+37.8% | Added |
| California Public Employees Retirement System | 2,131,893 | $1.08B | 0.99% | +327,485+18.1% | Added |
| Brown Advisory Inc | 2,117,961 | $1.07B | 2.08% | +203,873+10.7% | Added |
| Eaton Vance Management | 1,998,408 | $1.01B | 1.50% | −12,350−0.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,989,640 | $1.00B | 1.94% | +21,699+1.1% | Added |
| Stifel Financial Corp | 1,976,968 | $998.5M | 1.64% | −22,734−1.1% | Reduced |
| New York State Common Retirement Fund | 1,923,108 | $971.2M | 1.41% | −241,247−11.1% | Reduced |
| Fiera Capital Corp | 2,093,720 | $962.2M | 3.45% | −87,090−4.0% | Reduced |
| Ensign Peak Advisors, Inc | 1,882,549 | $950.8M | 2.36% | +19,865+1.1% | Added |
| Putnam Investments LLC | 1,830,180 | $924.3M | 1.76% | +53,581+3.0% | Added |
| Raymond James & Associates | 1,808,169 | $913.2M | 0.92% | −6,785−0.4% | Reduced |
| 1832 Asset Management L.P. | 1,796,337 | $907.2M | 1.93% | −179,472−9.1% | Reduced |
| Voya Investment Management LLC | 1,795,266 | $906.7M | 1.09% | +1,036,589+136.6% | Added |
| FIL Ltd | 1,706,128 | $861.7M | 1.11% | +60,730+3.7% | Added |
| Principal Financial Group Inc | 1,666,172 | $841.5M | 0.67% | +37,010+2.3% | Added |
| Bessemer Group Inc | 1,665,077 | $840.9M | 2.19% | −204,591−10.9% | Reduced |
| Nordea Investment Management AB | 1,633,882 | $840.4M | 1.36% | −68,015−4.0% | Reduced |
| Vontobel Asset Management Inc | 1,511,787 | $833.7M | 6.59% | −80,181−5.0% | Reduced |
| Massachusetts Financial Services Co | 1,648,123 | $832.4M | 0.31% | +1,123,340+214.1% | Added |
| Boston Partners | 1,610,625 | $815.5M | 1.19% | −393,046−19.6% | Reduced |
| California State Teachers Retirement System | 1,605,872 | $811.0M | 1.37% | −33,417−2.0% | Reduced |
| Macquarie Group Ltd | 1,604,745 | $810.5M | 0.99% | −57,688−3.5% | Reduced |
| Rhumbline Advisers | 1,544,915 | $780.2M | 1.16% | +46,624+3.1% | Added |
| First Manhattan Co | 1,542,794 | $775.3M | 3.28% | −57,015−3.6% | Reduced |
| Prudential Financial Inc | 1,498,162 | $756.7M | 1.28% | −52,107−3.4% | Reduced |
| CIBC Private Wealth Group, LLC | 1,492,359 | $753.7M | 2.03% | +16,939+1.1% | Added |
| Envestnet Asset Management Inc | 1,490,036 | $752.5M | 0.43% | +8,941+0.6% | Added |
| Bank of Montreal | 1,443,206 | $741.3M | 0.58% | −703,643−32.8% | Reduced |
| Swedbank AB | 1,452,366 | $733.5M | 1.75% | −43,838−2.9% | Reduced |
| Veritas Asset Management LLP | 1,400,991 | $707.6M | 5.85% | −21,415−1.5% | Reduced |
| Winslow Capital Management, LLC | 1,347,654 | $680.6M | 3.98% | +155,600+13.1% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 1,320,091 | $666.7M | 9.90% | −21,404−1.6% | Reduced |
| The PNC Financial Services Group, Inc. | 1,296,742 | $654.9M | 0.69% | −26,336−2.0% | Reduced |
| National Pension Service | 1,270,195 | $646.3M | 1.35% | +23,410+1.9% | Added |
| Allianz Asset Management GmbH | 1,219,898 | $616.1M | 1.41% | −1,228,554−50.2% | Reduced |
| Russell Investments Group, Ltd. | 1,217,940 | $615.3M | 1.35% | +41,605+3.5% | Added |
| Jensen Investment Management Inc | 1,207,362 | $609.8M | 5.31% | +93,674+8.4% | Added |
| Citigroup Inc | 1,189,889 | $600.9M | 0.85% | −147,859−11.1% | Reduced |
| WCM Investment Management, LLC | 1,176,014 | $598.4M | 2.15% | +371,472+46.2% | Added |
| Lord, Abbett & Co. LLC | 1,151,270 | $581.4M | 2.12% | +14,985+1.3% | Added |
| Egerton Capital (UK) LLP | 1,149,499 | $580.5M | 4.51% | −347,821−23.2% | Reduced |
| HSBC Holdings PLC | 1,136,699 | $578.1M | 1.04% | +37,220+3.4% | Added |
| Mawer Investment Management Ltd. | 1,142,619 | $577.1M | 3.50% | −55,007−4.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,141,922 | $576.7M | 2.36% | −32,771−2.8% | Reduced |
| New York State Teachers Retirement System | 1,100,096 | $555.6M | 1.44% | −3,847−0.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,090,652 | $550.8M | 3.18% | −4,242−0.4% | Reduced |
| US Bancorp | 1,065,504 | $538.1M | 1.11% | −9,391−0.9% | Reduced |
| Great West Life Assurance Co | 1,064,660 | $538.0M | 1.53% | −36,677−3.3% | Reduced |
| Lazard Asset Management LLC | 1,048,301 | $529.4M | 0.77% | +52,134+5.2% | Added |
| Korea Investment CORP | 1,044,360 | $527.4M | 1.62% | +26,569+2.6% | Added |
| State Board of Administration of Florida Retirement System | 1,039,519 | $525.0M | 1.35% | +1,364+0.1% | Added |