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, Q4 2022
Institutional positions in UnitedHealth Group Inc as of Dec 31, 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
- 3,160
- +232 vs. Q3 2022
- Shares held
- 820.2M
- +5.16M (+0.6%) vs. Q3 2022
- Total value
- $434.2B
- +$22.6B (+5.5%) vs. Q3 2022
- New holders
- 329
- 1,286 more added
- Sold out
- 97
- 1,218 more reduced
71 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 84,052,380 | $44.6B | 1.21% | +1,082,511+1.3% | Added |
| BlackRock Inc. | 74,418,906 | $39.5B | 1.24% | +3,072,282+4.3% | Added |
| FMR LLC | 48,417,742 | $25.7B | 2.55% | −1,965,776−3.9% | Reduced |
| State Street Corp | 46,198,425 | $24.5B | 1.44% | +239,552+0.5% | Added |
| Price T Rowe Associates Inc | 31,954,035 | $16.9B | 2.73% | −723,398−2.2% | Reduced |
| Capital World Investors | 30,693,055 | $16.3B | 3.47% | −2,535,566−7.6% | Reduced |
| Wellington Management Group LLP | 23,938,828 | $12.7B | 2.54% | −1,273,138−5.0% | Reduced |
| JPMorgan Chase & Co | 22,474,986 | $11.9B | 1.69% | +130,971+0.6% | Added |
| Capital Research Global Investors | 17,305,522 | $9.18B | 2.77% | −1,390,939−7.4% | Reduced |
| Geode Capital Management, LLC | 16,858,436 | $8.92B | 1.25% | +247,997+1.5% | Added |
| Capital International Investors | 16,493,591 | $8.74B | 2.35% | −1,382,190−7.7% | Reduced |
| Morgan Stanley | 15,635,038 | $8.29B | 0.94% | +1,893,192+13.8% | Added |
| Bank of America Corp | 10,575,599 | $5.61B | 0.70% | +183,228+1.8% | Added |
| Alliancebernstein L.P. | 10,499,294 | $5.57B | 2.51% | +414,032+4.1% | Added |
| Northern Trust Corp | 10,294,345 | $5.46B | 1.15% | −24,712−0.2% | Reduced |
| Royal Bank of Canada | 10,159,196 | $5.39B | 1.63% | −204,794−2.0% | Reduced |
| Norges Bank | 9,826,859 | $5.21B | 1.26% | +585,643+6.3% | Added |
| Bank of New York Mellon Corp | 8,896,542 | $4.72B | 1.08% | −383,892−4.1% | Reduced |
| Wells Fargo & Company | 7,737,286 | $4.10B | 1.30% | −40,097−0.5% | Reduced |
| Nuveen Asset Management, LLC | 7,238,550 | $3.84B | 1.49% | −37,509−0.5% | Reduced |
| Clearbridge Investments, LLC | 6,928,935 | $3.67B | 3.63% | −788,718−10.2% | Reduced |
| Legal & General Group Plc | 6,631,702 | $3.52B | 1.35% | −155,107−2.3% | Reduced |
| Janus Henderson Group PLC | 5,657,948 | $3.00B | 2.14% | −28,690−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 5,339,856 | $2.83B | 0.91% | +126,075+2.4% | Added |
| Sanders Capital, LLC | 5,169,904 | $2.74B | 7.18% | −1,733,670−25.1% | Reduced |
| UBS Asset Management Americas Inc | 5,153,490 | $2.73B | 1.43% | +239,777+4.9% | Added |
| Invesco Ltd. | 4,888,789 | $2.59B | 0.76% | −831,376−14.5% | Reduced |
| Franklin Resources Inc | 4,754,693 | $2.52B | 1.31% | +94,214+2.0% | Added |
| Goldman Sachs Group Inc | 4,692,309 | $2.49B | 0.71% | −152,716−3.2% | Reduced |
| Jennison Associates LLC | 4,688,147 | $2.49B | 2.56% | −64,451−1.4% | Reduced |
| Ameriprise Financial Inc | 4,125,798 | $2.19B | 0.75% | −520,731−11.2% | Reduced |
| GQG Partners LLC | 3,965,046 | $2.10B | 5.68% | +725,890+22.4% | Added |
| Swiss National Bank | 3,801,661 | $2.02B | 1.45% | −264,065−6.5% | Reduced |
| Barclays PLC | 3,614,766 | $1.92B | 1.66% | +1,327,564+58.0% | Added |
| Dodge & Cox | 3,528,710 | $1.87B | 1.28% | −273,705−7.2% | Reduced |
| Deutsche Bank AG | 3,296,568 | $1.75B | 1.01% | +274,019+9.1% | Added |
| UBS Group AG | 3,294,593 | $1.75B | 0.84% | +531,784+19.2% | Added |
| American Century Companies Inc | 3,251,406 | $1.72B | 1.41% | +120,211+3.8% | Added |
| Amundi | 3,380,243 | $1.67B | 0.91% | +759,440+29.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,092,752 | $1.64B | 1.30% | −9,883−0.3% | Reduced |
| TD Asset Management Inc | 2,980,184 | $1.58B | 1.95% | +6,235+0.2% | Added |
| Polen Capital Management LLC | 2,725,675 | $1.45B | 4.22% | −123,918−4.3% | Reduced |
| Credit Suisse AG | 2,703,551 | $1.43B | 1.54% | −28,132−1.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,667,164 | $1.41B | 1.09% | −101,292−3.7% | Reduced |
| California Public Employees Retirement System | 2,470,339 | $1.31B | 1.12% | +338,446+15.9% | Added |
| Canada Pension Plan Investment Board | 2,429,561 | $1.29B | 2.28% | −120,997−4.7% | Reduced |
| Manufacturers Life Insurance Company, The | 2,403,270 | $1.27B | 0.80% | −24,794−1.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,317,667 | $1.23B | 2.18% | +328,027+16.5% | Added |
| Schroder Investment Management Group | 2,300,334 | $1.22B | 1.94% | −78,065−3.3% | Reduced |
| Dimensional Fund Advisors LP | 2,259,673 | $1.20B | 0.42% | −211,894−8.6% | Reduced |
| Eagle Capital Management LLC | 2,185,766 | $1.16B | 5.49% | −726,183−24.9% | Reduced |
| Massachusetts Financial Services Co | 2,063,852 | $1.09B | 0.38% | +415,729+25.2% | Added |
| HSBC Holdings PLC | 2,060,866 | $1.09B | 1.36% | +924,167+81.3% | Added |
| Fiera Capital Corp | 2,038,973 | $1.08B | 3.36% | −54,747−2.6% | Reduced |
| Voya Investment Management LLC | 2,017,042 | $1.07B | 1.24% | +221,776+12.4% | Added |
| Stifel Financial Corp | 1,973,590 | $1.05B | 1.57% | −3,378−0.2% | Reduced |
| Ensign Peak Advisors, Inc | 1,955,253 | $1.04B | 2.33% | +72,704+3.9% | Added |
| New York State Common Retirement Fund | 1,926,567 | $1.02B | 1.40% | +3,459+0.2% | Added |
| Arrowstreet Capital, Limited Partnership | 1,909,559 | $1.01B | 1.42% | −531,832−21.8% | Reduced |
| Brown Advisory Inc | 1,884,321 | $999.0M | 1.86% | −233,640−11.0% | Reduced |
| Bank of Montreal | 1,808,237 | $982.1M | 0.77% | +365,031+25.3% | Added |
| Raymond James & Associates | 1,828,954 | $969.7M | 0.89% | +20,785+1.1% | Added |
| Putnam Investments LLC | 1,790,826 | $949.5M | 1.66% | −39,354−2.2% | Reduced |
| Nordea Investment Management AB | 1,673,343 | $883.2M | 1.37% | +39,461+2.4% | Added |
| Bessemer Group Inc | 1,651,983 | $875.8M | 2.13% | −13,094−0.8% | Reduced |
| Principal Financial Group Inc | 1,649,684 | $874.6M | 0.66% | −16,488−1.0% | Reduced |
| California State Teachers Retirement System | 1,624,872 | $861.5M | 1.35% | +19,000+1.2% | Added |
| Rhumbline Advisers | 1,615,720 | $856.6M | 1.15% | +70,805+4.6% | Added |
| FIL Ltd | 1,582,455 | $839.0M | 1.01% | −123,673−7.2% | Reduced |
| Boston Partners | 1,569,497 | $830.1M | 1.12% | −41,128−2.6% | Reduced |
| Macquarie Group Ltd | 1,554,040 | $823.9M | 0.97% | −50,705−3.2% | Reduced |
| Prudential Financial Inc | 1,523,215 | $807.6M | 1.36% | +25,053+1.7% | Added |
| Envestnet Asset Management Inc | 1,513,215 | $802.3M | 0.42% | +23,179+1.6% | Added |
| First Manhattan Co | 1,520,421 | $802.1M | 2.94% | −22,373−1.5% | Reduced |
| Citigroup Inc | 1,490,547 | $790.3M | 1.11% | +300,658+25.3% | Added |
| CIBC Private Wealth Group, LLC | 1,544,520 | $753.9M | 2.53% | +52,161+3.5% | Added |
| Swedbank AB | 1,415,531 | $750.5M | 1.65% | −36,835−2.5% | Reduced |
| Jensen Investment Management Inc | 1,393,098 | $738.6M | 5.78% | +185,736+15.4% | Added |
| Winslow Capital Management, LLC | 1,306,832 | $692.9M | 3.85% | −40,822−3.0% | Reduced |
| National Pension Service | 1,296,293 | $687.3M | 1.35% | +26,098+2.1% | Added |
| The PNC Financial Services Group, Inc. | 1,294,498 | $686.3M | 0.66% | −2,244−0.2% | Reduced |
| APG Asset Management N.V. | 1,273,064 | $675.0M | 1.28% | +908,313+249.0% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,267,703 | $672.1M | 3.36% | +919,153+263.7% | Added |
| WCM Investment Management, LLC | 1,243,997 | $659.5M | 2.20% | +67,983+5.8% | Added |
| Allianz Asset Management GmbH | 1,228,005 | $651.1M | 1.44% | +8,107+0.7% | Added |
| 1832 Asset Management L.P. | 1,225,569 | $649.8M | 1.34% | −570,768−31.8% | Reduced |
| Veritas Asset Management LLP | 1,194,235 | $633.2M | 5.18% | −206,756−14.8% | Reduced |
| Russell Investments Group, Ltd. | 1,190,529 | $631.2M | 1.30% | −27,411−2.3% | Reduced |
| Mawer Investment Management Ltd. | 1,180,962 | $626.1M | 3.53% | +38,343+3.4% | Added |
| Vontobel Asset Management Inc | 1,101,579 | $625.7M | 4.97% | −410,208−27.1% | Reduced |
| Lazard Asset Management LLC | 1,168,192 | $619.4M | 0.85% | +119,891+11.4% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 1,129,622 | $598.9M | 9.36% | −190,469−14.4% | Reduced |
| US Bancorp | 1,128,384 | $598.3M | 1.06% | +62,880+5.9% | Added |
| Robeco Institutional Asset Management B.V. | 1,118,872 | $593.2M | 1.71% | +176,987+18.8% | Added |
| Great West Life Assurance Co | 1,094,461 | $583.2M | 1.53% | +29,801+2.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,088,097 | $576.9M | 2.17% | −53,825−4.7% | Reduced |
| New York State Teachers Retirement System | 1,084,454 | $575.0M | 1.41% | −15,642−1.4% | Reduced |
| Standard Life Aberdeen plc | 1,080,995 | $573.1M | 1.56% | +143,403+15.3% | Added |
| DekaBank Deutsche Girozentrale | 1,084,329 | $571.8M | 1.51% | +183,772+20.4% | Added |
| Egerton Capital (UK) LLP | 1,064,026 | $564.1M | 4.85% | −85,473−7.4% | Reduced |