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; 3,395 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 | 3,395 | $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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 365,153 | $193.6M | 1.27% | +53,599+17.2% | Added |
| Janney Montgomery Scott LLC | 363,907 | $192.9M | 0.75% | +2,671+0.7% | Added |
| Advisor Group Holdings, Inc. | 361,269 | $191.7M | 0.39% | +24,311+7.2% | Added |
| Millennium Management LLC | 361,297 | $191.6M | 0.21% | +111,305+44.5% | Added |
| Evercore Wealth Management, LLC | 349,932 | $185.5M | 3.89% | −2,443−0.7% | Reduced |
| Zurich Insurance Group Ltd | 336,553 | $178.4M | 2.55% | +22,363+7.1% | Added |
| Teacher Retirement System of Texas | 335,048 | $177.6M | 1.30% | −12,488−3.6% | Reduced |
| Baird Financial Group, Inc. | 334,801 | $177.5M | 0.47% | +21,995+7.0% | Added |
| DSM Capital Partners LLC | 327,095 | $173.4M | 2.88% | −89,530−21.5% | Reduced |
| Pendal Group Limited | 323,504 | $171.5M | 1.48% | +139,527+75.8% | Added |
| Kensico Capital Management Corp | 323,000 | $171.2M | 8.17% | −13,800−4.1% | Reduced |
| Scotia Capital Inc. | 320,751 | $170.1M | 1.31% | −9,137−2.8% | Reduced |
| Nisa Investment Advisors, LLC | 306,011 | $162.2M | 1.28% | −8,147−2.6% | Reduced |
| ProShare Advisors LLC | 302,480 | $160.4M | 0.56% | +22,291+8.0% | Added |
| Teachers Retirement System of the State of Kentucky | 301,557 | $159.9M | 1.68% | −500−0.2% | Reduced |
| Bahl & Gaynor Inc | 301,008 | $159.6M | 1.00% | −54,785−15.4% | Reduced |
| Rockefeller Capital Management L.P. | 300,937 | $159.5M | 0.80% | +16,425+5.8% | Added |
| Caisse de Depot Et Placement du Quebec | 299,720 | $158.9M | 0.49% | +266,689+807.4% | Added |
| Axiom Investors LLC | 295,642 | $156.7M | 3.09% | +2,883+1.0% | Added |
| Gateway Investment Advisers LLC | 292,598 | $155.1M | 1.92% | +2,302+0.8% | Added |
| Echo Street Capital Management LLC | 282,595 | $149.8M | 1.45% | +281,939+42,978.5% | Added |
| Commonwealth Equity Services, LLC | 282,149 | $149.6M | 0.36% | +14,046+5.2% | Added |
| Penserra Capital Management LLC | 278,665 | $147.7M | 3.24% | +41,829+17.7% | Added |
| Boston Trust Walden Corp | 278,588 | $147.7M | 1.30% | −1,647−0.6% | Reduced |
| MetLife Investment Management | 277,955 | $147.4M | 1.12% | −5,687−2.0% | Reduced |
| Munro Partners | 274,765 | $145.7M | 8.33% | +19,440+7.6% | Added |
| Route One Investment Company, L.P. | 272,500 | $144.5M | 6.54% | −62,400−18.6% | Reduced |
| Tekla Capital Management LLC | 270,546 | $143.4M | 5.42% | −3,500−1.3% | Reduced |
| Rock Springs Capital Management LP | 270,000 | $143.1M | 3.44% | +500+0.2% | Added |
| Squarepoint Ops LLC | 268,643 | $142.4M | 1.04% | +256,926+2,192.8% | Added |
| Congress Asset Management Co | 268,409 | $142.3M | 1.43% | −5,528−2.0% | Reduced |
| Glenmede Trust Co NA | 268,220 | $142.2M | 0.83% | +48,439+22.0% | Added |
| Forsta Ap-Fonden | 267,800 | $142.0M | 1.60% | +41,200+18.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 267,303 | $141.7M | 2.87% | +14,449+5.7% | Added |
| Captrust Financial Advisors | 265,343 | $140.7M | 0.71% | +33,525+14.5% | Added |
| Keybank National Association | 261,539 | $138.7M | 0.68% | +10,528+4.2% | Added |
| Pinebridge Investments, L.P. | 261,448 | $138.6M | 1.68% | +28,789+12.4% | Added |
| Nissay Asset Management Corp | 259,317 | $137.5M | 1.31% | +10,673+4.3% | Added |
| Eagle Asset Management Inc | 264,772 | $137.3M | 0.84% | +1,435+0.5% | Added |
| Suvretta Capital Management, LLC | 256,714 | $136.1M | 5.72% | +15,717+6.5% | Added |
| Arizona State Retirement System | 254,866 | $135.1M | 1.30% | −153−0.1% | Reduced |
| Amalgamated Bank | 254,566 | $135.0M | 1.20% | −10,553−4.0% | Reduced |
| LGT Capital Partners Ltd. | 249,666 | $132.4M | 3.87% | −4,609−1.8% | Reduced |
| Vontobel Holding Ltd. | 248,836 | $131.5M | 1.33% | +27,105+12.2% | Added |
| CCLA Investment Management Ltd | 247,373 | $131.2M | 2.96% | +1,234+0.5% | Added |
| M&T Bank Corp | 247,052 | $131.0M | 0.53% | +12,625+5.4% | Added |
| ING Groep NV | 246,278 | $130.6M | 1.31% | +95,260+63.1% | Added |
| Oregon Public Employees Retirement Fund | 245,532 | $130.2M | 1.68% | +4,599+1.9% | Added |
| American International Group, Inc. | 245,009 | $129.9M | 0.91% | −4,185−1.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 243,252 | $129.0M | 0.34% | +3,297+1.4% | Added |
| Huntington National Bank | 242,500 | $128.6M | 1.34% | +8,953+3.8% | Added |
| DnB Asset Management AS | 239,052 | $126.7M | 0.89% | +11,060+4.9% | Added |
| Acadian Asset Management LLC | 235,176 | $124.7M | 0.61% | +121,799+107.4% | Added |
| Segall Bryant & Hamill, LLC | 233,307 | $123.7M | 1.38% | −14,168−5.7% | Reduced |
| Pinnacle Financial Partners Inc | 226,278 | $120.0M | 3.46% | +88,395+64.1% | Added |
| Bellevue Group AG | 224,294 | $118.9M | 1.58% | −72,460−24.4% | Reduced |
| Milestone Resources Group Ltd | 220,192 | $116.7M | 7.11% | 00.0% | Unchanged |
| Cincinnati Insurance Co | 220,081 | $116.7M | 2.33% | 00.0% | Unchanged |
| Tredje AP-fonden | 218,904 | $116.1M | 1.98% | +41,996+23.7% | Added |
| Rothschild & Co Asset Management US Inc. | 218,441 | $115.8M | 1.76% | +2,974+1.4% | Added |
| Clark Capital Management Group, Inc. | 218,237 | $115.7M | 1.07% | −13,990−6.0% | Reduced |
| Virginia Retirement Systems Et Al | 216,780 | $114.9M | 1.20% | −13,600−5.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 215,251 | $114.1M | 1.62% | −12,302−5.4% | Reduced |
| Atalanta Sosnoff Capital, LLC | 212,597 | $112.7M | 3.47% | −38,707−15.4% | Reduced |
| Regions Financial Corp | 211,190 | $112.0M | 1.03% | −604−0.3% | Reduced |
| Intech Investment Management LLC | 210,837 | $111.8M | 0.84% | −1,349−0.6% | Reduced |
| Factory Mutual Insurance Co | 208,600 | $110.6M | 1.67% | −23,500−10.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 206,787 | $109.6M | 2.86% | +41,447+25.1% | Added |
| Personal Capital Advisors Corp | 206,714 | $109.6M | 0.53% | +3,218+1.6% | Added |
| Westpac Banking Corp | 202,796 | $107.5M | 1.59% | +26,050+14.7% | Added |
| Johnson Investment Counsel Inc | 202,657 | $107.4M | 1.47% | −962−0.5% | Reduced |
| Xponance, Inc. | 200,995 | $106.6M | 1.73% | +17,388+9.5% | Added |
| Northwestern Mutual Wealth Management Co | 200,607 | $106.4M | 0.16% | −7,503−3.6% | Reduced |
| Findlay Park Partners LLP | 199,669 | $105.9M | 1.15% | −101,525−33.7% | Reduced |
| Argent Capital Management LLC | 198,746 | $105.4M | 3.79% | −1,087−0.5% | Reduced |
| Pictet & Cie (Europe) SA | 197,414 | $104.7M | 5.12% | −41,973−17.5% | Reduced |
| Davenport & Co LLC | 193,632 | $102.5M | 0.84% | −1,540−0.8% | Reduced |
| Bristol John W & Co Inc | 192,240 | $101.9M | 2.42% | −652−0.3% | Reduced |
| CIBC World Markets Corp | 187,747 | $99.5M | 0.67% | +149,676+393.1% | Added |
| Douglass Winthrop Advisors, LLC | 185,911 | $98.6M | 2.70% | +2,025+1.1% | Added |
| USS Investment Management Ltd | 183,103 | $97.1M | 1.40% | +14,154+8.4% | Added |
| Ardevora Asset Management LLP | 180,148 | $95.5M | 1.63% | +86,676+92.7% | Added |
| Riverbridge Partners LLC | 179,518 | $95.2M | 1.43% | −3,327−1.8% | Reduced |
| CIBC World Markets Inc. | 179,012 | $94.9M | 0.37% | −2,986−1.6% | Reduced |
| HM Payson & Co | 176,191 | $93.4M | 2.33% | +10,570+6.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 173,722 | $92.1M | 2.45% | +87,621+101.8% | Added |
| TD Waterhouse Canada Inc. | 159,157 | $92.1M | 1.01% | −2,770−1.7% | Reduced |
| IFM Investors Pty Ltd | 171,082 | $90.7M | 1.52% | +6,566+4.0% | Added |
| Westwood Holdings Group Inc. | 170,224 | $90.2M | 0.79% | −565−0.3% | Reduced |
| Avalon Investment & Advisory | 170,159 | $90.2M | 2.57% | +4,575+2.8% | Added |
| Steadfast Capital Management LP | 166,476 | $88.3M | 3.03% | −127,457−43.4% | Reduced |
| Utah Retirement Systems | 166,143 | $88.1M | 1.40% | −1,529−0.9% | Reduced |
| GW&K Investment Management, LLC | 165,276 | $87.6M | 0.89% | −3,108−1.8% | Reduced |
| Two Sigma Investments, LP | 164,310 | $87.1M | 0.28% | +164,310 | New |
| Assenagon Asset Management S.A. | 163,908 | $86.9M | 0.36% | −57,567−26.0% | Reduced |
| Bristol Gate Capital Partners Inc. | 158,164 | $83.9M | 4.79% | −2,797−1.7% | Reduced |
| Creative Planning | 158,012 | $83.8M | 0.13% | +18,975+13.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 157,937 | $83.7M | 0.71% | +21,119+15.4% | Added |
| Gulf International Bank (UK) Ltd | 157,005 | $83.2M | 1.47% | +80+0.1% | Added |
| Daiwa Securities Group Inc. | 154,130 | $82.0M | 0.63% | +10,609+7.4% | Added |