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, Q1 2023
Institutional positions in UnitedHealth Group Inc as of Mar 31, 2023. 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
- 3,115
- +26 vs. Q4 2022
- Shares held
- 879.0M
- +60.2M (+7.4%) vs. Q4 2022
- Total value
- $383.6B
- −$49.9B (−11.5%) vs. Q4 2022
- New holders
- 169
- 1,395 more added
- Sold out
- 143
- 1,243 more reduced
71 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 84,350,628 | $39.9B | 1.01% | +298,248+0.4% | Added |
| BlackRock Inc. | 74,928,539 | $35.4B | 1.05% | +509,633+0.7% | Added |
| State Street Corp | 45,548,879 | $21.5B | 1.21% | −649,546−1.4% | Reduced |
| FMR LLC | 45,515,091 | $21.5B | 1.97% | −2,902,651−6.0% | Reduced |
| Price T Rowe Associates Inc | 31,591,890 | $14.9B | 2.24% | −362,145−1.1% | Reduced |
| Capital World Investors | 29,385,548 | $13.9B | 2.87% | −1,307,507−4.3% | Reduced |
| Wellington Management Group LLP | 24,079,140 | $11.4B | 2.26% | +140,312+0.6% | Added |
| JPMorgan Chase & Co | 19,864,394 | $9.39B | 1.22% | −2,610,592−11.6% | Reduced |
| Geode Capital Management, LLC | 17,101,395 | $8.06B | 1.05% | +242,959+1.4% | Added |
| Morgan Stanley | 14,933,381 | $7.06B | 0.76% | −701,657−4.5% | Reduced |
| Capital Research Global Investors | 14,875,497 | $7.03B | 2.01% | −2,430,025−14.0% | Reduced |
| Capital International Investors | 14,806,681 | $7.00B | 1.80% | −1,686,910−10.2% | Reduced |
| Alliancebernstein L.P. | 11,350,080 | $5.36B | 2.30% | +850,786+8.1% | Added |
| Northern Trust Corp | 10,237,879 | $4.84B | 0.96% | −56,466−0.5% | Reduced |
| Norges Bank | 10,091,620 | $4.77B | 1.04% | +264,761+2.7% | Added |
| Royal Bank of Canada | 9,832,983 | $4.65B | 1.39% | −326,213−3.2% | Reduced |
| Bank of America Corp | 9,431,238 | $4.46B | 0.51% | −1,144,361−10.8% | Reduced |
| Bank of New York Mellon Corp | 8,305,538 | $3.93B | 0.87% | −591,004−6.6% | Reduced |
| Wells Fargo & Company | 7,638,278 | $3.61B | 1.11% | −99,008−1.3% | Reduced |
| Nuveen Asset Management, LLC | 7,317,824 | $3.46B | 1.29% | +79,274+1.1% | Added |
| Legal & General Group Plc | 6,669,852 | $3.15B | 1.13% | +38,150+0.6% | Added |
| Clearbridge Investments, LLC | 6,528,274 | $3.09B | 2.95% | −400,661−5.8% | Reduced |
| Charles Schwab Investment Management Inc | 5,781,589 | $2.72B | 0.83% | +441,733+8.3% | Added |
| Janus Henderson Group PLC | 5,718,685 | $2.70B | 1.78% | +60,737+1.1% | Added |
| Sanders Capital, LLC | 5,117,121 | $2.42B | 5.73% | −52,783−1.0% | Reduced |
| UBS Asset Management Americas Inc | 5,052,876 | $2.39B | 1.16% | −100,614−2.0% | Reduced |
| Franklin Resources Inc | 4,916,207 | $2.32B | 1.17% | +161,514+3.4% | Added |
| GQG Partners LLC | 4,843,962 | $2.29B | 5.99% | +878,916+22.2% | Added |
| Goldman Sachs Group Inc | 4,702,794 | $2.22B | 0.60% | +10,485+0.2% | Added |
| Invesco Ltd. | 4,502,940 | $2.13B | 0.59% | −385,849−7.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 4,496,764 | $2.13B | 1.52% | +1,829,600+68.6% | Added |
| Amundi | 3,730,010 | $1.90B | 1.02% | +349,767+10.3% | Added |
| Jennison Associates LLC | 3,723,495 | $1.76B | 1.61% | −964,652−20.6% | Reduced |
| Swiss National Bank | 3,708,061 | $1.75B | 1.20% | −93,600−2.5% | Reduced |
| Dodge & Cox | 3,489,512 | $1.65B | 1.12% | −39,198−1.1% | Reduced |
| UBS Group AG | 3,434,066 | $1.62B | 0.75% | +139,473+4.2% | Added |
| Deutsche Bank AG | 3,259,675 | $1.54B | 0.86% | −36,893−1.1% | Reduced |
| Ameriprise Financial Inc | 3,203,157 | $1.51B | 0.50% | −922,641−22.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,162,114 | $1.49B | 1.11% | +69,362+2.2% | Added |
| American Century Companies Inc | 3,013,647 | $1.42B | 1.12% | −237,759−7.3% | Reduced |
| Credit Suisse AG | 2,746,458 | $1.30B | 1.34% | +42,907+1.6% | Added |
| Polen Capital Management LLC | 2,712,634 | $1.28B | 3.38% | −13,041−0.5% | Reduced |
| TD Asset Management Inc | 2,596,894 | $1.23B | 1.48% | −383,290−12.9% | Reduced |
| Manufacturers Life Insurance Company, The | 2,452,287 | $1.16B | 0.65% | +49,017+2.0% | Added |
| Canada Pension Plan Investment Board | 2,419,304 | $1.14B | 1.81% | −10,257−0.4% | Reduced |
| Dimensional Fund Advisors LP | 2,375,667 | $1.12B | 0.38% | +115,994+5.1% | Added |
| Fiera Capital Corp | 2,331,733 | $1.10B | 3.29% | +292,760+14.4% | Added |
| Schroder Investment Management Group | 2,286,754 | $1.08B | 1.61% | −13,580−0.6% | Reduced |
| California Public Employees Retirement System | 2,195,980 | $1.04B | 0.92% | −274,359−11.1% | Reduced |
| Ensign Peak Advisors, Inc | 2,115,791 | $999.9M | 2.16% | +160,538+8.2% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 2,099,991 | $992.4M | 4.66% | +832,288+65.7% | Added |
| Eagle Capital Management LLC | 2,005,163 | $947.6M | 4.32% | −180,603−8.3% | Reduced |
| Brown Advisory Inc | 1,969,134 | $930.6M | 1.58% | +84,813+4.5% | Added |
| Bank of Montreal | 1,871,110 | $890.2M | 0.57% | +62,873+3.5% | Added |
| New York State Common Retirement Fund | 1,870,668 | $884.1M | 1.18% | −55,899−2.9% | Reduced |
| HSBC Holdings PLC | 1,842,916 | $871.6M | 1.12% | −217,950−10.6% | Reduced |
| Nordea Investment Management AB | 1,835,884 | $868.9M | 1.27% | +162,541+9.7% | Added |
| Stifel Financial Corp | 1,823,409 | $861.8M | 1.24% | −150,181−7.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,820,942 | $860.6M | 1.11% | −88,617−4.6% | Reduced |
| Raymond James & Associates | 1,817,597 | $859.0M | 0.75% | −11,357−0.6% | Reduced |
| Putnam Investments LLC | 1,814,337 | $857.4M | 1.38% | +23,511+1.3% | Added |
| Winslow Capital Management, LLC | 1,795,834 | $848.7M | 4.33% | +489,002+37.4% | Added |
| Rhumbline Advisers | 1,700,600 | $803.7M | 0.99% | +84,880+5.3% | Added |
| Lazard Asset Management LLC | 1,689,022 | $798.2M | 1.05% | +520,830+44.6% | Added |
| Boston Partners | 1,664,459 | $788.2M | 1.08% | +94,962+6.1% | Added |
| Macquarie Group Ltd | 1,660,567 | $784.7M | 0.93% | +106,527+6.9% | Added |
| FIL Ltd | 1,632,570 | $771.5M | 0.89% | +50,115+3.2% | Added |
| California State Teachers Retirement System | 1,608,519 | $760.2M | 1.13% | −16,353−1.0% | Reduced |
| First Manhattan Co | 1,605,889 | $755.5M | 2.90% | +85,468+5.6% | Added |
| Principal Financial Group Inc | 1,597,428 | $754.9M | 0.54% | −52,256−3.2% | Reduced |
| Envestnet Asset Management Inc | 5,511,174 | $732.9M | 0.35% | +3,997,959+264.2% | Added |
| Prudential Financial Inc | 1,543,518 | $729.5M | 1.14% | +20,303+1.3% | Added |
| Swedbank AB | 1,534,496 | $725.2M | 1.43% | +118,965+8.4% | Added |
| Bessemer Group Inc | 1,524,827 | $720.6M | 1.71% | −127,156−7.7% | Reduced |
| Barclays PLC | 1,483,071 | $700.9M | 0.73% | −2,131,695−59.0% | Reduced |
| Massachusetts Financial Services Co | 1,472,068 | $695.7M | 0.24% | −591,784−28.7% | Reduced |
| Veritas Asset Management LLP | 1,458,428 | $689.2M | 5.09% | +264,193+22.1% | Added |
| Renaissance Technologies LLC | 1,450,933 | $685.7M | 0.91% | +912,256+169.4% | Added |
| Citigroup Inc | 1,390,598 | $657.2M | 0.88% | −99,949−6.7% | Reduced |
| Voya Investment Management LLC | 1,380,433 | $652.4M | 0.70% | −636,609−31.6% | Reduced |
| Allianz Asset Management GmbH | 1,363,489 | $644.4M | 1.35% | +135,484+11.0% | Added |
| Jensen Investment Management Inc | 1,346,008 | $632.7M | 4.99% | −47,090−3.4% | Reduced |
| National Pension Service | 1,345,908 | $632.7M | 1.15% | +49,615+3.8% | Added |
| Russell Investments Group, Ltd. | 1,287,218 | $608.2M | 1.19% | +96,689+8.1% | Added |
| The PNC Financial Services Group, Inc. | 1,264,272 | $597.5M | 0.52% | −30,226−2.3% | Reduced |
| Vontobel Asset Management Inc | 1,157,840 | $587.1M | 4.24% | +56,261+5.1% | Added |
| Royal London Asset Management Ltd | 1,204,516 | $569.2M | 2.28% | +287,010+31.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,192,576 | $563.5M | 0.95% | −1,125,091−48.5% | Reduced |
| WCM Investment Management, LLC | 1,190,260 | $562.5M | 1.80% | −53,737−4.3% | Reduced |
| DekaBank Deutsche Girozentrale | 1,178,689 | $553.7M | 1.39% | +94,360+8.7% | Added |
| Mawer Investment Management Ltd. | 1,170,274 | $553.1M | 3.02% | −10,688−0.9% | Reduced |
| Longview Partners (Guernsey) LTD | 1,131,227 | $534.6M | 3.77% | +164,255+17.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,128,241 | $533.2M | 2.71% | +84,228+8.1% | Added |
| Neuberger Berman Group LLC | 1,116,948 | $527.9M | 0.49% | +157,401+16.4% | Added |
| Standard Life Aberdeen plc | 1,107,346 | $523.3M | 1.31% | +26,351+2.4% | Added |
| US Bancorp | 1,104,160 | $521.8M | 0.88% | −24,224−2.1% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 1,102,819 | $521.2M | 8.52% | −26,803−2.4% | Reduced |
| Great West Life Assurance Co | 1,083,367 | $512.6M | 1.27% | −11,094−1.0% | Reduced |
| Fayez Sarofim & Co | 1,074,391 | $507.7M | 1.78% | +62,981+6.2% | Added |
| New York State Teachers Retirement System | 1,061,584 | $501.7M | 1.18% | −22,870−2.1% | Reduced |