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, 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 | 3,395 | $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, 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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 1,055,267 | $498.7M | 3.17% | +74,463+7.6% | Added |
| APG Asset Management N.V. | 1,144,475 | $497.8M | 1.06% | −128,589−10.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,039,046 | $491.0M | 1.34% | −79,826−7.1% | Reduced |
| State Board of Administration of Florida Retirement System | 1,027,569 | $485.6M | 1.13% | −1,050−0.1% | Reduced |
| 1832 Asset Management L.P. | 1,009,600 | $477.1M | 0.98% | −215,969−17.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 999,321 | $472.3M | 1.83% | −88,776−8.2% | Reduced |
| Guardcap Asset Management Ltd | 982,477 | $464.3M | 6.49% | −5,820−0.6% | Reduced |
| Sustainable Growth Advisers, LP | 966,837 | $456.9M | 2.65% | +46,941+5.1% | Added |
| Ninety One UK Ltd | 964,529 | $455.8M | 1.42% | −12,929−1.3% | Reduced |
| Pictet Asset Management SA | 960,125 | $453.7M | 0.57% | −7,843−0.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 935,206 | $442.0M | 0.99% | −15,100−1.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 930,832 | $439.9M | 1.05% | +90,573+10.8% | Added |
| Ci Investments Inc. | 910,729 | $430.4M | 2.17% | −57,004−5.9% | Reduced |
| Victory Capital Management Inc | 902,137 | $426.3M | 0.48% | −32,501−3.5% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 891,167 | $421.2M | 3.90% | −172,433−16.2% | Reduced |
| First Republic Investment Management, Inc. | 882,159 | $416.9M | 0.88% | −84,060−8.7% | Reduced |
| Farallon Capital Management, L.L.C. | 866,000 | $409.3M | 2.48% | +866,000 | New |
| AXA S.A. | 857,914 | $405.4M | 1.39% | +51,804+6.4% | Added |
| Korea Investment CORP | 852,427 | $402.8M | 1.17% | −66,606−7.2% | Reduced |
| KBC Group NV | 841,417 | $397.6M | 1.69% | +127,173+17.8% | Added |
| Public Employees Retirement Association of Colorado | 827,592 | $391.1M | 2.02% | −5,789−0.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 824,444 | $389.6M | 1.35% | −19,217−2.3% | Reduced |
| Allen Investment Management LLC | 823,227 | $389.0M | 6.52% | −3,531−0.4% | Reduced |
| Aviva PLC | 799,801 | $378.0M | 1.71% | +67,813+9.3% | Added |
| Magellan Asset Management Ltd | 789,509 | $373.1M | 3.19% | +379,731+92.7% | Added |
| Mairs & Power Inc | 779,313 | $368.3M | 4.25% | +466+0.1% | Added |
| SEI Investments Co | 764,224 | $361.2M | 0.67% | +182,849+31.5% | Added |
| BNP Paribas Arbitrage, SA | 762,881 | $360.5M | 0.78% | +308,182+67.8% | Added |
| CI Private Wealth, LLC | 755,192 | $356.9M | 0.96% | +312,118+70.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 753,365 | $356.0M | 1.41% | −31,747−4.0% | Reduced |
| Handelsbanken Fonder AB | 750,705 | $354.8M | 2.05% | −34,645−4.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 740,227 | $349.8M | 0.86% | +15,150+2.1% | Added |
| William Blair Investment Management, LLC | 735,477 | $347.6M | 1.21% | +79,641+12.1% | Added |
| Capital Wealth Planning, LLC | 862,344 | $342.8M | 4.64% | +81,292+10.4% | Added |
| Lord, Abbett & Co. LLC | 724,630 | $342.5M | 1.23% | −117,807−14.0% | Reduced |
| Los Angeles Capital Management LLC | 723,197 | $341.8M | 1.52% | −15,708−2.1% | Reduced |
| Susquehanna International Group, LLP | 717,208 | $338.9M | 0.53% | +327,595+84.1% | Added |
| Harding Loevner LP | 712,113 | $336.5M | 1.92% | −5,683−0.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 710,115 | $335.6M | 0.64% | −32,052−4.3% | Reduced |
| Truist Financial Corp | 698,832 | $330.3M | 0.57% | −8,581−1.2% | Reduced |
| Mackenzie Financial Corp | 690,248 | $326.2M | 0.51% | −29,110−4.0% | Reduced |
| Toronto Dominion Bank | 685,199 | $323.6M | 0.53% | −16,944−2.4% | Reduced |
| CIBC Private Wealth Group, LLC | 1,525,605 | $321.7M | 0.94% | −18,915−1.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 673,587 | $318.3M | 2.22% | +2,228+0.3% | Added |
| Bank of Nova Scotia | 668,679 | $316.0M | 0.94% | +213,289+46.8% | Added |
| Allspring Global Investments Holdings, LLC | 666,858 | $315.2M | 0.52% | −134,117−16.7% | Reduced |
| Jarislowsky, Fraser Ltd | 662,414 | $313.1M | 1.93% | +6,138+0.9% | Added |
| Fiduciary Management Inc | 662,180 | $312.9M | 3.16% | +123,389+22.9% | Added |
| STRS Ohio | 661,879 | $312.8M | 1.35% | −13,510−2.0% | Reduced |
| LPL Financial LLC | 657,824 | $310.9M | 0.24% | −12,588−1.9% | Reduced |
| Man Group plc | – | $306.7M | 1.09% | – | – |
| AustralianSuper Pty Ltd | 631,096 | $298.2M | 2.06% | +95,934+17.9% | Added |
| Orbis Allan Gray Ltd | 613,458 | $289.9M | 2.28% | −92,258−13.1% | Reduced |
| Provident Trust Co | 605,284 | $286.1M | 7.38% | +9,290+1.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 573,807 | $271.2M | 1.32% | −4,037−0.7% | Reduced |
| Voloridge Investment Management, LLC | 564,036 | $266.6M | 1.32% | +539,723+2,219.9% | Added |
| Public Employees Retirement System of Ohio | 559,184 | $264.3M | 1.10% | −14,750−2.6% | Reduced |
| State of New Jersey Common Pension Fund D | 552,417 | $261.1M | 0.93% | +2,444+0.4% | Added |
| State of Wisconsin Investment Board | 545,229 | $257.7M | 0.77% | +36,092+7.1% | Added |
| AQR Capital Management LLC | 544,300 | $257.2M | 0.56% | −49,295−8.3% | Reduced |
| Fort Washington Investment Advisors Inc | 543,676 | $256.9M | 1.94% | −8,259−1.5% | Reduced |
| Fifth Third Bancorp | 543,019 | $256.6M | 1.19% | −54,920−9.2% | Reduced |
| ABN AMRO Bank N.V. | 534,000 | $252.6M | 5.64% | +534,000 | New |
| British Columbia Investment Management Corp | 528,253 | $249.6M | 2.60% | +45,752+9.5% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 526,000 | $248.6M | 4.68% | +526,000 | New |
| Nomura Asset Management Co Ltd | 518,976 | $245.3M | 1.29% | +24,090+4.9% | Added |
| HighTower Advisors, LLC | 512,138 | $241.9M | 0.53% | −24,087−4.5% | Reduced |
| Loomis Sayles & Co L P | 507,852 | $240.0M | 0.42% | +16,800+3.4% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 507,817 | $240.0M | 1.60% | +507,817 | New |
| Epoch Investment Partners, Inc. | 501,998 | $237.2M | 1.41% | −10,298−2.0% | Reduced |
| Natixis Advisors, L.P. | 494,884 | $233.9M | 0.80% | −28,246−5.4% | Reduced |
| Candriam Luxembourg S.C.A. | 536,484 | $233.4M | 1.62% | +44,209+9.0% | Added |
| Coho Partners, Ltd. | 491,323 | $232.2M | 4.01% | +67,775+16.0% | Added |
| Haverford Trust Co | 481,462 | $227.5M | 2.72% | +2270.0% | Added |
| D. E. Shaw & Co., Inc. | 471,301 | $222.7M | 0.36% | +17,375+3.8% | Added |
| Asset Management One Co.,Ltd. | 470,367 | $222.3M | 1.01% | +9,152+2.0% | Added |
| Storebrand Asset Management AS | 469,624 | $221.9M | 1.12% | +3,116+0.7% | Added |
| Cincinnati Financial Corp | 468,822 | $221.6M | 5.38% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 465,768 | $220.1M | 0.95% | +32,539+7.5% | Added |
| Marshall Wace, LLP | 463,007 | $218.8M | 0.54% | +457,936+9,030.5% | Added |
| Mariner, LLC | 458,163 | $216.5M | 0.63% | −21,396−4.5% | Reduced |
| First Trust Advisors LP | 453,878 | $214.5M | 0.25% | −257,383−36.2% | Reduced |
| M&G Investment Management Ltd | 445,652 | $210.8M | 1.49% | +43,340+10.8% | Added |
| Perpetual Ltd | 442,996 | $209.4M | 1.81% | +442,996 | New |
| Westfield Capital Management Co LP | 442,368 | $209.1M | 1.48% | +66,577+17.7% | Added |
| Treasurer of the State of North Carolina | 440,256 | $208.1M | 1.18% | +2,310+0.5% | Added |
| Artisan Partners Limited Partnership | 434,657 | $205.4M | 0.34% | +21,943+5.3% | Added |
| CIBC Asset Management Inc | 428,936 | $202.7M | 0.82% | +22,715+5.6% | Added |
| StonePine Asset Management Inc. | 421,578 | $199.2M | 4.82% | +361,065+596.7% | Added |
| Veritas Investment Partners (UK) Ltd. | 415,180 | $196.1M | 5.51% | −39,573−8.7% | Reduced |
| State of Tennessee, Treasury Department | 411,722 | $194.6M | 0.86% | −1,032−0.3% | Reduced |
| Focused Investors LLC | 409,200 | $193.4M | 6.66% | −21,450−5.0% | Reduced |
| Capital Group Private Client Services, Inc. | 402,654 | $190.3M | 2.36% | −109,955−21.5% | Reduced |
| Fred Alger Management, LLC | 402,194 | $190.1M | 1.02% | −205,362−33.8% | Reduced |
| Cerity Partners LLC | 385,214 | $185.8M | 0.86% | +6,786+1.8% | Added |
| Bahl & Gaynor Inc | 389,353 | $184.0M | 0.99% | +88,345+29.3% | Added |
| Calamos Advisors LLC | 387,376 | $183.1M | 0.92% | −41,227−9.6% | Reduced |
| Railway Pension Investments Ltd | 383,620 | $181.3M | 1.85% | −42,400−10.0% | Reduced |
| Advisor Group Holdings, Inc. | 370,426 | $176.3M | 0.33% | +9,157+2.5% | Added |
| Cloverfields Capital Group, LP | 372,344 | $176.0M | 52.55% | +1,847+0.5% | Added |