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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 372,219 | $175.9M | 1.16% | +2,700+0.7% | Added |
| Alphinity Investment Management Pty Ltd | 362,867 | $171.5M | 3.84% | −33,812−8.5% | Reduced |
| Blair William & Co | 362,406 | $171.3M | 0.68% | −4,032−1.1% | Reduced |
| Zurich Insurance Group Ltd | 362,370 | $171.3M | 2.15% | +25,817+7.7% | Added |
| Janney Montgomery Scott LLC | 361,849 | $171.0M | 0.70% | −2,058−0.6% | Reduced |
| Public Sector Pension Investment Board | 358,463 | $169.4M | 1.28% | −53,440−13.0% | Reduced |
| Kensico Capital Management Corp | 358,100 | $169.2M | 7.54% | +35,100+10.9% | Added |
| Menora Mivtachim Holdings Ltd. | 356,841 | $168.6M | 1.74% | +233,841+190.1% | Added |
| Banque Pictet & Cie SA | 355,683 | $168.1M | 1.63% | −87,541−19.8% | Reduced |
| Millennium Management LLC | 352,809 | $166.7M | 0.19% | −8,488−2.3% | Reduced |
| Evercore Wealth Management, LLC | 342,889 | $162.0M | 3.23% | −7,043−2.0% | Reduced |
| Baird Financial Group, Inc. | 342,484 | $161.9M | 0.40% | +7,683+2.3% | Added |
| Scotia Capital Inc. | 342,015 | $161.6M | 1.18% | +21,264+6.6% | Added |
| Third Point LLCSuperinvestorThird Point | 335,000 | $158.3M | 2.59% | −335,000−50.0% | Reduced |
| Great Lakes Advisors, LLC | 331,384 | $156.6M | 1.42% | +178,538+116.8% | Added |
| Teacher Retirement System of Texas | 324,147 | $153.2M | 1.03% | −10,901−3.3% | Reduced |
| Eagle Asset Management Inc | 323,683 | $153.0M | 0.90% | +58,911+22.2% | Added |
| Rockefeller Capital Management L.P. | 320,515 | $151.5M | 0.65% | +19,578+6.5% | Added |
| Canoe Financial LP | 320,776 | $150.9M | 2.11% | +320,776 | New |
| ProShare Advisors LLC | 317,685 | $150.1M | 0.46% | +15,205+5.0% | Added |
| Teachers Retirement System of the State of Kentucky | 315,257 | $149.0M | 1.49% | +13,700+4.5% | Added |
| Caisse de Depot Et Placement du Quebec | 308,983 | $146.0M | 0.42% | +9,263+3.1% | Added |
| Penserra Capital Management LLC | 305,652 | $144.4M | 3.00% | +26,987+9.7% | Added |
| DSM Capital Partners LLC | 303,708 | $143.5M | 2.35% | −23,387−7.1% | Reduced |
| Boston Trust Walden Corp | 302,346 | $142.9M | 1.23% | +23,758+8.5% | Added |
| National Bank of Canada | 299,173 | $142.5M | 0.39% | −184,047−38.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 298,670 | $141.1M | 2.54% | +31,367+11.7% | Added |
| Findlay Park Partners LLP | 297,284 | $140.5M | 1.48% | +97,615+48.9% | Added |
| Commonwealth Equity Services, LLC | 288,433 | $136.3M | 0.30% | +6,284+2.2% | Added |
| Nisa Investment Advisors, LLC | 288,064 | $136.1M | 1.07% | −17,947−5.9% | Reduced |
| LGT Capital Partners Ltd. | 284,334 | $134.4M | 3.74% | +34,668+13.9% | Added |
| Glenmede Trust Co NA | 279,272 | $132.0M | 0.75% | +11,052+4.1% | Added |
| Munro Partners | 276,815 | $130.8M | 6.40% | +2,050+0.7% | Added |
| OrbiMed Advisors LLC | 276,000 | $130.4M | 2.58% | −104,500−27.5% | Reduced |
| MetLife Investment Management | 275,148 | $130.0M | 0.94% | −2,807−1.0% | Reduced |
| Rock Springs Capital Management LP | 270,000 | $127.6M | 3.05% | 00.0% | Unchanged |
| Amalgamated Bank | 268,279 | $126.8M | 1.08% | +13,713+5.4% | Added |
| DnB Asset Management AS | 268,229 | $126.8M | 0.80% | +29,177+12.2% | Added |
| Echo Street Capital Management LLC | 268,173 | $126.7M | 1.14% | −14,422−5.1% | Reduced |
| Congress Asset Management Co | 266,394 | $125.9M | 1.17% | −2,015−0.8% | Reduced |
| Nissay Asset Management Corp | 265,485 | $125.5M | 1.12% | +6,168+2.4% | Added |
| Captrust Financial Advisors | 264,916 | $125.2M | 0.55% | −427−0.2% | Reduced |
| Gateway Investment Advisers LLC | 263,682 | $124.6M | 1.52% | −28,916−9.9% | Reduced |
| Crake Asset Management LLP | 260,800 | $123.3M | 17.84% | +260,800 | New |
| Arizona State Retirement System | 255,117 | $120.6M | 1.08% | +251+0.1% | Added |
| Pinebridge Investments, L.P. | 253,731 | $119.9M | 1.35% | −7,717−3.0% | Reduced |
| Panagora Asset Management Inc | 250,225 | $118.3M | 0.75% | −114,928−31.5% | Reduced |
| Vontobel Holding Ltd. | 249,997 | $118.1M | 1.10% | +1,161+0.5% | Added |
| Acadian Asset Management LLC | 248,504 | $117.4M | 0.51% | +13,328+5.7% | Added |
| M&T Bank Corp | 247,988 | $117.2M | 0.45% | +936+0.4% | Added |
| CCLA Investment Management Ltd | 247,373 | $116.8M | 2.30% | 00.0% | Unchanged |
| American International Group, Inc. | 246,238 | $116.4M | 0.76% | +1,229+0.5% | Added |
| Huntington National Bank | 243,428 | $115.0M | 1.14% | +928+0.4% | Added |
| Forsta Ap-Fonden | 242,300 | $114.5M | 1.35% | −25,500−9.5% | Reduced |
| Oregon Public Employees Retirement Fund | 240,886 | $113.8M | 1.41% | −4,646−1.9% | Reduced |
| Johnson Investment Counsel Inc | 235,848 | $111.5M | 1.48% | +33,191+16.4% | Added |
| Tekla Capital Management LLC | 234,173 | $110.7M | 4.21% | −36,373−13.4% | Reduced |
| Waverton Investment Management Ltd | 232,342 | $109.8M | 3.39% | +189,684+444.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 230,710 | $109.0M | 0.25% | −12,542−5.2% | Reduced |
| Tredje AP-fonden | 230,519 | $108.9M | 1.69% | +11,615+5.3% | Added |
| Segall Bryant & Hamill, LLC | 229,364 | $108.4M | 1.17% | −3,943−1.7% | Reduced |
| Keybank National Association | 228,544 | $108.0M | 0.51% | −32,995−12.6% | Reduced |
| Regions Financial Corp | 226,300 | $106.9M | 0.96% | +15,110+7.2% | Added |
| Consulta Ltd | 225,000 | $106.3M | 8.37% | +100,000+80.0% | Added |
| Empower Advisory Group, LLC | 213,576 | $105.5M | 0.47% | +213,576 | New |
| Pinnacle Financial Partners Inc | 223,267 | $105.5M | 2.83% | −3,011−1.3% | Reduced |
| Clark Capital Management Group, Inc. | 220,273 | $104.1M | 1.16% | +2,036+0.9% | Added |
| Two Sigma Investments, LP | 220,133 | $104.0M | 0.31% | +55,823+34.0% | Added |
| Cincinnati Insurance Co | 220,081 | $104.0M | 2.08% | 00.0% | Unchanged |
| Milestone Resources Group Ltd | 220,014 | $104.0M | 5.82% | −178−0.1% | Reduced |
| Route One Investment Company, L.P. | 219,250 | $103.6M | 4.10% | −53,250−19.5% | Reduced |
| Intech Investment Management LLC | 216,421 | $102.3M | 0.83% | +5,584+2.6% | Added |
| Agf Management Ltd | 214,459 | $101.4M | 0.70% | −382,549−64.1% | Reduced |
| PointState Capital LP | 213,580 | $100.9M | 5.66% | +175,770+464.9% | Added |
| Westpac Banking Corp | 211,185 | $99.8M | 1.34% | +8,389+4.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 210,351 | $99.4M | 1.34% | −4,900−2.3% | Reduced |
| TCW Group Inc | 208,491 | $98.5M | 1.26% | +208,491 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 205,346 | $97.0M | 6.20% | +196,285+2,166.3% | Added |
| Natixis | 204,462 | $96.6M | 0.89% | +124,010+154.1% | Added |
| Xponance, Inc. | 204,072 | $96.4M | 1.41% | +3,077+1.5% | Added |
| Northwestern Mutual Wealth Management Co | 199,394 | $94.2M | 0.13% | −1,213−0.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 197,404 | $93.3M | 2.42% | +11,493+6.2% | Added |
| Argent Capital Management LLC | 197,349 | $93.3M | 3.23% | −1,397−0.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 197,177 | $93.2M | 2.47% | +23,455+13.5% | Added |
| Bellevue Group AG | 194,811 | $92.1M | 1.34% | −29,483−13.1% | Reduced |
| Texas Permanent School Fund | 194,796 | $92.1M | 0.91% | +62,043+46.7% | Added |
| Bristol John W & Co Inc | 192,823 | $91.1M | 1.87% | +583+0.3% | Added |
| Davenport & Co LLC | 192,911 | $91.0M | 0.72% | −721−0.4% | Reduced |
| Armistice Capital, LLC | 192,000 | $90.7M | 2.11% | +152,000+380.0% | Added |
| Ferguson Wellman Capital Management, Inc | 191,916 | $90.7M | 2.28% | −14,871−7.2% | Reduced |
| Factory Mutual Insurance Co | 187,900 | $88.8M | 1.39% | −20,700−9.9% | Reduced |
| USS Investment Management Ltd | 186,860 | $88.3M | 1.22% | +3,757+2.1% | Added |
| Quadrature Capital Ltd | 184,976 | $87.4M | 2.39% | +59,159+47.0% | Added |
| Westwood Holdings Group Inc. | 182,269 | $86.1M | 0.77% | +12,045+7.1% | Added |
| HM Payson & Co | 181,552 | $85.8M | 2.06% | +5,361+3.0% | Added |
| Squarepoint Ops LLC | 180,462 | $85.3M | 0.60% | −88,181−32.8% | Reduced |
| La Financiere de L'Echiquier | 179,403 | $84.8M | 4.45% | +42,561+31.1% | Added |
| CIBC World Markets Inc. | 178,600 | $84.4M | 0.31% | −412−0.2% | Reduced |
| TD Waterhouse Canada Inc. | 152,132 | $83.5M | 0.86% | −7,025−4.4% | Reduced |
| Riverbridge Partners LLC | 176,312 | $83.3M | 1.17% | −3,206−1.8% | Reduced |