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
- 3,114
- +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
- 1,242 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 |
|---|---|---|---|---|---|
| IFM Investors Pty Ltd | 176,191 | $83.3M | 1.26% | +5,109+3.0% | Added |
| Pictet & Cie (Europe) SA | 174,764 | $82.6M | 3.43% | −22,650−11.5% | Reduced |
| Ardevora Asset Management LLP | 173,709 | $82.1M | 1.47% | −6,439−3.6% | Reduced |
| Daiwa Securities Group Inc. | 170,328 | $80.5M | 0.56% | +16,198+10.5% | Added |
| Federated Hermes, Inc. | 168,124 | $79.5M | 0.20% | +28,740+20.6% | Added |
| Creative Planning | 166,799 | $78.8M | 0.11% | +8,787+5.6% | Added |
| Avalon Investment & Advisory | 166,793 | $78.8M | 2.16% | −3,366−2.0% | Reduced |
| Utah Retirement Systems | 166,643 | $78.8M | 1.14% | +500+0.3% | Added |
| Worldquant Millennium Advisors LLC | 166,630 | $78.7M | 1.46% | +34,876+26.5% | Added |
| Suvretta Capital Management, LLC | 165,164 | $78.1M | 3.77% | −91,550−35.7% | Reduced |
| Axiom Investors LLC | 164,710 | $77.8M | 1.28% | −130,932−44.3% | Reduced |
| Atalanta Sosnoff Capital, LLC | 163,595 | $77.3M | 2.25% | −49,002−23.0% | Reduced |
| Industrial Alliance Investment Management Inc. | 161,297 | $76.2M | 2.12% | +50,173+45.2% | Added |
| Swiss Life Asset Management Ltd | 161,239 | $76.2M | 1.15% | +23,062+16.7% | Added |
| Balyasny Asset Management LLC | 161,006 | $76.1M | 0.25% | +161,006 | New |
| Connectus Wealth, LLC | 159,411 | $75.4M | 1.86% | +39,030+32.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 158,395 | $74.9M | 0.64% | +458+0.3% | Added |
| Bristol Gate Capital Partners Inc. | 156,445 | $73.9M | 4.00% | −1,719−1.1% | Reduced |
| James Hambro & Partners | 154,307 | $72.9M | 5.33% | +8,224+5.6% | Added |
| Varma Mutual Pension Insurance Co | 152,022 | $71.8M | 0.88% | +5,000+3.4% | Added |
| Capital Fund Management S.A. | 150,568 | $71.2M | 1.39% | +115,830+333.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 150,205 | $71.0M | 0.38% | +65,789+77.9% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 150,000 | $70.9M | 3.83% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 148,936 | $70.5M | 0.88% | +7,508+5.3% | Added |
| Umb Bank N A | 148,842 | $70.3M | 1.13% | +838+0.6% | Added |
| Steadfast Capital Management LP | 147,957 | $69.9M | 2.10% | −18,519−11.1% | Reduced |
| Marsico Capital Management LLC | 147,930 | $69.9M | 3.27% | −1,708−1.1% | Reduced |
| Virginia Retirement Systems Et Al | 147,300 | $69.6M | 0.72% | −69,480−32.1% | Reduced |
| Employees Retirement System of Texas | 145,645 | $68.8M | 1.00% | +2,549+1.8% | Added |
| Mercer Global Advisors Inc | 141,872 | $67.0M | 0.30% | −1,511−1.1% | Reduced |
| State of Alaska, Department of Revenue | 141,100 | $66.7M | 0.79% | −1,890−1.3% | Reduced |
| Erste Asset Management GmbH | 141,471 | $66.6M | 1.27% | +4,530+3.3% | Added |
| Mutual of America Capital Management LLC | 140,561 | $66.4M | 0.79% | +10.0% | Added |
| Vaughan David Investments LLC | 140,180 | $66.2M | 2.00% | −3,435−2.4% | Reduced |
| New York Life Investment Management LLC | 139,131 | $65.8M | 0.73% | +184+0.1% | Added |
| Jupiter Asset Management Ltd | 138,520 | $65.4M | 0.90% | +26,769+24.0% | Added |
| Border to Coast Pensions Partnership Ltd | 137,155 | $64.8M | 1.74% | +23,056+20.2% | Added |
| Harvest Portfolios Group Inc. | 135,306 | $63.9M | 3.14% | +27,031+25.0% | Added |
| E. Ohman J:or Asset Management AB | 135,070 | $63.8M | 2.50% | +33,300+32.7% | Added |
| Financial Counselors Inc | 134,451 | $63.5M | 1.37% | +1,002+0.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 133,209 | $63.0M | 1.62% | +132,737+28,122.2% | Added |
| Bradley Foster & Sargent Inc | 132,119 | $62.4M | 1.49% | +1,165+0.9% | Added |
| Tiaa, FSB | 131,006 | $61.9M | 0.23% | +2,418+1.9% | Added |
| Cetera Advisor Networks LLC | 129,790 | $61.3M | 0.45% | +7,624+6.2% | Added |
| Bartlett & Co. Wealth Management LLC | 128,702 | $60.8M | 1.17% | +4,823+3.9% | Added |
| Bartlett & Co. LLC | 128,702 | $60.8M | 1.17% | +4,823+3.9% | Added |
| Commerce Bank | 128,064 | $60.5M | 0.47% | +2,945+2.4% | Added |
| Colony Group LLC | 127,281 | $60.2M | 0.89% | −9,948−7.2% | Reduced |
| United Capital Financial Advisers, LLC | 127,155 | $60.1M | 0.34% | −15,188−10.7% | Reduced |
| Sculptor Capital LP | 126,391 | $59.7M | 1.50% | +126,391 | New |
| Cambridge Investment Research Advisors, Inc. | 126,119 | $59.6M | 0.29% | −9,819−7.2% | Reduced |
| AE Wealth Management LLC | 124,982 | $59.1M | 0.38% | +13,216+11.8% | Added |
| GW&K Investment Management, LLC | 124,326 | $58.8M | 0.57% | −40,950−24.8% | Reduced |
| Martingale Asset Management L P | 123,810 | $58.5M | 1.13% | +4,224+3.5% | Added |
| Steward Partners Investment Advisory, LLC | 122,272 | $57.8M | 0.92% | −1,343−1.1% | Reduced |
| Gulf International Bank (UK) Ltd | 122,205 | $57.8M | 1.21% | −34,800−22.2% | Reduced |
| Yousif Capital Management, LLC | 121,813 | $57.6M | 0.75% | −6,608−5.1% | Reduced |
| Cornerstone Investment Partners, LLC | 121,123 | $57.2M | 3.79% | +15,585+14.8% | Added |
| MML Investors Services, LLC | 119,964 | $56.7M | 0.40% | −11,051−8.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 118,637 | $56.1M | 0.62% | +415+0.4% | Added |
| MAI Capital Management | 118,039 | $55.8M | 0.89% | +1,888+1.6% | Added |
| Morningstar Investment Services LLC | 118,813 | $55.8M | 0.75% | −4,010−3.3% | Reduced |
| Van Eck Associates Corp | 117,813 | $55.7M | 0.13% | +5,004+4.4% | Added |
| Zacks Investment Management | 117,757 | $55.7M | 0.75% | −9,877−7.7% | Reduced |
| Sands Capital Management, LLC | 116,954 | $55.3M | 0.18% | +1,469+1.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 115,967 | $55.0M | 4.11% | −4,512−3.7% | Reduced |
| PFM Health Sciences, LP | 116,067 | $54.9M | 2.53% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 115,643 | $54.7M | 1.00% | −4,289−3.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 115,357 | $54.5M | 1.25% | +9,760+9.2% | Added |
| Element Capital Management LLC | 115,256 | $54.5M | 4.11% | +115,256 | New |
| Davis Selected Advisers | 114,842 | $54.3M | 0.36% | −1,335−1.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 114,115 | $53.9M | 0.84% | −4,439−3.7% | Reduced |
| Jane Street Group, LLC | 113,289 | $53.5M | 0.09% | +6,941+6.5% | Added |
| Cornerstone Advisors, LLC | 112,100 | $53.0M | 2.46% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 111,390 | $52.6M | 3.37% | −13,620−10.9% | Reduced |
| Nicholas Company, Inc. | 111,270 | $52.6M | 1.07% | 00.0% | Unchanged |
| United Services Automobile Association | 111,218 | $52.6M | 1.69% | −15,465−12.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 110,619 | $52.3M | 1.15% | −1,092−1.0% | Reduced |
| Polaris Capital Management, LLC | 110,456 | $52.2M | 1.95% | 00.0% | Unchanged |
| Czech National Bank | 110,071 | $52.0M | 1.29% | +660+0.6% | Added |
| Thrivent Financial for Lutherans | 109,956 | $51.9M | 0.13% | −16,303−12.9% | Reduced |
| Alberta Investment Management Corp | 109,559 | $51.8M | 0.50% | −34,972−24.2% | Reduced |
| Bridges Investment Management Inc | 108,768 | $51.4M | 1.82% | +2,994+2.8% | Added |
| Ancora Advisors, LLC | 107,014 | $50.6M | 1.44% | +8,444+8.6% | Added |
| Oppenheimer Asset Management Inc. | 106,518 | $50.3M | 0.78% | −4,829−4.3% | Reduced |
| Cercano Management LLC | 104,185 | $49.2M | 1.97% | 00.0% | Unchanged |
| Discovery Capital Management, LLC | 103,450 | $48.9M | 6.61% | +103,450 | New |
| GWM Advisors LLC | 102,709 | $48.8M | 0.61% | −55,351−35.0% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 102,229 | $48.3M | 1.15% | +102,229 | New |
| First Long Island Investors, LLC | 101,456 | $47.9M | 4.87% | −14,559−12.5% | Reduced |
| Capital Advisors Inc | 101,455 | $47.9M | 1.29% | +10,096+11.1% | Added |
| Quintet Private Bank (Europe) S.A. | 101,137 | $47.8M | 2.84% | +101,137 | New |
| Citadel Advisors LLC | 100,368 | $47.4M | 0.05% | +87,635+688.3% | Added |
| Lido Advisors, LLC | 99,659 | $47.1M | 0.66% | +6,186+6.6% | Added |
| Adams Diversified Equity Fund, Inc. | 99,300 | $46.9M | 2.11% | 00.0% | Unchanged |
| CIBC World Markets Corp | 98,171 | $46.4M | 0.76% | −89,576−47.7% | Reduced |
| Gabelli Funds LLC | 97,625 | $46.1M | 0.35% | −7,750−7.4% | Reduced |
| Hardman Johnston Global Advisors LLC | 96,059 | $45.4M | 1.48% | −2,224−2.3% | Reduced |
| Credential Qtrade Securities Inc. | 95,845 | $45.3M | 3.01% | −14,113−12.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 95,700 | $45.2M | 0.62% | +16,000+20.1% | Added |