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, Q2 2023
Institutional positions in UnitedHealth Group Inc as of Jun 30, 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
- 3,137
- +46 vs. Q1 2023
- Shares held
- 808.2M
- −70.5M (−8.0%) vs. Q1 2023
- Total value
- $388.4B
- +$4.95B (+1.3%) vs. Q1 2023
- New holders
- 168
- 1,452 more added
- Sold out
- 122
- 1,180 more reduced
24 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 83,897,141 | $40.3B | 0.96% | −453,487−0.5% | Reduced |
| BlackRock Inc. | 74,159,576 | $35.6B | 0.99% | −768,963−1.0% | Reduced |
| State Street Corp | 46,313,751 | $22.3B | 1.17% | +764,872+1.7% | Added |
| FMR LLC | 44,941,437 | $21.6B | 1.81% | −573,654−1.3% | Reduced |
| Capital World Investors | 29,163,746 | $14.0B | 2.70% | −221,802−0.8% | Reduced |
| Price T Rowe Associates Inc | 27,941,472 | $13.4B | 1.87% | −3,650,418−11.6% | Reduced |
| Wellington Management Group LLP | 24,692,708 | $11.9B | 2.25% | +613,568+2.5% | Added |
| JPMorgan Chase & Co | 22,408,471 | $10.8B | 1.23% | +2,544,077+12.8% | Added |
| Geode Capital Management, LLC | 17,546,024 | $8.41B | 0.99% | +444,629+2.6% | Added |
| Morgan Stanley | 16,162,707 | $7.77B | 0.77% | +1,229,326+8.2% | Added |
| Capital Research Global Investors | 14,404,015 | $6.92B | 1.86% | −471,482−3.2% | Reduced |
| Capital International Investors | 13,524,396 | $6.50B | 1.57% | −1,282,285−8.7% | Reduced |
| Alliancebernstein L.P. | 11,749,819 | $5.65B | 2.30% | +399,739+3.5% | Added |
| Norges Bank | 10,507,967 | $5.05B | 1.00% | +416,347+4.1% | Added |
| Royal Bank of Canada | 9,988,653 | $4.80B | 1.34% | +155,670+1.6% | Added |
| Bank of America Corp | 9,503,175 | $4.57B | 0.54% | +71,937+0.8% | Added |
| Northern Trust Corp | 9,446,019 | $4.54B | 0.87% | −791,860−7.7% | Reduced |
| Bank of New York Mellon Corp | 8,061,951 | $3.87B | 0.81% | −243,587−2.9% | Reduced |
| Wells Fargo & Company | 7,522,644 | $3.62B | 1.05% | −115,634−1.5% | Reduced |
| Nuveen Asset Management, LLC | 7,158,911 | $3.44B | 1.20% | −158,913−2.2% | Reduced |
| Legal & General Group Plc | 6,945,909 | $3.34B | 1.09% | +276,057+4.1% | Added |
| Clearbridge Investments, LLC | 6,289,205 | $3.02B | 2.73% | −239,069−3.7% | Reduced |
| Charles Schwab Investment Management Inc | 5,816,080 | $2.78B | 0.79% | +34,491+0.6% | Added |
| Janus Henderson Group PLC | 5,663,078 | $2.72B | 1.69% | −55,607−1.0% | Reduced |
| Sanders Capital, LLC | 5,404,700 | $2.60B | 5.43% | +287,579+5.6% | Added |
| Franklin Resources Inc | 5,039,936 | $2.42B | 1.15% | +123,729+2.5% | Added |
| UBS Asset Management Americas Inc | 5,052,876 | $2.39B | 1.16% | 00.0% | Unchanged |
| GQG Partners LLC | 4,889,948 | $2.35B | 5.41% | +45,986+0.9% | Added |
| Goldman Sachs Group Inc | 4,836,788 | $2.32B | 0.59% | +133,994+2.8% | Added |
| T. Rowe Price Investment Management, Inc. | 4,563,060 | $2.19B | 1.49% | +66,296+1.5% | Added |
| Invesco Ltd. | 4,438,826 | $2.13B | 0.56% | −64,114−1.4% | Reduced |
| UBS Group AG | 4,161,084 | $2.00B | 0.87% | +727,018+21.2% | Added |
| Jennison Associates LLC | 3,610,651 | $1.74B | 1.42% | −112,844−3.0% | Reduced |
| Deutsche Bank AG | 3,527,338 | $1.70B | 0.90% | +267,663+8.2% | Added |
| Barclays PLC | 3,494,100 | $1.68B | 1.09% | +2,011,029+135.6% | Added |
| Dodge & Cox | 3,446,770 | $1.66B | 1.11% | −42,742−1.2% | Reduced |
| Swiss National Bank | 3,369,161 | $1.62B | 1.10% | −338,900−9.1% | Reduced |
| Ameriprise Financial Inc | 3,102,019 | $1.49B | 0.47% | −101,138−3.2% | Reduced |
| American Century Companies Inc | 2,863,785 | $1.38B | 1.04% | −149,862−5.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,828,554 | $1.36B | 1.06% | −333,560−10.5% | Reduced |
| Polen Capital Management LLC | 2,656,274 | $1.28B | 3.17% | −56,360−2.1% | Reduced |
| Credit Suisse AG | 2,645,318 | $1.27B | 1.27% | −101,140−3.7% | Reduced |
| TD Asset Management Inc | 2,533,281 | $1.22B | 1.39% | −63,613−2.4% | Reduced |
| Dimensional Fund Advisors LP | 2,451,369 | $1.18B | 0.38% | +75,702+3.2% | Added |
| Canada Pension Plan Investment Board | 2,413,890 | $1.16B | 1.76% | −5,414−0.2% | Reduced |
| Fiera Capital Corp | 2,378,809 | $1.14B | 3.31% | +47,076+2.0% | Added |
| Bank of Montreal | 2,220,884 | $1.09B | 0.67% | +349,774+18.7% | Added |
| Brown Advisory Inc | 2,256,840 | $1.08B | 1.69% | +287,706+14.6% | Added |
| HSBC Holdings PLC | 2,203,415 | $1.06B | 1.13% | +360,499+19.6% | Added |
| Lazard Asset Management LLC | 2,177,028 | $1.05B | 1.29% | +488,006+28.9% | Added |
| California Public Employees Retirement System | 2,105,979 | $1.01B | 0.87% | −90,001−4.1% | Reduced |
| Manufacturers Life Insurance Company, The | 2,100,395 | $1.01B | 0.56% | −351,892−14.3% | Reduced |
| Ensign Peak Advisors, Inc | 2,045,262 | $983.0M | 1.99% | −70,529−3.3% | Reduced |
| Amundi | 1,899,281 | $907.6M | 0.46% | −1,830,729−49.1% | Reduced |
| Eagle Capital Management LLC | 1,876,650 | $902.0M | 4.05% | −128,513−6.4% | Reduced |
| Nordea Investment Management AB | 1,887,479 | $899.4M | 1.23% | +51,595+2.8% | Added |
| Putnam Investments LLC | 1,811,867 | $870.9M | 1.28% | −2,470−0.1% | Reduced |
| Raymond James & Associates | 1,795,849 | $863.2M | 0.71% | −21,748−1.2% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,794,275 | $862.4M | 3.53% | −305,716−14.6% | Reduced |
| Veritas Asset Management LLP | 1,778,270 | $854.7M | 5.94% | +319,842+21.9% | Added |
| New York State Common Retirement Fund | 1,777,811 | $854.5M | 1.09% | −92,857−5.0% | Reduced |
| Rhumbline Advisers | 1,741,382 | $837.0M | 0.94% | +40,782+2.4% | Added |
| Stifel Financial Corp | 1,719,959 | $826.8M | 1.13% | −103,450−5.7% | Reduced |
| First Manhattan Co | 1,723,306 | $824.4M | 3.02% | +117,417+7.3% | Added |
| Swedbank AB | 1,706,333 | $820.1M | 1.45% | +171,837+11.2% | Added |
| FIL Ltd | 1,682,308 | $808.6M | 0.91% | +49,738+3.0% | Added |
| Macquarie Group Ltd | 1,657,263 | $796.5M | 0.91% | −3,304−0.2% | Reduced |
| Schroder Investment Management Group | 1,643,985 | $790.2M | 1.13% | −642,769−28.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,624,640 | $780.9M | 0.95% | −196,302−10.8% | Reduced |
| Envestnet Asset Management Inc | 1,585,095 | $761.9M | 0.34% | −3,926,079−71.2% | Reduced |
| Principal Financial Group Inc | 1,580,017 | $759.4M | 0.52% | −17,411−1.1% | Reduced |
| Citigroup Inc | 1,572,210 | $755.7M | 0.97% | +181,612+13.1% | Added |
| Vontobel Asset Management Inc | 1,470,649 | $755.7M | 5.01% | +312,809+27.0% | Added |
| Fisher Asset Management, LLC | 1,560,917 | $750.2M | 0.41% | +1,547,989+11,973.9% | Added |
| California State Teachers Retirement System | 1,543,704 | $742.0M | 1.05% | −64,815−4.0% | Reduced |
| CIBC Private Wealth Group, LLC | 1,524,235 | $732.6M | 1.60% | −1,370−0.1% | Reduced |
| Voya Investment Management LLC | 1,457,962 | $700.8M | 0.73% | +77,529+5.6% | Added |
| Boston Partners | 1,421,768 | $684.7M | 0.92% | −242,691−14.6% | Reduced |
| Allianz Asset Management GmbH | 1,398,950 | $672.4M | 1.42% | +35,461+2.6% | Added |
| Royal London Asset Management Ltd | 1,389,016 | $667.4M | 2.16% | +184,500+15.3% | Added |
| Sustainable Growth Advisers, LP | 1,375,457 | $661.1M | 3.14% | +408,620+42.3% | Added |
| National Pension Service | 1,386,513 | $660.6M | 1.07% | +40,605+3.0% | Added |
| Jensen Investment Management Inc | 1,362,151 | $654.7M | 4.80% | +16,143+1.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,356,123 | $651.8M | 3.02% | +227,882+20.2% | Added |
| 1832 Asset Management L.P. | 1,343,503 | $645.7M | 1.26% | +333,903+33.1% | Added |
| Bessemer Group Inc | 1,331,572 | $640.0M | 1.36% | −193,255−12.7% | Reduced |
| Longview Partners (Guernsey) LTD | 1,285,067 | $617.7M | 4.05% | +153,840+13.6% | Added |
| Farallon Capital Management, L.L.C. | 1,258,800 | $605.0M | 3.62% | +392,800+45.4% | Added |
| Russell Investments Group, Ltd. | 1,248,453 | $599.9M | 1.16% | −38,765−3.0% | Reduced |
| Prudential Financial Inc | 1,244,167 | $598.0M | 0.87% | −299,351−19.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,241,142 | $596.5M | 0.51% | −23,130−1.8% | Reduced |
| WCM Investment Management, LLC | 1,182,264 | $568.4M | 1.70% | −7,996−0.7% | Reduced |
| DekaBank Deutsche Girozentrale | 1,178,783 | $564.0M | 1.27% | +940.0% | Added |
| Standard Life Aberdeen plc | 1,171,331 | $563.0M | 1.31% | +63,985+5.8% | Added |
| Neuberger Berman Group LLC | 1,154,443 | $554.9M | 0.50% | +37,495+3.4% | Added |
| Mawer Investment Management Ltd. | 1,149,126 | $552.3M | 2.89% | −21,148−1.8% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 1,128,630 | $542.5M | 8.56% | +25,811+2.3% | Added |
| Fayez Sarofim & Co | 1,115,478 | $536.1M | 1.88% | +41,087+3.8% | Added |
| Great West Life Assurance Co | 1,105,387 | $534.0M | 1.27% | +22,020+2.0% | Added |
| US Bancorp | 1,098,363 | $527.9M | 0.86% | −5,797−0.5% | Reduced |