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, 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 | 3,395 | $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, 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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 1,030,276 | $495.2M | 2.94% | −24,991−2.4% | Reduced |
| New York State Teachers Retirement System | 1,024,672 | $492.5M | 1.11% | −36,912−3.5% | Reduced |
| Guardcap Asset Management Ltd | 1,022,096 | $491.3M | 6.61% | +39,619+4.0% | Added |
| APG Asset Management N.V. | 1,086,861 | $478.8M | 0.97% | −57,614−5.0% | Reduced |
| Pictet Asset Management SA | 988,565 | $475.1M | 0.56% | +28,440+3.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 974,784 | $468.5M | 0.98% | +43,952+4.7% | Added |
| State Board of Administration of Florida Retirement System | 971,461 | $466.9M | 1.04% | −56,108−5.5% | Reduced |
| Aviva PLC | 960,286 | $461.6M | 1.88% | +160,485+20.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 942,988 | $453.2M | 1.69% | −56,333−5.6% | Reduced |
| CI Private Wealth, LLC | 922,442 | $443.2M | 1.02% | +167,250+22.1% | Added |
| Robeco Institutional Asset Management B.V. | 902,777 | $433.9M | 1.14% | −136,269−13.1% | Reduced |
| Capital Wealth Planning, LLC | 891,939 | $428.7M | 5.29% | +29,595+3.4% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 891,167 | $428.3M | 3.93% | 00.0% | Unchanged |
| AXA S.A. | 887,742 | $426.7M | 1.42% | +29,828+3.5% | Added |
| Ci Investments Inc. | 886,369 | $426.0M | 2.15% | −24,360−2.7% | Reduced |
| D. E. Shaw & Co., Inc. | 884,503 | $425.1M | 0.66% | +413,202+87.7% | Added |
| Victory Capital Management Inc | 864,965 | $415.7M | 0.46% | −37,172−4.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 841,651 | $404.5M | 0.88% | −93,555−10.0% | Reduced |
| National Bank of Canada | 843,637 | $403.3M | 0.81% | +544,464+182.0% | Added |
| KBC Group NV | 831,629 | $399.7M | 1.64% | −9,788−1.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 826,087 | $397.0M | 0.62% | −366,489−30.7% | Reduced |
| Public Employees Retirement Association of Colorado | 824,815 | $396.4M | 1.89% | −2,777−0.3% | Reduced |
| Handelsbanken Fonder AB | 824,704 | $396.4M | 2.12% | +73,999+9.9% | Added |
| Korea Investment CORP | 816,673 | $392.5M | 1.10% | −35,754−4.2% | Reduced |
| Allen Investment Management LLC | 811,304 | $389.9M | 5.74% | −11,923−1.4% | Reduced |
| Mairs & Power Inc | 786,669 | $378.1M | 4.11% | +7,356+0.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 781,118 | $375.4M | 1.16% | −43,326−5.3% | Reduced |
| Winslow Capital Management, LLC | 778,055 | $374.0M | 1.68% | −1,017,779−56.7% | Reduced |
| Massachusetts Financial Services Co | 764,596 | $367.5M | 0.12% | −707,472−48.1% | Reduced |
| William Blair Investment Management, LLC | 763,781 | $367.1M | 1.18% | +28,304+3.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 747,057 | $359.1M | 0.63% | +36,942+5.2% | Added |
| Orbis Allan Gray Ltd | 745,377 | $358.3M | 2.56% | +131,919+21.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 735,690 | $353.6M | 1.32% | −17,675−2.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 733,587 | $352.6M | 0.82% | −6,640−0.9% | Reduced |
| Magellan Asset Management Ltd | 710,199 | $341.4M | 3.04% | −79,310−10.0% | Reduced |
| First Republic Investment Management, Inc. | 702,819 | $337.8M | 1.75% | −179,340−20.3% | Reduced |
| Ninety One UK Ltd | 692,857 | $333.0M | 0.97% | −271,672−28.2% | Reduced |
| SEI Investments Co | 673,325 | $323.6M | 0.56% | −90,899−11.9% | Reduced |
| Jarislowsky, Fraser Ltd | 671,865 | $322.9M | 1.92% | +9,451+1.4% | Added |
| LPL Financial LLC | 668,135 | $321.1M | 0.23% | +10,311+1.6% | Added |
| Truist Financial Corp | 663,380 | $318.8M | 0.53% | −35,452−5.1% | Reduced |
| Mackenzie Financial Corp | 652,736 | $311.9M | 0.48% | −37,512−5.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 635,925 | $305.7M | 0.49% | −30,933−4.6% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 634,947 | $305.2M | 1.49% | +127,130+25.0% | Added |
| STRS Ohio | 628,218 | $301.9M | 1.27% | −33,661−5.1% | Reduced |
| Toronto Dominion Bank | 626,905 | $301.1M | 0.45% | −58,294−8.5% | Reduced |
| AustralianSuper Pty Ltd | 619,560 | $297.8M | 1.89% | −11,536−1.8% | Reduced |
| Lord, Abbett & Co. LLC | 615,689 | $295.9M | 1.02% | −108,941−15.0% | Reduced |
| Fiduciary Management Inc | 610,031 | $293.2M | 2.96% | −52,149−7.9% | Reduced |
| Los Angeles Capital Management LLC | 605,470 | $291.0M | 1.17% | −117,727−16.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 601,865 | $289.3M | 1.90% | −71,722−10.6% | Reduced |
| Provident Trust Co | 598,796 | $287.8M | 6.58% | −6,488−1.1% | Reduced |
| Harding Loevner LP | 598,394 | $287.6M | 1.68% | −113,719−16.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 582,565 | $280.0M | 1.24% | +8,758+1.5% | Added |
| First Trust Advisors LP | 571,900 | $274.9M | 0.31% | +118,022+26.0% | Added |
| Nomura Asset Management Co Ltd | 566,084 | $272.1M | 1.25% | +47,108+9.1% | Added |
| Thrivent Financial for Lutherans | 564,789 | $271.4M | 0.62% | +454,833+413.7% | Added |
| BNP Paribas Arbitrage, SA | 557,759 | $268.1M | 0.53% | −205,122−26.9% | Reduced |
| State of New Jersey Common Pension Fund D | 551,844 | $265.2M | 0.90% | −573−0.1% | Reduced |
| Natixis Advisors, L.P. | 551,281 | $265.0M | 0.82% | +56,397+11.4% | Added |
| Bank of Nova Scotia | 543,847 | $261.4M | 0.68% | −124,832−18.7% | Reduced |
| Fort Washington Investment Advisors Inc | 542,359 | $260.7M | 1.88% | −1,317−0.2% | Reduced |
| HighTower Advisors, LLC | 537,261 | $257.9M | 0.51% | +25,123+4.9% | Added |
| British Columbia Investment Management Corp | 532,763 | $256.1M | 2.40% | +4,510+0.9% | Added |
| ABN AMRO Bank N.V. | 530,686 | $255.9M | 5.20% | −3,314−0.6% | Reduced |
| Man Group plc | 531,079 | $255.3M | 0.79% | – | – |
| Public Employees Retirement System of Ohio | 529,370 | $254.4M | 1.03% | −29,814−5.3% | Reduced |
| Loomis Sayles & Co L P | 527,766 | $253.7M | 0.41% | +19,914+3.9% | Added |
| State of Wisconsin Investment Board | 515,595 | $247.8M | 0.70% | −29,634−5.4% | Reduced |
| Fifth Third Bancorp | 514,578 | $247.3M | 1.09% | −28,441−5.2% | Reduced |
| Epoch Investment Partners, Inc. | 503,592 | $242.0M | 1.40% | +1,594+0.3% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 502,200 | $241.4M | 4.64% | −23,800−4.5% | Reduced |
| AQR Capital Management LLC | 506,096 | $241.2M | 0.51% | −38,204−7.0% | Reduced |
| Storebrand Asset Management AS | 494,997 | $237.9M | 1.09% | +25,373+5.4% | Added |
| Haverford Trust Co | 484,233 | $232.7M | 2.63% | +2,771+0.6% | Added |
| Candriam Luxembourg S.C.A. | 481,826 | $231.6M | 1.67% | −54,658−10.2% | Reduced |
| Asset Management One Co.,Ltd. | 477,333 | $229.4M | 0.97% | +6,966+1.5% | Added |
| Echo Street Capital Management LLC | 475,798 | $228.7M | 1.96% | +207,625+77.4% | Added |
| Coho Partners, Ltd. | 470,556 | $226.2M | 4.10% | −20,767−4.2% | Reduced |
| Perpetual Ltd | 470,334 | $226.1M | 1.94% | +27,338+6.2% | Added |
| Cincinnati Financial Corp | 468,822 | $225.3M | 5.17% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 457,896 | $220.1M | 0.35% | −259,312−36.2% | Reduced |
| Mariner, LLC | 456,492 | $219.4M | 0.59% | −1,671−0.4% | Reduced |
| Retirement Systems of Alabama | 454,400 | $218.4M | 0.98% | −11,368−2.4% | Reduced |
| Treasurer of the State of North Carolina | 434,283 | $208.7M | 1.09% | −5,973−1.4% | Reduced |
| Menora Mivtachim Holdings Ltd. | 430,141 | $206.7M | 1.91% | +73,300+20.5% | Added |
| Westfield Capital Management Co LP | 425,707 | $204.6M | 1.30% | −16,661−3.8% | Reduced |
| CIBC Asset Management Inc | 420,330 | $202.0M | 0.79% | −8,606−2.0% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 415,024 | $199.4M | 5.14% | −1560.0% | Reduced |
| M&G Investment Management Ltd | 413,379 | $198.8M | 1.19% | −32,273−7.2% | Reduced |
| Fred Alger Management, LLC | 412,512 | $198.3M | 1.01% | +10,318+2.6% | Added |
| Focused Investors LLC | 407,250 | $195.7M | 6.57% | −1,950−0.5% | Reduced |
| State of Tennessee, Treasury Department | 407,179 | $195.7M | 0.82% | −4,543−1.1% | Reduced |
| Cerity Partners LLC | 397,962 | $191.3M | 0.74% | +12,748+3.3% | Added |
| Railway Pension Investments Ltd | 389,120 | $187.0M | 1.86% | +5,500+1.4% | Added |
| Scotia Capital Inc. | 388,113 | $186.5M | 1.28% | +46,098+13.5% | Added |
| Caisse de Depot Et Placement du Quebec | 387,646 | $186.3M | 0.50% | +78,663+25.5% | Added |
| Calamos Advisors LLC | 383,602 | $184.4M | 0.94% | −3,774−1.0% | Reduced |
| Janney Montgomery Scott LLC | 376,742 | $181.1M | 0.63% | +14,893+4.1% | Added |
| Advisor Group Holdings, Inc. | 376,804 | $180.8M | 0.32% | +6,378+1.7% | Added |