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 |
|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc. | 374,315 | $179.9M | 2.12% | −28,339−7.0% | Reduced |
| Marshall Wace, LLP | 371,016 | $178.3M | 0.38% | −91,991−19.9% | Reduced |
| Blair William & Co | 366,601 | $176.2M | 0.65% | +4,195+1.2% | Added |
| Banque Pictet & Cie SA | 360,875 | $173.5M | 1.52% | +5,192+1.5% | Added |
| Public Sector Pension Investment Board | 344,817 | $165.7M | 1.19% | −13,646−3.8% | Reduced |
| Canoe Financial LP | 343,551 | $165.2M | 3.46% | +22,775+7.1% | Added |
| Evercore Wealth Management, LLC | 343,310 | $165.0M | 3.03% | +421+0.1% | Added |
| State of Michigan Retirement System | 340,419 | $163.6M | 1.01% | −31,800−8.5% | Reduced |
| Rockefeller Capital Management L.P. | 336,433 | $161.7M | 0.63% | +15,918+5.0% | Added |
| Mn Services Vermogensbeheer B.V. | 320,900 | $154.2M | 1.44% | +320,900 | New |
| Penserra Capital Management LLC | 318,725 | $153.2M | 3.03% | +13,073+4.3% | Added |
| Teachers Retirement System of the State of Kentucky | 318,068 | $152.9M | 1.48% | +2,811+0.9% | Added |
| Artisan Partners Limited Partnership | 318,057 | $152.9M | 0.25% | −116,600−26.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 314,002 | $150.9M | 2.31% | +15,332+5.1% | Added |
| Bahl & Gaynor Inc | 309,179 | $148.6M | 0.90% | −80,174−20.6% | Reduced |
| Squarepoint Ops LLC | 308,201 | $148.1M | 0.82% | +127,739+70.8% | Added |
| ProShare Advisors LLC | 306,333 | $147.2M | 0.43% | −11,352−3.6% | Reduced |
| Boston Trust Walden Corp | 303,257 | $145.8M | 1.20% | +911+0.3% | Added |
| Consulta Ltd | 300,000 | $144.2M | 10.02% | +75,000+33.3% | Added |
| Eagle Asset Management Inc | 299,307 | $143.9M | 0.80% | −24,376−7.5% | Reduced |
| Great Lakes Advisors, LLC | 299,163 | $143.8M | 1.44% | −32,221−9.7% | Reduced |
| Commonwealth Equity Services, LLC | 297,497 | $143.0M | 0.29% | +9,064+3.1% | Added |
| Nisa Investment Advisors, LLC | 288,739 | $138.8M | 1.02% | +675+0.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 288,222 | $138.5M | 1.88% | +174,107+152.6% | Added |
| Teacher Retirement System of Texas | 283,024 | $136.0M | 0.91% | −41,123−12.7% | Reduced |
| Waverton Investment Management Ltd | 281,937 | $135.5M | 3.85% | +49,595+21.3% | Added |
| Findlay Park Partners LLP | 279,730 | $134.4M | 1.38% | −17,554−5.9% | Reduced |
| Sculptor Capital LP | 279,536 | $134.4M | 3.52% | +153,145+121.2% | Added |
| Ossiam | 275,735 | $132.5M | 2.38% | +268,897+3,932.4% | Added |
| DnB Asset Management AS | 275,303 | $132.3M | 0.76% | +7,074+2.6% | Added |
| Glenmede Trust Co NA | 279,206 | $132.0M | 0.75% | −660.0% | Reduced |
| MetLife Investment Management | 268,869 | $129.2M | 0.94% | −6,279−2.3% | Reduced |
| Congress Asset Management Co | 267,894 | $128.8M | 1.12% | +1,500+0.6% | Added |
| Arizona State Retirement System | 266,650 | $128.2M | 1.04% | +11,533+4.5% | Added |
| Gateway Investment Advisers LLC | 263,900 | $126.8M | 1.49% | +218+0.1% | Added |
| Captrust Financial Advisors | 262,522 | $126.2M | 0.50% | −2,394−0.9% | Reduced |
| Zurich Insurance Group Ltd | 261,732 | $125.8M | 1.31% | −100,638−27.8% | Reduced |
| Voloridge Investment Management, LLC | 261,546 | $125.7M | 0.59% | −302,490−53.6% | Reduced |
| CCLA Investment Management Ltd | 259,456 | $124.6M | 2.22% | +12,083+4.9% | Added |
| Tredje AP-fonden | 257,869 | $123.9M | 1.76% | +27,350+11.9% | Added |
| Johnson Investment Counsel Inc | 251,862 | $121.1M | 1.50% | +16,014+6.8% | Added |
| Vontobel Holding Ltd. | 250,397 | $120.4M | 1.06% | +400+0.2% | Added |
| Amalgamated Bank | 249,866 | $120.1M | 0.97% | −18,413−6.9% | Reduced |
| LGT Capital Partners Ltd. | 249,845 | $120.1M | 4.15% | −34,489−12.1% | Reduced |
| American International Group, Inc. | 249,278 | $119.8M | 0.73% | +3,040+1.2% | Added |
| TCW Group Inc | 244,622 | $117.6M | 1.30% | +36,131+17.3% | Added |
| OrbiMed Advisors LLC | 244,000 | $117.3M | 2.28% | −32,000−11.6% | Reduced |
| Forsta Ap-Fonden | 243,000 | $116.8M | 1.26% | +700+0.3% | Added |
| Cresset Asset Management, LLC | 242,663 | $116.6M | 0.83% | +215,419+790.7% | Added |
| Huntington National Bank | 242,359 | $116.5M | 1.08% | −1,069−0.4% | Reduced |
| Axiom Investors LLC | 235,638 | $113.3M | 1.69% | +70,928+43.1% | Added |
| Cloverfields Capital Group, LP | 231,787 | $111.4M | 35.96% | −140,557−37.7% | Reduced |
| Baird Financial Group, Inc. | 230,789 | $110.9M | 0.29% | −111,695−32.6% | Reduced |
| Intech Investment Management LLC | 230,029 | $110.6M | 1.14% | +13,608+6.3% | Added |
| Rock Springs Capital Management LP | 230,000 | $110.5M | 2.63% | −40,000−14.8% | Reduced |
| M&T Bank Corp | 229,684 | $110.4M | 0.41% | −18,304−7.4% | Reduced |
| Pinnacle Financial Partners Inc | 229,426 | $110.3M | 2.76% | +6,159+2.8% | Added |
| Regions Financial Corp | 226,108 | $108.7M | 0.94% | −192−0.1% | Reduced |
| Milestone Resources Group Ltd | 225,973 | $108.6M | 5.30% | +5,959+2.7% | Added |
| Segall Bryant & Hamill, LLC | 224,873 | $108.1M | 1.13% | −4,491−2.0% | Reduced |
| Assenagon Asset Management S.A. | 222,431 | $106.9M | 0.42% | +151,669+214.3% | Added |
| Cincinnati Insurance Co | 220,081 | $105.8M | 2.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 219,511 | $105.5M | 0.14% | +20,117+10.1% | Added |
| Route One Investment Company, L.P. | 219,250 | $105.4M | 4.21% | 00.0% | Unchanged |
| Factory Mutual Insurance Co | 218,900 | $105.2M | 1.55% | +31,000+16.5% | Added |
| StonePine Asset Management Inc. | 218,109 | $104.8M | 5.06% | −203,469−48.3% | Reduced |
| Empower Advisory Group, LLC | 217,895 | $104.7M | 0.45% | +4,319+2.0% | Added |
| Agf Management Ltd | 215,468 | $103.6M | 0.75% | +1,009+0.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 214,685 | $103.2M | 1.27% | +4,334+2.1% | Added |
| Keybank National Association | 210,272 | $101.1M | 0.46% | −18,272−8.0% | Reduced |
| Bellevue Group AG | 210,127 | $101.0M | 1.44% | +15,316+7.9% | Added |
| Westwood Holdings Group Inc. | 207,078 | $99.5M | 0.89% | +24,809+13.6% | Added |
| Tekla Capital Management LLC | 206,961 | $99.5M | 3.89% | −27,212−11.6% | Reduced |
| Clark Capital Management Group, Inc. | 205,662 | $98.8M | 0.88% | −14,611−6.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 204,170 | $98.1M | 2.34% | +6,766+3.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 200,546 | $96.4M | 0.21% | −30,164−13.1% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 200,000 | $96.1M | 1.78% | +50,000+33.3% | Added |
| Pictet & Cie (Europe) SA | 198,919 | $95.6M | 3.25% | +24,155+13.8% | Added |
| Wolverine Trading, LLC | 200,384 | $95.5M | 1.28% | +191,450+2,142.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 198,277 | $95.3M | 3.48% | −7,069−3.4% | Reduced |
| Xponance, Inc. | 198,193 | $95.3M | 1.27% | −5,879−2.9% | Reduced |
| Panagora Asset Management Inc | 196,406 | $94.4M | 0.56% | −53,819−21.5% | Reduced |
| Acadian Asset Management LLC | 196,414 | $94.4M | 0.39% | −52,090−21.0% | Reduced |
| Qube Research & Technologies Ltd | 196,164 | $94.3M | 0.37% | +157,784+411.1% | Added |
| Texas Permanent School Fund | 195,229 | $93.8M | 0.87% | +433+0.2% | Added |
| Argent Capital Management LLC | 194,300 | $93.4M | 3.03% | −3,049−1.5% | Reduced |
| Marsico Capital Management LLC | 192,858 | $92.7M | 3.69% | +44,928+30.4% | Added |
| Bristol John W & Co Inc | 191,414 | $92.0M | 1.74% | −1,409−0.7% | Reduced |
| Davenport & Co LLC | 189,568 | $90.9M | 0.68% | −3,343−1.7% | Reduced |
| Pinebridge Investments, L.P. | 189,047 | $90.9M | 0.98% | −64,684−25.5% | Reduced |
| Nissay Asset Management Corp | 188,910 | $90.8M | 0.78% | −76,575−28.8% | Reduced |
| USS Investment Management Ltd | 188,831 | $90.7M | 1.08% | +1,971+1.1% | Added |
| Millennium Management LLC | 187,062 | $89.9M | 0.10% | −165,747−47.0% | Reduced |
| Jane Street Group, LLC | 186,664 | $89.7M | 0.12% | +73,375+64.8% | Added |
| iA Global Asset Management Inc. | 186,265 | $89.5M | 2.37% | +186,265 | New |
| IFM Investors Pty Ltd | 184,998 | $88.9M | 1.16% | +8,807+5.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 182,713 | $87.8M | 2.08% | −14,464−7.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 182,123 | $87.5M | 0.44% | +31,918+21.2% | Added |
| Natixis | 181,524 | $87.2M | 0.74% | −22,938−11.2% | Reduced |
| TD Waterhouse Canada Inc. | 160,076 | $84.6M | 0.84% | +7,944+5.2% | Added |