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, Q3 2023
Institutional positions in UnitedHealth Group Inc as of Sep 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
- 3,145
- +46 vs. Q2 2023
- Shares held
- 808.3M
- +1.74M (+0.2%) vs. Q2 2023
- Total value
- $407.5B
- +$19.9B (+5.1%) vs. Q2 2023
- New holders
- 177
- 1,479 more added
- Sold out
- 131
- 1,122 more reduced
38 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 83,610,224 | $42.2B | 1.04% | −286,917−0.3% | Reduced |
| BlackRock Inc. | 72,926,715 | $36.8B | 1.06% | −1,232,861−1.7% | Reduced |
| State Street Corp | 44,427,484 | $22.4B | 1.24% | −1,886,267−4.1% | Reduced |
| FMR LLC | 43,494,303 | $21.9B | 1.90% | −1,447,134−3.2% | Reduced |
| Capital World Investors | 28,853,252 | $14.5B | 2.88% | −310,494−1.1% | Reduced |
| Price T Rowe Associates Inc | 26,758,148 | $13.5B | 1.98% | −1,183,324−4.2% | Reduced |
| Wellington Management Group LLP | 25,220,234 | $12.7B | 2.55% | +527,526+2.1% | Added |
| JPMorgan Chase & Co | 23,323,618 | $11.8B | 1.37% | +915,147+4.1% | Added |
| Geode Capital Management, LLC | 17,869,985 | $8.99B | 1.07% | +323,961+1.8% | Added |
| Morgan Stanley | 15,716,887 | $7.92B | 0.81% | −445,820−2.8% | Reduced |
| Capital Research Global Investors | 14,797,470 | $7.46B | 2.05% | +393,455+2.7% | Added |
| Bank of America Corp | 11,911,787 | $6.01B | 0.74% | +2,408,612+25.3% | Added |
| Alliancebernstein L.P. | 11,709,914 | $5.90B | 2.52% | −39,905−0.3% | Reduced |
| Capital International Investors | 11,318,561 | $5.71B | 1.45% | −2,205,835−16.3% | Reduced |
| Norges Bank | 10,482,883 | $5.29B | 1.07% | −25,084−0.2% | Reduced |
| Royal Bank of Canada | 10,221,334 | $5.15B | 1.51% | +232,681+2.3% | Added |
| Northern Trust Corp | 9,787,768 | $4.93B | 0.96% | +341,749+3.6% | Added |
| Bank of New York Mellon Corp | 8,242,282 | $4.16B | 0.91% | +180,331+2.2% | Added |
| Wells Fargo & Company | 8,021,103 | $4.04B | 1.26% | +498,459+6.6% | Added |
| Nuveen Asset Management, LLC | 7,042,544 | $3.55B | 1.25% | −116,367−1.6% | Reduced |
| Legal & General Group Plc | 6,672,981 | $3.36B | 1.17% | −272,928−3.9% | Reduced |
| Clearbridge Investments, LLC | 6,225,472 | $3.14B | 3.02% | −63,733−1.0% | Reduced |
| Janus Henderson Group PLC | 6,065,138 | $3.06B | 2.00% | +402,060+7.1% | Added |
| Charles Schwab Investment Management Inc | 5,843,207 | $2.94B | 0.84% | +27,127+0.5% | Added |
| Sanders Capital, LLC | 5,757,410 | $2.90B | 6.13% | +352,710+6.5% | Added |
| Goldman Sachs Group Inc | 5,474,356 | $2.76B | 0.70% | +637,568+13.2% | Added |
| UBS Asset Management Americas Inc | 5,384,884 | $2.72B | 1.22% | +332,008+6.6% | Added |
| Franklin Resources Inc | 4,899,681 | $2.47B | 1.26% | −140,255−2.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 4,542,221 | $2.29B | 1.62% | −20,839−0.5% | Reduced |
| Invesco Ltd. | 4,233,382 | $2.13B | 0.57% | −205,444−4.6% | Reduced |
| Ameriprise Financial Inc | 3,725,650 | $1.88B | 0.62% | +623,631+20.1% | Added |
| UBS Group AG | 3,526,796 | $1.78B | 0.81% | −634,288−15.2% | Reduced |
| Amundi | 3,257,622 | $1.76B | 0.86% | +1,358,341+71.5% | Added |
| Barclays PLC | 3,453,272 | $1.74B | 1.13% | −40,828−1.2% | Reduced |
| Dodge & Cox | 3,447,190 | $1.74B | 1.17% | +4200.0% | Added |
| Deutsche Bank AG | 3,420,974 | $1.72B | 1.12% | −106,364−3.0% | Reduced |
| GQG Partners LLC | 3,245,898 | $1.64B | 3.79% | −1,644,050−33.6% | Reduced |
| Swiss National Bank | 2,994,661 | $1.51B | 1.18% | −374,500−11.1% | Reduced |
| American Century Companies Inc | 2,929,147 | $1.48B | 1.14% | +65,362+2.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,778,891 | $1.40B | 1.15% | −49,663−1.8% | Reduced |
| Fisher Asset Management, LLC | 2,777,211 | $1.40B | 0.79% | +1,216,294+77.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,728,356 | $1.38B | 2.03% | +1,902,269+230.3% | Added |
| TD Asset Management Inc | 2,678,081 | $1.35B | 1.64% | +144,800+5.7% | Added |
| Credit Suisse AG | 2,633,564 | $1.33B | 1.40% | −11,754−0.4% | Reduced |
| Polen Capital Management LLC | 2,538,134 | $1.28B | 3.37% | −118,140−4.4% | Reduced |
| Dimensional Fund Advisors LP | 2,513,335 | $1.27B | 0.42% | +61,966+2.5% | Added |
| Canada Pension Plan Investment Board | 2,460,493 | $1.24B | 1.81% | +46,603+1.9% | Added |
| HSBC Holdings PLC | 2,450,232 | $1.24B | 1.37% | +246,817+11.2% | Added |
| Jennison Associates LLC | 2,422,461 | $1.22B | 1.04% | −1,188,190−32.9% | Reduced |
| Brown Advisory Inc | 2,412,908 | $1.22B | 2.00% | +156,068+6.9% | Added |
| California Public Employees Retirement System | 2,275,164 | $1.15B | 0.99% | +169,185+8.0% | Added |
| Fiera Capital Corp | 2,240,776 | $1.13B | 3.62% | −138,033−5.8% | Reduced |
| Manufacturers Life Insurance Company, The | 2,184,312 | $1.10B | 0.64% | +83,917+4.0% | Added |
| Lazard Asset Management LLC | 2,140,930 | $1.08B | 1.47% | −36,098−1.7% | Reduced |
| Ensign Peak Advisors, Inc | 2,030,580 | $1.02B | 2.19% | −14,682−0.7% | Reduced |
| Mawer Investment Management Ltd. | 2,011,150 | $1.01B | 5.42% | +862,024+75.0% | Added |
| Bank of Montreal | 2,076,079 | $1.01B | 0.60% | −144,805−6.5% | Reduced |
| Nordea Investment Management AB | 1,939,090 | $986.1M | 1.37% | +51,611+2.7% | Added |
| Envestnet Asset Management Inc | 1,951,932 | $984.1M | 0.45% | +366,837+23.1% | Added |
| Swedbank AB | 1,883,935 | $949.9M | 1.74% | +177,602+10.4% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,857,944 | $936.8M | 3.80% | +63,669+3.5% | Added |
| Eagle Capital Management LLC | 1,827,460 | $921.4M | 4.27% | −49,190−2.6% | Reduced |
| Raymond James & Associates | 1,812,699 | $913.9M | 0.77% | +16,850+0.9% | Added |
| Veritas Asset Management LLP | 1,766,581 | $890.7M | 6.70% | −11,689−0.7% | Reduced |
| First Manhattan Co | 1,770,507 | $888.6M | 3.28% | +47,201+2.7% | Added |
| Rhumbline Advisers | 1,746,118 | $880.4M | 1.02% | +4,736+0.3% | Added |
| Stifel Financial Corp | 1,717,481 | $866.0M | 1.22% | −2,478−0.1% | Reduced |
| Putnam Investments LLC | 1,709,738 | $862.0M | 1.31% | −102,129−5.6% | Reduced |
| Schroder Investment Management Group | 1,661,035 | $837.5M | 1.25% | +17,050+1.0% | Added |
| FIL Ltd | 1,646,163 | $830.0M | 0.98% | −36,145−2.1% | Reduced |
| Sustainable Growth Advisers, LP | 1,643,106 | $828.4M | 4.21% | +267,649+19.5% | Added |
| New York State Common Retirement Fund | 1,616,590 | $815.1M | 1.17% | −161,221−9.1% | Reduced |
| Vontobel Asset Management Inc | 1,492,795 | $808.6M | 5.25% | +22,146+1.5% | Added |
| Principal Financial Group Inc | 1,581,500 | $797.4M | 0.57% | +1,483+0.1% | Added |
| Macquarie Group Ltd | 1,649,753 | $797.1M | 1.00% | −7,510−0.5% | Reduced |
| 1832 Asset Management L.P. | 1,572,222 | $792.7M | 1.65% | +228,719+17.0% | Added |
| Arrowstreet Capital, Limited Partnership | 1,535,262 | $774.1M | 0.94% | −89,378−5.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,534,720 | $773.8M | 3.65% | +178,597+13.2% | Added |
| Royal London Asset Management Ltd | 1,483,842 | $748.2M | 2.42% | +94,826+6.8% | Added |
| California State Teachers Retirement System | 1,480,749 | $746.6M | 1.15% | −62,955−4.1% | Reduced |
| CIBC Private Wealth Group, LLC | 1,479,887 | $746.1M | 1.77% | −44,348−2.9% | Reduced |
| Bessemer Group Inc | 1,432,090 | $722.0M | 1.59% | +100,518+7.5% | Added |
| Citigroup Inc | 1,421,871 | $716.9M | 1.02% | −150,339−9.6% | Reduced |
| National Pension Service | 1,413,060 | $714.2M | 1.14% | +26,547+1.9% | Added |
| Jensen Investment Management Inc | 1,400,591 | $706.2M | 5.58% | +38,440+2.8% | Added |
| Boston Partners | 1,394,005 | $704.8M | 0.98% | −27,763−2.0% | Reduced |
| Allianz Asset Management GmbH | 1,394,471 | $703.1M | 1.43% | −4,479−0.3% | Reduced |
| Farallon Capital Management, L.L.C. | 1,346,700 | $679.0M | 3.83% | +87,900+7.0% | Added |
| Longview Partners (Guernsey) LTD | 1,288,338 | $649.6M | 4.60% | +3,271+0.3% | Added |
| Voya Investment Management LLC | 1,284,309 | $647.0M | 0.72% | −173,653−11.9% | Reduced |
| Fayez Sarofim & Co | 1,281,005 | $645.9M | 2.18% | +165,527+14.8% | Added |
| The PNC Financial Services Group, Inc. | 1,243,516 | $627.0M | 0.54% | +2,374+0.2% | Added |
| Prudential Financial Inc | 1,202,258 | $606.5M | 0.95% | −41,909−3.4% | Reduced |
| WCM Investment Management, LLC | 1,198,454 | $605.2M | 1.78% | +16,190+1.4% | Added |
| Neuberger Berman Group LLC | 1,176,354 | $593.1M | 0.54% | +21,911+1.9% | Added |
| Russell Investments Group, Ltd. | 1,171,407 | $590.9M | 1.17% | −77,046−6.2% | Reduced |
| Standard Life Aberdeen plc | 1,140,596 | $575.1M | 1.47% | −30,735−2.6% | Reduced |
| Great West Life Assurance Co | 1,135,258 | $572.4M | 1.37% | +29,871+2.7% | Added |
| DekaBank Deutsche Girozentrale | 1,094,918 | $555.8M | 1.28% | −83,865−7.1% | Reduced |
| US Bancorp | 1,112,771 | $552.3M | 0.90% | +14,408+1.3% | Added |