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, 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
- 3,144
- +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
- 1,121 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 | 3,395 | $325.1B |
| Q1 2026 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Kiwi Wealth Investments Limited Partnership | 73,100 | $36.9M | 4.02% | +8,497+13.2% | Added |
| Flputnam Investment Management Co | 73,759 | $37.2M | 1.03% | +497+0.7% | Added |
| Kentucky Retirement Systems | 73,869 | $37.2M | 1.29% | −988−1.3% | Reduced |
| Artemis Investment Management LLP | 75,438 | $38.0M | 0.53% | +11,234+17.5% | Added |
| Chilton Capital Management LLC | 75,585 | $38.1M | 2.14% | +2,105+2.9% | Added |
| Tokio Marine Asset Management Co Ltd | 75,607 | $38.1M | 2.42% | +110.0% | Added |
| Element Capital Management LLC | 76,148 | $38.4M | 3.41% | −45,349−37.3% | Reduced |
| TownSquare Capital, LLC | 76,252 | $38.4M | 0.70% | +3,193+4.4% | Added |
| Polaris Capital Management, LLC | 76,452 | $38.5M | 2.08% | −30,800−28.7% | Reduced |
| Assetmark, Inc | 76,775 | $38.7M | 0.15% | +10,443+15.7% | Added |
| Baillie Gifford & Co | 77,440 | $39.0M | 0.04% | −2,460−3.1% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 77,500 | $39.1M | 0.54% | +16,000+26.0% | Added |
| Bailard, Inc. | 77,832 | $39.2M | 1.30% | +2,727+3.6% | Added |
| Elo Mutual Pension Insurance Co | 77,924 | $39.3M | 1.21% | +1,158+1.5% | Added |
| River Road Asset Management, LLC | 78,378 | $39.5M | 0.56% | −13,281−14.5% | Reduced |
| Gradient Investments LLC | 79,255 | $40.0M | 1.05% | +3,035+4.0% | Added |
| Beacon Pointe Advisors, LLC | 79,357 | $40.0M | 0.50% | +9,913+14.3% | Added |
| Unigestion Holding SA | 79,367 | $40.0M | 2.46% | +5,268+7.1% | Added |
| Auxier Asset Management | 79,497 | $40.1M | 6.84% | +53+0.1% | Added |
| Guggenheim Capital LLC | 79,599 | $40.1M | 0.35% | +6,135+8.4% | Added |
| Bokf, NA | 75,547 | $40.5M | 0.89% | −3,083−3.9% | Reduced |
| Banco Santander, S.A. | 80,417 | $40.5M | 0.58% | −10,768−11.8% | Reduced |
| Advisors Capital Management, LLC | 81,641 | $41.2M | 1.04% | +11,755+16.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 82,004 | $41.3M | 0.20% | +82,004 | New |
| O'Shaughnessy Asset Management, LLC | 82,384 | $41.5M | 0.62% | +6,584+8.7% | Added |
| Aureus Asset Management, LLC | 82,966 | $41.8M | 3.36% | −2,676−3.1% | Reduced |
| Silvant Capital Management LLC | 83,197 | $41.9M | 2.53% | −570−0.7% | Reduced |
| Coronation Fund Managers Ltd. | 83,249 | $42.0M | 1.26% | +78,088+1,513.0% | Added |
| Atria Investments LLC | 83,271 | $42.0M | 0.75% | +2,863+3.6% | Added |
| Cambridge Trust Co | 84,316 | $42.5M | 1.96% | −792−0.9% | Reduced |
| Vantage Investment Partners, LLC | 84,324 | $42.5M | 5.57% | +9,979+13.4% | Added |
| Munro Partners | 85,238 | $43.0M | 2.17% | −33,797−28.4% | Reduced |
| NS Partners Ltd | 85,607 | $43.2M | 2.32% | −708−0.8% | Reduced |
| Gulf International Bank (UK) Ltd | 85,641 | $43.2M | 1.22% | −8,535−9.1% | Reduced |
| Petrus Trust Company, LTA | 85,814 | $43.3M | 4.63% | +630+0.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 86,058 | $43.4M | 3.23% | −563−0.6% | Reduced |
| Sit Investment Associates Inc | 86,356 | $43.5M | 1.19% | +1,946+2.3% | Added |
| Whittier Trust Co | 86,660 | $43.7M | 0.78% | +2,016+2.4% | Added |
| Provident Investment Management, Inc. | 88,459 | $44.6M | 4.92% | +3,347+3.9% | Added |
| Wafra Inc. | 88,929 | $44.8M | 1.50% | +88,929 | New |
| Bowie Capital Management, LLC | 89,305 | $45.0M | 5.91% | +51+0.1% | Added |
| Acadian Asset Management LLC | 89,338 | $45.0M | 0.19% | −107,076−54.5% | Reduced |
| Davis R M Inc | 90,108 | $45.4M | 1.14% | +1,952+2.2% | Added |
| Adams Diversified Equity Fund, Inc. | 90,600 | $45.7M | 1.95% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 90,690 | $45.7M | 1.83% | −418−0.5% | Reduced |
| Brinker Capital Investments, LLC | 91,263 | $46.0M | 0.56% | +968+1.1% | Added |
| Orion Portfolio Solutions, LLC | 91,263 | $46.0M | 0.56% | +968+1.1% | Added |
| Northwest & Ethical Investments L.P. | 92,613 | $46.7M | 1.57% | +9,662+11.6% | Added |
| Alta Capital Management LLC | 93,018 | $46.9M | 3.38% | +15,666+20.3% | Added |
| Donaldson Capital Management, LLC | 93,519 | $47.2M | 2.22% | +78,191+510.1% | Added |
| Hardman Johnston Global Advisors LLC | 94,052 | $47.4M | 1.59% | −932−1.0% | Reduced |
| First Long Island Investors, LLC | 94,384 | $47.6M | 4.61% | −1,049−1.1% | Reduced |
| Hantz Financial Services, Inc. | 95,474 | $48.1M | 1.22% | +1,513+1.6% | Added |
| Marsico Capital Management LLC | 96,397 | $48.6M | 2.08% | −96,461−50.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 96,502 | $48.7M | 3.54% | −795−0.8% | Reduced |
| Rafferty Asset Management, LLC | 96,654 | $48.7M | 0.29% | +6,495+7.2% | Added |
| Kestra Advisory Services, LLC | 96,670 | $48.7M | 0.48% | +6,423+7.1% | Added |
| Capital International Inc | 97,183 | $49.0M | 0.94% | −21,038−17.8% | Reduced |
| Varma Mutual Pension Insurance Co | 98,858 | $49.8M | 0.60% | +21,082+27.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 98,923 | $49.9M | 3.32% | +3,066+3.2% | Added |
| Quintet Private Bank (Europe) S.A. | 99,112 | $50.0M | 3.34% | +360+0.4% | Added |
| Heritage Wealth Advisors | 99,506 | $50.2M | 2.74% | +5,861+6.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 100,312 | $50.4M | 0.68% | +62+0.1% | Added |
| Shell Asset Management Co | 100,068 | $50.5M | 2.08% | +4,826+5.1% | Added |
| GWM Advisors LLC | 100,557 | $50.7M | 0.56% | +193+0.2% | Added |
| SP Asset Management LLC | 101,103 | $51.0M | 5.73% | +5,759+6.0% | Added |
| Premier Fund Managers Ltd | 100,000 | $51.0M | 2.40% | 00.0% | Unchanged |
| Vident Advisory, LLC | 101,588 | $51.2M | 1.59% | +101,588 | New |
| Credential Qtrade Securities Inc. | 102,470 | $51.7M | 3.42% | +2,010+2.0% | Added |
| Oppenheimer Asset Management Inc. | 102,778 | $51.8M | 0.80% | −2,814−2.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 103,300 | $52.1M | 0.68% | 00.0% | Unchanged |
| Capital Advisors Inc | 104,057 | $52.5M | 1.37% | −1,005−1.0% | Reduced |
| Cercano Management LLC | 104,185 | $52.5M | 1.87% | 00.0% | Unchanged |
| Lido Advisors, LLC | 105,144 | $53.0M | 0.59% | +1,358+1.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 105,860 | $53.4M | 2.33% | +3,023+2.9% | Added |
| Worldquant Millennium Advisors LLC | 107,181 | $54.0M | 0.83% | +53,172+98.5% | Added |
| Ancora Advisors, LLC | 108,412 | $54.7M | 1.46% | +619+0.6% | Added |
| Bridges Investment Management Inc | 109,172 | $55.0M | 1.96% | −2,790−2.5% | Reduced |
| Millennium Management LLC | 109,907 | $55.4M | 0.06% | −77,155−41.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 111,001 | $56.0M | 1.23% | +3,280+3.0% | Added |
| Cullen/Frost Bankers, Inc. | 111,205 | $56.1M | 0.98% | +3,133+2.9% | Added |
| Avidity Partners Management LP | 112,200 | $56.6M | 2.28% | +112,200 | New |
| Abn Amro Investment Solutions | 112,808 | $56.9M | 1.11% | +38,439+51.7% | Added |
| United Capital Financial Advisers, LLC | 113,299 | $57.1M | 0.37% | −9,205−7.5% | Reduced |
| Davis Selected Advisers | 113,684 | $57.3M | 0.36% | −110−0.1% | Reduced |
| Morningstar Investment Services LLC | 113,126 | $57.7M | 0.74% | −1,362−1.2% | Reduced |
| United Services Automobile Association | 114,629 | $57.8M | 1.46% | +3,104+2.8% | Added |
| Nippon Life Global Investors Americas, Inc. | 114,890 | $57.9M | 3.56% | +17,050+17.4% | Added |
| PFM Health Sciences, LP | 116,067 | $58.5M | 2.80% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 116,545 | $58.8M | 1.28% | +17,917+18.2% | Added |
| Martingale Asset Management L P | 116,642 | $58.8M | 1.24% | −2,403−2.0% | Reduced |
| Nicholas Company, Inc. | 118,270 | $59.6M | 1.19% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 119,205 | $60.1M | 0.76% | −4,946−4.0% | Reduced |
| Oregon Public Employees Retirement Fund | 119,599 | $60.3M | 0.83% | −22,960−16.1% | Reduced |
| Atalanta Sosnoff Capital, LLC | 119,823 | $60.4M | 1.79% | −3,154−2.6% | Reduced |
| Armistice Capital, LLC | 120,000 | $60.5M | 1.80% | −30,000−20.0% | Reduced |
| Two Sigma Investments, LP | 120,209 | $60.6M | 0.17% | +46,875+63.9% | Added |
| State of Alaska, Department of Revenue | 120,626 | $60.8M | 0.77% | −5,305−4.2% | Reduced |
| Colony Group LLC | 120,740 | $60.9M | 0.91% | −3,841−3.1% | Reduced |
| MAI Capital Management | 120,787 | $60.9M | 0.91% | +90.0% | Added |