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 |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 121,120 | $61.1M | 0.50% | +31,868+35.7% | Added |
| Zacks Investment Management | 122,121 | $61.6M | 0.80% | +1,293+1.1% | Added |
| Commerce Bank | 122,412 | $61.7M | 0.49% | −2,785−2.2% | Reduced |
| Tiaa Trust, National Association | 123,494 | $62.3M | 0.22% | +123,494 | New |
| Vulcan Value Partners, LLC | 123,681 | $62.4M | 0.95% | +123,681 | New |
| GW&K Investment Management, LLC | 125,440 | $63.2M | 0.64% | +3,609+3.0% | Added |
| Ofi Invest Asset Management | 135,261 | $64.4M | 2.32% | −1,581−1.2% | Reduced |
| MBB Public Markets I LLC | 127,830 | $64.5M | 4.32% | −5,643−4.2% | Reduced |
| Cornerstone Investment Partners, LLC | 127,958 | $64.5M | 4.03% | −3,062−2.3% | Reduced |
| E. Ohman J:or Asset Management AB | 127,966 | $64.5M | 2.43% | +21,587+20.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 131,333 | $66.2M | 0.31% | +6,777+5.4% | Added |
| UniSuper Management Pty Ltd | 131,718 | $66.4M | 0.81% | −16,975−11.4% | Reduced |
| Bradley Foster & Sargent Inc | 139,323 | $67.0M | 1.41% | 00.0% | Unchanged |
| Van Eck Associates Corp | 134,069 | $67.6M | 0.15% | +6,345+5.0% | Added |
| Steward Partners Investment Advisory, LLC | 134,864 | $68.0M | 1.05% | +6,240+4.9% | Added |
| Cetera Advisor Networks LLC | 136,039 | $68.6M | 0.43% | +6,769+5.2% | Added |
| Mutual of America Capital Management LLC | 136,061 | $68.6M | 0.85% | −4,538−3.2% | Reduced |
| Qube Research & Technologies Ltd | 136,317 | $68.7M | 0.20% | −59,847−30.5% | Reduced |
| Alberta Investment Management Corp | 136,334 | $68.7M | 0.74% | +16,925+14.2% | Added |
| Border to Coast Pensions Partnership Ltd | 137,155 | $70.0M | 1.86% | 00.0% | Unchanged |
| Umb Bank N A | 139,944 | $70.6M | 1.13% | −8,501−5.7% | Reduced |
| Vaughan David Investments LLC | 141,116 | $71.1M | 2.15% | +343+0.2% | Added |
| Financial Counselors Inc | 142,558 | $71.9M | 1.44% | +2,043+1.5% | Added |
| Harvest Portfolios Group Inc. | 142,587 | $71.9M | 3.39% | −7,639−5.1% | Reduced |
| CIBC World Markets Corp | 143,954 | $72.6M | 0.71% | −17,151−10.6% | Reduced |
| MML Investors Services, LLC | 144,399 | $72.8M | 0.40% | +3,559+2.5% | Added |
| Ferguson Wellman Capital Management, Inc | 144,692 | $73.0M | 1.79% | −2,202−1.5% | Reduced |
| Virginia Retirement Systems Et Al | 144,700 | $73.0M | 0.72% | −2,600−1.8% | Reduced |
| Sands Capital Management, LLC | 145,132 | $73.2M | 0.25% | +30,539+26.6% | Added |
| AE Wealth Management LLC | 146,780 | $74.0M | 0.44% | +13,504+10.1% | Added |
| Rathbone Brothers plc | 147,746 | $74.5M | 0.54% | +146,798+15,485.0% | Added |
| Connectus Wealth, LLC | 148,244 | $74.8M | 1.67% | −14,136−8.7% | Reduced |
| Bristol Gate Capital Partners Inc. | 149,260 | $75.3M | 4.19% | −4,280−2.8% | Reduced |
| New York Life Investment Management LLC | 149,844 | $75.5M | 0.82% | −2,122−1.4% | Reduced |
| Federated Hermes, Inc. | 150,868 | $76.1M | 0.20% | −12,461−7.6% | Reduced |
| HM Payson & Co | 152,712 | $77.0M | 1.80% | +883+0.6% | Added |
| Mercer Global Advisors Inc | 152,974 | $77.1M | 0.29% | −1,787−1.2% | Reduced |
| Utah Retirement Systems | 160,355 | $80.8M | 1.16% | +742+0.5% | Added |
| Balyasny Asset Management LLC | 160,388 | $80.9M | 0.23% | +116,410+264.7% | Added |
| Czech National Bank | 161,899 | $81.6M | 1.30% | +51,683+46.9% | Added |
| Federation des caisses Desjardins du Quebec | 163,526 | $82.4M | 0.85% | +11,677+7.7% | Added |
| Bartlett & Co. LLC | 164,353 | $82.9M | 1.49% | +8,873+5.7% | Added |
| Bartlett & Co. Wealth Management LLC | 164,353 | $82.9M | 1.49% | +8,873+5.7% | Added |
| Edmond de Rothschild Holding S.A. | 167,305 | $84.4M | 1.71% | +7,525+4.7% | Added |
| Riverbridge Partners LLC | 168,213 | $84.8M | 1.16% | −3,001−1.8% | Reduced |
| Swiss Life Asset Management Ltd | 168,886 | $85.1M | 1.32% | +3,774+2.3% | Added |
| Daiwa Securities Group Inc. | 173,964 | $87.7M | 0.62% | +2,306+1.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 176,440 | $89.0M | 2.07% | −6,273−3.4% | Reduced |
| TD Waterhouse Canada Inc. | 155,243 | $89.3M | 0.93% | −4,833−3.0% | Reduced |
| Panagora Asset Management Inc | 177,362 | $89.4M | 0.56% | −19,044−9.7% | Reduced |
| QRG Capital Management, Inc. | 179,418 | $90.5M | 1.57% | +179,418 | New |
| CIBC World Markets Inc. | 180,132 | $90.8M | 0.33% | +6,791+3.9% | Added |
| James Hambro & Partners | 182,903 | $92.2M | 5.98% | +19,564+12.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 186,250 | $93.9M | 0.78% | +23,875+14.7% | Added |
| Creative Planning | 186,749 | $94.2M | 0.13% | +16,124+9.4% | Added |
| Erste Asset Management GmbH | 186,426 | $94.6M | 1.63% | +30,560+19.6% | Added |
| Bristol John W & Co Inc | 189,817 | $95.7M | 1.89% | −1,597−0.8% | Reduced |
| IFM Investors Pty Ltd | 190,835 | $96.2M | 1.27% | +5,837+3.2% | Added |
| Texas Permanent School Fund | 191,397 | $96.5M | 0.94% | −3,832−2.0% | Reduced |
| USS Investment Management Ltd | 193,365 | $97.5M | 1.07% | +4,534+2.4% | Added |
| Xponance, Inc. | 193,680 | $97.7M | 1.33% | −4,513−2.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 198,427 | $100.1M | 0.22% | −2,119−1.1% | Reduced |
| Pictet & Cie (Europe) SA | 199,666 | $100.7M | 3.51% | +747+0.4% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 200,000 | $100.8M | 1.99% | 00.0% | Unchanged |
| Argent Capital Management LLC | 201,185 | $101.4M | 3.61% | +6,885+3.5% | Added |
| Keybank National Association | 207,864 | $104.8M | 0.50% | −2,408−1.1% | Reduced |
| Clark Capital Management Group, Inc. | 208,542 | $105.1M | 1.05% | +2,880+1.4% | Added |
| Agf Management Ltd | 208,722 | $105.2M | 0.75% | −6,746−3.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 208,726 | $105.2M | 2.61% | +4,556+2.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 209,885 | $105.8M | 1.40% | −4,800−2.2% | Reduced |
| Westwood Holdings Group Inc. | 212,119 | $106.9M | 1.00% | +5,041+2.4% | Added |
| iA Global Asset Management Inc. | 212,759 | $107.3M | 2.83% | +26,494+14.2% | Added |
| Zurich Insurance Group Ltd | 214,616 | $108.2M | 1.15% | −47,116−18.0% | Reduced |
| M&T Bank Corp | 215,487 | $108.6M | 0.43% | −14,197−6.2% | Reduced |
| Segall Bryant & Hamill, LLC | 216,102 | $109.0M | 1.26% | −8,771−3.9% | Reduced |
| Locust Wood Capital Advisers, LLC | 217,338 | $109.6M | 5.23% | +152,630+235.9% | Added |
| Cincinnati Insurance Co | 220,081 | $111.0M | 2.20% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 221,602 | $111.7M | 0.49% | +3,707+1.7% | Added |
| Regions Financial Corp | 222,536 | $112.2M | 1.01% | −3,572−1.6% | Reduced |
| Tredje AP-fonden | 223,525 | $112.7M | 1.66% | −34,344−13.3% | Reduced |
| Factory Mutual Insurance Co | 224,900 | $113.4M | 1.58% | +6,000+2.7% | Added |
| Milestone Resources Group Ltd | 225,973 | $113.9M | 5.59% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 226,328 | $114.1M | 0.15% | +6,817+3.1% | Added |
| Glenmede Trust Co NA | 229,624 | $115.8M | 0.66% | −49,582−17.8% | Reduced |
| Rock Springs Capital Management LP | 230,000 | $116.0M | 3.11% | 00.0% | Unchanged |
| Canoe Financial LP | 169,420 | $116.0M | 3.24% | −174,131−50.7% | Reduced |
| Pinnacle Financial Partners Inc | 230,793 | $116.4M | 3.01% | +1,367+0.6% | Added |
| Huntington National Bank | 235,889 | $118.9M | 1.19% | −6,470−2.7% | Reduced |
| Jane Street Group, LLC | 237,956 | $120.0M | 0.19% | +51,292+27.5% | Added |
| Man Group plc | – | $120.6M | 0.37% | – | – |
| Intech Investment Management LLC | 240,323 | $121.2M | 1.79% | +10,294+4.5% | Added |
| Amalgamated Bank | 241,078 | $121.5M | 1.03% | −8,788−3.5% | Reduced |
| Forsta Ap-Fonden | 243,000 | $122.5M | 1.37% | 00.0% | Unchanged |
| American International Group, Inc. | 243,948 | $123.0M | 0.80% | −5,330−2.1% | Reduced |
| Cresset Asset Management, LLC | 244,222 | $123.1M | 0.85% | +1,559+0.6% | Added |
| Davenport & Co LLC | 244,089 | $123.2M | 0.95% | +54,521+28.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 245,326 | $123.7M | 0.65% | +63,203+34.7% | Added |
| Holocene Advisors, LP | 247,128 | $124.6M | 0.56% | +247,128 | New |
| LGT Capital Partners Ltd. | 248,501 | $125.3M | 4.51% | −1,344−0.5% | Reduced |
| TCW Group Inc | 250,416 | $126.3M | 1.59% | +5,794+2.4% | Added |