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
- 3,145
- +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 | 3,395 | $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, 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 |
|---|---|---|---|---|---|
| Ruane, Cunniff & Goldfarb L.P. | 1,095,459 | $552.3M | 9.17% | −33,171−2.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,095,030 | $552.1M | 3.22% | +64,754+6.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,047,617 | $528.2M | 1.07% | +72,833+7.5% | Added |
| Ci Investments Inc. | 1,013,436 | $511.0M | 2.85% | +127,067+14.3% | Added |
| APG Asset Management N.V. | 1,002,031 | $505.2M | 1.03% | −84,830−7.8% | Reduced |
| New York State Teachers Retirement System | 982,138 | $495.2M | 1.20% | −42,534−4.2% | Reduced |
| Guardcap Asset Management Ltd | 968,929 | $488.5M | 6.79% | −53,167−5.2% | Reduced |
| Aviva PLC | 958,737 | $483.4M | 2.03% | −1,549−0.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 957,461 | $482.7M | 1.48% | +176,343+22.6% | Added |
| Pictet Asset Management Holding SA | 957,286 | $482.7M | 0.60% | +957,286 | New |
| D. E. Shaw & Co., Inc. | 955,343 | $481.7M | 0.80% | +70,840+8.0% | Added |
| State Board of Administration of Florida Retirement System | 953,679 | $480.8M | 1.13% | −17,782−1.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 925,866 | $466.8M | 1.06% | +84,215+10.0% | Added |
| Orbis Allan Gray Ltd | 920,093 | $463.9M | 3.34% | +174,716+23.4% | Added |
| CI Private Wealth, LLC | 918,810 | $463.3M | 1.07% | −3,632−0.4% | Reduced |
| Capital Wealth Planning, LLC | 917,289 | $462.5M | 5.69% | +25,350+2.8% | Added |
| Robeco Institutional Asset Management B.V. | 899,999 | $453.8M | 1.21% | −2,778−0.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 898,341 | $452.9M | 1.73% | −44,647−4.7% | Reduced |
| William Blair Investment Management, LLC | 895,817 | $451.7M | 1.50% | +132,036+17.3% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 891,167 | $449.3M | 4.33% | 00.0% | Unchanged |
| Victory Capital Management Inc | 858,413 | $432.8M | 0.50% | −6,552−0.8% | Reduced |
| National Bank of Canada | 814,745 | $418.6M | 0.77% | −28,892−3.4% | Reduced |
| Handelsbanken Fonder AB | 828,220 | $417.6M | 2.34% | +3,516+0.4% | Added |
| Public Employees Retirement Association of Colorado | 822,513 | $414.7M | 2.12% | −2,302−0.3% | Reduced |
| Allen Investment Management LLC | 821,624 | $414.3M | 6.06% | +10,320+1.3% | Added |
| Korea Investment CORP | 819,844 | $413.4M | 1.22% | +3,171+0.4% | Added |
| AXA S.A. | 809,571 | $408.2M | 1.43% | −78,171−8.8% | Reduced |
| Mairs & Power Inc | 808,787 | $407.8M | 4.79% | +22,118+2.8% | Added |
| Magellan Asset Management Ltd | 784,120 | $395.3M | 4.20% | +73,921+10.4% | Added |
| KBC Group NV | 781,911 | $394.2M | 1.61% | −49,718−6.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 759,789 | $383.1M | 0.69% | +12,732+1.7% | Added |
| StonePine Asset Management Inc. | 753,690 | $380.0M | 5.48% | +535,581+245.6% | Added |
| LPL Financial LLC | 742,581 | $374.5M | 0.26% | +74,446+11.1% | Added |
| Truist Financial Corp | 727,823 | $367.0M | 0.61% | +64,443+9.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 713,642 | $359.8M | 1.42% | −22,048−3.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 709,725 | $357.8M | 0.90% | −23,862−3.3% | Reduced |
| Lord, Abbett & Co. LLC | 707,274 | $356.6M | 1.33% | +91,585+14.9% | Added |
| Toronto Dominion Bank | 684,859 | $345.3M | 0.57% | +57,954+9.2% | Added |
| Jarislowsky, Fraser Ltd | 661,907 | $333.7M | 2.17% | −9,958−1.5% | Reduced |
| SEI Investments Co | 661,620 | $333.6M | 0.60% | −11,705−1.7% | Reduced |
| First Republic Investment Management, Inc. | 652,239 | $328.9M | 0.94% | −50,580−7.2% | Reduced |
| Mackenzie Financial Corp | 644,471 | $328.3M | 0.55% | −8,265−1.3% | Reduced |
| Los Angeles Capital Management LLC | 642,973 | $324.2M | 1.38% | +37,503+6.2% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 636,966 | $321.2M | 1.63% | +2,019+0.3% | Added |
| STRS Ohio | 634,723 | $320.0M | 1.42% | +6,505+1.0% | Added |
| HighTower Advisors, LLC | 632,581 | $319.9M | 0.60% | +95,320+17.7% | Added |
| Natixis Advisors, L.P. | 614,289 | $309.7M | 0.95% | +63,008+11.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 593,345 | $299.2M | 1.32% | +10,780+1.9% | Added |
| Provident Trust Co | 592,385 | $298.7M | 6.90% | −6,411−1.1% | Reduced |
| Loomis Sayles & Co L P | 590,370 | $297.7M | 0.51% | +62,604+11.9% | Added |
| Fiduciary Management Inc | 588,777 | $296.9M | 3.02% | −21,254−3.5% | Reduced |
| Winslow Capital Management, LLC | 576,685 | $290.8M | 1.38% | −201,370−25.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 572,302 | $288.5M | 1.89% | −29,563−4.9% | Reduced |
| Thrivent Financial for Lutherans | 567,501 | $286.2M | 0.68% | +2,712+0.5% | Added |
| Nomura Asset Management Co Ltd | 564,067 | $284.4M | 1.33% | −2,017−0.4% | Reduced |
| Menora Mivtachim Holdings Ltd. | 563,961 | $284.3M | 2.58% | +133,820+31.1% | Added |
| AustralianSuper Pty Ltd | 553,553 | $279.1M | 1.81% | −66,007−10.7% | Reduced |
| ABN AMRO Bank N.V. | 548,694 | $276.7M | 4.98% | +18,008+3.4% | Added |
| Epoch Investment Partners, Inc. | 544,586 | $274.6M | 1.75% | +40,994+8.1% | Added |
| BNP Paribas Arbitrage, SA | 544,004 | $274.3M | 0.61% | −13,755−2.5% | Reduced |
| AQR Capital Management LLC | 542,035 | $273.3M | 0.56% | +35,939+7.1% | Added |
| British Columbia Investment Management Corp | 541,645 | $273.1M | 2.59% | +8,882+1.7% | Added |
| Fort Washington Investment Advisors Inc | 532,722 | $268.6M | 2.03% | −9,637−1.8% | Reduced |
| State of New Jersey Common Pension Fund D | 531,246 | $267.8M | 0.96% | −20,598−3.7% | Reduced |
| Harding Loevner LP | 524,202 | $264.3M | 1.75% | −74,192−12.4% | Reduced |
| Fifth Third Bancorp | 513,385 | $258.8M | 1.20% | −1,193−0.2% | Reduced |
| State of Wisconsin Investment Board | 504,586 | $254.4M | 0.80% | −11,009−2.1% | Reduced |
| Storebrand Asset Management AS | 502,519 | $253.4M | 1.21% | +7,522+1.5% | Added |
| Echo Street Capital Management LLC | 500,678 | $252.4M | 2.35% | +24,880+5.2% | Added |
| Public Sector Pension Investment Board | 498,028 | $251.1M | 1.85% | +153,211+44.4% | Added |
| Public Employees Retirement System of Ohio | 493,297 | $248.7M | 1.11% | −36,073−6.8% | Reduced |
| Advisor Group Holdings, Inc. | 491,529 | $248.0M | 0.37% | +114,725+30.4% | Added |
| Susquehanna International Group, LLP | 490,932 | $247.5M | 0.38% | +33,036+7.2% | Added |
| Allspring Global Investments Holdings, LLC | 486,595 | $245.3M | 0.44% | −149,330−23.5% | Reduced |
| Asset Management One Co.,Ltd. | 479,578 | $241.8M | 1.08% | +2,245+0.5% | Added |
| Haverford Trust Co | 475,135 | $239.6M | 2.92% | −9,098−1.9% | Reduced |
| Cincinnati Financial Corp | 468,822 | $236.4M | 5.71% | 00.0% | Unchanged |
| Mariner, LLC | 468,297 | $236.1M | 0.63% | +11,805+2.6% | Added |
| Caisse de Depot Et Placement du Quebec | 459,102 | $231.5M | 0.67% | +71,456+18.4% | Added |
| Assenagon Asset Management S.A. | 457,138 | $230.5M | 0.81% | +234,707+105.5% | Added |
| Retirement Systems of Alabama | 452,247 | $228.0M | 1.06% | −2,153−0.5% | Reduced |
| Bank of Nova Scotia | 450,993 | $227.4M | 0.60% | −92,854−17.1% | Reduced |
| Perpetual Ltd | 443,915 | $223.8M | 2.31% | −26,419−5.6% | Reduced |
| First Trust Advisors LP | 440,380 | $222.0M | 0.26% | −131,520−23.0% | Reduced |
| Treasurer of the State of North Carolina | 435,833 | $219.7M | 1.19% | +1,550+0.4% | Added |
| Westfield Capital Management Co LP | 430,802 | $217.2M | 1.48% | +5,095+1.2% | Added |
| Coho Partners, Ltd. | 429,985 | $216.8M | 4.62% | −40,571−8.6% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 416,311 | $209.9M | 5.62% | +1,287+0.3% | Added |
| M&G Investment Management Ltd | 416,376 | $209.9M | 1.54% | +2,997+0.7% | Added |
| Focused Investors LLC | 402,650 | $203.0M | 7.22% | −4,600−1.1% | Reduced |
| Squarepoint Ops LLC | 402,467 | $202.9M | 0.98% | +94,266+30.6% | Added |
| Scotia Capital Inc. | 395,968 | $199.7M | 1.44% | +7,855+2.0% | Added |
| Calamos Advisors LLC | 390,649 | $197.0M | 1.07% | +7,047+1.8% | Added |
| Fred Alger Management, LLC | 387,103 | $195.2M | 1.12% | −25,409−6.2% | Reduced |
| State of Tennessee, Treasury Department | 385,912 | $194.6M | 0.79% | −21,267−5.2% | Reduced |
| CIBC Asset Management Inc | 382,529 | $192.9M | 0.80% | −37,801−9.0% | Reduced |
| Natixis | 379,688 | $191.4M | 1.51% | +198,164+109.2% | Added |
| Consulta Ltd | 375,000 | $189.1M | 13.58% | +75,000+25.0% | Added |
| Blair William & Co | 370,156 | $186.6M | 0.72% | +3,555+1.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 361,887 | $182.5M | 0.60% | +302,278+507.1% | Added |