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 |
|---|---|---|---|---|---|
| Great Lakes Advisors, LLC | 361,220 | $182.1M | 1.66% | +62,057+20.7% | Added |
| Waverton Investment Management Ltd | 349,202 | $176.1M | 5.09% | +67,265+23.9% | Added |
| Rockefeller Capital Management L.P. | 343,360 | $173.1M | 0.67% | +6,927+2.1% | Added |
| Evercore Wealth Management, LLC | 339,777 | $171.3M | 3.21% | −3,533−1.0% | Reduced |
| Capital Group Private Client Services, Inc. | 338,554 | $170.7M | 2.08% | −35,761−9.6% | Reduced |
| Cerity Partners LLC | 337,795 | $170.3M | 0.83% | −60,167−15.1% | Reduced |
| State of Michigan Retirement System | 336,419 | $169.6M | 1.10% | −4,000−1.2% | Reduced |
| Ninety One UK Ltd | 335,354 | $169.1M | 0.53% | −357,503−51.6% | Reduced |
| Findlay Park Partners LLP | 330,585 | $166.7M | 1.79% | +50,855+18.2% | Added |
| Penserra Capital Management LLC | 327,796 | $165.3M | 3.41% | +9,071+2.8% | Added |
| Mn Services Vermogensbeheer B.V. | 326,400 | $164.6M | 1.59% | +5,500+1.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 317,766 | $160.2M | 2.48% | +3,764+1.2% | Added |
| Railway Pension Investments Ltd | 309,720 | $156.2M | 1.69% | −79,400−20.4% | Reduced |
| Commonwealth Equity Services, LLC | 309,031 | $155.8M | 0.32% | +11,534+3.9% | Added |
| Boston Trust Walden Corp | 304,389 | $153.5M | 1.29% | +1,132+0.4% | Added |
| Banque Pictet & Cie SA | 300,729 | $151.6M | 1.79% | −60,146−16.7% | Reduced |
| Massachusetts Financial Services Co | 298,559 | $150.5M | 0.05% | −466,037−61.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 297,346 | $149.9M | 1.52% | −20,722−6.5% | Reduced |
| Comerica Bank | 295,633 | $149.1M | 0.78% | +295,633 | New |
| Eagle Asset Management Inc | 292,518 | $147.5M | 0.87% | −6,789−2.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 287,043 | $144.7M | 2.18% | −1,179−0.4% | Reduced |
| Nisa Investment Advisors, LLC | 285,336 | $143.9M | 1.10% | −3,403−1.2% | Reduced |
| Bahl & Gaynor Inc | 284,136 | $143.3M | 0.92% | −25,043−8.1% | Reduced |
| Teacher Retirement System of Texas | 283,882 | $143.1M | 0.95% | +858+0.3% | Added |
| Route One Investment Company, L.P. | 283,400 | $142.9M | 5.52% | +64,150+29.3% | Added |
| Captrust Financial Advisors | 294,838 | $142.3M | 0.54% | +32,316+12.3% | Added |
| ProShare Advisors LLC | 281,533 | $141.9M | 0.44% | −24,800−8.1% | Reduced |
| Baird Financial Group, Inc. | 278,752 | $140.5M | 0.38% | +47,963+20.8% | Added |
| Pinebridge Investments, L.P. | 277,674 | $140.0M | 1.55% | +88,627+46.9% | Added |
| DnB Asset Management AS | 274,242 | $138.3M | 0.83% | −1,061−0.4% | Reduced |
| Nissay Asset Management Corp | 273,671 | $138.0M | 1.22% | +84,761+44.9% | Added |
| Two Sigma Advisers, LP | 273,500 | $137.9M | 0.35% | +254,100+1,309.8% | Added |
| Congress Asset Management Co | 267,438 | $134.8M | 1.19% | −456−0.2% | Reduced |
| Vontobel Holding Ltd. | 263,985 | $133.1M | 1.23% | +13,588+5.4% | Added |
| Arizona State Retirement System | 263,531 | $132.9M | 1.13% | −3,119−1.2% | Reduced |
| Gateway Investment Advisers LLC | 262,303 | $132.3M | 1.66% | −1,597−0.6% | Reduced |
| Marshall Wace, LLP | 262,287 | $132.2M | 0.28% | −108,729−29.3% | Reduced |
| MetLife Investment Management | 261,769 | $132.0M | 1.03% | −7,100−2.6% | Reduced |
| CCLA Investment Management Ltd | 259,715 | $131.0M | 2.45% | +259+0.1% | Added |
| Bellevue Group AG | 258,205 | $130.2M | 2.10% | +48,078+22.9% | Added |
| Sculptor Capital LP | 257,536 | $129.8M | 3.16% | −22,000−7.9% | Reduced |
| Johnson Investment Counsel Inc | 257,332 | $129.7M | 1.67% | +5,470+2.2% | Added |
| Axiom Investors LLC | 253,401 | $127.8M | 1.84% | +17,763+7.5% | Added |
| TCW Group Inc | 250,416 | $126.3M | 1.59% | +5,794+2.4% | Added |
| LGT Capital Partners Ltd. | 248,501 | $125.3M | 4.51% | −1,344−0.5% | Reduced |
| Holocene Advisors, LP | 247,128 | $124.6M | 0.56% | +247,128 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 245,326 | $123.7M | 0.65% | +63,203+34.7% | Added |
| Davenport & Co LLC | 244,089 | $123.2M | 0.95% | +54,521+28.8% | Added |
| Cresset Asset Management, LLC | 244,222 | $123.1M | 0.85% | +1,559+0.6% | Added |
| American International Group, Inc. | 243,948 | $123.0M | 0.80% | −5,330−2.1% | Reduced |
| Forsta Ap-Fonden | 243,000 | $122.5M | 1.37% | 00.0% | Unchanged |
| Amalgamated Bank | 241,078 | $121.5M | 1.03% | −8,788−3.5% | Reduced |
| Intech Investment Management LLC | 240,323 | $121.2M | 1.79% | +10,294+4.5% | Added |
| Man Group plc | – | $120.6M | 0.37% | – | – |
| Jane Street Group, LLC | 237,956 | $120.0M | 0.19% | +51,292+27.5% | Added |
| Huntington National Bank | 235,889 | $118.9M | 1.19% | −6,470−2.7% | Reduced |
| Pinnacle Financial Partners Inc | 230,793 | $116.4M | 3.01% | +1,367+0.6% | Added |
| Canoe Financial LP | 169,420 | $116.0M | 3.24% | −174,131−50.7% | Reduced |
| Rock Springs Capital Management LP | 230,000 | $116.0M | 3.11% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 229,624 | $115.8M | 0.66% | −49,582−17.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 226,328 | $114.1M | 0.15% | +6,817+3.1% | Added |
| Milestone Resources Group Ltd | 225,973 | $113.9M | 5.59% | 00.0% | Unchanged |
| Factory Mutual Insurance Co | 224,900 | $113.4M | 1.58% | +6,000+2.7% | Added |
| Tredje AP-fonden | 223,525 | $112.7M | 1.66% | −34,344−13.3% | Reduced |
| Regions Financial Corp | 222,536 | $112.2M | 1.01% | −3,572−1.6% | Reduced |
| Empower Advisory Group, LLC | 221,602 | $111.7M | 0.49% | +3,707+1.7% | Added |
| Cincinnati Insurance Co | 220,081 | $111.0M | 2.20% | 00.0% | Unchanged |
| Locust Wood Capital Advisers, LLC | 217,338 | $109.6M | 5.23% | +152,630+235.9% | Added |
| Segall Bryant & Hamill, LLC | 216,102 | $109.0M | 1.26% | −8,771−3.9% | Reduced |
| M&T Bank Corp | 215,487 | $108.6M | 0.43% | −14,197−6.2% | Reduced |
| Zurich Insurance Group Ltd | 214,616 | $108.2M | 1.15% | −47,116−18.0% | Reduced |
| iA Global Asset Management Inc. | 212,759 | $107.3M | 2.83% | +26,494+14.2% | Added |
| Westwood Holdings Group Inc. | 212,119 | $106.9M | 1.00% | +5,041+2.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 209,885 | $105.8M | 1.40% | −4,800−2.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 208,726 | $105.2M | 2.61% | +4,556+2.2% | Added |
| Agf Management Ltd | 208,722 | $105.2M | 0.75% | −6,746−3.1% | Reduced |
| Clark Capital Management Group, Inc. | 208,542 | $105.1M | 1.05% | +2,880+1.4% | Added |
| Keybank National Association | 207,864 | $104.8M | 0.50% | −2,408−1.1% | Reduced |
| Argent Capital Management LLC | 201,185 | $101.4M | 3.61% | +6,885+3.5% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 200,000 | $100.8M | 1.99% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 199,666 | $100.7M | 3.51% | +747+0.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 198,427 | $100.1M | 0.22% | −2,119−1.1% | Reduced |
| Xponance, Inc. | 193,680 | $97.7M | 1.33% | −4,513−2.3% | Reduced |
| USS Investment Management Ltd | 193,365 | $97.5M | 1.07% | +4,534+2.4% | Added |
| Texas Permanent School Fund | 191,397 | $96.5M | 0.94% | −3,832−2.0% | Reduced |
| IFM Investors Pty Ltd | 190,835 | $96.2M | 1.27% | +5,837+3.2% | Added |
| Bristol John W & Co Inc | 189,817 | $95.7M | 1.89% | −1,597−0.8% | Reduced |
| Erste Asset Management GmbH | 186,426 | $94.6M | 1.63% | +30,560+19.6% | Added |
| Creative Planning | 186,749 | $94.2M | 0.13% | +16,124+9.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 186,250 | $93.9M | 0.78% | +23,875+14.7% | Added |
| James Hambro & Partners | 182,903 | $92.2M | 5.98% | +19,564+12.0% | Added |
| CIBC World Markets Inc. | 180,132 | $90.8M | 0.33% | +6,791+3.9% | Added |
| QRG Capital Management, Inc. | 179,418 | $90.5M | 1.57% | +179,418 | New |
| Panagora Asset Management Inc | 177,362 | $89.4M | 0.56% | −19,044−9.7% | Reduced |
| TD Waterhouse Canada Inc. | 155,243 | $89.3M | 0.93% | −4,833−3.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 176,440 | $89.0M | 2.07% | −6,273−3.4% | Reduced |
| Daiwa Securities Group Inc. | 173,964 | $87.7M | 0.62% | +2,306+1.3% | Added |
| Swiss Life Asset Management Ltd | 168,886 | $85.1M | 1.32% | +3,774+2.3% | Added |
| Riverbridge Partners LLC | 168,213 | $84.8M | 1.16% | −3,001−1.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 167,305 | $84.4M | 1.71% | +7,525+4.7% | Added |