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, Q4 2023
Institutional positions in UnitedHealth Group Inc as of Dec 31, 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
- 3,422
- +333 vs. Q3 2023
- Shares held
- 813.1M
- +6.25M (+0.8%) vs. Q3 2023
- Total value
- $428.0B
- +$21.2B (+5.2%) vs. Q3 2023
- New holders
- 421
- 1,422 more added
- Sold out
- 88
- 1,239 more reduced
56 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 83,860,515 | $44.2B | 0.96% | +250,291+0.3% | Added |
| BlackRock Inc. | 72,376,243 | $38.1B | 0.98% | −550,472−0.8% | Reduced |
| State Street Corp | 45,518,920 | $24.0B | 1.17% | +1,091,436+2.5% | Added |
| FMR LLC | 41,729,708 | $22.0B | 1.69% | −1,764,595−4.1% | Reduced |
| Capital World Investors | 28,862,345 | $15.2B | 2.70% | +9,0930.0% | Added |
| Price T Rowe Associates Inc | 25,968,287 | $13.7B | 1.84% | −789,861−3.0% | Reduced |
| Wellington Management Group LLP | 24,392,706 | $12.8B | 2.39% | −827,528−3.3% | Reduced |
| JPMorgan Chase & Co | 23,948,592 | $12.6B | 1.29% | +624,974+2.7% | Added |
| Geode Capital Management, LLC | 18,213,348 | $9.56B | 1.00% | +343,363+1.9% | Added |
| Morgan Stanley | 16,777,571 | $8.83B | 0.78% | +1,060,684+6.7% | Added |
| Capital Research Global Investors | 15,122,203 | $7.96B | 1.96% | +324,733+2.2% | Added |
| Alliancebernstein L.P. | 11,999,860 | $6.32B | 2.43% | +289,946+2.5% | Added |
| Capital International Investors | 11,860,985 | $6.24B | 1.40% | +542,424+4.8% | Added |
| Bank of America Corp | 11,108,010 | $5.85B | 0.66% | −803,777−6.7% | Reduced |
| Norges Bank | 11,021,009 | $5.80B | 1.01% | +538,126+5.1% | Added |
| Royal Bank of Canada | 10,048,190 | $5.29B | 1.31% | −173,144−1.7% | Reduced |
| Northern Trust Corp | 9,571,127 | $5.04B | 0.91% | −216,641−2.2% | Reduced |
| Bank of New York Mellon Corp | 8,296,996 | $4.37B | 0.89% | +54,714+0.7% | Added |
| Wells Fargo & Company | 8,086,515 | $4.26B | 1.21% | +65,412+0.8% | Added |
| Nuveen Asset Management, LLC | 7,313,509 | $3.85B | 1.24% | +270,965+3.8% | Added |
| Legal & General Group Plc | 6,804,160 | $3.58B | 1.11% | +131,179+2.0% | Added |
| Charles Schwab Investment Management Inc | 5,984,853 | $3.14B | 0.80% | +141,646+2.4% | Added |
| UBS Asset Management Americas Inc | 5,842,111 | $3.08B | 1.21% | +457,227+8.5% | Added |
| Clearbridge Investments, LLC | 5,740,355 | $3.02B | 2.60% | −485,117−7.8% | Reduced |
| Janus Henderson Group PLC | 5,637,948 | $2.97B | 1.77% | −427,190−7.0% | Reduced |
| Goldman Sachs Group Inc | 5,608,737 | $2.95B | 0.65% | +134,381+2.5% | Added |
| Sanders Capital, LLC | 4,964,662 | $2.61B | 4.83% | −792,748−13.8% | Reduced |
| Franklin Resources Inc | 4,697,242 | $2.47B | 1.16% | −202,439−4.1% | Reduced |
| Invesco Ltd. | 4,588,649 | $2.42B | 0.57% | +355,267+8.4% | Added |
| T. Rowe Price Investment Management, Inc. | 4,233,426 | $2.23B | 1.45% | −308,795−6.8% | Reduced |
| Amundi | 3,757,663 | $2.02B | 0.91% | +500,041+15.3% | Added |
| UBS Group AG | 3,818,287 | $2.01B | 0.81% | +291,491+8.3% | Added |
| Ameriprise Financial Inc | 3,659,268 | $1.93B | 0.58% | −66,382−1.8% | Reduced |
| Deutsche Bank AG | 3,630,308 | $1.91B | 0.98% | +209,334+6.1% | Added |
| Jennison Associates LLC | 3,617,813 | $1.90B | 1.42% | +1,195,352+49.3% | Added |
| Barclays PLC | 3,441,576 | $1.81B | 0.94% | −11,696−0.3% | Reduced |
| GQG Partners LLC | 3,426,409 | $1.80B | 3.82% | +180,511+5.6% | Added |
| Dodge & Cox | 3,406,192 | $1.79B | 1.14% | −40,998−1.2% | Reduced |
| American Century Companies Inc | 3,226,430 | $1.70B | 1.17% | +297,283+10.1% | Added |
| California Public Employees Retirement System | 3,090,986 | $1.63B | 1.24% | +815,822+35.9% | Added |
| TD Asset Management Inc | 2,920,471 | $1.54B | 1.51% | +242,390+9.1% | Added |
| Swiss National Bank | 2,896,561 | $1.52B | 1.12% | −98,100−3.3% | Reduced |
| Fisher Asset Management, LLC | 2,871,971 | $1.51B | 0.80% | +94,760+3.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,724,270 | $1.43B | 1.06% | −54,621−2.0% | Reduced |
| Canada Pension Plan Investment Board | 2,671,413 | $1.41B | 1.78% | +210,920+8.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,633,984 | $1.39B | 1.84% | −94,372−3.5% | Reduced |
| Credit Suisse AG | 2,560,215 | $1.35B | 1.31% | −73,349−2.8% | Reduced |
| Dimensional Fund Advisors LP | 2,530,199 | $1.33B | 0.39% | +16,864+0.7% | Added |
| Polen Capital Management LLC | 2,435,074 | $1.28B | 3.15% | −103,060−4.1% | Reduced |
| HSBC Holdings PLC | 2,373,514 | $1.25B | 1.15% | −76,718−3.1% | Reduced |
| Bank of Montreal | 2,284,931 | $1.21B | 0.65% | +208,852+10.1% | Added |
| Brown Advisory Inc | 2,278,536 | $1.20B | 1.69% | −134,372−5.6% | Reduced |
| Lazard Asset Management LLC | 2,112,116 | $1.11B | 1.41% | −28,814−1.3% | Reduced |
| Mawer Investment Management Ltd. | 2,043,876 | $1.08B | 5.51% | +32,726+1.6% | Added |
| Fiera Capital Corp | 2,036,019 | $1.07B | 3.29% | −204,757−9.1% | Reduced |
| Manufacturers Life Insurance Company, The | 2,034,718 | $1.07B | 0.64% | −149,594−6.8% | Reduced |
| Envestnet Asset Management Inc | 2,019,293 | $1.06B | 0.44% | +67,361+3.5% | Added |
| Swedbank AB | 1,890,011 | $995.0M | 1.61% | +6,076+0.3% | Added |
| Schroder Investment Management Group | 1,839,172 | $968.3M | 1.26% | +178,137+10.7% | Added |
| Raymond James & Associates | 1,837,173 | $967.2M | 0.72% | +24,474+1.4% | Added |
| Nordea Investment Management AB | 1,818,250 | $959.5M | 1.22% | −120,840−6.2% | Reduced |
| Eagle Capital Management LLC | 1,786,527 | $940.6M | 3.99% | −40,933−2.2% | Reduced |
| Putnam Investments LLC | 1,775,918 | $935.0M | 1.23% | +66,180+3.9% | Added |
| Rhumbline Advisers | 1,740,497 | $916.3M | 0.96% | −5,621−0.3% | Reduced |
| Voya Investment Management LLC | 1,717,951 | $904.4M | 0.93% | +433,642+33.8% | Added |
| First Manhattan Co | 1,725,729 | $904.3M | 3.14% | −44,778−2.5% | Reduced |
| Stifel Financial Corp | 1,711,772 | $901.3M | 1.13% | −5,709−0.3% | Reduced |
| Ensign Peak Advisors, Inc | 1,686,644 | $888.0M | 1.76% | −343,936−16.9% | Reduced |
| Macquarie Group Ltd | 1,672,466 | $880.5M | 1.02% | +22,713+1.4% | Added |
| Arrowstreet Capital, Limited Partnership | 1,661,458 | $874.7M | 0.92% | +126,196+8.2% | Added |
| Sustainable Growth Advisers, LP | 1,650,968 | $869.2M | 3.96% | +7,862+0.5% | Added |
| Principal Financial Group Inc | 1,623,579 | $854.8M | 0.54% | +42,079+2.7% | Added |
| Neuberger Berman Group LLC | 1,615,001 | $850.2M | 0.74% | +438,647+37.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,589,231 | $836.7M | 3.69% | +54,511+3.6% | Added |
| Vontobel Asset Management Inc | 1,495,906 | $830.3M | 4.93% | +3,111+0.2% | Added |
| Allianz Asset Management GmbH | 1,550,498 | $816.3M | 1.51% | +156,027+11.2% | Added |
| Veritas Asset Management LLP | 1,511,493 | $795.8M | 5.73% | −255,088−14.4% | Reduced |
| California State Teachers Retirement System | 1,490,946 | $784.9M | 1.08% | +10,197+0.7% | Added |
| New York State Common Retirement Fund | 1,486,236 | $782.5M | 1.08% | −130,354−8.1% | Reduced |
| Bessemer Group Inc | 1,485,101 | $781.9M | 1.52% | +53,011+3.7% | Added |
| Royal London Asset Management Ltd | 1,474,399 | $776.2M | 2.22% | −9,443−0.6% | Reduced |
| 1832 Asset Management L.P. | 1,453,794 | $765.4M | 1.45% | −118,428−7.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,445,933 | $761.2M | 1.61% | −33,954−2.3% | Reduced |
| Citigroup Inc | 1,443,264 | $759.8M | 1.01% | +21,393+1.5% | Added |
| National Pension Service | 1,440,593 | $758.4M | 1.06% | +27,533+1.9% | Added |
| FIL Ltd | 1,428,454 | $752.0M | 0.79% | −217,709−13.2% | Reduced |
| Jensen Investment Management Inc | 1,369,190 | $720.8M | 5.46% | −31,401−2.2% | Reduced |
| Fayez Sarofim & Co | 1,366,209 | $708.0M | 2.16% | +85,204+6.7% | Added |
| Boston Partners | 1,305,146 | $686.5M | 0.91% | −88,859−6.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,243,100 | $654.5M | 0.51% | −4160.0% | Reduced |
| Farallon Capital Management, L.L.C. | 1,202,600 | $633.1M | 3.96% | −144,100−10.7% | Reduced |
| WCM Investment Management, LLC | 1,204,167 | $632.1M | 1.75% | +5,713+0.5% | Added |
| Longview Partners (Guernsey) LTD | 1,191,608 | $627.3M | 4.19% | −96,730−7.5% | Reduced |
| Orbis Allan Gray Ltd | 1,185,444 | $624.1M | 3.92% | +265,351+28.8% | Added |
| Russell Investments Group, Ltd. | 1,152,897 | $606.9M | 1.08% | −18,510−1.6% | Reduced |
| Standard Life Aberdeen plc | 1,150,585 | $605.7M | 1.31% | +9,989+0.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,109,971 | $601.5M | 1.06% | +62,354+6.0% | Added |
| Great West Life Assurance Co | 1,119,988 | $587.3M | 1.29% | −15,270−1.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,143,137 | $585.9M | 2.61% | +48,107+4.4% | Added |
| CI Private Wealth, LLC | 1,092,964 | $575.4M | 1.06% | +174,154+19.0% | Added |