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, 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 | 3,395 | $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, 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 |
|---|---|---|---|---|---|
| US Bancorp | 1,092,682 | $575.3M | 0.85% | −20,089−1.8% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 1,069,419 | $563.0M | 9.00% | −26,040−2.4% | Reduced |
| Prudential Financial Inc | 1,057,988 | $561.4M | 0.85% | −144,270−12.0% | Reduced |
| Aviva PLC | 1,010,894 | $532.2M | 1.91% | +52,157+5.4% | Added |
| Ci Investments Inc. | 1,010,542 | $532.0M | 2.75% | −2,894−0.3% | Reduced |
| State Board of Administration of Florida Retirement System | 977,241 | $514.5M | 1.07% | +23,562+2.5% | Added |
| Guardcap Asset Management Ltd | 974,951 | $513.3M | 6.61% | +6,022+0.6% | Added |
| New York State Teachers Retirement System | 951,055 | $500.7M | 1.12% | −31,083−3.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 949,886 | $500.1M | 1.21% | +49,887+5.5% | Added |
| Pictet Asset Management Holding SA | 926,544 | $487.8M | 0.54% | −30,742−3.2% | Reduced |
| StonePine Asset Management Inc. | 925,454 | $487.2M | 5.23% | +171,764+22.8% | Added |
| Epoch Investment Partners, Inc. | 911,314 | $479.8M | 2.18% | +366,728+67.3% | Added |
| APG Asset Management N.V. | 1,000,629 | $476.9M | 0.93% | −1,402−0.1% | Reduced |
| Capital Wealth Planning, LLC | 905,171 | $476.5M | 5.46% | −12,118−1.3% | Reduced |
| DekaBank Deutsche Girozentrale | 894,334 | $469.8M | 0.96% | −200,584−18.3% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 891,167 | $469.2M | 4.06% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 839,401 | $441.9M | 1.55% | −58,940−6.6% | Reduced |
| Handelsbanken Fonder AB | 838,156 | $441.3M | 2.14% | +9,936+1.2% | Added |
| Adage Capital Partners GP, L.L.C. | 832,514 | $438.3M | 0.91% | −93,352−10.1% | Reduced |
| Victory Capital Management Inc | 828,664 | $436.3M | 0.46% | −29,749−3.5% | Reduced |
| Public Employees Retirement Association of Colorado | 825,311 | $434.5M | 2.01% | +2,798+0.3% | Added |
| Allen Investment Management LLC | 817,106 | $430.2M | 5.75% | −4,518−0.5% | Reduced |
| Mairs & Power Inc | 811,055 | $427.0M | 4.50% | +2,268+0.3% | Added |
| Winslow Capital Management, LLC | 809,154 | $426.0M | 1.77% | +232,469+40.3% | Added |
| William Blair Investment Management, LLC | 804,782 | $423.7M | 1.23% | −91,035−10.2% | Reduced |
| LPL Financial LLC | 803,011 | $422.8M | 0.26% | +60,430+8.1% | Added |
| Korea Investment CORP | 794,806 | $418.4M | 1.10% | −25,038−3.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 789,134 | $415.5M | 0.68% | +29,345+3.9% | Added |
| Qube Research & Technologies Ltd | 765,973 | $403.3M | 0.91% | +629,656+461.9% | Added |
| AXA S.A. | 764,599 | $402.5M | 1.30% | −44,972−5.6% | Reduced |
| KBC Group NV | 723,816 | $381.1M | 1.35% | −58,095−7.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 708,903 | $373.2M | 1.34% | −4,739−0.7% | Reduced |
| Mackenzie Financial Corp | 701,165 | $369.1M | 0.56% | +56,694+8.8% | Added |
| Magellan Asset Management Ltd | 698,706 | $367.8M | 3.66% | −85,414−10.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 696,656 | $366.8M | 1.02% | −260,805−27.2% | Reduced |
| SEI Investments Co | 686,687 | $361.5M | 0.58% | +25,067+3.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 673,345 | $354.5M | 0.83% | −36,380−5.1% | Reduced |
| Los Angeles Capital Management LLC | 671,765 | $353.7M | 1.32% | +28,792+4.5% | Added |
| Natixis Advisors, L.P. | 664,310 | $349.7M | 0.92% | +50,021+8.1% | Added |
| Lord, Abbett & Co. LLC | 662,242 | $348.6M | 1.22% | −45,032−6.4% | Reduced |
| Jarislowsky, Fraser Ltd | 653,209 | $343.9M | 2.02% | −8,698−1.3% | Reduced |
| HighTower Advisors, LLC | 646,997 | $340.8M | 0.57% | +14,416+2.3% | Added |
| Truist Financial Corp | 641,298 | $337.6M | 0.54% | −86,525−11.9% | Reduced |
| BNP Paribas Arbitrage, SA | 633,247 | $333.4M | 0.61% | +89,243+16.4% | Added |
| Menora Mivtachim Holdings Ltd. | 632,416 | $332.9M | 2.80% | +68,455+12.1% | Added |
| STRS Ohio | 622,225 | $327.6M | 1.36% | −12,498−2.0% | Reduced |
| Toronto Dominion Bank | 616,572 | $324.6M | 0.47% | −68,287−10.0% | Reduced |
| National Bank of Canada | 599,849 | $323.5M | 0.59% | −214,896−26.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 589,676 | $310.4M | 1.80% | +17,374+3.0% | Added |
| Provident Trust Co | 588,041 | $309.6M | 6.35% | −4,344−0.7% | Reduced |
| Loomis Sayles & Co L P | 586,771 | $308.9M | 0.47% | −3,599−0.6% | Reduced |
| Bank of Nova Scotia | 579,571 | $305.1M | 0.57% | +128,578+28.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 559,103 | $294.4M | 1.13% | −34,242−5.8% | Reduced |
| Fiduciary Management Inc | 547,400 | $288.2M | 2.70% | −41,377−7.0% | Reduced |
| ABN AMRO Bank N.V. | 535,670 | $283.4M | 4.66% | −13,024−2.4% | Reduced |
| First Trust Advisors LP | 536,043 | $282.2M | 0.31% | +95,663+21.7% | Added |
| Storebrand Asset Management AS | 533,465 | $280.9M | 1.02% | +30,946+6.2% | Added |
| Nomura Asset Management Co Ltd | 530,417 | $279.2M | 1.15% | −33,650−6.0% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 530,384 | $279.2M | 1.17% | −106,582−16.7% | Reduced |
| Fort Washington Investment Advisors Inc | 530,178 | $279.1M | 1.93% | −2,544−0.5% | Reduced |
| State of New Jersey Common Pension Fund D | 528,393 | $278.2M | 0.93% | −2,853−0.5% | Reduced |
| Susquehanna International Group, LLP | 521,674 | $274.6M | 0.47% | +30,742+6.3% | Added |
| Allspring Global Investments Holdings, LLC | 521,622 | $274.6M | 0.46% | +35,027+7.2% | Added |
| Thrivent Financial for Lutherans | 515,046 | $271.2M | 0.59% | −52,455−9.2% | Reduced |
| Harding Loevner LP | 515,117 | $271.0M | 1.52% | −9,085−1.7% | Reduced |
| AustralianSuper Pty Ltd | 514,148 | $270.7M | 1.63% | −39,405−7.1% | Reduced |
| State of Wisconsin Investment Board | 512,878 | $270.0M | 0.76% | +8,292+1.6% | Added |
| Fifth Third Bancorp | 508,385 | $267.6M | 1.14% | −5,000−1.0% | Reduced |
| British Columbia Investment Management Corp | 508,248 | $267.6M | 2.19% | −33,397−6.2% | Reduced |
| Asset Management One Co.,Ltd. | 496,705 | $260.7M | 1.05% | +17,127+3.6% | Added |
| Public Employees Retirement System of Ohio | 494,019 | $260.1M | 1.04% | +722+0.1% | Added |
| Veritas Investment Partners (UK) Ltd. | 493,147 | $259.8M | 5.60% | +76,836+18.5% | Added |
| Mariner, LLC | 483,912 | $254.8M | 0.60% | +15,615+3.3% | Added |
| Baird Financial Group, Inc. | 476,586 | $250.9M | 0.57% | +197,834+71.0% | Added |
| Haverford Trust Co | 475,041 | $250.1M | 2.77% | −940.0% | Reduced |
| Cincinnati Financial Corp | 468,822 | $246.8M | 5.43% | 00.0% | Unchanged |
| Natixis | 462,443 | $243.5M | 1.84% | +82,755+21.8% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 460,782 | $242.6M | 0.89% | −1,397,162−75.2% | Reduced |
| Retirement Systems of Alabama | 458,403 | $241.3M | 1.02% | +6,156+1.4% | Added |
| USS Investment Management Ltd | 453,686 | $239.0M | 2.15% | +260,321+134.6% | Added |
| M&G Investment Management Ltd | 441,984 | $232.5M | 1.40% | +25,608+6.2% | Added |
| Two Sigma Investments, LP | 441,355 | $232.4M | 0.56% | +321,146+267.2% | Added |
| Candriam Luxembourg S.C.A. | 440,548 | $231.9M | 1.60% | +3,851+0.9% | Added |
| Treasurer of the State of North Carolina | 439,926 | $231.6M | 1.12% | +4,093+0.9% | Added |
| Assenagon Asset Management S.A. | 435,440 | $229.2M | 0.70% | −21,698−4.7% | Reduced |
| Westfield Capital Management Co LP | 435,077 | $229.1M | 1.34% | +4,275+1.0% | Added |
| Findlay Park Partners LLP | 433,026 | $228.0M | 2.24% | +102,441+31.0% | Added |
| Unisphere Establishment | 429,000 | $225.9M | 2.34% | +429,000 | New |
| Public Sector Pension Investment Board | 420,319 | $221.3M | 1.68% | −77,709−15.6% | Reduced |
| Cerity Partners LLC | 415,703 | $218.9M | 0.73% | +77,908+23.1% | Added |
| Perpetual Ltd | 404,143 | $212.8M | 2.20% | −39,772−9.0% | Reduced |
| Focused Investors LLC | 400,350 | $210.8M | 6.82% | −2,300−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 397,840 | $209.7M | 0.37% | −93,689−19.1% | Reduced |
| AQR Capital Management LLC | 392,901 | $206.4M | 0.39% | −149,134−27.5% | Reduced |
| Scotia Capital Inc. | 390,811 | $205.7M | 1.33% | −5,157−1.3% | Reduced |
| D. E. Shaw & Co., Inc. | 387,145 | $203.8M | 0.29% | −568,198−59.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 386,337 | $203.4M | 0.59% | +24,450+6.8% | Added |
| Calamos Advisors LLC | 381,601 | $200.9M | 1.03% | −9,048−2.3% | Reduced |
| Blair William & Co | 379,302 | $199.7M | 0.68% | +9,146+2.5% | Added |
| State of Tennessee, Treasury Department | 375,440 | $197.7M | 0.77% | −10,472−2.7% | Reduced |