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 |
|---|---|---|---|---|---|
| Caisse de Depot Et Placement du Quebec | 372,886 | $196.3M | 0.50% | −86,216−18.8% | Reduced |
| Waverton Investment Management Ltd | 365,008 | $192.3M | 4.67% | +15,806+4.5% | Added |
| Fred Alger Management, LLC | 363,445 | $191.3M | 1.03% | −23,658−6.1% | Reduced |
| CIBC Asset Management Inc | 361,179 | $190.1M | 0.71% | −21,350−5.6% | Reduced |
| Rockefeller Capital Management L.P. | 356,745 | $187.8M | 0.63% | +13,385+3.9% | Added |
| Coho Partners, Ltd. | 355,957 | $187.4M | 4.36% | −74,028−17.2% | Reduced |
| CapitalatWork S.A. | 342,502 | $180.3M | 6.53% | +342,502 | New |
| Evercore Wealth Management, LLC | 339,540 | $178.8M | 3.00% | −237−0.1% | Reduced |
| Ninety One UK Ltd | 334,432 | $176.1M | 0.52% | −922−0.3% | Reduced |
| Capital Group Private Client Services, Inc. | 332,240 | $174.9M | 1.81% | −6,314−1.9% | Reduced |
| Janney Montgomery Scott LLC | 329,961 | $173.7M | 0.56% | +329,961 | New |
| B. Metzler seel. Sohn & Co. AG | 322,502 | $169.8M | 2.17% | +35,459+12.4% | Added |
| Penserra Capital Management LLC | 321,425 | $169.2M | 3.18% | −6,371−1.9% | Reduced |
| Mercer Global Advisors Inc | 318,659 | $167.8M | 0.50% | +165,685+108.3% | Added |
| Mn Services Vermogensbeheer B.V. | 318,600 | $167.7M | 1.51% | −7,800−2.4% | Reduced |
| Brown Brothers Harriman & Co | 313,937 | $165.3M | 1.37% | +259,147+473.0% | Added |
| State of Michigan Retirement System | 312,219 | $164.4M | 0.98% | −24,200−7.2% | Reduced |
| Commonwealth Equity Services, LLC | 311,911 | $164.2M | 0.30% | +2,880+0.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 311,532 | $164.0M | 2.15% | −6,234−2.0% | Reduced |
| Great Lakes Advisors, LLC | 307,183 | $161.7M | 1.54% | −54,037−15.0% | Reduced |
| Boston Trust Walden Corp | 304,879 | $160.5M | 1.21% | +490+0.2% | Added |
| Consulta Ltd | 300,000 | $157.9M | 10.40% | −75,000−20.0% | Reduced |
| Comerica Bank | 297,035 | $156.4M | 0.72% | +1,402+0.5% | Added |
| Massachusetts Financial Services Co | 290,706 | $153.0M | 0.05% | −7,853−2.6% | Reduced |
| Nisa Investment Advisors, LLC | 287,797 | $151.5M | 1.07% | +2,461+0.9% | Added |
| Captrust Financial Advisors | 286,410 | $150.8M | 0.52% | −8,428−2.9% | Reduced |
| Crake Asset Management LLP | 284,912 | $150.0M | 14.30% | +284,912 | New |
| Route One Investment Company, L.P. | 283,400 | $149.2M | 5.48% | 00.0% | Unchanged |
| DnB Asset Management AS | 283,380 | $149.2M | 0.77% | +9,138+3.3% | Added |
| Teachers Retirement System of the State of Kentucky | 282,390 | $148.7M | 1.39% | −14,956−5.0% | Reduced |
| Panagora Asset Management Inc | 281,124 | $148.0M | 0.83% | +103,762+58.5% | Added |
| Bahl & Gaynor Inc | 280,707 | $147.8M | 0.89% | −3,429−1.2% | Reduced |
| Axiom Investors LLC | 269,602 | $141.9M | 1.39% | +16,201+6.4% | Added |
| ProShare Advisors LLC | 268,369 | $141.3M | 0.43% | −13,164−4.7% | Reduced |
| Banque Pictet & Cie SA | 264,151 | $139.1M | 1.58% | −36,578−12.2% | Reduced |
| Railway Pension Investments Ltd | 263,020 | $138.5M | 1.43% | −46,700−15.1% | Reduced |
| Degroof Petercam Asset Management | 261,940 | $137.9M | 1.81% | +261,940 | New |
| CCLA Investment Management Ltd | 262,117 | $137.7M | 2.26% | +2,402+0.9% | Added |
| Johnson Investment Counsel Inc | 260,934 | $137.4M | 1.61% | +3,602+1.4% | Added |
| Arizona State Retirement System | 260,610 | $137.2M | 1.04% | −2,921−1.1% | Reduced |
| Eagle Asset Management Inc | 258,771 | $136.2M | 0.73% | −33,747−11.5% | Reduced |
| Teacher Retirement System of Texas | 258,241 | $136.0M | 0.93% | −25,641−9.0% | Reduced |
| Sculptor Capital LP | 257,536 | $135.6M | 3.41% | 00.0% | Unchanged |
| MetLife Investment Management | 256,849 | $135.2M | 0.97% | −4,920−1.9% | Reduced |
| Marshall Wace, LLP | 248,158 | $130.6M | 0.25% | −14,129−5.4% | Reduced |
| Gateway Investment Advisers LLC | 248,007 | $130.6M | 1.52% | −14,296−5.5% | Reduced |
| Cresset Asset Management, LLC | 247,466 | $130.3M | 0.79% | +3,244+1.3% | Added |
| TCW Group Inc | 247,224 | $130.1M | 1.45% | −3,192−1.3% | Reduced |
| Davenport & Co LLC | 243,790 | $128.2M | 0.89% | −299−0.1% | Reduced |
| iA Global Asset Management Inc. | 242,448 | $127.6M | 2.95% | +29,689+14.0% | Added |
| JPB Foundation | 241,755 | $127.3M | 13.64% | +241,755 | New |
| Man Group plc | 239,357 | $126.0M | 0.36% | – | – |
| American International Group, Inc. | 239,137 | $125.9M | 0.52% | −4,811−2.0% | Reduced |
| Huntington National Bank | 238,615 | $125.6M | 1.14% | +2,726+1.2% | Added |
| Nissay Asset Management Corp | 238,169 | $125.4M | 1.01% | −35,502−13.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 237,797 | $125.2M | 3.66% | +183,636+339.1% | Added |
| Congress Asset Management Co | 237,625 | $125.1M | 0.98% | −29,813−11.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 236,430 | $124.5M | 0.14% | +10,102+4.5% | Added |
| Forsta Ap-Fonden | 235,400 | $123.9M | 1.25% | −7,600−3.1% | Reduced |
| Glenmede Trust Co NA | 233,737 | $123.1M | 0.64% | +4,113+1.8% | Added |
| Two Sigma Advisers, LP | 233,400 | $122.9M | 0.29% | −40,100−14.7% | Reduced |
| Tredje AP-fonden | 230,605 | $121.4M | 1.52% | +7,080+3.2% | Added |
| Rock Springs Capital Management LP | 230,000 | $121.1M | 2.99% | 00.0% | Unchanged |
| Amalgamated Bank | 228,610 | $120.4M | 0.96% | −12,468−5.2% | Reduced |
| Milestone Resources Group Ltd | 225,973 | $119.0M | 4.89% | 00.0% | Unchanged |
| Factory Mutual Insurance Co | 224,900 | $118.4M | 1.47% | 00.0% | Unchanged |
| Intech Investment Management LLC | 224,853 | $118.4M | 1.72% | −15,470−6.4% | Reduced |
| Pinnacle Financial Partners Inc | 224,475 | $118.2M | 2.81% | −6,318−2.7% | Reduced |
| Empower Advisory Group, LLC | 223,468 | $117.6M | 0.46% | +1,866+0.8% | Added |
| Regions Financial Corp | 221,499 | $116.6M | 0.96% | −1,037−0.5% | Reduced |
| Vontobel Holding Ltd. | 220,833 | $116.3M | 0.97% | −43,152−16.3% | Reduced |
| Morningstar Investment Services LLC | 221,350 | $116.2M | 0.65% | +108,224+95.7% | Added |
| Cincinnati Insurance Co | 220,081 | $115.9M | 2.08% | 00.0% | Unchanged |
| APG Asset Management US Inc. | 217,199 | $114.3M | 0.70% | +217,199 | New |
| Zurich Insurance Group Ltd | 216,686 | $114.1M | 1.16% | +2,070+1.0% | Added |
| CIBC World Markets Corp | 214,280 | $112.8M | 0.62% | +70,326+48.9% | Added |
| Clark Capital Management Group, Inc. | 212,232 | $111.7M | 0.91% | +3,690+1.8% | Added |
| Westwood Holdings Group Inc. | 209,156 | $110.1M | 0.93% | −2,963−1.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 208,971 | $110.0M | 2.46% | +245+0.1% | Added |
| Agf Management Ltd | 206,980 | $109.0M | 0.64% | −1,742−0.8% | Reduced |
| Jane Street Group, LLC | 205,692 | $108.3M | 0.13% | −32,264−13.6% | Reduced |
| M&T Bank Corp | 205,089 | $108.0M | 0.40% | −10,398−4.8% | Reduced |
| Keybank National Association | 203,069 | $106.9M | 0.47% | −4,795−2.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 202,547 | $106.6M | 0.77% | +16,297+8.8% | Added |
| Pictet & Cie (Europe) SA | 202,440 | $106.6M | 3.16% | +2,774+1.4% | Added |
| Xponance, Inc. | 201,906 | $106.3M | 1.27% | +8,226+4.2% | Added |
| Squarepoint Ops LLC | 200,091 | $105.3M | 0.43% | −202,376−50.3% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 200,000 | $105.3M | 1.86% | 00.0% | Unchanged |
| Creative Planning | 198,173 | $104.3M | 0.19% | +11,424+6.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 198,043 | $104.3M | 1.30% | −11,842−5.6% | Reduced |
| Swiss Life Asset Management Ltd | 197,862 | $104.2M | 1.25% | +28,976+17.2% | Added |
| Argent Capital Management LLC | 197,545 | $104.0M | 3.40% | −3,640−1.8% | Reduced |
| Employees Retirement System of Texas | 194,367 | $102.3M | 1.20% | +194,367 | New |
| Erste Asset Management GmbH | 194,314 | $102.0M | 1.49% | +7,888+4.2% | Added |
| James Hambro & Partners | 192,726 | $101.5M | 5.40% | +9,823+5.4% | Added |
| Texas Permanent School Fund | 190,968 | $100.5M | 0.87% | −429−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 190,484 | $100.3M | 0.20% | −7,943−4.0% | Reduced |
| Groupama Asset Managment | 189,728 | $99.9M | 2.60% | +189,728 | New |
| IFM Investors Pty Ltd | 189,641 | $99.8M | 1.22% | −1,194−0.6% | Reduced |
| Mondrian Investment Partners LTD | 188,420 | $99.2M | 1.57% | +188,420 | New |