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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 161,648 | $98.4M | 0.92% | +6,405+4.1% | Added |
| Actiam N.V. | 192,969 | $98.4M | 4.08% | +192,969 | New |
| CIBC World Markets Inc. | 186,023 | $97.9M | 0.28% | +5,891+3.3% | Added |
| Daiwa Securities Group Inc. | 182,923 | $96.5M | 0.60% | +8,959+5.1% | Added |
| Sapient Capital LLC | 182,022 | $95.8M | 2.47% | +182,022 | New |
| Bristol John W & Co Inc | 180,825 | $95.2M | 1.75% | −8,992−4.7% | Reduced |
| QRG Capital Management, Inc. | 173,043 | $91.1M | 1.35% | −6,375−3.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 169,038 | $89.0M | 1.89% | −7,402−4.2% | Reduced |
| MML Investors Services, LLC | 168,306 | $88.6M | 0.41% | +23,907+16.6% | Added |
| Bartlett & Co. Wealth Management LLC | 165,132 | $86.7M | 1.41% | +779+0.5% | Added |
| Bartlett & Co. LLC | 165,132 | $86.7M | 1.41% | +779+0.5% | Added |
| Riverbridge Partners LLC | 163,754 | $86.2M | 1.08% | −4,459−2.7% | Reduced |
| Canoe Financial LP | 163,139 | $85.9M | 1.69% | −6,281−3.7% | Reduced |
| Czech National Bank | 162,022 | $85.3M | 1.22% | +123+0.1% | Added |
| Utah Retirement Systems | 161,305 | $84.9M | 1.08% | +950+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 158,531 | $83.5M | 0.78% | −4,995−3.1% | Reduced |
| LGT Capital Partners Ltd. | 158,115 | $83.2M | 2.48% | −90,386−36.4% | Reduced |
| Renaissance Technologies LLC | 155,826 | $82.0M | 0.13% | +155,826 | New |
| HM Payson & Co | 154,131 | $81.1M | 1.68% | +1,419+0.9% | Added |
| Sands Capital Management, LLC | 153,973 | $81.1M | 0.25% | +8,841+6.1% | Added |
| Rathbone Brothers plc | 152,807 | $80.4M | 0.52% | +5,061+3.4% | Added |
| Pinebridge Investments, L.P. | 151,321 | $79.7M | 0.74% | −126,353−45.5% | Reduced |
| Atalanta Sosnoff Capital, LLC | 151,052 | $79.5M | 2.05% | +31,229+26.1% | Added |
| Bradley Foster & Sargent Inc | 149,535 | $78.7M | 1.53% | +10,212+7.3% | Added |
| AE Wealth Management LLC | 154,430 | $77.7M | 0.40% | +7,650+5.2% | Added |
| Ferguson Wellman Capital Management, Inc | 147,600 | $77.7M | 1.74% | +2,908+2.0% | Added |
| Connectus Wealth, LLC | 147,369 | $77.6M | 1.59% | −875−0.6% | Reduced |
| Federated Hermes, Inc. | 146,118 | $76.9M | 0.19% | −4,750−3.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 146,022 | $76.9M | 1.39% | −21,283−12.7% | Reduced |
| New York Life Investment Management LLC | 145,438 | $76.6M | 0.78% | −4,406−2.9% | Reduced |
| Financial Counselors Inc | 144,958 | $76.3M | 1.36% | +2,400+1.7% | Added |
| Bristol Gate Capital Partners Inc. | 144,542 | $76.1M | 3.80% | −4,718−3.2% | Reduced |
| Van Eck Associates Corp | 143,228 | $75.4M | 0.14% | +9,159+6.8% | Added |
| Tower Research Capital LLC (TRC) | 142,228 | $74.9M | 0.92% | +111,659+365.3% | Added |
| Capital International Inc | 142,078 | $74.8M | 1.17% | +44,895+46.2% | Added |
| Cetera Advisor Networks LLC | 141,534 | $74.5M | 0.41% | +5,495+4.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 140,084 | $73.8M | 0.34% | −105,242−42.9% | Reduced |
| Border to Coast Pensions Partnership Ltd | 140,055 | $73.7M | 1.80% | +2,900+2.1% | Added |
| Steward Partners Investment Advisory, LLC | 140,005 | $73.7M | 1.00% | +5,141+3.8% | Added |
| Vaughan David Investments LLC | 139,492 | $73.4M | 2.01% | −1,624−1.2% | Reduced |
| Bellevue Group AG | 138,152 | $72.7M | 1.11% | −120,053−46.5% | Reduced |
| Holocene Advisors, LP | 137,795 | $72.5M | 0.28% | −109,333−44.2% | Reduced |
| Pathstone Holdings, LLC | 133,498 | $70.8M | 0.38% | +133,498 | New |
| Umb Bank N A | 130,529 | $68.7M | 1.00% | −9,415−6.7% | Reduced |
| Mutual of America Capital Management LLC | 129,784 | $68.3M | 0.79% | −6,277−4.6% | Reduced |
| Tiaa Trust, National Association | 128,254 | $67.5M | 0.23% | +4,760+3.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 128,109 | $67.4M | 1.40% | +17,108+15.4% | Added |
| Gabelli Funds LLC | 127,715 | $67.2M | 0.52% | +6,595+5.4% | Added |
| MAI Capital Management | 127,426 | $67.1M | 0.89% | +6,639+5.5% | Added |
| Harvest Portfolios Group Inc. | 126,722 | $66.7M | 2.83% | −15,865−11.1% | Reduced |
| Citadel Advisors LLC | 126,485 | $66.6M | 0.07% | +97,284+333.2% | Added |
| Cornerstone Investment Partners, LLC | 125,899 | $66.3M | 3.73% | −2,059−1.6% | Reduced |
| Locust Wood Capital Advisers, LLC | 125,355 | $66.0M | 2.80% | −91,983−42.3% | Reduced |
| UniSuper Management Pty Ltd | 124,565 | $65.6M | 0.73% | −7,153−5.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 122,659 | $64.6M | 0.28% | −8,674−6.6% | Reduced |
| Zacks Investment Management | 121,585 | $64.0M | 0.79% | −536−0.4% | Reduced |
| GW&K Investment Management, LLC | 121,401 | $63.9M | 0.60% | −4,039−3.2% | Reduced |
| Colony Group, LLC | 121,193 | $63.8M | 0.84% | +121,193 | New |
| Commerce Bank | 121,163 | $63.8M | 0.45% | −1,249−1.0% | Reduced |
| Ofi Invest Asset Management | 133,365 | $63.6M | 2.14% | −1,896−1.4% | Reduced |
| Nicholas Company, Inc. | 118,270 | $62.3M | 1.10% | 00.0% | Unchanged |
| Ossiam | 118,204 | $62.2M | 1.00% | +100,837+580.6% | Added |
| Lido Advisors, LLC | 117,535 | $61.9M | 0.62% | +12,391+11.8% | Added |
| United Services Automobile Association | 116,900 | $61.5M | 1.36% | +2,271+2.0% | Added |
| Nippon Life Global Investors Americas, Inc. | 116,050 | $61.1M | 3.40% | +1,160+1.0% | Added |
| Munro Partners | 114,178 | $60.1M | 2.77% | +28,940+34.0% | Added |
| Yousif Capital Management, LLC | 113,469 | $59.7M | 0.70% | −5,736−4.8% | Reduced |
| GWM Advisors LLC | 113,844 | $59.5M | 0.56% | +13,287+13.2% | Added |
| Abn Amro Investment Solutions | 112,734 | $59.4M | 1.04% | −74−0.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 111,028 | $58.5M | 0.21% | +68,100+158.6% | Added |
| State of Alaska, Department of Revenue | 110,431 | $58.1M | 0.69% | −10,195−8.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 109,601 | $57.7M | 0.91% | −1,604−1.4% | Reduced |
| Vident Advisory, LLC | 108,829 | $57.3M | 1.44% | +7,241+7.1% | Added |
| Bridges Investment Management Inc | 108,509 | $57.1M | 1.89% | −663−0.6% | Reduced |
| Davis Selected Advisers | 108,331 | $57.0M | 0.32% | −5,353−4.7% | Reduced |
| Ancora Advisors, LLC | 108,223 | $57.0M | 1.35% | −189−0.2% | Reduced |
| Martingale Asset Management L P | 108,104 | $56.9M | 1.16% | −8,538−7.3% | Reduced |
| Capital Advisors Inc | 107,495 | $56.6M | 1.27% | +3,438+3.3% | Added |
| Vantage Investment Partners, LLC | 106,934 | $56.3M | 5.61% | +22,610+26.8% | Added |
| Quintet Private Bank (Europe) S.A. | 106,295 | $56.0M | 3.49% | +7,183+7.2% | Added |
| Vulcan Value Partners, LLC | 105,244 | $55.5M | 0.81% | −18,437−14.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 105,176 | $55.4M | 2.10% | −684−0.6% | Reduced |
| Cercano Management LLC | 104,185 | $54.9M | 1.81% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 103,909 | $54.7M | 2.45% | +10,390+11.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 103,800 | $54.6M | 0.74% | +500+0.5% | Added |
| Credential Qtrade Securities Inc. | 103,622 | $54.6M | 3.25% | +1,152+1.1% | Added |
| Oppenheimer Asset Management Inc. | 103,488 | $54.5M | 0.76% | +710+0.7% | Added |
| E. Ohman J:or Asset Management AB | 103,090 | $54.3M | 1.99% | −24,876−19.4% | Reduced |
| Oregon Public Employees Retirement Fund | 102,386 | $53.9M | 0.95% | −17,213−14.4% | Reduced |
| SP Asset Management LLC | 101,947 | $53.7M | 5.50% | +844+0.8% | Added |
| Woodley Farra Manion Portfolio Management Inc | 100,571 | $52.9M | 3.16% | +1,648+1.7% | Added |
| Alyeska Investment Group, L.P. | 100,000 | $52.6M | 0.35% | +100,000 | New |
| Hardman Johnston Global Advisors LLC | 99,549 | $52.4M | 1.68% | +5,497+5.8% | Added |
| Achmea Investment Management B.V. | 98,438 | $51.8M | 1.07% | −18,107−15.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 98,078 | $51.6M | 0.21% | +16,074+19.6% | Added |
| Smith Chas P & Associates Pa Cpas | 97,679 | $51.4M | 3.39% | +1,177+1.2% | Added |
| Gunn & Co Investment Management, Inc. | 97,679 | $51.4M | 3.39% | +90,883+1,337.3% | Added |
| King Luther Capital Management Corp | 97,313 | $51.2M | 0.25% | +57,170+142.4% | Added |
| Kestra Advisory Services, LLC | 95,236 | $50.1M | 0.41% | −1,434−1.5% | Reduced |
| Heritage Wealth Advisors | 94,155 | $49.6M | 2.46% | −5,351−5.4% | Reduced |