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
- 3,421
- +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
- 1,421 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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 94,148 | $49.6M | 0.21% | −2,506−2.6% | Reduced |
| MBB Public Markets I LLC | 94,008 | $49.5M | 3.05% | −33,822−26.5% | Reduced |
| Brinker Capital Investments, LLC | 91,725 | $49.2M | 0.57% | +462+0.5% | Added |
| Orion Portfolio Solutions, LLC | 91,725 | $49.2M | 0.57% | +462+0.5% | Added |
| First Long Island Investors, LLC | 93,374 | $49.2M | 4.37% | −1,010−1.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 93,374 | $49.2M | 0.58% | −6,938−6.9% | Reduced |
| AMF Pensionsforsakring AB | 92,476 | $48.7M | 0.42% | +92,476 | New |
| Alta Capital Management LLC | 91,695 | $48.3M | 3.12% | −1,323−1.4% | Reduced |
| United Capital Financial Advisers, LLC | 91,565 | $48.2M | 0.40% | −21,734−19.2% | Reduced |
| Hantz Financial Services, Inc. | 91,376 | $48.1M | 1.05% | −4,098−4.3% | Reduced |
| Adams Diversified Equity Fund, Inc. | 90,600 | $47.7M | 1.88% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 90,225 | $47.5M | 2.16% | −465−0.5% | Reduced |
| Northwest & Ethical Investments L.P. | 88,335 | $46.5M | 1.43% | −4,278−4.6% | Reduced |
| Provident Investment Management, Inc. | 87,952 | $46.3M | 4.37% | −507−0.6% | Reduced |
| Whittier Trust Co | 87,919 | $46.3M | 0.75% | +1,259+1.5% | Added |
| Davis R M Inc | 86,839 | $45.7M | 1.05% | −3,269−3.6% | Reduced |
| Bowie Capital Management, LLC | 86,659 | $45.6M | 5.16% | −2,646−3.0% | Reduced |
| NS Partners Ltd | 85,593 | $45.1M | 2.19% | −140.0% | Reduced |
| Petrus Trust Company, LTA | 84,965 | $44.7M | 4.24% | −849−1.0% | Reduced |
| Cambridge Trust Co | 84,503 | $44.5M | 1.85% | +187+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 84,394 | $44.4M | 3.03% | −1,664−1.9% | Reduced |
| Gradient Investments LLC | 84,278 | $44.4M | 1.07% | +5,023+6.3% | Added |
| O'Shaughnessy Asset Management, LLC | 84,182 | $44.3M | 0.59% | +1,798+2.2% | Added |
| Silvant Capital Management LLC | 84,119 | $44.3M | 2.38% | +922+1.1% | Added |
| Atria Investments LLC | 83,968 | $44.2M | 0.68% | +697+0.8% | Added |
| Assetmark, Inc | 83,169 | $43.8M | 0.16% | +6,394+8.3% | Added |
| Aureus Asset Management, LLC | 83,046 | $43.7M | 3.20% | +80+0.1% | Added |
| Sit Investment Associates Inc | 82,967 | $43.7M | 1.07% | −3,389−3.9% | Reduced |
| Guggenheim Capital LLC | 82,930 | $43.7M | 0.33% | +3,331+4.2% | Added |
| Advisors Capital Management, LLC | 82,424 | $43.4M | 0.88% | +783+1.0% | Added |
| Elo Mutual Pension Insurance Co | 80,872 | $42.6M | 1.14% | +2,948+3.8% | Added |
| CWM, LLC | 80,469 | $42.4M | 0.23% | +7,697+10.6% | Added |
| Shell Asset Management Co | 80,150 | $42.2M | 1.95% | −19,918−19.9% | Reduced |
| Unigestion Holding SA | 79,180 | $41.7M | 2.29% | −187−0.2% | Reduced |
| Focus Financial Network Inc | 78,830 | $41.5M | 1.56% | +78,830 | New |
| Bailard, Inc. | 78,661 | $41.4M | 1.23% | +829+1.1% | Added |
| Commerzbank Aktiengesellschaft | 78,659 | $41.4M | 1.64% | +13,563+20.8% | Added |
| Tokio Marine Asset Management Co Ltd | 78,480 | $41.3M | 2.27% | +2,873+3.8% | Added |
| Stephens Inc | 78,418 | $41.3M | 0.71% | +9,370+13.6% | Added |
| Gulf International Bank (UK) Ltd | 77,590 | $40.8M | 1.15% | −8,051−9.4% | Reduced |
| Flputnam Investment Management Co | 77,342 | $40.7M | 0.96% | +3,583+4.9% | Added |
| Beacon Pointe Advisors, LLC | 76,919 | $40.5M | 0.49% | −2,438−3.1% | Reduced |
| Baillie Gifford & Co | 76,759 | $40.4M | 0.03% | −681−0.9% | Reduced |
| Wealthfront Advisers LLC | 76,447 | $40.2M | 0.15% | +9,587+14.3% | Added |
| Coronation Fund Managers Ltd. | 76,383 | $40.2M | 1.12% | −6,866−8.2% | Reduced |
| National Philanthropic Trust | 76,284 | $40.2M | 1.06% | +76,284 | New |
| Walleye Trading LLC | 75,686 | $39.8M | 0.60% | +58,816+348.6% | Added |
| JustInvest LLC | 75,602 | $39.8M | 1.02% | +5,537+7.9% | Added |
| Chilton Capital Management LLC | 75,552 | $39.8M | 2.03% | −330.0% | Reduced |
| Acadian Asset Management LLC | 75,333 | $39.7M | 0.15% | −14,005−15.7% | Reduced |
| Polaris Capital Management, LLC | 74,152 | $39.0M | 1.89% | −2,300−3.0% | Reduced |
| Kentucky Retirement Systems | 74,004 | $39.0M | 1.22% | +135+0.2% | Added |
| Private Advisor Group, LLC | 74,004 | $39.0M | 0.30% | +904+1.2% | Added |
| Manning & Napier Group, LLC | 73,830 | $38.9M | 0.46% | +38,169+107.0% | Added |
| TownSquare Capital, LLC | 73,642 | $38.8M | 0.66% | −2,610−3.4% | Reduced |
| Bokf, NA | 73,527 | $38.7M | 0.76% | −2,020−2.7% | Reduced |
| River Road Asset Management, LLC | 72,708 | $38.3M | 0.53% | −5,670−7.2% | Reduced |
| Manchester Global Management (UK) Ltd | 72,483 | $38.2M | 12.41% | 00.0% | Unchanged |
| Ethic Inc. | 72,396 | $38.1M | 1.13% | +7,645+11.8% | Added |
| Central Trust Co | 72,395 | $38.1M | 1.01% | +65+0.1% | Added |
| Maryland State Retirement & Pension System | 72,220 | $38.0M | 0.78% | +620+0.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 71,884 | $37.8M | 0.09% | +5,304+8.0% | Added |
| WestEnd Advisors, LLC | 71,223 | $37.5M | 1.03% | −1,503−2.1% | Reduced |
| Illinois Municipal Retirement Fund | 71,006 | $37.4M | 0.63% | −517−0.7% | Reduced |
| Todd Asset Management LLC | 70,607 | $37.2M | 0.82% | +3,760+5.6% | Added |
| OrbiMed Advisors LLC | 70,000 | $36.9M | 0.74% | 00.0% | Unchanged |
| Fiduciary Trust Co | 69,869 | $36.8M | 0.61% | +545+0.8% | Added |
| Rockland Trust Co | 69,637 | $36.7M | 2.01% | −235−0.3% | Reduced |
| Port Capital LLC | 69,409 | $36.5M | 2.04% | +416+0.6% | Added |
| Cumberland Partners Ltd | 71,607 | $36.5M | 3.34% | +7,263+11.3% | Added |
| Cetera Investment Advisers | 69,244 | $36.5M | 0.30% | −1,197−1.7% | Reduced |
| South Dakota Investment Council | 69,086 | $36.4M | 0.77% | −2,100−3.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 68,765 | $36.2M | 0.51% | +739+1.1% | Added |
| Millennium Management LLC | 68,590 | $36.1M | 0.03% | −41,317−37.6% | Reduced |
| Eagle Ridge Investment Management | 68,587 | $36.1M | 3.54% | −535−0.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 67,720 | $35.7M | 1.31% | +67,720 | New |
| Raymond James Trust N.A. | 67,553 | $35.6M | 0.94% | +970+1.5% | Added |
| Auxier Asset Management | 67,422 | $35.5M | 5.74% | −12,075−15.2% | Reduced |
| La Banque Postale Asset Management SA | 64,959 | $34.2M | 0.75% | −1,341−2.0% | Reduced |
| Peapack Gladstone Financial Corp | 64,293 | $33.8M | 0.57% | +250.0% | Added |
| Fulton Breakefield Broenniman LLC | 64,282 | $33.8M | 2.72% | +112+0.2% | Added |
| Heritage Investors Management Corp | 63,944 | $33.7M | 1.27% | −1,349−2.1% | Reduced |
| Farmers & Merchants Investments Inc | 63,729 | $33.6M | 1.22% | +161+0.3% | Added |
| Alpha Cubed Investments, LLC | 63,663 | $33.5M | 1.87% | +1,205+1.9% | Added |
| Varma Mutual Pension Insurance Co | 63,400 | $33.4M | 0.37% | −35,458−35.9% | Reduced |
| Douglas Lane & Associates, LLC | 63,274 | $33.3M | 0.51% | −2,516−3.8% | Reduced |
| Galvin, Gaustad & Stein, LLC | 63,016 | $33.2M | 3.10% | +596+1.0% | Added |
| Eastern Bank | 62,674 | $33.0M | 1.50% | −120−0.2% | Reduced |
| Suncoast Equity Management | 62,530 | $32.9M | 4.35% | +864+1.4% | Added |
| Sabal Trust CO | 62,417 | $32.9M | 2.02% | −2,106−3.3% | Reduced |
| Hartford Investment Management Co | 62,279 | $32.8M | 1.22% | −1,349−2.1% | Reduced |
| AltraVue Capital, LLC | 60,890 | $32.1M | 3.70% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 60,872 | $32.0M | 0.48% | +1,946+3.3% | Added |
| Associated Banc-Corp | 60,746 | $32.0M | 1.11% | −147−0.2% | Reduced |
| Pacer Advisors, Inc. | 60,659 | $31.9M | 0.09% | +1,047+1.8% | Added |
| Campbell Newman Asset Management Inc | 60,487 | $31.8M | 2.75% | +338+0.6% | Added |
| Oppenheimer & Co Inc | 60,444 | $31.8M | 0.58% | +1,736+3.0% | Added |
| Ieq Capital, LLC | 60,281 | $31.7M | 0.53% | +5,378+9.8% | Added |
| Exencial Wealth Advisors, LLC | 60,098 | $31.6M | 1.29% | +751+1.3% | Added |
| Chilton Investment Co LLC | 59,322 | $31.2M | 0.92% | −972−1.6% | Reduced |