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 |
|---|---|---|---|---|---|
| Quantitative Investment Management, LLC | 59,092 | $31.1M | 1.79% | +59,092 | New |
| Maple Capital Management, Inc. | 59,086 | $31.1M | 3.11% | +1,437+2.5% | Added |
| Community Trust & Investment Co | 58,807 | $31.0M | 2.37% | −244−0.4% | Reduced |
| Park West Asset Management LLC | 58,700 | $30.9M | 3.03% | +7,600+14.9% | Added |
| Stock Yards Bank & Trust Co | 58,631 | $30.9M | 1.10% | +3,518+6.4% | Added |
| Securian Asset Management, Inc | 58,566 | $30.8M | 0.87% | −7,908−11.9% | Reduced |
| Renaissance Group LLC | 58,565 | $30.8M | 1.28% | −965−1.6% | Reduced |
| Avidity Partners Management LP | 58,500 | $30.8M | 1.18% | −53,700−47.9% | Reduced |
| Chesley Taft & Associates LLC | 58,464 | $30.8M | 1.73% | −236−0.4% | Reduced |
| Worldquant Millennium Advisors LLC | 58,338 | $30.7M | 0.43% | −48,843−45.6% | Reduced |
| Prudential PLC | 58,001 | $30.5M | 0.33% | +4,062+7.5% | Added |
| Systematic Alpha Investments, LLC | 57,323 | $30.2M | 1.35% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 56,839 | $29.9M | 0.58% | −159,263−73.7% | Reduced |
| Ironvine Capital Partners, LLC | 56,790 | $29.9M | 3.59% | −3,869−6.4% | Reduced |
| Act Two Investors LLC | 56,768 | $29.9M | 6.46% | +2,609+4.8% | Added |
| Congress Wealth Management LLC | 56,500 | $29.7M | 0.55% | +1,982+3.6% | Added |
| Vestcor Inc | 56,491 | $29.7M | 1.01% | +2,343+4.3% | Added |
| Louisiana State Employees Retirement System | 55,900 | $29.4M | 0.61% | −1,500−2.6% | Reduced |
| Generate Investment Management Ltd | 55,725 | $29.3M | 2.54% | +55,725 | New |
| Guardian Capital LP | 55,538 | $29.2M | 1.05% | −783−1.4% | Reduced |
| Synovus Financial Corp | 55,004 | $29.0M | 0.41% | −9,963−15.3% | Reduced |
| RBF Capital, LLC | 55,000 | $29.0M | 1.81% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 54,896 | $28.9M | 0.88% | −5,283−8.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 54,645 | $28.8M | 0.78% | +5,110+10.3% | Added |
| Rhenman & Partners Asset Management AB | 54,000 | $28.4M | 2.84% | +8,000+17.4% | Added |
| Group One Trading, L.P. | 53,597 | $28.2M | 0.89% | +33,935+172.6% | Added |
| Old National Bancorp | 53,191 | $28.0M | 0.74% | +473+0.9% | Added |
| D'Orazio & Associates, Inc. | 52,670 | $27.7M | 4.97% | +412+0.8% | Added |
| Palisade Asset Management, LLC | 52,429 | $27.6M | 3.03% | +170.0% | Added |
| Banco Santander, S.A. | 52,326 | $27.5M | 0.33% | −28,091−34.9% | Reduced |
| Jefferies Financial Group Inc. | 52,147 | $27.5M | 0.43% | +23,701+83.3% | Added |
| Aristotle Atlantic Partners, LLC | 52,021 | $27.4M | 0.96% | −19,835−27.6% | Reduced |
| Guyasuta Investment Advisors Inc | 51,920 | $27.3M | 1.98% | +20,813+66.9% | Added |
| Metis Global Partners, LLC | 51,821 | $27.3M | 1.09% | +6,887+15.3% | Added |
| Blue Chip Partners, Inc. | 51,569 | $27.1M | 2.83% | +467+0.9% | Added |
| Chartwell Investment Partners, LLC | 51,494 | $27.1M | 0.95% | −1,685−3.2% | Reduced |
| First Foundation Advisors | 51,461 | $27.1M | 1.23% | −12,145−19.1% | Reduced |
| Bell Asset Management Ltd | 51,422 | $27.1M | 4.13% | +1,067+2.1% | Added |
| Tudor Investment Corp Et Al | 51,393 | $27.1M | 0.37% | +47,454+1,204.7% | Added |
| McKinley Capital Management LLC /Delaware | 51,203 | $27.0M | 3.46% | −6,658−11.5% | Reduced |
| Penn Davis McFarland Inc | 51,051 | $26.9M | 4.57% | −735−1.4% | Reduced |
| Stack Financial Management, Inc | 51,010 | $26.9M | 3.03% | −1,029−2.0% | Reduced |
| Capitolis Liquid Global Markets LLC | 51,000 | $26.8M | 1.10% | +51,000 | New |
| Massmutual Trust Co FSB | 50,695 | $26.7M | 0.90% | +46+0.1% | Added |
| Bamco Inc | 50,236 | $26.4M | 0.07% | +4,194+9.1% | Added |
| Armistice Capital, LLC | 50,000 | $26.3M | 0.70% | −70,000−58.3% | Reduced |
| Cohen Capital Management, Inc. | 49,914 | $26.3M | 5.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 49,909 | $26.3M | 0.49% | +29,600+145.7% | Added |
| Premier Fund Managers Ltd | 50,000 | $26.3M | 1.13% | −50,000−50.0% | Reduced |
| Banque Cantonale Vaudoise | 49,477 | $26.0M | 1.13% | +8,796+21.6% | Added |
| QV Investors Inc. | 49,004 | $25.8M | 2.32% | −5,170−9.5% | Reduced |
| National Asset Management, Inc. | 48,497 | $25.5M | 0.69% | −7,198−12.9% | Reduced |
| New Mexico Educational Retirement Board | 48,420 | $25.5M | 0.98% | 00.0% | Unchanged |
| Wedgewood Partners Inc | 49,224 | $25.4M | 5.35% | −947−1.9% | Reduced |
| Dana Investment Advisors, Inc. | 48,278 | $25.4M | 1.23% | −5,115−9.6% | Reduced |
| Cornerstone Advisors, LLC | 48,203 | $25.4M | 1.12% | −6,100−11.2% | Reduced |
| Smith Group Asset Management, LLC | 48,015 | $25.3M | 1.47% | +48,015 | New |
| Meeder Asset Management Inc | 47,781 | $25.2M | 1.96% | +27,610+136.9% | Added |
| Hemenway Trust Co LLC | 47,721 | $25.1M | 2.40% | +1,065+2.3% | Added |
| Bridgeway Capital Management, LLC | 47,065 | $24.8M | 0.53% | −161−0.3% | Reduced |
| Norinchukin Bank, The | 46,637 | $24.6M | 0.58% | −6,839−12.8% | Reduced |
| Burney Co | 46,202 | $24.3M | 1.02% | −506−1.1% | Reduced |
| Atria Wealth Solutions, Inc. | 46,153 | $24.3M | 0.31% | −6,425−12.2% | Reduced |
| Sawtooth Solutions, LLC | 45,837 | $24.1M | 0.66% | −2,065−4.3% | Reduced |
| Night Owl Capital Management, LLC | 47,729 | $24.1M | 6.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 45,425 | $23.9M | 1.08% | +3,543+8.5% | Added |
| Overbrook Management Corp | 45,377 | $23.9M | 4.83% | −531−1.2% | Reduced |
| Investment Management Corp of Ontario | 44,966 | $23.7M | 0.58% | +43,428+2,823.7% | Added |
| Bleakley Financial Group, LLC | 44,691 | $23.5M | 0.75% | −2,152−4.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 44,398 | $23.4M | 0.91% | +621+1.4% | Added |
| EP Wealth Advisors, LLC | 44,340 | $23.3M | 0.30% | +531+1.2% | Added |
| First National Trust Co | 44,194 | $23.3M | 1.02% | −4,206−8.7% | Reduced |
| Earnest Partners LLC | 44,062 | $23.2M | 0.12% | −34−0.1% | Reduced |
| Trust Co of Virginia | 44,018 | $23.2M | 2.34% | −873−1.9% | Reduced |
| Callahan Advisors, LLC | 44,001 | $23.2M | 2.69% | −306−0.7% | Reduced |
| Montag & Caldwell, LLC | 43,996 | $23.2M | 4.04% | −25,475−36.7% | Reduced |
| Diversified Trust Co | 43,754 | $23.0M | 0.77% | +300+0.7% | Added |
| D.A. Davidson & Co. | 43,734 | $23.0M | 0.23% | +2,658+6.5% | Added |
| Point72 Middle East FZE | 43,627 | $23.0M | 1.59% | +43,627 | New |
| Covea Finance | 43,400 | $22.8M | 1.11% | +4,500+11.6% | Added |
| Whittier Trust Co of Nevada Inc | 43,097 | $22.7M | 0.73% | −232−0.5% | Reduced |
| Mill Capital Management, LLC | 43,028 | $22.7M | 2.02% | +170.0% | Added |
| Novare Capital Management LLC | 42,926 | $22.6M | 2.30% | +383+0.9% | Added |
| NewEdge Wealth, LLC | 42,854 | $22.6M | 0.58% | +2,104+5.2% | Added |
| Garrison Bradford & Associates Inc | 42,799 | $22.5M | 24.86% | −2,033−4.5% | Reduced |
| Aptus Capital Advisors, LLC | 42,784 | $22.5M | 0.67% | −1,166−2.7% | Reduced |
| Freestone Capital Holdings, LLC | 42,719 | $22.5M | 1.01% | +354+0.8% | Added |
| Nan Shan Life Insurance Co., Ltd. | 42,680 | $22.5M | 0.54% | −19,965−31.9% | Reduced |
| DuPont Capital Management Corp | 42,563 | $22.4M | 1.96% | −2,255−5.0% | Reduced |
| Snowden Capital Advisors LLC | 42,260 | $22.2M | 0.85% | +1,172+2.9% | Added |
| Braun Stacey Associates Inc | 42,249 | $22.2M | 0.99% | −617−1.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 42,200 | $22.2M | 0.76% | +413+1.0% | Added |
| Pittenger & Anderson Inc | 41,891 | $22.1M | 0.99% | −113−0.3% | Reduced |
| Hancock Whitney Corp | 41,890 | $22.1M | 0.82% | −54−0.1% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 66,542 | $22.0M | 0.30% | +66,542 | New |
| Susquehanna Portfolio Strategies, LLC | 41,498 | $21.8M | 0.39% | +41,498 | New |
| ClariVest Asset Management LLC | 41,402 | $21.8M | 1.21% | −7,574−15.5% | Reduced |
| Credit Agricole S A | 41,373 | $21.8M | 0.45% | +7,619+22.6% | Added |
| Westpac Banking Corp | 41,284 | $21.7M | 1.79% | −8,874−17.7% | Reduced |
| Alps Advisors Inc | 41,238 | $21.7M | 0.17% | +323+0.8% | Added |