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; 3,394 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, Q1 2024
Institutional positions in UnitedHealth Group Inc as of Mar 31, 2024. 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
- 3,385
- +16 vs. Q4 2023
- Shares held
- 807.2M
- −3.17M (−0.4%) vs. Q4 2023
- Total value
- $398.9B
- −$27.6B (−6.5%) vs. Q4 2023
- New holders
- 185
- 1,545 more added
- Sold out
- 169
- 1,309 more reduced
53 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 3,394 | $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, Q1 2024
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 84,405,255 | $41.8B | 0.83% | +544,740+0.6% | Added |
| BlackRock Inc. | 73,670,533 | $36.4B | 0.85% | +1,294,290+1.8% | Added |
| State Street Corp | 45,699,253 | $22.6B | 1.01% | +180,333+0.4% | Added |
| FMR LLC | 35,668,357 | $17.6B | 1.18% | −6,061,351−14.5% | Reduced |
| Capital World Investors | 28,321,829 | $14.0B | 2.32% | −540,516−1.9% | Reduced |
| Price T Rowe Associates Inc | 26,062,928 | $12.9B | 1.58% | +94,641+0.4% | Added |
| Wellington Management Group LLP | 24,283,224 | $12.0B | 2.13% | −109,482−0.4% | Reduced |
| JPMorgan Chase & Co | 23,840,608 | $11.8B | 1.05% | −107,984−0.5% | Reduced |
| Morgan Stanley | 20,189,832 | $9.99B | 0.80% | +3,412,261+20.3% | Added |
| Geode Capital Management, LLC | 18,944,660 | $9.35B | 0.86% | +731,312+4.0% | Added |
| Capital Research Global Investors | 13,154,482 | $6.51B | 1.47% | −1,967,721−13.0% | Reduced |
| Norges Bank | 11,991,964 | $5.93B | 0.94% | +970,955+8.8% | Added |
| Capital International Investors | 11,504,601 | $5.69B | 1.15% | −356,384−3.0% | Reduced |
| Alliancebernstein L.P. | 10,414,943 | $5.15B | 1.82% | −1,584,917−13.2% | Reduced |
| Bank of America Corp | 9,447,153 | $4.67B | 0.46% | −1,660,857−15.0% | Reduced |
| Northern Trust Corp | 9,210,367 | $4.56B | 0.79% | −360,760−3.8% | Reduced |
| Royal Bank of Canada | 8,859,777 | $4.38B | 1.07% | −1,188,413−11.8% | Reduced |
| Wells Fargo & Company | 8,065,354 | $3.99B | 1.05% | −21,161−0.3% | Reduced |
| Bank of New York Mellon Corp | 8,004,068 | $3.96B | 0.76% | −292,928−3.5% | Reduced |
| Franklin Resources Inc | 7,475,437 | $3.70B | 1.17% | +2,778,195+59.1% | Added |
| Nuveen Asset Management, LLC | 7,263,074 | $3.59B | 1.07% | −50,435−0.7% | Reduced |
| Legal & General Group Plc | 6,765,833 | $3.35B | 0.96% | −38,327−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 6,379,033 | $3.13B | 0.72% | +394,180+6.6% | Added |
| Goldman Sachs Group Inc | 5,435,891 | $2.69B | 0.57% | −172,846−3.1% | Reduced |
| UBS Asset Management Americas Inc | 5,434,296 | $2.69B | 0.96% | −407,815−7.0% | Reduced |
| Invesco Ltd. | 5,341,081 | $2.64B | 0.57% | +752,432+16.4% | Added |
| Janus Henderson Group PLC | 5,316,669 | $2.63B | 1.43% | −321,279−5.7% | Reduced |
| Clearbridge Investments, LLC | 5,253,797 | $2.60B | 2.06% | −486,558−8.5% | Reduced |
| Sanders Capital, LLC | 5,030,338 | $2.49B | 4.15% | +65,676+1.3% | Added |
| UBS Group AG | 4,797,695 | $2.37B | 0.78% | +979,408+25.7% | Added |
| T. Rowe Price Investment Management, Inc. | 4,520,902 | $2.24B | 1.37% | +287,476+6.8% | Added |
| Deutsche Bank AG | 4,101,711 | $2.03B | 0.94% | +471,403+13.0% | Added |
| Dodge & Cox | 3,946,005 | $1.95B | 1.13% | +539,813+15.8% | Added |
| Barclays PLC | 3,892,315 | $1.93B | 0.87% | +450,739+13.1% | Added |
| Ameriprise Financial Inc | 3,751,338 | $1.85B | 0.51% | +92,070+2.5% | Added |
| Jennison Associates LLC | 3,704,770 | $1.83B | 1.23% | +86,957+2.4% | Added |
| Amundi | 3,291,393 | $1.62B | 0.70% | −466,270−12.4% | Reduced |
| American Century Companies Inc | 3,013,731 | $1.49B | 0.94% | −212,699−6.6% | Reduced |
| California Public Employees Retirement System | 2,975,046 | $1.47B | 1.04% | −115,940−3.8% | Reduced |
| Fisher Asset Management, LLC | 2,972,467 | $1.47B | 0.69% | +100,496+3.5% | Added |
| Dimensional Fund Advisors LP | 2,936,071 | $1.45B | 0.39% | +405,872+16.0% | Added |
| Swiss National Bank | 2,769,861 | $1.37B | 0.96% | −126,700−4.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,721,379 | $1.35B | 0.92% | −2,891−0.1% | Reduced |
| HSBC Holdings PLC | 2,642,238 | $1.31B | 0.93% | +268,724+11.3% | Added |
| Canada Pension Plan Investment Board | 2,625,288 | $1.30B | 1.36% | −46,125−1.7% | Reduced |
| Credit Suisse AG | 2,525,461 | $1.25B | 1.21% | −34,754−1.4% | Reduced |
| Polen Capital Management LLC | 2,393,781 | $1.18B | 2.73% | −41,293−1.7% | Reduced |
| Manufacturers Life Insurance Company, The | 2,373,428 | $1.17B | 1.09% | +338,710+16.6% | Added |
| Bank of Montreal | 2,255,550 | $1.15B | 0.59% | −29,381−1.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,306,729 | $1.14B | 1.58% | +1,196,758+107.8% | Added |
| Swedbank AB | 2,258,867 | $1.12B | 1.58% | +368,856+19.5% | Added |
| Mawer Investment Management Ltd. | 2,174,801 | $1.08B | 4.99% | +130,925+6.4% | Added |
| Arrowstreet Capital, Limited Partnership | 2,166,179 | $1.07B | 0.99% | +504,721+30.4% | Added |
| Lazard Asset Management LLC | 2,048,594 | $1.01B | 1.23% | −63,522−3.0% | Reduced |
| Envestnet Asset Management Inc | 1,998,822 | $988.8M | 0.37% | −20,471−1.0% | Reduced |
| Fiera Capital Corp | 1,990,278 | $984.6M | 2.87% | −45,741−2.2% | Reduced |
| TD Asset Management Inc | 1,980,635 | $979.8M | 0.91% | −939,836−32.2% | Reduced |
| Sustainable Growth Advisers, LP | 1,955,078 | $967.2M | 4.05% | +304,110+18.4% | Added |
| Veritas Asset Management LLP | 1,820,825 | $900.8M | 6.53% | +309,332+20.5% | Added |
| Orbis Allan Gray Ltd | 1,811,859 | $896.3M | 5.37% | +626,415+52.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,811,317 | $896.1M | 3.26% | +222,086+14.0% | Added |
| Rhumbline Advisers | 1,758,293 | $869.8M | 0.84% | +17,796+1.0% | Added |
| Raymond James & Associates | 1,755,790 | $868.6M | 0.59% | −81,383−4.4% | Reduced |
| Stifel Financial Corp | 1,722,057 | $852.0M | 0.97% | +10,285+0.6% | Added |
| First Manhattan Co | 1,711,813 | $846.8M | 2.74% | −13,916−0.8% | Reduced |
| Farallon Capital Management, L.L.C. | 1,701,410 | $841.7M | 4.95% | +498,810+41.5% | Added |
| Bessemer Group Inc | 1,701,177 | $841.6M | 1.52% | +216,076+14.5% | Added |
| Nordea Investment Management AB | 1,681,804 | $828.7M | 0.98% | −136,446−7.5% | Reduced |
| Ensign Peak Advisors, Inc | 1,639,966 | $811.3M | 1.48% | −46,678−2.8% | Reduced |
| Eagle Capital Management LLC | 1,605,629 | $794.3M | 3.07% | −180,898−10.1% | Reduced |
| 1832 Asset Management L.P. | 1,605,479 | $794.2M | 1.45% | +151,685+10.4% | Added |
| Principal Financial Group Inc | 1,596,341 | $789.7M | 0.46% | −27,238−1.7% | Reduced |
| Royal London Asset Management Ltd | 1,595,242 | $789.2M | 1.97% | +120,843+8.2% | Added |
| Allianz Asset Management GmbH | 1,580,190 | $781.7M | 1.32% | +29,692+1.9% | Added |
| Vontobel Asset Management Inc | 1,459,759 | $769.1M | 4.25% | −36,147−2.4% | Reduced |
| Macquarie Group Ltd | 1,517,692 | $750.8M | 0.85% | −154,774−9.3% | Reduced |
| CIBC Private Wealth Group, LLC | 1,531,462 | $750.0M | 1.47% | +85,529+5.9% | Added |
| California State Teachers Retirement System | 1,498,229 | $741.2M | 0.94% | +7,283+0.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,468,352 | $726.4M | 0.83% | −1,165,632−44.3% | Reduced |
| National Pension Service | 1,457,298 | $720.9M | 0.87% | +16,705+1.2% | Added |
| New York State Common Retirement Fund | 1,419,963 | $702.5M | 0.93% | −66,273−4.5% | Reduced |
| Schroder Investment Management Group | 1,419,352 | $702.2M | 0.83% | −419,820−22.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,411,500 | $695.4M | 2.67% | +268,363+23.5% | Added |
| Fayez Sarofim & Co | 1,385,639 | $685.5M | 2.04% | +19,430+1.4% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,361,207 | $673.4M | 2.51% | +900,425+195.4% | Added |
| Jensen Investment Management Inc | 1,360,511 | $673.0M | 5.14% | −8,679−0.6% | Reduced |
| Citigroup Inc | 1,330,579 | $658.2M | 0.71% | −112,685−7.8% | Reduced |
| Winslow Capital Management, LLC | 1,321,118 | $653.6M | 2.46% | +511,964+63.3% | Added |
| The PNC Financial Services Group, Inc. | 1,244,377 | $615.6M | 0.43% | +1,277+0.1% | Added |
| FIL Ltd | 1,233,213 | $610.1M | 0.61% | −195,241−13.7% | Reduced |
| Standard Life Aberdeen plc | 1,233,160 | $610.0M | 1.20% | +82,575+7.2% | Added |
| WCM Investment Management, LLC | 1,210,548 | $598.9M | 1.42% | +6,381+0.5% | Added |
| Longview Partners (Guernsey) LTD | 1,168,788 | $578.2M | 3.73% | −22,820−1.9% | Reduced |
| Great West Life Assurance Co | 1,140,817 | $564.7M | 1.14% | +20,829+1.9% | Added |
| US Bancorp | 1,119,155 | $553.7M | 0.77% | +26,473+2.4% | Added |
| BNP Paribas Arbitrage, SA | 1,087,986 | $538.2M | 0.66% | +454,739+71.8% | Added |
| CI Private Wealth, LLC | 1,085,955 | $537.5M | 0.96% | −7,009−0.6% | Reduced |
| Russell Investments Group, Ltd. | 1,075,129 | $531.8M | 0.84% | −77,768−6.7% | Reduced |
| Boston Partners | 1,044,528 | $516.8M | 0.62% | −260,618−20.0% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 1,027,863 | $508.5M | 7.89% | −41,556−3.9% | Reduced |