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, 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 | 3,395 | $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, 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 |
|---|---|---|---|---|---|
| Guardcap Asset Management Ltd | 998,921 | $494.2M | 6.06% | +23,970+2.5% | Added |
| National Bank of Canada | 947,821 | $486.0M | 0.85% | +347,972+58.0% | Added |
| State Board of Administration of Florida Retirement System | 1,027,569 | $485.6M | 1.14% | +50,328+5.2% | Added |
| Prudential Financial Inc | 977,930 | $483.8M | 0.68% | −80,058−7.6% | Reduced |
| William Blair Investment Management, LLC | 977,346 | $483.5M | 1.25% | +172,564+21.4% | Added |
| Capital Wealth Planning, LLC | 977,239 | $483.4M | 5.17% | +72,068+8.0% | Added |
| Aviva PLC | 976,222 | $482.9M | 1.59% | −34,672−3.4% | Reduced |
| Neuberger Berman Group LLC | 976,184 | $482.9M | 0.40% | −638,817−39.6% | Reduced |
| New York State Teachers Retirement System | 923,080 | $456.6M | 0.95% | −27,975−2.9% | Reduced |
| DekaBank Deutsche Girozentrale | 925,789 | $456.5M | 0.85% | +31,455+3.5% | Added |
| Robeco Institutional Asset Management B.V. | 913,756 | $452.0M | 0.98% | −36,130−3.8% | Reduced |
| APG Asset Management N.V. | 966,067 | $442.5M | 0.78% | −34,562−3.5% | Reduced |
| Ci Investments Inc. | 886,863 | $438.7M | 1.74% | −123,679−12.2% | Reduced |
| Pictet Asset Management Holding SA | 885,867 | $438.2M | 0.48% | −40,677−4.4% | Reduced |
| Magellan Asset Management Ltd | 882,730 | $436.7M | 4.17% | +184,024+26.3% | Added |
| Allen Investment Management LLC | 857,397 | $424.2M | 5.32% | +40,291+4.9% | Added |
| Handelsbanken Fonder AB | 839,435 | $415.3M | 1.79% | +1,279+0.2% | Added |
| Adage Capital Partners GP, L.L.C. | 830,992 | $411.1M | 0.78% | −1,522−0.2% | Reduced |
| Mairs & Power Inc | 816,526 | $403.9M | 3.91% | +5,471+0.7% | Added |
| Public Employees Retirement Association of Colorado | 811,988 | $401.7M | 1.73% | −13,323−1.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 794,734 | $393.2M | 0.58% | +5,600+0.7% | Added |
| LPL Financial LLC | 792,518 | $392.1M | 0.21% | −10,493−1.3% | Reduced |
| Victory Capital Management Inc | 785,650 | $388.7M | 0.38% | −43,014−5.2% | Reduced |
| Epoch Investment Partners, Inc. | 781,610 | $386.7M | 1.72% | −129,704−14.2% | Reduced |
| Korea Investment CORP | 755,603 | $373.8M | 0.95% | −39,203−4.9% | Reduced |
| AXA S.A. | 742,894 | $367.5M | 1.10% | −21,705−2.8% | Reduced |
| KBC Group NV | 733,948 | $363.1M | 1.15% | +10,132+1.4% | Added |
| D. E. Shaw & Co., Inc. | 728,783 | $360.5M | 0.46% | +341,638+88.2% | Added |
| Danske Bank A/S | 712,905 | $352.7M | 1.11% | +712,905 | New |
| SEI Investments Co | 700,084 | $346.3M | 0.51% | +13,397+2.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 698,807 | $345.7M | 1.13% | −10,096−1.4% | Reduced |
| Qube Research & Technologies Ltd | 696,925 | $344.8M | 0.62% | −69,048−9.0% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 677,735 | $335.3M | 1.13% | −161,666−19.3% | Reduced |
| Brown Advisory Inc | 676,532 | $334.7M | 0.45% | −1,602,004−70.3% | Reduced |
| Menora Mivtachim Holdings Ltd. | 675,034 | $333.9M | 2.51% | +42,618+6.7% | Added |
| Mackenzie Financial Corp | 674,988 | $333.9M | 0.48% | −26,177−3.7% | Reduced |
| Jarislowsky, Fraser Ltd | 655,100 | $324.1M | 1.86% | +1,891+0.3% | Added |
| Toronto Dominion Bank | 641,859 | $317.5M | 0.50% | +25,287+4.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 638,626 | $315.7M | 0.72% | −34,719−5.2% | Reduced |
| HighTower Advisors, LLC | 631,149 | $311.2M | 0.50% | −15,848−2.4% | Reduced |
| Provident Trust Co | 627,210 | $310.3M | 5.76% | +39,169+6.7% | Added |
| Veritas Investment Partners (UK) Ltd. | 613,980 | $303.6M | 5.96% | +120,833+24.5% | Added |
| Truist Financial Corp | 612,284 | $302.9M | 0.46% | −29,014−4.5% | Reduced |
| Lord, Abbett & Co. LLC | 611,754 | $302.6M | 0.98% | −50,488−7.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 606,939 | $300.3M | 0.80% | −89,717−12.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 599,650 | $296.6M | 1.04% | +40,547+7.3% | Added |
| Nomura Asset Management Co Ltd | 585,499 | $289.6M | 1.05% | +55,082+10.4% | Added |
| Los Angeles Capital Management LLC | 580,872 | $287.4M | 0.98% | −90,893−13.5% | Reduced |
| StonePine Asset Management Inc. | 571,121 | $282.5M | 4.49% | −354,333−38.3% | Reduced |
| British Columbia Investment Management Corp | 570,467 | $282.2M | 1.95% | +62,219+12.2% | Added |
| Findlay Park Partners LLP | 570,026 | $282.0M | 2.59% | +137,000+31.6% | Added |
| Loomis Sayles & Co L P | 568,266 | $281.1M | 0.40% | −18,505−3.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 568,082 | $281.0M | 0.68% | +195,196+52.3% | Added |
| STRS Ohio | 561,259 | $277.7M | 1.11% | −60,966−9.8% | Reduced |
| Storebrand Asset Management AS | 544,288 | $269.3M | 0.92% | +10,823+2.0% | Added |
| First Trust Advisors LP | 543,204 | $268.7M | 0.27% | +7,161+1.3% | Added |
| Natixis Advisors, L.P. | 539,952 | $267.1M | 0.61% | −124,358−18.7% | Reduced |
| ABN AMRO Bank N.V. | 537,066 | $265.9M | 3.97% | +1,396+0.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 530,590 | $262.5M | 1.28% | −59,086−10.0% | Reduced |
| State of Wisconsin Investment Board | 529,624 | $262.0M | 0.69% | +16,746+3.3% | Added |
| Fort Washington Investment Advisors Inc | 528,988 | $261.7M | 1.68% | −1,190−0.2% | Reduced |
| State of New Jersey Common Pension Fund D | 528,393 | $261.4M | 0.79% | 00.0% | Unchanged |
| Canoe Financial LP | 509,098 | $251.9M | 4.15% | +345,959+212.1% | Added |
| Fifth Third Bancorp | 486,132 | $240.5M | 0.94% | −22,253−4.4% | Reduced |
| M&G Plc | 484,269 | $239.7M | 1.44% | +484,269 | New |
| Squarepoint Ops LLC | 481,915 | $238.4M | 0.98% | +281,824+140.8% | Added |
| Mariner, LLC | 477,651 | $236.3M | 0.49% | −6,261−1.3% | Reduced |
| Asset Management One Co.,Ltd. | 477,563 | $236.3M | 0.91% | −19,142−3.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 477,606 | $235.6M | 2.60% | +155,104+48.1% | Added |
| Harding Loevner LP | 476,170 | $235.6M | 1.45% | −38,947−7.6% | Reduced |
| Cincinnati Financial Corp | 468,822 | $231.9M | 5.11% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 463,179 | $229.1M | 0.48% | −13,407−2.8% | Reduced |
| Public Employees Retirement System of Ohio | 462,382 | $228.7M | 0.90% | −31,637−6.4% | Reduced |
| USS Investment Management Ltd | 455,536 | $225.2M | 1.86% | +1,850+0.4% | Added |
| Haverford Trust Co | 448,525 | $221.9M | 2.32% | −26,516−5.6% | Reduced |
| Voya Investment Management LLC | 447,582 | $221.4M | 0.22% | −1,270,369−73.9% | Reduced |
| Treasurer of the State of North Carolina | 443,852 | $219.6M | 0.96% | +3,926+0.9% | Added |
| Perpetual Ltd | 435,121 | $215.3M | 2.10% | +30,978+7.7% | Added |
| Unisphere Establishment | 428,000 | $211.7M | 2.14% | −1,000−0.2% | Reduced |
| Retirement Systems of Alabama | 427,485 | $211.5M | 0.82% | −30,918−6.7% | Reduced |
| Westfield Capital Management Co LP | 426,637 | $211.1M | 1.11% | −8,440−1.9% | Reduced |
| Scotia Capital Inc. | 423,667 | $209.6M | 1.25% | +32,856+8.4% | Added |
| Fiduciary Management Inc | 417,601 | $206.6M | 1.84% | −129,799−23.7% | Reduced |
| Cresset Asset Management, LLC | 411,929 | $203.8M | 0.99% | +164,463+66.5% | Added |
| Allspring Global Investments Holdings, LLC | 405,972 | $200.8M | 0.31% | −115,650−22.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 404,653 | $200.2M | 0.52% | +18,316+4.7% | Added |
| Citadel Advisors LLC | 396,989 | $196.4M | 0.19% | +270,504+213.9% | Added |
| Cerity Partners LLC | 396,184 | $196.0M | 0.52% | −19,519−4.7% | Reduced |
| Candriam Luxembourg S.C.A. | 392,352 | $194.1M | 1.24% | −48,196−10.9% | Reduced |
| Susquehanna International Group, LLP | 388,395 | $192.1M | 0.29% | −133,279−25.5% | Reduced |
| Route One Investment Company, L.P. | 383,250 | $189.6M | 7.50% | +99,850+35.2% | Added |
| Blair William & Co | 382,828 | $189.4M | 0.59% | +3,526+0.9% | Added |
| Focused Investors LLC | 376,650 | $186.3M | 5.84% | −23,700−5.9% | Reduced |
| Focused Investors Fund L P | 376,650 | $186.3M | 5.84% | +376,650 | New |
| AustralianSuper Pty Ltd | 380,344 | $186.3M | 1.09% | −133,804−26.0% | Reduced |
| Assenagon Asset Management S.A. | 375,335 | $185.7M | 0.49% | −60,105−13.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 374,600 | $185.3M | 1.35% | +56,000+17.6% | Added |
| State of Tennessee, Treasury Department | 371,305 | $183.7M | 0.68% | −4,135−1.1% | Reduced |
| CIBC Asset Management Inc | 370,320 | $183.2M | 0.64% | +9,141+2.5% | Added |
| Waverton Investment Management Ltd | 359,460 | $177.7M | 3.69% | −5,548−1.5% | Reduced |