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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 358,306 | $177.3M | 0.52% | +1,561+0.4% | Added |
| Natixis | 357,935 | $177.1M | 0.99% | −104,508−22.6% | Reduced |
| AQR Capital Management LLC | 352,767 | $173.7M | 0.30% | −40,134−10.2% | Reduced |
| Public Sector Pension Investment Board | 345,725 | $171.0M | 1.24% | −74,594−17.7% | Reduced |
| CapitalatWork S.A. | 345,594 | $171.0M | 5.71% | +3,092+0.9% | Added |
| Evercore Wealth Management, LLC | 342,265 | $169.3M | 2.65% | +2,725+0.8% | Added |
| Intech Investment Management LLC | 333,906 | $165.2M | 2.33% | +109,053+48.5% | Added |
| APG Asset Management US Inc. | 334,236 | $163.7M | 0.95% | +117,037+53.9% | Added |
| Penserra Capital Management LLC | 329,648 | $163.1M | 2.05% | +8,223+2.6% | Added |
| Tredje AP-fonden | 326,405 | $161.5M | 1.67% | +95,800+41.5% | Added |
| Coho Partners, Ltd. | 326,313 | $161.4M | 3.96% | −29,644−8.3% | Reduced |
| Mercer Global Advisors Inc | 324,798 | $160.8M | 0.46% | +6,139+1.9% | Added |
| Janney Montgomery Scott LLC | 322,771 | $159.7M | 0.47% | −7,190−2.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 319,560 | $158.1M | 0.94% | +319,560 | New |
| Balyasny Asset Management LLC | 319,307 | $158.0M | 0.41% | +295,478+1,240.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 317,686 | $157.2M | 1.95% | +6,154+2.0% | Added |
| Calamos Advisors LLC | 315,488 | $156.1M | 0.76% | −66,113−17.3% | Reduced |
| Brown Brothers Harriman & Co | 315,475 | $156.1M | 1.20% | +1,538+0.5% | Added |
| Ninety One UK Ltd | 310,539 | $153.6M | 0.43% | −23,893−7.1% | Reduced |
| Commonwealth Equity Services, LLC | 309,329 | $153.0M | 0.25% | −2,582−0.8% | Reduced |
| Boston Trust Walden Corp | 306,155 | $151.5M | 1.08% | +1,276+0.4% | Added |
| CIBC World Markets Corp | 301,710 | $149.3M | 0.98% | +87,430+40.8% | Added |
| Great Lakes Advisors, LLC | 299,190 | $148.0M | 1.26% | −7,993−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 293,817 | $145.5M | 0.32% | −104,023−26.1% | Reduced |
| Comerica Bank | 290,280 | $143.6M | 0.62% | −6,755−2.3% | Reduced |
| Agf Management Ltd | 289,347 | $143.1M | 0.79% | +82,367+39.8% | Added |
| Nisa Investment Advisors, LLC | 282,881 | $139.9M | 0.91% | −4,916−1.7% | Reduced |
| Davenport & Co LLC | 273,707 | $135.2M | 0.84% | +29,917+12.3% | Added |
| Johnson Investment Counsel Inc | 266,670 | $131.9M | 1.43% | +5,736+2.2% | Added |
| Railway Pension Investments Ltd | 265,520 | $131.4M | 1.28% | +2,500+1.0% | Added |
| Arizona State Retirement System | 265,423 | $131.3M | 0.91% | +4,813+1.8% | Added |
| CCLA Investment Management Ltd | 263,936 | $130.5M | 2.00% | +1,819+0.7% | Added |
| State of Michigan Retirement System | 262,419 | $129.8M | 0.70% | −49,800−16.0% | Reduced |
| Teacher Retirement System of Texas | 258,329 | $127.8M | 0.82% | +880.0% | Added |
| Teachers Retirement System of the State of Kentucky | 257,511 | $127.4M | 1.14% | −24,879−8.8% | Reduced |
| Forsta Ap-Fonden | 257,500 | $127.4M | 1.08% | +22,100+9.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 256,414 | $126.8M | 0.55% | +116,330+83.0% | Added |
| Capital Group Private Client Services, Inc. | 256,127 | $126.7M | 1.29% | −76,113−22.9% | Reduced |
| iA Global Asset Management Inc. | 253,521 | $125.4M | 2.57% | +11,073+4.6% | Added |
| Eagle Asset Management Inc | 255,443 | $125.1M | 0.63% | −3,328−1.3% | Reduced |
| Degroof Petercam Asset Management | 251,910 | $124.6M | 1.50% | −10,030−3.8% | Reduced |
| Consulta Ltd | 250,000 | $123.7M | 7.97% | −50,000−16.7% | Reduced |
| MetLife Investment Management | 248,997 | $123.2M | 0.83% | −7,852−3.1% | Reduced |
| TCW Group Inc | 248,703 | $123.0M | 1.25% | +1,479+0.6% | Added |
| Banque Pictet & Cie SA | 248,422 | $122.9M | 1.29% | −15,729−6.0% | Reduced |
| Cetera Investment Advisers | 239,661 | $118.6M | 0.28% | +170,417+246.1% | Added |
| American International Group, Inc. | 237,675 | $117.6M | 0.42% | −1,462−0.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 236,667 | $117.1M | 2.21% | +67,629+40.0% | Added |
| Bristol John W & Co Inc | 234,626 | $116.1M | 1.98% | +53,801+29.8% | Added |
| Factory Mutual Insurance Co | 234,500 | $116.0M | 1.33% | +9,600+4.3% | Added |
| Northwestern Mutual Wealth Management Co | 234,368 | $116.0M | 0.12% | −2,062−0.9% | Reduced |
| Rock Springs Capital Management LP | 230,000 | $113.8M | 2.89% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 228,519 | $113.0M | 2.45% | +4,044+1.8% | Added |
| Bahl & Gaynor Inc | 227,315 | $112.5M | 0.63% | −53,392−19.0% | Reduced |
| ProShare Advisors LLC | 227,310 | $112.5M | 0.30% | −41,059−15.3% | Reduced |
| Westwood Holdings Group Inc. | 226,326 | $112.0M | 0.88% | +17,170+8.2% | Added |
| Gateway Investment Advisers LLC | 226,015 | $111.8M | 1.27% | −21,992−8.9% | Reduced |
| Milestone Resources Group Ltd | 225,949 | $111.8M | 3.93% | −240.0% | Reduced |
| Empower Advisory Group, LLC | 225,528 | $111.6M | 0.42% | +2,060+0.9% | Added |
| Glenmede Trust Co NA | 224,607 | $111.1M | 0.56% | −9,130−3.9% | Reduced |
| Mediolanum International Funds Ltd | 225,223 | $111.1M | 1.81% | +225,223 | New |
| Millennium Management LLC | 222,750 | $110.2M | 0.09% | +154,160+224.8% | Added |
| Regions Financial Corp | 222,071 | $109.9M | 0.83% | +572+0.3% | Added |
| Clark Capital Management Group, Inc. | 220,498 | $109.1M | 0.81% | +8,266+3.9% | Added |
| Cincinnati Insurance Co | 220,081 | $108.9M | 1.79% | 00.0% | Unchanged |
| JPB Foundation | 216,355 | $107.0M | 11.68% | −25,400−10.5% | Reduced |
| Nissay Asset Management Corp | 215,865 | $106.8M | 0.74% | −22,304−9.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 215,458 | $106.6M | 2.19% | +6,487+3.1% | Added |
| Mondrian Investment Partners LTD | 214,336 | $106.0M | 1.46% | +25,916+13.8% | Added |
| Voloridge Investment Management, LLC | 214,311 | $106.0M | 0.39% | +214,311 | New |
| Pictet & Cie (Europe) SA | 213,942 | $105.8M | 2.76% | +11,502+5.7% | Added |
| DnB Asset Management AS | 210,939 | $104.4M | 0.54% | −72,441−25.6% | Reduced |
| Vontobel Holding Ltd. | 209,692 | $103.7M | 0.83% | −11,141−5.0% | Reduced |
| Captrust Financial Advisors | 207,896 | $102.8M | 0.38% | −78,514−27.4% | Reduced |
| CIBC World Markets Inc. | 206,855 | $102.3M | 0.26% | +20,832+11.2% | Added |
| James Hambro & Partners | 206,745 | $102.2M | 4.79% | +14,019+7.3% | Added |
| Xponance, Inc. | 206,182 | $102.0M | 1.07% | +4,276+2.1% | Added |
| Federated Hermes, Inc. | 204,711 | $101.3M | 0.23% | +58,593+40.1% | Added |
| Manning & Napier Group, LLC | 204,445 | $101.1M | 1.15% | +130,615+176.9% | Added |
| Keybank National Association | 203,496 | $100.7M | 0.42% | +427+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 214,938 | $100.5M | 0.22% | +24,454+12.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 203,048 | $100.4M | 0.69% | +501+0.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 203,018 | $100.4M | 1.11% | +4,975+2.5% | Added |
| Actiam N.V. | 200,595 | $99.2M | 3.08% | +7,626+4.0% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 200,000 | $98.9M | 1.48% | 00.0% | Unchanged |
| Clear Street LLC | 200,000 | $98.9M | 3.39% | +200,000 | New |
| Amalgamated Bank | 199,385 | $98.6M | 0.84% | −29,225−12.8% | Reduced |
| AMF Pensionsforsakring AB | 197,274 | $97.6M | 0.74% | +104,798+113.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 205,346 | $97.0M | 6.20% | −32,451−13.6% | Reduced |
| Erste Asset Management GmbH | 193,301 | $95.4M | 1.30% | −1,013−0.5% | Reduced |
| Texas Permanent School Fund | 191,190 | $94.6M | 0.75% | +222+0.1% | Added |
| Creative Planning | 190,053 | $94.0M | 0.10% | −8,120−4.1% | Reduced |
| M&T Bank Corp | 189,763 | $93.9M | 0.33% | −15,326−7.5% | Reduced |
| IFM Investors Pty Ltd | 188,931 | $93.5M | 1.02% | −710−0.4% | Reduced |
| Swiss Life Asset Management Ltd | 186,080 | $92.1M | 1.28% | −11,782−6.0% | Reduced |
| Argent Capital Management LLC | 185,888 | $92.0M | 2.68% | −11,657−5.9% | Reduced |
| Two Sigma Advisers, LP | 183,300 | $90.7M | 0.21% | −50,100−21.5% | Reduced |
| Employees Retirement System of Texas | 181,870 | $90.0M | 0.98% | −12,497−6.4% | Reduced |
| Sapient Capital LLC | 180,504 | $89.3M | 1.98% | −1,518−0.8% | Reduced |
| TD Waterhouse Canada Inc. | 171,719 | $89.3M | 0.67% | +10,071+6.2% | Added |