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
- 3,384
- +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
- 1,308 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 |
|---|---|---|---|---|---|
| Vulcan Value Partners, LLC | 179,241 | $88.6M | 1.29% | +73,997+70.3% | Added |
| Capital Fund Management S.A. | 178,022 | $88.1M | 1.07% | +178,022 | New |
| QRG Capital Management, Inc. | 177,019 | $87.6M | 1.11% | +3,976+2.3% | Added |
| Bartlett & Co. Wealth Management LLC | 175,633 | $86.9M | 1.34% | +10,501+6.4% | Added |
| Federation des caisses Desjardins du Quebec | 174,782 | $86.7M | 0.63% | +16,251+10.3% | Added |
| Huntington National Bank | 172,790 | $85.5M | 0.69% | −65,825−27.6% | Reduced |
| Bristol Gate Capital Partners Inc. | 172,553 | $85.4M | 4.01% | +28,011+19.4% | Added |
| King Luther Capital Management Corp | 169,591 | $83.9M | 0.38% | +72,278+74.3% | Added |
| Daiwa Securities Group Inc. | 169,042 | $83.6M | 0.47% | −13,881−7.6% | Reduced |
| Rathbone Brothers plc | 167,346 | $82.8M | 0.48% | +14,539+9.5% | Added |
| MML Investors Services, LLC | 163,847 | $81.1M | 0.33% | −4,459−2.6% | Reduced |
| Man Group plc | 163,248 | $80.8M | 0.22% | −76,109−31.8% | Reduced |
| Czech National Bank | 162,741 | $80.5M | 1.04% | +719+0.4% | Added |
| Capital International Inc | 162,509 | $80.4M | 1.09% | +20,431+14.4% | Added |
| Bank of Nova Scotia | 162,262 | $80.2M | 0.16% | −417,309−72.0% | Reduced |
| Utah Retirement Systems | 161,368 | $79.8M | 0.93% | +630.0% | Added |
| Varma Mutual Pension Insurance Co | 158,000 | $78.2M | 0.68% | +94,600+149.2% | Added |
| Riverbridge Partners LLC | 157,645 | $78.0M | 0.95% | −6,109−3.7% | Reduced |
| Pinebridge Investments, L.P. | 157,394 | $77.8M | 0.62% | +6,073+4.0% | Added |
| Sands Capital Management, LLC | 156,972 | $77.7M | 0.22% | +2,999+1.9% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 156,000 | $77.2M | 1.17% | +156,000 | New |
| Point72 Asset Management, L.P. | 155,704 | $77.0M | 0.22% | +155,704 | New |
| Van Eck Associates Corp | 154,425 | $76.4M | 0.12% | +11,197+7.8% | Added |
| Vantage Investment Partners, LLC | 152,107 | $75.2M | 6.72% | +45,173+42.2% | Added |
| Pathstone Holdings, LLC | 149,724 | $74.1M | 0.35% | +16,226+12.2% | Added |
| Bellevue Group AG | 148,719 | $73.6M | 1.12% | +10,567+7.6% | Added |
| MAI Capital Management | 148,306 | $73.4M | 0.77% | +20,880+16.4% | Added |
| Capitolis Liquid Global Markets LLC | 148,200 | $73.3M | 1.18% | +97,200+190.6% | Added |
| Atalanta Sosnoff Capital, LLC | 147,686 | $73.1M | 1.69% | −3,366−2.2% | Reduced |
| Cooke & Bieler LP | 147,607 | $73.0M | 0.67% | +145,607+7,280.4% | Added |
| LGT Capital Partners Ltd. | 147,534 | $73.0M | 2.28% | −10,581−6.7% | Reduced |
| Colony Group, LLC | 146,912 | $72.7M | 0.59% | +25,719+21.2% | Added |
| Ferguson Wellman Capital Management, Inc | 146,552 | $72.5M | 1.48% | −1,048−0.7% | Reduced |
| Bradley Foster & Sargent Inc | 146,283 | $72.4M | 1.31% | −3,252−2.2% | Reduced |
| Financial Counselors Inc | 145,081 | $71.8M | 1.21% | +123+0.1% | Added |
| Thrivent Financial for Lutherans | 144,059 | $71.3M | 0.14% | −370,987−72.0% | Reduced |
| Groupama Asset Managment | 105,043 | $70.9M | 1.30% | −84,685−44.6% | Reduced |
| Vident Advisory, LLC | 142,410 | $70.5M | 1.47% | +33,581+30.9% | Added |
| New York Life Investment Management LLC | 140,570 | $69.5M | 0.69% | −4,868−3.3% | Reduced |
| Border to Coast Pensions Partnership Ltd | 140,055 | $69.2M | 1.55% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 139,895 | $69.2M | 1.72% | +403+0.3% | Added |
| Harvest Portfolios Group Inc. | 139,100 | $68.8M | 2.69% | +12,378+9.8% | Added |
| Bowie Capital Management, LLC | 137,537 | $68.0M | 5.59% | +50,878+58.7% | Added |
| Manchester Global Management (UK) Ltd | 137,418 | $68.0M | 11.94% | +64,935+89.6% | Added |
| Tudor Investment Corp Et Al | 136,863 | $67.7M | 0.83% | +85,470+166.3% | Added |
| Hollencrest Capital Management | 136,230 | $67.4M | 3.09% | +130,428+2,248.0% | Added |
| Tiaa Trust, National Association | 133,256 | $65.9M | 0.20% | +5,002+3.9% | Added |
| Locust Wood Capital Advisers, LLC | 130,799 | $64.7M | 2.55% | +5,444+4.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 128,800 | $63.7M | 0.78% | +25,000+24.1% | Added |
| Jane Street Group, LLC | 128,383 | $63.5M | 0.08% | −77,309−37.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 128,046 | $63.3M | 1.06% | −17,976−12.3% | Reduced |
| Marex Group plc | 127,375 | $63.0M | 2.05% | +122,011+2,274.6% | Added |
| Cornerstone Investment Partners, LLC | 127,259 | $63.0M | 3.07% | +1,360+1.1% | Added |
| Mutual of America Capital Management LLC | 126,045 | $62.4M | 0.67% | −3,739−2.9% | Reduced |
| Two Sigma Investments, LP | 124,211 | $61.4M | 0.15% | −317,144−71.9% | Reduced |
| Aquatic Capital Management LLC | 124,120 | $61.4M | 2.01% | +100,600+427.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 123,448 | $61.1M | 0.23% | +789+0.6% | Added |
| Commerce Bank | 122,343 | $60.5M | 0.40% | +1,180+1.0% | Added |
| Quadrature Capital Ltd | 122,201 | $60.4M | 1.03% | +122,201 | New |
| Cercano Management LLC | 121,138 | $59.9M | 1.67% | +16,953+16.3% | Added |
| Achmea Investment Management B.V. | 121,118 | $59.9M | 1.14% | +22,680+23.0% | Added |
| GW&K Investment Management, LLC | 120,523 | $59.6M | 0.53% | −878−0.7% | Reduced |
| Ossiam | 120,403 | $59.6M | 1.04% | +2,199+1.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 119,665 | $59.2M | 2.14% | +14,489+13.8% | Added |
| SG Americas Securities, LLC | 118,994 | $58.9M | 0.30% | +82,116+222.7% | Added |
| Steward Partners Investment Advisory, LLC | 118,325 | $58.5M | 0.65% | −21,680−15.5% | Reduced |
| Nicholas Company, Inc. | 118,270 | $58.5M | 0.97% | 00.0% | Unchanged |
| HM Payson & Co | 117,850 | $58.3M | 1.08% | −36,281−23.5% | Reduced |
| Ofi Invest Asset Management | 126,483 | $57.9M | 1.57% | −6,882−5.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 116,743 | $57.8M | 1.31% | −11,366−8.9% | Reduced |
| Ancora Advisors, LLC | 115,584 | $57.2M | 1.31% | +7,361+6.8% | Added |
| Panagora Asset Management Inc | 114,475 | $56.6M | 0.30% | −166,649−59.3% | Reduced |
| SP Asset Management LLC | 113,919 | $56.4M | 5.24% | +11,972+11.7% | Added |
| ING Groep NV | 113,249 | $56.0M | 0.38% | +89,940+385.9% | Added |
| United Services Automobile Association | 112,535 | $55.7M | 1.37% | −4,365−3.7% | Reduced |
| Primecap Management Co | 112,114 | $55.5M | 0.04% | +92,100+460.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 111,670 | $55.2M | 2.58% | −4,380−3.8% | Reduced |
| Lido Advisors, LLC | 111,167 | $55.0M | 0.49% | −6,368−5.4% | Reduced |
| Polar Capital Holdings Plc | 111,043 | $54.9M | 0.33% | +111,043 | New |
| Yousif Capital Management, LLC | 110,928 | $54.9M | 0.61% | −2,541−2.2% | Reduced |
| State of Alaska, Department of Revenue | 110,911 | $54.9M | 0.62% | +480+0.4% | Added |
| Credential Qtrade Securities Inc. | 110,783 | $54.8M | 2.94% | +7,161+6.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 110,338 | $54.6M | 0.21% | +12,260+12.5% | Added |
| UniSuper Management Pty Ltd | 109,957 | $54.4M | 0.52% | −14,608−11.7% | Reduced |
| Premier Fund Managers Ltd | 110,000 | $54.3M | 2.15% | +60,000+120.0% | Added |
| GWM Advisors LLC | 109,202 | $54.0M | 0.47% | −4,642−4.1% | Reduced |
| Samlyn Capital, LLC | 108,929 | $53.9M | 0.94% | +108,929 | New |
| Cullen/Frost Bankers, Inc. | 108,402 | $53.6M | 0.79% | −1,199−1.1% | Reduced |
| Morningstar Investment Services LLC | 108,105 | $53.3M | 0.59% | −113,245−51.2% | Reduced |
| Adams Diversified Equity Fund, Inc. | 107,700 | $53.3M | 1.89% | +17,100+18.9% | Added |
| Martingale Asset Management L P | 107,429 | $53.1M | 1.06% | −675−0.6% | Reduced |
| Bridges Investment Management Inc | 106,830 | $52.8M | 1.65% | −1,679−1.5% | Reduced |
| Quintet Private Bank (Europe) S.A. | 93,262 | $52.7M | 2.35% | −13,033−12.3% | Reduced |
| Umb Bank N A | 105,774 | $52.3M | 0.83% | −24,755−19.0% | Reduced |
| Donaldson Capital Management, LLC | 104,067 | $51.5M | 2.14% | +158+0.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 102,948 | $50.9M | 2.80% | +2,377+2.4% | Added |
| Hardman Johnston Global Advisors LLC | 102,634 | $50.8M | 1.75% | +3,085+3.1% | Added |
| Zacks Investment Management | 102,582 | $50.7M | 0.54% | −19,003−15.6% | Reduced |
| Kestra Advisory Services, LLC | 101,266 | $50.1M | 0.34% | +6,030+6.3% | Added |
| Heritage Wealth Advisors | 100,781 | $49.9M | 2.28% | +6,626+7.0% | Added |