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 |
|---|---|---|---|---|---|
| Capital Advisors Inc | 100,228 | $49.6M | 1.06% | −7,267−6.8% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 100,160 | $49.5M | 1.17% | +57,480+134.7% | Added |
| First Long Island Investors, LLC | 100,159 | $49.5M | 4.13% | +6,785+7.3% | Added |
| Petrus Trust Company, LTA | 99,744 | $49.3M | 4.46% | +14,779+17.4% | Added |
| Smith Chas P & Associates Pa Cpas | 99,509 | $49.2M | 2.97% | +1,830+1.9% | Added |
| Park West Asset Management LLC | 98,200 | $48.6M | 3.64% | +39,500+67.3% | Added |
| Marshall Wace, LLP | 96,058 | $47.5M | 0.08% | −152,100−61.3% | Reduced |
| Guggenheim Capital LLC | 95,820 | $47.4M | 0.34% | +12,890+15.5% | Added |
| Rafferty Asset Management, LLC | 95,456 | $47.2M | 0.18% | +1,308+1.4% | Added |
| Alta Capital Management LLC | 94,902 | $46.9M | 2.90% | +3,207+3.5% | Added |
| Brinker Capital Investments, LLC | 93,229 | $46.1M | 0.49% | +1,504+1.6% | Added |
| Orion Portfolio Solutions, LLC | 93,229 | $46.1M | 0.49% | +1,504+1.6% | Added |
| Coronation Fund Managers Ltd. | 93,136 | $46.1M | 1.25% | +16,753+21.9% | Added |
| Gradient Investments LLC | 92,695 | $45.9M | 1.06% | +8,417+10.0% | Added |
| AE Wealth Management LLC | 92,138 | $45.6M | 0.52% | −62,292−40.3% | Reduced |
| Davis R M Inc | 91,121 | $45.1M | 0.94% | +4,282+4.9% | Added |
| Unigestion Holding SA | 90,957 | $45.0M | 2.20% | +11,777+14.9% | Added |
| Assetmark, Inc | 90,093 | $44.6M | 0.14% | +6,924+8.3% | Added |
| Davis Selected Advisers | 89,853 | $44.5M | 0.25% | −18,478−17.1% | Reduced |
| Ziegler Capital Management, LLC | 89,244 | $44.1M | 1.69% | −981−1.1% | Reduced |
| Fred Alger Management, LLC | 89,077 | $44.1M | 0.22% | −274,368−75.5% | Reduced |
| Whittier Trust Co | 88,799 | $43.9M | 0.64% | +880+1.0% | Added |
| Prudential PLC | 88,663 | $43.9M | 0.36% | +30,662+52.9% | Added |
| Chilton Investment Co LLC | 88,257 | $43.7M | 1.20% | +28,935+48.8% | Added |
| Cambridge Trust Co | 88,210 | $43.6M | 1.65% | +3,707+4.4% | Added |
| Provident Investment Management, Inc. | 88,039 | $43.6M | 3.84% | +87+0.1% | Added |
| Clal Insurance Enterprises Holdings Ltd | 88,000 | $43.5M | 0.49% | +86,500+5,766.7% | Added |
| CWM, LLC | 87,825 | $43.4M | 0.21% | +7,356+9.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 87,804 | $43.4M | 2.56% | +3,410+4.0% | Added |
| RMB Capital Management, LLC | 87,489 | $43.3M | 0.99% | +32,593+59.4% | Added |
| Abn Amro Investment Solutions | 87,294 | $43.2M | 0.75% | −25,440−22.6% | Reduced |
| Advisors Capital Management, LLC | 87,291 | $43.2M | 0.79% | +4,867+5.9% | Added |
| Northwest & Ethical Investments L.P. | 87,071 | $43.1M | 1.24% | −1,264−1.4% | Reduced |
| Commerzbank Aktiengesellschaft | 86,923 | $43.0M | 1.43% | +8,264+10.5% | Added |
| Silvant Capital Management LLC | 84,623 | $41.9M | 2.00% | +504+0.6% | Added |
| Elo Mutual Pension Insurance Co | 84,512 | $41.8M | 0.98% | +3,640+4.5% | Added |
| O'Shaughnessy Asset Management, LLC | 84,331 | $41.7M | 0.46% | +149+0.2% | Added |
| Sit Investment Associates Inc | 83,557 | $41.3M | 0.95% | +590+0.7% | Added |
| Aureus Asset Management, LLC | 82,926 | $41.0M | 2.80% | −120−0.1% | Reduced |
| Hantz Financial Services, Inc. | 82,476 | $40.8M | 0.80% | −8,900−9.7% | Reduced |
| NS Partners Ltd | 81,696 | $40.4M | 1.86% | −3,897−4.6% | Reduced |
| Oppenheimer Asset Management Inc. | 81,201 | $40.2M | 0.59% | −22,287−21.5% | Reduced |
| United Capital Financial Advisers, LLC | 81,175 | $40.2M | 0.33% | −10,390−11.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 81,033 | $40.1M | 2.02% | +2,553+3.3% | Added |
| Atria Investments LLC | 80,966 | $40.0M | 0.55% | −3,002−3.6% | Reduced |
| Conning Inc. | 81,047 | $40.0M | 1.31% | +67,102+481.2% | Added |
| JustInvest LLC | 80,250 | $39.7M | 0.85% | +4,648+6.1% | Added |
| EP Wealth Advisors, LLC | 79,538 | $39.3M | 0.46% | +35,198+79.4% | Added |
| Magnetar Financial LLC | 79,341 | $39.2M | 0.88% | +79,341 | New |
| Oregon Public Employees Retirement Fund | 79,062 | $39.1M | 0.78% | −23,324−22.8% | Reduced |
| Crake Asset Management LLP | 78,996 | $39.1M | 3.94% | −205,916−72.3% | Reduced |
| Gulf International Bank (UK) Ltd | 78,020 | $38.6M | 0.97% | +430+0.6% | Added |
| Stephens Inc | 77,595 | $38.4M | 0.60% | −823−1.0% | Reduced |
| Bailard, Inc. | 77,475 | $38.3M | 1.06% | −1,186−1.5% | Reduced |
| Chilton Capital Management LLC | 77,245 | $38.2M | 1.81% | +1,693+2.2% | Added |
| Ethic Inc. | 77,023 | $38.1M | 0.96% | +4,627+6.4% | Added |
| TownSquare Capital, LLC | 76,231 | $37.7M | 0.55% | +2,589+3.5% | Added |
| Rockland Trust Co | 75,640 | $37.4M | 1.97% | +6,003+8.6% | Added |
| Flputnam Investment Management Co | 75,264 | $37.2M | 0.79% | −2,078−2.7% | Reduced |
| Quantinno Capital Management LP | 75,135 | $37.2M | 0.81% | +34,829+86.4% | Added |
| Alpha Cubed Investments, LLC | 74,244 | $36.7M | 1.92% | +10,581+16.6% | Added |
| National Philanthropic Trust | 73,906 | $36.6M | 0.80% | −2,378−3.1% | Reduced |
| Baillie Gifford & Co | 72,956 | $36.1M | 0.03% | −3,803−5.0% | Reduced |
| Central Trust Co | 72,113 | $35.7M | 0.89% | −282−0.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 71,961 | $35.6M | 0.50% | +11,089+18.2% | Added |
| Douglas Lane & Associates, LLC | 71,885 | $35.6M | 0.50% | +8,611+13.6% | Added |
| Exencial Wealth Advisors, LLC | 71,302 | $35.3M | 1.32% | +11,204+18.6% | Added |
| Worldquant Millennium Advisors LLC | 71,273 | $35.3M | 0.44% | +12,935+22.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 71,133 | $35.2M | 0.08% | −751−1.0% | Reduced |
| Maryland State Retirement & Pension System | 72,689 | $35.1M | 0.70% | +469+0.6% | Added |
| Illinois Municipal Retirement Fund | 70,749 | $35.0M | 0.53% | −257−0.4% | Reduced |
| Fiduciary Trust Co | 70,359 | $34.8M | 0.53% | +490+0.7% | Added |
| Credit Agricole S A | 70,497 | $34.8M | 0.59% | +29,124+70.4% | Added |
| Kentucky Retirement Systems | 70,242 | $34.7M | 1.04% | −3,762−5.1% | Reduced |
| Peapack Gladstone Financial Corp | 70,070 | $34.7M | 0.54% | +5,777+9.0% | Added |
| OrbiMed Advisors LLC | 70,000 | $34.6M | 0.68% | 00.0% | Unchanged |
| River Road Asset Management, LLC | 69,908 | $34.6M | 0.47% | −2,800−3.9% | Reduced |
| WestEnd Advisors, LLC | 69,743 | $34.5M | 0.89% | −1,480−2.1% | Reduced |
| MBB Public Markets I LLC | 69,645 | $34.5M | 2.20% | −24,363−25.9% | Reduced |
| Acadian Asset Management LLC | 69,338 | $34.3M | 0.12% | −5,995−8.0% | Reduced |
| South Dakota Investment Council | 69,086 | $34.2M | 0.71% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 69,062 | $34.2M | 1.16% | +1,342+2.0% | Added |
| Wealthfront Advisers LLC | 68,954 | $34.1M | 0.12% | −7,493−9.8% | Reduced |
| Andra AP-fonden | 68,900 | $34.1M | 0.61% | +32,600+89.8% | Added |
| Eagle Ridge Investment Management | 68,281 | $33.8M | 3.11% | −306−0.4% | Reduced |
| Chartwell Investment Partners, LLC | 68,068 | $33.7M | 1.16% | +16,574+32.2% | Added |
| Cubist Systematic Strategies, LLC | 67,896 | $33.6M | 0.38% | +64,214+1,744.0% | Added |
| Auxier Asset Management | 67,235 | $33.3M | 5.06% | −187−0.3% | Reduced |
| Port Capital LLC | 67,035 | $33.2M | 1.66% | −2,374−3.4% | Reduced |
| Congress Asset Management Co | 66,498 | $32.9M | 0.23% | −171,127−72.0% | Reduced |
| Polaris Capital Management, LLC | 66,352 | $32.8M | 1.64% | −7,800−10.5% | Reduced |
| Raymond James Trust N.A. | 66,121 | $32.7M | 0.79% | −1,432−2.1% | Reduced |
| Shell Asset Management Co | 63,909 | $32.5M | 1.48% | −16,241−20.3% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 65,744 | $32.5M | 0.72% | +65,744 | New |
| Todd Asset Management LLC | 65,459 | $32.4M | 0.66% | −5,148−7.3% | Reduced |
| Heritage Investors Management Corp | 65,356 | $32.3M | 1.14% | +1,412+2.2% | Added |
| Galvin, Gaustad & Stein, LLC | 64,434 | $31.9M | 2.93% | +1,418+2.3% | Added |
| Suncoast Equity Management | 64,402 | $31.9M | 3.74% | +1,872+3.0% | Added |
| AltraVue Capital, LLC | 64,130 | $31.7M | 3.44% | +3,240+5.3% | Added |
| Bokf, NA | 64,360 | $31.5M | 0.57% | −9,167−12.5% | Reduced |