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, Q2 2024
Institutional positions in UnitedHealth Group Inc as of Jun 30, 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
- 3,407
- +69 vs. Q1 2024
- Shares held
- 809.4M
- +7.94M (+1.0%) vs. Q1 2024
- Total value
- $411.9B
- +$15.8B (+4.0%) vs. Q1 2024
- New holders
- 220
- 1,519 more added
- Sold out
- 151
- 1,333 more reduced
47 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 83,948,358 | $42.8B | 0.82% | −456,897−0.5% | Reduced |
| BlackRock Inc. | 73,428,872 | $37.4B | 0.85% | −241,661−0.3% | Reduced |
| State Street Corp | 44,976,548 | $22.9B | 1.00% | −722,705−1.6% | Reduced |
| FMR LLC | 32,697,703 | $16.7B | 1.07% | −2,970,654−8.3% | Reduced |
| Capital World Investors | 28,023,012 | $14.3B | 2.33% | −298,817−1.1% | Reduced |
| Price T Rowe Associates Inc | 26,020,604 | $13.3B | 1.59% | −42,324−0.2% | Reduced |
| Wellington Management Group LLP | 25,883,509 | $13.2B | 2.35% | +1,600,285+6.6% | Added |
| JPMorgan Chase & Co | 24,348,903 | $12.4B | 1.07% | +508,295+2.1% | Added |
| Morgan Stanley | 20,052,563 | $10.2B | 0.79% | −137,269−0.7% | Reduced |
| Geode Capital Management, LLC | 19,318,665 | $9.81B | 0.86% | +374,005+2.0% | Added |
| Capital Research Global Investors | 17,569,022 | $8.95B | 1.96% | +4,414,540+33.6% | Added |
| Capital International Investors | 13,319,705 | $6.78B | 1.40% | +1,815,104+15.8% | Added |
| Norges Bank | 11,710,175 | $5.96B | 0.89% | −281,789−2.3% | Reduced |
| Northern Trust Corp | 9,042,903 | $4.61B | 0.78% | −167,464−1.8% | Reduced |
| Royal Bank of Canada | 8,508,446 | $4.33B | 1.05% | −351,331−4.0% | Reduced |
| Wells Fargo & Company | 8,169,197 | $4.16B | 1.07% | +103,843+1.3% | Added |
| Bank of New York Mellon Corp | 8,039,601 | $4.09B | 0.78% | +35,533+0.4% | Added |
| Alliancebernstein L.P. | 7,920,285 | $4.03B | 1.41% | −2,494,658−24.0% | Reduced |
| Franklin Resources Inc | 7,868,116 | $4.01B | 1.23% | +392,679+5.3% | Added |
| Nuveen Asset Management, LLC | 7,488,572 | $3.81B | 1.11% | +225,498+3.1% | Added |
| Bank of America Corp | 6,694,225 | $3.41B | 0.33% | −2,752,928−29.1% | Reduced |
| Charles Schwab Investment Management Inc | 6,499,810 | $3.31B | 0.63% | +120,777+1.9% | Added |
| Legal & General Group Plc | 6,367,712 | $3.24B | 0.92% | −398,121−5.9% | Reduced |
| UBS Asset Management Americas Inc | 6,319,538 | $3.22B | 0.92% | +885,242+16.3% | Added |
| UBS Group AG | 6,127,747 | $3.12B | 0.96% | +1,330,052+27.7% | Added |
| Invesco Ltd. | 5,319,489 | $2.71B | 0.57% | −21,592−0.4% | Reduced |
| Sanders Capital, LLC | 5,189,684 | $2.64B | 4.05% | +159,346+3.2% | Added |
| Janus Henderson Group PLC | 4,969,327 | $2.53B | 1.36% | −347,342−6.5% | Reduced |
| Clearbridge Investments, LLC | 4,941,432 | $2.52B | 2.04% | −312,365−5.9% | Reduced |
| Goldman Sachs Group Inc | 4,934,030 | $2.51B | 0.49% | −501,861−9.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 4,796,211 | $2.44B | 1.54% | +275,309+6.1% | Added |
| Deutsche Bank AG | 4,126,362 | $2.10B | 0.95% | +24,651+0.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,932,204 | $2.00B | 2.20% | +2,463,852+167.8% | Added |
| Dodge & Cox | 3,921,445 | $2.00B | 1.20% | −24,560−0.6% | Reduced |
| Dimensional Fund Advisors LP | 3,816,254 | $1.94B | 0.51% | +880,183+30.0% | Added |
| Amundi | 3,936,631 | $1.93B | 0.74% | +645,238+19.6% | Added |
| Ameriprise Financial Inc | 3,772,487 | $1.92B | 0.52% | +21,149+0.6% | Added |
| Barclays PLC | 3,165,174 | $1.61B | 0.74% | −727,141−18.7% | Reduced |
| Canada Pension Plan Investment Board | 3,129,749 | $1.59B | 1.57% | +504,461+19.2% | Added |
| Fisher Asset Management, LLC | 3,090,070 | $1.57B | 0.68% | +117,603+4.0% | Added |
| HSBC Holdings PLC | 2,908,733 | $1.47B | 0.95% | +266,495+10.1% | Added |
| Swiss National Bank | 2,729,861 | $1.39B | 0.96% | −40,000−1.4% | Reduced |
| California Public Employees Retirement System | 2,674,215 | $1.36B | 1.00% | −300,831−10.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,655,167 | $1.35B | 1.65% | +348,438+15.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,596,411 | $1.32B | 0.98% | −124,968−4.6% | Reduced |
| Lazard Asset Management LLC | 2,517,221 | $1.28B | 1.61% | +468,627+22.9% | Added |
| Orbis Allan Gray Ltd | 2,353,564 | $1.20B | 7.47% | +541,705+29.9% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 2,347,600 | $1.20B | 5.53% | +2,347,600 | New |
| Swedbank AB | 2,336,815 | $1.19B | 1.59% | +77,948+3.5% | Added |
| Eagle Capital Management LLC | 2,292,957 | $1.17B | 4.33% | +687,328+42.8% | Added |
| Manufacturers Life Insurance Company, The | 2,266,194 | $1.15B | 1.08% | −107,234−4.5% | Reduced |
| Bank of Montreal | 2,259,562 | $1.15B | 0.58% | +4,012+0.2% | Added |
| Polen Capital Management LLC | 2,249,052 | $1.15B | 2.87% | −144,729−6.0% | Reduced |
| American Century Companies Inc | 2,224,580 | $1.13B | 0.69% | −789,151−26.2% | Reduced |
| Mawer Investment Management Ltd. | 2,200,696 | $1.12B | 5.31% | +25,895+1.2% | Added |
| Envestnet Asset Management Inc | 2,134,151 | $1.09B | 0.38% | +135,329+6.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,982,532 | $1.01B | 3.41% | +171,215+9.5% | Added |
| Sustainable Growth Advisers, LP | 1,959,605 | $997.9M | 4.41% | +4,527+0.2% | Added |
| Bessemer Group Inc | 1,926,354 | $981.0M | 1.73% | +225,177+13.2% | Added |
| TD Asset Management Inc | 1,926,137 | $980.9M | 0.91% | −54,498−2.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,826,349 | $930.1M | 0.82% | −339,830−15.7% | Reduced |
| Fiera Capital Corp | 1,805,279 | $919.4M | 2.85% | −184,999−9.3% | Reduced |
| 1832 Asset Management L.P. | 1,797,607 | $915.4M | 1.66% | +192,128+12.0% | Added |
| Veritas Asset Management LLP | 1,790,360 | $911.8M | 6.90% | −30,465−1.7% | Reduced |
| Raymond James & Associates | 1,774,308 | $903.6M | 0.59% | +18,518+1.1% | Added |
| Vontobel Holding Ltd. | 1,747,156 | $889.8M | 2.89% | +1,537,464+733.2% | Added |
| Allianz Asset Management GmbH | 1,726,316 | $879.1M | 1.42% | +146,126+9.2% | Added |
| Stifel Financial Corp | 1,698,517 | $865.1M | 0.97% | −23,540−1.4% | Reduced |
| Ensign Peak Advisors, Inc | 1,685,447 | $858.3M | 1.57% | +45,481+2.8% | Added |
| Rhumbline Advisers | 1,663,233 | $847.0M | 0.80% | −95,060−5.4% | Reduced |
| First Manhattan Co | 1,625,891 | $828.0M | 2.66% | −85,922−5.0% | Reduced |
| Farallon Capital Management, L.L.C. | 1,618,200 | $824.1M | 4.86% | −83,210−4.9% | Reduced |
| Principal Financial Group Inc | 1,598,157 | $813.9M | 0.48% | +1,816+0.1% | Added |
| California State Teachers Retirement System | 1,488,819 | $758.2M | 0.93% | −9,410−0.6% | Reduced |
| National Pension Service | 1,482,074 | $754.8M | 0.87% | +24,776+1.7% | Added |
| Royal London Asset Management Ltd | 1,461,084 | $744.1M | 1.90% | −134,158−8.4% | Reduced |
| Fayez Sarofim & Co | 1,455,185 | $741.1M | 2.00% | +69,546+5.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,333,283 | $737.9M | 2.82% | −78,217−5.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,496,502 | $732.3M | 1.37% | −34,960−2.3% | Reduced |
| Boston Partners | 1,434,197 | $730.5M | 0.91% | +389,669+37.3% | Added |
| Macquarie Group Ltd | 1,417,783 | $722.0M | 0.83% | −99,909−6.6% | Reduced |
| Citigroup Inc | 1,395,809 | $710.8M | 0.68% | +65,230+4.9% | Added |
| New York State Common Retirement Fund | 1,387,561 | $706.6M | 0.93% | −32,402−2.3% | Reduced |
| FIL Ltd | 1,363,216 | $694.2M | 0.69% | +130,003+10.5% | Added |
| Schroder Investment Management Group | 1,318,331 | $671.4M | 0.74% | −101,021−7.1% | Reduced |
| Standard Life Aberdeen plc | 1,262,127 | $642.8M | 1.23% | +28,967+2.3% | Added |
| The PNC Financial Services Group, Inc. | 1,227,333 | $625.0M | 0.42% | −17,044−1.4% | Reduced |
| Millennium Management LLC | 1,222,399 | $622.5M | 0.51% | +999,649+448.8% | Added |
| WCM Investment Management, LLC | 1,217,243 | $592.1M | 1.40% | +6,695+0.6% | Added |
| CI Private Wealth, LLC | 1,144,118 | $582.6M | 1.02% | +58,163+5.4% | Added |
| US Bancorp | 1,124,497 | $572.7M | 0.78% | +5,342+0.5% | Added |
| National Bank of Canada | 1,111,876 | $549.9M | 0.87% | +164,055+17.3% | Added |
| Great West Life Assurance Co | 1,066,754 | $543.6M | 1.02% | −74,063−6.5% | Reduced |
| Longview Partners (Guernsey) LTD | 1,030,978 | $525.0M | 3.90% | −137,810−11.8% | Reduced |
| Allen Investment Management LLC | 1,024,637 | $521.8M | 6.34% | +167,240+19.5% | Added |
| Russell Investments Group, Ltd. | 1,024,515 | $520.0M | 0.84% | −50,614−4.7% | Reduced |
| D. E. Shaw & Co., Inc. | 1,020,596 | $519.7M | 0.73% | +291,813+40.0% | Added |
| Capital Wealth Planning, LLC | 1,016,952 | $517.9M | 5.43% | +39,713+4.1% | Added |
| Aviva PLC | 1,015,089 | $516.9M | 1.43% | +38,867+4.0% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 983,826 | $501.0M | 7.81% | −44,037−4.3% | Reduced |