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, 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 | 3,395 | $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, 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 |
|---|---|---|---|---|---|
| Jensen Investment Management Inc | 966,191 | $492.0M | 4.03% | −394,320−29.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 959,070 | $488.4M | 0.90% | +128,078+15.4% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 944,317 | $480.9M | 3.90% | +944,317 | New |
| KBC Group NV | 911,528 | $464.2M | 1.40% | +177,580+24.2% | Added |
| State Board of Administration of Florida Retirement System | 902,918 | $459.8M | 0.91% | −124,651−12.1% | Reduced |
| Truist Financial Corp | 898,406 | $457.5M | 0.70% | +286,122+46.7% | Added |
| Baillie Gifford & Co | 894,006 | $455.3M | 0.35% | +821,050+1,125.4% | Added |
| DekaBank Deutsche Girozentrale | 931,194 | $455.0M | 0.82% | +5,405+0.6% | Added |
| Magellan Asset Management Ltd | 891,277 | $453.9M | 4.32% | +8,547+1.0% | Added |
| Guardcap Asset Management Ltd | 882,618 | $449.5M | 6.42% | −116,303−11.6% | Reduced |
| New York State Teachers Retirement System | 881,956 | $449.1M | 0.95% | −41,124−4.5% | Reduced |
| Prudential Financial Inc | 873,894 | $445.0M | 0.67% | −104,036−10.6% | Reduced |
| Neuberger Berman Group LLC | 873,213 | $444.7M | 0.37% | −102,971−10.5% | Reduced |
| Handelsbanken Fonder AB | 868,050 | $442.1M | 1.92% | +28,615+3.4% | Added |
| Epoch Investment Partners, Inc. | 865,777 | $440.9M | 2.01% | +84,167+10.8% | Added |
| StonePine Asset Management Inc. | 859,232 | $437.6M | 4.64% | +288,111+50.4% | Added |
| APG Asset Management N.V. | 913,149 | $433.9M | 0.77% | −52,918−5.5% | Reduced |
| Pictet Asset Management Holding SA | 845,998 | $430.8M | 0.49% | −39,869−4.5% | Reduced |
| Mairs & Power Inc | 844,815 | $430.2M | 4.16% | +28,289+3.5% | Added |
| LPL Financial LLC | 830,997 | $423.2M | 0.21% | +38,479+4.9% | Added |
| BNP Paribas Arbitrage, SA | 822,391 | $418.8M | 0.45% | −265,595−24.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 814,000 | $414.5M | 0.59% | +19,266+2.4% | Added |
| Public Employees Retirement Association of Colorado | 808,134 | $411.6M | 1.72% | −3,854−0.5% | Reduced |
| Ci Investments Inc. | 793,357 | $404.0M | 1.59% | −93,506−10.5% | Reduced |
| Nordea Investment Management AB | 778,600 | $389.7M | 0.46% | −903,204−53.7% | Reduced |
| Citadel Advisors LLC | 765,077 | $389.6M | 0.38% | +368,088+92.7% | Added |
| Assenagon Asset Management S.A. | 760,393 | $387.2M | 0.96% | +385,058+102.6% | Added |
| Veritas Investment Partners (UK) Ltd. | 724,295 | $368.8M | 6.93% | +110,315+18.0% | Added |
| Korea Investment CORP | 707,161 | $360.1M | 0.91% | −48,442−6.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 700,864 | $356.9M | 1.22% | +23,129+3.4% | Added |
| Brown Advisory Inc | 698,192 | $355.6M | 0.46% | +21,660+3.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 677,850 | $345.2M | 1.10% | −20,957−3.0% | Reduced |
| Menora Mivtachim Holdings Ltd. | 677,428 | $345.0M | 2.34% | +2,394+0.4% | Added |
| Nomura Asset Management Co Ltd | 671,125 | $341.1M | 1.16% | +85,626+14.6% | Added |
| Natixis Advisors, L.P. | 669,420 | $340.9M | 0.74% | +129,468+24.0% | Added |
| Mackenzie Financial Corp | 666,560 | $339.5M | 0.50% | −8,428−1.2% | Reduced |
| Jarislowsky, Fraser Ltd | 654,348 | $333.2M | 2.02% | −752−0.1% | Reduced |
| William Blair Investment Management, LLC | 649,419 | $330.7M | 0.87% | −327,927−33.6% | Reduced |
| Loomis Sayles & Co L P | 649,252 | $330.6M | 0.46% | +80,986+14.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 641,263 | $326.6M | 0.78% | +2,637+0.4% | Added |
| Danske Bank A/S | 640,578 | $326.2M | 1.20% | −72,327−10.1% | Reduced |
| Jane Street Group, LLC | 636,700 | $324.2M | 0.35% | +508,317+395.9% | Added |
| Provident Trust Co | 629,681 | $320.7M | 5.95% | +2,471+0.4% | Added |
| Victory Capital Management Inc | 629,617 | $320.6M | 0.32% | −156,033−19.9% | Reduced |
| HighTower Advisors, LLC | 611,800 | $312.2M | 0.48% | −19,349−3.1% | Reduced |
| Lord, Abbett & Co. LLC | 606,600 | $308.9M | 1.01% | −5,154−0.8% | Reduced |
| Toronto Dominion Bank | 588,814 | $299.9M | 0.48% | −53,045−8.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 580,216 | $295.5M | 0.96% | −19,434−3.2% | Reduced |
| Findlay Park Partners LLP | 565,726 | $288.1M | 2.71% | −4,300−0.8% | Reduced |
| SEI Investments Co | 549,236 | $279.7M | 0.40% | −150,848−21.5% | Reduced |
| Storebrand Asset Management AS | 542,705 | $276.4M | 0.92% | −1,583−0.3% | Reduced |
| Los Angeles Capital Management LLC | 539,835 | $274.9M | 0.98% | −41,037−7.1% | Reduced |
| AXA S.A. | 537,752 | $273.9M | 0.81% | −205,142−27.6% | Reduced |
| First Trust Advisors LP | 536,810 | $273.4M | 0.28% | −6,394−1.2% | Reduced |
| State of Wisconsin Investment Board | 527,141 | $268.5M | 0.71% | −2,483−0.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 523,750 | $266.7M | 0.57% | −390,006−42.7% | Reduced |
| Fort Washington Investment Advisors Inc | 516,181 | $262.9M | 1.71% | −12,807−2.4% | Reduced |
| Susquehanna International Group, LLP | 513,789 | $261.7M | 0.46% | +125,394+32.3% | Added |
| Winslow Capital Management, LLC | 505,231 | $257.3M | 0.93% | −815,887−61.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 500,456 | $254.9M | 0.66% | −106,483−17.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 499,464 | $254.3M | 2.71% | +21,858+4.6% | Added |
| Mariner, LLC | 498,353 | $253.8M | 0.49% | +20,702+4.3% | Added |
| M&G Plc | 490,926 | $249.9M | 1.48% | +6,657+1.4% | Added |
| Credit Agricole S A | 488,379 | $248.7M | 1.53% | +417,882+592.8% | Added |
| Asset Management One Co.,Ltd. | 479,996 | $244.4M | 0.94% | +2,433+0.5% | Added |
| STRS Ohio | 478,394 | $243.6M | 0.96% | −82,865−14.8% | Reduced |
| USS Investment Management Ltd | 472,480 | $240.6M | 1.93% | +16,944+3.7% | Added |
| Fifth Third Bancorp | 470,724 | $239.7M | 0.91% | −15,408−3.2% | Reduced |
| Cincinnati Financial Corp | 468,822 | $238.8M | 5.14% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 464,548 | $236.6M | 1.43% | −105,919−18.6% | Reduced |
| Harding Loevner LP | 461,012 | $234.8M | 1.30% | −15,158−3.2% | Reduced |
| Perpetual Ltd | 459,008 | $233.8M | 2.54% | +23,887+5.5% | Added |
| Candriam Luxembourg S.C.A. | 450,366 | $229.3M | 1.39% | +58,014+14.8% | Added |
| Cresset Asset Management, LLC | 449,091 | $228.7M | 0.97% | +37,162+9.0% | Added |
| Caisse de Depot Et Placement du Quebec | 448,216 | $228.3M | 0.55% | −119,866−21.1% | Reduced |
| Cerity Partners LLC | 444,584 | $226.4M | 0.61% | +48,400+12.2% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 441,795 | $225.0M | 0.86% | −919,412−67.5% | Reduced |
| Public Sector Pension Investment Board | 436,747 | $222.4M | 1.41% | +91,022+26.3% | Added |
| Route One Investment Company, L.P. | 435,600 | $221.8M | 8.44% | +52,350+13.7% | Added |
| AustralianSuper Pty Ltd | 432,828 | $220.4M | 1.27% | +52,484+13.8% | Added |
| Haverford Trust Co | 431,170 | $219.6M | 2.31% | −17,355−3.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 429,848 | $218.9M | 1.05% | −100,742−19.0% | Reduced |
| Natixis | 429,026 | $218.5M | 1.38% | +71,091+19.9% | Added |
| Scotia Capital Inc. | 426,708 | $217.3M | 1.27% | +3,041+0.7% | Added |
| Public Employees Retirement System of Ohio | 422,809 | $215.3M | 0.84% | −39,573−8.6% | Reduced |
| Baird Financial Group, Inc. | 422,722 | $215.3M | 0.45% | −40,457−8.7% | Reduced |
| Treasurer of the State of North Carolina | 422,058 | $214.9M | 0.91% | −21,794−4.9% | Reduced |
| Focused Investors LLC | 417,250 | $212.5M | 6.90% | +40,600+10.8% | Added |
| SG Americas Securities, LLC | 416,124 | $211.9M | 1.34% | +297,130+249.7% | Added |
| Retirement Systems of Alabama | 413,766 | $210.7M | 0.82% | −13,719−3.2% | Reduced |
| First Eagle Investment Management, LLC | 411,381 | $209.5M | 0.47% | +372,701+963.5% | Added |
| Voya Investment Management LLC | 407,372 | $207.5M | 0.20% | −40,210−9.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 405,997 | $206.8M | 0.49% | +1,344+0.3% | Added |
| Unisphere Establishment | 400,000 | $203.7M | 2.05% | −28,000−6.5% | Reduced |
| Waverton Investment Management Ltd | 397,201 | $202.3M | 3.81% | +37,741+10.5% | Added |
| Fiduciary Management Inc | 395,139 | $201.2M | 1.87% | −22,462−5.4% | Reduced |
| Bank of Nova Scotia | 394,482 | $200.9M | 0.39% | +232,220+143.1% | Added |
| Blair William & Co | 389,740 | $198.5M | 0.61% | +6,912+1.8% | Added |
| Allspring Global Investments Holdings, LLC | 387,188 | $197.2M | 0.32% | −18,784−4.6% | Reduced |
| Mercer Global Advisors Inc | 388,540 | $197.0M | 0.54% | +63,742+19.6% | Added |