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 |
|---|---|---|---|---|---|
| Tredje AP-fonden | 381,905 | $194.5M | 1.88% | +55,500+17.0% | Added |
| CIBC World Markets Corp | 375,691 | $191.3M | 1.26% | +73,981+24.5% | Added |
| Steadfast Capital Management LP | 369,366 | $188.1M | 4.48% | +369,366 | New |
| Mn Services Vermogensbeheer B.V. | 366,100 | $186.4M | 1.35% | −8,500−2.3% | Reduced |
| Rockefeller Capital Management L.P. | 361,524 | $184.1M | 0.52% | +3,218+0.9% | Added |
| Marshall Wace, LLP | 360,859 | $183.8M | 0.26% | +264,801+275.7% | Added |
| Penserra Capital Management LLC | 359,000 | $182.8M | 2.31% | +29,352+8.9% | Added |
| CIBC Asset Management Inc | 357,823 | $182.2M | 0.65% | −12,497−3.4% | Reduced |
| Evercore Wealth Management, LLC | 352,108 | $179.3M | 2.82% | +9,843+2.9% | Added |
| Carmignac Gestion | 348,152 | $177.3M | 3.04% | +348,152 | New |
| State of Tennessee, Treasury Department | 344,983 | $175.7M | 0.65% | −26,322−7.1% | Reduced |
| APG Asset Management US Inc. | 351,983 | $174.1M | 1.00% | +17,747+5.3% | Added |
| State of New Jersey Common Pension Fund D | 338,926 | $172.6M | 0.75% | −189,467−35.9% | Reduced |
| Intech Investment Management LLC | 337,254 | $171.7M | 2.13% | +3,348+1.0% | Added |
| Great Lakes Advisors, LLC | 330,128 | $168.1M | 1.49% | +30,938+10.3% | Added |
| CapitalatWork S.A. | 328,743 | $167.4M | 5.62% | −16,851−4.9% | Reduced |
| Davenport & Co LLC | 330,702 | $166.8M | 1.06% | +56,995+20.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 325,604 | $165.8M | 1.96% | +7,918+2.5% | Added |
| Commonwealth Equity Services, LLC | 321,090 | $163.5M | 0.26% | +11,761+3.8% | Added |
| Manning & Napier Advisors LLC | 317,514 | $161.7M | 1.83% | +317,514 | New |
| Janney Montgomery Scott LLC | 316,464 | $161.2M | 0.49% | −6,307−2.0% | Reduced |
| Brown Brothers Harriman & Co | 314,888 | $160.4M | 1.21% | −587−0.2% | Reduced |
| Banque Pictet & Cie SA | 314,051 | $159.9M | 1.64% | +65,629+26.4% | Added |
| Balyasny Asset Management LLC | 313,860 | $159.8M | 0.41% | −5,447−1.7% | Reduced |
| Bridges Investment Management Inc | 307,733 | $156.7M | 2.38% | +200,903+188.1% | Added |
| Calamos Advisors LLC | 303,514 | $154.6M | 0.75% | −11,974−3.8% | Reduced |
| SRS Investment Management, LLC | 300,194 | $152.9M | 2.08% | +300,194 | New |
| Consulta Ltd | 300,000 | $152.8M | 10.41% | +50,000+20.0% | Added |
| Resona Asset Management Co.,Ltd. | 301,362 | $152.7M | 0.92% | −18,198−5.7% | Reduced |
| Boston Trust Walden Corp | 296,720 | $151.1M | 1.12% | −9,435−3.1% | Reduced |
| Cooke & Bieler LP | 294,954 | $150.2M | 1.45% | +147,347+99.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 284,195 | $144.7M | 3.87% | +78,849+38.4% | Added |
| Comerica Bank | 281,592 | $143.4M | 0.60% | −8,688−3.0% | Reduced |
| Rock Springs Capital Management LP | 275,000 | $140.0M | 4.23% | +45,000+19.6% | Added |
| Point72 Asset Management, L.P. | 272,061 | $138.5M | 0.45% | +116,357+74.7% | Added |
| AQR Capital Management LLC | 276,270 | $136.9M | 0.21% | −76,497−21.7% | Reduced |
| Coho Partners, Ltd. | 268,342 | $136.7M | 4.77% | −57,971−17.8% | Reduced |
| Johnson Investment Counsel Inc | 268,033 | $136.5M | 1.44% | +1,363+0.5% | Added |
| Arizona State Retirement System | 267,298 | $136.1M | 0.91% | +1,875+0.7% | Added |
| Nisa Investment Advisors, LLC | 264,095 | $134.5M | 0.85% | −18,786−6.6% | Reduced |
| State of Michigan Retirement System | 263,719 | $134.3M | 0.69% | +1,300+0.5% | Added |
| Mondrian Investment Partners LTD | 231,500 | $133.4M | 2.05% | +17,164+8.0% | Added |
| TCW Group Inc | 260,232 | $132.5M | 1.18% | +11,529+4.6% | Added |
| Ninety One UK Ltd | 260,001 | $132.4M | 0.37% | −50,538−16.3% | Reduced |
| Walleye Trading LLC | 257,028 | $130.9M | 2.58% | +238,888+1,316.9% | Added |
| CCLA Investment Management Ltd | 266,593 | $129.9M | 2.00% | +2,657+1.0% | Added |
| Eagle Asset Management Inc | 258,659 | $127.9M | 0.69% | +3,216+1.3% | Added |
| DnB Asset Management AS | 249,698 | $127.2M | 0.61% | +38,759+18.4% | Added |
| Pictet & Cie (Europe) SA | 249,351 | $127.0M | 3.10% | +35,409+16.6% | Added |
| MetLife Investment Management | 248,391 | $126.5M | 0.75% | −606−0.2% | Reduced |
| Actiam N.V. | 247,174 | $125.9M | 2.47% | +46,579+23.2% | Added |
| Capital Group Private Client Services, Inc. | 246,140 | $125.3M | 1.25% | −9,987−3.9% | Reduced |
| Advisor Group Holdings, Inc. | 245,594 | $125.2M | 0.30% | −48,223−16.4% | Reduced |
| ProShare Advisors LLC | 245,171 | $124.9M | 0.33% | +17,861+7.9% | Added |
| Nissay Asset Management Corp | 243,436 | $124.0M | 0.82% | +27,571+12.8% | Added |
| Sands Capital Management, LLC | 243,363 | $123.9M | 0.36% | +86,391+55.0% | Added |
| Teachers Retirement System of the State of Kentucky | 243,162 | $123.8M | 1.11% | −14,349−5.6% | Reduced |
| Teacher Retirement System of Texas | 241,571 | $123.0M | 0.70% | −16,758−6.5% | Reduced |
| Jennison Associates LLC | 240,506 | $122.5M | 0.08% | −3,464,264−93.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 235,489 | $120.0M | 0.12% | +1,121+0.5% | Added |
| Forsta Ap-Fonden | 235,000 | $119.7M | 1.06% | −22,500−8.7% | Reduced |
| Factory Mutual Insurance Co | 234,500 | $119.4M | 1.36% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 233,481 | $118.9M | 0.56% | +7,155+3.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 233,361 | $118.8M | 1.94% | −3,306−1.4% | Reduced |
| Bahl & Gaynor Inc | 231,997 | $118.1M | 0.66% | +4,682+2.1% | Added |
| Corebridge Financial, Inc. | 231,019 | $117.6M | 0.65% | +231,019 | New |
| Empower Advisory Group, LLC | 230,912 | $117.6M | 0.44% | +5,384+2.4% | Added |
| iA Global Asset Management Inc. | 230,608 | $117.4M | 2.24% | −22,913−9.0% | Reduced |
| Bristol John W & Co Inc | 229,492 | $116.9M | 1.89% | −5,134−2.2% | Reduced |
| HRT Financial LP | 229,385 | $116.8M | 0.66% | +178,342+349.4% | Added |
| Douglass Winthrop Advisors, LLC | 226,749 | $115.5M | 2.36% | +11,291+5.2% | Added |
| Pinnacle Financial Partners Inc | 229,346 | $114.9M | 2.46% | +827+0.4% | Added |
| Cetera Investment Advisers | 225,135 | $114.7M | 0.26% | −14,526−6.1% | Reduced |
| Milestone Resources Group Ltd | 225,114 | $114.6M | 3.93% | −835−0.4% | Reduced |
| Cincinnati Insurance Co | 220,081 | $112.1M | 1.85% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 219,222 | $111.6M | 0.60% | +44,440+25.4% | Added |
| James Hambro & Partners | 218,851 | $111.4M | 5.18% | +12,106+5.9% | Added |
| Gateway Investment Advisers LLC | 218,730 | $111.4M | 1.26% | −7,285−3.2% | Reduced |
| Regions Financial Corp | 218,150 | $111.1M | 0.84% | −3,921−1.8% | Reduced |
| Mediolanum International Funds Ltd | 239,913 | $108.9M | 1.79% | +14,690+6.5% | Added |
| Captrust Financial Advisors | 208,675 | $106.3M | 0.34% | +779+0.4% | Added |
| Argent Capital Management LLC | 207,277 | $105.6M | 3.10% | +21,389+11.5% | Added |
| Bellevue Group AG | 205,675 | $104.7M | 1.70% | +56,956+38.3% | Added |
| Westfield Capital Management Co LP | 204,454 | $104.1M | 0.51% | −222,183−52.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 202,163 | $103.0M | 0.68% | −885−0.4% | Reduced |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 202,018 | $102.9M | 1.16% | +202,018 | New |
| Clark Capital Management Group, Inc. | 199,670 | $101.7M | 0.75% | −20,828−9.4% | Reduced |
| Bradley Foster & Sargent Inc | 199,382 | $101.5M | 1.83% | +53,099+36.3% | Added |
| Marex Group plc | 199,342 | $101.5M | 2.73% | +71,967+56.5% | Added |
| Keybank National Association | 199,241 | $101.5M | 0.42% | −4,255−2.1% | Reduced |
| Employees Retirement System of Texas | 198,670 | $101.2M | 0.95% | +16,800+9.2% | Added |
| Erste Asset Management GmbH | 202,895 | $100.7M | 1.33% | +9,594+5.0% | Added |
| Creative Planning | 197,681 | $100.7M | 0.11% | +7,628+4.0% | Added |
| Glenmede Trust Co NA | 195,150 | $99.4M | 0.50% | −29,457−13.1% | Reduced |
| M&T Bank Corp | 194,516 | $99.1M | 0.34% | +4,753+2.5% | Added |
| CIBC World Markets Inc. | 194,174 | $98.9M | 0.25% | −12,681−6.1% | Reduced |
| Colony Group, LLC | 192,174 | $97.9M | 0.33% | +45,262+30.8% | Added |
| IFM Investors Pty Ltd | 190,361 | $96.9M | 0.98% | +1,430+0.8% | Added |
| Amalgamated Bank | 186,728 | $95.1M | 0.81% | −12,657−6.3% | Reduced |
| Abrams Bison Investments, LLC | 186,000 | $94.7M | 9.29% | +186,000 | New |