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 |
|---|---|---|---|---|---|
| Appaloosa LPSuperinvestorAppaloosa | 185,000 | $94.2M | 1.53% | −15,000−7.5% | Reduced |
| Bristol Gate Capital Partners Inc. | 184,925 | $94.2M | 4.67% | +12,372+7.2% | Added |
| Swiss Life Asset Management Ltd | 183,325 | $93.4M | 1.10% | −2,755−1.5% | Reduced |
| Capital International Inc | 180,106 | $91.7M | 1.22% | +17,597+10.8% | Added |
| Daiwa Securities Group Inc. | 179,643 | $91.5M | 0.49% | +10,601+6.3% | Added |
| JPB Foundation | 179,355 | $91.3M | 9.78% | −37,000−17.1% | Reduced |
| QRG Capital Management, Inc. | 179,163 | $91.2M | 1.08% | +2,144+1.2% | Added |
| King Luther Capital Management Corp | 179,068 | $91.2M | 0.41% | +9,477+5.6% | Added |
| Bowie Capital Management, LLC | 178,271 | $90.8M | 5.95% | +40,734+29.6% | Added |
| Agf Management Ltd | 177,482 | $90.4M | 0.50% | −111,865−38.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 177,434 | $90.4M | 1.37% | +1,801+1.0% | Added |
| Czech National Bank | 175,389 | $89.3M | 1.02% | +12,648+7.8% | Added |
| MAI Capital Management | 174,547 | $88.9M | 0.88% | +26,241+17.7% | Added |
| Sapient Capital LLC | 174,028 | $88.6M | 1.85% | −6,476−3.6% | Reduced |
| Rathbone Brothers plc | 171,321 | $87.2M | 0.48% | +3,975+2.4% | Added |
| Group One Trading, L.P. | 170,593 | $86.9M | 2.74% | +146,197+599.3% | Added |
| Vulcan Value Partners, LLC | 167,470 | $85.1M | 1.30% | −11,771−6.6% | Reduced |
| Locust Wood Capital Advisers, LLC | 166,809 | $84.9M | 3.13% | +36,010+27.5% | Added |
| Suvretta Capital Management, LLC | 161,468 | $82.2M | 3.36% | +146,345+967.7% | Added |
| TD Waterhouse Canada Inc. | 165,059 | $81.8M | 0.73% | −6,660−3.9% | Reduced |
| Van Eck Associates Corp | 159,930 | $81.4M | 0.12% | +5,505+3.6% | Added |
| Squarepoint Ops LLC | 159,576 | $81.3M | 0.30% | −322,339−66.9% | Reduced |
| Magnetar Financial LLC | 159,239 | $81.1M | 1.69% | +79,898+100.7% | Added |
| Kovitz Investment Group Partners, LLC | 157,262 | $80.1M | 0.68% | +120,922+332.8% | Added |
| Strategic Financial Concepts, LLC | 232,019 | $80.1M | 0.29% | +231,491+43,843.0% | Added |
| Manchester Global Management (UK) Ltd | 154,918 | $78.9M | 13.87% | +17,500+12.7% | Added |
| Riverbridge Partners LLC | 154,749 | $78.8M | 1.07% | −2,896−1.8% | Reduced |
| Fort Pitt Capital Group, LLC | 153,889 | $78.4M | 2.38% | +153,889 | New |
| Financial Counselors Inc | 153,557 | $78.2M | 1.26% | +8,476+5.8% | Added |
| Varma Mutual Pension Insurance Co | 152,162 | $77.5M | 0.62% | −5,838−3.7% | Reduced |
| Pathstone Holdings, LLC | 152,098 | $77.5M | 0.35% | +2,374+1.6% | Added |
| Utah Retirement Systems | 151,528 | $77.2M | 0.92% | −9,840−6.1% | Reduced |
| Vantage Investment Partners, LLC | 150,221 | $76.5M | 6.94% | −1,886−1.2% | Reduced |
| Atalanta Sosnoff Capital, LLC | 149,039 | $75.9M | 1.71% | +1,353+0.9% | Added |
| Capitolis Liquid Global Markets LLC | 148,200 | $75.5M | 0.93% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 146,472 | $74.6M | 1.54% | +76,827+110.3% | Added |
| Thrivent Financial for Lutherans | 141,726 | $72.2M | 0.15% | −2,333−1.6% | Reduced |
| New York Life Investment Management LLC | 141,339 | $72.0M | 0.72% | +769+0.5% | Added |
| LGT Capital Partners Ltd. | 141,010 | $71.8M | 2.45% | −6,524−4.4% | Reduced |
| Xponance, Inc. | 140,366 | $71.5M | 0.73% | −65,816−31.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 140,274 | $71.4M | 1.45% | −6,278−4.3% | Reduced |
| Vaughan David Investments LLC | 139,747 | $71.2M | 1.80% | −148−0.1% | Reduced |
| Harvest Portfolios Group Inc. | 139,652 | $71.1M | 2.72% | +552+0.4% | Added |
| Nicholas Company, Inc. | 139,610 | $71.1M | 1.18% | +21,340+18.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 138,127 | $70.3M | 0.17% | +138,127 | New |
| AMF Pensionsforsakring AB | 137,653 | $70.1M | 0.52% | −59,621−30.2% | Reduced |
| Cercano Management LLC | 137,626 | $70.1M | 1.87% | +16,488+13.6% | Added |
| MML Investors Services, LLC | 136,572 | $69.6M | 0.28% | −27,275−16.6% | Reduced |
| Hollencrest Capital Management | 136,207 | $69.4M | 3.05% | −230.0% | Reduced |
| Huntington National Bank | 136,155 | $69.3M | 0.54% | −36,635−21.2% | Reduced |
| Border to Coast Pensions Partnership Ltd | 135,239 | $68.9M | 1.63% | −4,816−3.4% | Reduced |
| Formuepleje A/S | 133,976 | $68.2M | 3.77% | +77,084+135.5% | Added |
| Panagora Asset Management Inc | 133,467 | $68.0M | 0.34% | +18,992+16.6% | Added |
| Distillate Capital Partners LLC | 129,686 | $66.0M | 3.49% | +129,663+563,752.2% | Added |
| Polar Capital Holdings Plc | 128,987 | $65.7M | 0.39% | +17,944+16.2% | Added |
| Federated Hermes, Inc. | 128,755 | $65.6M | 0.16% | −75,956−37.1% | Reduced |
| Tiaa Trust, National Association | 127,020 | $64.7M | 0.20% | −6,236−4.7% | Reduced |
| Cornerstone Investment Partners, LLC | 125,588 | $64.0M | 3.16% | −1,671−1.3% | Reduced |
| Kensico Capital Management Corp | 124,100 | $63.2M | 1.97% | +124,100 | New |
| Mutual of America Capital Management LLC | 123,542 | $62.9M | 0.69% | −2,503−2.0% | Reduced |
| Groupama Asset Managment | 123,490 | $62.9M | 1.30% | +18,447+17.6% | Added |
| AE Wealth Management LLC | 123,133 | $62.7M | 0.63% | +30,995+33.6% | Added |
| GWM Advisors LLC | 123,126 | $62.7M | 0.46% | +13,924+12.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 122,000 | $62.1M | 0.72% | −6,800−5.3% | Reduced |
| Tudor Investment Corp Et Al | 121,645 | $61.9M | 0.69% | −15,218−11.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 121,585 | $61.9M | 2.06% | +1,920+1.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 121,285 | $61.8M | 1.50% | +4,542+3.9% | Added |
| Sanctuary Advisors, LLC | 124,194 | $61.5M | 0.45% | +124,194 | New |
| Commerce Bank | 119,302 | $60.8M | 0.39% | −3,041−2.5% | Reduced |
| Lido Advisors, LLC | 119,273 | $60.7M | 0.50% | +8,106+7.3% | Added |
| SP Asset Management LLC | 119,156 | $60.7M | 5.52% | +5,237+4.6% | Added |
| Achmea Investment Management B.V. | 118,751 | $60.5M | 1.08% | −2,367−2.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 116,926 | $59.5M | 0.22% | −6,522−5.3% | Reduced |
| Primecap Management Co | 116,464 | $59.3M | 0.04% | +4,350+3.9% | Added |
| Aviso Financial Inc. | 116,285 | $59.2M | 3.30% | +116,285 | New |
| Ofi Invest Asset Management | 123,920 | $58.9M | 1.56% | −2,563−2.0% | Reduced |
| Ancora Advisors, LLC | 115,479 | $58.8M | 1.46% | −105−0.1% | Reduced |
| Capital Fund Management S.A. | 115,172 | $58.7M | 0.67% | −62,850−35.3% | Reduced |
| Alta Capital Management LLC | 114,322 | $58.2M | 3.66% | +19,420+20.5% | Added |
| Petrus Trust Company, LTA | 113,813 | $58.0M | 5.41% | +14,069+14.1% | Added |
| OrbiMed Advisors LLC | 112,000 | $57.0M | 1.22% | +42,000+60.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 111,590 | $56.8M | 0.20% | +1,252+1.1% | Added |
| State of Alaska, Department of Revenue | 110,716 | $56.4M | 0.63% | −195−0.2% | Reduced |
| ING Groep NV | 110,176 | $56.1M | 0.33% | −3,073−2.7% | Reduced |
| GW&K Investment Management, LLC | 109,854 | $55.9M | 0.51% | −10,669−8.9% | Reduced |
| Zacks Investment Management | 109,543 | $55.8M | 0.63% | +6,961+6.8% | Added |
| Yousif Capital Management, LLC | 108,307 | $55.2M | 0.62% | −2,621−2.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 107,447 | $54.7M | 0.79% | −955−0.9% | Reduced |
| Heritage Wealth Advisors | 107,220 | $54.6M | 2.47% | +6,439+6.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 106,353 | $54.2M | 2.94% | +3,405+3.3% | Added |
| First Long Island Investors, LLC | 105,921 | $53.9M | 4.56% | +5,762+5.8% | Added |
| Rhenman & Partners Asset Management AB | 105,300 | $53.6M | 5.15% | +64,800+160.0% | Added |
| Premier Fund Managers Ltd | 110,000 | $53.6M | 2.15% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 104,420 | $53.2M | 2.34% | −7,250−6.5% | Reduced |
| Railway Pension Investments Ltd | 104,356 | $53.1M | 0.63% | −161,164−60.7% | Reduced |
| Fred Alger Management, LLC | 103,957 | $52.9M | 0.26% | +14,880+16.7% | Added |
| Donaldson Capital Management, LLC | 103,912 | $52.9M | 2.22% | −155−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 103,698 | $52.8M | 0.56% | −14,627−12.4% | Reduced |
| Morningstar Investment Services LLC | 108,447 | $52.8M | 0.57% | +342+0.3% | Added |
| Park West Asset Management LLC | 103,500 | $52.7M | 4.12% | +5,300+5.4% | Added |