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 |
|---|---|---|---|---|---|
| ABN AMRO Bank N.V. | 101,997 | $52.3M | 0.79% | −435,069−81.0% | Reduced |
| Mizuho Markets Americas LLC | 102,584 | $52.2M | 1.44% | +102,584 | New |
| Kestra Advisory Services, LLC | 101,407 | $51.6M | 0.29% | +141+0.1% | Added |
| Guggenheim Capital LLC | 100,812 | $51.3M | 0.37% | +4,992+5.2% | Added |
| Martingale Asset Management L P | 100,737 | $51.3M | 1.11% | −6,692−6.2% | Reduced |
| Gradient Investments LLC | 100,369 | $51.1M | 1.15% | +7,674+8.3% | Added |
| Smith Chas P & Associates Pa Cpas | 100,348 | $51.1M | 3.03% | +839+0.8% | Added |
| Gunn & Co Investment Management, Inc. | 100,348 | $51.1M | 3.03% | +93,267+1,317.1% | Added |
| Nan Shan Life Insurance Co., Ltd. | 100,160 | $51.0M | 1.21% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 100,099 | $51.0M | 0.19% | +4,643+4.9% | Added |
| Assetmark, Inc | 99,243 | $50.5M | 0.16% | +9,150+10.2% | Added |
| CWM, LLC | 98,771 | $50.3M | 0.24% | +10,946+12.5% | Added |
| United Services Automobile Association | 98,041 | $49.9M | 1.27% | −14,494−12.9% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 97,435 | $49.6M | 0.19% | +97,435 | New |
| River Road Asset Management, LLC | 96,331 | $49.1M | 0.70% | +26,423+37.8% | Added |
| Brinker Capital Investments, LLC | 95,355 | $48.6M | 0.51% | +2,126+2.3% | Added |
| Orion Portfolio Solutions, LLC | 95,355 | $48.6M | 0.51% | +2,126+2.3% | Added |
| Advisors Capital Management, LLC | 95,014 | $48.4M | 0.84% | +7,723+8.8% | Added |
| Pinebridge Investments, L.P. | 95,010 | $48.2M | 0.39% | −62,384−39.6% | Reduced |
| Northwest & Ethical Investments L.P. | 94,676 | $48.2M | 1.38% | +7,605+8.7% | Added |
| Quintet Private Bank (Europe) S.A. | 83,564 | $47.6M | 2.76% | −9,698−10.4% | Reduced |
| Davis R M Inc | 92,946 | $47.3M | 0.96% | +1,825+2.0% | Added |
| Silvant Capital Management LLC | 92,793 | $47.3M | 2.10% | +8,170+9.7% | Added |
| Thunderbird Partners LLP | 90,776 | $46.2M | 10.98% | +90,776 | New |
| UniSuper Management Pty Ltd | 90,355 | $46.0M | 0.38% | −19,602−17.8% | Reduced |
| Davis Selected Advisers | 90,293 | $46.0M | 0.27% | +440+0.5% | Added |
| Oppenheimer Asset Management Inc. | 89,807 | $45.7M | 0.58% | +8,606+10.6% | Added |
| Whittier Trust Co | 89,472 | $45.6M | 0.65% | +673+0.8% | Added |
| Provident Investment Management, Inc. | 89,028 | $45.3M | 4.13% | +989+1.1% | Added |
| RMB Capital Management, LLC | 88,381 | $45.0M | 1.08% | +892+1.0% | Added |
| Prudential PLC | 88,313 | $45.0M | 0.31% | −350−0.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 87,745 | $44.7M | 2.56% | −59−0.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 87,646 | $44.6M | 2.14% | +6,613+8.2% | Added |
| Capital Advisors Inc | 87,561 | $44.6M | 0.92% | −12,667−12.6% | Reduced |
| Eagle Health Investments LP | 86,900 | $44.3M | 7.91% | +86,900 | New |
| Clal Insurance Enterprises Holdings Ltd | 86,728 | $44.2M | 0.46% | −1,272−1.4% | Reduced |
| Alpha Cubed Investments, LLC | 86,387 | $44.0M | 2.10% | +12,143+16.4% | Added |
| O'Shaughnessy Asset Management, LLC | 86,377 | $44.0M | 0.45% | +2,046+2.4% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 85,471 | $43.5M | 0.89% | +19,727+30.0% | Added |
| Atria Investments LLC | 84,926 | $43.2M | 0.56% | +3,960+4.9% | Added |
| Chilton Capital Management LLC | 84,456 | $43.0M | 1.92% | +7,211+9.3% | Added |
| Quantinno Capital Management LP | 83,786 | $42.7M | 0.77% | +8,651+11.5% | Added |
| EP Wealth Advisors, LLC | 83,651 | $42.6M | 0.45% | +4,113+5.2% | Added |
| Kames Capital plc | 83,613 | $42.6M | 0.60% | +74,893+858.9% | Added |
| Douglas Lane & Associates, LLC | 83,597 | $42.6M | 0.60% | +11,712+16.3% | Added |
| JustInvest LLC | 83,839 | $42.6M | 0.81% | +3,589+4.5% | Added |
| TownSquare Capital, LLC | 83,135 | $42.3M | 0.58% | +6,904+9.1% | Added |
| Umb Bank N A | 82,937 | $42.2M | 0.69% | −22,837−21.6% | Reduced |
| Elo Mutual Pension Insurance Co | 82,900 | $42.2M | 0.99% | −1,612−1.9% | Reduced |
| Aureus Asset Management, LLC | 82,010 | $41.8M | 2.92% | −916−1.1% | Reduced |
| Unigestion Holding SA | 79,180 | $41.7M | 2.29% | −11,777−12.9% | Reduced |
| Acadian Asset Management LLC | 81,483 | $41.5M | 0.13% | +12,145+17.5% | Added |
| Hantz Financial Services, Inc. | 80,780 | $41.1M | 0.79% | −1,696−2.1% | Reduced |
| Worldquant Millennium Advisors LLC | 80,550 | $41.0M | 0.37% | +9,277+13.0% | Added |
| NS Partners Ltd | 80,336 | $40.9M | 1.86% | −1,360−1.7% | Reduced |
| Sit Investment Associates Inc | 79,834 | $40.7M | 0.94% | −3,723−4.5% | Reduced |
| WestEnd Advisors, LLC | 79,562 | $40.5M | 1.05% | +9,819+14.1% | Added |
| Oregon Public Employees Retirement Fund | 79,064 | $40.3M | 0.80% | +20.0% | Added |
| Ethic Inc. | 78,615 | $40.0M | 0.94% | +1,592+2.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 86,218 | $40.0M | 0.20% | −128,720−59.9% | Reduced |
| Rockland Trust Co | 78,100 | $39.8M | 2.10% | +2,460+3.3% | Added |
| Exencial Wealth Advisors, LLC | 78,018 | $39.7M | 1.50% | +6,716+9.4% | Added |
| Conning Inc. | 77,817 | $39.6M | 1.42% | −3,230−4.0% | Reduced |
| F/M Investments LLC | 77,063 | $39.2M | 1.42% | +77,063 | New |
| Bailard, Inc. | 76,873 | $39.1M | 1.08% | −602−0.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 76,526 | $39.0M | 0.16% | −179,888−70.2% | Reduced |
| Allworth Financial LP | 68,620 | $38.8M | 0.25% | +38,901+130.9% | Added |
| Edmond de Rothschild Holding S.A. | 75,745 | $38.6M | 0.66% | −52,301−40.8% | Reduced |
| Gulf International Bank (UK) Ltd | 75,630 | $38.5M | 0.97% | −2,390−3.1% | Reduced |
| South Dakota Investment Council | 75,508 | $38.5M | 0.79% | +6,422+9.3% | Added |
| National Philanthropic Trust | 73,458 | $37.4M | 0.71% | −448−0.6% | Reduced |
| Central Trust Co | 72,262 | $36.8M | 0.90% | +149+0.2% | Added |
| Maryland State Retirement & Pension System | 71,690 | $36.5M | 0.67% | −999−1.4% | Reduced |
| United Capital Financial Advisers, LLC | 71,640 | $36.5M | 0.31% | −9,535−11.7% | Reduced |
| Avantax Advisory Services, Inc. | 71,502 | $36.4M | 0.26% | +33,872+90.0% | Added |
| Man Group plc | 71,502 | $36.4M | 0.10% | −91,746−56.2% | Reduced |
| Renaissance Technologies LLC | 71,326 | $36.3M | 0.06% | +71,326 | New |
| Mizuho Securities USA LLC | 70,966 | $36.1M | 0.80% | +70,966 | New |
| Flputnam Investment Management Co | 70,822 | $36.1M | 0.68% | −4,442−5.9% | Reduced |
| Port Capital LLC | 70,515 | $35.9M | 1.80% | +3,480+5.2% | Added |
| Raymond James Trust N.A. | 69,926 | $35.6M | 0.84% | +3,805+5.8% | Added |
| SpiderRock Advisors, LLC | 69,782 | $35.5M | 0.94% | +7,555+12.1% | Added |
| Deprince Race & Zollo Inc | 69,694 | $35.5M | 0.79% | +13,815+24.7% | Added |
| Peapack Gladstone Financial Corp | 69,518 | $35.4M | 0.54% | −552−0.8% | Reduced |
| PFM Health Sciences, LP | 69,438 | $35.4M | 1.93% | +50,077+258.6% | Added |
| Kentucky Retirement Systems | 69,357 | $35.3M | 1.02% | −885−1.3% | Reduced |
| Private Advisor Group, LLC | 68,705 | $35.0M | 0.23% | +8,204+13.6% | Added |
| Fiduciary Trust Co | 68,594 | $34.9M | 0.52% | −1,765−2.5% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 68,394 | $34.8M | 1.70% | +28,797+72.7% | Added |
| Heritage Investors Management Corp | 68,253 | $34.8M | 1.21% | +2,897+4.4% | Added |
| Hardman Johnston Global Advisors LLC | 68,206 | $34.7M | 1.34% | −34,428−33.5% | Reduced |
| Temasek Holdings (Private) Ltd | 68,038 | $34.6M | 0.16% | +68,038 | New |
| Galvin, Gaustad & Stein, LLC | 67,969 | $34.6M | 3.22% | +3,535+5.5% | Added |
| Eagle Ridge Investment Management | 67,906 | $34.6M | 3.20% | −375−0.5% | Reduced |
| Artemis Investment Management LLP | 67,485 | $34.4M | 0.46% | +42,441+169.5% | Added |
| Prime Capital Investment Advisors, LLC | 66,969 | $34.1M | 0.51% | −4,992−6.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 66,824 | $34.0M | 1.16% | −2,238−3.2% | Reduced |
| Generate Investment Management Ltd | 66,738 | $34.0M | 2.47% | +9,155+15.9% | Added |
| Eastern Bank | 66,593 | $33.9M | 1.37% | +6,708+11.2% | Added |
| Auxier Asset Management | 66,575 | $33.9M | 5.37% | −660−1.0% | Reduced |