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, Q3 2024
Institutional positions in UnitedHealth Group Inc as of Sep 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
- 3,477
- +111 vs. Q2 2024
- Shares held
- 816.6M
- +81.2M (+11.0%) vs. Q2 2024
- Total value
- $474.6B
- +$100.3B (+26.8%) vs. Q2 2024
- New holders
- 241
- 1,421 more added
- Sold out
- 130
- 1,427 more reduced
41 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 84,953,598 | $49.7B | 0.89% | +1,005,240+1.2% | Added |
| BlackRock, Inc. | 73,614,607 | $43.0B | 0.91% | +73,614,607 | New |
| State Street Corp | 45,540,102 | $26.6B | 1.08% | +563,554+1.3% | Added |
| FMR LLC | 32,501,145 | $19.0B | 1.16% | −196,558−0.6% | Reduced |
| JPMorgan Chase & Co | 26,350,282 | $15.4B | 1.23% | +2,001,379+8.2% | Added |
| Capital World Investors | 26,240,746 | $15.3B | 2.38% | −1,782,266−6.4% | Reduced |
| Price T Rowe Associates Inc | 25,023,553 | $14.6B | 1.68% | −997,051−3.8% | Reduced |
| Wellington Management Group LLP | 24,865,003 | $14.5B | 2.55% | −1,018,506−3.9% | Reduced |
| Morgan Stanley | 19,999,973 | $11.7B | 0.85% | −52,590−0.3% | Reduced |
| Geode Capital Management, LLC | 19,636,704 | $11.4B | 0.93% | +318,039+1.6% | Added |
| Capital Research Global Investors | 17,982,296 | $10.5B | 2.19% | +413,274+2.4% | Added |
| Capital International Investors | 14,709,642 | $8.60B | 1.65% | +1,389,937+10.4% | Added |
| Norges Bank | 11,911,363 | $6.96B | 0.97% | +201,188+1.7% | Added |
| Northern Trust Corp | 8,445,183 | $4.94B | 0.81% | −597,720−6.6% | Reduced |
| Franklin Resources Inc | 8,061,916 | $4.88B | 1.37% | +193,800+2.5% | Added |
| Royal Bank of Canada | 8,022,230 | $4.69B | 1.04% | −486,216−5.7% | Reduced |
| Wells Fargo & Company | 7,934,948 | $4.64B | 1.12% | −234,249−2.9% | Reduced |
| Alliancebernstein L.P. | 7,914,837 | $4.63B | 1.55% | −5,448−0.1% | Reduced |
| Bank of New York Mellon Corp | 7,895,084 | $4.62B | 0.86% | −144,517−1.8% | Reduced |
| Bank of America Corp | 7,736,955 | $4.52B | 0.40% | +1,042,730+15.6% | Added |
| Nuveen Asset Management, LLC | 6,987,001 | $4.09B | 1.15% | −501,571−6.7% | Reduced |
| Legal & General Group Plc | 6,462,239 | $3.78B | 0.99% | +94,527+1.5% | Added |
| UBS Asset Management Americas Inc | 6,291,708 | $3.68B | 0.95% | −27,830−0.4% | Reduced |
| UBS Group AG | 6,123,088 | $3.58B | 1.00% | −4,659−0.1% | Reduced |
| Invesco Ltd. | 6,121,260 | $3.58B | 0.69% | +801,771+15.1% | Added |
| Charles Schwab Investment Management Inc | 6,040,970 | $3.53B | 0.67% | −458,840−7.1% | Reduced |
| Goldman Sachs Group Inc | 5,326,130 | $3.11B | 0.60% | +392,100+7.9% | Added |
| Sanders Capital, LLC | 5,196,602 | $3.04B | 4.40% | +6,918+0.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,079,476 | $2.97B | 3.07% | +1,147,272+29.2% | Added |
| Janus Henderson Group PLC | 4,958,299 | $2.90B | 1.48% | −11,028−0.2% | Reduced |
| Deutsche Bank AG | 4,806,193 | $2.81B | 1.15% | +679,831+16.5% | Added |
| Clearbridge Investments, LLC | 4,700,423 | $2.75B | 2.16% | −241,009−4.9% | Reduced |
| Ameriprise Financial Inc | 4,578,513 | $2.68B | 0.69% | +806,026+21.4% | Added |
| Canada Pension Plan Investment Board | 4,332,839 | $2.53B | 2.40% | +1,203,090+38.4% | Added |
| T. Rowe Price Investment Management, Inc. | 4,062,825 | $2.38B | 1.43% | −733,386−15.3% | Reduced |
| Dimensional Fund Advisors LP | 4,014,343 | $2.35B | 0.57% | +198,089+5.2% | Added |
| Dodge & Cox | 3,902,210 | $2.28B | 1.29% | −19,235−0.5% | Reduced |
| GQG Partners LLC | 3,716,238 | $2.17B | 3.41% | +3,716,238 | New |
| Barclays PLC | 3,211,781 | $1.88B | 0.83% | +46,607+1.5% | Added |
| Fisher Asset Management, LLC | 3,197,167 | $1.87B | 0.77% | +107,097+3.5% | Added |
| Amundi | 3,077,630 | $1.79B | 0.66% | −859,001−21.8% | Reduced |
| Swiss National Bank | 2,731,961 | $1.60B | 1.04% | +2,100+0.1% | Added |
| California Public Employees Retirement System | 2,644,468 | $1.55B | 1.08% | −29,747−1.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,607,227 | $1.52B | 1.06% | +10,816+0.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,583,221 | $1.51B | 1.61% | −71,946−2.7% | Reduced |
| HSBC Holdings PLC | 2,585,335 | $1.51B | 0.94% | −323,398−11.1% | Reduced |
| Bank of Montreal | 2,489,802 | $1.45B | 0.68% | +230,240+10.2% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 2,365,400 | $1.38B | 5.90% | +17,800+0.8% | Added |
| Raymond James & Associates | 2,361,396 | $1.38B | 0.84% | +587,088+33.1% | Added |
| TD Asset Management Inc | 2,314,430 | $1.35B | 1.19% | +388,293+20.2% | Added |
| Eagle Capital Management LLC | 2,290,158 | $1.34B | 4.97% | −2,799−0.1% | Reduced |
| Swedbank AB | 2,258,882 | $1.32B | 1.68% | −77,933−3.3% | Reduced |
| Orbis Allan Gray Ltd | 2,257,855 | $1.32B | 6.99% | −95,709−4.1% | Reduced |
| Envestnet Asset Management Inc | 2,191,037 | $1.28B | 0.41% | +56,886+2.7% | Added |
| Mawer Investment Management Ltd. | 2,179,775 | $1.27B | 5.81% | −20,921−1.0% | Reduced |
| Lazard Asset Management LLC | 2,178,654 | $1.27B | 1.70% | −338,567−13.5% | Reduced |
| Schroder Investment Management Group | 2,060,230 | $1.20B | 1.23% | +741,899+56.3% | Added |
| American Century Companies Inc | 2,005,795 | $1.17B | 0.68% | −218,785−9.8% | Reduced |
| Polen Capital Management LLC | 1,996,422 | $1.17B | 3.01% | −252,630−11.2% | Reduced |
| Bessemer Group Inc | 1,992,096 | $1.16B | 1.92% | +65,742+3.4% | Added |
| Sustainable Growth Advisers, LP | 1,782,406 | $1.04B | 4.42% | −177,199−9.0% | Reduced |
| Principal Financial Group Inc | 1,778,636 | $1.04B | 0.57% | +180,479+11.3% | Added |
| Fiera Capital Corp | 1,774,123 | $1.04B | 3.12% | −31,156−1.7% | Reduced |
| Veritas Asset Management LLP | 1,759,015 | $1.03B | 7.60% | −31,345−1.8% | Reduced |
| National Pension Service | 1,704,560 | $996.6M | 0.96% | +222,486+15.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,690,509 | $988.4M | 3.10% | −292,023−14.7% | Reduced |
| Ensign Peak Advisors, Inc | 1,681,621 | $983.2M | 1.73% | −3,826−0.2% | Reduced |
| Stifel Financial Corp | 1,668,553 | $975.7M | 1.02% | −29,964−1.8% | Reduced |
| Rhumbline Advisers | 1,611,583 | $942.3M | 0.85% | −51,650−3.1% | Reduced |
| 1832 Asset Management L.P. | 1,594,545 | $932.3M | 1.56% | −203,062−11.3% | Reduced |
| Allianz Asset Management GmbH | 1,584,656 | $926.5M | 1.43% | −141,660−8.2% | Reduced |
| Manufacturers Life Insurance Company, The | 1,577,487 | $922.3M | 0.81% | −688,707−30.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,559,637 | $911.9M | 0.78% | −266,712−14.6% | Reduced |
| First Manhattan Co | 1,557,419 | $910.6M | 2.70% | −68,472−4.2% | Reduced |
| Macquarie Group Ltd | 1,549,539 | $906.0M | 0.98% | +131,756+9.3% | Added |
| Boston Partners | 1,504,893 | $879.0M | 1.04% | +70,696+4.9% | Added |
| Fayez Sarofim & Co | 1,484,819 | $868.1M | 2.21% | +29,634+2.0% | Added |
| CIBC Private Wealth Group, LLC | 1,482,723 | $866.9M | 1.55% | −13,779−0.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,305,633 | $865.2M | 2.91% | −27,650−2.1% | Reduced |
| California State Teachers Retirement System | 1,479,468 | $865.0M | 1.01% | −9,351−0.6% | Reduced |
| FIL Ltd | 1,467,552 | $858.0M | 0.78% | +104,336+7.7% | Added |
| Vontobel Holding Ltd. | 1,358,858 | $794.5M | 2.56% | −388,298−22.2% | Reduced |
| Royal London Asset Management Ltd | 1,321,829 | $772.8M | 1.90% | −139,255−9.5% | Reduced |
| New York State Common Retirement Fund | 1,313,435 | $767.9M | 1.04% | −74,126−5.3% | Reduced |
| Neuberger Berman Group LLC | 1,284,399 | $751.0M | 0.59% | +411,186+47.1% | Added |
| The PNC Financial Services Group, Inc. | 1,230,981 | $719.7M | 0.46% | +3,648+0.3% | Added |
| CI Private Wealth, LLC | 1,221,054 | $713.9M | 1.13% | +76,936+6.7% | Added |
| WCM Investment Management, LLC | 1,204,585 | $700.9M | 1.59% | −12,658−1.0% | Reduced |
| Citigroup Inc | 1,150,676 | $672.8M | 0.62% | −245,133−17.6% | Reduced |
| Russell Investments Group, Ltd. | 1,132,560 | $662.0M | 0.96% | +108,045+10.5% | Added |
| Standard Life Aberdeen plc | 1,127,047 | $656.0M | 1.20% | −135,080−10.7% | Reduced |
| US Bancorp | 1,119,326 | $654.5M | 0.84% | −5,171−0.5% | Reduced |
| Great West Life Assurance Co | 1,097,845 | $642.7M | 1.12% | +31,091+2.9% | Added |
| Farallon Capital Management, L.L.C. | 1,097,900 | $641.9M | 3.52% | −520,300−32.2% | Reduced |
| Voya Investment Management LLC | 1,048,639 | $613.1M | 0.63% | +641,267+157.4% | Added |
| National Bank of Canada | 1,046,414 | $611.8M | 0.83% | −65,462−5.9% | Reduced |
| Longview Partners (Guernsey) LTD | 1,038,198 | $607.0M | 4.16% | +7,220+0.7% | Added |
| Aviva PLC | 1,036,837 | $606.2M | 1.57% | +21,748+2.1% | Added |
| Caisse de Depot Et Placement du Quebec | 1,029,540 | $602.0M | 1.20% | +581,324+129.7% | Added |
| Capital Wealth Planning, LLC | 1,009,802 | $590.4M | 5.51% | −7,150−0.7% | Reduced |