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, 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 | 3,395 | $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, 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 |
|---|---|---|---|---|---|
| Allen Investment Management LLC | 997,266 | $583.1M | 6.93% | −27,371−2.7% | Reduced |
| SG Americas Securities, LLC | 974,867 | $570.0M | 2.17% | +558,743+134.3% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 966,315 | $565.0M | 8.84% | −17,511−1.8% | Reduced |
| DekaBank Deutsche Girozentrale | 936,422 | $543.8M | 1.01% | +5,228+0.6% | Added |
| Adage Capital Partners GP, L.L.C. | 909,472 | $531.8M | 0.94% | −49,598−5.2% | Reduced |
| LPL Financial LLC | 895,944 | $523.8M | 0.23% | +64,947+7.8% | Added |
| BNP Paribas Arbitrage, SA | 894,824 | $523.2M | 0.51% | +72,433+8.8% | Added |
| Mairs & Power Inc | 891,662 | $521.3M | 4.90% | +46,847+5.5% | Added |
| Prudential Financial Inc | 890,109 | $520.4M | 0.73% | +16,215+1.9% | Added |
| State Board of Administration of Florida Retirement System | 886,146 | $518.1M | 0.99% | −16,772−1.9% | Reduced |
| Ci Investments Inc. | 883,592 | $516.6M | 1.97% | +90,235+11.4% | Added |
| KBC Group NV | 882,343 | $515.9M | 1.56% | −29,185−3.2% | Reduced |
| StonePine Asset Management Inc. | 879,162 | $514.0M | 4.96% | +19,930+2.3% | Added |
| Handelsbanken Fonder AB | 876,671 | $512.6M | 2.03% | +8,621+1.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 869,710 | $508.5M | 0.68% | +55,710+6.8% | Added |
| Baillie Gifford & Co | 866,500 | $506.6M | 0.38% | −27,506−3.1% | Reduced |
| Public Employees Retirement Association of Colorado | 859,208 | $502.4M | 1.99% | +51,074+6.3% | Added |
| New York State Teachers Retirement System | 850,460 | $497.2M | 1.03% | −31,496−3.6% | Reduced |
| Pictet Asset Management Holding SA | 828,200 | $484.2M | 0.53% | −17,798−2.1% | Reduced |
| Guardcap Asset Management Ltd | 822,699 | $481.0M | 6.55% | −59,919−6.8% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 821,880 | $480.5M | 3.58% | −122,437−13.0% | Reduced |
| Lord, Abbett & Co. LLC | 783,143 | $457.9M | 1.46% | +176,543+29.1% | Added |
| Epoch Investment Partners, Inc. | 781,750 | $457.1M | 2.05% | −84,027−9.7% | Reduced |
| Findlay Park Partners LLP | 753,626 | $440.6M | 4.16% | +187,900+33.2% | Added |
| Natixis Advisors, L.P. | 742,935 | $434.4M | 0.85% | +73,515+11.0% | Added |
| Jensen Investment Management Inc | 727,035 | $425.1M | 3.55% | −239,156−24.8% | Reduced |
| D. E. Shaw & Co., Inc. | 723,261 | $422.9M | 0.55% | −297,335−29.1% | Reduced |
| Korea Investment CORP | 723,075 | $422.8M | 1.00% | +15,914+2.3% | Added |
| Veritas Investment Partners (UK) Ltd. | 714,020 | $417.4M | 7.42% | −10,275−1.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 695,245 | $406.5M | 1.33% | −5,619−0.8% | Reduced |
| Brown Advisory Inc | 694,388 | $406.0M | 0.51% | −3,804−0.5% | Reduced |
| Danske Bank A/S | 676,979 | $395.8M | 1.32% | +36,401+5.7% | Added |
| Nomura Asset Management Co Ltd | 674,924 | $394.6M | 1.22% | +3,799+0.6% | Added |
| Mackenzie Financial Corp | 674,572 | $394.4M | 0.55% | +8,012+1.2% | Added |
| Robeco Institutional Asset Management B.V. | 674,466 | $394.3M | 0.78% | +150,716+28.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 668,395 | $390.8M | 1.20% | −9,455−1.4% | Reduced |
| Loomis Sayles & Co L P | 653,503 | $382.1M | 0.50% | +4,251+0.7% | Added |
| Jarislowsky, Fraser Ltd | 640,277 | $374.4M | 2.09% | −14,071−2.2% | Reduced |
| Provident Trust Co | 632,617 | $369.9M | 6.67% | +2,936+0.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 625,411 | $365.7M | 1.09% | +45,195+7.8% | Added |
| Magellan Asset Management Ltd | 620,837 | $363.0M | 3.61% | −270,440−30.3% | Reduced |
| Truist Financial Corp | 616,056 | $360.2M | 0.57% | −282,350−31.4% | Reduced |
| William Blair Investment Management, LLC | 611,830 | $357.7M | 0.88% | −37,589−5.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 610,587 | $357.0M | 0.81% | −30,676−4.8% | Reduced |
| Victory Capital Management Inc | 604,951 | $353.7M | 0.34% | −24,666−3.9% | Reduced |
| Toronto Dominion Bank | 596,573 | $348.8M | 0.62% | +7,759+1.3% | Added |
| HighTower Advisors, LLC | 588,479 | $344.4M | 0.49% | −23,321−3.8% | Reduced |
| Nordea Investment Management AB | 565,235 | $330.9M | 0.38% | −213,365−27.4% | Reduced |
| International Assets Investment Management, LLC | 5,296,737 | $326.5M | 1.49% | +5,290,025+78,814.4% | Added |
| AustralianSuper Pty Ltd | 556,896 | $325.6M | 1.62% | +124,068+28.7% | Added |
| State of Wisconsin Investment Board | 554,729 | $324.3M | 0.82% | +27,588+5.2% | Added |
| Storebrand Asset Management AS | 545,016 | $318.7M | 1.00% | +2,311+0.4% | Added |
| Menora Mivtachim Holdings Ltd. | 539,721 | $315.6M | 1.99% | −137,707−20.3% | Reduced |
| Sarasin & Partners LLP | 526,309 | $307.7M | 2.90% | +526,309 | New |
| Skandinaviska Enskilda Banken AB (publ) | 517,800 | $302.7M | 1.40% | +87,952+20.5% | Added |
| Fort Washington Investment Advisors Inc | 516,826 | $302.2M | 1.84% | +645+0.1% | Added |
| AXA S.A. | 514,490 | $300.8M | 0.89% | −23,262−4.3% | Reduced |
| Cerity Partners LLC | 507,077 | $296.5M | 0.66% | +62,493+14.1% | Added |
| M&G Plc | 506,684 | $296.4M | 1.52% | +15,758+3.2% | Added |
| Mariner, LLC | 499,544 | $292.0M | 0.52% | +1,191+0.2% | Added |
| Candriam Luxembourg S.C.A. | 494,938 | $289.4M | 1.66% | +44,572+9.9% | Added |
| Public Sector Pension Investment Board | 488,887 | $285.8M | 1.54% | +52,140+11.9% | Added |
| Asset Management One Co.,Ltd. | 487,929 | $285.3M | 1.02% | +7,933+1.7% | Added |
| Fifth Third Bancorp | 474,378 | $277.4M | 1.00% | +3,654+0.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 473,398 | $276.8M | 2.75% | −26,066−5.2% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 473,398 | $276.8M | 2.75% | +473,398 | New |
| SEI Investments Co | 470,295 | $275.0M | 0.36% | −78,941−14.4% | Reduced |
| USS Investment Management Ltd | 470,062 | $274.8M | 2.02% | −2,418−0.5% | Reduced |
| Cincinnati Financial Corp | 468,822 | $274.1M | 5.91% | 00.0% | Unchanged |
| ProShare Advisors LLC | 457,072 | $267.2M | 0.66% | +211,901+86.4% | Added |
| STRS Ohio | 453,991 | $265.4M | 1.02% | −24,403−5.1% | Reduced |
| Cresset Asset Management, LLC | 452,171 | $264.4M | 1.03% | +3,080+0.7% | Added |
| Waverton Investment Management Ltd | 450,766 | $263.5M | 4.33% | +53,565+13.5% | Added |
| Harding Loevner LP | 450,002 | $263.1M | 1.52% | −11,010−2.4% | Reduced |
| Route One Investment Company, L.P. | 435,600 | $254.7M | 9.16% | 00.0% | Unchanged |
| Haverford Trust Co | 427,425 | $249.9M | 2.44% | −3,745−0.9% | Reduced |
| Scotia Capital Inc. | 425,608 | $248.8M | 1.33% | −1,100−0.3% | Reduced |
| Treasurer of the State of North Carolina | 424,042 | $247.9M | 0.99% | +1,984+0.5% | Added |
| Public Employees Retirement System of Ohio | 416,590 | $243.6M | 1.04% | −6,219−1.5% | Reduced |
| First Eagle Investment Management, LLC | 412,174 | $241.0M | 0.50% | +793+0.2% | Added |
| Focused Investors LLC | 409,650 | $239.5M | 7.27% | −7,600−1.8% | Reduced |
| CIBC World Markets Corp | 401,387 | $234.7M | 1.70% | +25,696+6.8% | Added |
| Unisphere Establishment | 400,000 | $233.9M | 2.22% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 397,861 | $232.6M | 0.45% | −24,861−5.9% | Reduced |
| Blair William & Co | 392,754 | $229.6M | 0.67% | +3,014+0.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 392,316 | $229.4M | 0.57% | −108,140−21.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 390,147 | $228.1M | 0.35% | +2,959+0.8% | Added |
| Retirement Systems of Alabama | 389,552 | $227.8M | 0.85% | −24,214−5.9% | Reduced |
| Mercer Global Advisors Inc | 388,403 | $226.6M | 0.53% | −1370.0% | Reduced |
| Perpetual Ltd | 383,194 | $224.0M | 2.43% | −75,814−16.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 383,016 | $223.9M | 0.48% | −22,981−5.7% | Reduced |
| Fiduciary Management Inc | 381,601 | $223.1M | 1.95% | −13,538−3.4% | Reduced |
| British Columbia Investment Management Corp | 380,381 | $222.4M | 1.33% | −84,167−18.1% | Reduced |
| CIBC Asset Management Inc | 379,492 | $221.8M | 0.72% | +21,669+6.1% | Added |
| Assenagon Asset Management S.A. | 371,183 | $217.0M | 0.45% | −389,210−51.2% | Reduced |
| Canoe Financial LP | 371,515 | $216.2M | 5.20% | +371,515 | New |
| Sterling Capital Management LLC | 363,667 | $212.6M | 2.75% | +363,667 | New |
| Carmignac Gestion | 358,361 | $209.5M | 3.50% | +10,209+2.9% | Added |
| Mn Services Vermogensbeheer B.V. | 357,800 | $209.2M | 1.47% | −8,300−2.3% | Reduced |
| Natixis | 356,429 | $208.4M | 1.27% | −72,597−16.9% | Reduced |