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 |
|---|---|---|---|---|---|
| Great Lakes Advisors, LLC | 354,210 | $207.1M | 1.73% | +24,082+7.3% | Added |
| Credit Agricole S A | 351,802 | $205.7M | 1.08% | −136,577−28.0% | Reduced |
| Evercore Wealth Management, LLC | 347,677 | $203.3M | 3.05% | −4,431−1.3% | Reduced |
| State of New Jersey Common Pension Fund D | 339,505 | $198.5M | 0.82% | +579+0.2% | Added |
| Davenport & Co LLC | 338,195 | $197.5M | 1.16% | +7,493+2.3% | Added |
| State of Tennessee, Treasury Department | 334,134 | $195.4M | 0.69% | −10,849−3.1% | Reduced |
| Rockefeller Capital Management L.P. | 331,414 | $193.6M | 0.52% | −30,110−8.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 329,532 | $192.7M | 2.07% | +3,928+1.2% | Added |
| Banque Pictet & Cie SA | 328,318 | $192.0M | 1.90% | +14,267+4.5% | Added |
| Los Angeles Capital Management LLC | 325,004 | $190.0M | 0.77% | −214,831−39.8% | Reduced |
| Tredje AP-fonden | 320,082 | $187.1M | 1.69% | −61,823−16.2% | Reduced |
| Susquehanna International Group, LLP | 315,236 | $184.3M | 0.31% | −198,553−38.6% | Reduced |
| Janney Montgomery Scott LLC | 314,698 | $184.0M | 0.51% | −1,766−0.6% | Reduced |
| Brown Brothers Harriman & Co | 313,427 | $183.3M | 1.25% | −1,461−0.5% | Reduced |
| Capitolis Liquid Global Markets LLC | 313,400 | $183.2M | 1.94% | +165,200+111.5% | Added |
| Calamos Advisors LLC | 308,893 | $180.6M | 0.85% | +5,379+1.8% | Added |
| Marshall Wace, LLP | 308,703 | $180.5M | 0.23% | −52,156−14.5% | Reduced |
| Bridges Investment Management Inc | 306,414 | $179.2M | 2.50% | −1,319−0.4% | Reduced |
| Teacher Retirement System of Texas | 304,106 | $177.8M | 0.85% | +62,535+25.9% | Added |
| Commonwealth Equity Services, LLC | 301,855 | $176.5M | 0.27% | −19,235−6.0% | Reduced |
| TPG GP A, LLC | 301,773 | $176.4M | 3.01% | +301,773 | New |
| Resona Asset Management Co.,Ltd. | 296,729 | $173.4M | 1.00% | −4,633−1.5% | Reduced |
| CapitalatWork S.A. | 294,663 | $172.3M | 5.85% | −34,080−10.4% | Reduced |
| Rock Springs Capital Management LP | 294,250 | $172.0M | 5.60% | +19,250+7.0% | Added |
| Boston Trust Walden Corp | 294,170 | $172.0M | 1.20% | −2,550−0.9% | Reduced |
| Bank of Nova Scotia | 289,656 | $169.4M | 0.34% | −104,826−26.6% | Reduced |
| Nisa Investment Advisors, LLC | 285,169 | $166.7M | 0.99% | +21,074+8.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 282,442 | $165.1M | 4.36% | −1,753−0.6% | Reduced |
| Eagle Asset Management Inc | 267,018 | $164.4M | 0.84% | +8,359+3.2% | Added |
| Comerica Bank | 279,194 | $163.2M | 0.65% | −2,398−0.9% | Reduced |
| Consulta Ltd | 275,000 | $160.8M | 9.93% | −25,000−8.3% | Reduced |
| Kensico Capital Management Corp | 270,000 | $157.9M | 4.19% | +145,900+117.6% | Added |
| Zurich Insurance Group Ltd | 269,723 | $157.7M | 1.34% | +258,023+2,205.3% | Added |
| TCW Group Inc | 269,225 | $157.4M | 1.38% | +8,993+3.5% | Added |
| Westwood Holdings Group Inc. | 265,977 | $155.5M | 0.66% | +32,496+13.9% | Added |
| Arizona State Retirement System | 263,897 | $154.3M | 0.97% | −3,401−1.3% | Reduced |
| Manning & Napier Advisors LLC | 263,654 | $154.2M | 1.70% | −53,860−17.0% | Reduced |
| State of Michigan Retirement System | 263,219 | $153.9M | 0.76% | −500−0.2% | Reduced |
| Capital Group Private Client Services, Inc. | 262,671 | $153.6M | 1.46% | +16,531+6.7% | Added |
| Johnson Investment Counsel Inc | 262,059 | $153.2M | 1.51% | −5,974−2.2% | Reduced |
| AMF Pensionsforsakring AB | 258,833 | $151.4M | 1.08% | +121,180+88.0% | Added |
| Marex Group plc | 258,121 | $150.9M | 3.44% | +58,779+29.5% | Added |
| Millennium Management LLC | 254,818 | $149.0M | 0.13% | −967,581−79.2% | Reduced |
| Forsta Ap-Fonden | 254,400 | $148.7M | 1.14% | +19,400+8.3% | Added |
| Pictet & Cie (Europe) SA | 253,783 | $148.4M | 3.51% | +4,432+1.8% | Added |
| Colony Group, LLC | 453,158 | $146.8M | 0.49% | +260,984+135.8% | Added |
| Erste Asset Management GmbH | 250,385 | $145.8M | 1.75% | +47,490+23.4% | Added |
| Cooke & Bieler LP | 248,845 | $145.5M | 1.32% | −46,109−15.6% | Reduced |
| Actiam N.V. | 248,114 | $145.1M | 2.57% | +940+0.4% | Added |
| DnB Asset Management AS | 247,367 | $144.6M | 0.65% | −2,331−0.9% | Reduced |
| Zacks Investment Management | 246,068 | $143.9M | 1.25% | +136,525+124.6% | Added |
| Ninety One UK Ltd | 244,497 | $143.0M | 0.38% | −15,504−6.0% | Reduced |
| Pinnacle Financial Partners Inc | 243,140 | $142.2M | 2.86% | +13,794+6.0% | Added |
| Nissay Asset Management Corp | 243,111 | $142.1M | 0.90% | −325−0.1% | Reduced |
| MetLife Investment Management | 242,904 | $142.0M | 0.81% | −5,487−2.2% | Reduced |
| SRS Investment Management, LLC | 241,693 | $141.3M | 2.10% | −58,501−19.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 241,367 | $141.1M | 0.13% | +5,878+2.5% | Added |
| Jennison Associates LLC | 240,783 | $140.8M | 0.09% | +277+0.1% | Added |
| Coho Partners, Ltd. | 238,444 | $139.4M | 5.09% | −29,898−11.1% | Reduced |
| AQR Capital Management LLC | 239,470 | $139.3M | 0.19% | −36,800−13.3% | Reduced |
| Clark Capital Management Group, Inc. | 237,826 | $139.1M | 0.95% | +38,156+19.1% | Added |
| Empower Advisory Group, LLC | 235,841 | $137.9M | 0.47% | +4,929+2.1% | Added |
| Bahl & Gaynor Inc | 235,389 | $137.6M | 0.71% | +3,392+1.5% | Added |
| Advisor Group Holdings, Inc. | 232,395 | $136.1M | 0.31% | −13,199−5.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 232,532 | $135.9M | 0.67% | +13,310+6.1% | Added |
| Mondrian Investment Partners LTD | 232,084 | $135.7M | 2.05% | +584+0.3% | Added |
| Sands Capital Management, LLC | 231,833 | $135.5M | 0.41% | −11,530−4.7% | Reduced |
| Regions Financial Corp | 230,009 | $134.5M | 0.97% | +11,859+5.4% | Added |
| Cetera Investment Advisers | 227,511 | $133.0M | 0.29% | +2,376+1.1% | Added |
| James Hambro & Partners | 227,424 | $133.0M | 5.55% | +8,573+3.9% | Added |
| Bristol John W & Co Inc | 227,291 | $132.9M | 2.12% | −2,201−1.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 227,159 | $132.8M | 2.53% | +410+0.2% | Added |
| Citadel Advisors LLC | 226,964 | $132.7M | 0.14% | −538,113−70.3% | Reduced |
| Bellevue Group AG | 225,550 | $131.9M | 2.14% | +19,875+9.7% | Added |
| Milestone Resources Group Ltd | 225,114 | $131.6M | 4.58% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 224,677 | $131.4M | 0.70% | −6,342−2.7% | Reduced |
| Factory Mutual Insurance Co | 222,500 | $130.1M | 1.35% | −12,000−5.1% | Reduced |
| CCLA Investment Management Ltd | 266,593 | $129.9M | 2.00% | 00.0% | Unchanged |
| M&T Bank Corp | 220,590 | $129.0M | 0.42% | +26,074+13.4% | Added |
| Cincinnati Insurance Co | 220,081 | $128.7M | 2.16% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 219,220 | $128.2M | 2.22% | −14,141−6.1% | Reduced |
| Gateway Investment Advisers LLC | 212,861 | $124.5M | 1.37% | −5,869−2.7% | Reduced |
| Captrust Financial Advisors | 210,464 | $123.1M | 0.37% | +1,789+0.9% | Added |
| Creative Planning | 212,295 | $123.0M | 0.12% | +14,614+7.4% | Added |
| Locust Wood Capital Advisers, LLC | 209,982 | $122.8M | 4.30% | +43,173+25.9% | Added |
| Daiwa Securities Group Inc. | 208,493 | $121.9M | 0.56% | +28,850+16.1% | Added |
| Glenmede Trust Co NA | 208,482 | $121.9M | 0.58% | +13,332+6.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 206,418 | $120.7M | 1.23% | +206,418 | New |
| Mediolanum International Funds Ltd | 207,191 | $120.4M | 1.68% | −32,722−13.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 204,264 | $119.4M | 1.04% | −38,898−16.0% | Reduced |
| Bradley Foster & Sargent Inc | 203,721 | $119.1M | 1.99% | +4,339+2.2% | Added |
| Argent Capital Management LLC | 203,455 | $119.0M | 3.29% | −3,822−1.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 201,019 | $117.5M | 0.74% | −1,144−0.6% | Reduced |
| Fred Alger Management, LLC | 199,460 | $116.6M | 0.57% | +95,503+91.9% | Added |
| Intech Investment Management LLC | 197,914 | $115.7M | 1.29% | −139,340−41.3% | Reduced |
| Keybank National Association | 196,424 | $114.8M | 0.44% | −2,817−1.4% | Reduced |
| CIBC World Markets Inc. | 194,891 | $113.9M | 0.26% | +717+0.4% | Added |
| King Luther Capital Management Corp | 193,605 | $113.2M | 0.49% | +14,537+8.1% | Added |
| IFM Investors Pty Ltd | 189,925 | $111.0M | 1.07% | −436−0.2% | Reduced |
| Parnassus Investments | 189,415 | $110.7M | 0.23% | +187,332+8,993.4% | Added |