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 |
|---|---|---|---|---|---|
| Ferguson Wellman Capital Management, Inc | 188,903 | $110.4M | 2.14% | +48,629+34.7% | Added |
| Westfield Capital Management Co LP | 188,130 | $110.0M | 0.50% | −16,324−8.0% | Reduced |
| Czech National Bank | 188,110 | $110.0M | 1.11% | +12,721+7.3% | Added |
| Amalgamated Bank | 188,028 | $109.9M | 0.91% | +1,300+0.7% | Added |
| Abrams Bison Investments, LLC | 186,000 | $108.8M | 9.39% | 00.0% | Unchanged |
| Capital International Inc | 185,653 | $108.5M | 1.37% | +5,547+3.1% | Added |
| Bristol Gate Capital Partners Inc. | 184,931 | $108.1M | 4.95% | +60.0% | Added |
| QRG Capital Management, Inc. | 184,080 | $107.6M | 1.16% | +4,917+2.7% | Added |
| Rathbone Brothers plc | 181,107 | $105.9M | 0.53% | +9,786+5.7% | Added |
| OrbiMed Advisors LLC | 179,000 | $104.7M | 1.92% | +67,000+59.8% | Added |
| Swiss Life Asset Management Ltd | 177,241 | $103.6M | 1.18% | −6,084−3.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 176,942 | $103.5M | 1.48% | −492−0.3% | Reduced |
| Manchester Global Management (UK) Ltd | 175,232 | $102.5M | 16.53% | +20,314+13.1% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 174,500 | $102.0M | 1.52% | −10,500−5.7% | Reduced |
| Sapient Capital LLC | 173,039 | $101.2M | 2.03% | −989−0.6% | Reduced |
| TD Waterhouse Canada Inc. | 172,826 | $100.7M | 0.82% | +7,767+4.7% | Added |
| Bowie Capital Management, LLC | 172,058 | $100.6M | 5.67% | −6,213−3.5% | Reduced |
| Jane Street Group, LLC | 170,712 | $99.8M | 0.16% | −465,988−73.2% | Reduced |
| iA Global Asset Management Inc. | 170,448 | $99.7M | 1.75% | −60,160−26.1% | Reduced |
| MAI Capital Management | 169,375 | $99.0M | 0.95% | −5,172−3.0% | Reduced |
| Omers Administration Corp | 168,896 | $98.8M | 0.91% | +128,800+321.2% | Added |
| Van Eck Associates Corp | 174,848 | $98.7M | 0.12% | +14,918+9.3% | Added |
| First Trust Advisors LP | 167,860 | $98.1M | 0.09% | −368,950−68.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 181,901 | $97.4M | 0.69% | +24,639+15.7% | Added |
| Temasek Holdings (Private) Ltd | 161,656 | $94.5M | 0.38% | +93,618+137.6% | Added |
| Fort Pitt Capital Group, LLC | 161,407 | $94.4M | 2.66% | +7,518+4.9% | Added |
| Eastern Bank | 160,103 | $93.6M | 1.68% | +93,510+140.4% | Added |
| Varma Mutual Pension Insurance Co | 163,862 | $92.5M | 0.73% | +11,700+7.7% | Added |
| Vantage Investment Partners, LLC | 154,130 | $90.1M | 7.57% | +3,909+2.6% | Added |
| Pathstone Holdings, LLC | 153,486 | $89.7M | 0.40% | +1,388+0.9% | Added |
| Riverbridge Partners LLC | 152,385 | $89.1M | 1.19% | −2,364−1.5% | Reduced |
| Utah Retirement Systems | 152,193 | $89.0M | 1.00% | +665+0.4% | Added |
| Financial Counselors Inc | 151,815 | $88.8M | 1.31% | −1,742−1.1% | Reduced |
| Atalanta Sosnoff Capital, LLC | 148,049 | $86.6M | 1.86% | −990−0.7% | Reduced |
| APG Asset Management N.V. | 164,025 | $85.9M | 0.57% | −749,124−82.0% | Reduced |
| Suvretta Capital Management, LLC | 146,845 | $85.9M | 3.08% | −14,623−9.1% | Reduced |
| Sanctuary Advisors, LLC | 145,278 | $85.8M | 0.54% | +21,084+17.0% | Added |
| Walleye Trading LLC | 143,030 | $83.6M | 2.01% | −113,998−44.4% | Reduced |
| Alyeska Investment Group, L.P. | 142,496 | $83.3M | 0.43% | +142,496 | New |
| Xponance, Inc. | 142,306 | $83.2M | 0.80% | +1,940+1.4% | Added |
| Qube Research & Technologies Ltd | 141,067 | $82.5M | 0.15% | +126,364+859.4% | Added |
| Border to Coast Pensions Partnership Ltd | 141,265 | $82.4M | 1.68% | +6,026+4.5% | Added |
| Federated Hermes, Inc. | 140,092 | $81.9M | 0.18% | +11,337+8.8% | Added |
| Cercano Management LLC | 139,837 | $81.8M | 1.96% | +2,211+1.6% | Added |
| Thrivent Financial for Lutherans | 139,828 | $81.8M | 0.16% | −1,898−1.3% | Reduced |
| Nicholas Company, Inc. | 139,610 | $81.6M | 1.33% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 139,273 | $81.4M | 1.87% | −474−0.3% | Reduced |
| New York Life Investment Management LLC | 137,555 | $80.4M | 0.78% | −3,784−2.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 136,714 | $79.9M | 0.19% | +126,974+1,303.6% | Added |
| Hollencrest Capital Management | 136,455 | $79.8M | 3.29% | +248+0.2% | Added |
| Cornerstone Investment Partners, LLC | 133,894 | $78.3M | 3.87% | +8,306+6.6% | Added |
| MML Investors Services, LLC | 133,101 | $77.8M | 0.28% | −3,471−2.5% | Reduced |
| Panagora Asset Management Inc | 130,507 | $76.3M | 0.36% | −2,960−2.2% | Reduced |
| Huntington National Bank | 128,434 | $75.1M | 0.55% | −7,721−5.7% | Reduced |
| Harvest Portfolios Group Inc. | 126,790 | $74.1M | 2.46% | −12,862−9.2% | Reduced |
| AE Wealth Management LLC | 125,972 | $73.7M | 0.67% | +2,839+2.3% | Added |
| Tiaa Trust, National Association | 123,890 | $72.4M | 0.22% | −3,130−2.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 122,000 | $71.3M | 0.78% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 121,923 | $71.3M | 0.42% | −7,064−5.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 121,516 | $71.0M | 0.24% | +4,590+3.9% | Added |
| Lido Advisors, LLC | 121,373 | $71.0M | 0.53% | +2,100+1.8% | Added |
| Mutual of America Capital Management LLC | 120,736 | $70.6M | 0.74% | −2,806−2.3% | Reduced |
| GWM Advisors LLC | 120,598 | $70.5M | 0.46% | −2,528−2.1% | Reduced |
| Distillate Capital Partners LLC | 120,226 | $70.3M | 3.52% | −9,460−7.3% | Reduced |
| SP Asset Management LLC | 120,206 | $70.3M | 5.84% | +1,050+0.9% | Added |
| Marsico Capital Management LLC | 120,076 | $70.2M | 1.96% | +120,076 | New |
| Balyasny Asset Management LLC | 119,926 | $70.1M | 0.18% | −193,934−61.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 119,832 | $70.1M | 0.65% | +16,134+15.6% | Added |
| Commerce Bank | 119,099 | $69.6M | 0.43% | −203−0.2% | Reduced |
| Aviso Financial Inc. | 118,605 | $69.3M | 3.44% | +2,320+2.0% | Added |
| State of Alaska, Department of Revenue | 117,851 | $68.9M | 0.73% | +7,135+6.4% | Added |
| Alta Capital Management LLC | 117,637 | $68.8M | 4.09% | +3,315+2.9% | Added |
| Formuepleje A/S | 117,397 | $68.6M | 3.51% | −16,579−12.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 112,538 | $68.1M | 0.61% | +26,161+30.3% | Added |
| Primecap Management Co | 116,464 | $68.1M | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 115,240 | $67.4M | 1.53% | −239−0.2% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 115,100 | $67.3M | 2.89% | +10,680+10.2% | Added |
| Pinebridge Investments, L.P. | 114,075 | $66.7M | 0.50% | +19,065+20.1% | Added |
| Groupama Asset Managment | 141,841 | $66.6M | 1.73% | +18,351+14.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 113,741 | $66.5M | 0.15% | −24,386−17.7% | Reduced |
| Heritage Wealth Advisors | 111,905 | $65.4M | 3.07% | +4,685+4.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 110,352 | $64.5M | 1.63% | −10,933−9.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 110,086 | $64.4M | 2.02% | −11,499−9.5% | Reduced |
| ING Groep NV | 109,966 | $64.3M | 0.37% | −210−0.2% | Reduced |
| GW&K Investment Management, LLC | 109,215 | $63.9M | 0.55% | −639−0.6% | Reduced |
| Assetmark, Inc | 107,557 | $62.9M | 0.18% | +8,314+8.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 107,308 | $62.7M | 0.20% | −4,282−3.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 107,305 | $62.7M | 0.86% | −142−0.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 107,012 | $62.6M | 3.15% | +659+0.6% | Added |
| Yousif Capital Management, LLC | 106,929 | $62.5M | 0.68% | −1,378−1.3% | Reduced |
| Morningstar Investment Services LLC | 107,435 | $62.5M | 0.64% | −1,012−0.9% | Reduced |
| Donaldson Capital Management, LLC | 106,885 | $62.5M | 2.40% | +2,973+2.9% | Added |
| First Long Island Investors, LLC | 106,373 | $62.2M | 4.90% | +452+0.4% | Added |
| ABN AMRO Bank N.V. | 105,875 | $61.4M | 0.84% | +3,878+3.8% | Added |
| JustInvest LLC | 101,526 | $59.4M | 0.96% | +17,687+21.1% | Added |
| Steadfast Capital Management LP | 101,166 | $59.1M | 1.38% | −268,200−72.6% | Reduced |
| Quantinno Capital Management LP | 100,362 | $58.7M | 0.76% | +16,576+19.8% | Added |
| Premier Fund Managers Ltd | 100,000 | $58.2M | 2.06% | −10,000−9.1% | Reduced |
| CWM, LLC | 99,275 | $58.0M | 0.25% | +504+0.5% | Added |
| Guggenheim Capital LLC | 99,001 | $57.9M | 0.41% | −1,811−1.8% | Reduced |