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, Q4 2024
Institutional positions in UnitedHealth Group Inc as of Dec 31, 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
- 3,685
- +274 vs. Q3 2024
- Shares held
- 809.6M
- −2.41M (−0.3%) vs. Q3 2024
- Total value
- $409.5B
- −$62.3B (−13.2%) vs. Q3 2024
- New holders
- 465
- 1,387 more added
- Sold out
- 191
- 1,493 more reduced
66 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 85,146,242 | $43.1B | 0.75% | +192,644+0.2% | Added |
| BlackRock, Inc. | 72,014,896 | $36.4B | 0.74% | −1,599,711−2.2% | Reduced |
| State Street Corp | 45,592,903 | $23.1B | 0.91% | +52,801+0.1% | Added |
| FMR LLC | 30,120,629 | $15.2B | 0.91% | −2,380,516−7.3% | Reduced |
| JPMorgan Chase & Co | 24,432,835 | $12.4B | 0.98% | −1,917,447−7.3% | Reduced |
| Wellington Management Group LLP | 23,361,101 | $11.8B | 2.16% | −1,503,902−6.0% | Reduced |
| Capital World Investors | 21,515,729 | $10.9B | 1.65% | −4,725,017−18.0% | Reduced |
| Price T Rowe Associates Inc | 21,401,754 | $10.8B | 1.25% | −3,621,799−14.5% | Reduced |
| Morgan Stanley | 21,396,198 | $10.8B | 0.76% | +1,396,225+7.0% | Added |
| Geode Capital Management, LLC | 19,956,219 | $10.1B | 0.78% | +319,515+1.6% | Added |
| Capital Research Global Investors | 17,966,490 | $9.09B | 1.87% | −15,806−0.1% | Reduced |
| Capital International Investors | 15,616,007 | $7.90B | 1.48% | +906,365+6.2% | Added |
| Norges Bank | 12,603,771 | $6.38B | 0.84% | +692,408+5.8% | Added |
| Northern Trust Corp | 9,503,671 | $4.81B | 0.68% | +1,058,488+12.5% | Added |
| Franklin Resources Inc | 8,923,770 | $4.51B | 1.26% | +861,854+10.7% | Added |
| UBS Asset Management Americas Inc | 8,592,718 | $4.35B | 1.01% | +2,301,010+36.6% | Added |
| Royal Bank of Canada | 8,145,279 | $4.12B | 0.89% | +123,049+1.5% | Added |
| Bank of New York Mellon Corp | 7,931,478 | $4.01B | 0.74% | +36,394+0.5% | Added |
| Bank of America Corp | 7,776,946 | $3.93B | 0.36% | +39,991+0.5% | Added |
| Alliancebernstein L.P. | 7,522,241 | $3.81B | 1.29% | −392,596−5.0% | Reduced |
| Nuveen Asset Management, LLC | 7,126,845 | $3.61B | 1.02% | +139,844+2.0% | Added |
| Goldman Sachs Group Inc | 6,975,215 | $3.53B | 0.68% | +1,649,085+31.0% | Added |
| Wells Fargo & Company | 6,799,101 | $3.44B | 0.83% | −1,135,847−14.3% | Reduced |
| Amundi | 6,069,100 | $3.18B | 1.11% | +2,991,470+97.2% | Added |
| Charles Schwab Investment Management Inc | 6,223,331 | $3.15B | 0.58% | +182,361+3.0% | Added |
| Invesco Ltd. | 6,033,896 | $3.05B | 0.56% | −87,364−1.4% | Reduced |
| Legal & General Group Plc | 6,006,960 | $3.04B | 0.80% | −455,279−7.0% | Reduced |
| Janus Henderson Group PLC | 5,507,957 | $2.79B | 1.42% | +549,658+11.1% | Added |
| Deutsche Bank AG | 5,283,114 | $2.67B | 1.05% | +476,921+9.9% | Added |
| Sanders Capital, LLC | 5,258,593 | $2.66B | 3.89% | +61,991+1.2% | Added |
| UBS Group AG | 5,136,318 | $2.60B | 0.58% | −986,770−16.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 4,785,940 | $2.42B | 1.49% | +723,115+17.8% | Added |
| Ameriprise Financial Inc | 4,679,266 | $2.37B | 0.61% | +100,753+2.2% | Added |
| Dimensional Fund Advisors LP | 4,358,425 | $2.20B | 0.53% | +344,082+8.6% | Added |
| Clearbridge Investments, LLC | 4,333,891 | $2.19B | 1.78% | −366,532−7.8% | Reduced |
| Canada Pension Plan Investment Board | 4,323,003 | $2.19B | 2.08% | −9,836−0.2% | Reduced |
| Dodge & Cox | 4,093,228 | $2.07B | 1.20% | +191,018+4.9% | Added |
| Barclays PLC | 3,907,791 | $1.98B | 0.98% | +696,010+21.7% | Added |
| Raymond James Financial Inc | 3,785,120 | $1.91B | 0.71% | +3,785,120 | New |
| Fisher Asset Management, LLC | 3,434,467 | $1.74B | 0.69% | +237,300+7.4% | Added |
| GQG Partners LLC | 3,425,564 | $1.73B | 2.57% | −290,674−7.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,740,072 | $1.41B | 1.36% | +156,851+6.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,619,549 | $1.33B | 0.89% | +12,322+0.5% | Added |
| Swiss National Bank | 2,608,661 | $1.32B | 0.88% | −123,300−4.5% | Reduced |
| California Public Employees Retirement System | 2,576,309 | $1.30B | 0.87% | −68,159−2.6% | Reduced |
| HSBC Holdings PLC | 2,461,611 | $1.24B | 0.77% | −123,724−4.8% | Reduced |
| Eagle Capital Management LLC | 2,299,111 | $1.16B | 4.24% | +8,953+0.4% | Added |
| TD Asset Management Inc | 2,213,191 | $1.12B | 0.99% | −101,239−4.4% | Reduced |
| Bank of Montreal | 2,205,611 | $1.12B | 0.56% | −284,191−11.4% | Reduced |
| Envestnet Asset Management Inc | 2,139,887 | $1.08B | 0.35% | −51,150−2.3% | Reduced |
| Manufacturers Life Insurance Company, The | 2,138,094 | $1.08B | 0.94% | +560,607+35.5% | Added |
| Mawer Investment Management Ltd. | 2,130,294 | $1.08B | 4.89% | −49,481−2.3% | Reduced |
| Swedbank AB | 2,114,602 | $1.07B | 1.32% | −144,280−6.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,070,968 | $1.05B | 3.41% | +380,459+22.5% | Added |
| Bessemer Group Inc | 2,007,601 | $1.02B | 1.66% | +15,505+0.8% | Added |
| Schroder Investment Management Group | 2,003,762 | $1.01B | 0.97% | −56,468−2.7% | Reduced |
| Marshall Wace, LLP | 1,954,233 | $988.6M | 1.24% | +1,645,530+533.0% | Added |
| Principal Financial Group Inc | 1,952,015 | $987.4M | 0.54% | +173,379+9.7% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,900,457 | $961.4M | 3.11% | +1,900,457 | New |
| Orbis Allan Gray Ltd | 1,888,186 | $955.2M | 5.14% | −369,669−16.4% | Reduced |
| Lazard Asset Management LLC | 1,864,462 | $943.2M | 1.38% | −314,192−14.4% | Reduced |
| National Pension Service | 1,731,922 | $876.1M | 0.83% | +27,362+1.6% | Added |
| Allianz Asset Management GmbH | 1,729,284 | $874.8M | 1.27% | +144,628+9.1% | Added |
| Sustainable Growth Advisers, LP | 1,658,574 | $839.0M | 4.21% | −123,832−6.9% | Reduced |
| Stifel Financial Corp | 1,651,346 | $835.4M | 0.87% | −17,207−1.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,514,729 | $824.2M | 2.54% | +209,096+16.0% | Added |
| American Century Companies Inc | 1,614,791 | $816.9M | 0.47% | −391,004−19.5% | Reduced |
| Fiera Capital Corp | 1,612,780 | $815.8M | 2.57% | −161,343−9.1% | Reduced |
| Boston Partners | 1,610,608 | $815.7M | 0.99% | +105,715+7.0% | Added |
| Rhumbline Advisers | 1,599,171 | $809.0M | 0.72% | −12,412−0.8% | Reduced |
| Citadel Advisors LLC | 1,580,418 | $799.5M | 0.74% | +1,353,454+596.3% | Added |
| Fayez Sarofim & Co | 1,542,449 | $784.1M | 1.91% | +57,630+3.9% | Added |
| Veritas Asset Management LLP | 1,547,220 | $782.7M | 7.30% | −211,795−12.0% | Reduced |
| First Manhattan Co | 1,522,998 | $770.6M | 2.26% | −34,421−2.2% | Reduced |
| CIBC Private Wealth Group, LLC | 1,438,738 | $754.6M | 1.37% | −43,985−3.0% | Reduced |
| Farallon Capital Management, L.L.C. | 1,462,500 | $739.8M | 3.90% | +364,600+33.2% | Added |
| California State Teachers Retirement System | 1,438,416 | $727.6M | 0.85% | −41,052−2.8% | Reduced |
| FIL Ltd | 1,379,146 | $697.7M | 0.65% | −88,406−6.0% | Reduced |
| Ensign Peak Advisors, Inc | 1,366,332 | $691.2M | 1.23% | −315,289−18.7% | Reduced |
| Royal London Asset Management Ltd | 1,305,563 | $660.4M | 1.61% | −16,266−1.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,280,112 | $647.6M | 0.69% | −3,799,364−74.8% | Reduced |
| Neuberger Berman Group LLC | 1,257,290 | $636.0M | 0.50% | −27,109−2.1% | Reduced |
| BNP Paribas Arbitrage, SA | 1,250,859 | $632.8M | 0.49% | +356,035+39.8% | Added |
| Russell Investments Group, Ltd. | 1,242,862 | $628.8M | 0.87% | +110,302+9.7% | Added |
| 1832 Asset Management L.P. | 1,235,937 | $625.2M | 1.12% | −358,608−22.5% | Reduced |
| New York State Common Retirement Fund | 1,235,874 | $625.2M | 0.84% | −77,561−5.9% | Reduced |
| WCM Investment Management, LLC | 1,211,222 | $615.1M | 1.45% | +6,637+0.6% | Added |
| The PNC Financial Services Group, Inc. | 1,210,894 | $612.5M | 0.41% | −20,087−1.6% | Reduced |
| Citigroup Inc | 1,162,544 | $588.1M | 0.57% | +11,868+1.0% | Added |
| Arrowstreet Capital, Limited Partnership | 1,159,559 | $586.6M | 0.47% | −400,078−25.7% | Reduced |
| CI Private Wealth, LLC | 1,150,702 | $580.4M | 0.96% | −70,352−5.8% | Reduced |
| Macquarie Group Ltd | 1,161,777 | $572.0M | 0.69% | −387,762−25.0% | Reduced |
| Millennium Management LLC | 1,130,650 | $572.0M | 0.50% | +875,832+343.7% | Added |
| Capital Wealth Planning, LLC | 1,125,651 | $569.4M | 5.27% | +115,849+11.5% | Added |
| Polen Capital Management LLC | 1,125,593 | $569.4M | 1.54% | −870,829−43.6% | Reduced |
| US Bancorp | 1,119,390 | $566.3M | 0.74% | +640.0% | Added |
| Standard Life Aberdeen plc | 1,095,916 | $552.9M | 1.04% | −31,131−2.8% | Reduced |
| Great West Life Assurance Co | 1,079,995 | $546.6M | 0.94% | −17,850−1.6% | Reduced |
| Pictet Asset Management Holding SA | 1,040,985 | $526.6M | 0.57% | +212,785+25.7% | Added |
| Longview Partners (Guernsey) LTD | 995,862 | $503.8M | 3.76% | −42,336−4.1% | Reduced |