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, 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
- 3,684
- +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
- 1,386 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 | 3,395 | $325.1B |
| Q1 2026 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Petrus Trust Company, LTA | 118,500 | $59.9M | 5.80% | +38,500+48.1% | Added |
| Formuepleje A/S | 118,863 | $60.1M | 3.24% | +1,466+1.2% | Added |
| O'Shaughnessy Asset Management, LLC | 119,351 | $60.4M | 0.51% | +6,813+6.1% | Added |
| Aviso Financial Inc. | 120,024 | $60.7M | 3.07% | +1,419+1.2% | Added |
| Commerce Bank | 120,415 | $60.9M | 0.38% | +1,316+1.1% | Added |
| Iron Triangle Partners LP | 120,700 | $61.1M | 7.12% | +120,700 | New |
| SP Asset Management LLC | 121,303 | $61.4M | 5.15% | +1,097+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 121,738 | $61.6M | 0.55% | +1,906+1.6% | Added |
| New York Life Investment Management LLC | 123,524 | $62.5M | 0.61% | −14,031−10.2% | Reduced |
| Ofi Invest Asset Management | 128,629 | $62.8M | 1.48% | +128,629 | New |
| GWM Advisors LLC | 124,327 | $62.9M | 0.38% | +3,729+3.1% | Added |
| Kames Capital plc | 124,383 | $63.0M | 0.83% | +40,001+47.4% | Added |
| Huntington National Bank | 125,283 | $63.4M | 0.45% | −3,151−2.5% | Reduced |
| Capitolis Liquid Global Markets LLC | 126,300 | $63.9M | 0.62% | −187,100−59.7% | Reduced |
| State of Alaska, Department of Revenue | 129,471 | $65.5M | 0.73% | +11,620+9.9% | Added |
| OrbiMed Advisors LLC | 130,900 | $66.2M | 1.37% | −48,100−26.9% | Reduced |
| Tiaa Trust, National Association | 131,686 | $66.6M | 0.20% | +7,796+6.3% | Added |
| Parallax Volatility Advisers, L.P. | 133,248 | $67.4M | 1.48% | +125,157+1,546.9% | Added |
| Cornerstone Investment Partners, LLC | 133,652 | $67.6M | 3.36% | −242−0.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 133,842 | $67.7M | 0.66% | +133,842 | New |
| MML Investors Services, LLC | 134,646 | $68.1M | 0.24% | +1,545+1.2% | Added |
| Varma Mutual Pension Insurance Co | 134,662 | $68.1M | 0.52% | −29,200−17.8% | Reduced |
| Groupama Asset Managment | 134,964 | $68.5M | 1.40% | −6,877−4.8% | Reduced |
| Twinbeech Capital LP | 135,881 | $68.7M | 1.18% | +135,881 | New |
| Assetmark, Inc | 135,936 | $68.8M | 0.19% | +28,379+26.4% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 136,106 | $68.9M | 1.29% | +49,324+56.8% | Added |
| Hollencrest Capital Management | 136,431 | $69.0M | 2.78% | −240.0% | Reduced |
| Harvest Portfolios Group Inc. | 136,633 | $69.1M | 2.31% | +9,843+7.8% | Added |
| Jefferies Financial Group Inc. | 137,209 | $69.4M | 0.77% | +105,539+333.2% | Added |
| Vaughan David Investments LLC | 139,163 | $70.4M | 1.66% | −110−0.1% | Reduced |
| Manning & Napier Advisors LLC | 139,422 | $70.5M | 0.81% | −124,232−47.1% | Reduced |
| Cercano Management LLC | 139,837 | $70.7M | 1.80% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 140,266 | $71.0M | 0.73% | −43,814−23.8% | Reduced |
| TPG GP A, LLC | 141,762 | $71.7M | 1.16% | −160,011−53.0% | Reduced |
| Nicholas Company, Inc. | 142,641 | $72.2M | 1.17% | +3,031+2.2% | Added |
| Distillate Capital Partners LLC | 143,861 | $72.8M | 3.58% | +23,635+19.7% | Added |
| Vantage Investment Partners, LLC | 145,767 | $73.7M | 6.43% | −8,363−5.4% | Reduced |
| Xponance, Inc. | 145,776 | $73.7M | 0.67% | +3,470+2.4% | Added |
| Riverbridge Partners LLC | 146,365 | $74.0M | 1.01% | −6,020−4.0% | Reduced |
| Sanctuary Advisors, LLC | 136,986 | $74.7M | 0.47% | −8,292−5.7% | Reduced |
| Lido Advisors, LLC | 147,860 | $74.8M | 0.47% | +26,487+21.8% | Added |
| Pathstone Holdings, LLC | 148,151 | $74.9M | 0.33% | −5,335−3.5% | Reduced |
| Mercer Global Advisors Inc | 148,301 | $75.0M | 0.18% | −240,102−61.8% | Reduced |
| ExodusPoint Capital Management, LP | 149,705 | $75.7M | 0.79% | +108,195+260.6% | Added |
| AE Wealth Management LLC | 150,041 | $75.9M | 0.64% | +24,069+19.1% | Added |
| Financial Counselors Inc | 150,505 | $76.1M | 1.11% | −1,310−0.9% | Reduced |
| Natixis | 152,096 | $76.9M | 0.52% | −204,333−57.3% | Reduced |
| Utah Retirement Systems | 152,554 | $77.2M | 0.85% | +361+0.2% | Added |
| Locust Wood Capital Advisers, LLC | 158,147 | $80.0M | 2.96% | −51,835−24.7% | Reduced |
| Employees Provident Fund Board | 159,000 | $80.4M | 1.00% | +80,861+103.5% | Added |
| Bellevue Group AG | 159,713 | $80.8M | 1.56% | −65,837−29.2% | Reduced |
| Border to Coast Pensions Partnership Ltd | 160,002 | $80.9M | 1.58% | +18,737+13.3% | Added |
| Eastern Bank | 160,257 | $81.1M | 1.51% | +154+0.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 160,400 | $81.1M | 0.70% | +38,400+31.5% | Added |
| Nissay Asset Management Corp | 159,519 | $81.4M | 0.50% | −83,592−34.4% | Reduced |
| Marex Group plc | 163,554 | $82.7M | 1.41% | −94,567−36.6% | Reduced |
| Captrust Financial Advisors | 164,324 | $83.1M | 0.24% | −46,140−21.9% | Reduced |
| TD Waterhouse Canada Inc. | 165,645 | $83.9M | 0.68% | −7,181−4.2% | Reduced |
| Capital Fund Management S.A. | 167,958 | $85.0M | 0.84% | +167,958 | New |
| CCLA Investment Management Ltd | 170,807 | $86.5M | 1.37% | −95,786−35.9% | Reduced |
| Omers Administration Corp | 171,121 | $86.6M | 0.76% | +2,225+1.3% | Added |
| MAI Capital Management | 171,205 | $86.6M | 0.65% | +1,830+1.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 173,346 | $87.7M | 0.92% | −45,874−20.9% | Reduced |
| Swiss Life Asset Management Ltd | 173,931 | $87.9M | 0.65% | −3,310−1.9% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 174,500 | $88.3M | 1.37% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 174,931 | $88.5M | 0.90% | −14,994−7.9% | Reduced |
| Sapient Capital LLC | 175,619 | $88.8M | 1.70% | +2,580+1.5% | Added |
| Nan Shan Life Insurance Co., Ltd. | 175,666 | $88.9M | 2.13% | +175,666 | New |
| Sands Capital Management, LLC | 175,714 | $88.9M | 0.26% | −56,119−24.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 175,913 | $89.0M | 1.29% | −1,029−0.6% | Reduced |
| Rock Springs Capital Management LP | 176,000 | $89.0M | 3.39% | −118,250−40.2% | Reduced |
| Mediolanum International Funds Ltd | 176,620 | $89.5M | 1.16% | −30,571−14.8% | Reduced |
| Abrams Bison Investments, LLC | 180,000 | $91.1M | 9.38% | −6,000−3.2% | Reduced |
| Evelyn Partners Investment Management LLP | 180,669 | $91.4M | 2.97% | +180,669 | New |
| Bristol Gate Capital Partners Inc. | 181,804 | $92.0M | 4.48% | −3,127−1.7% | Reduced |
| Manchester Global Management (UK) Ltd | 182,722 | $92.4M | 12.19% | +7,490+4.3% | Added |
| Factory Mutual Insurance Co | 184,600 | $93.4M | 1.01% | −37,900−17.0% | Reduced |
| Amalgamated Bank | 185,296 | $93.7M | 0.77% | −2,732−1.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 185,677 | $93.9M | 1.79% | −3,226−1.7% | Reduced |
| iA Global Asset Management Inc. | 186,814 | $94.5M | 1.66% | +16,366+9.6% | Added |
| Glenmede Trust Co NA | 187,116 | $94.7M | 0.48% | −21,366−10.2% | Reduced |
| King Luther Capital Management Corp | 190,627 | $96.4M | 0.42% | −2,978−1.5% | Reduced |
| Zurich Insurance Group Ltd | 191,623 | $96.9M | 0.79% | −78,100−29.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 194,882 | $98.6M | 0.87% | −9,382−4.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 195,680 | $99.0M | 0.62% | −5,339−2.7% | Reduced |
| Brandywine Global Investment Management, LLC | 195,792 | $99.0M | 0.72% | +195,792 | New |
| Van Eck Associates Corp | 196,907 | $99.6M | 0.13% | +22,059+12.6% | Added |
| Keybank National Association | 197,617 | $100.0M | 0.38% | +1,193+0.6% | Added |
| Argent Capital Management LLC | 198,084 | $100.2M | 2.83% | −5,371−2.6% | Reduced |
| Czech National Bank | 199,536 | $100.9M | 0.93% | +11,426+6.1% | Added |
| Gateway Investment Advisers LLC | 202,142 | $102.3M | 1.14% | −10,719−5.0% | Reduced |
| Regions Financial Corp | 205,693 | $104.1M | 0.76% | −24,316−10.6% | Reduced |
| Bradley Foster & Sargent Inc | 205,989 | $104.2M | 1.75% | +2,268+1.1% | Added |
| Advisor Group Holdings, Inc. | 260,216 | $104.7M | 0.24% | +27,821+12.0% | Added |
| Creative Planning | 207,319 | $104.9M | 0.10% | −4,976−2.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 208,818 | $105.6M | 1.07% | +2,400+1.2% | Added |
| Bowie Capital Management, LLC | 210,165 | $106.3M | 5.63% | +38,107+22.1% | Added |
| Parnassus Investments | 211,179 | $106.8M | 0.24% | +21,764+11.5% | Added |
| Corebridge Financial, Inc. | 211,510 | $107.0M | 0.58% | −13,167−5.9% | Reduced |
| Daiwa Securities Group Inc. | 213,016 | $107.8M | 0.48% | +4,523+2.2% | Added |