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
- 3,685
- +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 | 3,395 | $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, 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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 991,308 | $501.5M | 1.89% | +107,716+12.2% | Added |
| LPL Financial LLC | 985,704 | $498.7M | 0.20% | +89,760+10.0% | Added |
| Allen Investment Management LLC | 966,550 | $488.9M | 5.65% | −30,716−3.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 944,473 | $477.8M | 0.99% | −85,067−8.3% | Reduced |
| DekaBank Deutsche Girozentrale | 936,422 | $474.0M | 0.88% | 00.0% | Unchanged |
| KBC Group NV | 918,316 | $464.5M | 1.28% | +35,973+4.1% | Added |
| Adage Capital Partners GP, L.L.C. | 911,622 | $461.2M | 0.81% | +2,150+0.2% | Added |
| Aviva PLC | 892,380 | $451.4M | 1.17% | −144,457−13.9% | Reduced |
| State Board of Administration of Florida Retirement System | 884,795 | $447.6M | 0.85% | −1,351−0.2% | Reduced |
| Handelsbanken Fonder AB | 876,348 | $443.3M | 1.69% | −3230.0% | Reduced |
| Mairs & Power Inc | 868,407 | $439.3M | 4.25% | −23,255−2.6% | Reduced |
| StonePine Asset Management Inc. | 865,875 | $438.0M | 4.10% | −13,287−1.5% | Reduced |
| APG Asset Management N.V. | 886,446 | $433.0M | 1.21% | +722,421+440.4% | Added |
| Voya Investment Management LLC | 847,032 | $428.5M | 0.45% | −201,607−19.2% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 837,996 | $423.9M | 7.20% | −128,319−13.3% | Reduced |
| Public Employees Retirement Association of Colorado | 837,005 | $423.4M | 1.68% | −22,203−2.6% | Reduced |
| New York State Teachers Retirement System | 811,607 | $410.6M | 0.86% | −38,853−4.6% | Reduced |
| Prudential Financial Inc | 806,764 | $408.1M | 0.56% | −83,345−9.4% | Reduced |
| Jane Street Group, LLC | 795,732 | $402.5M | 0.64% | +625,020+366.1% | Added |
| Susquehanna International Group, LLP | 788,105 | $398.7M | 0.60% | +472,869+150.0% | Added |
| Toronto Dominion Bank | 770,594 | $389.8M | 0.74% | +174,021+29.2% | Added |
| Danske Bank A/S | 759,033 | $384.0M | 1.15% | +82,054+12.1% | Added |
| Baillie Gifford & Co | 758,423 | $383.7M | 0.29% | −108,077−12.5% | Reduced |
| Natixis Advisors, L.P. | 745,428 | $377.1M | 0.70% | +2,493+0.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 726,527 | $367.5M | 0.73% | +726,527 | New |
| Guardcap Asset Management Ltd | 724,694 | $366.6M | 5.92% | −98,005−11.9% | Reduced |
| Nomura Asset Management Co Ltd | 719,725 | $364.1M | 1.10% | +44,801+6.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 716,647 | $362.5M | 1.24% | +21,402+3.1% | Added |
| Jensen Investment Management Inc | 716,067 | $362.2M | 3.28% | −10,968−1.5% | Reduced |
| Epoch Investment Partners, Inc. | 712,724 | $360.5M | 1.75% | −69,026−8.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 710,185 | $359.3M | 0.68% | +35,719+5.3% | Added |
| Brown Advisory Inc | 707,545 | $357.9M | 0.45% | +13,157+1.9% | Added |
| Assenagon Asset Management S.A. | 702,722 | $355.5M | 0.64% | +331,539+89.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 697,335 | $352.8M | 1.07% | +28,940+4.3% | Added |
| Mackenzie Financial Corp | 695,945 | $352.1M | 0.48% | +21,373+3.2% | Added |
| National Bank of Canada | 690,249 | $349.2M | 0.45% | −356,165−34.0% | Reduced |
| Korea Investment CORP | 687,043 | $347.5M | 0.82% | −36,032−5.0% | Reduced |
| William Blair Investment Management, LLC | 662,775 | $335.3M | 0.82% | +50,945+8.3% | Added |
| Findlay Park Partners LLP | 650,726 | $329.2M | 3.27% | −102,900−13.7% | Reduced |
| Loomis Sayles & Co L P | 645,002 | $326.3M | 0.41% | −8,501−1.3% | Reduced |
| Magellan Asset Management Ltd | 635,550 | $321.5M | 3.53% | +14,713+2.4% | Added |
| Bank of Nova Scotia | 635,455 | $321.5M | 0.56% | +345,799+119.4% | Added |
| Victory Capital Management Inc | 627,739 | $317.5M | 0.31% | +22,788+3.8% | Added |
| Provident Trust Co | 626,145 | $316.7M | 5.48% | −6,472−1.0% | Reduced |
| SG Americas Securities, LLC | 624,203 | $315.8M | 1.37% | −350,664−36.0% | Reduced |
| Balyasny Asset Management LLC | 607,552 | $307.3M | 0.72% | +487,626+406.6% | Added |
| Jarislowsky, Fraser Ltd | 607,582 | $304.7M | 1.78% | −32,695−5.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 597,194 | $302.1M | 0.86% | −28,217−4.5% | Reduced |
| Truist Financial Corp | 586,635 | $296.8M | 0.47% | −29,421−4.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 585,311 | $296.1M | 0.57% | +202,295+52.8% | Added |
| Harding Loevner LP | 572,405 | $289.6M | 1.96% | +122,403+27.2% | Added |
| Storebrand Asset Management AS | 562,792 | $284.7M | 0.87% | +17,776+3.3% | Added |
| Public Employees Retirement System of Ohio | 559,683 | $283.1M | 0.97% | +143,093+34.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 559,292 | $282.9M | 0.66% | −51,295−8.4% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 558,524 | $282.8M | 5.06% | −155,496−21.8% | Reduced |
| HighTower Advisors, LLC | 557,932 | $282.2M | 0.39% | −30,547−5.2% | Reduced |
| Lord, Abbett & Co. LLC | 555,809 | $281.2M | 0.89% | −227,334−29.0% | Reduced |
| Fort Washington Investment Advisors Inc | 528,638 | $267.4M | 1.60% | +11,812+2.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 516,372 | $262.2M | 1.18% | −1,428−0.3% | Reduced |
| State of Wisconsin Investment Board | 516,325 | $261.2M | 0.68% | −38,404−6.9% | Reduced |
| M&G Plc | 511,139 | $258.6M | 1.60% | +4,455+0.9% | Added |
| Holocene Advisors, LP | 506,604 | $256.3M | 0.83% | +506,604 | New |
| Mariner, LLC | 506,132 | $256.0M | 0.43% | +6,588+1.3% | Added |
| Asset Management One Co.,Ltd. | 484,358 | $247.0M | 0.85% | −3,571−0.7% | Reduced |
| Cerity Partners LLC | 476,992 | $246.7M | 0.54% | −30,085−5.9% | Reduced |
| USS Investment Management Ltd | 484,959 | $245.6M | 1.78% | +14,897+3.2% | Added |
| Fifth Third Bancorp | 476,285 | $240.9M | 0.87% | +1,907+0.4% | Added |
| Public Sector Pension Investment Board | 471,910 | $238.7M | 1.01% | −16,977−3.5% | Reduced |
| Scotia Capital Inc. | 470,936 | $238.2M | 1.26% | +45,328+10.7% | Added |
| Cincinnati Financial Corp | 468,822 | $237.2M | 5.20% | 00.0% | Unchanged |
| Canoe Financial LP | 462,100 | $233.8M | 3.81% | +90,585+24.4% | Added |
| Nordea Investment Management AB | 454,887 | $231.2M | 0.24% | −110,348−19.5% | Reduced |
| AXA S.A. | 447,189 | $226.2M | 0.69% | −67,301−13.1% | Reduced |
| STRS Ohio | 444,132 | $224.7M | 0.89% | −9,859−2.2% | Reduced |
| Hudson Bay Capital Management LP | 440,963 | $223.1M | 1.35% | +440,963 | New |
| Waverton Investment Management Ltd | 438,977 | $222.3M | 3.54% | −11,789−2.6% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 438,800 | $222.0M | 0.84% | −1,926,600−81.4% | Reduced |
| Route One Investment Company, L.P. | 435,600 | $220.4M | 8.61% | 00.0% | Unchanged |
| Credit Agricole S A | 434,567 | $219.8M | 0.74% | +82,765+23.5% | Added |
| Treasurer of the State of North Carolina | 427,684 | $216.3M | 0.84% | +3,642+0.9% | Added |
| Focused Investors LLC | 426,600 | $215.8M | 6.82% | +16,950+4.1% | Added |
| Haverford Trust Co | 426,145 | $215.6M | 2.14% | −1,280−0.3% | Reduced |
| Davenport & Co LLC | 419,780 | $212.5M | 1.25% | +81,585+24.1% | Added |
| SEI Investments Co | 418,637 | $211.8M | 0.27% | −51,658−11.0% | Reduced |
| CIBC World Markets Corp | 418,371 | $211.6M | 1.25% | +16,984+4.2% | Added |
| Fiduciary Management Inc | 417,624 | $211.3M | 1.97% | +36,023+9.4% | Added |
| Baird Financial Group, Inc. | 416,151 | $210.5M | 0.40% | +18,290+4.6% | Added |
| Menora Mivtachim Holdings Ltd. | 412,496 | $208.7M | 1.31% | −127,225−23.6% | Reduced |
| AustralianSuper Pty Ltd | 411,899 | $208.4M | 0.98% | −144,997−26.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 403,081 | $204.0M | 2.10% | −70,317−14.9% | Reduced |
| Unisphere Establishment | 400,000 | $202.3M | 1.76% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 398,070 | $201.4M | 1.20% | +17,689+4.7% | Added |
| Rockefeller Capital Management L.P. | 397,062 | $200.8M | 0.52% | +65,648+19.8% | Added |
| Teacher Retirement System of Texas | 391,768 | $198.2M | 0.71% | +87,662+28.8% | Added |
| CIBC Asset Management Inc | 379,646 | $191.9M | 0.63% | +1540.0% | Added |
| Candriam Luxembourg S.C.A. | 379,181 | $191.8M | 1.10% | −115,757−23.4% | Reduced |
| Point72 Asset Management, L.P. | 376,818 | $190.6M | 0.52% | +376,818 | New |
| Blair William & Co | 369,909 | $187.1M | 0.54% | −22,845−5.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 365,300 | $184.8M | 1.25% | +7,500+2.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 358,192 | $181.2M | 0.45% | −34,124−8.7% | Reduced |