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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 358,737 | $181.0M | 0.29% | −31,410−8.1% | Reduced |
| Great Lakes Advisors, LLC | 353,008 | $178.6M | 1.53% | −1,202−0.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 352,605 | $178.4M | 0.87% | +170,704+93.8% | Added |
| Evercore Wealth Management, LLC | 344,650 | $174.3M | 2.61% | −3,027−0.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 343,502 | $173.8M | 0.37% | +206,788+151.3% | Added |
| Tredje AP-fonden | 339,948 | $172.0M | 1.54% | +19,866+6.2% | Added |
| State of New Jersey Common Pension Fund D | 339,505 | $171.7M | 0.69% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 337,448 | $170.7M | 0.44% | +266,276+374.1% | Added |
| Thrivent Financial for Lutherans | 332,813 | $169.7M | 0.33% | +192,985+138.0% | Added |
| Calamos Advisors LLC | 335,374 | $169.7M | 0.78% | +26,481+8.6% | Added |
| Westfield Capital Management Co LP | 329,064 | $166.5M | 0.72% | +140,934+74.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 327,068 | $165.5M | 1.69% | −2,464−0.7% | Reduced |
| Banque Pictet & Cie SA | 327,042 | $165.4M | 1.61% | −1,276−0.4% | Reduced |
| CIBC World Markets Inc. | 323,338 | $163.6M | 0.38% | +128,447+65.9% | Added |
| Perpetual Ltd | 321,802 | $162.8M | 1.91% | −61,392−16.0% | Reduced |
| State of Tennessee, Treasury Department | 319,835 | $161.8M | 0.59% | −14,299−4.3% | Reduced |
| Sterling Capital Management LLC | 316,261 | $160.0M | 2.19% | −47,406−13.0% | Reduced |
| KLP Kapitalforvaltning AS | 311,435 | $157.5M | 0.75% | +311,435 | New |
| Retirement Systems of Alabama | 309,455 | $156.5M | 0.58% | −80,097−20.6% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 305,921 | $154.8M | 0.87% | +305,921 | New |
| Agf Management Ltd | 303,581 | $153.6M | 0.76% | +207,474+215.9% | Added |
| Seilern Investment Management Ltd | 302,484 | $153.0M | 8.72% | +302,484 | New |
| Bridges Investment Management Inc | 302,339 | $152.9M | 2.14% | −4,075−1.3% | Reduced |
| Meritage Group LP | 300,755 | $152.1M | 3.63% | +270,755+902.5% | Added |
| Janney Montgomery Scott LLC | 298,817 | $151.2M | 0.42% | −15,881−5.0% | Reduced |
| Brown Brothers Harriman & Co | 297,263 | $150.4M | 1.05% | −16,164−5.2% | Reduced |
| Boston Trust Walden Corp | 296,063 | $149.8M | 1.05% | +1,893+0.6% | Added |
| Commonwealth Equity Services, LLC | 295,221 | $149.3M | 0.22% | −6,634−2.2% | Reduced |
| 8 Knots Management, LLC | 292,236 | $147.8M | 14.79% | +265,360+987.3% | Added |
| SRS Investment Management, LLC | 291,979 | $147.7M | 2.10% | +50,286+20.8% | Added |
| ProShare Advisors LLC | 291,681 | $147.5M | 0.34% | −165,391−36.2% | Reduced |
| Westwood Holdings Group Inc. | 291,614 | $147.5M | 1.14% | +25,637+9.6% | Added |
| Resona Asset Management Co.,Ltd. | 284,181 | $143.9M | 0.85% | −12,548−4.2% | Reduced |
| Renaissance Technologies LLC | 278,658 | $141.0M | 0.21% | +278,658 | New |
| Fisher Funds Management LTD | 276,479 | $139.8M | 3.37% | +276,479 | New |
| Consulta Ltd | 275,000 | $139.1M | 9.11% | 00.0% | Unchanged |
| CapitalatWork S.A. | 271,417 | $137.3M | 4.44% | −23,246−7.9% | Reduced |
| Intech Investment Management LLC | 271,214 | $137.2M | 1.33% | +73,300+37.0% | Added |
| DnB Asset Management AS | 270,758 | $137.0M | 0.59% | +23,391+9.5% | Added |
| Walleye Trading LLC | 270,334 | $136.8M | 2.69% | +127,304+89.0% | Added |
| Arizona State Retirement System | 268,517 | $135.8M | 0.83% | +4,620+1.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 268,363 | $135.8M | 3.80% | −14,079−5.0% | Reduced |
| Colony Group, LLC | 265,036 | $134.1M | 0.35% | −188,122−41.5% | Reduced |
| Nisa Investment Advisors, LLC | 264,470 | $133.8M | 0.52% | −20,699−7.3% | Reduced |
| Pictet & Cie (Europe) SA | 263,655 | $133.4M | 2.93% | +9,872+3.9% | Added |
| Comerica Bank | 263,385 | $133.2M | 0.54% | −15,809−5.7% | Reduced |
| Panagora Asset Management Inc | 262,528 | $132.8M | 0.61% | +132,021+101.2% | Added |
| Capital Group Private Client Services, Inc. | 260,714 | $131.9M | 1.21% | −1,957−0.7% | Reduced |
| TCW Group Inc | 260,309 | $131.7M | 1.11% | −8,916−3.3% | Reduced |
| State of Michigan Retirement System | 259,919 | $131.5M | 0.68% | −3,300−1.3% | Reduced |
| Pinnacle Financial Partners Inc | 234,632 | $130.0M | 2.63% | −8,508−3.5% | Reduced |
| Johnson Investment Counsel Inc | 255,606 | $129.3M | 1.26% | −6,453−2.5% | Reduced |
| Actiam N.V. | 248,198 | $125.6M | 1.93% | +840.0% | Added |
| Forsta Ap-Fonden | 247,400 | $125.1M | 0.89% | −7,000−2.8% | Reduced |
| Cooke & Bieler LP | 247,213 | $125.1M | 1.21% | −1,632−0.7% | Reduced |
| Mondrian Investment Partners LTD | 229,711 | $124.6M | 2.06% | −2,373−1.0% | Reduced |
| MetLife Investment Management | 246,336 | $124.6M | 0.68% | +3,432+1.4% | Added |
| AMF Pensionsforsakring AB | 244,831 | $123.9M | 0.88% | −14,002−5.4% | Reduced |
| Jennison Associates LLC | 244,477 | $123.7M | 0.08% | +3,694+1.5% | Added |
| Erste Asset Management GmbH | 256,883 | $122.5M | 1.50% | +6,498+2.6% | Added |
| Federation des caisses Desjardins du Quebec | 238,747 | $120.8M | 0.61% | +6,215+2.7% | Added |
| Employees Retirement System of Texas | 238,512 | $120.7M | 1.03% | +210,786+760.2% | Added |
| Northwestern Mutual Wealth Management Co | 238,160 | $120.5M | 0.10% | −3,207−1.3% | Reduced |
| Rathbone Brothers plc | 237,395 | $120.1M | 0.58% | +56,288+31.1% | Added |
| Ninety One UK Ltd | 237,134 | $120.0M | 0.32% | −7,363−3.0% | Reduced |
| Empower Advisory Group, LLC | 235,907 | $119.3M | 0.40% | +660.0% | Added |
| Bahl & Gaynor Inc | 235,295 | $119.0M | 0.63% | −940.0% | Reduced |
| James Hambro & Partners | 230,858 | $116.9M | 4.61% | +3,434+1.5% | Added |
| Nomura Holdings Inc | 230,654 | $116.7M | 0.62% | +222,173+2,619.7% | Added |
| Cetera Investment Advisers | 226,578 | $114.6M | 0.24% | −933−0.4% | Reduced |
| M&T Bank Corp | 225,622 | $114.1M | 0.38% | +5,032+2.3% | Added |
| Kensico Capital Management Corp | 225,470 | $114.1M | 2.61% | −44,530−16.5% | Reduced |
| Quadrature Capital Ltd | 225,214 | $114.0M | 2.28% | +203,004+914.0% | Added |
| Milestone Resources Group Ltd | 225,114 | $113.9M | 3.77% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 224,623 | $113.6M | 5.22% | −13,821−5.8% | Reduced |
| Clark Capital Management Group, Inc. | 224,207 | $113.4M | 0.79% | −13,619−5.7% | Reduced |
| AQR Capital Management LLC | 223,238 | $112.9M | 0.15% | −16,232−6.8% | Reduced |
| Qube Research & Technologies Ltd | 223,034 | $112.8M | 0.18% | +81,967+58.1% | Added |
| Bristol John W & Co Inc | 221,179 | $111.9M | 1.84% | −6,112−2.7% | Reduced |
| Cincinnati Insurance Co | 220,081 | $111.3M | 1.97% | 00.0% | Unchanged |
| Capital International Inc | 217,019 | $109.8M | 1.29% | +31,366+16.9% | Added |
| First Trust Advisors LP | 215,034 | $108.8M | 0.10% | +47,174+28.1% | Added |
| Cresset Asset Management, LLC | 213,805 | $108.2M | 0.52% | −238,366−52.7% | Reduced |
| Zacks Investment Management | 213,396 | $107.9M | 1.00% | −32,672−13.3% | Reduced |
| Daiwa Securities Group Inc. | 213,016 | $107.8M | 0.48% | +4,523+2.2% | Added |
| Corebridge Financial, Inc. | 211,510 | $107.0M | 0.58% | −13,167−5.9% | Reduced |
| Parnassus Investments | 211,179 | $106.8M | 0.24% | +21,764+11.5% | Added |
| Bowie Capital Management, LLC | 210,165 | $106.3M | 5.63% | +38,107+22.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 208,818 | $105.6M | 1.07% | +2,400+1.2% | Added |
| Creative Planning | 207,319 | $104.9M | 0.10% | −4,976−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 260,216 | $104.7M | 0.24% | +27,821+12.0% | Added |
| Bradley Foster & Sargent Inc | 205,989 | $104.2M | 1.75% | +2,268+1.1% | Added |
| Regions Financial Corp | 205,693 | $104.1M | 0.76% | −24,316−10.6% | Reduced |
| Gateway Investment Advisers LLC | 202,142 | $102.3M | 1.14% | −10,719−5.0% | Reduced |
| Czech National Bank | 199,536 | $100.9M | 0.93% | +11,426+6.1% | Added |
| Argent Capital Management LLC | 198,084 | $100.2M | 2.83% | −5,371−2.6% | Reduced |
| Keybank National Association | 197,617 | $100.0M | 0.38% | +1,193+0.6% | Added |
| Van Eck Associates Corp | 196,907 | $99.6M | 0.13% | +22,059+12.6% | Added |
| Brandywine Global Investment Management, LLC | 195,792 | $99.0M | 0.72% | +195,792 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 195,680 | $99.0M | 0.62% | −5,339−2.7% | Reduced |