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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 194,882 | $98.6M | 0.87% | −9,382−4.6% | Reduced |
| Zurich Insurance Group Ltd | 191,623 | $96.9M | 0.79% | −78,100−29.0% | Reduced |
| King Luther Capital Management Corp | 190,627 | $96.4M | 0.42% | −2,978−1.5% | Reduced |
| Glenmede Trust Co NA | 187,116 | $94.7M | 0.48% | −21,366−10.2% | Reduced |
| iA Global Asset Management Inc. | 186,814 | $94.5M | 1.66% | +16,366+9.6% | Added |
| Ferguson Wellman Capital Management, Inc | 185,677 | $93.9M | 1.79% | −3,226−1.7% | Reduced |
| Amalgamated Bank | 185,296 | $93.7M | 0.77% | −2,732−1.5% | Reduced |
| Factory Mutual Insurance Co | 184,600 | $93.4M | 1.01% | −37,900−17.0% | Reduced |
| Manchester Global Management (UK) Ltd | 182,722 | $92.4M | 12.19% | +7,490+4.3% | Added |
| Bristol Gate Capital Partners Inc. | 181,804 | $92.0M | 4.48% | −3,127−1.7% | Reduced |
| Evelyn Partners Investment Management LLP | 180,669 | $91.4M | 2.97% | +180,669 | New |
| Abrams Bison Investments, LLC | 180,000 | $91.1M | 9.38% | −6,000−3.2% | Reduced |
| Mediolanum International Funds Ltd | 176,620 | $89.5M | 1.16% | −30,571−14.8% | Reduced |
| Rock Springs Capital Management LP | 176,000 | $89.0M | 3.39% | −118,250−40.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 175,913 | $89.0M | 1.29% | −1,029−0.6% | Reduced |
| Sands Capital Management, LLC | 175,714 | $88.9M | 0.26% | −56,119−24.2% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 175,666 | $88.9M | 2.13% | +175,666 | New |
| Sapient Capital LLC | 175,619 | $88.8M | 1.70% | +2,580+1.5% | Added |
| IFM Investors Pty Ltd | 174,931 | $88.5M | 0.90% | −14,994−7.9% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 174,500 | $88.3M | 1.37% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 173,931 | $87.9M | 0.65% | −3,310−1.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 173,346 | $87.7M | 0.92% | −45,874−20.9% | Reduced |
| MAI Capital Management | 171,205 | $86.6M | 0.65% | +1,830+1.1% | Added |
| Omers Administration Corp | 171,121 | $86.6M | 0.76% | +2,225+1.3% | Added |
| CCLA Investment Management Ltd | 170,807 | $86.5M | 1.37% | −95,786−35.9% | Reduced |
| Capital Fund Management S.A. | 167,958 | $85.0M | 0.84% | +167,958 | New |
| TD Waterhouse Canada Inc. | 165,645 | $83.9M | 0.68% | −7,181−4.2% | Reduced |
| Captrust Financial Advisors | 164,324 | $83.1M | 0.24% | −46,140−21.9% | Reduced |
| Marex Group plc | 163,554 | $82.7M | 1.41% | −94,567−36.6% | Reduced |
| Nissay Asset Management Corp | 159,519 | $81.4M | 0.50% | −83,592−34.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 160,400 | $81.1M | 0.70% | +38,400+31.5% | Added |
| Eastern Bank | 160,257 | $81.1M | 1.51% | +154+0.1% | Added |
| Border to Coast Pensions Partnership Ltd | 160,002 | $80.9M | 1.58% | +18,737+13.3% | Added |
| Bellevue Group AG | 159,713 | $80.8M | 1.56% | −65,837−29.2% | Reduced |
| Employees Provident Fund Board | 159,000 | $80.4M | 1.00% | +80,861+103.5% | Added |
| Locust Wood Capital Advisers, LLC | 158,147 | $80.0M | 2.96% | −51,835−24.7% | Reduced |
| Utah Retirement Systems | 152,554 | $77.2M | 0.85% | +361+0.2% | Added |
| Natixis | 152,096 | $76.9M | 0.52% | −204,333−57.3% | Reduced |
| Financial Counselors Inc | 150,505 | $76.1M | 1.11% | −1,310−0.9% | Reduced |
| AE Wealth Management LLC | 150,041 | $75.9M | 0.64% | +24,069+19.1% | Added |
| ExodusPoint Capital Management, LP | 149,705 | $75.7M | 0.79% | +108,195+260.6% | Added |
| Mercer Global Advisors Inc | 148,301 | $75.0M | 0.18% | −240,102−61.8% | Reduced |
| Pathstone Holdings, LLC | 148,151 | $74.9M | 0.33% | −5,335−3.5% | Reduced |
| Lido Advisors, LLC | 147,860 | $74.8M | 0.47% | +26,487+21.8% | Added |
| Sanctuary Advisors, LLC | 136,986 | $74.7M | 0.47% | −8,292−5.7% | Reduced |
| Riverbridge Partners LLC | 146,365 | $74.0M | 1.01% | −6,020−4.0% | Reduced |
| Xponance, Inc. | 145,776 | $73.7M | 0.67% | +3,470+2.4% | Added |
| Vantage Investment Partners, LLC | 145,767 | $73.7M | 6.43% | −8,363−5.4% | Reduced |
| Distillate Capital Partners LLC | 143,861 | $72.8M | 3.58% | +23,635+19.7% | Added |
| Nicholas Company, Inc. | 142,641 | $72.2M | 1.17% | +3,031+2.2% | Added |
| TPG GP A, LLC | 141,762 | $71.7M | 1.16% | −160,011−53.0% | Reduced |
| QRG Capital Management, Inc. | 140,266 | $71.0M | 0.73% | −43,814−23.8% | Reduced |
| Cercano Management LLC | 139,837 | $70.7M | 1.80% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 139,422 | $70.5M | 0.81% | −124,232−47.1% | Reduced |
| Vaughan David Investments LLC | 139,163 | $70.4M | 1.66% | −110−0.1% | Reduced |
| Jefferies Financial Group Inc. | 137,209 | $69.4M | 0.77% | +105,539+333.2% | Added |
| Harvest Portfolios Group Inc. | 136,633 | $69.1M | 2.31% | +9,843+7.8% | Added |
| Hollencrest Capital Management | 136,431 | $69.0M | 2.78% | −240.0% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 136,106 | $68.9M | 1.29% | +49,324+56.8% | Added |
| Assetmark, Inc | 135,936 | $68.8M | 0.19% | +28,379+26.4% | Added |
| Twinbeech Capital LP | 135,881 | $68.7M | 1.18% | +135,881 | New |
| Groupama Asset Managment | 134,964 | $68.5M | 1.40% | −6,877−4.8% | Reduced |
| Varma Mutual Pension Insurance Co | 134,662 | $68.1M | 0.52% | −29,200−17.8% | Reduced |
| MML Investors Services, LLC | 134,646 | $68.1M | 0.24% | +1,545+1.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 133,842 | $67.7M | 0.66% | +133,842 | New |
| Cornerstone Investment Partners, LLC | 133,652 | $67.6M | 3.36% | −242−0.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 133,248 | $67.4M | 1.48% | +125,157+1,546.9% | Added |
| Tiaa Trust, National Association | 131,686 | $66.6M | 0.20% | +7,796+6.3% | Added |
| OrbiMed Advisors LLC | 130,900 | $66.2M | 1.37% | −48,100−26.9% | Reduced |
| State of Alaska, Department of Revenue | 129,471 | $65.5M | 0.73% | +11,620+9.9% | Added |
| Capitolis Liquid Global Markets LLC | 126,300 | $63.9M | 0.62% | −187,100−59.7% | Reduced |
| Huntington National Bank | 125,283 | $63.4M | 0.45% | −3,151−2.5% | Reduced |
| Kames Capital plc | 124,383 | $63.0M | 0.83% | +40,001+47.4% | Added |
| GWM Advisors LLC | 124,327 | $62.9M | 0.38% | +3,729+3.1% | Added |
| Ofi Invest Asset Management | 128,629 | $62.8M | 1.48% | +128,629 | New |
| New York Life Investment Management LLC | 123,524 | $62.5M | 0.61% | −14,031−10.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 121,738 | $61.6M | 0.55% | +1,906+1.6% | Added |
| SP Asset Management LLC | 121,303 | $61.4M | 5.15% | +1,097+0.9% | Added |
| Iron Triangle Partners LP | 120,700 | $61.1M | 7.12% | +120,700 | New |
| Commerce Bank | 120,415 | $60.9M | 0.38% | +1,316+1.1% | Added |
| Aviso Financial Inc. | 120,024 | $60.7M | 3.07% | +1,419+1.2% | Added |
| O'Shaughnessy Asset Management, LLC | 119,351 | $60.4M | 0.51% | +6,813+6.1% | Added |
| Formuepleje A/S | 118,863 | $60.1M | 3.24% | +1,466+1.2% | Added |
| Petrus Trust Company, LTA | 118,500 | $59.9M | 5.80% | +38,500+48.1% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 117,588 | $59.5M | 2.32% | +35,259+42.8% | Added |
| ING Groep NV | 117,274 | $59.3M | 0.40% | +7,308+6.6% | Added |
| Mutual of America Capital Management LLC | 116,972 | $59.2M | 0.64% | −3,764−3.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 115,631 | $58.5M | 0.20% | −5,885−4.8% | Reduced |
| Ancora Advisors, LLC | 114,909 | $58.1M | 1.30% | −331−0.3% | Reduced |
| Alta Capital Management LLC | 114,383 | $57.9M | 3.45% | −3,254−2.8% | Reduced |
| Quantinno Capital Management LP | 113,867 | $57.6M | 0.57% | +13,505+13.5% | Added |
| Vulcan Value Partners, LLC | 113,489 | $57.4M | 0.96% | +113,489 | New |
| Heritage Wealth Advisors | 113,082 | $57.2M | 2.84% | +1,177+1.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 111,492 | $57.0M | 0.68% | +46,667+72.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 114,504 | $56.1M | 0.23% | +10,826+10.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 110,086 | $55.9M | 1.77% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 110,116 | $55.7M | 0.31% | −11,807−9.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 109,390 | $55.3M | 0.12% | −4,351−3.8% | Reduced |
| Donaldson Capital Management, LLC | 108,821 | $55.0M | 2.10% | +1,936+1.8% | Added |
| CWM, LLC | 108,481 | $54.9M | 0.23% | +9,206+9.3% | Added |