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, Q1 2025
Institutional positions in UnitedHealth Group Inc as of Mar 31, 2025. 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
- 3,614
- −9 vs. Q4 2024
- Shares held
- 810.6M
- +10.6M (+1.3%) vs. Q4 2024
- Total value
- $424.3B
- +$19.7B (+4.9%) vs. Q4 2024
- New holders
- 208
- 1,410 more added
- Sold out
- 217
- 1,668 more reduced
62 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 90,729,585 | $47.5B | 0.86% | +5,583,343+6.6% | Added |
| BlackRock, Inc. | 74,290,219 | $38.9B | 0.82% | +2,275,323+3.2% | Added |
| State Street Corp | 45,338,514 | $23.7B | 0.98% | −254,389−0.6% | Reduced |
| JPMorgan Chase & Co | 26,293,837 | $13.8B | 1.05% | +1,861,002+7.6% | Added |
| Wellington Management Group LLP | 25,847,940 | $13.5B | 2.60% | +2,486,839+10.6% | Added |
| FMR LLC | 24,217,466 | $12.7B | 0.81% | −5,903,163−19.6% | Reduced |
| Capital World Investors | 22,779,755 | $11.9B | 1.93% | +1,264,026+5.9% | Added |
| Price T Rowe Associates Inc | 21,393,161 | $11.2B | 1.38% | −8,5930.0% | Reduced |
| Morgan Stanley | 21,364,718 | $11.2B | 0.80% | −31,480−0.1% | Reduced |
| Capital Research Global Investors | 20,827,122 | $10.9B | 2.37% | +2,860,632+15.9% | Added |
| Geode Capital Management, LLC | 20,637,107 | $10.8B | 0.85% | +680,888+3.4% | Added |
| Capital International Investors | 16,650,107 | $8.72B | 1.71% | +1,034,100+6.6% | Added |
| Norges Bank | 12,589,180 | $6.59B | 0.93% | −14,591−0.1% | Reduced |
| Northern Trust Corp | 9,332,544 | $4.89B | 0.73% | −171,127−1.8% | Reduced |
| Franklin Resources Inc | 8,849,228 | $4.63B | 1.34% | −74,542−0.8% | Reduced |
| Royal Bank of Canada | 8,642,807 | $4.53B | 1.01% | +497,528+6.1% | Added |
| Bank of America Corp | 8,574,601 | $4.49B | 0.40% | +797,655+10.3% | Added |
| Bank of New York Mellon Corp | 8,128,174 | $4.26B | 0.84% | +196,696+2.5% | Added |
| Alliancebernstein L.P. | 7,498,702 | $3.93B | 1.42% | −23,539−0.3% | Reduced |
| UBS Asset Management Americas Inc | 7,442,651 | $3.90B | 1.00% | −1,150,067−13.4% | Reduced |
| Nuveen, LLC | 7,344,656 | $3.85B | 1.21% | +7,344,656 | New |
| Charles Schwab Investment Management Inc | 7,064,169 | $3.70B | 0.69% | +840,838+13.5% | Added |
| Wells Fargo & Company | 6,435,180 | $3.37B | 0.81% | −363,921−5.4% | Reduced |
| Invesco Ltd. | 5,990,449 | $3.14B | 0.59% | −43,447−0.7% | Reduced |
| Legal & General Group Plc | 5,953,782 | $3.12B | 0.85% | −53,178−0.9% | Reduced |
| Goldman Sachs Group Inc | 5,833,406 | $3.06B | 0.58% | −1,141,809−16.4% | Reduced |
| UBS Group AG | 5,494,668 | $2.88B | 0.64% | +358,350+7.0% | Added |
| Deutsche Bank AG | 5,386,274 | $2.82B | 1.12% | +103,160+2.0% | Added |
| Fisher Asset Management, LLC | 5,250,580 | $2.75B | 1.19% | +1,816,113+52.9% | Added |
| Sanders Capital, LLC | 5,217,526 | $2.73B | 4.08% | −41,067−0.8% | Reduced |
| Dimensional Fund Advisors LP | 5,197,427 | $2.72B | 0.68% | +839,002+19.3% | Added |
| Janus Henderson Group PLC | 4,980,817 | $2.57B | 1.41% | −527,140−9.6% | Reduced |
| Amundi | 4,626,626 | $2.50B | 0.91% | −1,442,474−23.8% | Reduced |
| Barclays PLC | 4,256,797 | $2.23B | 1.01% | +349,006+8.9% | Added |
| Clearbridge Investments, LLC | 4,082,788 | $2.14B | 1.87% | −251,103−5.8% | Reduced |
| Dodge & Cox | 4,020,368 | $2.11B | 1.20% | −72,860−1.8% | Reduced |
| Canada Pension Plan Investment Board | 4,009,623 | $2.10B | 2.04% | −313,380−7.2% | Reduced |
| Ameriprise Financial Inc | 3,897,572 | $2.04B | 0.55% | −781,694−16.7% | Reduced |
| Raymond James Financial Inc | 3,671,484 | $1.92B | 0.72% | −113,636−3.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,059,712 | $1.60B | 1.48% | +319,640+11.7% | Added |
| T. Rowe Price Investment Management, Inc. | 2,876,502 | $1.51B | 1.00% | −1,909,438−39.9% | Reduced |
| Eagle Capital Management LLC | 2,697,626 | $1.41B | 5.15% | +398,515+17.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,615,053 | $1.37B | 0.97% | −4,496−0.2% | Reduced |
| Swiss National Bank | 2,595,561 | $1.36B | 0.96% | −13,100−0.5% | Reduced |
| California Public Employees Retirement System | 2,535,617 | $1.33B | 0.93% | −40,692−1.6% | Reduced |
| HSBC Holdings PLC | 2,511,853 | $1.31B | 0.88% | +50,242+2.0% | Added |
| Arrowstreet Capital, Limited Partnership | 2,253,006 | $1.18B | 0.96% | +1,093,447+94.3% | Added |
| Envestnet Asset Management Inc | 2,239,866 | $1.17B | 0.38% | +99,979+4.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,224,346 | $1.17B | 3.67% | +153,378+7.4% | Added |
| Manufacturers Life Insurance Company, The | 2,190,191 | $1.15B | 1.09% | +52,097+2.4% | Added |
| Citigroup Inc | 2,150,190 | $1.13B | 0.86% | +987,646+85.0% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 2,137,806 | $1.12B | 3.56% | +237,349+12.5% | Added |
| Bank of Montreal | 2,132,560 | $1.12B | 0.60% | −73,051−3.3% | Reduced |
| BNP Paribas Arbitrage, SA | 2,092,079 | $1.10B | 0.84% | +841,220+67.3% | Added |
| Mawer Investment Management Ltd. | 2,073,932 | $1.09B | 5.25% | −56,362−2.6% | Reduced |
| Boston Partners | 2,044,852 | $1.06B | 1.28% | +434,244+27.0% | Added |
| Principal Financial Group Inc | 1,875,874 | $982.5M | 0.55% | −76,141−3.9% | Reduced |
| Schroder Investment Management Group | 1,837,885 | $962.6M | 0.97% | −165,877−8.3% | Reduced |
| National Pension Service | 1,830,167 | $958.5M | 0.92% | +98,245+5.7% | Added |
| American Century Companies Inc | 1,743,044 | $912.9M | 0.56% | +128,253+7.9% | Added |
| Bessemer Group Inc | 1,717,100 | $899.3M | 1.61% | −290,501−14.5% | Reduced |
| National Bank of Canada | 1,641,177 | $859.5M | 1.01% | +950,928+137.8% | Added |
| Sustainable Growth Advisers, LP | 1,637,999 | $857.9M | 4.79% | −20,575−1.2% | Reduced |
| Stifel Financial Corp | 1,607,505 | $842.0M | 0.90% | −43,841−2.7% | Reduced |
| Rhumbline Advisers | 1,588,486 | $832.0M | 0.78% | −10,685−0.7% | Reduced |
| Veritas Asset Management LLP | 1,579,007 | $827.0M | 8.35% | +31,787+2.1% | Added |
| CIBC Private Wealth Group, LLC | 1,435,439 | $793.9M | 1.68% | −3,299−0.2% | Reduced |
| Ensign Peak Advisors, Inc | 1,506,548 | $789.1M | 1.51% | +140,216+10.3% | Added |
| Farallon Capital Management, L.L.C. | 1,497,900 | $784.5M | 4.23% | +35,400+2.4% | Added |
| Allianz Asset Management GmbH | 1,447,572 | $758.2M | 1.12% | −281,712−16.3% | Reduced |
| California State Teachers Retirement System | 1,427,467 | $747.6M | 0.92% | −10,949−0.8% | Reduced |
| TD Asset Management Inc | 1,333,797 | $698.6M | 0.64% | −879,394−39.7% | Reduced |
| Fiera Capital Corp | 1,333,584 | $698.5M | 2.52% | −279,196−17.3% | Reduced |
| Royal London Asset Management Ltd | 1,329,989 | $696.6M | 1.65% | +24,426+1.9% | Added |
| Pictet Asset Management Holding SA | 1,278,950 | $669.8M | 0.74% | +237,965+22.9% | Added |
| Macquarie Group Ltd | 1,262,253 | $661.1M | 0.82% | +100,476+8.6% | Added |
| Lazard Asset Management LLC | 1,259,687 | $659.8M | 1.01% | −604,775−32.4% | Reduced |
| FIL Ltd | 1,245,995 | $652.6M | 0.62% | −133,151−9.7% | Reduced |
| 1832 Asset Management L.P. | 1,228,278 | $643.3M | 1.23% | −7,659−0.6% | Reduced |
| SG Americas Securities, LLC | 1,223,772 | $641.0M | 2.18% | +599,569+96.1% | Added |
| Russell Investments Group, Ltd. | 1,221,397 | $639.2M | 0.88% | −21,465−1.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,201,979 | $629.5M | 0.33% | −8,915−0.7% | Reduced |
| WCM Investment Management, LLC | 1,216,132 | $627.6M | 1.61% | +4,910+0.4% | Added |
| New York State Common Retirement Fund | 1,187,067 | $621.7M | 0.91% | −48,807−3.9% | Reduced |
| Standard Life Aberdeen plc | 1,177,176 | $616.9M | 1.20% | +81,260+7.4% | Added |
| Fayez Sarofim & Co | 1,163,591 | $613.4M | 1.53% | −378,858−24.6% | Reduced |
| First Manhattan Co | 1,145,481 | $599.9M | 1.75% | −377,517−24.8% | Reduced |
| Voya Investment Management LLC | 1,127,586 | $590.5M | 0.66% | +280,554+33.1% | Added |
| StonePine Asset Management Inc. | 1,123,029 | $588.2M | 4.44% | +257,154+29.7% | Added |
| CI Private Wealth, LLC | 1,116,984 | $585.0M | 0.96% | −33,718−2.9% | Reduced |
| Great West Life Assurance Co | 1,110,231 | $582.3M | 1.03% | +30,236+2.8% | Added |
| US Bancorp | 1,094,757 | $573.4M | 0.77% | −24,633−2.2% | Reduced |
| Assenagon Asset Management S.A. | 1,078,472 | $564.8M | 1.01% | +375,750+53.5% | Added |
| LPL Financial LLC | 1,049,652 | $549.8M | 0.21% | +63,948+6.5% | Added |
| Polen Capital Management LLC | 1,037,575 | $543.4M | 1.71% | −88,018−7.8% | Reduced |
| Allen Investment Management LLC | 1,030,968 | $540.0M | 6.30% | +64,418+6.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,027,093 | $537.9M | 1.95% | +310,446+43.3% | Added |
| Millennium Management LLC | 1,010,168 | $529.1M | 0.51% | −120,482−10.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,000,107 | $523.8M | 1.10% | +55,634+5.9% | Added |
| Aviva PLC | 978,872 | $512.7M | 1.24% | +86,492+9.7% | Added |