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, 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 | 3,395 | $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, 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 |
|---|---|---|---|---|---|
| Longview Partners (Guernsey) LTD | 937,732 | $491.1M | 3.95% | −58,130−5.8% | Reduced |
| Marshall Wace, LLP | 931,166 | $487.7M | 0.65% | −1,023,067−52.4% | Reduced |
| Ci Investments Inc. | 922,255 | $483.0M | 2.04% | −69,053−7.0% | Reduced |
| Capital Wealth Planning, LLC | 918,268 | $480.9M | 4.17% | −207,383−18.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 914,051 | $478.7M | 0.89% | +2,429+0.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 909,238 | $475.0M | 1.54% | −605,491−40.0% | Reduced |
| DekaBank Deutsche Girozentrale | 925,789 | $475.0M | 0.93% | −10,633−1.1% | Reduced |
| Mairs & Power Inc | 906,654 | $474.9M | 4.94% | +38,247+4.4% | Added |
| State Board of Administration of Florida Retirement System | 886,865 | $464.5M | 0.92% | +2,070+0.2% | Added |
| Neuberger Berman Group LLC | 869,125 | $455.0M | 0.38% | −388,165−30.9% | Reduced |
| Prudential Financial Inc | 859,462 | $450.1M | 0.64% | +52,698+6.5% | Added |
| Bank of Nova Scotia | 859,187 | $450.0M | 1.01% | +223,732+35.2% | Added |
| D. E. Shaw & Co., Inc. | 840,775 | $440.4M | 0.52% | +746,129+788.3% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 822,168 | $430.6M | 7.82% | −15,828−1.9% | Reduced |
| Danske Bank A/S | 815,490 | $427.1M | 1.30% | +56,457+7.4% | Added |
| Handelsbanken Fonder AB | 812,296 | $425.4M | 1.75% | −64,052−7.3% | Reduced |
| KBC Group NV | 805,617 | $421.9M | 1.31% | −112,699−12.3% | Reduced |
| Guardcap Asset Management Ltd | 785,551 | $411.4M | 7.97% | +60,857+8.4% | Added |
| AQR Capital Management LLC | 784,689 | $411.0M | 0.42% | +561,451+251.5% | Added |
| APG Asset Management N.V. | 845,002 | $409.7M | 1.27% | −41,444−4.7% | Reduced |
| Citadel Advisors LLC | 781,208 | $409.2M | 0.40% | −799,210−50.6% | Reduced |
| New York State Teachers Retirement System | 774,581 | $405.7M | 0.94% | −37,026−4.6% | Reduced |
| Nomura Asset Management Co Ltd | 768,226 | $402.4M | 1.23% | +48,501+6.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 739,874 | $387.5M | 0.78% | +13,347+1.8% | Added |
| Robeco Institutional Asset Management B.V. | 711,450 | $372.6M | 0.72% | +1,265+0.2% | Added |
| Baillie Gifford & Co | 707,792 | $370.7M | 0.32% | −50,631−6.7% | Reduced |
| Victory Capital Management Inc | 703,785 | $368.6M | 0.38% | +76,046+12.1% | Added |
| Korea Investment CORP | 699,541 | $366.4M | 0.89% | +12,498+1.8% | Added |
| Brown Advisory Inc | 696,976 | $365.0M | 0.52% | −10,569−1.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 693,917 | $363.4M | 1.16% | −3,418−0.5% | Reduced |
| Natixis Advisors, L.P. | 684,407 | $358.5M | 0.66% | −61,021−8.2% | Reduced |
| Thrivent Financial for Lutherans | 675,913 | $355.1M | 0.78% | +343,100+103.1% | Added |
| Orbis Allan Gray Ltd | 665,142 | $348.4M | 1.99% | −1,223,044−64.8% | Reduced |
| Susquehanna International Group, LLP | 657,068 | $344.1M | 0.56% | −131,037−16.6% | Reduced |
| Public Employees Retirement Association of Colorado | 629,361 | $329.6M | 1.41% | −207,644−24.8% | Reduced |
| Mackenzie Financial Corp | 628,768 | $329.3M | 0.47% | −67,177−9.7% | Reduced |
| William Blair Investment Management, LLC | 625,021 | $327.4M | 0.92% | −37,754−5.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 624,137 | $326.9M | 0.94% | +26,943+4.5% | Added |
| Provident Trust Co | 619,376 | $324.4M | 6.05% | −6,769−1.1% | Reduced |
| Epoch Investment Partners, Inc. | 609,231 | $319.1M | 1.65% | −103,493−14.5% | Reduced |
| Jensen Investment Management Inc | 607,378 | $318.1M | 3.52% | −108,689−15.2% | Reduced |
| Jarislowsky, Fraser Ltd | 595,533 | $311.9M | 1.95% | −12,049−2.0% | Reduced |
| SRS Investment Management, LLC | 586,729 | $307.3M | 4.12% | +294,750+100.9% | Added |
| Truist Financial Corp | 584,435 | $306.1M | 0.49% | −2,200−0.4% | Reduced |
| Findlay Park Partners LLP | 575,626 | $301.5M | 3.10% | −75,100−11.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 575,020 | $301.2M | 0.78% | +15,728+2.8% | Added |
| HighTower Advisors, LLC | 573,786 | $300.5M | 0.41% | +15,854+2.8% | Added |
| Veritas Investment Partners (UK) Ltd. | 569,934 | $298.5M | 5.46% | +11,410+2.0% | Added |
| Canoe Financial LP | 562,759 | $294.7M | 4.72% | +100,659+21.8% | Added |
| Magellan Asset Management Ltd | 557,912 | $292.2M | 3.55% | −77,638−12.2% | Reduced |
| Sarasin & Partners LLP | 554,313 | $290.3M | 3.15% | +554,313 | New |
| Brandywine Global Investment Management, LLC | 553,211 | $289.7M | 2.09% | +357,419+182.6% | Added |
| Lord, Abbett & Co. LLC | 551,944 | $289.1M | 1.03% | −3,865−0.7% | Reduced |
| Fort Washington Investment Advisors Inc | 530,103 | $277.6M | 1.70% | +1,465+0.3% | Added |
| Holocene Advisors, LP | 525,084 | $275.0M | 0.81% | +18,480+3.6% | Added |
| State of Wisconsin Investment Board | 521,771 | $273.3M | 0.71% | +5,446+1.1% | Added |
| Asset Management One Co.,Ltd. | 516,970 | $270.8M | 0.94% | +32,612+6.7% | Added |
| Toronto Dominion Bank | 512,907 | $268.6M | 0.69% | −257,687−33.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 511,669 | $268.0M | 0.51% | −73,642−12.6% | Reduced |
| Panagora Asset Management Inc | 508,849 | $266.5M | 1.33% | +246,321+93.8% | Added |
| M&G Plc | 504,635 | $264.4M | 1.27% | −6,504−1.3% | Reduced |
| Jennison Associates LLC | 502,076 | $263.0M | 0.18% | +257,599+105.4% | Added |
| Storebrand Asset Management AS | 496,790 | $260.2M | 0.85% | −66,002−11.7% | Reduced |
| Point72 Asset Management, L.P. | 495,821 | $259.7M | 0.73% | +119,003+31.6% | Added |
| Harding Loevner LP | 487,113 | $255.1M | 1.95% | −85,292−14.9% | Reduced |
| Loomis Sayles & Co L P | 483,821 | $253.4M | 0.37% | −161,181−25.0% | Reduced |
| Waverton Investment Management Ltd | 480,418 | $251.6M | 3.89% | +41,441+9.4% | Added |
| STRS Ohio | 477,679 | $250.2M | 1.05% | +33,547+7.6% | Added |
| Fiduciary Management Inc | 472,710 | $247.6M | 2.39% | +55,086+13.2% | Added |
| Cincinnati Financial Corp | 468,822 | $245.5M | 5.48% | 00.0% | Unchanged |
| Fifth Third Bancorp | 467,687 | $245.0M | 0.93% | −8,598−1.8% | Reduced |
| Scotia Capital Inc. | 460,027 | $240.9M | 1.29% | −10,909−2.3% | Reduced |
| Squarepoint Ops LLC | 455,763 | $238.7M | 0.58% | +118,315+35.1% | Added |
| Credit Agricole S A | 451,425 | $236.4M | 0.89% | +16,858+3.9% | Added |
| Unisphere Establishment | 450,000 | $235.7M | 2.06% | +50,000+12.5% | Added |
| USS Investment Management Ltd | 449,460 | $235.4M | 1.79% | −35,499−7.3% | Reduced |
| AXA S.A. | 448,470 | $234.9M | 0.77% | +1,281+0.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 448,102 | $234.7M | 0.63% | +89,910+25.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 443,840 | $232.5M | 2.39% | +40,759+10.1% | Added |
| Cerity Partners LLC | 443,059 | $232.1M | 0.48% | −33,933−7.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 442,301 | $231.7M | 1.14% | −74,071−14.3% | Reduced |
| Davenport & Co LLC | 442,716 | $231.2M | 1.37% | +22,936+5.5% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 438,800 | $229.8M | 0.86% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 437,977 | $229.4M | 0.44% | +21,826+5.2% | Added |
| Route One Investment Company, L.P. | 435,600 | $228.1M | 9.51% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 435,006 | $227.8M | 0.91% | +7,322+1.7% | Added |
| Teacher Retirement System of Texas | 432,078 | $226.3M | 0.94% | +40,310+10.3% | Added |
| British Columbia Investment Management Corp | 431,319 | $225.9M | 1.39% | +33,249+8.4% | Added |
| Mariner, LLC | 430,869 | $225.6M | 0.38% | −75,263−14.9% | Reduced |
| SEI Investments Co | 430,752 | $225.6M | 0.29% | +12,115+2.9% | Added |
| Haverford Trust Co | 424,852 | $222.5M | 2.24% | −1,293−0.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 421,577 | $220.8M | 0.26% | −858,535−67.1% | Reduced |
| Focused Investors LLC | 413,900 | $216.8M | 6.96% | −12,700−3.0% | Reduced |
| Public Employees Retirement System of Ohio | 381,290 | $199.7M | 0.72% | −178,393−31.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 380,359 | $199.2M | 1.00% | +27,754+7.9% | Added |
| Rockefeller Capital Management L.P. | 378,914 | $198.5M | 0.49% | −18,148−4.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 360,083 | $188.4M | 0.33% | +1,346+0.4% | Added |
| Great Lakes Advisors, LLC | 353,050 | $183.1M | 1.64% | +420.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 345,917 | $181.2M | 1.85% | +18,849+5.8% | Added |
| Mn Services Vermogensbeheer B.V. | 340,000 | $178.1M | 1.38% | −25,300−6.9% | Reduced |