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 |
|---|---|---|---|---|---|
| Menora Mivtachim Holdings Ltd. | 338,328 | $177.2M | 1.15% | −74,168−18.0% | Reduced |
| Blair William & Co | 338,077 | $177.1M | 0.53% | −31,832−8.6% | Reduced |
| Evercore Wealth Management, LLC | 332,723 | $174.3M | 2.81% | −11,927−3.5% | Reduced |
| CIBC Asset Management Inc | 332,522 | $174.1M | 0.58% | −47,124−12.4% | Reduced |
| Marex Group plc | 332,183 | $174.0M | 3.33% | +168,629+103.1% | Added |
| DnB Asset Management AS | 331,789 | $173.8M | 0.80% | +61,031+22.5% | Added |
| State of Tennessee, Treasury Department | 326,310 | $170.9M | 0.66% | +6,475+2.0% | Added |
| Banque Pictet & Cie SA | 325,054 | $170.2M | 1.82% | −1,988−0.6% | Reduced |
| Bristol John W & Co Inc | 323,085 | $169.2M | 2.89% | +101,906+46.1% | Added |
| Sterling Capital Management LLC | 319,578 | $167.4M | 2.60% | +3,317+1.0% | Added |
| KLP Kapitalforvaltning AS | 316,235 | $165.6M | 0.81% | +4,800+1.5% | Added |
| AustralianSuper Pty Ltd | 314,876 | $164.9M | 0.93% | −97,023−23.6% | Reduced |
| CIBC World Markets Inc. | 311,354 | $163.1M | 0.37% | −11,984−3.7% | Reduced |
| State of New Jersey Common Pension Fund D | 310,687 | $162.7M | 0.73% | −28,818−8.5% | Reduced |
| Perpetual Ltd | 309,987 | $162.4M | 1.96% | −11,815−3.7% | Reduced |
| Retirement Systems of Alabama | 306,721 | $160.6M | 0.62% | −2,734−0.9% | Reduced |
| Brown Brothers Harriman & Co | 306,590 | $160.6M | 1.12% | +9,327+3.1% | Added |
| Man Group plc | 305,481 | $160.0M | 0.48% | +226,321+285.9% | Added |
| Cooke & Bieler LP | 305,409 | $160.0M | 1.60% | +58,196+23.5% | Added |
| Calamos Advisors LLC | 304,924 | $159.7M | 0.76% | −30,450−9.1% | Reduced |
| Natixis | 303,606 | $159.5M | 0.94% | +151,510+99.6% | Added |
| Resona Asset Management Co.,Ltd. | 304,422 | $159.1M | 0.92% | +20,241+7.1% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 303,506 | $159.0M | 0.98% | −2,415−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 299,203 | $156.7M | 0.22% | +3,982+1.3% | Added |
| Boston Trust Walden Corp | 294,562 | $154.3M | 1.13% | −1,501−0.5% | Reduced |
| Candriam Luxembourg S.C.A. | 291,758 | $152.8M | 0.96% | −87,423−23.1% | Reduced |
| Janney Montgomery Scott LLC | 286,857 | $150.2M | 0.43% | −11,960−4.0% | Reduced |
| CIBC World Markets Corp | 285,934 | $149.8M | 1.19% | −132,437−31.7% | Reduced |
| Bridges Investment Management Inc | 283,173 | $148.3M | 2.14% | −19,166−6.3% | Reduced |
| Westwood Holdings Group Inc. | 280,364 | $146.8M | 1.11% | −11,250−3.9% | Reduced |
| Colony Group, LLC | 277,916 | $145.6M | 0.36% | +12,880+4.9% | Added |
| Bahl & Gaynor Inc | 277,048 | $145.1M | 0.74% | +41,753+17.7% | Added |
| TCW Group Inc | 277,038 | $145.1M | 1.30% | +16,729+6.4% | Added |
| Pictet & Cie (Europe) SA | 274,574 | $143.8M | 3.43% | +10,919+4.1% | Added |
| Arizona State Retirement System | 274,438 | $143.7M | 0.91% | +5,921+2.2% | Added |
| Balyasny Asset Management LLC | 272,744 | $142.8M | 0.36% | −334,808−55.1% | Reduced |
| SurgoCap Partners LP | 271,740 | $142.3M | 7.03% | +271,740 | New |
| CapitalatWork S.A. | 269,943 | $141.4M | 4.58% | −1,474−0.5% | Reduced |
| Omers Administration Corp | 269,089 | $140.9M | 1.23% | +97,968+57.3% | Added |
| Nisa Investment Advisors, LLC | 268,011 | $140.4M | 0.70% | +3,541+1.3% | Added |
| ProShare Advisors LLC | 265,753 | $139.2M | 0.31% | −25,928−8.9% | Reduced |
| Seilern Investment Management Ltd | 263,098 | $137.8M | 9.01% | −39,386−13.0% | Reduced |
| State of Michigan Retirement System | 259,719 | $136.0M | 0.78% | −200−0.1% | Reduced |
| Actiam N.V. | 257,198 | $134.7M | 2.14% | +9,000+3.6% | Added |
| Tredje AP-fonden | 254,454 | $133.3M | 1.24% | −85,494−25.1% | Reduced |
| Comerica Bank | 253,611 | $132.8M | 0.56% | −9,774−3.7% | Reduced |
| Capital Group Private Client Services, Inc. | 253,495 | $132.8M | 1.30% | −7,219−2.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 252,405 | $132.2M | 4.64% | −15,958−5.9% | Reduced |
| Empower Advisory Group, LLC | 251,890 | $131.9M | 0.43% | +15,983+6.8% | Added |
| Cetera Investment Advisers | 247,382 | $129.6M | 0.25% | +20,804+9.2% | Added |
| James Hambro & Partners | 245,642 | $128.6M | 5.37% | +14,784+6.4% | Added |
| MetLife Investment Management | 241,748 | $126.6M | 0.68% | −4,588−1.9% | Reduced |
| Fisher Funds Management LTD | 241,251 | $126.4M | 3.06% | −35,228−12.7% | Reduced |
| Bowie Capital Management, LLC | 240,451 | $125.9M | 6.38% | +30,286+14.4% | Added |
| AMF Pensionsforsakring AB | 237,964 | $124.7M | 0.92% | −6,867−2.8% | Reduced |
| Westfield Capital Management Co LP | 236,174 | $123.7M | 0.60% | −92,890−28.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 234,275 | $122.7M | 0.10% | −3,885−1.6% | Reduced |
| Nordea Investment Management AB | 233,830 | $122.5M | 0.13% | −221,057−48.6% | Reduced |
| Clark Capital Management Group, Inc. | 233,740 | $122.4M | 0.88% | +9,533+4.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 232,618 | $121.8M | 1.46% | +23,800+11.4% | Added |
| Forsta Ap-Fonden | 231,700 | $121.4M | 0.92% | −15,700−6.3% | Reduced |
| Pinnacle Financial Partners Inc | 236,449 | $121.3M | 2.44% | +1,817+0.8% | Added |
| Erste Asset Management GmbH | 246,237 | $119.6M | 1.54% | −10,646−4.1% | Reduced |
| Mondrian Investment Partners LTD | 227,338 | $119.1M | 2.04% | −2,373−1.0% | Reduced |
| Johnson Investment Counsel Inc | 226,084 | $118.4M | 1.14% | −29,522−11.5% | Reduced |
| iA Global Asset Management Inc. | 225,724 | $118.2M | 2.03% | +38,910+20.8% | Added |
| Milestone Resources Group Ltd | 225,114 | $117.9M | 6.25% | 00.0% | Unchanged |
| Creative Planning | 223,939 | $117.3M | 0.11% | +16,620+8.0% | Added |
| Zacks Investment Management | 223,623 | $117.1M | 1.09% | +10,227+4.8% | Added |
| Capital International Inc | 223,571 | $117.1M | 1.42% | +6,552+3.0% | Added |
| Employees Retirement System of Texas | 221,800 | $116.2M | 1.05% | −16,712−7.0% | Reduced |
| Parnassus Investments | 220,796 | $115.6M | 0.28% | +9,617+4.6% | Added |
| Rathbone Brothers plc | 220,134 | $115.3M | 0.56% | −17,261−7.3% | Reduced |
| Cincinnati Insurance Co | 220,081 | $115.3M | 2.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 219,484 | $115.0M | 0.57% | −19,263−8.1% | Reduced |
| Daiwa Securities Group Inc. | 219,104 | $114.8M | 0.49% | +6,088+2.9% | Added |
| Public Sector Pension Investment Board | 217,845 | $114.1M | 0.49% | −254,065−53.8% | Reduced |
| Capitolis Liquid Global Markets LLC | 217,400 | $113.9M | 1.01% | +91,100+72.1% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 217,500 | $113.9M | 0.64% | +217,500 | New |
| M&T Bank Corp | 213,865 | $112.0M | 0.41% | −11,757−5.2% | Reduced |
| Czech National Bank | 211,375 | $110.7M | 1.01% | +11,839+5.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 210,457 | $110.2M | 0.65% | +14,777+7.6% | Added |
| Employees Provident Fund Board | 210,000 | $110.0M | 1.25% | +51,000+32.1% | Added |
| Keybank National Association | 207,524 | $108.7M | 0.44% | +9,907+5.0% | Added |
| Advisor Group Holdings, Inc. | 206,530 | $108.4M | 0.24% | −53,686−20.6% | Reduced |
| Argent Capital Management LLC | 206,446 | $108.1M | 3.31% | +8,362+4.2% | Added |
| Corebridge Financial, Inc. | 205,257 | $107.5M | 0.62% | −6,253−3.0% | Reduced |
| Gateway Investment Advisers LLC | 203,819 | $106.8M | 1.23% | +1,677+0.8% | Added |
| Intech Investment Management LLC | 201,959 | $105.8M | 1.09% | −69,255−25.5% | Reduced |
| OrbiMed Advisors LLC | 201,200 | $105.4M | 2.53% | +70,300+53.7% | Added |
| Van Eck Associates Corp | 200,768 | $105.2M | 0.14% | +3,861+2.0% | Added |
| Worldquant Millennium Advisors LLC | 200,470 | $105.0M | 0.66% | +200,470 | New |
| Cresset Asset Management, LLC | 200,023 | $104.8M | 0.53% | −13,782−6.4% | Reduced |
| Zurich Insurance Group Ltd | 197,587 | $103.5M | 0.84% | +5,964+3.1% | Added |
| Nomura Holdings Inc | 197,172 | $103.3M | 0.55% | −33,482−14.5% | Reduced |
| Kensico Capital Management Corp | 196,600 | $103.0M | 2.32% | −28,870−12.8% | Reduced |
| Factory Mutual Insurance Co | 194,600 | $101.9M | 1.18% | +10,000+5.4% | Added |
| Manchester Global Management (UK) Ltd | 192,722 | $100.9M | 15.07% | +10,000+5.5% | Added |
| Regions Financial Corp | 190,764 | $99.9M | 0.74% | −14,929−7.3% | Reduced |
| Evelyn Partners Investment Management LLP | 190,396 | $99.7M | 3.32% | +9,727+5.4% | Added |