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
- 3,613
- −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
- 1,667 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 |
|---|---|---|---|---|---|
| Ferguson Wellman Capital Management, Inc | 188,499 | $98.7M | 1.92% | +2,822+1.5% | Added |
| Swiss Life Asset Management Ltd | 187,124 | $98.0M | 0.71% | +13,193+7.6% | Added |
| MAI Capital Management | 186,749 | $97.8M | 0.74% | +15,544+9.1% | Added |
| Amalgamated Bank | 186,742 | $97.8M | 0.84% | +1,446+0.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 185,781 | $97.3M | 0.22% | −157,721−45.9% | Reduced |
| Bristol Gate Capital Partners Inc. | 183,316 | $96.0M | 4.69% | +1,512+0.8% | Added |
| First Trust Advisors LP | 180,398 | $94.5M | 0.08% | −34,636−16.1% | Reduced |
| Mediolanum International Funds Ltd | 179,673 | $92.7M | 1.29% | +3,053+1.7% | Added |
| Nan Shan Life Insurance Co., Ltd. | 175,666 | $92.0M | 2.17% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 175,329 | $91.8M | 1.36% | +175,329 | New |
| IFM Investors Pty Ltd | 175,277 | $91.8M | 0.99% | +346+0.2% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 175,000 | $91.7M | 1.65% | +500+0.3% | Added |
| Nissay Asset Management Corp | 174,901 | $91.6M | 0.60% | +15,382+9.6% | Added |
| Sapient Capital LLC | 174,871 | $91.6M | 1.81% | −748−0.4% | Reduced |
| Sands Capital Management, LLC | 174,787 | $91.5M | 0.31% | −927−0.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 171,259 | $89.7M | 1.32% | −4,654−2.6% | Reduced |
| Glenmede Trust Co NA | 170,144 | $89.1M | 0.48% | −16,972−9.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 169,862 | $89.0M | 0.80% | −25,020−12.8% | Reduced |
| 8 Knots Management, LLC | 168,923 | $88.5M | 11.16% | −123,313−42.2% | Reduced |
| Lido Advisors, LLC | 168,670 | $88.3M | 0.52% | +20,810+14.1% | Added |
| Bellevue Group AG | 164,742 | $86.3M | 1.93% | +5,029+3.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 163,600 | $85.7M | 0.76% | +3,200+2.0% | Added |
| AE Wealth Management LLC | 163,591 | $85.7M | 0.72% | +13,550+9.0% | Added |
| Bradley Foster & Sargent Inc | 161,281 | $84.5M | 1.45% | −44,708−21.7% | Reduced |
| Ninety One UK Ltd | 158,196 | $82.9M | 0.23% | −78,938−33.3% | Reduced |
| Coho Partners, Ltd. | 158,085 | $82.8M | 5.00% | −66,538−29.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 153,722 | $80.5M | 0.91% | −19,624−11.3% | Reduced |
| Vulcan Value Partners, LLC | 153,586 | $80.4M | 1.51% | +40,097+35.3% | Added |
| Utah Retirement Systems | 152,336 | $79.8M | 0.92% | −218−0.1% | Reduced |
| 140 Summer Partners LP | 151,935 | $79.6M | 10.64% | +151,935 | New |
| TD Waterhouse Canada Inc. | 152,217 | $79.5M | 0.65% | −13,428−8.1% | Reduced |
| Xponance, Inc. | 151,694 | $79.4M | 0.77% | +5,918+4.1% | Added |
| Harvest Portfolios Group Inc. | 150,694 | $78.9M | 2.33% | +14,061+10.3% | Added |
| Eastern Bank | 149,691 | $78.4M | 1.54% | −10,566−6.6% | Reduced |
| Quantinno Capital Management LP | 149,608 | $78.4M | 0.51% | +35,741+31.4% | Added |
| Cercano Management LLC | 149,044 | $78.1M | 2.29% | +9,207+6.6% | Added |
| Acadian Asset Management LLC | 148,918 | $78.0M | 0.22% | +89,560+150.9% | Added |
| Capital Fund Management S.A. | 148,124 | $77.6M | 0.99% | −19,834−11.8% | Reduced |
| Captrust Financial Advisors | 147,409 | $77.2M | 0.19% | −16,915−10.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 146,918 | $76.9M | 1.39% | +146,918 | New |
| Nicholas Company, Inc. | 145,166 | $76.0M | 1.32% | +2,525+1.8% | Added |
| TPG GP A, LLC | 144,948 | $75.9M | 1.53% | +3,186+2.2% | Added |
| Mercer Global Advisors Inc | 143,736 | $75.3M | 0.17% | −4,565−3.1% | Reduced |
| Tiaa Trust, National Association | 142,585 | $74.7M | 0.23% | +10,899+8.3% | Added |
| Riverbridge Partners LLC | 142,019 | $74.4M | 1.19% | −4,346−3.0% | Reduced |
| Border to Coast Pensions Partnership Ltd | 141,639 | $74.2M | 1.52% | −18,363−11.5% | Reduced |
| Vantage Investment Partners, LLC | 140,751 | $73.7M | 6.19% | −5,016−3.4% | Reduced |
| Pathstone Holdings, LLC | 139,935 | $73.3M | 0.32% | −8,216−5.5% | Reduced |
| Assetmark, Inc | 139,891 | $73.3M | 0.20% | +3,955+2.9% | Added |
| QRG Capital Management, Inc. | 139,817 | $73.2M | 0.76% | −449−0.3% | Reduced |
| Vaughan David Investments LLC | 139,250 | $72.9M | 1.71% | +87+0.1% | Added |
| MML Investors Services, LLC | 136,391 | $71.4M | 0.24% | +1,745+1.3% | Added |
| Formuepleje A/S | 136,304 | $71.4M | 4.07% | +17,441+14.7% | Added |
| Hollencrest Capital Management | 136,088 | $71.3M | 3.13% | −343−0.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 133,935 | $70.1M | 0.71% | +93+0.1% | Added |
| Cornerstone Investment Partners, LLC | 133,466 | $69.9M | 3.38% | −186−0.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 132,926 | $69.6M | 2.05% | +22,840+20.7% | Added |
| Hudson Bay Capital Management LP | 132,500 | $69.4M | 0.44% | −308,463−70.0% | Reduced |
| State of Alaska, Department of Revenue | 132,495 | $69.4M | 0.79% | +3,024+2.3% | Added |
| Tocqueville Asset Management L.P. | 132,198 | $69.2M | 1.13% | +108,309+453.4% | Added |
| Distillate Capital Partners LLC | 131,677 | $69.0M | 3.53% | −12,184−8.5% | Reduced |
| Jupiter Asset Management Ltd | 131,441 | $68.8M | 0.66% | +119,434+994.7% | Added |
| Polar Capital Holdings Plc | 129,226 | $67.7M | 0.42% | +19,110+17.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 133,697 | $67.5M | 0.28% | +19,193+16.8% | Added |
| Groupama Asset Managment | 129,664 | $66.9M | 1.34% | −5,300−3.9% | Reduced |
| Sanctuary Advisors, LLC | 127,634 | $66.8M | 0.47% | −9,352−6.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 127,262 | $66.7M | 0.14% | +17,872+16.3% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 127,114 | $66.6M | 2.71% | +9,526+8.1% | Added |
| Virginia Retirement Systems Et Al | 126,800 | $66.4M | 0.49% | +126,800 | New |
| O'Shaughnessy Asset Management, LLC | 125,513 | $65.7M | 0.53% | +6,162+5.2% | Added |
| SP Asset Management LLC | 124,931 | $65.4M | 5.77% | +3,628+3.0% | Added |
| Commerce Bank | 124,317 | $65.1M | 0.42% | +3,902+3.2% | Added |
| New York Life Investment Management LLC | 124,114 | $65.0M | 0.66% | +590+0.5% | Added |
| GWM Advisors LLC | 123,207 | $64.5M | 0.38% | −1,120−0.9% | Reduced |
| Aviso Financial Inc. | 122,636 | $64.2M | 3.17% | +2,612+2.2% | Added |
| ING Groep NV | 122,145 | $64.0M | 0.44% | +4,871+4.2% | Added |
| Walleye Trading LLC | 120,509 | $63.1M | 1.79% | −149,825−55.4% | Reduced |
| Varma Mutual Pension Insurance Co | 120,262 | $63.0M | 0.54% | −14,400−10.7% | Reduced |
| Empyrean Capital Partners, LP | 120,000 | $62.9M | 3.36% | +120,000 | New |
| Elo Mutual Pension Insurance Co | 119,487 | $62.6M | 1.40% | +35,218+41.8% | Added |
| Petrus Trust Company, LTA | 119,179 | $62.4M | 5.83% | +679+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 118,560 | $62.1M | 0.21% | +2,929+2.5% | Added |
| Premier Fund Managers Ltd | 120,049 | $61.9M | 2.31% | +20,049+20.0% | Added |
| King Luther Capital Management Corp | 117,764 | $61.7M | 0.28% | −72,863−38.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 117,616 | $61.6M | 0.54% | −4,122−3.4% | Reduced |
| CWM, LLC | 117,358 | $61.5M | 0.25% | +8,877+8.2% | Added |
| Federated Hermes, Inc. | 116,837 | $61.2M | 0.13% | +23,551+25.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 115,290 | $60.4M | 2.96% | +11,540+11.1% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 115,163 | $60.3M | 1.19% | −20,943−15.4% | Reduced |
| Alta Capital Management LLC | 114,618 | $60.0M | 3.90% | +235+0.2% | Added |
| Ancora Advisors, LLC | 114,433 | $59.9M | 1.34% | −476−0.4% | Reduced |
| Steadfast Capital Management LP | 113,500 | $59.4M | 1.69% | +113,500 | New |
| Country Trust Bank | 112,971 | $59.2M | 1.49% | +7,221+6.8% | Added |
| Mutual of America Capital Management LLC | 112,383 | $58.9M | 0.68% | −4,589−3.9% | Reduced |
| Gradient Investments LLC | 110,967 | $58.1M | 1.17% | +13,960+14.4% | Added |
| Mirabella Financial Services LLP | 110,059 | $57.8M | 2.36% | +82,432+298.4% | Added |
| Donaldson Capital Management, LLC | 109,960 | $57.6M | 2.18% | +1,139+1.0% | Added |
| RE Advisers Corp | 108,800 | $57.0M | 1.40% | +52,600+93.6% | Added |
| Tokio Marine Asset Management Co Ltd | 107,701 | $56.4M | 2.05% | +3,211+3.1% | Added |
| Huntington National Bank | 107,283 | $56.2M | 0.41% | −18,000−14.4% | Reduced |