Unitedhealth GroupUNH

13F holders, Q1 2024 (March 31)
3,382holders
18famous investors
$494.60avg. 13F price*

At the end of Q1 2024, 3,382 institutions reported holding Unitedhealth Group Inc. (UNH) in their 13F filings. The largest holders were Vanguard Group Inc. ($41.8B), BlackRock Inc. ($36.4B) and State Street Corp. ($22.6B). 18 famous investors held it, including Jeremy Grantham (3.3% of GMO's portfolio), Andreas Halvorsen (2.5% of Viking Global Investors's portfolio) and David Tepper (1.5% of Appaloosa's portfolio).

Company
Unitedhealth Group Inc.
Sector
Health Care
CUSIP
91324P102
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 3,382Q1 2024Q2 2024: 3,403Q2 2024Q3 2024: 3,474Q3 2024Q4 2024: 3,681Q4 2024Q1 2025: 3,613Q1 2025Q2 2025: 3,184Q2 2025Q3 2025: 3,167Q3 2025Q4 2025: 3,312Q4 2025Q1 2026: 3,052Q1 2026Q2 2026: 3,392Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions127$968.8M
Exits164$1.7B

Ownership 3,382 holders

Vanguard Group Inc. 0.83% Add +0.7% 84,405,255 $41.8B
BlackRock Inc. 0.85% Add +1.8% 73,670,533 $36.4B
State Street Corp. 1.01% Add +0.4% 45,699,253 $22.6B
FMR LLC 1.19% Reduce -14.5% 35,668,357 $17.6B
Capital World Investors 2.32% Reduce -1.9% 28,321,829 $14.0B
T. Rowe Price Associates Inc. 1.58% Add +0.4% 26,062,928 $12.9B
Wellington Management Group LLP 2.13% Reduce -0.5% 24,283,224 $12.0B
JPMorgan Chase & Co. 1.05% Reduce -0.5% 23,840,608 $11.8B
Morgan Stanley 0.80% Add +20.3% 20,189,832 $10.0B
Geode Capital Management, LLC 0.86% Add +4.0% 18,944,660 $9.3B
Capital Research Global Investors 1.47% Reduce -13.0% 13,154,482 $6.5B
Norges Bank 0.94% Add +8.8% 11,991,964 $5.9B
Capital International Investors 1.15% Reduce -3.0% 11,504,601 $5.7B
Alliancebernstein L.P. 1.82% Reduce -13.2% 10,414,943 $5.2B
Bank of America Corp. 0.46% Reduce -14.9% 9,447,153 $4.7B
Northern Trust Corp. 0.79% Reduce -3.8% 9,210,367 $4.6B
Royal Bank of Canada 1.07% Reduce -11.8% 8,859,777 $4.4B
Wells Fargo & Company 1.06% Reduce -0.3% 8,065,354 $4.0B
Bank of New York Mellon Corp 0.76% Reduce -3.5% 8,004,068 $4.0B
Franklin Resources Inc. 1.18% Add +59.1% 7,475,437 $3.7B
Nuveen Asset Management, LLC 1.07% Reduce -0.7% 7,263,074 $3.6B
Legal & General Group Plc 0.96% Reduce -0.6% 6,765,833 $3.3B
Charles Schwab Investment Management Inc. 0.72% Add +6.6% 6,379,033 $3.1B
Goldman Sachs Group Inc. 0.57% Reduce -3.1% 5,435,891 $2.7B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.96% Reduce -7.0% 5,434,296 $2.7B
Invesco Ltd. 0.57% Add +16.4% 5,341,081 $2.6B
Janus Henderson Group PLC 1.43% Reduce -5.7% 5,316,669 $2.6B
Clearbridge Investments, LLC 2.06% Reduce -8.5% 5,253,797 $2.6B
Sanders Capital, LLC 4.15% Add +1.3% 5,030,338 $2.5B
UBS Group AG 0.78% Add +25.6% 4,797,695 $2.4B
T. Rowe Price Investment Management, Inc. 1.37% Add +6.8% 4,520,902 $2.2B
Deutsche Bank AG 0.94% Add +13.0% 4,101,711 $2.0B
Dodge & Cox 1.14% Add +15.8% 3,946,005 $2.0B
Barclays PLC 0.87% Add +13.1% 3,892,315 $1.9B
Ameriprise Financial Inc. 0.51% Add +2.5% 3,751,338 $1.9B
Jennison Associates LLC 1.23% Add +2.4% 3,704,770 $1.8B
Amundi 0.70% Reduce -12.4% 3,291,393 $1.6B
American Century Companies Inc. 0.94% Reduce -6.6% 3,013,731 $1.5B
California Public Employees Retirement System 1.03% Reduce -3.8% 2,975,046 $1.5B
Fisher Asset Management 0.69% Add +3.5% 2,972,467 $1.5B
Dimensional Fund Advisors LP 0.39% Add +16.0% 2,936,071 $1.5B
Swiss National Bank 0.96% Reduce -4.4% 2,769,861 $1.4B
Sumitomo Mitsui Trust Group, Inc. 0.92% Reduce -0.1% 2,721,379 $1.3B
HSBC Holdings PLC 0.93% Add +11.3% 2,642,238 $1.3B
Canada Pension Plan Investment Board 1.37% Reduce -1.7% 2,625,288 $1.3B
Credit Suisse AG/ 1.20% Reduce -1.4% 2,525,461 $1.2B
Polen Capital Management LLC 2.74% Reduce -1.7% 2,393,781 $1.2B
Manufacturers Life Insurance Company, The 1.09% Add +16.6% 2,373,428 $1.2B
Bank of Montreal 0.36% Reduce -1.3% 2,255,550 $1.1B
Mitsubishi UFJ Asset Management Co., Ltd. 1.58% Add +107.8% 2,306,729 $1.1B
Swedbank AB 1.58% Add +19.5% 2,258,867 $1.1B
Mawer Investment Management Ltd. 4.99% Add +6.4% 2,174,801 $1.1B
Arrowstreet Capital, Limited Partnership 0.99% Add +30.4% 2,166,179 $1.1B
Lazard Asset Management LLC 1.33% Reduce -3.0% 2,048,594 $1.0B
Envestnet Asset Management Inc. 0.37% Reduce -1.0% 1,998,822 $988.8M
Fiera Capital Corp 2.87% Reduce -2.3% 1,990,278 $984.6M
TD Asset Management Inc 0.91% Reduce -32.2% 1,980,635 $979.8M
Sustainable Growth Advisers, LP 4.05% Add +18.4% 1,955,078 $967.2M
Veritas Asset Management LLP 6.53% Add +20.5% 1,820,825 $900.8M
Orbis Allan Gray Ltd 5.37% Add +52.8% 1,811,859 $896.3M
GMO 3.26% Add +14.0% 1,811,317 $896.1M
Rhumbline Advisers 0.84% Add +1.0% 1,758,293 $869.8M
Raymond James & Associates 0.59% Reduce -4.4% 1,755,790 $868.6M
Stifel Financial Corp. 0.97% Add +0.6% 1,722,057 $852.0M
First Manhattan Co. Llc. 2.75% Reduce -0.8% 1,711,813 $846.8M
Farallon Capital Management, L.L.C. 5.06% Add +41.5% 1,701,410 $841.7M
Bessemer Group Inc. 1.52% Add +14.6% 1,701,177 $841.6M
Nordea Investment Management AB 0.98% Reduce -7.5% 1,681,804 $828.7M
Ensign Peak Advisors, Inc 1.48% Reduce -2.8% 1,639,966 $811.3M
Eagle Capital Management LLC 3.07% Reduce -10.1% 1,605,629 $794.3M
1832 Asset Management L.P. 1.45% Add +10.4% 1,605,479 $794.2M
Principal Financial Group Inc. 0.46% Reduce -1.7% 1,596,341 $789.7M
Royal London Asset Management Ltd. 1.97% Add +8.2% 1,595,242 $789.2M
Allianz Asset Management GmbH 1.32% Add +1.9% 1,580,190 $781.7M
Vontobel Asset Management Inc. 4.25% Reduce -2.4% 1,459,759 $769.1M
Macquarie Group Ltd. 0.85% Reduce -9.3% 1,517,692 $750.8M
CIBC Private Wealth Group LLC 1.47% Add +5.9% 1,531,462 $750.0M
California State Teachers Retirement System 0.94% Add +0.5% 1,498,229 $741.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.84% Reduce -44.3% 1,468,352 $726.4M
National Pension Service 0.87% Add +1.2% 1,457,298 $720.9M
New York State Common Retirement Fund 0.93% Reduce -4.5% 1,419,963 $702.5M
Schroder Investment Management Group 0.83% Reduce -22.8% 1,419,352 $702.2M
Bank Julius Baer & Co. Ltd, Zurich 2.67% Add +23.5% 1,411,500 $695.4M
Fayez Sarofim & Co 2.04% Add +1.4% 1,385,639 $685.5M
Viking Global Investors 2.51% Add +195.4% 1,361,207 $673.4M
Jensen Investment Management Inc. 5.14% Reduce -0.6% 1,360,511 $673.0M
Citigroup Inc. 0.71% Reduce -7.8% 1,330,579 $658.2M
Winslow Capital Management, LLC 2.46% Add +63.3% 1,321,118 $653.6M
PNC Financial Services Group, Inc. 0.43% Add +0.1% 1,244,377 $615.6M
FIL Ltd 0.61% Reduce -13.7% 1,233,213 $610.1M
Aberdeen Group plc 1.20% Add +7.2% 1,233,160 $610.0M
WCM Investment Management, LLC 1.42% Add +0.5% 1,210,548 $598.9M
Longview Partners (Guernsey) LTD 3.73% Reduce -1.9% 1,168,788 $578.2M
CANADA LIFE ASSURANCE Co 1.14% Add +1.9% 1,140,817 $564.7M
US Bancorp \de 0.77% Add +2.4% 1,119,155 $553.7M
BNP Paribas Financial Markets 0.67% Add +71.8% 1,087,986 $538.2M
Corient Private Wealth LP 0.96% Reduce -0.6% 1,085,955 $537.5M
Russell Investments Group, Ltd. 0.84% Reduce -6.8% 1,075,129 $531.8M
Boston Partners 0.62% Reduce -20.0% 1,044,528 $516.8M
Ruane, Cunniff & Goldfarb L.P. 7.89% Reduce -3.9% 1,027,863 $508.5M

"% of holder's portfolio" is UNH's weight in each manager's 13F, not the share of Unitedhealth Group Inc. the manager owns.

Show all 3,382 holders