Unitedhealth GroupUNH

13F holders, Q2 2024 (June 30)
3,403holders +21
159new positions
147sold out
21famous investors
$508.83avg. 13F price*

At the end of Q2 2024, 3,403 institutions reported holding Unitedhealth Group Inc. (UNH) in their 13F filings, up 21 from Q1 2024. 159 opened new positions and 147 sold out. The largest holders were Vanguard Group Inc. ($42.8B), BlackRock Inc. ($37.4B) and State Street Corp. ($22.9B). 21 famous investors held it, including Chase Coleman (5.5% of Tiger Global Management's portfolio), Stephen Mandel (3.9% of Lone Pine Capital's portfolio) and Jeremy Grantham (3.4% of GMO'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 → Q2 2024

InstitutionsTotal Value
New Positions159$3.2B
Exits147$1.2B

All 13F filers, Q1 2024 → Q2 2024: 42,229,342 shares bought and 35,172,147 shares sold, net +7,057,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,403 holders

Vanguard Group Inc. 0.82% Reduce -0.5% 83,948,358 $42.8B
BlackRock Inc. 0.85% Reduce -0.3% 73,428,872 $37.4B
State Street Corp. 1.00% Reduce -1.6% 44,976,548 $22.9B
FMR LLC 1.07% Reduce -8.3% 32,697,703 $16.7B
Capital World Investors 2.33% Reduce -1.1% 28,023,012 $14.3B
T. Rowe Price Associates Inc. 1.59% Reduce -0.2% 26,020,604 $13.3B
Wellington Management Group LLP 2.36% Add +6.6% 25,883,509 $13.2B
JPMorgan Chase & Co. 1.07% Add +2.1% 24,348,903 $12.4B
Morgan Stanley 0.79% Reduce -0.7% 20,052,563 $10.2B
Geode Capital Management, LLC 0.86% Add +2.0% 19,318,665 $9.8B
Capital Research Global Investors 1.97% Add +33.6% 17,569,022 $8.9B
Capital International Investors 1.40% Add +15.8% 13,319,705 $6.8B
Norges Bank 0.89% Reduce -2.4% 11,710,175 $6.0B
Northern Trust Corp. 0.78% Reduce -1.8% 9,042,903 $4.6B
Royal Bank of Canada 1.05% Reduce -4.0% 8,508,446 $4.3B
Wells Fargo & Company 1.08% Add +1.3% 8,169,197 $4.2B
Bank of New York Mellon Corp 0.78% Add +0.4% 8,039,601 $4.1B
Alliancebernstein L.P. 1.41% Reduce -23.9% 7,920,285 $4.0B
Franklin Resources Inc. 1.24% Add +5.3% 7,868,116 $4.0B
Nuveen Asset Management, LLC 1.12% Add +3.1% 7,488,572 $3.8B
Bank of America Corp. 0.33% Reduce -29.1% 6,694,225 $3.4B
Charles Schwab Investment Management Inc. 0.63% Add +1.9% 6,499,810 $3.3B
Legal & General Group Plc 0.92% Reduce -5.9% 6,367,712 $3.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.92% Add +16.3% 6,319,538 $3.2B
UBS Group AG 0.96% Add +27.7% 6,127,747 $3.1B
Invesco Ltd. 0.57% Reduce -0.4% 5,319,489 $2.7B
Sanders Capital, LLC 4.05% Add +3.2% 5,189,684 $2.6B
Janus Henderson Group PLC 1.36% Reduce -6.5% 4,969,327 $2.5B
Clearbridge Investments, LLC 2.05% Reduce -6.0% 4,941,432 $2.5B
Goldman Sachs Group Inc. 0.49% Reduce -9.2% 4,934,030 $2.5B
T. Rowe Price Investment Management, Inc. 1.54% Add +6.1% 4,796,211 $2.4B
Deutsche Bank AG 0.95% Add +0.6% 4,126,362 $2.1B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2.22% Add +167.8% 3,932,204 $2.0B
Dodge & Cox 1.20% Reduce -0.6% 3,921,445 $2.0B
Dimensional Fund Advisors LP 0.51% Add +30.0% 3,816,254 $1.9B
Amundi 0.74% Add +19.6% 3,936,631 $1.9B
Ameriprise Financial Inc. 0.52% Add +0.6% 3,772,487 $1.9B
Barclays PLC 0.74% Reduce -18.7% 3,165,174 $1.6B
Canada Pension Plan Investment Board 1.57% Add +19.2% 3,129,749 $1.6B
Fisher Asset Management 0.68% Add +4.0% 3,090,070 $1.6B
HSBC Holdings PLC 0.95% Add +10.1% 2,908,733 $1.5B
Swiss National Bank 0.96% Reduce -1.4% 2,729,861 $1.4B
California Public Employees Retirement System 1.00% Reduce -10.1% 2,674,215 $1.4B
Mitsubishi UFJ Asset Management Co., Ltd. 1.65% Add +15.1% 2,655,167 $1.4B
Sumitomo Mitsui Trust Group, Inc. 0.98% Reduce -4.6% 2,596,411 $1.3B
Lazard Asset Management LLC 1.73% Add +22.9% 2,517,221 $1.3B
Orbis Allan Gray Ltd 7.47% Add +29.9% 2,353,564 $1.2B
Tiger Global Management 5.53% New 2,347,600 $1.2B
Swedbank AB 1.59% Add +3.5% 2,336,815 $1.2B
Eagle Capital Management LLC 4.33% Add +42.8% 2,292,957 $1.2B
Manufacturers Life Insurance Company, The 1.08% Reduce -4.5% 2,266,194 $1.2B
Bank of Montreal 0.35% Add +0.2% 2,259,562 $1.2B
Polen Capital Management LLC 2.87% Reduce -6.0% 2,249,052 $1.1B
American Century Companies Inc. 0.69% Reduce -26.2% 2,224,580 $1.1B
Mawer Investment Management Ltd. 5.31% Add +1.2% 2,200,696 $1.1B
Envestnet Asset Management Inc. 0.38% Add +6.8% 2,134,151 $1.1B
GMO 3.41% Add +9.4% 1,982,532 $1.0B
Sustainable Growth Advisers, LP 4.41% Add +0.2% 1,959,605 $997.9M
Bessemer Group Inc. 1.73% Add +13.2% 1,926,354 $981.0M
TD Asset Management Inc 0.91% Reduce -2.8% 1,926,137 $980.9M
Arrowstreet Capital, Limited Partnership 0.82% Reduce -15.7% 1,826,349 $930.1M
Fiera Capital Corp 2.85% Reduce -9.3% 1,805,279 $919.4M
1832 Asset Management L.P. 1.66% Add +12.0% 1,797,607 $915.4M
Veritas Asset Management LLP 6.90% Reduce -1.7% 1,790,360 $911.8M
Raymond James & Associates 0.59% Add +1.1% 1,774,308 $903.6M
Vontobel Holding Ltd. 2.89% Add +733.2% 1,747,156 $889.8M
Allianz Asset Management GmbH 1.42% Add +9.3% 1,726,316 $879.1M
Stifel Financial Corp. 0.97% Reduce -1.4% 1,698,517 $865.1M
Ensign Peak Advisors, Inc 1.57% Add +2.8% 1,685,447 $858.3M
Rhumbline Advisers 0.80% Reduce -5.4% 1,663,233 $847.0M
First Manhattan Co. Llc. 2.66% Reduce -5.0% 1,625,891 $828.0M
Farallon Capital Management, L.L.C. 4.97% Reduce -4.9% 1,618,200 $824.1M
Principal Financial Group Inc. 0.48% Add +0.1% 1,598,157 $813.9M
California State Teachers Retirement System 0.93% Reduce -0.6% 1,488,819 $758.2M
National Pension Service 0.87% Add +1.7% 1,482,074 $754.8M
Royal London Asset Management Ltd. 1.90% Reduce -8.4% 1,461,084 $744.1M
Fayez Sarofim & Co 2.00% Add +5.0% 1,455,185 $741.1M
Bank Julius Baer & Co. Ltd, Zurich 2.82% Reduce -5.5% 1,333,283 $737.9M
CIBC Private Wealth Group LLC 1.37% Reduce -2.3% 1,496,502 $732.3M
Boston Partners 0.91% Add +37.3% 1,434,197 $730.5M
Macquarie Group Ltd. 0.83% Reduce -6.6% 1,417,783 $722.0M
Citigroup Inc. 0.69% Add +4.9% 1,395,809 $710.8M
New York State Common Retirement Fund 0.93% Reduce -2.3% 1,387,561 $706.6M
FIL Ltd 0.69% Add +10.5% 1,363,216 $694.2M
Schroder Investment Management Group 0.74% Reduce -7.1% 1,318,331 $671.4M
Aberdeen Group plc 1.23% Add +2.4% 1,262,127 $642.8M
PNC Financial Services Group, Inc. 0.42% Reduce -1.4% 1,227,333 $625.0M
Millennium Management 0.53% Add +448.8% 1,222,399 $622.5M
WCM Investment Management, LLC 1.40% Add +0.6% 1,217,243 $592.1M
Corient Private Wealth LP 1.02% Add +5.4% 1,144,118 $582.6M
US Bancorp \de 0.78% Add +0.5% 1,124,497 $572.7M
National Bank of Canada 0.86% Add +17.3% 1,111,876 $549.9M
CANADA LIFE ASSURANCE Co 1.02% Reduce -6.5% 1,066,754 $543.6M
Longview Partners (Guernsey) LTD 3.90% Reduce -11.8% 1,030,978 $525.0M
Allen Investment Management, LLC 6.34% Add +19.5% 1,024,637 $521.8M
Russell Investments Group, Ltd. 0.84% Reduce -4.7% 1,024,515 $520.0M
D. E. Shaw & Co. 0.79% Add +40.0% 1,020,596 $519.7M
Capital Wealth Planning, LLC 5.43% Add +4.1% 1,016,952 $517.9M
Aviva PLC 1.46% Add +4.0% 1,015,089 $516.9M
Ruane, Cunniff & Goldfarb L.P. 7.81% Reduce -4.3% 983,826 $501.0M

"% 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 3,403 holders