Unitedhealth GroupUNH

13F holders, Q4 2024 (December 31)
3,681holders +207
132new positions
188sold out
20famous investors
$505.85avg. 13F price*

At the end of Q4 2024, 3,681 institutions reported holding Unitedhealth Group Inc. (UNH) in their 13F filings, up 207 from Q3 2024. 132 opened new positions and 188 sold out. The largest holders were Vanguard Group Inc. ($43.1B), BlackRock, Inc. ($36.4B) and State Street Corp. ($23.1B). 20 famous investors held it, including Jeremy Grantham (3.4% of GMO's portfolio), Andreas Halvorsen (3.1% of Viking Global Investors's portfolio) and David Tepper (1.4% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions132$3.0B
Exits188$1.5B

All 13F filers, Q3 2024 → Q4 2024: 40,271,954 shares bought and 45,456,837 shares sold, net −5,184,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,681 holders

Vanguard Group Inc. 0.75% Add +0.2% 85,146,242 $43.1B
BlackRock, Inc. 0.74% Reduce -2.2% 72,014,896 $36.4B
State Street Corp. 0.91% Add +0.1% 45,592,903 $23.1B
FMR LLC 0.91% Reduce -7.3% 30,120,629 $15.2B
JPMorgan Chase & Co. 0.98% Reduce -7.3% 24,432,835 $12.4B
Wellington Management Group LLP 2.17% Reduce -6.0% 23,361,101 $11.8B
Capital World Investors 1.66% Reduce -18.0% 21,515,729 $10.9B
T. Rowe Price Associates Inc. 1.25% Reduce -14.5% 21,401,754 $10.8B
Morgan Stanley 0.76% Add +7.0% 21,396,198 $10.8B
Geode Capital Management, LLC 0.78% Add +1.6% 19,956,219 $10.1B
Capital Research Global Investors 1.87% Reduce -0.1% 17,966,490 $9.1B
Capital International Investors 1.49% Add +6.2% 15,616,007 $7.9B
Norges Bank 0.84% Add +5.8% 12,603,771 $6.4B
Northern Trust Corp. 0.68% Add +12.5% 9,503,671 $4.8B
Franklin Resources Inc. 1.28% Add +10.7% 8,923,770 $4.5B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1.01% Add +36.6% 8,592,718 $4.3B
Royal Bank of Canada 0.89% Add +1.5% 8,145,279 $4.1B
Bank of New York Mellon Corp 0.74% Add +0.5% 7,931,478 $4.0B
Bank of America Corp. 0.36% Add +0.5% 7,776,946 $3.9B
Alliancebernstein L.P. 1.29% Reduce -5.0% 7,522,241 $3.8B
Nuveen Asset Management, LLC 1.02% Add +2.0% 7,126,845 $3.6B
Goldman Sachs Group Inc. 0.68% Add +31.0% 6,975,215 $3.5B
Wells Fargo & Company 0.83% Reduce -14.3% 6,799,101 $3.4B
Amundi 1.11% Add +97.2% 6,069,100 $3.2B
Charles Schwab Investment Management Inc. 0.58% Add +3.0% 6,223,331 $3.1B
Invesco Ltd. 0.57% Reduce -1.4% 6,033,896 $3.1B
Legal & General Group Plc 0.80% Reduce -7.0% 6,006,960 $3.0B
Janus Henderson Group PLC 1.42% Add +11.1% 5,507,957 $2.8B
Deutsche Bank AG 1.05% Add +9.9% 5,283,114 $2.7B
Sanders Capital, LLC 3.89% Add +1.2% 5,258,593 $2.7B
UBS Group AG 0.58% Reduce -16.1% 5,136,318 $2.6B
T. Rowe Price Investment Management, Inc. 1.50% Add +17.8% 4,785,940 $2.4B
Ameriprise Financial Inc. 0.61% Add +2.2% 4,679,266 $2.4B
Dimensional Fund Advisors LP 0.53% Add +8.6% 4,358,425 $2.2B
Clearbridge Investments, LLC 1.78% Reduce -7.8% 4,333,891 $2.2B
Canada Pension Plan Investment Board 2.08% Reduce -0.2% 4,323,003 $2.2B
Dodge & Cox 1.21% Add +4.9% 4,093,228 $2.1B
Barclays PLC 0.98% Add +21.7% 3,907,791 $2.0B
Raymond James Financial Inc. 0.71% — 3,785,120 $1.9B
Fisher Asset Management 0.69% Add +7.4% 3,434,467 $1.7B
GQG Partners LLC 2.57% Reduce -7.8% 3,425,564 $1.7B
Mitsubishi UFJ Asset Management Co., Ltd. 1.36% Add +6.1% 2,740,072 $1.4B
Sumitomo Mitsui Trust Group, Inc. 0.89% Add +0.5% 2,619,549 $1.3B
Swiss National Bank 0.88% Reduce -4.5% 2,608,661 $1.3B
California Public Employees Retirement System 0.87% Reduce -2.6% 2,576,309 $1.3B
HSBC Holdings PLC 0.77% Reduce -4.8% 2,461,611 $1.2B
Eagle Capital Management LLC 4.24% Add +0.4% 2,299,111 $1.2B
TD Asset Management Inc 0.99% Reduce -4.4% 2,213,191 $1.1B
Bank of Montreal 0.56% Reduce -11.4% 2,205,611 $1.1B
Envestnet Asset Management Inc. 0.35% Reduce -2.3% 2,139,887 $1.1B
Manufacturers Life Insurance Company, The 0.95% Add +35.5% 2,138,094 $1.1B
Mawer Investment Management Ltd. 4.89% Reduce -2.3% 2,130,294 $1.1B
Swedbank AB 1.32% Reduce -6.4% 2,114,602 $1.1B
GMO 3.41% Add +22.5% 2,070,968 $1.0B
Bessemer Group Inc. 1.66% Add +0.8% 2,007,601 $1.0B
Schroder Investment Management Group 0.97% Reduce -2.7% 2,003,762 $1.0B
Marshall Wace, LLP 1.25% Add +533.0% 1,954,233 $988.6M
Principal Financial Group Inc. 0.54% Add +9.8% 1,952,015 $987.4M
Viking Global Investors 3.11% New 1,900,457 $961.4M
Orbis Allan Gray Ltd 5.14% Reduce -16.4% 1,888,186 $955.2M
Lazard Asset Management LLC 1.49% Reduce -14.4% 1,864,462 $943.2M
National Pension Service 0.83% Add +1.6% 1,731,922 $876.1M
Allianz Asset Management GmbH 1.27% Add +9.1% 1,729,284 $874.8M
Sustainable Growth Advisers, LP 4.21% Reduce -7.0% 1,658,574 $839.0M
Stifel Financial Corp. 0.87% Reduce -1.0% 1,651,346 $835.4M
Bank Julius Baer & Co. Ltd, Zurich 2.54% Add +16.0% 1,514,729 $824.2M
American Century Companies Inc. 0.47% Reduce -19.5% 1,614,791 $816.9M
Fiera Capital Corp 2.57% Reduce -9.1% 1,612,780 $815.8M
Boston Partners 0.99% Add +7.0% 1,610,608 $815.7M
Rhumbline Advisers 0.72% Reduce -0.8% 1,599,171 $809.0M
Citadel Advisors 0.75% Add +596.3% 1,580,418 $799.5M
Fayez Sarofim & Co 1.91% Add +3.9% 1,542,449 $784.1M
Veritas Asset Management LLP 7.30% Reduce -12.0% 1,547,220 $782.7M
First Manhattan Co. Llc. 2.26% Reduce -2.2% 1,522,998 $770.6M
CIBC Private Wealth Group LLC 1.37% Reduce -3.0% 1,438,738 $754.6M
Farallon Capital Management, L.L.C. 3.91% Add +33.2% 1,462,500 $739.8M
California State Teachers Retirement System 0.85% Reduce -2.8% 1,438,416 $727.6M
FIL Ltd 0.65% Reduce -6.0% 1,379,146 $697.7M
Ensign Peak Advisors, Inc 1.23% Reduce -18.8% 1,366,332 $691.2M
Royal London Asset Management Ltd. 1.61% Reduce -1.2% 1,305,563 $660.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.70% Reduce -74.8% 1,280,112 $647.6M
Neuberger Berman Group LLC 0.51% Reduce -2.1% 1,257,290 $636.0M
BNP Paribas Financial Markets 0.49% Add +39.8% 1,250,859 $632.8M
Russell Investments Group, Ltd. 0.87% Add +9.7% 1,242,862 $628.8M
1832 Asset Management L.P. 1.12% Reduce -22.5% 1,235,937 $625.2M
New York State Common Retirement Fund 0.84% Reduce -5.9% 1,235,874 $625.2M
WCM Investment Management, LLC 1.45% Add +0.6% 1,211,222 $615.1M
PNC Financial Services Group, Inc. 0.41% Reduce -1.6% 1,210,894 $612.5M
Citigroup Inc. 0.57% Add +1.0% 1,162,544 $588.1M
Arrowstreet Capital, Limited Partnership 0.47% Reduce -25.6% 1,159,559 $586.6M
Corient Private Wealth LP 0.96% Reduce -5.8% 1,150,702 $580.4M
Macquarie Group Ltd. 0.69% Reduce -25.0% 1,161,777 $572.0M
Millennium Management 0.51% Add +343.7% 1,130,650 $572.0M
Capital Wealth Planning, LLC 5.27% Add +11.5% 1,125,651 $569.4M
Polen Capital Management LLC 1.54% Reduce -43.6% 1,125,593 $569.4M
US Bancorp \de 0.74% Add +0.0% 1,119,390 $566.3M
Aberdeen Group plc 1.04% Reduce -2.8% 1,095,916 $552.9M
CANADA LIFE ASSURANCE Co 0.94% Reduce -1.6% 1,079,995 $546.6M
Pictet Asset Management Holding SA 0.57% Add +25.7% 1,040,985 $526.6M
Longview Partners (Guernsey) LTD 3.76% Reduce -4.1% 995,862 $503.8M

"% 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 3,681 holders