Unitedhealth GroupUNH

13F holders, Q1 2025 (March 31)
3,613holders −68
166new positions
214sold out
18famous investors
$523.49avg. 13F price*

At the end of Q1 2025, 3,613 institutions reported holding Unitedhealth Group Inc. (UNH) in their 13F filings, down 68 from Q4 2024. 166 opened new positions and 214 sold out. The largest holders were Vanguard Group Inc. ($47.5B), BlackRock, Inc. ($38.9B) and State Street Corp. ($23.7B). 18 famous investors held it, including Jeremy Grantham (3.7% of GMO's portfolio), Andreas Halvorsen (3.6% of Viking Global Investors's portfolio) and David Tepper (1.7% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions166$1.4B
Exits214$3.3B

All 13F filers, Q4 2024 → Q1 2025: 43,974,335 shares bought and 42,011,584 shares sold, net +1,962,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,613 holders

Vanguard Group Inc. 0.86% Add +6.6% 90,729,585 $47.5B
BlackRock, Inc. 0.82% Add +3.2% 74,290,219 $38.9B
State Street Corp. 0.98% Reduce -0.6% 45,338,514 $23.7B
JPMorgan Chase & Co. 1.05% Add +7.6% 26,293,837 $13.8B
Wellington Management Group LLP 2.61% Add +10.7% 25,847,940 $13.5B
FMR LLC 0.81% Reduce -19.6% 24,217,466 $12.7B
Capital World Investors 1.94% Add +5.9% 22,779,755 $11.9B
T. Rowe Price Associates Inc. 1.38% Reduce -0.0% 21,393,161 $11.2B
Morgan Stanley 0.80% Reduce -0.1% 21,364,718 $11.2B
Capital Research Global Investors 2.37% Add +15.9% 20,827,122 $10.9B
Geode Capital Management, LLC 0.85% Add +3.4% 20,637,107 $10.8B
Capital International Investors 1.72% Add +6.6% 16,650,107 $8.7B
Norges Bank 0.93% Reduce -0.1% 12,589,180 $6.6B
Northern Trust Corp. 0.73% Reduce -1.8% 9,332,544 $4.9B
Franklin Resources Inc. 1.36% Reduce -0.8% 8,849,228 $4.6B
Royal Bank of Canada 1.01% Add +6.1% 8,642,807 $4.5B
Bank of America Corp. 0.40% Add +10.3% 8,574,601 $4.5B
Bank of New York Mellon Corp 0.84% Add +2.5% 8,128,174 $4.3B
Alliancebernstein L.P. 1.42% Reduce -0.3% 7,498,702 $3.9B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1.00% Reduce -13.4% 7,442,651 $3.9B
Nuveen, LLC 1.17% — 7,344,656 $3.8B
Charles Schwab Investment Management Inc. 0.69% Add +13.5% 7,064,169 $3.7B
Wells Fargo & Company 0.81% Reduce -5.3% 6,435,180 $3.4B
Invesco Ltd. 0.60% Reduce -0.7% 5,990,449 $3.1B
Legal & General Group Plc 0.85% Reduce -0.9% 5,953,782 $3.1B
Goldman Sachs Group Inc. 0.58% Reduce -16.4% 5,833,406 $3.1B
UBS Group AG 0.64% Add +7.0% 5,494,668 $2.9B
Deutsche Bank AG 1.12% Add +1.9% 5,386,274 $2.8B
Fisher Asset Management 1.19% Add +52.9% 5,250,580 $2.7B
Sanders Capital, LLC 4.08% Reduce -0.8% 5,217,526 $2.7B
Dimensional Fund Advisors LP 0.68% Add +19.3% 5,197,427 $2.7B
Janus Henderson Group PLC 1.41% Reduce -9.6% 4,980,817 $2.6B
Amundi 0.91% Reduce -23.8% 4,626,626 $2.5B
Barclays PLC 1.01% Add +8.9% 4,256,797 $2.2B
Clearbridge Investments, LLC 1.87% Reduce -5.8% 4,082,788 $2.1B
Dodge & Cox 1.20% Reduce -1.8% 4,020,368 $2.1B
Canada Pension Plan Investment Board 2.04% Reduce -7.3% 4,009,623 $2.1B
Ameriprise Financial Inc. 0.55% Reduce -16.7% 3,897,572 $2.0B
Raymond James Financial Inc. 0.72% Reduce -3.0% 3,671,484 $1.9B
Mitsubishi UFJ Asset Management Co., Ltd. 1.48% Add +11.7% 3,059,712 $1.6B
T. Rowe Price Investment Management, Inc. 1.00% Reduce -39.9% 2,876,502 $1.5B
Eagle Capital Management LLC 5.15% Add +17.3% 2,697,626 $1.4B
Sumitomo Mitsui Trust Group, Inc. 0.97% Reduce -0.2% 2,615,053 $1.4B
Swiss National Bank 0.96% Reduce -0.5% 2,595,561 $1.4B
California Public Employees Retirement System 0.93% Reduce -1.6% 2,535,617 $1.3B
HSBC Holdings PLC 0.88% Add +2.0% 2,511,853 $1.3B
Arrowstreet Capital, Limited Partnership 0.96% Add +94.3% 2,253,006 $1.2B
Envestnet Asset Management Inc. 0.38% Add +4.7% 2,239,866 $1.2B
GMO 3.67% Add +7.4% 2,224,346 $1.2B
Manufacturers Life Insurance Company, The 1.10% Add +2.4% 2,190,191 $1.1B
Citigroup Inc. 0.86% Add +85.0% 2,150,190 $1.1B
Viking Global Investors 3.56% Add +12.5% 2,137,806 $1.1B
Bank of Montreal 0.60% Reduce -3.3% 2,132,560 $1.1B
BNP Paribas Financial Markets 0.85% Add +67.3% 2,092,079 $1.1B
Mawer Investment Management Ltd. 5.25% Reduce -2.6% 2,073,932 $1.1B
Boston Partners 1.29% Add +27.0% 2,044,852 $1.1B
Principal Financial Group Inc. 0.55% Reduce -3.9% 1,875,874 $982.5M
Schroder Investment Management Group 0.97% Reduce -8.3% 1,837,885 $962.6M
National Pension Service 0.92% Add +5.7% 1,830,167 $958.5M
Swedbank AB 1.23% Reduce -16.9% 1,757,807 $920.7M
American Century Companies Inc. 0.56% Add +7.9% 1,743,044 $912.9M
Bessemer Group Inc. 1.61% Reduce -14.5% 1,717,100 $899.3M
National Bank of Canada 1.01% Add +137.8% 1,641,177 $859.5M
Sustainable Growth Advisers, LP 4.79% Reduce -1.2% 1,637,999 $857.9M
Stifel Financial Corp. 0.90% Reduce -2.6% 1,607,505 $842.0M
Rhumbline Advisers 0.78% Reduce -0.7% 1,588,486 $832.0M
Veritas Asset Management LLP 8.35% Add +2.0% 1,579,007 $827.0M
CIBC Private Wealth Group LLC 1.68% Reduce -0.2% 1,435,439 $793.9M
Ensign Peak Advisors, Inc 1.51% Add +10.3% 1,506,548 $789.1M
Farallon Capital Management, L.L.C. 4.23% Add +2.4% 1,497,900 $784.5M
Allianz Asset Management GmbH 1.12% Reduce -16.3% 1,447,572 $758.2M
California State Teachers Retirement System 0.92% Reduce -0.8% 1,427,467 $747.6M
TD Asset Management Inc 0.64% Reduce -39.7% 1,333,797 $698.6M
Fiera Capital Corp 2.52% Reduce -17.3% 1,333,584 $698.5M
Royal London Asset Management Ltd. 1.65% Add +1.9% 1,329,989 $696.6M
Pictet Asset Management Holding SA 0.74% Add +22.9% 1,278,950 $669.8M
Macquarie Group Ltd. 0.82% Add +8.7% 1,262,253 $661.1M
Lazard Asset Management LLC 1.11% Reduce -32.4% 1,259,687 $659.8M
FIL Ltd 0.62% Reduce -9.7% 1,245,995 $652.6M
1832 Asset Management L.P. 1.23% Reduce -0.6% 1,228,278 $643.3M
SG Americas Securities, LLC 2.21% Add +96.0% 1,223,772 $641.0M
Russell Investments Group, Ltd. 0.88% Reduce -1.7% 1,221,397 $639.2M
PNC Financial Services Group, Inc. 0.33% Reduce -0.7% 1,201,979 $629.5M
WCM Investment Management, LLC 1.61% Add +0.4% 1,216,132 $627.6M
New York State Common Retirement Fund 0.91% Reduce -4.0% 1,187,067 $621.7M
Aberdeen Group plc 1.20% Add +7.4% 1,177,176 $616.9M
Fayez Sarofim & Co 1.53% Reduce -24.6% 1,163,591 $613.4M
First Manhattan Co. Llc. 1.75% Reduce -24.8% 1,145,481 $599.9M
Voya Investment Management LLC 0.78% Add +33.1% 1,127,586 $590.5M
PineStone Asset Management Inc. 4.44% Add +29.7% 1,123,029 $588.2M
Corient Private Wealth LP 0.96% Reduce -2.9% 1,116,984 $585.0M
CANADA LIFE ASSURANCE Co 1.03% Add +2.8% 1,110,231 $582.3M
US Bancorp \de 0.77% Reduce -2.2% 1,094,757 $573.4M
Assenagon Asset Management S.A. 1.01% Add +53.5% 1,078,472 $564.8M
LPL Financial LLC 0.21% Add +6.5% 1,049,652 $549.8M
Polen Capital Management LLC 1.71% Reduce -7.8% 1,037,575 $543.4M
Allen Investment Management, LLC 6.30% Add +6.7% 1,030,968 $540.0M
Barrow Hanley Mewhinney & Strauss LLC 1.95% Add +43.3% 1,027,093 $537.9M
Millennium Management 0.53% Reduce -10.7% 1,010,168 $529.1M
Caisse de depot et placement du Quebec 1.10% Add +5.9% 1,000,107 $523.8M

"% 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 3,613 holders