UNITEDHEALTH GROUP INC (UNH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
3,241
Reporting holders
$352.7B
Reported value
85.2%
Of shares outstanding
10.3%
Held as options
+349
Holder change
Institutions report 764,867,440 shares against 897,594,847 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $31.9B | 76,863,061 | 0.47% | 8q | +4.6%+$1.4B |
| VANGUARD CAPITAL MANAGEMENT LLC | $24.7B | 59,311,525 | 0.53% | 2q | +0.7%+$183.2M |
| STATE STREET CORP | $19.0B | 45,633,267 | 0.56% | 31q | +0.7%+$125.1M |
| Capital World Investors | $12.4B | 29,887,932 | 1.47% | 31q | +7.6%+$874.7M |
| FMR LLC | $11.6B | 27,992,995 | 0.51% | 31q | +132.9%+$6.6B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $10.2B | 24,483,234 | 0.46% | 2q | +1.9%+$185.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $9.0B | 21,751,937 | 0.48% | 31q | -4.5%-$421.1M |
| JPMORGAN CHASE & CO | $8.8B | 20,246,047 | 0.49% | 31q | +6.0%+$498.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.7B | 1,883,767 | 0.68% | 31q | -40.8%-$6.0B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8.2B | 19,830,588 | 1.10% | 31q | -4.7%-$410.3M |
| Sixth Street Partners Management Company, L.P. | $8.2B | 19,830,588 | 1.10% | new | NEW |
| JANE STREET GROUP, LLC | $6.3B | 1,781,086 | 0.52% | 31q | +8.0%+$464.3M |
| MORGAN STANLEY | $6.1B | 14,795,456 | 0.33% | 35q | -1.1%-$69.9M |
| CITADEL ADVISORS LLC | $5.4B | 1,064,151 | 0.62% | 31q | -31.0%-$2.4B |
| NORGES BANK | $5.3B | 12,736,973 | 0.53% | 32q | -3.9%-$216.0M |
| Bank of New York Mellon Corp | $4.4B | 10,704,994 | 0.73% | 31q | +6.1%+$256.3M |
| WELLINGTON MANAGEMENT GROUP LLP | $4.4B | 10,675,175 | 0.76% | 31q | +5.8%+$242.5M |
| Capital Research Global Investors | $4.4B | 10,534,177 | 0.61% | 31q | -38.4%-$2.7B |
| BANK OF AMERICA CORP /DE/ | $4.0B | 9,735,874 | 0.26% | 31q | -16.9%-$822.0M |
| Fisher Asset Management, LLC | $3.8B | 9,082,269 | 1.12% | 31q | +73.4%+$1.6B |
| Dodge & Cox | $3.8B | 9,072,258 | 1.97% | 31q | -4.2%-$164.0M |
| NORTHERN TRUST CORP | $3.6B | 8,761,055 | 0.42% | 31q | HELD |
| FRANKLIN RESOURCES INC | $3.6B | 8,643,789 | 0.78% | 31q | +52.3%+$1.2B |
| GOLDMAN SACHS GROUP INC | $3.4B | 6,974,132 | 0.30% | 31q | -11.0%-$422.6M |
| Capital International Investors | $3.2B | 7,789,028 | 0.67% | 31q | -13.5%-$503.9M |
| Invesco Ltd. | $2.9B | 6,858,984 | 0.23% | 31q | +8.6%+$225.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.7B | 6,535,066 | 0.49% | 31q | -12.2%-$377.3M |
| UBS Group AG | $2.7B | 3,560,602 | 0.34% | 31q | +3.1%+$80.8M |
| Sanders Capital, LLC | $2.5B | 5,898,634 | 2.46% | 63q | -1.1%-$27.5M |
| Legal & General Group Plc | $2.4B | 5,882,462 | 0.51% | 31q | -3.9%-$98.3M |
| HSBC HOLDINGS PLC | $2.4B | 3,992,237 | 1.02% | 31q | -30.2%-$1.1B |
| IMC-Chicago, LLC | $2.4B | 44,389 | 0.58% | 19q | HELD |
| EAGLE CAPITAL MANAGEMENT LLC | $2.4B | 5,773,026 | 7.33% | 31q | -1.5%-$35.9M |
| BNP PARIBAS FINANCIAL MARKETS | $2.4B | 3,673,416 | 0.83% | 31q | +20.4%+$405.9M |
| ROYAL BANK OF CANADA | $2.2B | 5,181,995 | 0.32% | 31q | -2.6%-$57.1M |
| VANGUARD FIDUCIARY TRUST CO | $2.1B | 5,098,687 | 0.47% | 2q | HELD |
| Amundi | $2.1B | 5,054,732 | 0.51% | 21q | -20.7%-$549.2M |
| ALLIANCEBERNSTEIN L.P. | $2.1B | 7,669,420 | 0.69% | 31q | +19.0%+$331.6M |
| Jupiter Topco LLC | $2.0B | 4,859,820 | 0.82% | new | FIRST |
| DIMENSIONAL FUND ADVISORS LP | $1.9B | 4,682,496 | 0.35% | 31q | -6.4%-$132.0M |
| AMERIPRISE FINANCIAL INC | $1.9B | 4,510,354 | 0.38% | 31q | -35.5%-$1.0B |
| Walleye Trading LLC | $1.9B | 389,216 | 2.13% | 31q | HELD |
| BARCLAYS PLC | $1.7B | 3,427,299 | 0.34% | 31q | +21.6%+$310.7M |
| Nuveen, LLC | $1.6B | 3,741,960 | 0.37% | 6q | +8.8%+$125.6M |
| WELLS FARGO & COMPANY/MN | $1.6B | 3,618,579 | 0.25% | 31q | -46.1%-$1.3B |
| RAYMOND JAMES FINANCIAL INC | $1.4B | 3,306,337 | 0.37% | 7q | +10.7%+$133.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.3B | 3,010,223 | 0.56% | 26q | -12.1%-$172.6M |
| MILLENNIUM MANAGEMENT LLC | $1.2B | 1,617,653 | 0.43% | 31q | +19.2%+$190.5M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $1.2B | 2,825,022 | 2.64% | 31q | -10.6%-$138.6M |
| Assenagon Asset Management S.A. | $1.1B | 2,612,106 | 0.68% | 24q | +343.3%+$840.8M |
| GROUP ONE TRADING LLC | $1.1B | 127,354 | 1.52% | 31q | +390.6%+$862.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $1.1B | 2,563,973 | 0.59% | 31q | +8.2%+$80.3M |
| Swiss National Bank | $1.1B | 2,560,041 | 0.56% | 31q | -3.7%-$40.9M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $1.1B | 2,553,379 | 0.75% | 31q | +306.9%+$800.4M |
| Sumitomo Mitsui Trust Group, Inc. | $1.1B | 2,538,575 | 0.60% | 31q | -2.9%-$31.5M |
| VOYA INVESTMENT MANAGEMENT LLC | $1.0B | 2,419,613 | 0.87% | 31q | +298.9%+$753.5M |
| DEUTSCHE BANK AG\ | $1.0B | 2,407,436 | 0.29% | 34q | -5.0%-$53.1M |
| CANADA PENSION PLAN INVESTMENT BOARD | $971.8M | 2,338,034 | 0.54% | 31q | +21.3%+$170.6M |
| SIMPLEX TRADING, LLC | $941.5M | 65,879 | 0.55% | 21q | -77.1%-$3.2B |
| Pentwater Capital Management LP | $922.5M | 17,758 | 5.64% | 5q | -96.5%-$25.7B |
| NATIONAL BANK OF CANADA /FI/ | $920.1M | 1,613,767 | 0.66% | 19q | -57.8%-$1.3B |
| CITIGROUP INC | $894.4M | 1,173,015 | 0.30% | 31q | -22.7%-$263.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $860.9M | 2,071,359 | 0.67% | 31q | -19.7%-$211.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | $847.8M | 2,039,732 | 0.57% | 2q | +11.6%+$87.9M |
| CTC LLC | $841.4M | 51,033 | 0.27% | new | NEW |
| Qube Research & Technologies Ltd | $839.5M | 1,405,937 | 0.78% | 16q | HELD |
| D. E. Shaw & Co., Inc. | $827.2M | 493,719 | 0.39% | 31q | -57.7%-$1.1B |
| Vanguard Global Advisers, LLC | $819.3M | 1,971,121 | 0.38% | 2q | -1.6%-$13.3M |
| National Pension Service | $818.9M | 1,970,332 | 0.53% | 31q | +1.2%+$9.6M |
| ENVESTNET ASSET MANAGEMENT INC | $811.1M | 1,951,573 | 0.19% | 31q | +20.2%+$136.5M |
| MARSHALL WACE, LLP | $807.4M | 1,833,046 | 0.64% | 26q | +30.0%+$186.2M |
| California Public Employees Retirement System | $799.8M | 1,924,189 | 0.45% | 31q | -12.0%-$109.0M |
| BANK OF MONTREAL /CAN/ | $799.4M | 1,773,763 | 0.26% | 31q | +15.5%+$107.5M |
| AQR CAPITAL MANAGEMENT LLC | $729.1M | 1,757,550 | 0.25% | 31q | +79.8%+$323.6M |
| Swedbank AB | $719.7M | 1,731,505 | 0.62% | 21q | +55.9%+$258.0M |
| Fayez Sarofim & Co | $654.7M | 1,575,300 | 1.54% | 31q | -1.8%-$11.8M |
| MARSHFIELD ASSOCIATES | $634.3M | 1,526,157 | 14.87% | 5q | -19.3%-$151.5M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $607.7M | 1,462,167 | 1.84% | 31q | +9.7%+$54.0M |
| RHUMBLINE ADVISERS | $607.6M | 1,461,895 | 0.46% | 31q | HELD |
| Ensign Peak Advisors, Inc | $599.9M | 1,443,323 | 0.99% | 27q | -51.4%-$635.5M |
| PRINCIPAL FINANCIAL GROUP INC | $583.9M | 1,404,760 | 0.29% | 31q | +3.3%+$18.9M |
| Russell Investments Group, Ltd. | $581.6M | 1,397,476 | 0.51% | 31q | +11.0%+$57.8M |
| Caisse de depot et placement du Quebec | $566.8M | 1,363,607 | 0.81% | 31q | +5.3%+$28.5M |
| AMERICAN CENTURY COMPANIES INC | $566.6M | 1,363,176 | 0.25% | 31q | +42.2%+$168.3M |
| FIL Ltd | $559.5M | 1,346,053 | 0.40% | 31q | +15.0%+$73.0M |
| 1832 Asset Management L.P. | $537.6M | 1,293,392 | 0.27% | 31q | +18.0%+$81.9M |
| LPL Financial LLC | $534.4M | 1,279,144 | 0.12% | 31q | +0.6%+$3.3M |
| Davis Selected Advisers | $529.8M | 1,274,650 | 2.28% | 31q | +2.2%+$11.3M |
| CREDIT AGRICOLE S A | $528.8M | 877,866 | 1.07% | 30q | +4.8%+$24.0M |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | $528.1M | 1,270,532 | 2.44% | 14q | -30.3%-$229.1M |
| CIBC Bancorp USA Inc. | $501.6M | 1,206,042 | 0.61% | 3q | -12.5%-$71.9M |
| Corient Private Wealth LP | $489.1M | 16,898,975 | 0.31% | 15q | +2988.2%+$473.3M |
| Marex Group Ltd | $477.1M | 648,005 | 2.02% | 11q | -20.7%-$124.9M |
| Bahl & Gaynor LLC | $475.1M | 1,143,155 | 2.19% | 31q | +34.1%+$120.8M |
| BANK OF NOVA SCOTIA | $470.3M | 1,130,593 | 0.71% | 31q | -9.7%-$50.6M |
| Tidal Investments LLC | $469.3M | 1,123,915 | 0.81% | 23q | +30.1%+$108.5M |
| Point72 Asset Management, L.P. | $464.2M | 830,855 | 0.51% | 16q | +98.1%+$229.8M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $461.4M | 1,110,167 | 0.65% | 31q | +16.1%+$63.9M |
| Ninety One UK Ltd | $458.6M | 1,103,370 | 1.03% | 31q | +1090.3%+$420.1M |
| Veritas Asset Management LLP | $448.1M | 1,078,201 | 8.06% | 31q | -42.7%-$334.1M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G | STATE STREET CORPORATION | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 3,241 | $352.7B | 764,867,440 | 481 | 1,190 | 1,121 | 10.3% |
| Q1 2026 | 2,892 | $224.8B | 718,731,012 | 142 | 1,085 | 1,271 | 13.4% |
| Q4 2025 | 3,143 | $275.0B | 717,616,659 | 173 | 984 | 1,363 | 13.9% |
| Q3 2025 | 3,014 | $292.0B | 716,743,084 | 296 | 1,174 | 1,202 | 15.2% |
| Q2 2025 | 2,999 | $256.9B | 740,569,097 | 247 | 1,158 | 1,302 | 10.1% |
| Q1 2025 | 3,400 | $412.1B | 766,859,834 | 166 | 1,201 | 1,482 | 2.6% |
| Q4 2024 | 3,447 | $396.4B | 762,714,560 | 127 | 1,161 | 1,282 | 2.6% |
| Q3 2024 | 3,226 | $468.6B | 785,524,859 | 179 | 1,176 | 1,196 | 2.0% |
| Q2 2024 | 3,135 | $403.3B | 777,295,836 | 148 | 1,293 | 1,124 | 1.9% |
| Q1 2024 | 3,101 | $408.8B | 811,479,165 | 123 | 1,289 | 1,109 | 1.8% |
| Q4 2023 | 3,124 | $428.7B | 797,530,478 | 139 | 1,185 | 987 | 2.0% |
| Q3 2023 | 2,838 | $386.6B | 749,978,469 | 131 | 1,176 | 874 | 2.2% |
| Q2 2023 | 2,788 | $367.4B | 747,683,369 | 111 | 1,171 | 934 | 2.2% |
| Q1 2023 | 2,727 | $375.0B | 787,120,354 | 106 | 1,132 | 996 | 1.6% |
| Q4 2022 | 2,605 | $376.6B | 696,555,988 | 110 | 950 | 908 | 2.0% |
| Q3 2022 | 3,004 | $427.7B | 831,287,317 | 119 | 1,086 | 1,097 | 1.8% |
| Q2 2022 | 2,975 | $428.6B | 822,381,719 | 127 | 1,091 | 1,115 | 1.4% |
| Q1 2022 | 2,971 | $423.8B | 820,633,011 | 150 | 1,131 | 1,040 | 1.3% |
| Q4 2021 | 2,917 | $424.8B | 828,731,169 | 198 | 1,036 | 853 | 2.1% |
| Q3 2021 | 2,575 | $327.1B | 823,183,170 | 89 | 1,109 | 745 | 1.6% |
| Q2 2021 | 2,599 | $335.5B | 826,247,315 | 150 | 1,038 | 840 | 1.4% |
| Q1 2021 | 2,518 | $311.6B | 827,617,769 | 135 | 1,039 | 817 | 1.2% |
| Q4 2020 | 2,481 | $300.9B | 833,962,110 | 152 | 947 | 746 | 1.9% |
| Q3 2020 | 2,249 | $263.4B | 830,993,312 | 116 | 886 | 772 | 1.7% |
| Q2 2020 | 2,225 | $251.0B | 837,236,228 | 177 | 864 | 777 | 1.7% |
| Q1 2020 | 2,132 | $212.4B | 837,064,171 | 136 | 833 | 843 | 1.7% |
| Q4 2019 | 2,178 | $255.2B | 849,570,280 | 159 | 693 | 745 | 2.0% |
| Q3 2019 | 1,944 | $182.8B | 823,554,176 | 90 | 837 | 641 | 2.0% |
| Q2 2019 | 1,973 | $207.6B | 827,185,933 | 135 | 838 | 667 | 2.5% |
| Q1 2019 | 1,955 | $206.7B | 826,406,548 | 121 | 801 | 680 | 1.2% |
| Q4 2018 | 1,927 | $214.2B | 847,674,792 | 10 | 36 | 29 | 1.5% |