UNH Institutional Holdings
UnitedHealth Group · SEC 13F
As of 2026Q1 · SEC EDGAR 13F
Quarterly Changes
2025Q4 → 2026Q1
↑ New Positions (5)
VANGUARD CAPITAL MANAGEMENT LLC $31.9B
VANGUARD PORTFOLIO MANAGEMENT LLC $6.5B
HSBC HOLDINGS PLC $4.1B
VANGUARD FIDUCIARY TRUST CO $1.4B
Employees Provident Fund Board $621M
↑ Increased (5)
Daiwa Securities Group Inc. +406830.1%
Phillip James Consulting Co. +129168.3%
LaSalle St. Investment Advisors, LLC +125607.1%
CWM, LLC +95100.2%
Morningstar Investment Management LLC +89033.6%
↓ Decreased (5)
Kentucky Retirement Systems -100.0%
BALLAST ADVISORS LLC -99.9%
FNY Investment Advisers, LLC -99.8%
Skandinaviska Enskilda Banken AB (publ) -99.7%
Altshuler Shaham Ltd -99.2%
↓ Exited Positions (5)
VANGUARD GROUP INC $30.2B
Berkshire Hathaway Inc $1.7B
Orbis Allan Gray Ltd $852M
Sustainable Growth Advisers, LP $470M
VIKING GLOBAL INVESTORS LP $395M
All Holders (Top 100)
| Rank | Institution | Shares | Value |
|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 117.7M | $31.9B |
| 2 | BARCLAYS PLC | 43.7M | $21.4B |
| 3 | BlackRock, Inc. | 73.5M | $19.9B |
| 4 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 44.5M | $19.8B |
| 5 | MORGAN STANLEY | 46.0M | $14.5B |
| 6 | STATE STREET CORP | 45.3M | $12.3B |
| 7 | Capital World Investors | 27.8M | $7.5B |
| 8 | NORGES BANK | 12.6M | $6.6B |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 24.0M | $6.5B |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 22.8M | $6.1B |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 20.8M | $5.6B |
| 12 | JPMORGAN CHASE & CO | 19.1M | $5.0B |
| 13 | Capital Research Global Investors | 17.1M | $4.6B |
| 14 | GOLDMAN SACHS GROUP INC | 14.0M | $4.2B |
| 15 | HSBC HOLDINGS PLC | 13.6M | $4.1B |
| 16 | FMR LLC | 12.0M | $3.3B |
| 17 | BANK OF AMERICA CORP /DE/ | 11.7M | $3.2B |
| 18 | WELLINGTON MANAGEMENT GROUP LLP | 10.1M | $2.7B |
| 19 | Bank of New York Mellon Corp | 10.1M | $2.7B |
| 20 | Dodge & Cox | 9.5M | $2.6B |
| 21 | Capital International Investors | 9.0M | $2.4B |
| 22 | NORTHERN TRUST CORP | 8.8M | $2.4B |
| 23 | ALLIANCEBERNSTEIN L.P. | 6.4M | $2.1B |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 7.4M | $2.0B |
| 25 | JANUS HENDERSON GROUP PLC | 7.4M | $2.0B |
| 26 | Amundi | 6.4M | $1.7B |
| 27 | Invesco Ltd. | 6.3M | $1.7B |
| 28 | Legal & General Group Plc | 6.1M | $1.7B |
| 29 | Sanders Capital, LLC | 6.0M | $1.6B |
| 30 | DANSKE BANK A/S | 3.3M | $1.6B |
| 31 | EAGLE CAPITAL MANAGEMENT LLC | 5.9M | $1.6B |
| 32 | FRANKLIN RESOURCES INC | 5.7M | $1.5B |
| 33 | ROYAL BANK OF CANADA | 5.3M | $1.4B |
| 34 | Fisher Asset Management, LLC | 5.2M | $1.4B |
| 35 | VANGUARD FIDUCIARY TRUST CO | 5.1M | $1.4B |
| 36 | DIMENSIONAL FUND ADVISORS LP | 5.0M | $1.4B |
| 37 | NATIONAL BANK OF CANADA /FI/ | 3.8M | $1.0B |
| 38 | AMERIPRISE FINANCIAL INC | 3.5M | $947M |
| 39 | UBS Group AG | 3.5M | $934M |
| 40 | Nuveen, LLC | 3.4M | $931M |
| 41 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3.4M | $927M |
| 42 | WELLS FARGO & COMPANY/MN | 3.4M | $908M |
| 43 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.2M | $861M |
| 44 | Grantham, Mayo, Van Otterloo & Co. LLC | 3.2M | $855M |
| 45 | BNP PARIBAS FINANCIAL MARKETS | 3.1M | $826M |
| 46 | RAYMOND JAMES FINANCIAL INC | 3.0M | $806M |
| 47 | Marex Group plc | 1.9M | $796M |
| 48 | Swiss National Bank | 2.7M | $719M |
| 49 | Sumitomo Mitsui Trust Group, Inc. | 2.6M | $707M |
| 50 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.6M | $698M |
| 51 | DEUTSCHE BANK AG\ | 2.5M | $686M |
| 52 | Mitsubishi UFJ Asset Management Co., Ltd. | 2.4M | $641M |
| 53 | Employees Provident Fund Board | 1.6M | $621M |
| 54 | California Public Employees Retirement System | 2.2M | $592M |
| 55 | Vanguard Global Advisers, LLC | 2.0M | $542M |
| 56 | National Pension Service | 1.9M | $527M |
| 57 | CANADA PENSION PLAN INVESTMENT BOARD | 1.9M | $522M |
| 58 | MARSHFIELD ASSOCIATES | 1.9M | $512M |
| 59 | Veritas Asset Management LLP | 1.9M | $509M |
| 60 | VANGUARD ASSET MANAGEMENT, Ltd | 1.8M | $495M |
| 61 | FARALLON CAPITAL MANAGEMENT LLC | 1.8M | $493M |
| 62 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.8M | $479M |
| 63 | TWO SIGMA INVESTMENTS, LP | 1.7M | $460M |
| 64 | JANE STREET GROUP, LLC | 1.6M | $446M |
| 65 | ENVESTNET ASSET MANAGEMENT INC | 1.6M | $439M |
| 66 | Fayez Sarofim & Co | 1.6M | $434M |
| 67 | CITADEL ADVISORS LLC | 1.5M | $417M |
| 68 | BANK OF MONTREAL /CAN/ | 1.5M | $415M |
| 69 | CITIGROUP INC | 1.5M | $411M |
| 70 | Ensign Peak Advisors, Inc | 1.5M | $402M |
| 71 | RHUMBLINE ADVISERS | 1.5M | $395M |
| 72 | MARSHALL WACE, LLP | 1.4M | $382M |
| 73 | TORONTO DOMINION BANK | 1.4M | $379M |
| 74 | CIBC Bancorp USA Inc. | 1.4M | $373M |
| 75 | PRINCIPAL FINANCIAL GROUP INC | 1.4M | $368M |
| 76 | MILLENNIUM MANAGEMENT LLC | 1.4M | $367M |
| 77 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1.4M | $367M |
| 78 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.3M | $361M |
| 79 | Caisse de depot et placement du Quebec | 1.3M | $350M |
| 80 | National Philanthropic Trust | 826K | $348M |
| 81 | LPL Financial LLC | 1.3M | $344M |
| 82 | Russell Investments Group, Ltd. | 1.3M | $339M |
| 83 | BANK OF NOVA SCOTIA | 1.3M | $339M |
| 84 | Davis Selected Advisers | 1.2M | $338M |
| 85 | Clearbridge Investments, LLC | 1.2M | $333M |
| 86 | FIL Ltd | 1.2M | $317M |
| 87 | D. E. Shaw & Co., Inc. | 1.2M | $316M |
| 88 | RENAISSANCE TECHNOLOGIES LLC | 1.2M | $313M |
| 89 | NEW YORK STATE COMMON RETIREMENT FUND | 1.2M | $313M |
| 90 | Daiwa Securities Group Inc. | 1.1M | $311M |
| 91 | Longview Partners (Guernsey) LTD | 1.1M | $304M |
| 92 | FEDERATED HERMES, INC. | 1.1M | $301M |
| 93 | Swedbank AB | 1.1M | $301M |
| 94 | Allen Investment Management, LLC | 1.1M | $297M |
| 95 | 1832 Asset Management L.P. | 1.1M | $297M |
| 96 | FIRST MANHATTAN CO. LLC. | 1.0M | $278M |
| 97 | US BANCORP \DE\ | 1.0M | $274M |
| 98 | NAYA CAPITAL MANAGEMENT UK LTD | 1.0M | $273M |
| 99 | STOREBRAND ASSET MANAGEMENT AS | 895K | $269M |
| 100 | AQR CAPITAL MANAGEMENT LLC | 977K | $260M |
Data source: SEC EDGAR Form 13F · Updated 2026-07-09