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UnitedHealth Group Inc

UNH
Exchange
NYSE
Industry
Hospital & Medical Service Plans
SEC CIK
0000731766

In the last 90 days, UnitedHealth Group Inc insiders filed 0 open-market purchases and 2 sales; 3,394 institutions reported holding it in 13F filings for Q2 2026, worth $325.1B in total; 3 superinvestors hold it, including H&H International Investment and Tiger Global Management.

13F holders, Q2 2021

Institutional positions in UnitedHealth Group Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
2,592
+101 vs. Q1 2021
Shares held
824.3M
−229.7K (0.0%) vs. Q1 2021
Total value
$330.1B
+$24.0B (+7.8%) vs. Q1 2021
New holders
173
1,162 more added
Sold out
72
935 more reduced

25 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting UNH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 2,592 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,394 institutions
Value heldQ2 2021: $330.1B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,394$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q1 2021.

Institutions holding UNH in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc78,566,857$31.5B0.78%−91,377−0.1%Reduced
BlackRock Inc.69,027,290$27.6B0.77%−1,455,678−2.1%Reduced
FMR LLC50,452,463$20.2B1.58%+291,660+0.6%Added
State Street Corp44,530,535$17.8B0.94%+838,941+1.9%Added
Price T Rowe Associates Inc35,048,513$14.0B1.30%−2,360,919−6.3%Reduced
Capital World Investors34,118,653$13.7B2.32%+101,026+0.3%Added
Wellington Management Group LLP30,491,552$12.2B2.03%−2,915,815−8.7%Reduced
Capital International Investors18,417,306$7.37B1.68%−481,952−2.6%Reduced
Capital Research Global Investors18,135,479$7.26B1.69%−915,290−4.8%Reduced
Geode Capital Management, LLC15,110,522$6.03B0.83%+679,484+4.7%Added
JPMorgan Chase & Co14,400,760$5.77B0.74%+748,263+5.5%Added
Alliancebernstein L.P.10,909,269$4.37B1.76%−485,418−4.3%Reduced
Northern Trust Corp10,821,384$4.33B0.76%−324,468−2.9%Reduced
Royal Bank of Canada9,833,202$3.94B1.10%+546,786+5.9%Added
Bank of New York Mellon Corp9,579,497$3.84B0.74%+354,695+3.8%Added
Clearbridge Investments, LLC9,534,856$3.82B2.66%−764,268−7.4%Reduced
Norges Bank9,399,548$3.76B0.82%−336,207−3.5%Reduced
Bank of America Corp8,820,492$3.53B0.40%+330,625+3.9%Added
Morgan Stanley8,693,237$3.48B0.46%+768,188+9.7%Added
Wells Fargo & Company7,663,412$3.07B0.69%−388,129−4.8%Reduced
Nuveen Asset Management, LLC6,744,546$2.70B0.81%−560,968−7.7%Reduced
Sanders Capital, LLC6,491,732$2.60B5.89%+314,995+5.1%Added
Legal & General Group Plc6,249,600$2.50B0.84%+297,337+5.0%Added
UBS Asset Management Americas Inc5,330,908$2.13B0.91%+57,644+1.1%Added
Janus Henderson Group PLC4,958,456$1.99B0.85%−329,022−6.2%Reduced
Charles Schwab Investment Management Inc4,871,150$1.95B0.65%+86,346+1.8%Added
Invesco Ltd.4,607,836$1.85B0.45%−48,164−1.0%Reduced
Dodge & Cox4,534,630$1.82B1.19%−259,239−5.4%Reduced
Franklin Resources Inc4,473,101$1.79B0.68%+528,424+13.4%Added
Parametric Portfolio Associates LLC3,874,820$1.55B0.87%+81,995+2.2%Added
Swiss National Bank3,868,926$1.55B0.96%+76,388+2.0%Added
Polen Capital Management LLC3,736,081$1.50B2.87%+166,431+4.7%Added
GQG Partners LLC3,704,687$1.48B4.36%+410,375+12.5%Added
American Century Companies Inc3,531,876$1.41B0.96%−395,432−10.1%Reduced
Manufacturers Life Insurance Company, The3,517,742$1.41B1.14%−105,757−2.9%Reduced
Deutsche Bank AG3,481,525$1.39B0.68%−275,267−7.3%Reduced
Sumitomo Mitsui Trust Holdings, Inc.3,372,384$1.35B0.80%−180,510−5.1%Reduced
Canada Pension Plan Investment Board3,367,225$1.35B1.61%−60,464−1.8%Reduced
Goldman Sachs Group Inc3,345,906$1.34B0.36%−84,228−2.5%Reduced
Dimensional Fund Advisors LP3,264,227$1.31B0.41%−132,037−3.9%Reduced
Eagle Capital Management LLC3,216,180$1.29B3.68%−43,629−1.3%Reduced
Ameriprise Financial Inc3,108,886$1.24B0.39%−1,295,331−29.4%Reduced
Lone Pine Capital LLCSuperinvestorLone Pine Capital3,005,990$1.20B3.88%−140,584−4.5%Reduced
UBS Group AG2,984,444$1.20B0.50%−76,423−2.5%Reduced
Fisher Asset Management, LLC2,837,053$1.14B0.71%+138,408+5.1%Added
Credit Suisse AG2,717,386$1.08B0.84%−3,680−0.1%Reduced
Schroder Investment Management Group2,610,139$1.05B1.31%+16,736+0.6%Added
Allianz Asset Management GmbH2,562,216$1.03B0.92%−114,570−4.3%Reduced
Barclays PLC2,512,496$1.01B0.82%+366,364+17.1%Added
New York State Common Retirement Fund2,503,291$1.00B1.04%+38,142+1.5%Added
Veritas Asset Management LLP2,401,467$961.6M5.39%−171,501−6.7%Reduced
TD Asset Management Inc2,275,294$937.9M0.95%+178,163+8.5%Added
Fiera Capital Corp2,334,603$934.9M2.39%+197,585+9.2%Added
Bank of Montreal2,252,146$933.2M0.48%+677,692+43.0%Added
Eaton Vance Management2,320,843$929.4M1.25%+29,154+1.3%Added
Longview Partners (Guernsey) LTD2,225,202$891.1M4.89%−209,170−8.6%Reduced
California Public Employees Retirement System2,135,470$855.1M0.64%−42,990−2.0%Reduced
Egerton Capital (UK) LLP2,104,602$842.8M4.19%+235,023+12.6%Added
Vontobel Asset Management Inc1,926,833$796.5M4.09%+124,707+6.9%Added
Citigroup Inc1,979,412$792.6M0.70%+16,220+0.8%Added
Jennison Associates LLC1,947,717$779.9M0.52%+1,310,783+205.8%Added
Ruane, Cunniff & Goldfarb L.P.1,929,038$772.5M6.85%+49,889+2.7%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,918,592$768.3M1.27%+194,798+11.3%Added
Brown Advisory Inc1,904,165$762.5M1.15%−42,605−2.2%Reduced
Stifel Financial Corp1,855,665$743.1M1.11%−17,183−0.9%Reduced
Orbis Allan Gray Ltd1,822,170$729.7M4.61%+73,778+4.2%Added
Prudential Financial Inc1,803,894$722.4M0.99%−58,018−3.1%Reduced
Viking Global Investors LPSuperinvestorViking Global Investors1,798,650$720.3M2.18%−1,282,224−41.6%Reduced
Bessemer Group Inc1,795,279$718.9M1.56%+37,526+2.1%Added
Nordea Investment Management AB1,782,373$713.7M0.95%−25,313−1.4%Reduced
Boston Partners1,760,728$705.3M0.90%+356,849+25.4%Added
California State Teachers Retirement System1,709,822$684.7M0.86%−142,408−7.7%Reduced
Raymond James & Associates1,708,212$684.1M0.62%+72,344+4.4%Added
Amundi1,698,865$680.3M0.47%+1,698,865New
Macquarie Group Ltd1,622,199$649.6M0.53%+1,228,389+311.9%Added
CIBC Private Wealth Group, LLC1,523,547$610.1M1.40%+240.0%Added
First Manhattan Co1,495,318$598.8M2.19%+12,641+0.9%Added
Swedbank AB1,477,121$591.5M1.11%−53,903−3.5%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC1,475,872$591.0M2.96%+3,348+0.2%Added
Sustainable Growth Advisers, LP1,453,404$582.0M3.06%−9,718−0.7%Reduced
Ninety One UK Ltd1,446,370$579.2M1.50%+68,506+5.0%Added
Rhumbline Advisers1,437,530$575.6M0.76%−76,904−5.1%Reduced
1832 Asset Management L.P.1,408,758$560.1M1.08%+187,232+15.3%Added
Ensign Peak Advisors, Inc1,374,042$550.2M1.11%−49,181−3.5%Reduced
Korea Investment CORP1,373,052$549.8M1.57%−2,547−0.2%Reduced
Principal Financial Group Inc1,371,989$549.4M0.35%−26,193−1.9%Reduced
Jensen Investment Management Inc1,356,696$543.3M4.11%−87,311−6.0%Reduced
Guardcap Asset Management Ltd1,356,250$543.1M7.84%+179,778+15.3%Added
Citadel Advisors LLC1,355,464$542.8M0.56%+668,163+97.2%Added
Barrow Hanley Mewhinney & Strauss LLC1,327,338$531.5M1.71%+75,729+6.1%Added
The PNC Financial Services Group, Inc.1,294,428$518.3M0.47%+77,788+6.4%Added
NN Investment Partners Holdings N.V.1,292,165$517.4M2.75%+75,641+6.2%Added
Lazard Asset Management LLC1,268,793$508.1M0.57%+90,127+7.6%Added
Russell Investments Group, Ltd.1,249,291$500.2M0.84%−8,542−0.7%Reduced
HSBC Holdings PLC1,223,365$489.3M0.58%−55,008−4.3%Reduced
Standard Life Aberdeen plc1,213,062$485.8M1.06%+49,381+4.2%Added
Provident Trust Co1,197,336$479.5M9.54%+2,149+0.2%Added
National Pension Service1,163,566$465.9M0.89%+15,561+1.4%Added
Envestnet Asset Management Inc1,144,446$458.3M0.26%+57,135+5.3%Added
New York State Teachers Retirement System1,142,997$457.7M0.96%−49,126−4.1%Reduced