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; 3,395 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,395 | $325.1B |
| Q1 2026 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $418.3B |
| Q4 2021 | 2,909 | $413.9B |
| Q3 2021 | 2,573 | $321.7B |
| Q2 2021 | 2,592 | $330.1B |
| Q1 2021 | 2,516 | $307.3B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 162,911 | $65.2M | 0.08% | −72,326−30.7% | Reduced |
| Virginia Retirement Systems Et Al | 162,780 | $65.2M | 0.64% | +39,200+31.7% | Added |
| Johnson Investment Counsel Inc | 162,214 | $65.0M | 0.90% | +142,292+714.2% | Added |
| Inverness Counsel LLC | 160,173 | $64.1M | 2.34% | +1,722+1.1% | Added |
| Federated Hermes, Inc. | 159,608 | $63.9M | 0.12% | +20,728+14.9% | Added |
| CWM, LLC | 158,749 | $63.6M | 0.51% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 158,643 | $63.5M | 0.64% | +1,063+0.7% | Added |
| Ardevora Asset Management LLP | 158,414 | $63.4M | 0.80% | +19,701+14.2% | Added |
| Ferguson Wellman Capital Management, Inc | 156,864 | $62.8M | 2.05% | +40,156+34.4% | Added |
| Texas Permanent School Fund | 156,776 | $62.8M | 0.73% | −1,075−0.7% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 154,500 | $61.9M | 3.08% | +6,310+4.3% | Added |
| James Hambro & Partners | 154,048 | $61.7M | 4.89% | +3,785+2.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 152,982 | $61.3M | 0.31% | −14,122−8.5% | Reduced |
| Swiss Life Asset Management Ltd | 175,201 | $60.9M | 0.80% | −3,567−2.0% | Reduced |
| Vaughan David Investments LLC | 151,733 | $60.8M | 1.90% | +150.0% | Added |
| Acadian Asset Management LLC | 150,345 | $60.2M | 0.23% | +44,122+41.5% | Added |
| Mackay Shields LLC | 148,502 | $59.5M | 0.56% | −46,726−23.9% | Reduced |
| Keybank National Association | 147,424 | $59.0M | 0.26% | +40,036+37.3% | Added |
| PFM Health Sciences, LP | 145,295 | $58.2M | 1.87% | 00.0% | Unchanged |
| Cambridge Trust Co | 144,129 | $57.7M | 2.17% | −1,623−1.1% | Reduced |
| Umb Bank N A | 143,104 | $57.3M | 1.31% | −985−0.7% | Reduced |
| Norinchukin Bank, The | 143,102 | $57.3M | 0.83% | +4,817+3.5% | Added |
| ClariVest Asset Management LLC | 142,563 | $57.1M | 1.90% | −7,600−5.1% | Reduced |
| Nicholas Company, Inc. | 140,685 | $56.3M | 0.99% | 00.0% | Unchanged |
| HM Payson & Co | 137,229 | $55.0M | 1.34% | +13,557+11.0% | Added |
| SG Americas Securities, LLC | 137,218 | $54.9M | 0.28% | +87,628+176.7% | Added |
| Natixis Investment Managers International | 137,035 | $54.9M | 3.33% | −21,650−13.6% | Reduced |
| Financial Counselors Inc | 134,602 | $53.9M | 1.17% | −2,306−1.7% | Reduced |
| Tiaa, FSB | 133,206 | $53.3M | 0.18% | −2,825−2.1% | Reduced |
| Avalon Investment & Advisory | 132,152 | $52.9M | 1.17% | +4,766+3.7% | Added |
| Ossiam | 128,234 | $52.9M | 1.43% | +99,545+347.0% | Added |
| Adams Diversified Equity Fund, Inc. | 131,600 | $52.7M | 2.08% | −500−0.4% | Reduced |
| Mutual of America Capital Management LLC | 131,461 | $52.6M | 0.52% | +956+0.7% | Added |
| M&T Bank Corp | 131,019 | $52.5M | 0.23% | −18,929−12.6% | Reduced |
| Oppenheimer Asset Management Inc. | 130,830 | $52.4M | 0.75% | +1,437+1.1% | Added |
| Tredje AP-fonden | 130,301 | $52.2M | 1.09% | −1,200−0.9% | Reduced |
| MUFG Securities EMEA plc | 130,000 | $52.1M | 0.56% | +70,540+118.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 129,658 | $51.9M | 2.47% | +83,096+178.5% | Added |
| First Long Island Investors, LLC | 128,350 | $51.4M | 4.40% | −3,367−2.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 127,675 | $51.1M | 2.84% | +1,121+0.9% | Added |
| Erste Asset Management GmbH | 127,483 | $50.8M | 1.01% | +13,799+12.1% | Added |
| IFM Investors Pty Ltd | 125,852 | $50.4M | 1.03% | +22,257+21.5% | Added |
| Ergoteles LLC | 125,441 | $50.2M | 1.15% | +37,760+43.1% | Added |
| Qube Research & Technologies Ltd | 125,049 | $50.1M | 0.63% | +111,282+808.3% | Added |
| Rhenman & Partners Asset Management AB | 125,000 | $50.1M | 3.40% | +12,000+10.6% | Added |
| Colony Group LLC | 124,138 | $49.7M | 0.99% | −3,047−2.4% | Reduced |
| Great Lakes Advisors, LLC | 123,820 | $49.6M | 0.75% | +5,805+4.9% | Added |
| Artemis Investment Management LLP | 123,634 | $49.6M | 0.43% | +18,304+17.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 123,239 | $49.4M | 0.55% | +5,010+4.2% | Added |
| Bridges Investment Management Inc | 122,468 | $49.0M | 1.46% | −34,150−21.8% | Reduced |
| Polaris Capital Management, LLC | 122,256 | $49.0M | 1.58% | +2,400+2.0% | Added |
| Commerce Bank | 120,619 | $48.3M | 0.34% | −1,915−1.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 119,791 | $48.0M | 3.71% | −646−0.5% | Reduced |
| McKinley Capital Management LLC /Delaware | 119,539 | $47.9M | 3.35% | +8,810+8.0% | Added |
| Daiwa Securities Group Inc. | 119,202 | $47.7M | 0.32% | +7,891+7.1% | Added |
| Bartlett & Co. Wealth Management LLC | 119,005 | $47.7M | 0.91% | +1,404+1.2% | Added |
| Bartlett & Co. LLC | 119,005 | $47.7M | 0.91% | +1,404+1.2% | Added |
| Maryland Capital Management | 117,039 | $46.9M | 2.83% | +2,497+2.2% | Added |
| Metropolitan Life Insurance Co | 116,808 | $46.8M | 0.66% | −40,007−25.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 116,471 | $46.6M | 0.47% | +3,651+3.2% | Added |
| Capitolis Advisors LLC | 115,572 | $46.3M | 0.54% | −27,736−19.4% | Reduced |
| South Dakota Investment Council | 115,360 | $46.2M | 0.81% | −21,750−15.9% | Reduced |
| Voloridge Investment Management, LLC | 112,462 | $45.0M | 0.31% | +53,168+89.7% | Added |
| Bradley Foster & Sargent Inc | 111,875 | $44.8M | 1.05% | +2,098+1.9% | Added |
| Border to Coast Pensions Partnership Ltd | 110,021 | $44.3M | 1.55% | +110,021 | New |
| Veritas Investment Management (UK) Ltd | 110,539 | $44.3M | 7.29% | +41,714+60.6% | Added |
| Zacks Investment Management | 109,938 | $44.0M | 0.71% | +3,555+3.3% | Added |
| WestEnd Advisors, LLC | – | $43.9M | 1.42% | – | – |
| Provident Investment Management, Inc. | 108,265 | $43.4M | 4.19% | +1,558+1.5% | Added |
| Cullen/Frost Bankers, Inc. | 107,686 | $43.1M | 0.87% | +5,684+5.6% | Added |
| Hardman Johnston Global Advisors LLC | 107,622 | $43.1M | 1.04% | +2,809+2.7% | Added |
| Minneapolis Portfolio Management Group, LLC | 107,117 | $42.9M | 4.46% | +2,265+2.2% | Added |
| First Eagle Investment Management, LLC | 106,430 | $42.6M | 0.11% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 106,227 | $42.5M | 1.41% | +6,637+6.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 106,017 | $42.5M | 0.20% | +1,460+1.4% | Added |
| Hartford Investment Management Co | 104,367 | $41.8M | 1.04% | −2,587−2.4% | Reduced |
| Montag & Caldwell, LLC | 104,300 | $41.8M | 3.77% | −6,124−5.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 104,106 | $41.7M | 5.57% | −7,357−6.6% | Reduced |
| Brinker Capital Investments, LLC | 103,793 | $41.6M | 0.55% | +4,024+4.0% | Added |
| Edgar Lomax Co | 102,850 | $41.2M | 2.56% | −1,670−1.6% | Reduced |
| Premier Fund Managers Ltd | 103,000 | $41.0M | 1.39% | +18,400+21.7% | Added |
| Kiwi Wealth Investments Limited Partnership | 102,368 | $41.0M | 2.12% | +18,626+22.2% | Added |
| Manning & Napier Group, LLC | 101,632 | $40.7M | 0.33% | −5,285−4.9% | Reduced |
| ING Groep NV | 101,385 | $40.6M | 0.65% | +14,918+17.3% | Added |
| United Services Automobile Association | 100,948 | $40.4M | 0.74% | +5,779+6.1% | Added |
| Mercer Global Advisors Inc | 100,812 | $40.4M | 0.31% | +3,796+3.9% | Added |
| Governors Lane LP | 100,200 | $40.1M | 3.02% | −48,015−32.4% | Reduced |
| NS Partners Ltd | 100,085 | $40.1M | 2.11% | −2,110−2.1% | Reduced |
| Armistice Capital, LLC | 100,000 | $40.0M | 1.06% | −36,000−26.5% | Reduced |
| Covington Capital Management | 98,428 | $39.4M | 1.54% | +334+0.3% | Added |
| Douglas Lane & Associates, LLC | 97,493 | $39.0M | 0.55% | +480+0.5% | Added |
| Worldquant Millennium Advisors LLC | 96,724 | $38.7M | 0.86% | +61,290+173.0% | Added |
| Steward Partners Investment Advisory, LLC | 96,526 | $38.7M | 0.65% | −4,741−4.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 96,054 | $38.5M | 1.48% | +8,832+10.1% | Added |
| Kestra Advisory Services, LLC | 95,854 | $38.4M | 0.44% | +947+1.0% | Added |
| Todd Asset Management LLC | 95,114 | $38.1M | 0.86% | +253+0.3% | Added |
| United Capital Financial Advisers, LLC | 94,905 | $38.0M | 0.19% | −1,093−1.1% | Reduced |
| Redmile Group, LLC | 94,465 | $37.8M | 0.56% | −19,911−17.4% | Reduced |
| Creative Planning | 94,417 | $37.8M | 0.07% | −9,209−8.9% | Reduced |
| MAI Capital Management | 94,403 | $37.8M | 0.76% | +1,764+1.9% | Added |