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, Q3 2021
Institutional positions in UnitedHealth Group Inc as of Sep 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
- 2,573
- +20 vs. Q2 2021
- Shares held
- 823.3M
- +825.8K (+0.1%) vs. Q2 2021
- Total value
- $321.7B
- −$7.70B (−2.3%) vs. Q2 2021
- New holders
- 122
- 1,258 more added
- Sold out
- 102
- 834 more reduced
39 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 3,394 | $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, Q3 2021
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 79,168,051 | $30.9B | 0.77% | +601,194+0.8% | Added |
| BlackRock Inc. | 69,706,545 | $27.2B | 0.77% | +679,255+1.0% | Added |
| FMR LLC | 48,099,270 | $18.8B | 1.49% | −2,353,193−4.7% | Reduced |
| State Street Corp | 44,690,041 | $17.5B | 0.92% | +159,506+0.4% | Added |
| Price T Rowe Associates Inc | 35,255,895 | $13.8B | 1.30% | +207,382+0.6% | Added |
| Capital World Investors | 34,268,409 | $13.4B | 2.29% | +149,756+0.4% | Added |
| Wellington Management Group LLP | 30,016,436 | $11.7B | 1.99% | −475,116−1.6% | Reduced |
| Capital International Investors | 18,552,249 | $7.25B | 1.66% | +134,943+0.7% | Added |
| Capital Research Global Investors | 18,025,372 | $7.04B | 1.64% | −110,107−0.6% | Reduced |
| Geode Capital Management, LLC | 15,428,205 | $6.01B | 0.81% | +317,683+2.1% | Added |
| JPMorgan Chase & Co | 15,066,921 | $5.89B | 0.78% | +666,161+4.6% | Added |
| Northern Trust Corp | 10,924,957 | $4.27B | 0.76% | +103,573+1.0% | Added |
| Alliancebernstein L.P. | 10,757,253 | $4.20B | 1.66% | −152,016−1.4% | Reduced |
| Royal Bank of Canada | 10,271,976 | $4.01B | 1.12% | +438,774+4.5% | Added |
| Bank of America Corp | 10,095,655 | $3.94B | 0.44% | +1,275,163+14.5% | Added |
| Bank of New York Mellon Corp | 9,752,493 | $3.81B | 0.74% | +172,996+1.8% | Added |
| Clearbridge Investments, LLC | 9,531,293 | $3.72B | 2.66% | −3,5630.0% | Reduced |
| Norges Bank | 9,215,914 | $3.60B | 0.80% | −183,634−2.0% | Reduced |
| Morgan Stanley | 8,835,603 | $3.45B | 0.46% | +142,366+1.6% | Added |
| Wells Fargo & Company | 7,470,388 | $2.92B | 0.66% | −193,024−2.5% | Reduced |
| Sanders Capital, LLC | 6,783,234 | $2.65B | 6.01% | +291,502+4.5% | Added |
| Legal & General Group Plc | 6,471,800 | $2.53B | 0.82% | +222,200+3.6% | Added |
| Nuveen Asset Management, LLC | 6,390,787 | $2.50B | 0.78% | −353,759−5.2% | Reduced |
| UBS Asset Management Americas Inc | 5,733,296 | $2.24B | 0.93% | +402,388+7.5% | Added |
| Janus Henderson Group PLC | 5,081,159 | $1.99B | 0.87% | +122,703+2.5% | Added |
| Charles Schwab Investment Management Inc | 4,951,715 | $1.93B | 0.63% | +80,565+1.7% | Added |
| Franklin Resources Inc | 4,630,395 | $1.81B | 0.68% | +157,294+3.5% | Added |
| Invesco Ltd. | 4,564,656 | $1.78B | 0.45% | −43,180−0.9% | Reduced |
| Dodge & Cox | 4,410,525 | $1.72B | 1.12% | −124,105−2.7% | Reduced |
| Parametric Portfolio Associates LLC | 4,019,828 | $1.57B | 0.89% | +145,008+3.7% | Added |
| Deutsche Bank AG | 4,004,978 | $1.56B | 0.74% | +523,453+15.0% | Added |
| Goldman Sachs Group Inc | 3,809,639 | $1.49B | 0.38% | +463,733+13.9% | Added |
| Polen Capital Management LLC | 3,806,974 | $1.49B | 2.73% | +70,893+1.9% | Added |
| Canada Pension Plan Investment Board | 3,780,473 | $1.48B | 1.67% | +413,248+12.3% | Added |
| Swiss National Bank | 3,731,426 | $1.46B | 0.93% | −137,500−3.6% | Reduced |
| GQG Partners LLC | 3,627,064 | $1.42B | 3.88% | −77,623−2.1% | Reduced |
| Manufacturers Life Insurance Company, The | 3,622,391 | $1.42B | 1.16% | +104,649+3.0% | Added |
| American Century Companies Inc | 3,564,841 | $1.39B | 0.95% | +32,965+0.9% | Added |
| Dimensional Fund Advisors LP | 3,309,520 | $1.29B | 0.42% | +45,293+1.4% | Added |
| Barclays PLC | 3,265,512 | $1.28B | 0.91% | +753,016+30.0% | Added |
| Ameriprise Financial Inc | 3,247,641 | $1.27B | 0.41% | +138,755+4.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,200,020 | $1.25B | 0.78% | −172,364−5.1% | Reduced |
| Eagle Capital Management LLC | 3,084,830 | $1.21B | 3.54% | −131,350−4.1% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 3,005,990 | $1.17B | 3.96% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 2,947,332 | $1.15B | 0.72% | +110,279+3.9% | Added |
| UBS Group AG | 2,826,461 | $1.10B | 0.46% | −157,983−5.3% | Reduced |
| Credit Suisse AG | 2,668,298 | $1.04B | 0.85% | −49,088−1.8% | Reduced |
| Allianz Asset Management GmbH | 2,489,787 | $972.9M | 0.81% | −72,429−2.8% | Reduced |
| Veritas Asset Management LLP | 2,424,586 | $947.4M | 5.44% | +23,119+1.0% | Added |
| New York State Common Retirement Fund | 2,416,976 | $944.4M | 1.01% | −86,315−3.4% | Reduced |
| Bank of Montreal | 2,256,254 | $931.4M | 0.46% | +4,108+0.2% | Added |
| Fiera Capital Corp | 2,346,580 | $916.9M | 2.36% | +11,977+0.5% | Added |
| Eaton Vance Management | 2,312,280 | $897.6M | 1.25% | −8,563−0.4% | Reduced |
| TD Asset Management Inc | 2,272,083 | $887.8M | 0.92% | −3,211−0.1% | Reduced |
| Schroder Investment Management Group | 2,266,283 | $885.5M | 1.42% | −343,856−13.2% | Reduced |
| California Public Employees Retirement System | 2,114,667 | $826.3M | 0.62% | −20,803−1.0% | Reduced |
| Brown Advisory Inc | 2,107,077 | $823.3M | 1.22% | +202,912+10.7% | Added |
| Egerton Capital (UK) LLP | 2,070,875 | $809.2M | 3.85% | −33,727−1.6% | Reduced |
| Vontobel Asset Management Inc | 1,910,741 | $776.3M | 4.37% | −16,092−0.8% | Reduced |
| Amundi | 1,902,565 | $743.4M | 0.52% | +203,700+12.0% | Added |
| Stifel Financial Corp | 1,901,732 | $743.1M | 1.09% | +46,067+2.5% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 1,901,471 | $743.0M | 6.68% | −27,567−1.4% | Reduced |
| Longview Partners (Guernsey) LTD | 1,896,164 | $740.9M | 4.67% | −329,038−14.8% | Reduced |
| Citigroup Inc | 1,886,342 | $737.1M | 0.74% | −93,070−4.7% | Reduced |
| Orbis Allan Gray Ltd | 1,886,165 | $737.0M | 5.06% | +63,995+3.5% | Added |
| Jennison Associates LLC | 1,857,611 | $725.8M | 0.47% | −90,106−4.6% | Reduced |
| Nordea Investment Management AB | 1,811,660 | $725.4M | 0.94% | +29,287+1.6% | Added |
| Bessemer Group Inc | 1,808,272 | $706.6M | 1.51% | +12,993+0.7% | Added |
| Raymond James & Associates | 1,793,022 | $700.7M | 0.63% | +84,810+5.0% | Added |
| Boston Partners | 1,778,284 | $695.2M | 0.88% | +17,556+1.0% | Added |
| California State Teachers Retirement System | 1,727,958 | $675.2M | 0.87% | +18,136+1.1% | Added |
| Principal Financial Group Inc | 1,650,364 | $644.9M | 0.42% | +278,375+20.3% | Added |
| Macquarie Group Ltd | 1,581,560 | $618.0M | 0.53% | −40,639−2.5% | Reduced |
| First Manhattan Co | 1,562,853 | $610.7M | 2.25% | +67,535+4.5% | Added |
| 1832 Asset Management L.P. | 1,514,471 | $609.1M | 1.14% | +105,713+7.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,546,306 | $604.2M | 3.00% | +70,434+4.8% | Added |
| Prudential Financial Inc | 1,501,421 | $587.1M | 0.82% | −302,473−16.8% | Reduced |
| Swedbank AB | 1,477,867 | $577.5M | 1.08% | +746+0.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,444,782 | $565.5M | 0.91% | −473,810−24.7% | Reduced |
| CIBC Private Wealth Group, LLC | 1,441,129 | $563.1M | 1.31% | −82,418−5.4% | Reduced |
| Sustainable Growth Advisers, LP | 1,439,789 | $562.6M | 2.85% | −13,615−0.9% | Reduced |
| Guardcap Asset Management Ltd | 1,434,542 | $560.5M | 7.72% | +78,292+5.8% | Added |
| HSBC Holdings PLC | 1,416,240 | $558.3M | 0.64% | +192,875+15.8% | Added |
| Ninety One UK Ltd | 1,416,750 | $553.6M | 1.41% | −29,620−2.0% | Reduced |
| Rhumbline Advisers | 1,405,523 | $549.2M | 0.74% | −32,007−2.2% | Reduced |
| Ensign Peak Advisors, Inc | 1,389,630 | $543.0M | 1.13% | +15,588+1.1% | Added |
| The PNC Financial Services Group, Inc. | 1,344,585 | $525.4M | 0.49% | +50,157+3.9% | Added |
| FIL Ltd | 1,311,813 | $512.6M | 0.57% | +207,390+18.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,274,660 | $498.1M | 1.65% | −52,678−4.0% | Reduced |
| Jensen Investment Management Inc | 1,270,166 | $496.3M | 3.93% | −86,530−6.4% | Reduced |
| Korea Investment CORP | 1,242,191 | $485.4M | 1.45% | −130,861−9.5% | Reduced |
| Russell Investments Group, Ltd. | 1,238,096 | $484.3M | 0.82% | −11,195−0.9% | Reduced |
| NN Investment Partners Holdings N.V. | 1,220,814 | $477.0M | 2.63% | −71,351−5.5% | Reduced |
| Provident Trust Co | 1,203,538 | $470.3M | 9.10% | +6,202+0.5% | Added |
| Envestnet Asset Management Inc | 1,176,260 | $459.6M | 0.25% | +31,814+2.8% | Added |
| National Pension Service | 1,161,867 | $454.0M | 0.86% | −1,699−0.1% | Reduced |
| Standard Life Aberdeen plc | 1,142,454 | $448.6M | 1.01% | −70,608−5.8% | Reduced |
| Pictet Asset Management SA | 1,128,550 | $441.0M | 0.49% | +1,128,550 | New |
| New York State Teachers Retirement System | 1,107,113 | $432.6M | 0.91% | −35,884−3.1% | Reduced |
| State Board of Administration of Florida Retirement System | 1,103,660 | $431.2M | 0.84% | −26,457−2.3% | Reduced |