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, 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 | 3,395 | $325.1B |
| Q1 2026 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Switzerland) SA | 67,318 | $26.1M | 1.62% | −5,555−7.6% | Reduced |
| Community Trust & Investment Co | 66,814 | $26.1M | 2.18% | +1,066+1.6% | Added |
| Braun Stacey Associates Inc | 67,014 | $26.2M | 1.05% | −1,594−2.3% | Reduced |
| Wealthfront Advisers LLC | 67,495 | $26.4M | 0.12% | +3,033+4.7% | Added |
| Systematic Alpha Investments, LLC | 57,323 | $26.4M | 1.16% | 00.0% | Unchanged |
| Locust Wood Capital Advisers, LLC | 67,629 | $26.4M | 1.67% | +1,529+2.3% | Added |
| Fiduciary Trust Co | 67,987 | $26.6M | 0.47% | +226+0.3% | Added |
| Raymond James Trust N.A. | 68,054 | $26.6M | 0.89% | +1,485+2.2% | Added |
| Ashfield Capital Partners, LLC | 68,092 | $26.6M | 1.89% | +209+0.3% | Added |
| Tdam USA Inc. | 68,271 | $26.7M | 1.76% | +996+1.5% | Added |
| Heritage Investors Management Corp | 68,471 | $26.8M | 1.12% | −562−0.8% | Reduced |
| Atria Investments LLC | 68,652 | $26.8M | 0.48% | +5,774+9.2% | Added |
| RMB Capital Management, LLC | 68,972 | $26.9M | 0.88% | +1,567+2.3% | Added |
| Cumberland Partners Ltd | 69,555 | $27.2M | 2.23% | −2,054−2.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 69,760 | $27.3M | 2.04% | +2,512+3.7% | Added |
| Capstone Investment Advisors, LLC | 70,257 | $27.5M | 0.49% | +68,980+5,401.7% | Added |
| Fulton Breakefield Broenniman LLC | 70,273 | $27.5M | 2.35% | −534−0.8% | Reduced |
| Eastern Bank | 70,415 | $27.5M | 1.33% | +242+0.3% | Added |
| Synovus Financial Corp | 70,607 | $27.6M | 0.29% | −1,864−2.6% | Reduced |
| Woodline Partners LP | 70,971 | $27.7M | 0.46% | +47,957+208.4% | Added |
| Raub Brock Capital Management LP | 71,518 | $27.9M | 4.25% | −1,286−1.8% | Reduced |
| MUFG Americas Holdings Corp | 72,722 | $28.4M | 0.54% | +3,189+4.6% | Added |
| Galvin, Gaustad & Stein, LLC | 72,889 | $28.5M | 2.75% | +9,469+14.9% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 72,941 | $28.5M | 0.41% | +2,918+4.2% | Added |
| Bailard, Inc. | 73,007 | $28.5M | 0.97% | +1,144+1.6% | Added |
| Maryland State Retirement & Pension System | 71,764 | $28.7M | 0.81% | +481+0.7% | Added |
| O'Shaughnessy Asset Management, LLC | 74,439 | $29.1M | 0.59% | +54,414+271.7% | Added |
| Achmea Investment Management B.V. | 75,225 | $29.4M | 0.89% | −2,140−2.8% | Reduced |
| Pictet North America Advisors SA | 75,395 | $29.5M | 2.91% | +215+0.3% | Added |
| Stephens Inc | 75,706 | $29.6M | 0.46% | −4,996−6.2% | Reduced |
| Chartwell Investment Partners, LLC | 76,027 | $29.7M | 0.92% | +16,363+27.4% | Added |
| Flputnam Investment Management Co | 76,420 | $29.9M | 1.01% | +2,270+3.1% | Added |
| TPI Fund Managers Ltd | 76,721 | $30.0M | 4.05% | +9,473+14.1% | Added |
| Chilton Capital Management LLC | 77,380 | $30.2M | 1.72% | +1,256+1.6% | Added |
| Jefferies Group LLC | 78,115 | $30.5M | 0.73% | +63,475+433.6% | Added |
| Whittier Trust Co | 78,685 | $30.7M | 0.56% | +1,690+2.2% | Added |
| Renaissance Group LLC | 78,869 | $30.8M | 1.33% | −482−0.6% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 79,130 | $30.9M | 1.58% | −23,238−22.7% | Reduced |
| Central Trust Co | 79,393 | $31.0M | 1.11% | −702−0.9% | Reduced |
| Hantz Financial Services, Inc. | 79,550 | $31.1M | 1.02% | +8,006+11.2% | Added |
| Wesbanco Bank Inc | 79,570 | $31.1M | 1.19% | −1,363−1.7% | Reduced |
| Xponance, Inc. | 79,768 | $31.2M | 0.59% | −4,726−5.6% | Reduced |
| Chilton Investment Co LLC | 80,042 | $31.3M | 0.77% | +25,072+45.6% | Added |
| Securian Asset Management, Inc | 80,345 | $31.4M | 0.65% | −863−1.1% | Reduced |
| Northwest & Ethical Investments L.P. | 80,451 | $31.4M | 1.02% | −2,846−3.4% | Reduced |
| Capital Advisors Inc | 80,643 | $31.5M | 0.94% | +4,990+6.6% | Added |
| PFS Investments Inc. | 68,269 | $31.6M | 0.65% | +2,616+4.0% | Added |
| Blue Pool Management Ltd. | 81,134 | $31.7M | 2.28% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 81,551 | $31.9M | 0.82% | +3,080+3.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 81,875 | $32.0M | 0.42% | −1,995−2.4% | Reduced |
| Bowen Hanes & Co Inc | 81,885 | $32.0M | 0.98% | +68,960+533.5% | Added |
| Minneapolis Portfolio Management Group, LLC | 81,918 | $32.0M | 3.58% | −25,199−23.5% | Reduced |
| American National Insurance Co | 82,310 | $32.2M | 1.21% | −65−0.1% | Reduced |
| People's United Financial, Inc. | 82,485 | $32.2M | 0.72% | −1,672−2.0% | Reduced |
| Acadian Asset Management LLC | 83,401 | $32.6M | 0.12% | −66,944−44.5% | Reduced |
| Eagle Ridge Investment Management | 83,708 | $32.7M | 3.64% | −180.0% | Reduced |
| River Road Asset Management, LLC | 83,909 | $32.8M | 0.36% | +4,014+5.0% | Added |
| Cornerstone Advisors, LLC | 84,000 | $32.8M | 1.90% | 00.0% | Unchanged |
| SP Asset Management | 72,389 | $32.8M | 3.43% | +3,521+5.1% | Added |
| Ancora Advisors, LLC | 84,066 | $32.8M | 0.86% | +2,561+3.1% | Added |
| Bokf, NA | 84,500 | $33.0M | 0.57% | +84,500 | New |
| Moody National Bank Trust Division | 85,336 | $33.3M | 0.49% | −85−0.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 86,507 | $33.8M | 1.28% | −9,547−9.9% | Reduced |
| Auxier Asset Management | 86,834 | $33.9M | 5.74% | −157−0.2% | Reduced |
| Nomura Holdings Inc | 86,083 | $34.0M | 0.26% | +64,005+289.9% | Added |
| Pinebridge Investments, L.P. | 87,414 | $34.2M | 0.41% | +3,471+4.1% | Added |
| Jane Street Group, LLC | 87,734 | $34.3M | 0.09% | −567,484−86.6% | Reduced |
| MML Investors Services, LLC | 88,605 | $34.6M | 0.28% | +4,758+5.7% | Added |
| Worldquant Millennium Advisors LLC | 88,627 | $34.6M | 0.76% | −8,097−8.4% | Reduced |
| Vigilant Capital Management, LLC | 88,719 | $34.7M | 2.78% | +942+1.1% | Added |
| Edmond de Rothschild Holding S.A. | 88,833 | $34.7M | 0.80% | +6,914+8.4% | Added |
| Banco Santander, S.A. | 89,072 | $34.8M | 0.19% | +4,767+5.7% | Added |
| Aureus Asset Management, LLC | 89,871 | $35.1M | 2.31% | +2,550+2.9% | Added |
| McKinley Capital Management LLC /Delaware | 90,132 | $35.2M | 3.31% | −29,407−24.6% | Reduced |
| Robeco Schweiz AG | 90,480 | $35.4M | 0.51% | +17,253+23.6% | Added |
| Campbell Newman Asset Management Inc | 90,634 | $35.4M | 3.62% | +123+0.1% | Added |
| Varma Mutual Pension Insurance Co | 90,894 | $35.5M | 0.54% | +20,000+28.2% | Added |
| Tokio Marine Asset Management Co Ltd | 90,945 | $35.5M | 3.17% | +5,268+6.1% | Added |
| Petrus Trust Company, LTA | 91,425 | $35.7M | 3.95% | 00.0% | Unchanged |
| Hartford Investment Management Co | 93,067 | $36.4M | 1.00% | −11,300−10.8% | Reduced |
| Cookson Peirce & Co Inc | 93,258 | $36.4M | 2.22% | +7,673+9.0% | Added |
| Governors Lane LP | 93,700 | $36.6M | 2.98% | −6,500−6.5% | Reduced |
| Todd Asset Management LLC | 94,553 | $36.9M | 0.85% | −561−0.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 95,358 | $37.3M | 5.08% | −8,748−8.4% | Reduced |
| MAI Capital Management | 95,528 | $37.3M | 0.73% | +1,125+1.2% | Added |
| Douglas Lane & Associates, LLC | 96,131 | $37.6M | 0.54% | −1,362−1.4% | Reduced |
| Credential Qtrade Securities Inc. | 96,391 | $37.7M | 2.92% | +5,701+6.3% | Added |
| Captrust Financial Advisors | 97,035 | $37.9M | 0.32% | +14,113+17.0% | Added |
| D. E. Shaw & Co., Inc. | 97,036 | $37.9M | 0.05% | −65,875−40.4% | Reduced |
| Creative Planning | 98,416 | $38.5M | 0.07% | +3,999+4.2% | Added |
| Covington Capital Management | 98,728 | $38.6M | 1.46% | +300+0.3% | Added |
| Kestra Advisory Services, LLC | 99,021 | $38.7M | 0.39% | +3,167+3.3% | Added |
| Van Eck Associates Corp | 99,700 | $39.0M | 0.10% | +8,396+9.2% | Added |
| Armistice Capital, LLC | 100,000 | $39.1M | 0.97% | 00.0% | Unchanged |
| NS Partners Ltd | 100,101 | $39.1M | 1.99% | +160.0% | Added |
| Zacks Investment Management | 100,690 | $39.3M | 0.62% | −9,248−8.4% | Reduced |
| Edgar Lomax Co | 100,718 | $39.4M | 2.52% | −2,132−2.1% | Reduced |
| Commerzbank Aktiengesellschaft | 101,017 | $39.5M | 2.36% | +11,701+13.1% | Added |
| Pinnacle Financial Partners Inc | 101,068 | $39.5M | 1.39% | +16,984+20.2% | Added |
| ClariVest Asset Management LLC | 102,083 | $39.9M | 1.29% | −40,480−28.4% | Reduced |