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 |
|---|---|---|---|---|---|
| Montag & Caldwell, LLC | 103,516 | $40.4M | 3.73% | −784−0.8% | Reduced |
| Penserra Capital Management LLC | 103,558 | $40.5M | 0.84% | +22,903+28.4% | Added |
| Cullen/Frost Bankers, Inc. | 103,990 | $40.6M | 0.82% | −3,696−3.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 104,346 | $40.8M | 0.70% | +7,820+8.1% | Added |
| First Eagle Investment Management, LLC | 105,521 | $41.2M | 0.11% | −909−0.9% | Reduced |
| Premier Fund Managers Ltd | 103,000 | $41.2M | 1.34% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 103,689 | $41.5M | 0.66% | −104−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 106,158 | $41.5M | 0.20% | +141+0.1% | Added |
| Bridges Investment Management Inc | 106,382 | $41.6M | 1.31% | −16,086−13.1% | Reduced |
| Mercer Global Advisors Inc | 109,440 | $42.8M | 0.30% | +8,628+8.6% | Added |
| Veritas Investment Management (UK) Ltd | 109,541 | $42.8M | 7.03% | −998−0.9% | Reduced |
| WestEnd Advisors, LLC | – | $42.9M | 1.29% | – | – |
| Provident Investment Management, Inc. | 110,291 | $43.1M | 4.12% | +2,026+1.9% | Added |
| FDx Advisors, Inc. | 111,500 | $43.6M | 1.39% | +5,273+5.0% | Added |
| Bradley Foster & Sargent Inc | 111,728 | $43.7M | 1.03% | −147−0.1% | Reduced |
| Private Advisor Group, LLC | 111,953 | $43.7M | 0.28% | +46,189+70.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 112,494 | $44.0M | 3.64% | −7,297−6.1% | Reduced |
| Metropolitan Life Insurance Co | 112,873 | $44.1M | 0.64% | −3,935−3.4% | Reduced |
| South Dakota Investment Council | 115,360 | $45.1M | 0.81% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 116,718 | $45.6M | 0.47% | +247+0.2% | Added |
| Maryland Capital Management | 117,203 | $45.8M | 2.74% | +164+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 118,163 | $46.2M | 0.54% | −5,076−4.1% | Reduced |
| Bartlett & Co. LLC | 119,906 | $46.9M | 0.89% | +901+0.8% | Added |
| Bartlett & Co. Wealth Management LLC | 119,906 | $46.9M | 0.89% | +901+0.8% | Added |
| United Services Automobile Association | 120,526 | $47.1M | 0.82% | +19,578+19.4% | Added |
| Redmile Group, LLC | 120,710 | $47.2M | 0.82% | +26,245+27.8% | Added |
| Polaris Capital Management, LLC | 121,456 | $47.5M | 1.51% | −800−0.7% | Reduced |
| United Capital Financial Advisers, LLC | 121,702 | $47.6M | 0.24% | +26,797+28.2% | Added |
| Great Lakes Advisors, LLC | 122,027 | $47.7M | 0.74% | −1,793−1.4% | Reduced |
| Hardman Johnston Global Advisors LLC | 122,265 | $47.8M | 1.28% | +14,643+13.6% | Added |
| Norinchukin Bank, The | 122,942 | $48.0M | 0.67% | −20,160−14.1% | Reduced |
| Rhenman & Partners Asset Management AB | 125,000 | $48.8M | 3.43% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 125,405 | $49.0M | 1.01% | −447−0.4% | Reduced |
| Colony Group LLC | 125,435 | $49.0M | 0.94% | +1,297+1.0% | Added |
| Commerce Bank | 125,852 | $49.2M | 0.35% | +5,233+4.3% | Added |
| Qube Research & Technologies Ltd | 127,622 | $49.9M | 0.63% | +2,573+2.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 129,022 | $50.4M | 2.79% | +1,347+1.1% | Added |
| Artemis Investment Management LLP | 129,597 | $50.6M | 0.40% | +5,963+4.8% | Added |
| Financial Counselors Inc | 129,837 | $50.7M | 1.09% | −4,765−3.5% | Reduced |
| M&T Bank Corp | 130,118 | $50.8M | 0.23% | −901−0.7% | Reduced |
| Jupiter Asset Management Ltd | 130,513 | $51.0M | 0.58% | −73,358−36.0% | Reduced |
| Daiwa Securities Group Inc. | 130,748 | $51.1M | 0.34% | +11,546+9.7% | Added |
| First Long Island Investors, LLC | 131,166 | $51.3M | 4.39% | +2,816+2.2% | Added |
| Avalon Investment & Advisory | 131,260 | $51.3M | 1.19% | −892−0.7% | Reduced |
| Oppenheimer Asset Management Inc. | 131,478 | $51.4M | 0.73% | +648+0.5% | Added |
| Mutual of America Capital Management LLC | 131,990 | $51.6M | 0.51% | +529+0.4% | Added |
| Liontrust Investment Partners LLP | 132,168 | $51.6M | 0.71% | +132,168 | New |
| Nippon Life Global Investors Americas, Inc. | 132,630 | $51.8M | 2.70% | −21,870−14.2% | Reduced |
| Erste Asset Management GmbH | 130,509 | $51.9M | 1.03% | +3,026+2.4% | Added |
| Tredje AP-fonden | 134,301 | $52.5M | 1.10% | +4,000+3.1% | Added |
| ING Groep NV | 140,358 | $54.8M | 0.70% | +38,973+38.4% | Added |
| Border to Coast Pensions Partnership Ltd | 110,021 | $55.0M | 1.87% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 140,710 | $55.0M | 0.97% | +250.0% | Added |
| Tiaa, FSB | 141,041 | $55.1M | 0.19% | +7,835+5.9% | Added |
| Nan Shan Life Insurance Co., Ltd. | 141,358 | $55.2M | 0.92% | +48,760+52.7% | Added |
| Samlyn Capital, LLC | 141,867 | $55.4M | 0.81% | +59,017+71.2% | Added |
| Voloridge Investment Management, LLC | 143,161 | $55.9M | 0.36% | +30,699+27.3% | Added |
| HM Payson & Co | 143,183 | $55.9M | 1.36% | +5,954+4.3% | Added |
| Cambridge Trust Co | 143,354 | $56.0M | 2.11% | −775−0.5% | Reduced |
| CIBC World Markets Inc. | 143,916 | $56.2M | 0.20% | −162,168−53.0% | Reduced |
| Mackay Shields LLC | 144,054 | $56.3M | 0.53% | −4,448−3.0% | Reduced |
| PFM Health Sciences, LP | 145,295 | $56.8M | 1.84% | 00.0% | Unchanged |
| Umb Bank N A | 145,309 | $56.8M | 1.28% | +2,205+1.5% | Added |
| Texas Permanent School Fund | 145,665 | $56.9M | 0.70% | −11,111−7.1% | Reduced |
| Guggenheim Capital LLC | 148,336 | $58.0M | 0.35% | −19,951−11.9% | Reduced |
| Adams Diversified Equity Fund, Inc. | 149,700 | $58.5M | 2.31% | +18,100+13.8% | Added |
| Vaughan David Investments LLC | 150,226 | $58.7M | 1.88% | −1,507−1.0% | Reduced |
| Alberta Investment Management Corp | 154,835 | $60.5M | 0.52% | −33,900−18.0% | Reduced |
| Ardevora Asset Management LLP | 155,014 | $60.6M | 0.77% | −3,400−2.1% | Reduced |
| Federated Hermes, Inc. | 156,347 | $61.1M | 0.12% | −3,261−2.0% | Reduced |
| State of Alaska, Department of Revenue | 156,851 | $61.3M | 0.62% | −1,792−1.1% | Reduced |
| Martingale Asset Management L P | 158,082 | $61.8M | 0.81% | −26,000−14.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 158,140 | $61.8M | 1.99% | +1,276+0.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 158,863 | $62.1M | 0.32% | +5,881+3.8% | Added |
| James Hambro & Partners | 160,434 | $62.7M | 4.68% | +6,386+4.1% | Added |
| Keybank National Association | 162,040 | $63.3M | 0.28% | +14,616+9.9% | Added |
| Inverness Counsel LLC | 163,107 | $63.7M | 2.34% | +2,934+1.8% | Added |
| Swiss Life Asset Management Ltd | 167,076 | $65.3M | 0.91% | −8,125−4.6% | Reduced |
| Utah Retirement Systems | 170,351 | $66.6M | 0.90% | −9,061−5.1% | Reduced |
| Capital International Inc | 173,146 | $67.7M | 0.65% | −20,657−10.7% | Reduced |
| Employees Retirement System of Texas | 173,163 | $67.7M | 0.79% | −3,655−2.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 177,213 | $69.2M | 0.13% | −7,869−4.3% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 179,000 | $69.9M | 1.67% | −8,000−4.3% | Reduced |
| Glenmede Trust Co NA | 179,646 | $70.2M | 0.36% | −229−0.1% | Reduced |
| Regions Financial Corp | 181,091 | $70.8M | 0.61% | −1,742−1.0% | Reduced |
| Polar Capital Holdings Plc | 182,455 | $71.3M | 0.39% | +120,258+193.4% | Added |
| NorthCoast Asset Management LLC | 182,932 | $71.7M | 2.61% | −7,219−3.8% | Reduced |
| Gulf International Bank (UK) Ltd | 186,522 | $72.9M | 0.94% | −2,468−1.3% | Reduced |
| Davis Selected Advisers | 187,028 | $73.1M | 0.34% | −7,972−4.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 188,514 | $73.7M | 1.74% | +6,897+3.8% | Added |
| Squarepoint Ops LLC | 189,815 | $74.2M | 0.51% | +143,924+313.6% | Added |
| MUFG Securities EMEA plc | 190,000 | $74.2M | 0.97% | +60,000+46.2% | Added |
| Los Angeles Capital Management LLC | 190,616 | $74.5M | 0.34% | −101,436−34.7% | Reduced |
| Oregon Public Employees Retirement Fund | 193,663 | $75.7M | 0.87% | −9,617−4.7% | Reduced |
| Davenport & Co LLC | 195,541 | $76.4M | 0.54% | +27,626+16.5% | Added |
| Cooke & Bieler LP | 196,392 | $76.7M | 0.69% | −2,560−1.3% | Reduced |
| Morningstar Investment Services LLC | 193,053 | $77.3M | 0.91% | +3,527+1.9% | Added |
| Man Group plc | 198,915 | $77.7M | 0.28% | −53,913−21.3% | Reduced |
| Commonwealth Equity Services, LLC | 200,947 | $78.5M | 0.20% | +181,326+924.1% | Added |
| Thrivent Financial for Lutherans | 201,409 | $78.7M | 0.16% | +2,095+1.1% | Added |