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 |
|---|---|---|---|---|---|
| Riverbridge Partners LLC | 203,206 | $79.4M | 0.80% | +825+0.4% | Added |
| DnB Asset Management AS | 204,060 | $79.7M | 0.52% | +8,858+4.5% | Added |
| Abrams Bison Investments, LLC | 205,000 | $80.1M | 5.96% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 207,860 | $81.2M | 0.43% | +14,126+7.3% | Added |
| MetLife Investment Management | 212,968 | $83.2M | 0.75% | −5,826−2.7% | Reduced |
| Assetmark, Inc | 213,353 | $83.4M | 0.37% | +10,463+5.2% | Added |
| Natixis | 214,689 | $83.9M | 0.29% | +214,689 | New |
| Virginia Retirement Systems Et Al | 216,280 | $84.5M | 0.86% | +53,500+32.9% | Added |
| Clark Capital Management Group, Inc. | 217,663 | $85.0M | 1.16% | +37,303+20.7% | Added |
| Huntington National Bank | 219,260 | $85.7M | 0.86% | +2,302+1.1% | Added |
| Cincinnati Insurance Co | 220,081 | $86.0M | 1.75% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 220,268 | $86.1M | 0.82% | +284+0.1% | Added |
| Milestone Resources Group Ltd | 221,206 | $86.4M | 3.91% | +237+0.1% | Added |
| Johnson Investment Counsel Inc | 222,256 | $86.8M | 1.16% | +60,042+37.0% | Added |
| Bristol Gate Capital Partners Inc. | 222,325 | $86.9M | 4.46% | +5,759+2.7% | Added |
| GW&K Investment Management, LLC | 222,615 | $87.0M | 0.78% | +946+0.4% | Added |
| Forsta Ap-Fonden | 223,100 | $87.2M | 0.99% | +18,300+8.9% | Added |
| Sands Capital Management, LLC | 223,864 | $87.5M | 0.15% | +1,912+0.9% | Added |
| Vontobel Holding Ltd. | 225,532 | $88.1M | 0.78% | +29,480+15.0% | Added |
| Brave Warrior Advisors, LLC | 226,121 | $88.4M | 3.09% | −15,898−6.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 226,480 | $88.5M | 0.22% | +30,104+15.3% | Added |
| Panagora Asset Management Inc | 226,516 | $88.5M | 0.47% | −19,372−7.9% | Reduced |
| CIBC Asset Management Inc | 227,679 | $89.0M | 0.36% | +2,433+1.1% | Added |
| Atalanta Sosnoff Capital, LLC | 238,264 | $93.1M | 2.18% | −820−0.3% | Reduced |
| Rock Springs Capital Management LP | 240,000 | $93.8M | 1.97% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 249,048 | $97.3M | 1.06% | +25,772+11.5% | Added |
| USS Investment Management Ltd | 249,547 | $97.5M | 0.84% | −114,688−31.5% | Reduced |
| Amalgamated Bank | 252,170 | $98.5M | 0.83% | −9,656−3.7% | Reduced |
| Wishbone Management, LP | 257,000 | $100.4M | 13.86% | −38,000−12.9% | Reduced |
| Personal Capital Advisors Corp | 258,592 | $101.0M | 0.51% | +8,906+3.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 259,100 | $101.2M | 0.93% | −8,445−3.2% | Reduced |
| Pictet & Cie (Europe) SA | 259,477 | $101.4M | 3.76% | +33,750+15.0% | Added |
| Westpac Banking Corp | 260,580 | $101.8M | 1.09% | −41,446−13.7% | Reduced |
| Arizona State Retirement System | 263,163 | $102.8M | 0.84% | −2,673−1.0% | Reduced |
| Alleghany Corp | 263,560 | $103.0M | 3.18% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 265,481 | $103.7M | 0.47% | +7,002+2.7% | Added |
| Susquehanna International Group, LLP | 265,813 | $103.9M | 0.13% | −543,806−67.2% | Reduced |
| Bahl & Gaynor Inc | 267,439 | $104.5M | 0.64% | +1,504+0.6% | Added |
| American International Group, Inc. | 274,060 | $107.1M | 0.57% | −4,470−1.6% | Reduced |
| Baird Financial Group, Inc. | 278,060 | $108.6M | 0.28% | +26,628+10.6% | Added |
| Advisor Group Holdings, Inc. | 278,755 | $109.0M | 0.23% | +6,548+2.4% | Added |
| Teacher Retirement System of Texas | 279,211 | $109.1M | 0.59% | −11,837−4.1% | Reduced |
| Scotia Capital Inc. | 280,948 | $109.8M | 0.81% | +23,991+9.3% | Added |
| Nissay Asset Management Corp | 281,286 | $109.9M | 0.93% | +34,405+13.9% | Added |
| Vantage Investment Partners, LLC | 282,714 | $110.5M | 5.75% | −64,913−18.7% | Reduced |
| Boston Trust Walden Corp | 283,458 | $110.8M | 0.98% | −4,224−1.5% | Reduced |
| PGGM Investments | 285,226 | $111.4M | 0.57% | −98,520−25.7% | Reduced |
| LGT Capital Partners Ltd. | 286,428 | $111.9M | 3.37% | −4,874−1.7% | Reduced |
| Factory Mutual Insurance Co | 287,717 | $112.4M | 1.40% | −10,200−3.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 294,780 | $115.2M | 1.07% | −19,679−6.3% | Reduced |
| Assenagon Asset Management S.A. | 295,574 | $115.5M | 0.48% | +294,101+19,966.1% | Added |
| Senator Investment Group LP | 300,000 | $117.2M | 2.01% | 00.0% | Unchanged |
| AMP Capital Investors Ltd | 302,789 | $118.4M | 0.65% | −43,313−12.5% | Reduced |
| Tekla Capital Management LLC | 306,129 | $119.6M | 3.85% | −9,419−3.0% | Reduced |
| CCLA Investment Management Ltd | 319,184 | $124.7M | 2.15% | +23,707+8.0% | Added |
| State of Michigan Retirement System | 323,615 | $126.4M | 0.72% | +9,500+3.0% | Added |
| Bristol John W & Co Inc | 324,184 | $126.7M | 2.36% | −4,716−1.4% | Reduced |
| Carmignac Gestion | 325,203 | $127.1M | 1.59% | −108,997−25.1% | Reduced |
| Gateway Investment Advisers LLC | 328,249 | $128.3M | 1.34% | −3,627−1.1% | Reduced |
| Mariner, LLC | 333,061 | $130.1M | 0.68% | +17,419+5.5% | Added |
| Bellevue Group AG | 337,982 | $132.1M | 1.34% | −5,069−1.5% | Reduced |
| Janney Montgomery Scott LLC | 339,840 | $132.8M | 0.57% | +11,476+3.5% | Added |
| Congress Asset Management Co | 340,937 | $133.2M | 1.04% | +33,302+10.8% | Added |
| Nisa Investment Advisors, LLC | 343,125 | $134.1M | 0.81% | −20,613−5.7% | Reduced |
| Pendal Group Limited | 343,950 | $134.4M | 1.11% | +343,233+47,870.7% | Added |
| Blair William & Co | 345,374 | $135.0M | 0.46% | +1,565+0.5% | Added |
| Alphinity Investment Management Pty Ltd | 348,967 | $136.4M | 5.08% | +105,463+43.3% | Added |
| ProShare Advisors LLC | 353,559 | $138.2M | 0.39% | −15,948−4.3% | Reduced |
| Candriam Luxembourg S.C.A. | 362,160 | $141.5M | 0.96% | +18,867+5.5% | Added |
| Kensico Capital Management Corp | 362,300 | $141.6M | 4.35% | +113,300+45.5% | Added |
| Public Sector Pension Investment Board | 362,618 | $141.7M | 0.84% | +11,100+3.2% | Added |
| SEI Investments Co | 366,755 | $143.6M | 0.30% | +46,054+14.4% | Added |
| Citadel Advisors LLC | 368,351 | $143.9M | 0.16% | −987,113−72.8% | Reduced |
| APG Asset Management N.V. | 429,892 | $144.9M | 0.26% | −9,998−2.3% | Reduced |
| Natixis Advisors, L.P. | 371,758 | $145.3M | 0.60% | −113,679−23.4% | Reduced |
| Evercore Wealth Management, LLC | 383,904 | $150.0M | 2.72% | −6,022−1.5% | Reduced |
| OrbiMed Advisors LLC | 389,700 | $152.3M | 1.69% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 402,064 | $157.1M | 0.75% | +15,150+3.9% | Added |
| CIBC World Markets Corp | 407,008 | $159.0M | 1.08% | +157,821+63.3% | Added |
| Treasurer of the State of North Carolina | 411,151 | $160.7M | 0.93% | +1,090+0.3% | Added |
| Nomura Asset Management Co Ltd | 411,731 | $160.9M | 0.91% | +14,044+3.5% | Added |
| BNP Paribas Arbitrage, SA | 411,983 | $161.0M | 0.38% | −216,813−34.5% | Reduced |
| Comerica Bank | 374,826 | $163.9M | 0.99% | +167,078+80.4% | Added |
| Rothschild & Co Asset Management US Inc. | 428,553 | $167.5M | 2.08% | −6,088−1.4% | Reduced |
| Capitolis Advisors LLC | 402,927 | $171.1M | 1.56% | +287,355+248.6% | Added |
| William Blair Investment Management, LLC | 442,507 | $172.9M | 0.49% | −31,496−6.6% | Reduced |
| Calamos Advisors LLC | 444,740 | $173.8M | 0.82% | +10,847+2.5% | Added |
| DSM Capital Partners LLC | 446,847 | $174.6M | 1.81% | −2,244−0.5% | Reduced |
| Storebrand Asset Management AS | 447,611 | $174.9M | 0.86% | +4,631+1.0% | Added |
| LPL Financial LLC | 464,742 | $181.6M | 0.17% | +45,698+10.9% | Added |
| Cincinnati Financial Corp | 468,822 | $183.2M | 4.50% | 00.0% | Unchanged |
| Bank of Nova Scotia | 476,503 | $186.2M | 0.34% | +269,478+130.2% | Added |
| Epoch Investment Partners, Inc. | 480,074 | $187.6M | 1.04% | −11,827−2.4% | Reduced |
| HighTower Advisors, LLC | 481,252 | $188.2M | 0.50% | +169,144+54.2% | Added |
| Banque Pictet & Cie SA | 482,010 | $188.3M | 1.96% | +14,686+3.1% | Added |
| Asset Management One Co.,Ltd. | 482,520 | $188.6M | 0.72% | −13,576−2.7% | Reduced |
| M&G Investment Management Ltd | 486,298 | $190.1M | 0.92% | −128,560−20.9% | Reduced |
| Cloverfields Capital Group, LP | 492,240 | $192.3M | 61.88% | −129,177−20.8% | Reduced |
| Zurich Insurance Group Ltd | 507,106 | $198.1M | 2.37% | +57,170+12.7% | Added |
| Haverford Trust Co | 508,403 | $198.7M | 2.38% | +3,038+0.6% | Added |