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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 513,306 | $200.6M | 0.75% | −21,400−4.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 516,803 | $201.9M | 1.09% | +6,083+1.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 522,439 | $204.1M | 1.27% | +106,601+25.6% | Added |
| Fifth Third Bancorp | 524,758 | $205.0M | 0.89% | +7,315+1.4% | Added |
| Capital Group Private Client Services, Inc. | 525,536 | $205.3M | 2.38% | +525,536 | New |
| Focused Investors LLC | 527,100 | $206.0M | 6.87% | −21,100−3.8% | Reduced |
| Agf Investments Inc. | 536,649 | $209.7M | 1.61% | +12,243+2.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 545,074 | $213.0M | 0.68% | −24,110−4.2% | Reduced |
| Marshall Wace North America L.P. | 545,204 | $213.0M | 0.91% | −232,987−29.9% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 547,044 | $213.8M | 7.23% | +11,964+2.2% | Added |
| Mackenzie Financial Corp | 549,376 | $214.7M | 0.30% | −26,478−4.6% | Reduced |
| State of Tennessee, Treasury Department | 553,418 | $216.2M | 0.85% | +91,362+19.8% | Added |
| Capital Wealth Planning, LLC | 554,797 | $216.8M | 5.96% | +36,877+7.1% | Added |
| State of New Jersey Common Pension Fund D | 557,867 | $218.0M | 0.68% | −6,798−1.2% | Reduced |
| Tesco Pension Investment Ltd | 565,149 | $220.8M | 4.06% | +37,431+7.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 573,205 | $224.0M | 1.10% | +45,034+8.5% | Added |
| Railway Pension Investments Ltd | 579,720 | $226.5M | 1.84% | +9,300+1.6% | Added |
| Harding Loevner LP | 584,262 | $228.3M | 0.91% | −20,908−3.5% | Reduced |
| Fred Alger Management, LLC | 591,246 | $231.0M | 0.55% | −143,785−19.6% | Reduced |
| Public Employees Retirement System of Ohio | 614,934 | $240.3M | 0.85% | −5,754−0.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 627,793 | $245.3M | 1.34% | +78,542+14.3% | Added |
| STRS Ohio | 630,429 | $246.3M | 0.93% | −73,257−10.4% | Reduced |
| Public Employees Retirement Association of Colorado | 636,235 | $248.6M | 1.09% | −10,903−1.7% | Reduced |
| First Trust Advisors LP | 667,566 | $260.8M | 0.28% | −1,660−0.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 667,597 | $260.9M | 0.53% | +24,336+3.8% | Added |
| Fort Washington Investment Advisors Inc | 674,870 | $263.7M | 1.69% | +217,669+47.6% | Added |
| Third Point LLCSuperinvestorThird Point | 680,000 | $265.7M | 1.45% | +80,000+13.3% | Added |
| Royal London Asset Management Ltd | 682,544 | $266.7M | 1.08% | +6,409+0.9% | Added |
| Findlay Park Partners LLP | 683,390 | $267.0M | 1.84% | −204,875−23.1% | Reduced |
| DekaBank Deutsche Girozentrale | 670,348 | $269.7M | 0.75% | +204,304+43.8% | Added |
| Consulta Ltd | 700,000 | $273.5M | 13.63% | −125,000−15.2% | Reduced |
| British Columbia Investment Management Corp | 703,469 | $274.9M | 1.62% | +54,228+8.4% | Added |
| First Republic Investment Management, Inc. | 704,483 | $275.3M | 0.67% | +51,789+7.9% | Added |
| Suvretta Capital Management, LLC | 715,113 | $279.4M | 4.76% | +23,300+3.4% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 726,474 | $283.9M | 0.78% | −1,072,176−59.6% | Reduced |
| Coho Partners, Ltd. | 737,092 | $288.0M | 4.67% | −11,683−1.6% | Reduced |
| Aviva PLC | 745,817 | $291.4M | 1.30% | −18,722−2.4% | Reduced |
| Voya Investment Management LLC | 747,233 | $292.0M | 0.58% | −10,847−1.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 750,471 | $293.2M | 1.02% | −23,368−3.0% | Reduced |
| Jarislowsky, Fraser Ltd | 758,451 | $296.4M | 1.44% | −12,961−1.7% | Reduced |
| Truist Financial Corp | 759,874 | $296.9M | 0.49% | −13,194−1.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 767,957 | $300.1M | 1.11% | −150,502−16.4% | Reduced |
| Handelsbanken Fonder AB | 779,323 | $304.5M | 1.60% | +23,175+3.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 779,841 | $304.7M | 0.67% | −27,853−3.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 781,620 | $305.4M | 0.65% | −220,379−22.0% | Reduced |
| Winslow Capital Management, LLC | 796,707 | $311.3M | 1.22% | −25,342−3.1% | Reduced |
| Ontario Teachers Pension Plan Board | 807,672 | $315.6M | 1.21% | +973+0.1% | Added |
| State of Wisconsin Investment Board | 815,836 | $318.8M | 0.66% | −142,745−14.9% | Reduced |
| AustralianSuper Pty Ltd | 825,436 | $322.5M | 2.07% | 00.0% | Unchanged |
| Route One Investment Company, L.P. | 833,850 | $325.8M | 8.38% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 844,531 | $330.0M | 0.79% | +96,317+12.9% | Added |
| Robeco Institutional Asset Management B.V. | 844,834 | $330.1M | 0.73% | +30,345+3.7% | Added |
| Steadfast Capital Management LP | 856,510 | $334.7M | 4.23% | −20,839−2.4% | Reduced |
| Ci Investments Inc. | 862,376 | $337.0M | 1.25% | −16,392−1.9% | Reduced |
| Victory Capital Management Inc | 873,166 | $341.2M | 0.33% | +199,539+29.6% | Added |
| AQR Capital Management LLC | 875,928 | $342.3M | 0.63% | +70,695+8.8% | Added |
| Millennium Management LLC | 876,730 | $342.6M | 0.45% | +32,020+3.8% | Added |
| AXA S.A. | 907,554 | $354.6M | 1.00% | +87,508+10.7% | Added |
| Loomis Sayles & Co L P | 916,436 | $358.1M | 0.44% | +38,329+4.4% | Added |
| Toronto Dominion Bank | 1,246,124 | $359.6M | 0.56% | +36,371+3.0% | Added |
| Maj Invest Holding A/S | 928,757 | $362.9M | 6.63% | +2,342+0.3% | Added |
| Mairs & Power Inc | 930,760 | $363.7M | 3.64% | +7,254+0.8% | Added |
| KBC Group NV | 992,242 | $387.7M | 1.42% | +23,848+2.5% | Added |
| Adage Capital Partners GP, L.L.C. | 1,012,806 | $395.7M | 0.78% | −11,200−1.1% | Reduced |
| Fiduciary Management Inc | 1,017,707 | $397.7M | 2.96% | −10,254−1.0% | Reduced |
| Fayez Sarofim & Co | 1,027,780 | $401.6M | 1.33% | +70,869+7.4% | Added |
| Allen Investment Management LLC | 1,045,761 | $408.6M | 5.59% | +10,425+1.0% | Added |
| Lazard Asset Management LLC | 1,054,658 | $412.1M | 0.46% | −214,135−16.9% | Reduced |
| Great West Life Assurance Co | 1,056,817 | $415.8M | 0.97% | +11,906+1.1% | Added |
| Putnam Investments LLC | 1,065,302 | $416.3M | 0.65% | −9,653−0.9% | Reduced |
| US Bancorp | 1,067,340 | $417.1M | 0.78% | +1,505+0.1% | Added |
| Neuberger Berman Group LLC | 1,095,939 | $420.8M | 0.37% | +108,168+11.0% | Added |
| State Board of Administration of Florida Retirement System | 1,103,660 | $431.2M | 0.84% | −26,457−2.3% | Reduced |
| New York State Teachers Retirement System | 1,107,113 | $432.6M | 0.91% | −35,884−3.1% | Reduced |
| Pictet Asset Management SA | 1,128,550 | $441.0M | 0.49% | +1,128,550 | New |
| Standard Life Aberdeen plc | 1,142,454 | $448.6M | 1.01% | −70,608−5.8% | Reduced |
| National Pension Service | 1,161,867 | $454.0M | 0.86% | −1,699−0.1% | Reduced |
| Envestnet Asset Management Inc | 1,176,260 | $459.6M | 0.25% | +31,814+2.8% | Added |
| Provident Trust Co | 1,203,538 | $470.3M | 9.10% | +6,202+0.5% | Added |
| NN Investment Partners Holdings N.V. | 1,220,814 | $477.0M | 2.63% | −71,351−5.5% | Reduced |
| Russell Investments Group, Ltd. | 1,238,096 | $484.3M | 0.82% | −11,195−0.9% | Reduced |
| Korea Investment CORP | 1,242,191 | $485.4M | 1.45% | −130,861−9.5% | Reduced |
| Jensen Investment Management Inc | 1,270,166 | $496.3M | 3.93% | −86,530−6.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,274,660 | $498.1M | 1.65% | −52,678−4.0% | Reduced |
| FIL Ltd | 1,311,813 | $512.6M | 0.57% | +207,390+18.8% | Added |
| The PNC Financial Services Group, Inc. | 1,344,585 | $525.4M | 0.49% | +50,157+3.9% | Added |
| Ensign Peak Advisors, Inc | 1,389,630 | $543.0M | 1.13% | +15,588+1.1% | Added |
| Rhumbline Advisers | 1,405,523 | $549.2M | 0.74% | −32,007−2.2% | Reduced |
| Ninety One UK Ltd | 1,416,750 | $553.6M | 1.41% | −29,620−2.0% | Reduced |
| HSBC Holdings PLC | 1,416,240 | $558.3M | 0.64% | +192,875+15.8% | Added |
| Guardcap Asset Management Ltd | 1,434,542 | $560.5M | 7.72% | +78,292+5.8% | Added |
| Sustainable Growth Advisers, LP | 1,439,789 | $562.6M | 2.85% | −13,615−0.9% | Reduced |
| CIBC Private Wealth Group, LLC | 1,441,129 | $563.1M | 1.31% | −82,418−5.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,444,782 | $565.5M | 0.91% | −473,810−24.7% | Reduced |
| Swedbank AB | 1,477,867 | $577.5M | 1.08% | +746+0.1% | Added |
| Prudential Financial Inc | 1,501,421 | $587.1M | 0.82% | −302,473−16.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,546,306 | $604.2M | 3.00% | +70,434+4.8% | Added |
| 1832 Asset Management L.P. | 1,514,471 | $609.1M | 1.14% | +105,713+7.5% | Added |
| First Manhattan Co | 1,562,853 | $610.7M | 2.25% | +67,535+4.5% | Added |
| Macquarie Group Ltd | 1,581,560 | $618.0M | 0.53% | −40,639−2.5% | Reduced |