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 | 3,055 | $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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 1,095,939 | $420.8M | 0.37% | +108,168+11.0% | Added |
| US Bancorp | 1,067,340 | $417.1M | 0.78% | +1,505+0.1% | Added |
| Putnam Investments LLC | 1,065,302 | $416.3M | 0.65% | −9,653−0.9% | Reduced |
| Great West Life Assurance Co | 1,056,817 | $415.8M | 0.97% | +11,906+1.1% | Added |
| Lazard Asset Management LLC | 1,054,658 | $412.1M | 0.46% | −214,135−16.9% | Reduced |
| Allen Investment Management LLC | 1,045,761 | $408.6M | 5.59% | +10,425+1.0% | Added |
| Fayez Sarofim & Co | 1,027,780 | $401.6M | 1.33% | +70,869+7.4% | Added |
| Fiduciary Management Inc | 1,017,707 | $397.7M | 2.96% | −10,254−1.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,012,806 | $395.7M | 0.78% | −11,200−1.1% | Reduced |
| KBC Group NV | 992,242 | $387.7M | 1.42% | +23,848+2.5% | Added |
| Mairs & Power Inc | 930,760 | $363.7M | 3.64% | +7,254+0.8% | Added |
| Maj Invest Holding A/S | 928,757 | $362.9M | 6.63% | +2,342+0.3% | Added |
| Toronto Dominion Bank | 1,246,124 | $359.6M | 0.56% | +36,371+3.0% | Added |
| Loomis Sayles & Co L P | 916,436 | $358.1M | 0.44% | +38,329+4.4% | Added |
| AXA S.A. | 907,554 | $354.6M | 1.00% | +87,508+10.7% | Added |
| Millennium Management LLC | 876,730 | $342.6M | 0.45% | +32,020+3.8% | Added |
| AQR Capital Management LLC | 875,928 | $342.3M | 0.63% | +70,695+8.8% | Added |
| Victory Capital Management Inc | 873,166 | $341.2M | 0.33% | +199,539+29.6% | Added |
| Ci Investments Inc. | 862,376 | $337.0M | 1.25% | −16,392−1.9% | Reduced |
| Steadfast Capital Management LP | 856,510 | $334.7M | 4.23% | −20,839−2.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 844,834 | $330.1M | 0.73% | +30,345+3.7% | Added |
| Lord, Abbett & Co. LLC | 844,531 | $330.0M | 0.79% | +96,317+12.9% | Added |
| Route One Investment Company, L.P. | 833,850 | $325.8M | 8.38% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 825,436 | $322.5M | 2.07% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 815,836 | $318.8M | 0.66% | −142,745−14.9% | Reduced |
| Ontario Teachers Pension Plan Board | 807,672 | $315.6M | 1.21% | +973+0.1% | Added |
| Winslow Capital Management, LLC | 796,707 | $311.3M | 1.22% | −25,342−3.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 781,620 | $305.4M | 0.65% | −220,379−22.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 779,841 | $304.7M | 0.67% | −27,853−3.4% | Reduced |
| Handelsbanken Fonder AB | 779,323 | $304.5M | 1.60% | +23,175+3.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 767,957 | $300.1M | 1.11% | −150,502−16.4% | Reduced |
| Truist Financial Corp | 759,874 | $296.9M | 0.49% | −13,194−1.7% | Reduced |
| Jarislowsky, Fraser Ltd | 758,451 | $296.4M | 1.44% | −12,961−1.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 750,471 | $293.2M | 1.02% | −23,368−3.0% | Reduced |
| Voya Investment Management LLC | 747,233 | $292.0M | 0.58% | −10,847−1.4% | Reduced |
| Aviva PLC | 745,817 | $291.4M | 1.30% | −18,722−2.4% | Reduced |
| Coho Partners, Ltd. | 737,092 | $288.0M | 4.67% | −11,683−1.6% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 726,474 | $283.9M | 0.78% | −1,072,176−59.6% | Reduced |
| Suvretta Capital Management, LLC | 715,113 | $279.4M | 4.76% | +23,300+3.4% | Added |
| First Republic Investment Management, Inc. | 704,483 | $275.3M | 0.67% | +51,789+7.9% | Added |
| British Columbia Investment Management Corp | 703,469 | $274.9M | 1.62% | +54,228+8.4% | Added |
| Consulta Ltd | 700,000 | $273.5M | 13.63% | −125,000−15.2% | Reduced |
| DekaBank Deutsche Girozentrale | 670,348 | $269.7M | 0.75% | +204,304+43.8% | Added |
| Findlay Park Partners LLP | 683,390 | $267.0M | 1.84% | −204,875−23.1% | Reduced |
| Royal London Asset Management Ltd | 682,544 | $266.7M | 1.08% | +6,409+0.9% | Added |
| Third Point LLCSuperinvestorThird Point | 680,000 | $265.7M | 1.45% | +80,000+13.3% | Added |
| Fort Washington Investment Advisors Inc | 674,870 | $263.7M | 1.69% | +217,669+47.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 667,597 | $260.9M | 0.53% | +24,336+3.8% | Added |
| First Trust Advisors LP | 667,566 | $260.8M | 0.28% | −1,660−0.2% | Reduced |
| Public Employees Retirement Association of Colorado | 636,235 | $248.6M | 1.09% | −10,903−1.7% | Reduced |
| STRS Ohio | 630,429 | $246.3M | 0.93% | −73,257−10.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 627,793 | $245.3M | 1.34% | +78,542+14.3% | Added |
| Public Employees Retirement System of Ohio | 614,934 | $240.3M | 0.85% | −5,754−0.9% | Reduced |
| Fred Alger Management, LLC | 591,246 | $231.0M | 0.55% | −143,785−19.6% | Reduced |
| Harding Loevner LP | 584,262 | $228.3M | 0.91% | −20,908−3.5% | Reduced |
| Railway Pension Investments Ltd | 579,720 | $226.5M | 1.84% | +9,300+1.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 573,205 | $224.0M | 1.10% | +45,034+8.5% | Added |
| Tesco Pension Investment Ltd | 565,149 | $220.8M | 4.06% | +37,431+7.1% | Added |
| State of New Jersey Common Pension Fund D | 557,867 | $218.0M | 0.68% | −6,798−1.2% | Reduced |
| Capital Wealth Planning, LLC | 554,797 | $216.8M | 5.96% | +36,877+7.1% | Added |
| State of Tennessee, Treasury Department | 553,418 | $216.2M | 0.85% | +91,362+19.8% | Added |
| Mackenzie Financial Corp | 549,376 | $214.7M | 0.30% | −26,478−4.6% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 547,044 | $213.8M | 7.23% | +11,964+2.2% | Added |
| Marshall Wace North America L.P. | 545,204 | $213.0M | 0.91% | −232,987−29.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 545,074 | $213.0M | 0.68% | −24,110−4.2% | Reduced |
| Agf Investments Inc. | 536,649 | $209.7M | 1.61% | +12,243+2.3% | Added |
| Focused Investors LLC | 527,100 | $206.0M | 6.87% | −21,100−3.8% | Reduced |
| Capital Group Private Client Services, Inc. | 525,536 | $205.3M | 2.38% | +525,536 | New |
| Fifth Third Bancorp | 524,758 | $205.0M | 0.89% | +7,315+1.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 522,439 | $204.1M | 1.27% | +106,601+25.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 516,803 | $201.9M | 1.09% | +6,083+1.2% | Added |
| Retirement Systems of Alabama | 513,306 | $200.6M | 0.75% | −21,400−4.0% | Reduced |
| Haverford Trust Co | 508,403 | $198.7M | 2.38% | +3,038+0.6% | Added |
| Zurich Insurance Group Ltd | 507,106 | $198.1M | 2.37% | +57,170+12.7% | Added |
| Cloverfields Capital Group, LP | 492,240 | $192.3M | 61.88% | −129,177−20.8% | Reduced |
| M&G Investment Management Ltd | 486,298 | $190.1M | 0.92% | −128,560−20.9% | Reduced |
| Asset Management One Co.,Ltd. | 482,520 | $188.6M | 0.72% | −13,576−2.7% | Reduced |
| Banque Pictet & Cie SA | 482,010 | $188.3M | 1.96% | +14,686+3.1% | Added |
| HighTower Advisors, LLC | 481,252 | $188.2M | 0.50% | +169,144+54.2% | Added |
| Epoch Investment Partners, Inc. | 480,074 | $187.6M | 1.04% | −11,827−2.4% | Reduced |
| Bank of Nova Scotia | 476,503 | $186.2M | 0.34% | +269,478+130.2% | Added |
| Cincinnati Financial Corp | 468,822 | $183.2M | 4.50% | 00.0% | Unchanged |
| LPL Financial LLC | 464,742 | $181.6M | 0.17% | +45,698+10.9% | Added |
| Storebrand Asset Management AS | 447,611 | $174.9M | 0.86% | +4,631+1.0% | Added |
| DSM Capital Partners LLC | 446,847 | $174.6M | 1.81% | −2,244−0.5% | Reduced |
| Calamos Advisors LLC | 444,740 | $173.8M | 0.82% | +10,847+2.5% | Added |
| William Blair Investment Management, LLC | 442,507 | $172.9M | 0.49% | −31,496−6.6% | Reduced |
| Capitolis Advisors LLC | 402,927 | $171.1M | 1.56% | +287,355+248.6% | Added |
| Rothschild & Co Asset Management US Inc. | 428,553 | $167.5M | 2.08% | −6,088−1.4% | Reduced |
| Comerica Bank | 374,826 | $163.9M | 0.99% | +167,078+80.4% | Added |
| BNP Paribas Arbitrage, SA | 411,983 | $161.0M | 0.38% | −216,813−34.5% | Reduced |
| Nomura Asset Management Co Ltd | 411,731 | $160.9M | 0.91% | +14,044+3.5% | Added |
| Treasurer of the State of North Carolina | 411,151 | $160.7M | 0.93% | +1,090+0.3% | Added |
| CIBC World Markets Corp | 407,008 | $159.0M | 1.08% | +157,821+63.3% | Added |
| Mawer Investment Management Ltd. | 402,064 | $157.1M | 0.75% | +15,150+3.9% | Added |
| OrbiMed Advisors LLC | 389,700 | $152.3M | 1.69% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 383,904 | $150.0M | 2.72% | −6,022−1.5% | Reduced |
| Natixis Advisors, L.P. | 371,758 | $145.3M | 0.60% | −113,679−23.4% | Reduced |
| APG Asset Management N.V. | 429,892 | $144.9M | 0.26% | −9,998−2.3% | Reduced |
| Citadel Advisors LLC | 368,351 | $143.9M | 0.16% | −987,113−72.8% | Reduced |