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 |
|---|---|---|---|---|---|
| SEI Investments Co | 366,755 | $143.6M | 0.30% | +46,054+14.4% | Added |
| Public Sector Pension Investment Board | 362,618 | $141.7M | 0.84% | +11,100+3.2% | Added |
| Kensico Capital Management Corp | 362,300 | $141.6M | 4.35% | +113,300+45.5% | Added |
| Candriam Luxembourg S.C.A. | 362,160 | $141.5M | 0.96% | +18,867+5.5% | Added |
| ProShare Advisors LLC | 353,559 | $138.2M | 0.39% | −15,948−4.3% | Reduced |
| Alphinity Investment Management Pty Ltd | 348,967 | $136.4M | 5.08% | +105,463+43.3% | Added |
| Blair William & Co | 345,374 | $135.0M | 0.46% | +1,565+0.5% | Added |
| Pendal Group Limited | 343,950 | $134.4M | 1.11% | +343,233+47,870.7% | Added |
| Nisa Investment Advisors, LLC | 343,125 | $134.1M | 0.81% | −20,613−5.7% | Reduced |
| Congress Asset Management Co | 340,937 | $133.2M | 1.04% | +33,302+10.8% | Added |
| Janney Montgomery Scott LLC | 339,840 | $132.8M | 0.57% | +11,476+3.5% | Added |
| Bellevue Group AG | 337,982 | $132.1M | 1.34% | −5,069−1.5% | Reduced |
| Mariner, LLC | 333,061 | $130.1M | 0.68% | +17,419+5.5% | Added |
| Gateway Investment Advisers LLC | 328,249 | $128.3M | 1.34% | −3,627−1.1% | Reduced |
| Carmignac Gestion | 325,203 | $127.1M | 1.59% | −108,997−25.1% | Reduced |
| Bristol John W & Co Inc | 324,184 | $126.7M | 2.36% | −4,716−1.4% | Reduced |
| State of Michigan Retirement System | 323,615 | $126.4M | 0.72% | +9,500+3.0% | Added |
| CCLA Investment Management Ltd | 319,184 | $124.7M | 2.15% | +23,707+8.0% | Added |
| Tekla Capital Management LLC | 306,129 | $119.6M | 3.85% | −9,419−3.0% | Reduced |
| AMP Capital Investors Ltd | 302,789 | $118.4M | 0.65% | −43,313−12.5% | Reduced |
| Senator Investment Group LP | 300,000 | $117.2M | 2.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 295,574 | $115.5M | 0.48% | +294,101+19,966.1% | Added |
| Teachers Retirement System of the State of Kentucky | 294,780 | $115.2M | 1.07% | −19,679−6.3% | Reduced |
| Factory Mutual Insurance Co | 287,717 | $112.4M | 1.40% | −10,200−3.4% | Reduced |
| LGT Capital Partners Ltd. | 286,428 | $111.9M | 3.37% | −4,874−1.7% | Reduced |
| PGGM Investments | 285,226 | $111.4M | 0.57% | −98,520−25.7% | Reduced |
| Boston Trust Walden Corp | 283,458 | $110.8M | 0.98% | −4,224−1.5% | Reduced |
| Vantage Investment Partners, LLC | 282,714 | $110.5M | 5.75% | −64,913−18.7% | Reduced |
| Nissay Asset Management Corp | 281,286 | $109.9M | 0.93% | +34,405+13.9% | Added |
| Scotia Capital Inc. | 280,948 | $109.8M | 0.81% | +23,991+9.3% | Added |
| Teacher Retirement System of Texas | 279,211 | $109.1M | 0.59% | −11,837−4.1% | Reduced |
| Advisor Group Holdings, Inc. | 278,755 | $109.0M | 0.23% | +6,548+2.4% | Added |
| Baird Financial Group, Inc. | 278,060 | $108.6M | 0.28% | +26,628+10.6% | Added |
| American International Group, Inc. | 274,060 | $107.1M | 0.57% | −4,470−1.6% | Reduced |
| Bahl & Gaynor Inc | 267,439 | $104.5M | 0.64% | +1,504+0.6% | Added |
| Susquehanna International Group, LLP | 265,813 | $103.9M | 0.13% | −543,806−67.2% | Reduced |
| Eagle Asset Management Inc | 265,481 | $103.7M | 0.47% | +7,002+2.7% | Added |
| Alleghany Corp | 263,560 | $103.0M | 3.18% | 00.0% | Unchanged |
| Arizona State Retirement System | 263,163 | $102.8M | 0.84% | −2,673−1.0% | Reduced |
| Westpac Banking Corp | 260,580 | $101.8M | 1.09% | −41,446−13.7% | Reduced |
| Pictet & Cie (Europe) SA | 259,477 | $101.4M | 3.76% | +33,750+15.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 259,100 | $101.2M | 0.93% | −8,445−3.2% | Reduced |
| Personal Capital Advisors Corp | 258,592 | $101.0M | 0.51% | +8,906+3.6% | Added |
| Wishbone Management, LP | 257,000 | $100.4M | 13.86% | −38,000−12.9% | Reduced |
| Amalgamated Bank | 252,170 | $98.5M | 0.83% | −9,656−3.7% | Reduced |
| USS Investment Management Ltd | 249,547 | $97.5M | 0.84% | −114,688−31.5% | Reduced |
| Westwood Holdings Group Inc. | 249,048 | $97.3M | 1.06% | +25,772+11.5% | Added |
| Rock Springs Capital Management LP | 240,000 | $93.8M | 1.97% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 238,264 | $93.1M | 2.18% | −820−0.3% | Reduced |
| CIBC Asset Management Inc | 227,679 | $89.0M | 0.36% | +2,433+1.1% | Added |
| Panagora Asset Management Inc | 226,516 | $88.5M | 0.47% | −19,372−7.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 226,480 | $88.5M | 0.22% | +30,104+15.3% | Added |
| Brave Warrior Advisors, LLC | 226,121 | $88.4M | 3.09% | −15,898−6.6% | Reduced |
| Vontobel Holding Ltd. | 225,532 | $88.1M | 0.78% | +29,480+15.0% | Added |
| Sands Capital Management, LLC | 223,864 | $87.5M | 0.15% | +1,912+0.9% | Added |
| Forsta Ap-Fonden | 223,100 | $87.2M | 0.99% | +18,300+8.9% | Added |
| GW&K Investment Management, LLC | 222,615 | $87.0M | 0.78% | +946+0.4% | Added |
| Bristol Gate Capital Partners Inc. | 222,325 | $86.9M | 4.46% | +5,759+2.7% | Added |
| Johnson Investment Counsel Inc | 222,256 | $86.8M | 1.16% | +60,042+37.0% | Added |
| Milestone Resources Group Ltd | 221,206 | $86.4M | 3.91% | +237+0.1% | Added |
| Segall Bryant & Hamill, LLC | 220,268 | $86.1M | 0.82% | +284+0.1% | Added |
| Cincinnati Insurance Co | 220,081 | $86.0M | 1.75% | 00.0% | Unchanged |
| Huntington National Bank | 219,260 | $85.7M | 0.86% | +2,302+1.1% | Added |
| Clark Capital Management Group, Inc. | 217,663 | $85.0M | 1.16% | +37,303+20.7% | Added |
| Virginia Retirement Systems Et Al | 216,280 | $84.5M | 0.86% | +53,500+32.9% | Added |
| Natixis | 214,689 | $83.9M | 0.29% | +214,689 | New |
| Assetmark, Inc | 213,353 | $83.4M | 0.37% | +10,463+5.2% | Added |
| MetLife Investment Management | 212,968 | $83.2M | 0.75% | −5,826−2.7% | Reduced |
| Rockefeller Capital Management L.P. | 207,860 | $81.2M | 0.43% | +14,126+7.3% | Added |
| Abrams Bison Investments, LLC | 205,000 | $80.1M | 5.96% | 00.0% | Unchanged |
| DnB Asset Management AS | 204,060 | $79.7M | 0.52% | +8,858+4.5% | Added |
| Riverbridge Partners LLC | 203,206 | $79.4M | 0.80% | +825+0.4% | Added |
| Thrivent Financial for Lutherans | 201,409 | $78.7M | 0.16% | +2,095+1.1% | Added |
| Commonwealth Equity Services, LLC | 200,947 | $78.5M | 0.20% | +181,326+924.1% | Added |
| Man Group plc | 198,915 | $77.7M | 0.28% | −53,913−21.3% | Reduced |
| Morningstar Investment Services LLC | 193,053 | $77.3M | 0.91% | +3,527+1.9% | Added |
| Cooke & Bieler LP | 196,392 | $76.7M | 0.69% | −2,560−1.3% | Reduced |
| Davenport & Co LLC | 195,541 | $76.4M | 0.54% | +27,626+16.5% | Added |
| Oregon Public Employees Retirement Fund | 193,663 | $75.7M | 0.87% | −9,617−4.7% | Reduced |
| Los Angeles Capital Management LLC | 190,616 | $74.5M | 0.34% | −101,436−34.7% | Reduced |
| MUFG Securities EMEA plc | 190,000 | $74.2M | 0.97% | +60,000+46.2% | Added |
| Squarepoint Ops LLC | 189,815 | $74.2M | 0.51% | +143,924+313.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 188,514 | $73.7M | 1.74% | +6,897+3.8% | Added |
| Davis Selected Advisers | 187,028 | $73.1M | 0.34% | −7,972−4.1% | Reduced |
| Gulf International Bank (UK) Ltd | 186,522 | $72.9M | 0.94% | −2,468−1.3% | Reduced |
| NorthCoast Asset Management LLC | 182,932 | $71.7M | 2.61% | −7,219−3.8% | Reduced |
| Polar Capital Holdings Plc | 182,455 | $71.3M | 0.39% | +120,258+193.4% | Added |
| Regions Financial Corp | 181,091 | $70.8M | 0.61% | −1,742−1.0% | Reduced |
| Glenmede Trust Co NA | 179,646 | $70.2M | 0.36% | −229−0.1% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 179,000 | $69.9M | 1.67% | −8,000−4.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 177,213 | $69.2M | 0.13% | −7,869−4.3% | Reduced |
| Employees Retirement System of Texas | 173,163 | $67.7M | 0.79% | −3,655−2.1% | Reduced |
| Capital International Inc | 173,146 | $67.7M | 0.65% | −20,657−10.7% | Reduced |
| Utah Retirement Systems | 170,351 | $66.6M | 0.90% | −9,061−5.1% | Reduced |
| Swiss Life Asset Management Ltd | 167,076 | $65.3M | 0.91% | −8,125−4.6% | Reduced |
| Inverness Counsel LLC | 163,107 | $63.7M | 2.34% | +2,934+1.8% | Added |
| Keybank National Association | 162,040 | $63.3M | 0.28% | +14,616+9.9% | Added |
| James Hambro & Partners | 160,434 | $62.7M | 4.68% | +6,386+4.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 158,863 | $62.1M | 0.32% | +5,881+3.8% | Added |
| Ferguson Wellman Capital Management, Inc | 158,140 | $61.8M | 1.99% | +1,276+0.8% | Added |