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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 158,082 | $61.8M | 0.81% | −26,000−14.1% | Reduced |
| State of Alaska, Department of Revenue | 156,851 | $61.3M | 0.62% | −1,792−1.1% | Reduced |
| Federated Hermes, Inc. | 156,347 | $61.1M | 0.12% | −3,261−2.0% | Reduced |
| Ardevora Asset Management LLP | 155,014 | $60.6M | 0.77% | −3,400−2.1% | Reduced |
| Alberta Investment Management Corp | 154,835 | $60.5M | 0.52% | −33,900−18.0% | Reduced |
| Vaughan David Investments LLC | 150,226 | $58.7M | 1.88% | −1,507−1.0% | Reduced |
| Adams Diversified Equity Fund, Inc. | 149,700 | $58.5M | 2.31% | +18,100+13.8% | Added |
| Guggenheim Capital LLC | 148,336 | $58.0M | 0.35% | −19,951−11.9% | Reduced |
| Texas Permanent School Fund | 145,665 | $56.9M | 0.70% | −11,111−7.1% | Reduced |
| Umb Bank N A | 145,309 | $56.8M | 1.28% | +2,205+1.5% | Added |
| PFM Health Sciences, LP | 145,295 | $56.8M | 1.84% | 00.0% | Unchanged |
| Mackay Shields LLC | 144,054 | $56.3M | 0.53% | −4,448−3.0% | Reduced |
| CIBC World Markets Inc. | 143,916 | $56.2M | 0.20% | −162,168−53.0% | Reduced |
| Cambridge Trust Co | 143,354 | $56.0M | 2.11% | −775−0.5% | Reduced |
| HM Payson & Co | 143,183 | $55.9M | 1.36% | +5,954+4.3% | Added |
| Voloridge Investment Management, LLC | 143,161 | $55.9M | 0.36% | +30,699+27.3% | Added |
| Samlyn Capital, LLC | 141,867 | $55.4M | 0.81% | +59,017+71.2% | Added |
| Nan Shan Life Insurance Co., Ltd. | 141,358 | $55.2M | 0.92% | +48,760+52.7% | Added |
| Tiaa, FSB | 141,041 | $55.1M | 0.19% | +7,835+5.9% | Added |
| Nicholas Company, Inc. | 140,710 | $55.0M | 0.97% | +250.0% | Added |
| Border to Coast Pensions Partnership Ltd | 110,021 | $55.0M | 1.87% | 00.0% | Unchanged |
| ING Groep NV | 140,358 | $54.8M | 0.70% | +38,973+38.4% | Added |
| Tredje AP-fonden | 134,301 | $52.5M | 1.10% | +4,000+3.1% | Added |
| Erste Asset Management GmbH | 130,509 | $51.9M | 1.03% | +3,026+2.4% | Added |
| Nippon Life Global Investors Americas, Inc. | 132,630 | $51.8M | 2.70% | −21,870−14.2% | Reduced |
| Liontrust Investment Partners LLP | 132,168 | $51.6M | 0.71% | +132,168 | New |
| Mutual of America Capital Management LLC | 131,990 | $51.6M | 0.51% | +529+0.4% | Added |
| Oppenheimer Asset Management Inc. | 131,478 | $51.4M | 0.73% | +648+0.5% | Added |
| Avalon Investment & Advisory | 131,260 | $51.3M | 1.19% | −892−0.7% | Reduced |
| First Long Island Investors, LLC | 131,166 | $51.3M | 4.39% | +2,816+2.2% | Added |
| Daiwa Securities Group Inc. | 130,748 | $51.1M | 0.34% | +11,546+9.7% | Added |
| Jupiter Asset Management Ltd | 130,513 | $51.0M | 0.58% | −73,358−36.0% | Reduced |
| M&T Bank Corp | 130,118 | $50.8M | 0.23% | −901−0.7% | Reduced |
| Financial Counselors Inc | 129,837 | $50.7M | 1.09% | −4,765−3.5% | Reduced |
| Artemis Investment Management LLP | 129,597 | $50.6M | 0.40% | +5,963+4.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 129,022 | $50.4M | 2.79% | +1,347+1.1% | Added |
| Qube Research & Technologies Ltd | 127,622 | $49.9M | 0.63% | +2,573+2.1% | Added |
| Commerce Bank | 125,852 | $49.2M | 0.35% | +5,233+4.3% | Added |
| Colony Group LLC | 125,435 | $49.0M | 0.94% | +1,297+1.0% | Added |
| IFM Investors Pty Ltd | 125,405 | $49.0M | 1.01% | −447−0.4% | Reduced |
| Rhenman & Partners Asset Management AB | 125,000 | $48.8M | 3.43% | 00.0% | Unchanged |
| Norinchukin Bank, The | 122,942 | $48.0M | 0.67% | −20,160−14.1% | Reduced |
| Hardman Johnston Global Advisors LLC | 122,265 | $47.8M | 1.28% | +14,643+13.6% | Added |
| Great Lakes Advisors, LLC | 122,027 | $47.7M | 0.74% | −1,793−1.4% | Reduced |
| United Capital Financial Advisers, LLC | 121,702 | $47.6M | 0.24% | +26,797+28.2% | Added |
| Polaris Capital Management, LLC | 121,456 | $47.5M | 1.51% | −800−0.7% | Reduced |
| Redmile Group, LLC | 120,710 | $47.2M | 0.82% | +26,245+27.8% | Added |
| United Services Automobile Association | 120,526 | $47.1M | 0.82% | +19,578+19.4% | Added |
| Bartlett & Co. Wealth Management LLC | 119,906 | $46.9M | 0.89% | +901+0.8% | Added |
| Bartlett & Co. LLC | 119,906 | $46.9M | 0.89% | +901+0.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 118,163 | $46.2M | 0.54% | −5,076−4.1% | Reduced |
| Maryland Capital Management | 117,203 | $45.8M | 2.74% | +164+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 116,718 | $45.6M | 0.47% | +247+0.2% | Added |
| South Dakota Investment Council | 115,360 | $45.1M | 0.81% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 112,873 | $44.1M | 0.64% | −3,935−3.4% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 112,494 | $44.0M | 3.64% | −7,297−6.1% | Reduced |
| Private Advisor Group, LLC | 111,953 | $43.7M | 0.28% | +46,189+70.2% | Added |
| Bradley Foster & Sargent Inc | 111,728 | $43.7M | 1.03% | −147−0.1% | Reduced |
| FDx Advisors, Inc. | 111,500 | $43.6M | 1.39% | +5,273+5.0% | Added |
| Provident Investment Management, Inc. | 110,291 | $43.1M | 4.12% | +2,026+1.9% | Added |
| WestEnd Advisors, LLC | – | $42.9M | 1.29% | – | – |
| Veritas Investment Management (UK) Ltd | 109,541 | $42.8M | 7.03% | −998−0.9% | Reduced |
| Mercer Global Advisors Inc | 109,440 | $42.8M | 0.30% | +8,628+8.6% | Added |
| Bridges Investment Management Inc | 106,382 | $41.6M | 1.31% | −16,086−13.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 106,158 | $41.5M | 0.20% | +141+0.1% | Added |
| Brinker Capital Investments, LLC | 103,689 | $41.5M | 0.66% | −104−0.1% | Reduced |
| Premier Fund Managers Ltd | 103,000 | $41.2M | 1.34% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 105,521 | $41.2M | 0.11% | −909−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 104,346 | $40.8M | 0.70% | +7,820+8.1% | Added |
| Cullen/Frost Bankers, Inc. | 103,990 | $40.6M | 0.82% | −3,696−3.4% | Reduced |
| Penserra Capital Management LLC | 103,558 | $40.5M | 0.84% | +22,903+28.4% | Added |
| Montag & Caldwell, LLC | 103,516 | $40.4M | 3.73% | −784−0.8% | Reduced |
| ClariVest Asset Management LLC | 102,083 | $39.9M | 1.29% | −40,480−28.4% | Reduced |
| Pinnacle Financial Partners Inc | 101,068 | $39.5M | 1.39% | +16,984+20.2% | Added |
| Commerzbank Aktiengesellschaft | 101,017 | $39.5M | 2.36% | +11,701+13.1% | Added |
| Edgar Lomax Co | 100,718 | $39.4M | 2.52% | −2,132−2.1% | Reduced |
| Zacks Investment Management | 100,690 | $39.3M | 0.62% | −9,248−8.4% | Reduced |
| NS Partners Ltd | 100,101 | $39.1M | 1.99% | +160.0% | Added |
| Armistice Capital, LLC | 100,000 | $39.1M | 0.97% | 00.0% | Unchanged |
| Van Eck Associates Corp | 99,700 | $39.0M | 0.10% | +8,396+9.2% | Added |
| Kestra Advisory Services, LLC | 99,021 | $38.7M | 0.39% | +3,167+3.3% | Added |
| Covington Capital Management | 98,728 | $38.6M | 1.46% | +300+0.3% | Added |
| Creative Planning | 98,416 | $38.5M | 0.07% | +3,999+4.2% | Added |
| D. E. Shaw & Co., Inc. | 97,036 | $37.9M | 0.05% | −65,875−40.4% | Reduced |
| Captrust Financial Advisors | 97,035 | $37.9M | 0.32% | +14,113+17.0% | Added |
| Credential Qtrade Securities Inc. | 96,391 | $37.7M | 2.92% | +5,701+6.3% | Added |
| Douglas Lane & Associates, LLC | 96,131 | $37.6M | 0.54% | −1,362−1.4% | Reduced |
| MAI Capital Management | 95,528 | $37.3M | 0.73% | +1,125+1.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 95,358 | $37.3M | 5.08% | −8,748−8.4% | Reduced |
| Todd Asset Management LLC | 94,553 | $36.9M | 0.85% | −561−0.6% | Reduced |
| Governors Lane LP | 93,700 | $36.6M | 2.98% | −6,500−6.5% | Reduced |
| Cookson Peirce & Co Inc | 93,258 | $36.4M | 2.22% | +7,673+9.0% | Added |
| Hartford Investment Management Co | 93,067 | $36.4M | 1.00% | −11,300−10.8% | Reduced |
| Petrus Trust Company, LTA | 91,425 | $35.7M | 3.95% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 90,945 | $35.5M | 3.17% | +5,268+6.1% | Added |
| Varma Mutual Pension Insurance Co | 90,894 | $35.5M | 0.54% | +20,000+28.2% | Added |
| Campbell Newman Asset Management Inc | 90,634 | $35.4M | 3.62% | +123+0.1% | Added |
| Robeco Schweiz AG | 90,480 | $35.4M | 0.51% | +17,253+23.6% | Added |
| McKinley Capital Management LLC /Delaware | 90,132 | $35.2M | 3.31% | −29,407−24.6% | Reduced |
| Aureus Asset Management, LLC | 89,871 | $35.1M | 2.31% | +2,550+2.9% | Added |