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 |
|---|---|---|---|---|---|
| Banco Santander, S.A. | 89,072 | $34.8M | 0.19% | +4,767+5.7% | Added |
| Edmond de Rothschild Holding S.A. | 88,833 | $34.7M | 0.80% | +6,914+8.4% | Added |
| Vigilant Capital Management, LLC | 88,719 | $34.7M | 2.78% | +942+1.1% | Added |
| Worldquant Millennium Advisors LLC | 88,627 | $34.6M | 0.76% | −8,097−8.4% | Reduced |
| MML Investors Services, LLC | 88,605 | $34.6M | 0.28% | +4,758+5.7% | Added |
| Jane Street Group, LLC | 87,734 | $34.3M | 0.09% | −567,484−86.6% | Reduced |
| Pinebridge Investments, L.P. | 87,414 | $34.2M | 0.41% | +3,471+4.1% | Added |
| Nomura Holdings Inc | 86,083 | $34.0M | 0.26% | +64,005+289.9% | Added |
| Auxier Asset Management | 86,834 | $33.9M | 5.74% | −157−0.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 86,507 | $33.8M | 1.28% | −9,547−9.9% | Reduced |
| Moody National Bank Trust Division | 85,336 | $33.3M | 0.49% | −85−0.1% | Reduced |
| Bokf, NA | 84,500 | $33.0M | 0.57% | +84,500 | New |
| Ancora Advisors, LLC | 84,066 | $32.8M | 0.86% | +2,561+3.1% | Added |
| SP Asset Management | 72,389 | $32.8M | 3.43% | +3,521+5.1% | Added |
| Cornerstone Advisors, LLC | 84,000 | $32.8M | 1.90% | 00.0% | Unchanged |
| River Road Asset Management, LLC | 83,909 | $32.8M | 0.36% | +4,014+5.0% | Added |
| Eagle Ridge Investment Management | 83,708 | $32.7M | 3.64% | −180.0% | Reduced |
| Acadian Asset Management LLC | 83,401 | $32.6M | 0.12% | −66,944−44.5% | Reduced |
| People's United Financial, Inc. | 82,485 | $32.2M | 0.72% | −1,672−2.0% | Reduced |
| American National Insurance Co | 82,310 | $32.2M | 1.21% | −65−0.1% | Reduced |
| Minneapolis Portfolio Management Group, LLC | 81,918 | $32.0M | 3.58% | −25,199−23.5% | Reduced |
| Bowen Hanes & Co Inc | 81,885 | $32.0M | 0.98% | +68,960+533.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 81,875 | $32.0M | 0.42% | −1,995−2.4% | Reduced |
| Sit Investment Associates Inc | 81,551 | $31.9M | 0.82% | +3,080+3.9% | Added |
| Blue Pool Management Ltd. | 81,134 | $31.7M | 2.28% | 00.0% | Unchanged |
| PFS Investments Inc. | 68,269 | $31.6M | 0.65% | +2,616+4.0% | Added |
| Capital Advisors Inc | 80,643 | $31.5M | 0.94% | +4,990+6.6% | Added |
| Northwest & Ethical Investments L.P. | 80,451 | $31.4M | 1.02% | −2,846−3.4% | Reduced |
| Securian Asset Management, Inc | 80,345 | $31.4M | 0.65% | −863−1.1% | Reduced |
| Chilton Investment Co LLC | 80,042 | $31.3M | 0.77% | +25,072+45.6% | Added |
| Xponance, Inc. | 79,768 | $31.2M | 0.59% | −4,726−5.6% | Reduced |
| Wesbanco Bank Inc | 79,570 | $31.1M | 1.19% | −1,363−1.7% | Reduced |
| Hantz Financial Services, Inc. | 79,550 | $31.1M | 1.02% | +8,006+11.2% | Added |
| Central Trust Co | 79,393 | $31.0M | 1.11% | −702−0.9% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 79,130 | $30.9M | 1.58% | −23,238−22.7% | Reduced |
| Renaissance Group LLC | 78,869 | $30.8M | 1.33% | −482−0.6% | Reduced |
| Whittier Trust Co | 78,685 | $30.7M | 0.56% | +1,690+2.2% | Added |
| Jefferies Group LLC | 78,115 | $30.5M | 0.73% | +63,475+433.6% | Added |
| Chilton Capital Management LLC | 77,380 | $30.2M | 1.72% | +1,256+1.6% | Added |
| TPI Fund Managers Ltd | 76,721 | $30.0M | 4.05% | +9,473+14.1% | Added |
| Flputnam Investment Management Co | 76,420 | $29.9M | 1.01% | +2,270+3.1% | Added |
| Chartwell Investment Partners, LLC | 76,027 | $29.7M | 0.92% | +16,363+27.4% | Added |
| Stephens Inc | 75,706 | $29.6M | 0.46% | −4,996−6.2% | Reduced |
| Pictet North America Advisors SA | 75,395 | $29.5M | 2.91% | +215+0.3% | Added |
| Achmea Investment Management B.V. | 75,225 | $29.4M | 0.89% | −2,140−2.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 74,439 | $29.1M | 0.59% | +54,414+271.7% | Added |
| Maryland State Retirement & Pension System | 71,764 | $28.7M | 0.81% | +481+0.7% | Added |
| Bailard, Inc. | 73,007 | $28.5M | 0.97% | +1,144+1.6% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 72,941 | $28.5M | 0.41% | +2,918+4.2% | Added |
| Galvin, Gaustad & Stein, LLC | 72,889 | $28.5M | 2.75% | +9,469+14.9% | Added |
| MUFG Americas Holdings Corp | 72,722 | $28.4M | 0.54% | +3,189+4.6% | Added |
| Raub Brock Capital Management LP | 71,518 | $27.9M | 4.25% | −1,286−1.8% | Reduced |
| Woodline Partners LP | 70,971 | $27.7M | 0.46% | +47,957+208.4% | Added |
| Synovus Financial Corp | 70,607 | $27.6M | 0.29% | −1,864−2.6% | Reduced |
| Eastern Bank | 70,415 | $27.5M | 1.33% | +242+0.3% | Added |
| Fulton Breakefield Broenniman LLC | 70,273 | $27.5M | 2.35% | −534−0.8% | Reduced |
| Capstone Investment Advisors, LLC | 70,257 | $27.5M | 0.49% | +68,980+5,401.7% | Added |
| Smith Chas P & Associates Pa Cpas | 69,760 | $27.3M | 2.04% | +2,512+3.7% | Added |
| Cumberland Partners Ltd | 69,555 | $27.2M | 2.23% | −2,054−2.9% | Reduced |
| RMB Capital Management, LLC | 68,972 | $26.9M | 0.88% | +1,567+2.3% | Added |
| Atria Investments LLC | 68,652 | $26.8M | 0.48% | +5,774+9.2% | Added |
| Heritage Investors Management Corp | 68,471 | $26.8M | 1.12% | −562−0.8% | Reduced |
| Tdam USA Inc. | 68,271 | $26.7M | 1.76% | +996+1.5% | Added |
| Ashfield Capital Partners, LLC | 68,092 | $26.6M | 1.89% | +209+0.3% | Added |
| Raymond James Trust N.A. | 68,054 | $26.6M | 0.89% | +1,485+2.2% | Added |
| Fiduciary Trust Co | 67,987 | $26.6M | 0.47% | +226+0.3% | Added |
| Locust Wood Capital Advisers, LLC | 67,629 | $26.4M | 1.67% | +1,529+2.3% | Added |
| Systematic Alpha Investments, LLC | 57,323 | $26.4M | 1.16% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 67,495 | $26.4M | 0.12% | +3,033+4.7% | Added |
| Braun Stacey Associates Inc | 67,014 | $26.2M | 1.05% | −1,594−2.3% | Reduced |
| Community Trust & Investment Co | 66,814 | $26.1M | 2.18% | +1,066+1.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 67,318 | $26.1M | 1.62% | −5,555−7.6% | Reduced |
| Regentatlantic Capital LLC | 66,414 | $26.0M | 0.79% | +1,374+2.1% | Added |
| Cerity Partners LLC | 66,289 | $25.9M | 0.57% | +762+1.2% | Added |
| Lido Advisors, LLC | 64,382 | $25.8M | 0.58% | −1,381−2.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 65,875 | $25.7M | 0.47% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 65,718 | $25.7M | 0.83% | −618−0.9% | Reduced |
| Burney Co | 65,685 | $25.7M | 1.20% | −1,133−1.7% | Reduced |
| Columbus Hill Capital Management, L.P. | 65,648 | $25.7M | 3.36% | 00.0% | Unchanged |
| Bowie Capital Management, LLC | 65,617 | $25.6M | 3.37% | +417+0.6% | Added |
| AE Wealth Management LLC | 65,518 | $25.6M | 0.21% | +2,923+4.7% | Added |
| NFJ Investment Group, LLC | 65,491 | $25.6M | 0.50% | +416+0.6% | Added |
| Associated Banc-Corp | 65,366 | $25.5M | 1.01% | +188+0.3% | Added |
| Davis R M Inc | 65,219 | $25.5M | 0.63% | +157+0.2% | Added |
| Roosevelt Investment Group LLC | 64,320 | $25.1M | 1.56% | −1,420−2.2% | Reduced |
| Coronation Fund Managers Ltd. | 63,482 | $24.8M | 0.93% | −1,578−2.4% | Reduced |
| Sabal Trust CO | 63,051 | $24.6M | 1.76% | +823+1.3% | Added |
| Act Two Investors LLC | 62,082 | $24.3M | 5.76% | −15,304−19.8% | Reduced |
| New Mexico Educational Retirement Board | 61,720 | $24.1M | 0.84% | −1,300−2.1% | Reduced |
| Rockland Trust Co | 61,688 | $24.1M | 1.68% | +1,325+2.2% | Added |
| Williams Jones Wealth Management, LLC. | 61,465 | $24.0M | 0.34% | +717+1.2% | Added |
| Shell Asset Management Co | 61,303 | $24.0M | 0.54% | +1,526+2.6% | Added |
| Farmers & Merchants Investments Inc | 61,072 | $23.9M | 1.01% | +3,205+5.5% | Added |
| Meristem Family Wealth, LLC | 59,836 | $23.4M | 2.25% | +54,091+941.5% | Added |
| Cetera Advisor Networks LLC | 59,744 | $23.3M | 0.32% | +5,783+10.7% | Added |
| Heritage Wealth Advisors | 59,240 | $23.1M | 1.42% | +1,841+3.2% | Added |
| Louisiana State Employees Retirement System | 58,700 | $22.9M | 0.55% | −100−0.2% | Reduced |
| Ziegler Capital Management, LLC | 58,620 | $22.9M | 0.83% | +13,023+28.6% | Added |
| Boston Private Wealth LLC | 58,583 | $22.9M | 0.29% | +1,463+2.6% | Added |
| First Foundation Advisors | 58,111 | $22.7M | 0.85% | +2,607+4.7% | Added |