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; 3,394 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, Q4 2021
Institutional positions in UnitedHealth Group Inc as of Dec 31, 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
- 2,909
- +381 vs. Q3 2021
- Shares held
- 825.6M
- +3.55M (+0.4%) vs. Q3 2021
- Total value
- $413.9B
- +$92.7B (+28.9%) vs. Q3 2021
- New holders
- 470
- 1,156 more added
- Sold out
- 89
- 965 more reduced
45 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 3,394 | $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, Q4 2021
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 79,483,862 | $39.9B | 0.91% | +315,811+0.4% | Added |
| BlackRock Inc. | 69,259,425 | $34.8B | 0.89% | −447,120−0.6% | Reduced |
| FMR LLC | 48,023,932 | $24.1B | 1.78% | −75,338−0.2% | Reduced |
| State Street Corp | 45,559,868 | $22.9B | 1.08% | +869,827+1.9% | Added |
| Price T Rowe Associates Inc | 34,428,521 | $17.3B | 1.56% | −827,374−2.3% | Reduced |
| Capital World Investors | 33,870,309 | $17.0B | 2.69% | −398,100−1.2% | Reduced |
| Wellington Management Group LLP | 29,036,147 | $14.6B | 2.33% | −980,289−3.3% | Reduced |
| Capital International Investors | 19,342,468 | $9.71B | 2.05% | +790,219+4.3% | Added |
| Capital Research Global Investors | 17,791,353 | $8.93B | 1.97% | −234,019−1.3% | Reduced |
| JPMorgan Chase & Co | 15,815,496 | $7.94B | 0.98% | +748,575+5.0% | Added |
| Geode Capital Management, LLC | 15,618,069 | $7.82B | 0.94% | +189,864+1.2% | Added |
| Royal Bank of Canada | 11,945,458 | $6.00B | 1.46% | +1,673,482+16.3% | Added |
| Alliancebernstein L.P. | 11,015,163 | $5.53B | 1.96% | +257,910+2.4% | Added |
| Northern Trust Corp | 10,743,092 | $5.39B | 0.88% | −181,865−1.7% | Reduced |
| Bank of America Corp | 10,357,274 | $5.20B | 0.56% | +261,619+2.6% | Added |
| Bank of New York Mellon Corp | 9,234,021 | $4.64B | 0.84% | −518,472−5.3% | Reduced |
| Clearbridge Investments, LLC | 9,182,965 | $4.61B | 3.14% | −348,328−3.7% | Reduced |
| Morgan Stanley | 9,029,133 | $4.53B | 0.56% | +193,530+2.2% | Added |
| Norges Bank | 8,918,201 | $4.48B | 0.92% | −297,713−3.2% | Reduced |
| Wells Fargo & Company | 7,597,591 | $3.82B | 0.99% | +127,203+1.7% | Added |
| Sanders Capital, LLC | 6,918,423 | $3.47B | 7.09% | +135,189+2.0% | Added |
| Janus Henderson Group PLC | 6,343,583 | $3.19B | 1.33% | +1,262,424+24.8% | Added |
| Legal & General Group Plc | 6,335,522 | $3.18B | 0.96% | −136,278−2.1% | Reduced |
| Nuveen Asset Management, LLC | 6,241,563 | $3.13B | 0.93% | −149,224−2.3% | Reduced |
| UBS Asset Management Americas Inc | 5,486,331 | $2.75B | 1.05% | −246,965−4.3% | Reduced |
| Charles Schwab Investment Management Inc | 5,014,907 | $2.52B | 0.74% | +63,192+1.3% | Added |
| Franklin Resources Inc | 4,760,823 | $2.39B | 0.86% | +130,428+2.8% | Added |
| Invesco Ltd. | 4,689,771 | $2.35B | 0.57% | +125,115+2.7% | Added |
| Dodge & Cox | 4,274,705 | $2.15B | 1.33% | −135,820−3.1% | Reduced |
| Parametric Portfolio Associates LLC | 4,101,481 | $2.06B | 1.05% | +81,653+2.0% | Added |
| Polen Capital Management LLC | 3,877,447 | $1.95B | 3.27% | +70,473+1.9% | Added |
| GQG Partners LLC | 3,851,357 | $1.93B | 4.79% | +224,293+6.2% | Added |
| Ameriprise Financial Inc | 3,716,599 | $1.85B | 0.51% | +468,958+14.4% | Added |
| Goldman Sachs Group Inc | 3,632,864 | $1.82B | 0.44% | −176,775−4.6% | Reduced |
| Swiss National Bank | 3,584,126 | $1.80B | 1.08% | −147,300−3.9% | Reduced |
| Barclays PLC | 3,481,876 | $1.75B | 1.07% | +216,364+6.6% | Added |
| American Century Companies Inc | 3,426,681 | $1.72B | 1.09% | −138,160−3.9% | Reduced |
| Deutsche Bank AG | 3,422,701 | $1.72B | 0.77% | −582,277−14.5% | Reduced |
| Canada Pension Plan Investment Board | 3,226,185 | $1.62B | 1.72% | −554,288−14.7% | Reduced |
| Manufacturers Life Insurance Company, The | 3,123,156 | $1.57B | 0.96% | −499,235−13.8% | Reduced |
| Dimensional Fund Advisors LP | 3,113,306 | $1.56B | 0.47% | −196,214−5.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,065,988 | $1.54B | 0.94% | −134,032−4.2% | Reduced |
| UBS Group AG | 3,060,419 | $1.54B | 0.60% | +233,958+8.3% | Added |
| Eagle Capital Management LLC | 3,008,502 | $1.51B | 4.51% | −76,328−2.5% | Reduced |
| TD Asset Management Inc | 2,747,623 | $1.38B | 1.16% | +475,540+20.9% | Added |
| Schroder Investment Management Group | 2,690,451 | $1.35B | 1.84% | +424,168+18.7% | Added |
| Credit Suisse AG | 2,609,419 | $1.31B | 1.05% | −58,879−2.2% | Reduced |
| Allianz Asset Management GmbH | 2,475,534 | $1.24B | 0.90% | −14,253−0.6% | Reduced |
| New York State Common Retirement Fund | 2,319,267 | $1.16B | 1.17% | −97,709−4.0% | Reduced |
| Fiera Capital Corp | 2,306,658 | $1.16B | 2.72% | −39,922−1.7% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,296,087 | $1.15B | 4.72% | −709,903−23.6% | Reduced |
| Brown Advisory Inc | 2,288,448 | $1.15B | 1.42% | +181,371+8.6% | Added |
| Jennison Associates LLC | 2,186,999 | $1.10B | 0.70% | +329,388+17.7% | Added |
| Eaton Vance Management | 2,182,821 | $1.10B | 1.34% | −129,459−5.6% | Reduced |
| 1832 Asset Management L.P. | 2,061,020 | $1.05B | 1.86% | +546,549+36.1% | Added |
| Bank of Montreal | 2,071,241 | $1.05B | 0.56% | −185,013−8.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,037,396 | $1.03B | 1.48% | +592,614+41.0% | Added |
| California Public Employees Retirement System | 2,034,866 | $1.02B | 0.68% | −79,801−3.8% | Reduced |
| Egerton Capital (UK) LLP | 2,027,925 | $1.02B | 4.75% | −42,950−2.1% | Reduced |
| Stifel Financial Corp | 1,961,308 | $984.9M | 1.30% | +59,576+3.1% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 1,870,694 | $939.4M | 8.02% | −30,777−1.6% | Reduced |
| Bessemer Group Inc | 1,839,233 | $923.5M | 1.85% | +30,961+1.7% | Added |
| Orbis Allan Gray Ltd | 1,830,414 | $919.1M | 6.80% | −55,751−3.0% | Reduced |
| Raymond James & Associates | 1,826,103 | $917.0M | 0.74% | +33,081+1.8% | Added |
| Nordea Investment Management AB | 1,795,896 | $905.7M | 1.08% | −15,764−0.9% | Reduced |
| Longview Partners (Guernsey) LTD | 1,773,802 | $890.7M | 5.69% | −122,362−6.5% | Reduced |
| Amundi | 1,899,921 | $888.1M | 0.56% | −2,644−0.1% | Reduced |
| Vontobel Asset Management Inc | 1,678,504 | $882.8M | 5.19% | −232,237−12.2% | Reduced |
| Veritas Asset Management LLP | 1,749,786 | $878.6M | 4.93% | −674,800−27.8% | Reduced |
| California State Teachers Retirement System | 1,737,521 | $872.5M | 1.02% | +9,563+0.6% | Added |
| Citigroup Inc | 1,723,450 | $865.4M | 0.78% | −162,892−8.6% | Reduced |
| Boston Partners | 1,692,760 | $849.0M | 1.02% | −85,524−4.8% | Reduced |
| Macquarie Group Ltd | 1,632,094 | $819.5M | 0.68% | +50,534+3.2% | Added |
| Principal Financial Group Inc | 1,620,282 | $813.2M | 0.49% | −30,082−1.8% | Reduced |
| First Manhattan Co | 1,601,777 | $804.3M | 2.65% | +38,924+2.5% | Added |
| FIL Ltd | 1,571,033 | $788.9M | 0.81% | +259,220+19.8% | Added |
| Ensign Peak Advisors, Inc | 1,561,580 | $784.1M | 1.50% | +171,950+12.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,530,765 | $768.7M | 3.69% | −15,541−1.0% | Reduced |
| Ninety One UK Ltd | 1,516,472 | $761.5M | 1.81% | +99,722+7.0% | Added |
| Swedbank AB | 1,470,973 | $742.0M | 1.26% | −6,894−0.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,451,434 | $728.8M | 1.51% | +10,305+0.7% | Added |
| Guardcap Asset Management Ltd | 1,447,227 | $726.7M | 9.03% | +12,685+0.9% | Added |
| Rhumbline Advisers | 1,421,901 | $714.0M | 0.88% | +16,378+1.2% | Added |
| Prudential Financial Inc | 1,399,674 | $702.2M | 0.87% | −101,747−6.8% | Reduced |
| Fisher Asset Management, LLC | 1,392,898 | $699.4M | 0.39% | −1,554,434−52.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,387,791 | $696.9M | 0.58% | +43,206+3.2% | Added |
| Ontario Teachers Pension Plan Board | 1,345,243 | $675.5M | 8.09% | +537,571+66.6% | Added |
| HSBC Holdings PLC | 1,329,162 | $670.2M | 0.71% | −87,078−6.1% | Reduced |
| Sustainable Growth Advisers, LP | 1,274,283 | $639.9M | 3.27% | −165,506−11.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,266,080 | $635.7M | 2.01% | −8,580−0.7% | Reduced |
| Jensen Investment Management Inc | 1,262,066 | $633.7M | 4.45% | −8,100−0.6% | Reduced |
| Neuberger Berman Group LLC | 1,257,545 | $621.0M | 0.49% | +161,606+14.7% | Added |
| Russell Investments Group, Ltd. | 1,227,445 | $616.5M | 0.99% | −10,651−0.9% | Reduced |
| Provident Trust Co | 1,223,229 | $614.2M | 10.95% | +19,691+1.6% | Added |
| Toronto Dominion Bank | 1,544,515 | $611.9M | 0.82% | +298,391+23.9% | Added |
| Envestnet Asset Management Inc | 1,206,956 | $606.1M | 0.30% | +30,696+2.6% | Added |
| Lord, Abbett & Co. LLC | 1,195,688 | $600.4M | 1.37% | +351,157+41.6% | Added |
| Putnam Investments LLC | 1,179,132 | $592.1M | 0.85% | +113,830+10.7% | Added |
| National Pension Service | 1,136,996 | $570.9M | 1.00% | −24,871−2.1% | Reduced |
| KBC Group NV | 1,136,216 | $570.5M | 1.88% | +143,974+14.5% | Added |