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, 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
- +380 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
- 90
- 965 more reduced
44 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 | 3,395 | $325.1B |
| Q1 2026 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Systematic Alpha Investments, LLC | 57,323 | $28.8M | 1.34% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 57,323 | $28.8M | 3.14% | +4,762+9.1% | Added |
| New Mexico Educational Retirement Board | 57,620 | $28.9M | 0.97% | −4,100−6.6% | Reduced |
| Louisiana State Employees Retirement System | 59,000 | $29.6M | 0.65% | +300+0.5% | Added |
| Vestor Capital, LLC | 59,020 | $29.6M | 2.83% | +28,006+90.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 59,259 | $29.8M | 1.10% | −27,248−31.5% | Reduced |
| First National Trust Co | 59,533 | $29.9M | 1.57% | +3,291+5.9% | Added |
| Iron Triangle Partners LP | 60,000 | $30.1M | 4.20% | +60,000 | New |
| Meristem Family Wealth, LLC | 60,235 | $30.2M | 2.59% | +399+0.7% | Added |
| Spire Wealth Management | 60,342 | $30.5M | 0.68% | +7,726+14.7% | Added |
| Williams Jones Wealth Management, LLC. | 61,270 | $30.8M | 0.38% | −195−0.3% | Reduced |
| TownSquare Capital, LLC | 61,458 | $30.9M | 0.77% | +5,395+9.6% | Added |
| Cetera Advisor Networks LLC | 61,464 | $30.9M | 0.38% | +1,720+2.9% | Added |
| Artisan Partners Limited Partnership | 61,485 | $30.9M | 0.04% | +61,485 | New |
| Rockland Trust Co | 61,576 | $30.9M | 1.97% | −112−0.2% | Reduced |
| NFJ Investment Group, LLC | 61,994 | $31.1M | 0.57% | −3,497−5.3% | Reduced |
| Farmers & Merchants Investments Inc | 62,330 | $31.3M | 1.17% | +1,258+2.1% | Added |
| Sabal Trust CO | 62,578 | $31.4M | 2.00% | −473−0.8% | Reduced |
| PFS Investments Inc. | 62,699 | $31.5M | 0.61% | −5,570−8.2% | Reduced |
| Heritage Wealth Advisors | 62,859 | $31.6M | 1.73% | +3,619+6.1% | Added |
| Burney Co | 64,349 | $32.3M | 1.39% | −1,336−2.0% | Reduced |
| Davis R M Inc | 64,416 | $32.3M | 0.72% | −803−1.2% | Reduced |
| Lido Advisors, LLC | 64,426 | $32.4M | 0.62% | +44+0.1% | Added |
| Roosevelt Investment Group LLC | 64,782 | $32.5M | 1.80% | +462+0.7% | Added |
| Associated Banc-Corp | 64,999 | $32.6M | 1.20% | −367−0.6% | Reduced |
| AltraVue Capital, LLC | 65,960 | $33.1M | 4.38% | +13,070+24.7% | Added |
| Synovus Financial Corp | 66,168 | $33.3M | 0.33% | −4,439−6.3% | Reduced |
| Coronation Fund Managers Ltd. | 66,453 | $33.4M | 1.22% | +2,971+4.7% | Added |
| Regentatlantic Capital LLC | 66,602 | $33.4M | 0.93% | +188+0.3% | Added |
| Community Trust & Investment Co | 66,703 | $33.5M | 2.59% | −111−0.2% | Reduced |
| Ashfield Capital Partners, LLC | 66,726 | $33.5M | 2.15% | −1,366−2.0% | Reduced |
| Shell Asset Management Co | 67,036 | $33.7M | 0.69% | +5,733+9.4% | Added |
| Raymond James Trust N.A. | 67,194 | $33.7M | 1.00% | −860−1.3% | Reduced |
| Heritage Investors Management Corp | 67,347 | $33.8M | 1.31% | −1,124−1.6% | Reduced |
| Woodline Partners LP | 67,398 | $33.8M | 0.50% | −3,573−5.0% | Reduced |
| Fiduciary Trust Co | 67,598 | $33.9M | 0.56% | −389−0.6% | Reduced |
| Cornerstone Investment Partners, LLC | 68,246 | $34.3M | 1.90% | +68,246 | New |
| SG Americas Securities, LLC | 68,697 | $34.5M | 0.23% | +42,813+165.4% | Added |
| RMB Capital Management, LLC | 68,961 | $34.6M | 1.04% | −110.0% | Reduced |
| Bowie Capital Management, LLC | 69,755 | $35.0M | 4.05% | +4,138+6.3% | Added |
| Braun Stacey Associates Inc | 70,186 | $35.2M | 1.29% | +3,172+4.7% | Added |
| Smith Chas P & Associates Pa Cpas | 70,375 | $35.3M | 2.41% | +615+0.9% | Added |
| Fulton Breakefield Broenniman LLC | 70,562 | $35.4M | 2.62% | +289+0.4% | Added |
| Elo Mutual Pension Insurance Co | 70,964 | $35.6M | 0.98% | +5,246+8.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 70,841 | $35.7M | 0.46% | +70,841 | New |
| SP Asset Management | 76,566 | $35.9M | 3.59% | +4,177+5.8% | Added |
| Cumberland Partners Ltd | 71,704 | $36.0M | 2.53% | +2,149+3.1% | Added |
| Eastern Bank | 72,048 | $36.2M | 1.58% | +1,633+2.3% | Added |
| River Road Asset Management, LLC | 72,049 | $36.2M | 0.39% | −11,860−14.1% | Reduced |
| Maryland State Retirement & Pension System | 72,064 | $36.2M | 0.95% | +300+0.4% | Added |
| Allstate Corp | 72,076 | $36.2M | 0.69% | +41,302+134.2% | Added |
| Wealthfront Advisers LLC | 72,263 | $36.3M | 0.15% | +4,768+7.1% | Added |
| Chartwell Investment Partners, LLC | 72,266 | $36.3M | 1.06% | −3,761−4.9% | Reduced |
| Tower Research Capital LLC (TRC) | 72,968 | $36.6M | 0.63% | +32,528+80.4% | Added |
| Nomura Holdings Inc | 74,153 | $36.7M | 0.21% | −11,930−13.9% | Reduced |
| Bailard, Inc. | 73,556 | $36.9M | 1.18% | +549+0.8% | Added |
| Atria Investments LLC | 73,694 | $37.0M | 0.66% | +5,042+7.3% | Added |
| MUFG Americas Holdings Corp | 74,122 | $37.2M | 0.70% | +1,400+1.9% | Added |
| People's United Financial, Inc. | 74,433 | $37.4M | 0.90% | −8,052−9.8% | Reduced |
| Stephens Inc | 74,486 | $37.4M | 0.57% | −1,220−1.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 74,631 | $37.5M | 3.24% | +1,742+2.4% | Added |
| Ossiam | 74,968 | $37.6M | 0.99% | +24,982+50.0% | Added |
| Cerity Partners LLC | 8,926 | $37.7M | 0.57% | −57,363−86.5% | Reduced |
| Pictet North America Advisors SA | 75,717 | $38.0M | 3.74% | +322+0.4% | Added |
| Renaissance Group LLC | 76,024 | $38.2M | 1.55% | −2,845−3.6% | Reduced |
| Flputnam Investment Management Co | 76,743 | $38.5M | 1.18% | +323+0.4% | Added |
| AE Wealth Management LLC | 76,761 | $38.5M | 0.27% | +11,243+17.2% | Added |
| Chilton Capital Management LLC | 76,978 | $38.7M | 1.97% | −402−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 77,089 | $38.7M | 0.69% | +2,650+3.6% | Added |
| TPI Fund Managers Ltd | 77,189 | $38.8M | 4.77% | +468+0.6% | Added |
| Sit Investment Associates Inc | 77,929 | $39.1M | 0.92% | −3,622−4.4% | Reduced |
| Locust Wood Capital Advisers, LLC | 78,016 | $39.2M | 2.21% | +10,387+15.4% | Added |
| Gradient Investments LLC | 78,401 | $39.4M | 1.00% | +32,482+70.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 78,662 | $39.5M | 0.51% | −3,213−3.9% | Reduced |
| First Foundation Advisors | 78,681 | $39.5M | 1.36% | +20,570+35.4% | Added |
| Private Advisor Group, LLC | 78,813 | $39.6M | 0.30% | −33,140−29.6% | Reduced |
| Central Trust Co | 79,250 | $39.8M | 1.12% | −143−0.2% | Reduced |
| Securian Asset Management, Inc | 79,343 | $39.8M | 0.74% | −1,002−1.2% | Reduced |
| Jefferies Group LLC | 80,070 | $40.2M | 0.75% | +1,955+2.5% | Added |
| Wesbanco Bank Inc | 80,098 | $40.2M | 1.45% | +528+0.7% | Added |
| Minneapolis Portfolio Management Group, LLC | 80,442 | $40.4M | 4.30% | −1,476−1.8% | Reduced |
| Whittier Trust Co | 80,560 | $40.5M | 0.66% | +1,875+2.4% | Added |
| Acadian Asset Management LLC | 80,774 | $40.5M | 0.15% | −2,627−3.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 81,123 | $40.7M | 2.60% | +13,805+20.5% | Added |
| Governors Lane LP | 81,600 | $41.0M | 2.96% | −12,100−12.9% | Reduced |
| Eagle Ridge Investment Management | 82,453 | $41.4M | 4.33% | −1,255−1.5% | Reduced |
| Capital Advisors Inc | 82,597 | $41.5M | 1.11% | +1,954+2.4% | Added |
| Xponance, Inc. | 83,964 | $42.2M | 0.66% | +4,196+5.3% | Added |
| Cornerstone Advisors, LLC | 84,000 | $42.2M | 2.29% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 84,438 | $42.4M | 1.22% | +4,888+6.1% | Added |
| McKinley Capital Management LLC /Delaware | 85,549 | $43.0M | 3.84% | −4,583−5.1% | Reduced |
| Auxier Asset Management | 86,645 | $43.5M | 6.75% | −189−0.2% | Reduced |
| Bowen Hanes & Co Inc | 86,835 | $43.6M | 1.23% | +4,950+6.0% | Added |
| Bokf, NA | 87,046 | $43.7M | 0.68% | +2,546+3.0% | Added |
| Ancora Advisors, LLC | 87,489 | $43.9M | 1.05% | +3,423+4.1% | Added |
| Campbell Newman Asset Management Inc | 88,752 | $44.6M | 3.97% | −1,882−2.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 89,088 | $44.7M | 0.97% | +255+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 89,190 | $44.8M | 3.54% | −1,755−1.9% | Reduced |
| Vigilant Capital Management, LLC | 89,294 | $44.8M | 3.14% | +575+0.6% | Added |
| Todd Asset Management LLC | 90,027 | $45.2M | 0.97% | −4,526−4.8% | Reduced |