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 |
|---|---|---|---|---|---|
| Samlyn Capital, LLC | 90,604 | $45.5M | 0.70% | −51,263−36.1% | Reduced |
| Petrus Trust Company, LTA | 91,425 | $45.9M | 5.36% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 91,520 | $46.0M | 2.84% | +1,649+1.8% | Added |
| Montag & Caldwell, LLC | 91,996 | $46.2M | 4.46% | −11,520−11.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 91,866 | $46.5M | 3.30% | +91,866 | New |
| Asahi Life Asset Management Co., Ltd. | 93,261 | $46.8M | 5.93% | −2,097−2.2% | Reduced |
| Northwest & Ethical Investments L.P. | 93,328 | $46.9M | 1.38% | +12,877+16.0% | Added |
| Brinker Capital Investments, LLC | 94,411 | $47.4M | 0.69% | −9,278−8.9% | Reduced |
| MML Investors Services, LLC | 94,758 | $47.6M | 0.34% | +6,153+6.9% | Added |
| Douglas Lane & Associates, LLC | 94,967 | $47.7M | 0.63% | −1,164−1.2% | Reduced |
| Banco Santander, S.A. | 95,487 | $47.9M | 0.26% | +6,415+7.2% | Added |
| Cookson Peirce & Co Inc | 95,651 | $48.0M | 2.67% | +2,393+2.6% | Added |
| Van Eck Associates Corp | 96,608 | $48.5M | 0.11% | −3,092−3.1% | Reduced |
| Covington Capital Management | 97,653 | $49.0M | 1.69% | −1,075−1.1% | Reduced |
| Kestra Advisory Services, LLC | 98,887 | $49.7M | 0.50% | −134−0.1% | Reduced |
| NS Partners Ltd | 98,960 | $49.7M | 2.33% | −1,141−1.1% | Reduced |
| Veritas Investment Management (UK) Ltd | 99,122 | $49.8M | 7.68% | −10,419−9.5% | Reduced |
| ClariVest Asset Management LLC | 99,483 | $50.0M | 1.54% | −2,600−2.5% | Reduced |
| Edgar Lomax Co | 99,758 | $50.1M | 3.00% | −960−1.0% | Reduced |
| Worldquant Millennium Advisors LLC | 100,038 | $50.2M | 1.00% | +11,411+12.9% | Added |
| Kiwi Wealth Investments Limited Partnership | 100,859 | $50.6M | 2.40% | +21,729+27.5% | Added |
| Creative Planning | 100,864 | $50.6M | 0.08% | +2,448+2.5% | Added |
| Cullen/Frost Bankers, Inc. | 100,942 | $50.7M | 0.96% | −3,048−2.9% | Reduced |
| Credential Qtrade Securities Inc. | 101,109 | $50.8M | 3.43% | +4,718+4.9% | Added |
| MAI Capital Management | 101,156 | $50.8M | 0.83% | +5,628+5.9% | Added |
| Hartford Investment Management Co | 101,254 | $50.8M | 1.17% | +8,187+8.8% | Added |
| First Eagle Investment Management, LLC | 101,264 | $50.8M | 0.13% | −4,257−4.0% | Reduced |
| Commerzbank Aktiengesellschaft | 101,392 | $50.9M | 2.89% | +375+0.4% | Added |
| Zacks Investment Management | 102,642 | $51.5M | 0.72% | +1,952+1.9% | Added |
| Premier Fund Managers Ltd | 103,000 | $52.0M | 1.67% | 00.0% | Unchanged |
| Redmile Group, LLC | 104,488 | $52.5M | 1.19% | −16,222−13.4% | Reduced |
| Chilton Investment Co LLC | 104,763 | $52.6M | 1.11% | +24,721+30.9% | Added |
| Robeco Schweiz AG | 105,688 | $53.1M | 0.69% | +15,208+16.8% | Added |
| Captrust Financial Advisors | 105,764 | $53.1M | 0.36% | +8,729+9.0% | Added |
| Varma Mutual Pension Insurance Co | 105,894 | $53.2M | 0.77% | +15,000+16.5% | Added |
| Bridges Investment Management Inc | 107,659 | $54.1M | 1.58% | +1,277+1.2% | Added |
| South Dakota Investment Council | 108,660 | $54.6M | 0.91% | −6,700−5.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 109,460 | $55.0M | 0.25% | +3,302+3.1% | Added |
| Metropolitan Life Insurance Co | 109,858 | $55.2M | 0.75% | −3,015−2.7% | Reduced |
| Border to Coast Pensions Partnership Ltd | 110,021 | $55.2M | 1.86% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 110,214 | $55.3M | 4.99% | −77−0.1% | Reduced |
| WestEnd Advisors, LLC | 110,276 | $55.4M | 1.51% | – | – |
| PFM Health Sciences, LP | 111,554 | $56.0M | 1.95% | −33,741−23.2% | Reduced |
| Alyeska Investment Group, L.P. | 112,000 | $56.2M | 0.65% | +112,000 | New |
| Douglass Winthrop Advisors, LLC | 112,841 | $56.7M | 1.27% | +99,698+758.6% | Added |
| Steward Partners Investment Advisory, LLC | 113,373 | $56.9M | 0.87% | +9,027+8.7% | Added |
| GWM Advisors LLC | 113,900 | $57.2M | 0.86% | +76,875+207.6% | Added |
| Jane Street Group, LLC | 114,979 | $57.7M | 0.11% | +27,245+31.1% | Added |
| Pinnacle Financial Partners Inc | 115,437 | $58.0M | 1.81% | +14,369+14.2% | Added |
| Mercer Global Advisors Inc | 116,420 | $58.5M | 0.36% | +6,980+6.4% | Added |
| Maryland Capital Management | 117,673 | $59.1M | 3.19% | +470+0.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 117,839 | $59.2M | 4.12% | +5,345+4.8% | Added |
| Polaris Capital Management, LLC | 118,056 | $59.3M | 1.91% | −3,400−2.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 118,219 | $59.4M | 0.62% | +560.0% | Added |
| FDx Advisors, Inc. | 118,601 | $59.6M | 1.65% | +7,101+6.4% | Added |
| Citadel Advisors LLC | 118,942 | $59.7M | 0.06% | −249,409−67.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 119,396 | $60.0M | 0.59% | +2,678+2.3% | Added |
| Bradley Foster & Sargent Inc | 119,597 | $60.1M | 1.25% | +7,869+7.0% | Added |
| Norinchukin Bank, The | 119,660 | $60.1M | 0.76% | −3,282−2.7% | Reduced |
| United Services Automobile Association | 119,773 | $60.1M | 1.01% | −753−0.6% | Reduced |
| BNP Paribas Arbitrage, SA | 120,005 | $60.3M | 0.14% | −291,978−70.9% | Reduced |
| Rhenman & Partners Asset Management AB | 120,000 | $60.5M | 4.03% | −5,000−4.0% | Reduced |
| Avalon Investment & Advisory | 120,952 | $60.7M | 1.50% | −10,308−7.9% | Reduced |
| Avidity Partners Management LP | 123,100 | $61.8M | 1.31% | +123,100 | New |
| United Capital Financial Advisers, LLC | 123,331 | $61.9M | 0.29% | +1,629+1.3% | Added |
| Bartlett & Co. LLC | 123,550 | $62.0M | 1.05% | +3,644+3.0% | Added |
| Bartlett & Co. Wealth Management LLC | 123,550 | $62.0M | 1.05% | +3,644+3.0% | Added |
| IFM Investors Pty Ltd | 124,421 | $62.5M | 1.15% | −984−0.8% | Reduced |
| Commerce Bank | 124,759 | $62.6M | 0.41% | −1,093−0.9% | Reduced |
| Financial Counselors Inc | 124,854 | $62.7M | 1.29% | −4,983−3.8% | Reduced |
| Hardman Johnston Global Advisors LLC | 126,658 | $63.6M | 1.72% | +4,393+3.6% | Added |
| Industrial Alliance Investment Management Inc. | 126,894 | $63.7M | 1.47% | +126,894 | New |
| Colony Group LLC | 128,000 | $64.3M | 1.13% | +2,565+2.0% | Added |
| M&T Bank Corp | 129,441 | $65.0M | 0.27% | −677−0.5% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 129,530 | $65.0M | 3.07% | −3,100−2.3% | Reduced |
| Texas Permanent School Fund | 129,721 | $65.1M | 0.80% | −15,944−10.9% | Reduced |
| Oppenheimer Asset Management Inc. | 129,786 | $65.2M | 0.86% | −1,692−1.3% | Reduced |
| Tredje AP-fonden | 130,328 | $65.4M | 1.27% | −3,973−3.0% | Reduced |
| Penserra Capital Management LLC | 130,672 | $65.6M | 1.40% | +27,114+26.2% | Added |
| First Long Island Investors, LLC | 130,903 | $65.7M | 5.16% | −263−0.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 131,301 | $65.9M | 3.53% | +2,279+1.8% | Added |
| Liontrust Investment Partners LLP | 131,968 | $66.3M | 0.79% | −200−0.2% | Reduced |
| Yousif Capital Management, LLC | 132,050 | $66.3M | 0.69% | +132,050 | New |
| Mutual of America Capital Management LLC | 132,140 | $66.4M | 0.67% | +150+0.1% | Added |
| Gabelli Funds LLC | 132,350 | $66.5M | 0.42% | +75,050+131.0% | Added |
| Adams Diversified Equity Fund, Inc. | 133,400 | $67.0M | 2.54% | −16,300−10.9% | Reduced |
| Artemis Investment Management LLP | 134,090 | $67.3M | 0.49% | +4,493+3.5% | Added |
| Great Lakes Advisors, LLC | 135,053 | $67.8M | 1.03% | +13,026+10.7% | Added |
| Inverness Counsel LLC | 137,869 | $69.2M | 2.55% | −25,238−15.5% | Reduced |
| Erste Asset Management GmbH | 137,604 | $69.5M | 1.25% | +7,095+5.4% | Added |
| Tiaa, FSB | 138,895 | $69.5M | 0.23% | −2,146−1.5% | Reduced |
| Mackay Shields LLC | 140,690 | $70.6M | 0.59% | −3,364−2.3% | Reduced |
| Nicholas Company, Inc. | 140,700 | $70.7M | 1.15% | −100.0% | Reduced |
| Guggenheim Capital LLC | 141,088 | $70.8M | 0.37% | −7,248−4.9% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 141,358 | $71.0M | 1.08% | 00.0% | Unchanged |
| Comerica Bank | 157,243 | $71.8M | 0.53% | −217,583−58.0% | Reduced |
| State of Alaska, Department of Revenue | 143,564 | $72.1M | 0.70% | −13,287−8.5% | Reduced |
| Cambridge Trust Co | 143,701 | $72.2M | 2.33% | +347+0.2% | Added |
| Daiwa Securities Group Inc. | 144,006 | $72.3M | 0.43% | +13,258+10.1% | Added |
| Martingale Asset Management L P | 145,497 | $73.1M | 0.94% | −12,585−8.0% | Reduced |