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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 145,535 | $73.1M | 0.24% | +1,619+1.1% | Added |
| Argent Capital Management LLC | 145,875 | $73.3M | 2.12% | +145,875 | New |
| Vaughan David Investments LLC | 146,532 | $73.6M | 2.15% | −3,694−2.5% | Reduced |
| Connectus Wealth, LLC | 147,088 | $74.1M | 2.87% | +147,088 | New |
| HM Payson & Co | 149,213 | $74.9M | 1.63% | +6,030+4.2% | Added |
| Arrowstreet Capital, Limited Partnership | 151,004 | $75.8M | 0.09% | +128,876+582.4% | Added |
| Ardevora Asset Management LLP | 154,514 | $77.6M | 0.83% | −500−0.3% | Reduced |
| Gulf International Bank (UK) Ltd | 154,574 | $77.6M | 1.10% | −31,948−17.1% | Reduced |
| Swiss Life Asset Management Ltd | 157,785 | $79.2M | 1.03% | −9,291−5.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 161,012 | $80.9M | 2.36% | +2,872+1.8% | Added |
| CWM, LLC | 163,123 | $81.9M | 0.58% | +163,123 | New |
| Glenmede Trust Co NA | 163,321 | $82.0M | 0.39% | −16,325−9.1% | Reduced |
| Federated Hermes, Inc. | 164,299 | $82.5M | 0.15% | +7,952+5.1% | Added |
| Umb Bank N A | 166,256 | $83.5M | 1.05% | +20,947+14.4% | Added |
| Pinebridge Investments, L.P. | 168,353 | $84.5M | 0.86% | +80,939+92.6% | Added |
| James Hambro & Partners | 170,341 | $85.5M | 5.81% | +9,907+6.2% | Added |
| Utah Retirement Systems | 170,751 | $85.7M | 1.06% | +400+0.2% | Added |
| Capital International Inc | 171,285 | $86.0M | 0.80% | −1,861−1.1% | Reduced |
| TD Waterhouse Canada Inc. | 159,195 | $86.4M | 0.84% | +159,195 | New |
| Cooke & Bieler LP | 172,486 | $86.6M | 0.74% | −23,906−12.2% | Reduced |
| Polar Capital Holdings Plc | 175,292 | $88.0M | 0.46% | −7,163−3.9% | Reduced |
| Employees Retirement System of Texas | 175,525 | $88.1M | 0.98% | +2,362+1.4% | Added |
| Oregon Public Employees Retirement Fund | 177,410 | $89.1M | 0.98% | −16,253−8.4% | Reduced |
| Davis Selected Advisers | 178,719 | $89.7M | 0.42% | −8,309−4.4% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 179,000 | $89.9M | 2.31% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 183,060 | $91.9M | 0.15% | +5,847+3.3% | Added |
| PGGM Investments | 183,576 | $92.2M | 0.46% | −101,650−35.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 188,857 | $94.8M | 0.20% | +182,624+2,930.0% | Added |
| Pendal Group Limited | 189,798 | $95.3M | 0.76% | −154,152−44.8% | Reduced |
| Abrams Bison Investments, LLC | 190,000 | $95.4M | 7.12% | −15,000−7.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 189,896 | $95.4M | 0.20% | −36,584−16.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 190,413 | $95.6M | 2.00% | +1,899+1.0% | Added |
| Thrivent Financial for Lutherans | 203,612 | $97.4M | 0.19% | +2,203+1.1% | Added |
| Keybank National Association | 195,595 | $98.2M | 0.39% | +33,555+20.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 197,174 | $99.0M | 0.48% | +38,311+24.1% | Added |
| Riverbridge Partners LLC | 197,591 | $99.2M | 0.98% | −5,615−2.8% | Reduced |
| Morningstar Investment Services LLC | 197,738 | $99.3M | 1.10% | +4,685+2.4% | Added |
| Davenport & Co LLC | 200,218 | $100.5M | 0.68% | +4,677+2.4% | Added |
| LGT Capital Partners Ltd. | 201,283 | $101.1M | 2.69% | −85,145−29.7% | Reduced |
| GW&K Investment Management, LLC | 202,466 | $101.7M | 0.85% | −20,149−9.1% | Reduced |
| Regions Financial Corp | 203,545 | $102.2M | 0.80% | +22,454+12.4% | Added |
| Forsta Ap-Fonden | 203,700 | $102.3M | 1.03% | −19,400−8.7% | Reduced |
| MetLife Investment Management | 208,095 | $104.5M | 0.86% | −4,873−2.3% | Reduced |
| Rockefeller Capital Management L.P. | 209,062 | $105.0M | 0.49% | +1,202+0.6% | Added |
| Commonwealth Equity Services, LLC | 213,155 | $107.0M | 0.24% | +12,208+6.1% | Added |
| DnB Asset Management AS | 213,650 | $107.3M | 0.63% | +9,590+4.7% | Added |
| Los Angeles Capital Management LLC | 213,717 | $107.3M | 0.40% | +23,101+12.1% | Added |
| Virginia Retirement Systems Et Al | 216,280 | $108.6M | 1.00% | 00.0% | Unchanged |
| Wishbone Management, LP | 217,000 | $109.0M | 14.83% | −40,000−15.6% | Reduced |
| Sands Capital Management, LLC | 219,502 | $110.2M | 0.20% | −4,362−1.9% | Reduced |
| Cincinnati Insurance Co | 220,081 | $110.5M | 1.99% | 00.0% | Unchanged |
| Milestone Resources Group Ltd | 221,206 | $111.1M | 4.55% | 00.0% | Unchanged |
| Factory Mutual Insurance Co | 246,200 | $111.2M | 1.61% | −41,517−14.4% | Reduced |
| Brave Warrior Advisors, LLC | 221,661 | $111.3M | 3.55% | −4,460−2.0% | Reduced |
| ING Groep NV | 222,416 | $111.7M | 1.00% | +82,058+58.5% | Added |
| Bristol Gate Capital Partners Inc. | 223,611 | $112.3M | 5.05% | +1,286+0.6% | Added |
| Huntington National Bank | 224,551 | $112.8M | 1.03% | +5,291+2.4% | Added |
| Segall Bryant & Hamill, LLC | 226,475 | $113.8M | 1.05% | +6,207+2.8% | Added |
| Vontobel Holding Ltd. | 231,237 | $116.6M | 0.97% | +5,705+2.5% | Added |
| Atalanta Sosnoff Capital, LLC | 233,016 | $117.0M | 2.52% | −5,248−2.2% | Reduced |
| Clark Capital Management Group, Inc. | 235,675 | $118.3M | 1.45% | +18,012+8.3% | Added |
| Johnson Investment Counsel Inc | 237,087 | $119.1M | 1.46% | +14,831+6.7% | Added |
| Man Group plc | 237,281 | $119.1M | 0.38% | +38,366+19.3% | Added |
| Rock Springs Capital Management LP | 240,000 | $120.5M | 2.78% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 245,522 | $123.3M | 1.09% | −13,578−5.2% | Reduced |
| Westpac Banking Corp | 251,155 | $123.7M | 1.28% | −9,425−3.6% | Reduced |
| Vantage Investment Partners, LLC | 249,254 | $125.2M | 6.40% | −33,460−11.8% | Reduced |
| USS Investment Management Ltd | 249,547 | $125.3M | 0.99% | 00.0% | Unchanged |
| Senator Investment Group LP | 250,000 | $125.5M | 2.43% | −50,000−16.7% | Reduced |
| Westwood Holdings Group Inc. | 254,976 | $128.0M | 1.15% | +5,928+2.4% | Added |
| Arizona State Retirement System | 258,247 | $129.7M | 0.99% | −4,916−1.9% | Reduced |
| Pictet & Cie (Europe) SA | 262,495 | $131.8M | 4.50% | +3,018+1.2% | Added |
| Personal Capital Advisors Corp | 262,479 | $132.0M | 0.61% | +3,887+1.5% | Added |
| Eagle Asset Management Inc | 261,967 | $132.1M | 0.58% | −3,514−1.3% | Reduced |
| Alleghany Corp | 263,560 | $132.3M | 3.85% | 00.0% | Unchanged |
| Amalgamated Bank | 265,179 | $133.2M | 0.98% | +13,009+5.2% | Added |
| Bahl & Gaynor Inc | 267,694 | $134.4M | 0.75% | +255+0.1% | Added |
| Carmignac Gestion | 270,612 | $135.9M | 1.91% | −54,591−16.8% | Reduced |
| OrbiMed Advisors LLC | 271,000 | $136.1M | 1.77% | −118,700−30.5% | Reduced |
| American International Group, Inc. | 272,074 | $136.6M | 0.68% | −1,986−0.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 272,143 | $136.7M | 1.22% | −22,637−7.7% | Reduced |
| CIBC Asset Management Inc | 273,958 | $137.6M | 0.50% | +46,279+20.3% | Added |
| Alberta Investment Management Corp | 276,737 | $139.0M | 0.85% | +121,902+78.7% | Added |
| Baird Financial Group, Inc. | 283,098 | $142.2M | 0.33% | +5,038+1.8% | Added |
| Panagora Asset Management Inc | 286,213 | $143.7M | 0.76% | +59,697+26.4% | Added |
| National Bank of Canada | 287,901 | $144.4M | 0.61% | +287,901 | New |
| Boston Trust Walden Corp | 289,546 | $145.4M | 1.17% | +6,088+2.1% | Added |
| Scotia Capital Inc. | 292,460 | $146.9M | 0.97% | +11,512+4.1% | Added |
| Capitolis Advisors LLC | 294,850 | $148.1M | 0.88% | −108,077−26.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 298,177 | $149.7M | 0.32% | −483,443−61.9% | Reduced |
| Advisor Group Holdings, Inc. | 298,462 | $150.0M | 0.28% | +19,707+7.1% | Added |
| Congress Asset Management Co | 302,865 | $152.1M | 1.16% | −38,072−11.2% | Reduced |
| Nissay Asset Management Corp | 305,100 | $153.2M | 1.17% | +23,814+8.5% | Added |
| CIBC World Markets Corp | 305,332 | $153.3M | 0.82% | −101,676−25.0% | Reduced |
| Bellevue Group AG | 312,281 | $156.8M | 1.62% | −25,701−7.6% | Reduced |
| Gateway Investment Advisers LLC | 316,327 | $158.8M | 1.52% | −11,922−3.6% | Reduced |
| Tekla Capital Management LLC | 320,354 | $160.9M | 5.18% | +14,225+4.6% | Added |
| Bristol John W & Co Inc | 320,828 | $161.1M | 2.78% | −3,356−1.0% | Reduced |
| State of Michigan Retirement System | 327,115 | $164.3M | 0.86% | +3,500+1.1% | Added |
| Candriam Luxembourg S.C.A. | 341,291 | $171.4M | 1.09% | −20,869−5.8% | Reduced |