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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 344,571 | $173.0M | 0.67% | +4,731+1.4% | Added |
| D. E. Shaw & Co., Inc. | 346,769 | $174.1M | 0.21% | +249,733+257.4% | Added |
| Natixis | 346,896 | $174.2M | 0.59% | +132,207+61.6% | Added |
| CCLA Investment Management Ltd | 348,029 | $174.8M | 2.87% | +28,845+9.0% | Added |
| Nisa Investment Advisors, LLC | 377,519 | $178.4M | 1.34% | +34,394+10.0% | Added |
| Blair William & Co | 358,390 | $180.0M | 0.56% | +13,016+3.8% | Added |
| APG Asset Management N.V. | 409,717 | $180.9M | 0.31% | −20,175−4.7% | Reduced |
| Cloverfields Capital Group, LP | 367,709 | $184.6M | 57.52% | −124,531−25.3% | Reduced |
| Mariner, LLC | 367,753 | $184.7M | 0.78% | +34,692+10.4% | Added |
| Teacher Retirement System of Texas | 369,520 | $185.6M | 0.83% | +90,309+32.3% | Added |
| Evercore Wealth Management, LLC | 380,443 | $191.0M | 3.11% | −3,461−0.9% | Reduced |
| Public Sector Pension Investment Board | 392,538 | $197.1M | 1.07% | +29,920+8.3% | Added |
| Natixis Advisors, L.P. | 395,958 | $198.8M | 0.76% | +24,200+6.5% | Added |
| Kensico Capital Management Corp | 411,300 | $206.5M | 6.14% | +49,000+13.5% | Added |
| Treasurer of the State of North Carolina | 412,891 | $207.3M | 1.09% | +1,740+0.4% | Added |
| Rothschild & Co Asset Management US Inc. | 421,190 | $211.5M | 2.48% | −7,363−1.7% | Reduced |
| DSM Capital Partners LLC | 424,039 | $212.9M | 2.23% | −22,808−5.1% | Reduced |
| Nomura Asset Management Co Ltd | 437,130 | $219.5M | 1.11% | +25,399+6.2% | Added |
| Sculptor Capital LP | 439,448 | $220.7M | 1.99% | +439,448 | New |
| SEI Investments Co | 437,028 | $221.3M | 0.42% | +70,273+19.2% | Added |
| ProShare Advisors LLC | 441,370 | $221.6M | 0.43% | +87,811+24.8% | Added |
| M&G Investment Management Ltd | 441,705 | $221.7M | 1.60% | −44,593−9.2% | Reduced |
| Bank of Nova Scotia | 442,169 | $222.0M | 0.32% | −34,334−7.2% | Reduced |
| State of Tennessee, Treasury Department | 450,214 | $226.1M | 0.83% | −103,204−18.6% | Reduced |
| Calamos Advisors LLC | 452,678 | $227.3M | 0.91% | +7,938+1.8% | Added |
| Suvretta Capital Management, LLC | 456,790 | $229.4M | 4.45% | −258,323−36.1% | Reduced |
| Storebrand Asset Management AS | 459,816 | $230.9M | 1.03% | +12,205+2.7% | Added |
| Epoch Investment Partners, Inc. | 464,031 | $233.0M | 1.18% | −16,043−3.3% | Reduced |
| Retirement Systems of Alabama | 464,180 | $233.1M | 0.81% | −49,126−9.6% | Reduced |
| Cincinnati Financial Corp | 468,822 | $235.4M | 4.93% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 483,125 | $244.2M | 0.85% | +605+0.1% | Added |
| Zurich Insurance Group Ltd | 490,875 | $246.5M | 2.79% | −16,231−3.2% | Reduced |
| Railway Pension Investments Ltd | 497,920 | $250.0M | 1.87% | −81,800−14.1% | Reduced |
| First Trust Advisors LP | 500,828 | $251.5M | 0.24% | −166,738−25.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 503,289 | $252.7M | 0.80% | −41,785−7.7% | Reduced |
| Mackenzie Financial Corp | 504,178 | $253.2M | 0.34% | −45,198−8.2% | Reduced |
| Haverford Trust Co | 508,024 | $255.1M | 2.78% | −379−0.1% | Reduced |
| HighTower Advisors, LLC | 507,772 | $255.8M | 0.56% | +26,520+5.5% | Added |
| Assenagon Asset Management S.A. | 510,520 | $256.4M | 0.95% | +214,946+72.7% | Added |
| Capital Group Private Client Services, Inc. | 517,672 | $259.9M | 2.78% | −7,864−1.5% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 517,877 | $260.1M | 7.85% | −29,167−5.3% | Reduced |
| LPL Financial LLC | 518,576 | $260.4M | 0.22% | +53,834+11.6% | Added |
| William Blair Investment Management, LLC | 525,500 | $263.9M | 0.71% | +82,993+18.8% | Added |
| Steadfast Capital Management LP | 529,088 | $265.7M | 4.54% | −327,422−38.2% | Reduced |
| Focused Investors LLC | 529,200 | $265.7M | 8.13% | +2,100+0.4% | Added |
| Fifth Third Bancorp | 531,097 | $266.7M | 1.04% | +6,339+1.2% | Added |
| STRS Ohio | 531,742 | $267.0M | 0.93% | −98,687−15.7% | Reduced |
| Banque Pictet & Cie SA | 541,899 | $272.1M | 2.01% | +59,889+12.4% | Added |
| Susquehanna International Group, LLP | 554,340 | $278.4M | 0.42% | +288,527+108.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 554,909 | $278.6M | 1.35% | +38,106+7.4% | Added |
| State of New Jersey Common Pension Fund D | 556,734 | $279.6M | 0.81% | −1,133−0.2% | Reduced |
| Alphinity Investment Management Pty Ltd | 560,245 | $281.3M | 6.33% | +211,278+60.5% | Added |
| Tesco Pension Investment Ltd | 579,989 | $291.2M | 4.77% | +14,840+2.6% | Added |
| Public Employees Retirement System of Ohio | 593,242 | $297.9M | 1.00% | −21,692−3.5% | Reduced |
| British Columbia Investment Management Corp | 595,624 | $299.1M | 1.68% | −107,845−15.3% | Reduced |
| Agf Investments Inc. | 599,785 | $301.2M | 2.17% | +63,136+11.8% | Added |
| Capital Wealth Planning, LLC | 606,967 | $304.8M | 6.75% | +52,170+9.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 615,035 | $308.8M | 1.65% | +92,596+17.7% | Added |
| Public Employees Retirement Association of Colorado | 621,805 | $312.2M | 1.28% | −14,430−2.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 619,086 | $312.3M | 1.61% | −8,707−1.4% | Reduced |
| Consulta Ltd | 623,000 | $312.8M | 15.45% | −77,000−11.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 624,209 | $313.5M | 1.25% | +51,004+8.9% | Added |
| Fort Washington Investment Advisors Inc | 657,082 | $329.9M | 2.00% | −17,788−2.6% | Reduced |
| Route One Investment Company, L.P. | 676,850 | $339.9M | 9.18% | −157,000−18.8% | Reduced |
| Findlay Park Partners LLP | 683,390 | $343.2M | 2.29% | 00.0% | Unchanged |
| Millennium Management LLC | 685,252 | $344.1M | 0.38% | −191,478−21.8% | Reduced |
| Coho Partners, Ltd. | 686,574 | $344.8M | 5.42% | −50,518−6.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 690,765 | $346.9M | 0.39% | +690,765 | New |
| Raymond James Financial Services Advisors, Inc. | 692,555 | $347.8M | 0.65% | +24,958+3.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 698,649 | $350.8M | 0.73% | −81,192−10.4% | Reduced |
| Royal London Asset Management Ltd | 699,411 | $351.2M | 1.31% | +16,867+2.5% | Added |
| First Republic Investment Management, Inc. | 715,350 | $359.2M | 0.77% | +10,867+1.5% | Added |
| Ci Investments Inc. | 738,037 | $370.4M | 1.28% | −124,339−14.4% | Reduced |
| DekaBank Deutsche Girozentrale | 737,604 | $373.9M | 0.91% | +67,256+10.0% | Added |
| Aviva PLC | 744,623 | $373.9M | 1.57% | −1,194−0.2% | Reduced |
| Jarislowsky, Fraser Ltd | 749,503 | $376.4M | 1.75% | −8,948−1.2% | Reduced |
| Truist Financial Corp | 751,582 | $377.4M | 0.58% | −8,292−1.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 759,857 | $381.6M | 1.27% | −8,100−1.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 760,510 | $381.9M | 1.23% | +10,039+1.3% | Added |
| Victory Capital Management Inc | 773,079 | $388.2M | 0.36% | −100,087−11.5% | Reduced |
| Third Point LLCSuperinvestorThird Point | 790,000 | $396.7M | 2.77% | +110,000+16.2% | Added |
| Winslow Capital Management, LLC | 794,383 | $398.9M | 1.48% | −2,324−0.3% | Reduced |
| AustralianSuper Pty Ltd | 826,971 | $406.0M | 2.24% | +1,535+0.2% | Added |
| Handelsbanken Fonder AB | 814,740 | $409.1M | 2.01% | +35,417+4.5% | Added |
| Robeco Institutional Asset Management B.V. | 818,173 | $410.8M | 0.87% | −26,661−3.2% | Reduced |
| Voya Investment Management LLC | 822,171 | $412.8M | 0.79% | +74,938+10.0% | Added |
| AQR Capital Management LLC | 830,577 | $417.1M | 0.76% | −45,351−5.2% | Reduced |
| Loomis Sayles & Co L P | 835,316 | $419.4M | 0.51% | −81,120−8.9% | Reduced |
| AXA S.A. | 840,039 | $421.8M | 1.08% | −67,515−7.4% | Reduced |
| State of Wisconsin Investment Board | 844,802 | $424.2M | 0.82% | +28,966+3.6% | Added |
| Marshall Wace, LLP | 861,798 | $432.7M | 0.87% | +829,614+2,577.7% | Added |
| Harding Loevner LP | 887,967 | $445.9M | 1.71% | +303,705+52.0% | Added |
| Maj Invest Holding A/S | 896,087 | $450.0M | 7.31% | −32,670−3.5% | Reduced |
| Mawer Investment Management Ltd. | 902,054 | $453.0M | 2.04% | +499,990+124.4% | Added |
| Mairs & Power Inc | 917,537 | $460.7M | 4.27% | −13,223−1.4% | Reduced |
| Fred Alger Management, LLC | 930,355 | $467.2M | 1.17% | +339,109+57.4% | Added |
| Fiduciary Management Inc | 947,346 | $475.7M | 3.50% | −70,361−6.9% | Reduced |
| Korea Investment CORP | 992,398 | $498.3M | 1.30% | −249,793−20.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,003,606 | $504.0M | 0.91% | −9,200−0.9% | Reduced |
| Fayez Sarofim & Co | 1,014,048 | $509.2M | 1.53% | −13,732−1.3% | Reduced |