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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 1,034,054 | $519.2M | 0.55% | −20,604−2.0% | Reduced |
| Standard Life Aberdeen plc | 1,034,417 | $519.4M | 1.14% | −108,037−9.5% | Reduced |
| Allen Investment Management LLC | 1,039,490 | $522.0M | 6.55% | −6,271−0.6% | Reduced |
| US Bancorp | 1,067,307 | $535.9M | 0.85% | −330.0% | Reduced |
| State Board of Administration of Florida Retirement System | 1,098,126 | $551.4M | 0.99% | −5,534−0.5% | Reduced |
| New York State Teachers Retirement System | 1,102,028 | $553.4M | 1.07% | −5,085−0.5% | Reduced |
| Great West Life Assurance Co | 1,110,411 | $556.3M | 1.15% | +53,594+5.1% | Added |
| NN Investment Partners Holdings N.V. | 1,123,060 | $563.9M | 2.82% | −97,754−8.0% | Reduced |
| Pictet Asset Management SA | 1,128,830 | $566.8M | 0.57% | +2800.0% | Added |
| KBC Group NV | 1,136,216 | $570.5M | 1.88% | +143,974+14.5% | Added |
| National Pension Service | 1,136,996 | $570.9M | 1.00% | −24,871−2.1% | Reduced |
| Putnam Investments LLC | 1,179,132 | $592.1M | 0.85% | +113,830+10.7% | Added |
| Lord, Abbett & Co. LLC | 1,195,688 | $600.4M | 1.37% | +351,157+41.6% | Added |
| Envestnet Asset Management Inc | 1,206,956 | $606.1M | 0.30% | +30,696+2.6% | Added |
| Toronto Dominion Bank | 1,544,515 | $611.9M | 0.82% | +298,391+23.9% | Added |
| Provident Trust Co | 1,223,229 | $614.2M | 10.95% | +19,691+1.6% | Added |
| Russell Investments Group, Ltd. | 1,227,445 | $616.5M | 0.99% | −10,651−0.9% | Reduced |
| Neuberger Berman Group LLC | 1,257,545 | $621.0M | 0.49% | +161,606+14.7% | Added |
| Jensen Investment Management Inc | 1,262,066 | $633.7M | 4.45% | −8,100−0.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,266,080 | $635.7M | 2.01% | −8,580−0.7% | Reduced |
| Sustainable Growth Advisers, LP | 1,274,283 | $639.9M | 3.27% | −165,506−11.5% | Reduced |
| HSBC Holdings PLC | 1,329,162 | $670.2M | 0.71% | −87,078−6.1% | Reduced |
| Ontario Teachers Pension Plan Board | 1,345,243 | $675.5M | 8.09% | +537,571+66.6% | Added |
| The PNC Financial Services Group, Inc. | 1,387,791 | $696.9M | 0.58% | +43,206+3.2% | Added |
| Fisher Asset Management, LLC | 1,392,898 | $699.4M | 0.39% | −1,554,434−52.7% | Reduced |
| Prudential Financial Inc | 1,399,674 | $702.2M | 0.87% | −101,747−6.8% | Reduced |
| Rhumbline Advisers | 1,421,901 | $714.0M | 0.88% | +16,378+1.2% | Added |
| Guardcap Asset Management Ltd | 1,447,227 | $726.7M | 9.03% | +12,685+0.9% | Added |
| CIBC Private Wealth Group, LLC | 1,451,434 | $728.8M | 1.51% | +10,305+0.7% | Added |
| Swedbank AB | 1,470,973 | $742.0M | 1.26% | −6,894−0.5% | Reduced |
| Ninety One UK Ltd | 1,516,472 | $761.5M | 1.81% | +99,722+7.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,530,765 | $768.7M | 3.69% | −15,541−1.0% | Reduced |
| Ensign Peak Advisors, Inc | 1,561,580 | $784.1M | 1.50% | +171,950+12.4% | Added |
| FIL Ltd | 1,571,033 | $788.9M | 0.81% | +259,220+19.8% | Added |
| First Manhattan Co | 1,601,777 | $804.3M | 2.65% | +38,924+2.5% | Added |
| Principal Financial Group Inc | 1,620,282 | $813.2M | 0.49% | −30,082−1.8% | Reduced |
| Macquarie Group Ltd | 1,632,094 | $819.5M | 0.68% | +50,534+3.2% | Added |
| Boston Partners | 1,692,760 | $849.0M | 1.02% | −85,524−4.8% | Reduced |
| Citigroup Inc | 1,723,450 | $865.4M | 0.78% | −162,892−8.6% | Reduced |
| California State Teachers Retirement System | 1,737,521 | $872.5M | 1.02% | +9,563+0.6% | Added |
| Veritas Asset Management LLP | 1,749,786 | $878.6M | 4.93% | −674,800−27.8% | Reduced |
| Vontobel Asset Management Inc | 1,678,504 | $882.8M | 5.19% | −232,237−12.2% | Reduced |
| Amundi | 1,899,921 | $888.1M | 0.56% | −2,644−0.1% | Reduced |
| Longview Partners (Guernsey) LTD | 1,773,802 | $890.7M | 5.69% | −122,362−6.5% | Reduced |
| Nordea Investment Management AB | 1,795,896 | $905.7M | 1.08% | −15,764−0.9% | Reduced |
| Raymond James & Associates | 1,826,103 | $917.0M | 0.74% | +33,081+1.8% | Added |
| Orbis Allan Gray Ltd | 1,830,414 | $919.1M | 6.80% | −55,751−3.0% | Reduced |
| Bessemer Group Inc | 1,839,233 | $923.5M | 1.85% | +30,961+1.7% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 1,870,694 | $939.4M | 8.02% | −30,777−1.6% | Reduced |
| Stifel Financial Corp | 1,961,308 | $984.9M | 1.30% | +59,576+3.1% | Added |
| Egerton Capital (UK) LLP | 2,027,925 | $1.02B | 4.75% | −42,950−2.1% | Reduced |
| California Public Employees Retirement System | 2,034,866 | $1.02B | 0.68% | −79,801−3.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,037,396 | $1.03B | 1.48% | +592,614+41.0% | Added |
| Bank of Montreal | 2,071,241 | $1.05B | 0.56% | −185,013−8.2% | Reduced |
| 1832 Asset Management L.P. | 2,061,020 | $1.05B | 1.86% | +546,549+36.1% | Added |
| Eaton Vance Management | 2,182,821 | $1.10B | 1.34% | −129,459−5.6% | Reduced |
| Jennison Associates LLC | 2,186,999 | $1.10B | 0.70% | +329,388+17.7% | Added |
| Brown Advisory Inc | 2,288,448 | $1.15B | 1.42% | +181,371+8.6% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,296,087 | $1.15B | 4.72% | −709,903−23.6% | Reduced |
| Fiera Capital Corp | 2,306,658 | $1.16B | 2.72% | −39,922−1.7% | Reduced |
| New York State Common Retirement Fund | 2,319,267 | $1.16B | 1.17% | −97,709−4.0% | Reduced |
| Allianz Asset Management GmbH | 2,475,534 | $1.24B | 0.90% | −14,253−0.6% | Reduced |
| Credit Suisse AG | 2,609,419 | $1.31B | 1.05% | −58,879−2.2% | Reduced |
| Schroder Investment Management Group | 2,690,451 | $1.35B | 1.84% | +424,168+18.7% | Added |
| TD Asset Management Inc | 2,747,623 | $1.38B | 1.16% | +475,540+20.9% | Added |
| Eagle Capital Management LLC | 3,008,502 | $1.51B | 4.51% | −76,328−2.5% | Reduced |
| UBS Group AG | 3,060,419 | $1.54B | 0.60% | +233,958+8.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,065,988 | $1.54B | 0.94% | −134,032−4.2% | Reduced |
| Dimensional Fund Advisors LP | 3,113,306 | $1.56B | 0.47% | −196,214−5.9% | Reduced |
| Manufacturers Life Insurance Company, The | 3,123,156 | $1.57B | 0.96% | −499,235−13.8% | Reduced |
| Canada Pension Plan Investment Board | 3,226,185 | $1.62B | 1.72% | −554,288−14.7% | Reduced |
| Deutsche Bank AG | 3,422,701 | $1.72B | 0.77% | −582,277−14.5% | Reduced |
| American Century Companies Inc | 3,426,681 | $1.72B | 1.09% | −138,160−3.9% | Reduced |
| Barclays PLC | 3,481,876 | $1.75B | 1.07% | +216,364+6.6% | Added |
| Swiss National Bank | 3,584,126 | $1.80B | 1.08% | −147,300−3.9% | Reduced |
| Goldman Sachs Group Inc | 3,632,864 | $1.82B | 0.44% | −176,775−4.6% | Reduced |
| Ameriprise Financial Inc | 3,716,599 | $1.85B | 0.51% | +468,958+14.4% | Added |
| GQG Partners LLC | 3,851,357 | $1.93B | 4.79% | +224,293+6.2% | Added |
| Polen Capital Management LLC | 3,877,447 | $1.95B | 3.27% | +70,473+1.9% | Added |
| Parametric Portfolio Associates LLC | 4,101,481 | $2.06B | 1.05% | +81,653+2.0% | Added |
| Dodge & Cox | 4,274,705 | $2.15B | 1.33% | −135,820−3.1% | Reduced |
| Invesco Ltd. | 4,689,771 | $2.35B | 0.57% | +125,115+2.7% | Added |
| Franklin Resources Inc | 4,760,823 | $2.39B | 0.86% | +130,428+2.8% | Added |
| Charles Schwab Investment Management Inc | 5,014,907 | $2.52B | 0.74% | +63,192+1.3% | Added |
| UBS Asset Management Americas Inc | 5,486,331 | $2.75B | 1.05% | −246,965−4.3% | Reduced |
| Nuveen Asset Management, LLC | 6,241,563 | $3.13B | 0.93% | −149,224−2.3% | Reduced |
| Legal & General Group Plc | 6,335,522 | $3.18B | 0.96% | −136,278−2.1% | Reduced |
| Janus Henderson Group PLC | 6,343,583 | $3.19B | 1.33% | +1,262,424+24.8% | Added |
| Sanders Capital, LLC | 6,918,423 | $3.47B | 7.09% | +135,189+2.0% | Added |
| Wells Fargo & Company | 7,597,591 | $3.82B | 0.99% | +127,203+1.7% | Added |
| Norges Bank | 8,918,201 | $4.48B | 0.92% | −297,713−3.2% | Reduced |
| Morgan Stanley | 9,029,133 | $4.53B | 0.56% | +193,530+2.2% | Added |
| Clearbridge Investments, LLC | 9,182,965 | $4.61B | 3.14% | −348,328−3.7% | Reduced |
| Bank of New York Mellon Corp | 9,234,021 | $4.64B | 0.84% | −518,472−5.3% | Reduced |
| Bank of America Corp | 10,357,274 | $5.20B | 0.56% | +261,619+2.6% | Added |
| Northern Trust Corp | 10,743,092 | $5.39B | 0.88% | −181,865−1.7% | Reduced |
| Alliancebernstein L.P. | 11,015,163 | $5.53B | 1.96% | +257,910+2.4% | Added |
| Royal Bank of Canada | 11,945,458 | $6.00B | 1.46% | +1,673,482+16.3% | Added |
| Geode Capital Management, LLC | 15,618,069 | $7.82B | 0.94% | +189,864+1.2% | Added |
| JPMorgan Chase & Co | 15,815,496 | $7.94B | 0.98% | +748,575+5.0% | Added |