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 |
|---|---|---|---|---|---|
| Capital Research Global Investors | 17,791,353 | $8.93B | 1.97% | −234,019−1.3% | Reduced |
| Capital International Investors | 19,342,468 | $9.71B | 2.05% | +790,219+4.3% | Added |
| Wellington Management Group LLP | 29,036,147 | $14.6B | 2.33% | −980,289−3.3% | Reduced |
| Capital World Investors | 33,870,309 | $17.0B | 2.69% | −398,100−1.2% | Reduced |
| Price T Rowe Associates Inc | 34,428,521 | $17.3B | 1.56% | −827,374−2.3% | Reduced |
| State Street Corp | 45,559,868 | $22.9B | 1.08% | +869,827+1.9% | Added |
| FMR LLC | 48,023,932 | $24.1B | 1.78% | −75,338−0.2% | Reduced |
| BlackRock Inc. | 69,259,425 | $34.8B | 0.89% | −447,120−0.6% | Reduced |
| Vanguard Group Inc | 79,483,862 | $39.9B | 0.91% | +315,811+0.4% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −726,474−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −302,789−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −190,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −143,161−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Blue Pool Management Ltd. | 0 | $0 | 0.00% | −81,134−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −75,225−100.0% | Sold out |
| Skye Global Management LP | 0 | $0 | 0.00% | −45,800−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −30,368−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −27,254−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −25,542−100.0% | Sold out |
| St. James Investment Company, LLC | 0 | $0 | 0.00% | −24,585−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −20,437−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −20,032−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −13,218−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −11,864−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −11,185−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −10,047−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −9,463−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −9,117−100.0% | Sold out |
| DeDora Capital, Inc. | 0 | $0 | 0.00% | −8,437−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −7,876−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −6,377−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −6,072−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −5,126−100.0% | Sold out |
| Kerrisdale Advisers, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −4,802−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −4,054−100.0% | Sold out |
| Prosight Management, LP | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −2,995−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,937−100.0% | Sold out |
| SRN Advisors, LLC | 0 | $0 | 0.00% | −2,935−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −2,697−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −2,257−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −2,212−100.0% | Sold out |
| Jackson, Grant Investment Advisers, Inc. | 0 | $0 | 0.00% | −2,096−100.0% | Sold out |
| Advus Financial Partners, LLC | 0 | $0 | 0.00% | −1,491−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −1,776−100.0% | Sold out |
| Cliftonlarsonallen Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,753−100.0% | Sold out |
| Elite Wealth Management, Inc. | 0 | $0 | 0.00% | −1,752−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −1,654−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −1,597−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −1,588−100.0% | Sold out |
| Pzena Investment Management LLC | 0 | $0 | 0.00% | −1,565−100.0% | Sold out |
| Botty Investors LLC | 0 | $0 | 0.00% | −1,508−100.0% | Sold out |
| Bingham Osborn & Scarborough LLC | 0 | $0 | 0.00% | −1,488−100.0% | Sold out |
| Meyer Handelman Co | 0 | $0 | 0.00% | −1,466−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,349−100.0% | Sold out |
| BEAM Asset Management, LLC | 0 | $0 | 0.00% | −1,333−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −1,429−100.0% | Sold out |
| QVR LLC | 0 | $0 | 0.00% | −1,209−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −1,202−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −1,202−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Crabel Capital Management, LLC | 0 | $0 | 0.00% | −972−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −866−100.0% | Sold out |
| XR Securities LLC | 0 | $0 | 0.00% | −849−100.0% | Sold out |
| Marathon Capital Management | 0 | $0 | 0.00% | −841−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −768−100.0% | Sold out |
| High Pointe Capital Management LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −624−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −587−100.0% | Sold out |
| Horizon Financial Services, LLC | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| KLCM Advisors, Inc. | 0 | $0 | 0.00% | −578−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −562−100.0% | Sold out |
| Alamar Capital Management, LLC | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −544−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −542−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −534−100.0% | Sold out |
| Spectrum Management Group, LLC | 0 | $0 | 0.00% | −511−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −252−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Firestone Capital Management | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Walled Lake Planning & Wealth Management, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Exane Derivatives | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Knuff & Co LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |