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
- +381 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
- 89
- 965 more reduced
45 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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Pictet Asset Management SA | 1,128,830 | $566.8M | 0.57% | +2800.0% | Added |
| NN Investment Partners Holdings N.V. | 1,123,060 | $563.9M | 2.82% | −97,754−8.0% | Reduced |
| Great West Life Assurance Co | 1,110,411 | $556.3M | 1.15% | +53,594+5.1% | Added |
| New York State Teachers Retirement System | 1,102,028 | $553.4M | 1.07% | −5,085−0.5% | Reduced |
| State Board of Administration of Florida Retirement System | 1,098,126 | $551.4M | 0.99% | −5,534−0.5% | Reduced |
| US Bancorp | 1,067,307 | $535.9M | 0.85% | −330.0% | Reduced |
| Allen Investment Management LLC | 1,039,490 | $522.0M | 6.55% | −6,271−0.6% | Reduced |
| Standard Life Aberdeen plc | 1,034,417 | $519.4M | 1.14% | −108,037−9.5% | Reduced |
| Lazard Asset Management LLC | 1,034,054 | $519.2M | 0.55% | −20,604−2.0% | Reduced |
| Fayez Sarofim & Co | 1,014,048 | $509.2M | 1.53% | −13,732−1.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,003,606 | $504.0M | 0.91% | −9,200−0.9% | Reduced |
| Korea Investment CORP | 992,398 | $498.3M | 1.30% | −249,793−20.1% | Reduced |
| Fiduciary Management Inc | 947,346 | $475.7M | 3.50% | −70,361−6.9% | Reduced |
| Fred Alger Management, LLC | 930,355 | $467.2M | 1.17% | +339,109+57.4% | Added |
| Mairs & Power Inc | 917,537 | $460.7M | 4.27% | −13,223−1.4% | Reduced |
| Mawer Investment Management Ltd. | 902,054 | $453.0M | 2.04% | +499,990+124.4% | Added |
| Maj Invest Holding A/S | 896,087 | $450.0M | 7.31% | −32,670−3.5% | Reduced |
| Harding Loevner LP | 887,967 | $445.9M | 1.71% | +303,705+52.0% | Added |
| Marshall Wace, LLP | 861,798 | $432.7M | 0.87% | +829,614+2,577.7% | Added |
| State of Wisconsin Investment Board | 844,802 | $424.2M | 0.82% | +28,966+3.6% | Added |
| AXA S.A. | 840,039 | $421.8M | 1.08% | −67,515−7.4% | Reduced |
| Loomis Sayles & Co L P | 835,316 | $419.4M | 0.51% | −81,120−8.9% | Reduced |
| AQR Capital Management LLC | 830,577 | $417.1M | 0.76% | −45,351−5.2% | Reduced |
| Voya Investment Management LLC | 822,171 | $412.8M | 0.79% | +74,938+10.0% | Added |
| Robeco Institutional Asset Management B.V. | 818,173 | $410.8M | 0.87% | −26,661−3.2% | Reduced |
| Handelsbanken Fonder AB | 814,740 | $409.1M | 2.01% | +35,417+4.5% | Added |
| AustralianSuper Pty Ltd | 826,971 | $406.0M | 2.24% | +1,535+0.2% | Added |
| Winslow Capital Management, LLC | 794,383 | $398.9M | 1.48% | −2,324−0.3% | Reduced |
| Third Point LLCSuperinvestorThird Point | 790,000 | $396.7M | 2.77% | +110,000+16.2% | Added |
| Victory Capital Management Inc | 773,079 | $388.2M | 0.36% | −100,087−11.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 760,510 | $381.9M | 1.23% | +10,039+1.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 759,857 | $381.6M | 1.27% | −8,100−1.1% | Reduced |
| Truist Financial Corp | 751,582 | $377.4M | 0.58% | −8,292−1.1% | Reduced |
| Jarislowsky, Fraser Ltd | 749,503 | $376.4M | 1.75% | −8,948−1.2% | Reduced |
| Aviva PLC | 744,623 | $373.9M | 1.57% | −1,194−0.2% | Reduced |
| DekaBank Deutsche Girozentrale | 737,604 | $373.9M | 0.91% | +67,256+10.0% | Added |
| Ci Investments Inc. | 738,037 | $370.4M | 1.28% | −124,339−14.4% | Reduced |
| First Republic Investment Management, Inc. | 715,350 | $359.2M | 0.77% | +10,867+1.5% | Added |
| Royal London Asset Management Ltd | 699,411 | $351.2M | 1.31% | +16,867+2.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 698,649 | $350.8M | 0.73% | −81,192−10.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 692,555 | $347.8M | 0.65% | +24,958+3.7% | Added |
| Allspring Global Investments Holdings, LLC | 690,765 | $346.9M | 0.39% | +690,765 | New |
| Coho Partners, Ltd. | 686,574 | $344.8M | 5.42% | −50,518−6.9% | Reduced |
| Millennium Management LLC | 685,252 | $344.1M | 0.38% | −191,478−21.8% | Reduced |
| Findlay Park Partners LLP | 683,390 | $343.2M | 2.29% | 00.0% | Unchanged |
| Route One Investment Company, L.P. | 676,850 | $339.9M | 9.18% | −157,000−18.8% | Reduced |
| Fort Washington Investment Advisors Inc | 657,082 | $329.9M | 2.00% | −17,788−2.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 624,209 | $313.5M | 1.25% | +51,004+8.9% | Added |
| Consulta Ltd | 623,000 | $312.8M | 15.45% | −77,000−11.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 619,086 | $312.3M | 1.61% | −8,707−1.4% | Reduced |
| Public Employees Retirement Association of Colorado | 621,805 | $312.2M | 1.28% | −14,430−2.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 615,035 | $308.8M | 1.65% | +92,596+17.7% | Added |
| Capital Wealth Planning, LLC | 606,967 | $304.8M | 6.75% | +52,170+9.4% | Added |
| Agf Investments Inc. | 599,785 | $301.2M | 2.17% | +63,136+11.8% | Added |
| British Columbia Investment Management Corp | 595,624 | $299.1M | 1.68% | −107,845−15.3% | Reduced |
| Public Employees Retirement System of Ohio | 593,242 | $297.9M | 1.00% | −21,692−3.5% | Reduced |
| Tesco Pension Investment Ltd | 579,989 | $291.2M | 4.77% | +14,840+2.6% | Added |
| Alphinity Investment Management Pty Ltd | 560,245 | $281.3M | 6.33% | +211,278+60.5% | Added |
| State of New Jersey Common Pension Fund D | 556,734 | $279.6M | 0.81% | −1,133−0.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 554,909 | $278.6M | 1.35% | +38,106+7.4% | Added |
| Susquehanna International Group, LLP | 554,340 | $278.4M | 0.42% | +288,527+108.5% | Added |
| Banque Pictet & Cie SA | 541,899 | $272.1M | 2.01% | +59,889+12.4% | Added |
| STRS Ohio | 531,742 | $267.0M | 0.93% | −98,687−15.7% | Reduced |
| Fifth Third Bancorp | 531,097 | $266.7M | 1.04% | +6,339+1.2% | Added |
| Focused Investors LLC | 529,200 | $265.7M | 8.13% | +2,100+0.4% | Added |
| Steadfast Capital Management LP | 529,088 | $265.7M | 4.54% | −327,422−38.2% | Reduced |
| William Blair Investment Management, LLC | 525,500 | $263.9M | 0.71% | +82,993+18.8% | Added |
| LPL Financial LLC | 518,576 | $260.4M | 0.22% | +53,834+11.6% | Added |
| Veritas Investment Partners (UK) Ltd. | 517,877 | $260.1M | 7.85% | −29,167−5.3% | Reduced |
| Capital Group Private Client Services, Inc. | 517,672 | $259.9M | 2.78% | −7,864−1.5% | Reduced |
| Assenagon Asset Management S.A. | 510,520 | $256.4M | 0.95% | +214,946+72.7% | Added |
| HighTower Advisors, LLC | 507,772 | $255.8M | 0.56% | +26,520+5.5% | Added |
| Haverford Trust Co | 508,024 | $255.1M | 2.78% | −379−0.1% | Reduced |
| Mackenzie Financial Corp | 504,178 | $253.2M | 0.34% | −45,198−8.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 503,289 | $252.7M | 0.80% | −41,785−7.7% | Reduced |
| First Trust Advisors LP | 500,828 | $251.5M | 0.24% | −166,738−25.0% | Reduced |
| Railway Pension Investments Ltd | 497,920 | $250.0M | 1.87% | −81,800−14.1% | Reduced |
| Zurich Insurance Group Ltd | 490,875 | $246.5M | 2.79% | −16,231−3.2% | Reduced |
| Asset Management One Co.,Ltd. | 483,125 | $244.2M | 0.85% | +605+0.1% | Added |
| Cincinnati Financial Corp | 468,822 | $235.4M | 4.93% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 464,180 | $233.1M | 0.81% | −49,126−9.6% | Reduced |
| Epoch Investment Partners, Inc. | 464,031 | $233.0M | 1.18% | −16,043−3.3% | Reduced |
| Storebrand Asset Management AS | 459,816 | $230.9M | 1.03% | +12,205+2.7% | Added |
| Suvretta Capital Management, LLC | 456,790 | $229.4M | 4.45% | −258,323−36.1% | Reduced |
| Calamos Advisors LLC | 452,678 | $227.3M | 0.91% | +7,938+1.8% | Added |
| State of Tennessee, Treasury Department | 450,214 | $226.1M | 0.83% | −103,204−18.6% | Reduced |
| Bank of Nova Scotia | 442,169 | $222.0M | 0.32% | −34,334−7.2% | Reduced |
| M&G Investment Management Ltd | 441,705 | $221.7M | 1.60% | −44,593−9.2% | Reduced |
| ProShare Advisors LLC | 441,370 | $221.6M | 0.43% | +87,811+24.8% | Added |
| SEI Investments Co | 437,028 | $221.3M | 0.42% | +70,273+19.2% | Added |
| Sculptor Capital LP | 439,448 | $220.7M | 1.99% | +439,448 | New |
| Nomura Asset Management Co Ltd | 437,130 | $219.5M | 1.11% | +25,399+6.2% | Added |
| DSM Capital Partners LLC | 424,039 | $212.9M | 2.23% | −22,808−5.1% | Reduced |
| Rothschild & Co Asset Management US Inc. | 421,190 | $211.5M | 2.48% | −7,363−1.7% | Reduced |
| Treasurer of the State of North Carolina | 412,891 | $207.3M | 1.09% | +1,740+0.4% | Added |
| Kensico Capital Management Corp | 411,300 | $206.5M | 6.14% | +49,000+13.5% | Added |
| Natixis Advisors, L.P. | 395,958 | $198.8M | 0.76% | +24,200+6.5% | Added |
| Public Sector Pension Investment Board | 392,538 | $197.1M | 1.07% | +29,920+8.3% | Added |
| Evercore Wealth Management, LLC | 380,443 | $191.0M | 3.11% | −3,461−0.9% | Reduced |
| Teacher Retirement System of Texas | 369,520 | $185.6M | 0.83% | +90,309+32.3% | Added |