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 |
|---|---|---|---|---|---|
| Mariner, LLC | 367,753 | $184.7M | 0.78% | +34,692+10.4% | Added |
| Cloverfields Capital Group, LP | 367,709 | $184.6M | 57.52% | −124,531−25.3% | Reduced |
| APG Asset Management N.V. | 409,717 | $180.9M | 0.31% | −20,175−4.7% | Reduced |
| Blair William & Co | 358,390 | $180.0M | 0.56% | +13,016+3.8% | Added |
| Nisa Investment Advisors, LLC | 377,519 | $178.4M | 1.34% | +34,394+10.0% | Added |
| CCLA Investment Management Ltd | 348,029 | $174.8M | 2.87% | +28,845+9.0% | Added |
| Natixis | 346,896 | $174.2M | 0.59% | +132,207+61.6% | Added |
| D. E. Shaw & Co., Inc. | 346,769 | $174.1M | 0.21% | +249,733+257.4% | Added |
| Janney Montgomery Scott LLC | 344,571 | $173.0M | 0.67% | +4,731+1.4% | Added |
| Candriam Luxembourg S.C.A. | 341,291 | $171.4M | 1.09% | −20,869−5.8% | Reduced |
| State of Michigan Retirement System | 327,115 | $164.3M | 0.86% | +3,500+1.1% | Added |
| Bristol John W & Co Inc | 320,828 | $161.1M | 2.78% | −3,356−1.0% | Reduced |
| Tekla Capital Management LLC | 320,354 | $160.9M | 5.18% | +14,225+4.6% | Added |
| Gateway Investment Advisers LLC | 316,327 | $158.8M | 1.52% | −11,922−3.6% | Reduced |
| Bellevue Group AG | 312,281 | $156.8M | 1.62% | −25,701−7.6% | Reduced |
| CIBC World Markets Corp | 305,332 | $153.3M | 0.82% | −101,676−25.0% | Reduced |
| Nissay Asset Management Corp | 305,100 | $153.2M | 1.17% | +23,814+8.5% | Added |
| Congress Asset Management Co | 302,865 | $152.1M | 1.16% | −38,072−11.2% | Reduced |
| Advisor Group Holdings, Inc. | 298,462 | $150.0M | 0.28% | +19,707+7.1% | Added |
| Caisse de Depot Et Placement du Quebec | 298,177 | $149.7M | 0.32% | −483,443−61.9% | Reduced |
| Capitolis Advisors LLC | 294,850 | $148.1M | 0.88% | −108,077−26.8% | Reduced |
| Scotia Capital Inc. | 292,460 | $146.9M | 0.97% | +11,512+4.1% | Added |
| Boston Trust Walden Corp | 289,546 | $145.4M | 1.17% | +6,088+2.1% | Added |
| National Bank of Canada | 287,901 | $144.4M | 0.61% | +287,901 | New |
| Panagora Asset Management Inc | 286,213 | $143.7M | 0.76% | +59,697+26.4% | Added |
| Baird Financial Group, Inc. | 283,098 | $142.2M | 0.33% | +5,038+1.8% | Added |
| Alberta Investment Management Corp | 276,737 | $139.0M | 0.85% | +121,902+78.7% | Added |
| CIBC Asset Management Inc | 273,958 | $137.6M | 0.50% | +46,279+20.3% | Added |
| Teachers Retirement System of the State of Kentucky | 272,143 | $136.7M | 1.22% | −22,637−7.7% | Reduced |
| American International Group, Inc. | 272,074 | $136.6M | 0.68% | −1,986−0.7% | Reduced |
| OrbiMed Advisors LLC | 271,000 | $136.1M | 1.77% | −118,700−30.5% | Reduced |
| Carmignac Gestion | 270,612 | $135.9M | 1.91% | −54,591−16.8% | Reduced |
| Bahl & Gaynor Inc | 267,694 | $134.4M | 0.75% | +255+0.1% | Added |
| Amalgamated Bank | 265,179 | $133.2M | 0.98% | +13,009+5.2% | Added |
| Alleghany Corp | 263,560 | $132.3M | 3.85% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 261,967 | $132.1M | 0.58% | −3,514−1.3% | Reduced |
| Personal Capital Advisors Corp | 262,479 | $132.0M | 0.61% | +3,887+1.5% | Added |
| Pictet & Cie (Europe) SA | 262,495 | $131.8M | 4.50% | +3,018+1.2% | Added |
| Arizona State Retirement System | 258,247 | $129.7M | 0.99% | −4,916−1.9% | Reduced |
| Westwood Holdings Group Inc. | 254,976 | $128.0M | 1.15% | +5,928+2.4% | Added |
| Senator Investment Group LP | 250,000 | $125.5M | 2.43% | −50,000−16.7% | Reduced |
| USS Investment Management Ltd | 249,547 | $125.3M | 0.99% | 00.0% | Unchanged |
| Vantage Investment Partners, LLC | 249,254 | $125.2M | 6.40% | −33,460−11.8% | Reduced |
| Westpac Banking Corp | 251,155 | $123.7M | 1.28% | −9,425−3.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 245,522 | $123.3M | 1.09% | −13,578−5.2% | Reduced |
| Rock Springs Capital Management LP | 240,000 | $120.5M | 2.78% | 00.0% | Unchanged |
| Man Group plc | 237,281 | $119.1M | 0.38% | +38,366+19.3% | Added |
| Johnson Investment Counsel Inc | 237,087 | $119.1M | 1.46% | +14,831+6.7% | Added |
| Clark Capital Management Group, Inc. | 235,675 | $118.3M | 1.45% | +18,012+8.3% | Added |
| Atalanta Sosnoff Capital, LLC | 233,016 | $117.0M | 2.52% | −5,248−2.2% | Reduced |
| Vontobel Holding Ltd. | 231,237 | $116.6M | 0.97% | +5,705+2.5% | Added |
| Segall Bryant & Hamill, LLC | 226,475 | $113.8M | 1.05% | +6,207+2.8% | Added |
| Huntington National Bank | 224,551 | $112.8M | 1.03% | +5,291+2.4% | Added |
| Bristol Gate Capital Partners Inc. | 223,611 | $112.3M | 5.05% | +1,286+0.6% | Added |
| ING Groep NV | 222,416 | $111.7M | 1.00% | +82,058+58.5% | Added |
| Brave Warrior Advisors, LLC | 221,661 | $111.3M | 3.55% | −4,460−2.0% | Reduced |
| Factory Mutual Insurance Co | 246,200 | $111.2M | 1.61% | −41,517−14.4% | Reduced |
| Milestone Resources Group Ltd | 221,206 | $111.1M | 4.55% | 00.0% | Unchanged |
| Cincinnati Insurance Co | 220,081 | $110.5M | 1.99% | 00.0% | Unchanged |
| Sands Capital Management, LLC | 219,502 | $110.2M | 0.20% | −4,362−1.9% | Reduced |
| Wishbone Management, LP | 217,000 | $109.0M | 14.83% | −40,000−15.6% | Reduced |
| Virginia Retirement Systems Et Al | 216,280 | $108.6M | 1.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 213,717 | $107.3M | 0.40% | +23,101+12.1% | Added |
| DnB Asset Management AS | 213,650 | $107.3M | 0.63% | +9,590+4.7% | Added |
| Commonwealth Equity Services, LLC | 213,155 | $107.0M | 0.24% | +12,208+6.1% | Added |
| Rockefeller Capital Management L.P. | 209,062 | $105.0M | 0.49% | +1,202+0.6% | Added |
| MetLife Investment Management | 208,095 | $104.5M | 0.86% | −4,873−2.3% | Reduced |
| Forsta Ap-Fonden | 203,700 | $102.3M | 1.03% | −19,400−8.7% | Reduced |
| Regions Financial Corp | 203,545 | $102.2M | 0.80% | +22,454+12.4% | Added |
| GW&K Investment Management, LLC | 202,466 | $101.7M | 0.85% | −20,149−9.1% | Reduced |
| LGT Capital Partners Ltd. | 201,283 | $101.1M | 2.69% | −85,145−29.7% | Reduced |
| Davenport & Co LLC | 200,218 | $100.5M | 0.68% | +4,677+2.4% | Added |
| Morningstar Investment Services LLC | 197,738 | $99.3M | 1.10% | +4,685+2.4% | Added |
| Riverbridge Partners LLC | 197,591 | $99.2M | 0.98% | −5,615−2.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 197,174 | $99.0M | 0.48% | +38,311+24.1% | Added |
| Keybank National Association | 195,595 | $98.2M | 0.39% | +33,555+20.7% | Added |
| Thrivent Financial for Lutherans | 203,612 | $97.4M | 0.19% | +2,203+1.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 190,413 | $95.6M | 2.00% | +1,899+1.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 189,896 | $95.4M | 0.20% | −36,584−16.2% | Reduced |
| Abrams Bison Investments, LLC | 190,000 | $95.4M | 7.12% | −15,000−7.3% | Reduced |
| Pendal Group Limited | 189,798 | $95.3M | 0.76% | −154,152−44.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 188,857 | $94.8M | 0.20% | +182,624+2,930.0% | Added |
| PGGM Investments | 183,576 | $92.2M | 0.46% | −101,650−35.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 183,060 | $91.9M | 0.15% | +5,847+3.3% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 179,000 | $89.9M | 2.31% | 00.0% | Unchanged |
| Davis Selected Advisers | 178,719 | $89.7M | 0.42% | −8,309−4.4% | Reduced |
| Oregon Public Employees Retirement Fund | 177,410 | $89.1M | 0.98% | −16,253−8.4% | Reduced |
| Employees Retirement System of Texas | 175,525 | $88.1M | 0.98% | +2,362+1.4% | Added |
| Polar Capital Holdings Plc | 175,292 | $88.0M | 0.46% | −7,163−3.9% | Reduced |
| Cooke & Bieler LP | 172,486 | $86.6M | 0.74% | −23,906−12.2% | Reduced |
| TD Waterhouse Canada Inc. | 159,195 | $86.4M | 0.84% | +159,195 | New |
| Capital International Inc | 171,285 | $86.0M | 0.80% | −1,861−1.1% | Reduced |
| Utah Retirement Systems | 170,751 | $85.7M | 1.06% | +400+0.2% | Added |
| James Hambro & Partners | 170,341 | $85.5M | 5.81% | +9,907+6.2% | Added |
| Pinebridge Investments, L.P. | 168,353 | $84.5M | 0.86% | +80,939+92.6% | Added |
| Umb Bank N A | 166,256 | $83.5M | 1.05% | +20,947+14.4% | Added |
| Federated Hermes, Inc. | 164,299 | $82.5M | 0.15% | +7,952+5.1% | Added |
| Glenmede Trust Co NA | 163,321 | $82.0M | 0.39% | −16,325−9.1% | Reduced |
| CWM, LLC | 163,123 | $81.9M | 0.58% | +163,123 | New |
| Ferguson Wellman Capital Management, Inc | 161,012 | $80.9M | 2.36% | +2,872+1.8% | Added |