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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 157,785 | $79.2M | 1.03% | −9,291−5.6% | Reduced |
| Gulf International Bank (UK) Ltd | 154,574 | $77.6M | 1.10% | −31,948−17.1% | Reduced |
| Ardevora Asset Management LLP | 154,514 | $77.6M | 0.83% | −500−0.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 151,004 | $75.8M | 0.09% | +128,876+582.4% | Added |
| HM Payson & Co | 149,213 | $74.9M | 1.63% | +6,030+4.2% | Added |
| Connectus Wealth, LLC | 147,088 | $74.1M | 2.87% | +147,088 | New |
| Vaughan David Investments LLC | 146,532 | $73.6M | 2.15% | −3,694−2.5% | Reduced |
| Argent Capital Management LLC | 145,875 | $73.3M | 2.12% | +145,875 | New |
| CIBC World Markets Inc. | 145,535 | $73.1M | 0.24% | +1,619+1.1% | Added |
| Martingale Asset Management L P | 145,497 | $73.1M | 0.94% | −12,585−8.0% | Reduced |
| Daiwa Securities Group Inc. | 144,006 | $72.3M | 0.43% | +13,258+10.1% | Added |
| Cambridge Trust Co | 143,701 | $72.2M | 2.33% | +347+0.2% | Added |
| State of Alaska, Department of Revenue | 143,564 | $72.1M | 0.70% | −13,287−8.5% | Reduced |
| Comerica Bank | 157,243 | $71.8M | 0.53% | −217,583−58.0% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 141,358 | $71.0M | 1.08% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 141,088 | $70.8M | 0.37% | −7,248−4.9% | Reduced |
| Nicholas Company, Inc. | 140,700 | $70.7M | 1.15% | −100.0% | Reduced |
| Mackay Shields LLC | 140,690 | $70.6M | 0.59% | −3,364−2.3% | Reduced |
| Tiaa, FSB | 138,895 | $69.5M | 0.23% | −2,146−1.5% | Reduced |
| Erste Asset Management GmbH | 137,604 | $69.5M | 1.25% | +7,095+5.4% | Added |
| Inverness Counsel LLC | 137,869 | $69.2M | 2.55% | −25,238−15.5% | Reduced |
| Great Lakes Advisors, LLC | 135,053 | $67.8M | 1.03% | +13,026+10.7% | Added |
| Artemis Investment Management LLP | 134,090 | $67.3M | 0.49% | +4,493+3.5% | Added |
| Adams Diversified Equity Fund, Inc. | 133,400 | $67.0M | 2.54% | −16,300−10.9% | Reduced |
| Gabelli Funds LLC | 132,350 | $66.5M | 0.42% | +75,050+131.0% | Added |
| Mutual of America Capital Management LLC | 132,140 | $66.4M | 0.67% | +150+0.1% | Added |
| Yousif Capital Management, LLC | 132,050 | $66.3M | 0.69% | +132,050 | New |
| Liontrust Investment Partners LLP | 131,968 | $66.3M | 0.79% | −200−0.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 131,301 | $65.9M | 3.53% | +2,279+1.8% | Added |
| First Long Island Investors, LLC | 130,903 | $65.7M | 5.16% | −263−0.2% | Reduced |
| Penserra Capital Management LLC | 130,672 | $65.6M | 1.40% | +27,114+26.2% | Added |
| Tredje AP-fonden | 130,328 | $65.4M | 1.27% | −3,973−3.0% | Reduced |
| Oppenheimer Asset Management Inc. | 129,786 | $65.2M | 0.86% | −1,692−1.3% | Reduced |
| Texas Permanent School Fund | 129,721 | $65.1M | 0.80% | −15,944−10.9% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 129,530 | $65.0M | 3.07% | −3,100−2.3% | Reduced |
| M&T Bank Corp | 129,441 | $65.0M | 0.27% | −677−0.5% | Reduced |
| Colony Group LLC | 128,000 | $64.3M | 1.13% | +2,565+2.0% | Added |
| Industrial Alliance Investment Management Inc. | 126,894 | $63.7M | 1.47% | +126,894 | New |
| Hardman Johnston Global Advisors LLC | 126,658 | $63.6M | 1.72% | +4,393+3.6% | Added |
| Financial Counselors Inc | 124,854 | $62.7M | 1.29% | −4,983−3.8% | Reduced |
| Commerce Bank | 124,759 | $62.6M | 0.41% | −1,093−0.9% | Reduced |
| IFM Investors Pty Ltd | 124,421 | $62.5M | 1.15% | −984−0.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 123,550 | $62.0M | 1.05% | +3,644+3.0% | Added |
| Bartlett & Co. LLC | 123,550 | $62.0M | 1.05% | +3,644+3.0% | Added |
| United Capital Financial Advisers, LLC | 123,331 | $61.9M | 0.29% | +1,629+1.3% | Added |
| Avidity Partners Management LP | 123,100 | $61.8M | 1.31% | +123,100 | New |
| Avalon Investment & Advisory | 120,952 | $60.7M | 1.50% | −10,308−7.9% | Reduced |
| Rhenman & Partners Asset Management AB | 120,000 | $60.5M | 4.03% | −5,000−4.0% | Reduced |
| BNP Paribas Arbitrage, SA | 120,005 | $60.3M | 0.14% | −291,978−70.9% | Reduced |
| United Services Automobile Association | 119,773 | $60.1M | 1.01% | −753−0.6% | Reduced |
| Norinchukin Bank, The | 119,660 | $60.1M | 0.76% | −3,282−2.7% | Reduced |
| Bradley Foster & Sargent Inc | 119,597 | $60.1M | 1.25% | +7,869+7.0% | Added |
| Federation des caisses Desjardins du Quebec | 119,396 | $60.0M | 0.59% | +2,678+2.3% | Added |
| Citadel Advisors LLC | 118,942 | $59.7M | 0.06% | −249,409−67.7% | Reduced |
| FDx Advisors, Inc. | 118,601 | $59.6M | 1.65% | +7,101+6.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 118,219 | $59.4M | 0.62% | +560.0% | Added |
| Polaris Capital Management, LLC | 118,056 | $59.3M | 1.91% | −3,400−2.8% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 117,839 | $59.2M | 4.12% | +5,345+4.8% | Added |
| Maryland Capital Management | 117,673 | $59.1M | 3.19% | +470+0.4% | Added |
| Mercer Global Advisors Inc | 116,420 | $58.5M | 0.36% | +6,980+6.4% | Added |
| Pinnacle Financial Partners Inc | 115,437 | $58.0M | 1.81% | +14,369+14.2% | Added |
| Jane Street Group, LLC | 114,979 | $57.7M | 0.11% | +27,245+31.1% | Added |
| GWM Advisors LLC | 113,900 | $57.2M | 0.86% | +76,875+207.6% | Added |
| Steward Partners Investment Advisory, LLC | 113,373 | $56.9M | 0.87% | +9,027+8.7% | Added |
| Douglass Winthrop Advisors, LLC | 112,841 | $56.7M | 1.27% | +99,698+758.6% | Added |
| Alyeska Investment Group, L.P. | 112,000 | $56.2M | 0.65% | +112,000 | New |
| PFM Health Sciences, LP | 111,554 | $56.0M | 1.95% | −33,741−23.2% | Reduced |
| WestEnd Advisors, LLC | 110,276 | $55.4M | 1.51% | – | – |
| Provident Investment Management, Inc. | 110,214 | $55.3M | 4.99% | −77−0.1% | Reduced |
| Border to Coast Pensions Partnership Ltd | 110,021 | $55.2M | 1.86% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 109,858 | $55.2M | 0.75% | −3,015−2.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 109,460 | $55.0M | 0.25% | +3,302+3.1% | Added |
| South Dakota Investment Council | 108,660 | $54.6M | 0.91% | −6,700−5.8% | Reduced |
| Bridges Investment Management Inc | 107,659 | $54.1M | 1.58% | +1,277+1.2% | Added |
| Varma Mutual Pension Insurance Co | 105,894 | $53.2M | 0.77% | +15,000+16.5% | Added |
| Captrust Financial Advisors | 105,764 | $53.1M | 0.36% | +8,729+9.0% | Added |
| Robeco Schweiz AG | 105,688 | $53.1M | 0.69% | +15,208+16.8% | Added |
| Chilton Investment Co LLC | 104,763 | $52.6M | 1.11% | +24,721+30.9% | Added |
| Redmile Group, LLC | 104,488 | $52.5M | 1.19% | −16,222−13.4% | Reduced |
| Premier Fund Managers Ltd | 103,000 | $52.0M | 1.67% | 00.0% | Unchanged |
| Zacks Investment Management | 102,642 | $51.5M | 0.72% | +1,952+1.9% | Added |
| Commerzbank Aktiengesellschaft | 101,392 | $50.9M | 2.89% | +375+0.4% | Added |
| First Eagle Investment Management, LLC | 101,264 | $50.8M | 0.13% | −4,257−4.0% | Reduced |
| Hartford Investment Management Co | 101,254 | $50.8M | 1.17% | +8,187+8.8% | Added |
| MAI Capital Management | 101,156 | $50.8M | 0.83% | +5,628+5.9% | Added |
| Credential Qtrade Securities Inc. | 101,109 | $50.8M | 3.43% | +4,718+4.9% | Added |
| Cullen/Frost Bankers, Inc. | 100,942 | $50.7M | 0.96% | −3,048−2.9% | Reduced |
| Creative Planning | 100,864 | $50.6M | 0.08% | +2,448+2.5% | Added |
| Kiwi Wealth Investments Limited Partnership | 100,859 | $50.6M | 2.40% | +21,729+27.5% | Added |
| Worldquant Millennium Advisors LLC | 100,038 | $50.2M | 1.00% | +11,411+12.9% | Added |
| Edgar Lomax Co | 99,758 | $50.1M | 3.00% | −960−1.0% | Reduced |
| ClariVest Asset Management LLC | 99,483 | $50.0M | 1.54% | −2,600−2.5% | Reduced |
| Veritas Investment Management (UK) Ltd | 99,122 | $49.8M | 7.68% | −10,419−9.5% | Reduced |
| NS Partners Ltd | 98,960 | $49.7M | 2.33% | −1,141−1.1% | Reduced |
| Kestra Advisory Services, LLC | 98,887 | $49.7M | 0.50% | −134−0.1% | Reduced |
| Covington Capital Management | 97,653 | $49.0M | 1.69% | −1,075−1.1% | Reduced |
| Van Eck Associates Corp | 96,608 | $48.5M | 0.11% | −3,092−3.1% | Reduced |
| Cookson Peirce & Co Inc | 95,651 | $48.0M | 2.67% | +2,393+2.6% | Added |
| Banco Santander, S.A. | 95,487 | $47.9M | 0.26% | +6,415+7.2% | Added |
| Douglas Lane & Associates, LLC | 94,967 | $47.7M | 0.63% | −1,164−1.2% | Reduced |