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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 94,758 | $47.6M | 0.34% | +6,153+6.9% | Added |
| Brinker Capital Investments, LLC | 94,411 | $47.4M | 0.69% | −9,278−8.9% | Reduced |
| Northwest & Ethical Investments L.P. | 93,328 | $46.9M | 1.38% | +12,877+16.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 93,261 | $46.8M | 5.93% | −2,097−2.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 91,866 | $46.5M | 3.30% | +91,866 | New |
| Montag & Caldwell, LLC | 91,996 | $46.2M | 4.46% | −11,520−11.1% | Reduced |
| Aureus Asset Management, LLC | 91,520 | $46.0M | 2.84% | +1,649+1.8% | Added |
| Petrus Trust Company, LTA | 91,425 | $45.9M | 5.36% | 00.0% | Unchanged |
| Samlyn Capital, LLC | 90,604 | $45.5M | 0.70% | −51,263−36.1% | Reduced |
| Todd Asset Management LLC | 90,027 | $45.2M | 0.97% | −4,526−4.8% | Reduced |
| Vigilant Capital Management, LLC | 89,294 | $44.8M | 3.14% | +575+0.6% | Added |
| Tokio Marine Asset Management Co Ltd | 89,190 | $44.8M | 3.54% | −1,755−1.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 89,088 | $44.7M | 0.97% | +255+0.3% | Added |
| Campbell Newman Asset Management Inc | 88,752 | $44.6M | 3.97% | −1,882−2.1% | Reduced |
| Ancora Advisors, LLC | 87,489 | $43.9M | 1.05% | +3,423+4.1% | Added |
| Bokf, NA | 87,046 | $43.7M | 0.68% | +2,546+3.0% | Added |
| Bowen Hanes & Co Inc | 86,835 | $43.6M | 1.23% | +4,950+6.0% | Added |
| Auxier Asset Management | 86,645 | $43.5M | 6.75% | −189−0.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 85,549 | $43.0M | 3.84% | −4,583−5.1% | Reduced |
| Hantz Financial Services, Inc. | 84,438 | $42.4M | 1.22% | +4,888+6.1% | Added |
| Cornerstone Advisors, LLC | 84,000 | $42.2M | 2.29% | 00.0% | Unchanged |
| Xponance, Inc. | 83,964 | $42.2M | 0.66% | +4,196+5.3% | Added |
| Capital Advisors Inc | 82,597 | $41.5M | 1.11% | +1,954+2.4% | Added |
| Eagle Ridge Investment Management | 82,453 | $41.4M | 4.33% | −1,255−1.5% | Reduced |
| Governors Lane LP | 81,600 | $41.0M | 2.96% | −12,100−12.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 81,123 | $40.7M | 2.60% | +13,805+20.5% | Added |
| Acadian Asset Management LLC | 80,774 | $40.5M | 0.15% | −2,627−3.1% | Reduced |
| Whittier Trust Co | 80,560 | $40.5M | 0.66% | +1,875+2.4% | Added |
| Minneapolis Portfolio Management Group, LLC | 80,442 | $40.4M | 4.30% | −1,476−1.8% | Reduced |
| Wesbanco Bank Inc | 80,098 | $40.2M | 1.45% | +528+0.7% | Added |
| Jefferies Group LLC | 80,070 | $40.2M | 0.75% | +1,955+2.5% | Added |
| Securian Asset Management, Inc | 79,343 | $39.8M | 0.74% | −1,002−1.2% | Reduced |
| Central Trust Co | 79,250 | $39.8M | 1.12% | −143−0.2% | Reduced |
| Private Advisor Group, LLC | 78,813 | $39.6M | 0.30% | −33,140−29.6% | Reduced |
| First Foundation Advisors | 78,681 | $39.5M | 1.36% | +20,570+35.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 78,662 | $39.5M | 0.51% | −3,213−3.9% | Reduced |
| Gradient Investments LLC | 78,401 | $39.4M | 1.00% | +32,482+70.7% | Added |
| Locust Wood Capital Advisers, LLC | 78,016 | $39.2M | 2.21% | +10,387+15.4% | Added |
| Sit Investment Associates Inc | 77,929 | $39.1M | 0.92% | −3,622−4.4% | Reduced |
| TPI Fund Managers Ltd | 77,189 | $38.8M | 4.77% | +468+0.6% | Added |
| O'Shaughnessy Asset Management, LLC | 77,089 | $38.7M | 0.69% | +2,650+3.6% | Added |
| Chilton Capital Management LLC | 76,978 | $38.7M | 1.97% | −402−0.5% | Reduced |
| AE Wealth Management LLC | 76,761 | $38.5M | 0.27% | +11,243+17.2% | Added |
| Flputnam Investment Management Co | 76,743 | $38.5M | 1.18% | +323+0.4% | Added |
| Renaissance Group LLC | 76,024 | $38.2M | 1.55% | −2,845−3.6% | Reduced |
| Pictet North America Advisors SA | 75,717 | $38.0M | 3.74% | +322+0.4% | Added |
| Cerity Partners LLC | 8,926 | $37.7M | 0.57% | −57,363−86.5% | Reduced |
| Ossiam | 74,968 | $37.6M | 0.99% | +24,982+50.0% | Added |
| Galvin, Gaustad & Stein, LLC | 74,631 | $37.5M | 3.24% | +1,742+2.4% | Added |
| Stephens Inc | 74,486 | $37.4M | 0.57% | −1,220−1.6% | Reduced |
| People's United Financial, Inc. | 74,433 | $37.4M | 0.90% | −8,052−9.8% | Reduced |
| MUFG Americas Holdings Corp | 74,122 | $37.2M | 0.70% | +1,400+1.9% | Added |
| Atria Investments LLC | 73,694 | $37.0M | 0.66% | +5,042+7.3% | Added |
| Bailard, Inc. | 73,556 | $36.9M | 1.18% | +549+0.8% | Added |
| Nomura Holdings Inc | 74,153 | $36.7M | 0.21% | −11,930−13.9% | Reduced |
| Tower Research Capital LLC (TRC) | 72,968 | $36.6M | 0.63% | +32,528+80.4% | Added |
| Chartwell Investment Partners, LLC | 72,266 | $36.3M | 1.06% | −3,761−4.9% | Reduced |
| Wealthfront Advisers LLC | 72,263 | $36.3M | 0.15% | +4,768+7.1% | Added |
| Allstate Corp | 72,076 | $36.2M | 0.69% | +41,302+134.2% | Added |
| Maryland State Retirement & Pension System | 72,064 | $36.2M | 0.95% | +300+0.4% | Added |
| River Road Asset Management, LLC | 72,049 | $36.2M | 0.39% | −11,860−14.1% | Reduced |
| Eastern Bank | 72,048 | $36.2M | 1.58% | +1,633+2.3% | Added |
| Cumberland Partners Ltd | 71,704 | $36.0M | 2.53% | +2,149+3.1% | Added |
| SP Asset Management | 76,566 | $35.9M | 3.59% | +4,177+5.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 70,841 | $35.7M | 0.46% | +70,841 | New |
| Elo Mutual Pension Insurance Co | 70,964 | $35.6M | 0.98% | +5,246+8.0% | Added |
| Fulton Breakefield Broenniman LLC | 70,562 | $35.4M | 2.62% | +289+0.4% | Added |
| Smith Chas P & Associates Pa Cpas | 70,375 | $35.3M | 2.41% | +615+0.9% | Added |
| Braun Stacey Associates Inc | 70,186 | $35.2M | 1.29% | +3,172+4.7% | Added |
| Bowie Capital Management, LLC | 69,755 | $35.0M | 4.05% | +4,138+6.3% | Added |
| RMB Capital Management, LLC | 68,961 | $34.6M | 1.04% | −110.0% | Reduced |
| SG Americas Securities, LLC | 68,697 | $34.5M | 0.23% | +42,813+165.4% | Added |
| Cornerstone Investment Partners, LLC | 68,246 | $34.3M | 1.90% | +68,246 | New |
| Fiduciary Trust Co | 67,598 | $33.9M | 0.56% | −389−0.6% | Reduced |
| Woodline Partners LP | 67,398 | $33.8M | 0.50% | −3,573−5.0% | Reduced |
| Heritage Investors Management Corp | 67,347 | $33.8M | 1.31% | −1,124−1.6% | Reduced |
| Raymond James Trust N.A. | 67,194 | $33.7M | 1.00% | −860−1.3% | Reduced |
| Shell Asset Management Co | 67,036 | $33.7M | 0.69% | +5,733+9.4% | Added |
| Ashfield Capital Partners, LLC | 66,726 | $33.5M | 2.15% | −1,366−2.0% | Reduced |
| Community Trust & Investment Co | 66,703 | $33.5M | 2.59% | −111−0.2% | Reduced |
| Regentatlantic Capital LLC | 66,602 | $33.4M | 0.93% | +188+0.3% | Added |
| Coronation Fund Managers Ltd. | 66,453 | $33.4M | 1.22% | +2,971+4.7% | Added |
| Synovus Financial Corp | 66,168 | $33.3M | 0.33% | −4,439−6.3% | Reduced |
| AltraVue Capital, LLC | 65,960 | $33.1M | 4.38% | +13,070+24.7% | Added |
| Associated Banc-Corp | 64,999 | $32.6M | 1.20% | −367−0.6% | Reduced |
| Roosevelt Investment Group LLC | 64,782 | $32.5M | 1.80% | +462+0.7% | Added |
| Lido Advisors, LLC | 64,426 | $32.4M | 0.62% | +44+0.1% | Added |
| Davis R M Inc | 64,416 | $32.3M | 0.72% | −803−1.2% | Reduced |
| Burney Co | 64,349 | $32.3M | 1.39% | −1,336−2.0% | Reduced |
| Heritage Wealth Advisors | 62,859 | $31.6M | 1.73% | +3,619+6.1% | Added |
| PFS Investments Inc. | 62,699 | $31.5M | 0.61% | −5,570−8.2% | Reduced |
| Sabal Trust CO | 62,578 | $31.4M | 2.00% | −473−0.8% | Reduced |
| Farmers & Merchants Investments Inc | 62,330 | $31.3M | 1.17% | +1,258+2.1% | Added |
| NFJ Investment Group, LLC | 61,994 | $31.1M | 0.57% | −3,497−5.3% | Reduced |
| Rockland Trust Co | 61,576 | $30.9M | 1.97% | −112−0.2% | Reduced |
| Artisan Partners Limited Partnership | 61,485 | $30.9M | 0.04% | +61,485 | New |
| Cetera Advisor Networks LLC | 61,464 | $30.9M | 0.38% | +1,720+2.9% | Added |
| TownSquare Capital, LLC | 61,458 | $30.9M | 0.77% | +5,395+9.6% | Added |
| Williams Jones Wealth Management, LLC. | 61,270 | $30.8M | 0.38% | −195−0.3% | Reduced |
| Spire Wealth Management | 60,342 | $30.5M | 0.68% | +7,726+14.7% | Added |