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, Q1 2022
Institutional positions in UnitedHealth Group Inc as of Mar 31, 2022. 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
- 2,966
- +95 vs. Q4 2021
- Shares held
- 821.4M
- −3.92M (−0.5%) vs. Q4 2021
- Total value
- $418.3B
- +$4.60B (+1.1%) vs. Q4 2021
- New holders
- 188
- 1,268 more added
- Sold out
- 93
- 1,138 more reduced
38 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 162,326 | $82.8M | 0.41% | −995−0.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 159,959 | $81.6M | 2.57% | −1,053−0.7% | Reduced |
| Penserra Capital Management LLC | 159,883 | $81.5M | 1.94% | +29,211+22.4% | Added |
| Great Lakes Advisors, LLC | 158,455 | $80.8M | 1.33% | +23,402+17.3% | Added |
| Gulf International Bank (UK) Ltd | 154,574 | $78.8M | 1.18% | 00.0% | Unchanged |
| HM Payson & Co | 153,865 | $78.5M | 1.79% | +4,652+3.1% | Added |
| Davis Selected Advisers | 153,093 | $78.1M | 0.39% | −25,626−14.3% | Reduced |
| Artemis Investment Management LLP | 151,762 | $77.3M | 0.63% | +17,672+13.2% | Added |
| Umb Bank N A | 150,914 | $77.0M | 1.02% | −15,342−9.2% | Reduced |
| IFM Investors Pty Ltd | 149,484 | $76.2M | 1.18% | +25,063+20.1% | Added |
| Swiss Life Asset Management Ltd | 149,398 | $76.2M | 1.07% | −8,387−5.3% | Reduced |
| Vaughan David Investments LLC | 145,674 | $74.3M | 2.19% | −858−0.6% | Reduced |
| Erste Asset Management GmbH | 143,459 | $74.2M | 1.42% | +5,855+4.3% | Added |
| Cambridge Trust Co | 142,183 | $72.5M | 2.54% | −1,518−1.1% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 141,358 | $72.1M | 1.26% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 140,750 | $71.8M | 0.76% | −2,814−2.0% | Reduced |
| Nicholas Company, Inc. | 140,700 | $71.8M | 1.28% | 00.0% | Unchanged |
| Martingale Asset Management L P | 139,270 | $71.0M | 1.07% | −6,227−4.3% | Reduced |
| Industrial Alliance Investment Management Inc. | 138,285 | $70.5M | 1.67% | +11,391+9.0% | Added |
| Captrust Financial Advisors | 136,200 | $69.5M | 0.45% | +30,436+28.8% | Added |
| Inverness Counsel LLC | 136,009 | $69.4M | 3.11% | −1,860−1.3% | Reduced |
| Varma Mutual Pension Insurance Co | 135,894 | $69.3M | 0.80% | +30,000+28.3% | Added |
| Mackay Shields LLC | 135,367 | $69.0M | 0.61% | −5,323−3.8% | Reduced |
| Yousif Capital Management, LLC | 134,264 | $68.5M | 0.74% | +2,214+1.7% | Added |
| Mutual of America Capital Management LLC | 133,471 | $68.1M | 0.72% | +1,331+1.0% | Added |
| Tredje AP-fonden | 133,328 | $68.0M | 1.39% | +3,000+2.3% | Added |
| Tiaa, FSB | 133,540 | $67.9M | 0.24% | −5,355−3.9% | Reduced |
| Colony Group LLC | 132,881 | $67.8M | 1.01% | +4,881+3.8% | Added |
| Samlyn Capital, LLC | 132,815 | $67.7M | 1.02% | +42,211+46.6% | Added |
| M&T Bank Corp | 132,256 | $67.4M | 0.30% | +2,815+2.2% | Added |
| United Capital Financial Advisers, LLC | 130,584 | $66.6M | 0.32% | +7,253+5.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 129,374 | $66.0M | 3.95% | −1,927−1.5% | Reduced |
| Connectus Wealth, LLC | 130,322 | $65.7M | 2.08% | −16,766−11.4% | Reduced |
| Oppenheimer Asset Management Inc. | 128,229 | $65.4M | 0.93% | −1,557−1.2% | Reduced |
| Daiwa Securities Group Inc. | 127,858 | $65.2M | 0.41% | −16,148−11.2% | Reduced |
| Financial Counselors Inc | 127,684 | $65.1M | 1.35% | +2,830+2.3% | Added |
| First Long Island Investors, LLC | 127,554 | $65.0M | 5.53% | −3,349−2.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 126,022 | $64.3M | 0.63% | +7,803+6.6% | Added |
| GWM Advisors LLC | 125,780 | $64.1M | 1.11% | +11,880+10.4% | Added |
| Bradley Foster & Sargent Inc | 124,376 | $63.4M | 1.35% | +4,779+4.0% | Added |
| Creative Planning | 124,374 | $63.4M | 0.10% | +23,510+23.3% | Added |
| Hardman Johnston Global Advisors LLC | 124,278 | $63.4M | 2.03% | −2,380−1.9% | Reduced |
| Avalon Investment & Advisory | 124,163 | $63.3M | 1.53% | +3,211+2.7% | Added |
| Liontrust Investment Partners LLP | 123,468 | $63.0M | 0.82% | −8,500−6.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 123,336 | $62.9M | 0.29% | +13,876+12.7% | Added |
| Mercer Global Advisors Inc | 123,169 | $62.8M | 0.37% | +6,749+5.8% | Added |
| Pinnacle Financial Partners Inc | 122,818 | $62.6M | 1.98% | +7,381+6.4% | Added |
| Commerce Bank | 122,242 | $62.3M | 0.43% | −2,517−2.0% | Reduced |
| Texas Permanent School Fund | 122,166 | $62.3M | 0.85% | −7,555−5.8% | Reduced |
| Norinchukin Bank, The | 121,820 | $62.1M | 0.83% | +2,160+1.8% | Added |
| Federation des caisses Desjardins du Quebec | 121,265 | $61.8M | 0.60% | +1,869+1.6% | Added |
| FDx Advisors, Inc. | 121,004 | $61.7M | 2.09% | +2,403+2.0% | Added |
| United Services Automobile Association | 119,773 | $61.1M | 1.14% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 119,764 | $61.1M | 1.07% | −3,786−3.1% | Reduced |
| Bartlett & Co. LLC | 119,764 | $61.1M | 1.07% | −3,786−3.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 118,456 | $60.4M | 4.50% | +617+0.5% | Added |
| Adams Diversified Equity Fund, Inc. | 117,700 | $60.0M | 2.39% | −15,700−11.8% | Reduced |
| Maryland Capital Management | 115,409 | $58.9M | 3.69% | −2,264−1.9% | Reduced |
| Abeille Asset Management SA | 115,087 | $58.7M | 1.68% | +115,087 | New |
| Nippon Life Global Investors Americas, Inc. | 113,860 | $58.1M | 3.10% | −15,670−12.1% | Reduced |
| Citadel Advisors LLC | 113,518 | $57.9M | 0.07% | −5,424−4.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 113,447 | $57.9M | 0.90% | +74+0.1% | Added |
| Polaris Capital Management, LLC | 112,356 | $57.3M | 1.82% | −5,700−4.8% | Reduced |
| Ardevora Asset Management LLP | 112,072 | $57.2M | 0.74% | −42,442−27.5% | Reduced |
| PFM Health Sciences, LP | 111,554 | $56.9M | 2.20% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 111,213 | $56.7M | 0.34% | −29,875−21.2% | Reduced |
| MML Investors Services, LLC | 110,405 | $56.3M | 0.40% | +15,647+16.5% | Added |
| Provident Investment Management, Inc. | 109,106 | $55.6M | 5.33% | −1,108−1.0% | Reduced |
| Robeco Schweiz AG | 108,756 | $55.5M | 0.78% | +3,068+2.9% | Added |
| Credential Qtrade Securities Inc. | 108,238 | $55.2M | 3.49% | +7,129+7.1% | Added |
| Bridges Investment Management Inc | 108,193 | $55.2M | 1.71% | +534+0.5% | Added |
| Thrivent Financial for Lutherans | 107,140 | $54.6M | 0.11% | −96,472−47.4% | Reduced |
| Alyeska Investment Group, L.P. | 107,100 | $54.6M | 0.60% | −4,900−4.4% | Reduced |
| Marsico Capital Management LLC | 106,464 | $54.3M | 1.89% | +106,464 | New |
| Cornerstone Investment Partners, LLC | 106,415 | $54.3M | 3.10% | +38,169+55.9% | Added |
| Fullerton Fund Management Co Ltd. | 105,333 | $53.7M | 2.84% | +101,441+2,606.4% | Added |
| Cookson Peirce & Co Inc | 105,264 | $53.7M | 3.14% | +9,613+10.1% | Added |
| Premier Fund Managers Ltd | 103,000 | $53.6M | 1.88% | 00.0% | Unchanged |
| Border to Coast Pensions Partnership Ltd | 105,152 | $53.5M | 1.52% | −4,869−4.4% | Reduced |
| Van Eck Associates Corp | 104,810 | $53.5M | 0.11% | +8,202+8.5% | Added |
| Zacks Investment Management | 104,427 | $53.3M | 0.74% | +1,785+1.7% | Added |
| MAI Capital Management | 103,638 | $52.9M | 0.90% | +2,482+2.5% | Added |
| Commerzbank Aktiengesellschaft | 103,228 | $52.6M | 2.99% | +1,836+1.8% | Added |
| Cullen/Frost Bankers, Inc. | 103,004 | $52.5M | 1.02% | +2,062+2.0% | Added |
| Banco Santander, S.A. | 102,174 | $52.1M | 0.56% | +6,687+7.0% | Added |
| Covington Capital Management | 101,664 | $51.8M | 1.86% | +4,011+4.1% | Added |
| Kestra Advisory Services, LLC | 101,159 | $51.6M | 0.54% | +2,272+2.3% | Added |
| Capitolis Advisors LLC | 101,067 | $51.5M | 2.59% | −193,783−65.7% | Reduced |
| Beacon Pointe Advisors, LLC | 100,256 | $51.1M | 0.70% | +62,646+166.6% | Added |
| Gabelli Funds LLC | 96,130 | $49.0M | 0.32% | −36,220−27.4% | Reduced |
| Acadian Asset Management LLC | 95,756 | $48.8M | 0.20% | +14,982+18.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 95,307 | $48.6M | 6.69% | +2,046+2.2% | Added |
| Brinker Capital Investments, LLC | 94,980 | $48.4M | 0.75% | +569+0.6% | Added |
| Hartford Investment Management Co | 94,670 | $48.3M | 1.26% | −6,584−6.5% | Reduced |
| NS Partners Ltd | 94,368 | $48.1M | 2.56% | −4,592−4.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 93,682 | $47.8M | 0.17% | −95,175−50.4% | Reduced |
| Douglas Lane & Associates, LLC | 93,608 | $47.7M | 0.67% | −1,359−1.4% | Reduced |
| Qube Research & Technologies Ltd | 93,598 | $47.7M | 0.43% | +76,308+441.3% | Added |
| Smith Chas P & Associates Pa Cpas | 92,126 | $47.0M | 3.55% | +21,751+30.9% | Added |
| Payden & Rygel | 91,010 | $46.4M | 2.34% | +34,300+60.5% | Added |