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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.

Q3 2021 vs. Q2 2021

How the institutions holding UnitedHealth Group Inc changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of UNH: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders2,592392,573+20
Shares824.3M1.89M823.3M+825.8K (+0.1%)
Value$330.1B$756.3M$321.7B−$7.70B (−2.3%)

39 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (122)

Institutions that held UnitedHealth Group Inc at the end of Q3 2021 but not at the end of Q2 2021.

Showing the largest 100 of 122 by value.

Institutions new to UNH in Q3 2021
InstitutionSharesValue% of portfolio
Pictet Asset Management SA1,128,550$441.0M0.49%
Capital Group Private Client Services, Inc.525,536$205.3M2.38%
Natixis214,689$83.9M0.29%
Liontrust Investment Partners LLP132,168$51.6M0.71%
Bokf, NA84,500$33.0M0.57%
Westfield Capital Management Co LP57,014$22.3M0.13%
Wedgewood Partners Inc51,972$20.3M2.86%
Skye Global Management LP45,800$17.9M0.30%
Badgley Phelps Wealth Managers, LLC43,233$16.9M0.61%
Soros Fund Management LLCSuperinvestorSoros Fund Management40,001$15.6M0.31%
Smith Group Asset Management, LLC33,359$13.0M0.67%
Columbus Point LLP28,253$11.0M5.26%
Mirabella Financial Services LLP27,254$10.7M1.40%
Strong Tower Advisory Services21,169$8.54M4.97%
U.S. Capital Wealth Advisors, LLC21,204$8.29M0.36%
Churchill Management Corp17,156$6.70M0.10%
HAP Trading, LLC14,150$5.53M0.41%
Claudia M.P. Batlle, CRP (R) LLC13,654$5.34M2.54%
AlphaStar Capital Management, LLC8,939$3.95M0.27%
IMC-Chicago, LLC10,047$3.93M0.32%
Steadfast Capital Management (UK) Ltd.9,406$3.67M4.32%
Studio Investment Management LLC9,045$3.53M1.52%
Twinbeech Capital LP7,876$3.08M0.22%
Tealwood Asset Management Inc6,980$2.73M1.10%
Pearl River Capital, LLC6,377$2.49M0.68%
Swaine & Leidel Wealth Services, LLC6,030$2.36M2.08%
Transcend Wealth Collective, LLC4,694$2.13M0.19%
Caxton Associates LP5,126$2.00M0.28%
Regency Capital Management Inc.5,065$1.98M1.39%
Ascendant Capital Management, LLC5,000$1.95M1.48%
Sciencast Management LP4,688$1.87M0.53%
US Asset Management LLC4,197$1.64M1.59%
Wolf Group Capital Advisors4,161$1.63M0.89%
Kozak & Associates, Inc.3,546$1.60M0.94%
Wolverine Trading, LLC3,953$1.58M0.03%
SRB Corp4,007$1.57M0.09%
BFSG, LLC3,955$1.54M0.24%
Giverny Capital Inc.SuperinvestorGiverny Capital3,820$1.49M0.09%
Cordatus Wealth Management LLC3,285$1.28M0.99%
Enlightenment Research, LLC3,200$1.25M1.53%
San Luis Wealth Advisors LLC3,134$1.23M0.68%
Ferris Capital, LLC2,601$1.19M0.26%
IAM Advisory, LLC2,729$1.10M0.47%
Herold Advisors, Inc.2,805$1.10M0.43%
ARS Wealth Advisors Group, LLC2,719$1.06M0.19%
Patton Albertson Miller Group, LLC2,704$1.06M0.20%
Psagot Value Holdings Ltd. / (Israel)2,555$998.0K0.17%
E Fund Management Co., Ltd.2,390$934.0K0.04%
Genesee Capital Advisors, LLC2,085$815.0K0.40%
Epiq Partners, LLC2,000$781.0K0.36%
Advus Financial Partners, LLC1,491$748.7K0.41%
First Affirmative Financial Network1,810$707.0K0.73%
ODonnell Financial Services, LLC1,753$685.0K0.33%
Bayesian Capital Management, LP1,654$646.0K0.19%
Alethea Capital Management, LLC1,597$624.0K0.55%
OneAscent Financial Services LLC1,588$621.0K0.83%
Five Oceans Advisors1,572$614.0K0.71%
Blueprint Investment Partners LLC1,569$613.0K0.31%
Botty Investors LLC1,508$589.0K0.18%
Baxter Bros Inc1,463$572.0K0.09%
Machina Capital S.A.S.1,459$570.0K1.23%
JB Capital LLC1,428$558.0K0.07%
Sather Financial Group Inc1,400$547.0K0.06%
Antonetti Capital Management LLC1,374$537.0K0.44%
McElhenny Sheffield Capital Management, LLC1,265$494.0K0.22%
One Wealth Advisors, LLC1,242$485.0K0.14%
Farmers National Bank1,329$466.1K0.19%
Ninepoint Partners LP1,164$455.0K0.16%
Stony Point Wealth Management Inc.1,146$448.0K0.27%
Kalos Management, Inc.928$429.0K0.12%
Klingenstein Fields & Co LP1,053$411.0K0.02%
Toews Corp1,000$391.0K0.05%
Crabel Capital Management, LLC972$380.0K0.12%
CFS Investment Advisory Services, LLC937$366.0K0.05%
Good Life Advisors, LLC930$363.0K0.05%
Fma Advisory Inc917$358.0K0.13%
XR Securities LLC849$332.0K0.30%
ERn Financial, LLC844$330.0K0.08%
Marathon Capital Management841$329.0K0.07%
New World Advisors LLC711$319.0K0.15%
Wolverine Asset Management LLC768$300.0K0.00%
Wealth Dimensions Group, Ltd.751$294.0K0.19%
Fox Run Management, L.L.C.738$288.0K0.18%
Independent Solutions Wealth Management, LLC722$282.1K0.07%
Walleye Trading LLC718$281.0K0.01%
Independent Wealth Network Inc.613$280.0K0.18%
Oxford Financial Group Ltd699$273.0K0.03%
Diamant Asset Management, Inc.680$266.0K0.22%
Octavia Wealth Advisors, LLC686$266.0K0.07%
Security National Bank of So Dak651$254.0K0.19%
Well Done, LLC598$234.0K0.05%
Onyx Bridge Wealth Group LLC545$232.0K0.09%
Essex LLC592$231.0K0.06%
Zeke Capital Advisors, LLC564$220.0K0.01%
Blue Barn Wealth, LLC554$216.0K0.19%
Loveless Wealth Management LLC549$215.0K0.13%
Alamar Capital Management, LLC547$214.0K0.17%
Burns Matteson Capital Management, LLC544$212.5K0.16%
Dash Acquisitions Inc.541$211.0K0.11%
Wells Trecaso Financial Group, LLC525$205.0K0.10%

Sold out (102)

Institutions that held UnitedHealth Group Inc at the end of Q2 2021 and filed for Q3 2021 without it.

Showing the largest 100 of 102 by value.

Institutions that sold out of UNH in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Brandywine Global Investment Management, LLC799,290$320.1M
Sculptor Capital LP657,727$263.4M
Renaissance Technologies LLC394,435$157.9M
HRT Financial LP219,161$87.8M
Sound Shore Management Inc168,049$67.3M
Natixis Investment Managers International137,035$54.9M
Ergoteles LLC125,441$50.2M
BP PLC85,091$34.1M
MSD Partners, L.P.56,246$22.5M
Moore Capital Management, LP48,713$19.5M
Two Sigma Advisers, LP48,400$19.4M
SeaTown Holdings Pte. Ltd.36,000$14.4M
Weiss Asset Management LP35,722$14.3M
Quantitative Investment Management, LLC33,685$13.5M
PointState Capital LP30,000$12.0M
Tamarack Advisers, LP30,000$12.0M
Clough Capital Partners L P28,990$11.6M
Parkwood LLC15,403$6.17M
Ally Financial Inc.12,000$4.80M
Y-Intercept (Hong Kong) Ltd11,088$4.44M
Jump Financial, LLC8,451$3.38M
Schonfeld Strategic Advisors LLC7,375$2.95M
Maverick Capital LtdSuperinvestorMaverick Capital7,247$2.90M
SageGuard Financial Group, LLC7,233$2.90M
Claybrook Capital, LLC7,192$2.88M
Brendel Financial Advisors LLC6,774$2.71M
Lake Street Advisors Group, LLC6,606$2.68M
PRW Wealth Management LLC6,532$2.62M
Virtu Financial LLC6,422$2.57M
Origin Asset Management LLP6,057$2.42M
Spouting Rock Asset Management, LLC5,554$2.22M
Integral Health Asset Management, LLC5,000$2.00M
Aigen Investment Management, LP4,892$1.96M
Centre Asset Management, LLC4,710$1.89M
Atom Investors LP4,303$1.72M
HBK Investments L P3,800$1.52M
CPWM, LLC3,538$1.42M
Trust Co of Oklahoma3,527$1.41M
DRW Securities, LLC3,310$1.32M
united american securities inc. (d/b/a uas asset management)2,000$801.0K
Redhawk Wealth Advisors, Inc.1,926$771.0K
Colonial River Wealth Management, LLC1,892$758.0K
KLK Capital Management LLC1,854$742.0K
Letko, Brosseau & Associates Inc1,850$741.0K
Maven Securities LTD1,838$736.0K
Highland Capital Management Fund Advisors, L.P.1,712$686.0K
Paragon Capital Management Ltd1,365$547.0K
Campbell & CO Investment Adviser LLC1,245$499.0K
Alpine Global Management, LLC917$367.0K
XTX Topco Ltd871$349.0K
Truadvice, LLC833$346.0K
Stelac Advisory Services LLC831$333.0K
Access Financial Services, Inc.773$310.0K
Two Sigma Securities, LLC772$309.0K
Dark Forest Capital Management LP771$309.0K
Susquehanna International Group Ltd.747$299.0K
Baron Silver Stevens Financial Advisors, LLC718$287.0K
Paragon Capital Management LLC666$267.0K
Acorn Financial Advisory Services Inc665$266.0K
Security National Bank of Sioux City Iowa651$261.0K
Ramsey Quantitative Systems630$252.0K
Indiana Trust & Investment Management CO711$249.0K
Verity Asset Management, Inc.603$242.0K
Ironsides Asset Advisors, LLC575$230.0K
Marshall Financial Group LLC575$230.0K
WBH Advisory Inc510$211.0K
Wealthquest Corp528$211.0K
Managed Account Services Inc528$211.0K
QCM Cayman, Ltd.524$210.0K
Brookmont Capital Management522$209.0K
Exeter Financial, LLC511$209.0K
Mosaic Advisors LLC523$209.0K
Lowell Blake & Associates Inc.521$209.0K
Peddock Capital Advisors, LLC500$206.0K
Peregrine Asset Advisers, Inc.508$203.0K
Pavion Blue Capital, LLC507$203.0K
Hilton Capital Management, LLC504$202.0K
MBA Advisors LLC504$202.0K
Derby & Company, Inc502$201.0K
Infrastructure Capital Advisors, LLC501$201.0K
Capital Management Associates500$200.0K
Shikiar Asset Management Inc500$200.0K
Colrain Capital LLC500$200.0K
NJ State Employees Deferred Compensation Plan500$200.0K
Birchcreek Wealth Management, LLC500$200.0K
GVO Asset Management Ltd428$171.0K
Rowland & Co Investment Counsel337$134.9K
Savior LLC253$101.0K
Paragon Wealth Strategies, LLC239$96.0K
Personal Wealth Partners227$91.0K
tru Independence LLC176$71.0K
Isthmus Partners, LLC120$48.0K
Modus Advisors, LLC80$32.0K
Anfield Capital Management, LLC64$26.0K
Perennial Advisors, LLC65$26.0K
Tucker Asset Management LLC57$22.8K
University of Texas/Texas Am Investment Managment Co25$10.0K
Moisand Fitzgerald Tamayo, LLC25$10.0K
Barnett & Company, Inc.20$8.00K
Core Wealth Advisors, Inc.15$6.00K

Not filed for Q3 2021 yet (39)

Institutions that held UnitedHealth Group Inc at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNH in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Pictet Asset Management Ltd1,136,656$455.2M
Bel Air Investment Advisors LLC229,990$92.1M
CWM, LLC158,749$63.6M
Pinnacle Wealth Advisors84,084$33.7M
QS Investors, LLC81,131$32.5M
Badgley Phelps & Bell Inc42,751$17.1M
Smith Asset Management Group LP33,769$13.5M
Usca Ria LLC20,730$8.30M
Oakwood Capital Management LLC18,185$7.28M
Northstar Investment Advisors LLC13,063$5.38M
Western Wealth Management, LLC7,622$3.05M
Elmwood Wealth Management, Inc.6,446$2.58M
Coe Capital Management, LLC6,389$2.56M
Allegiant Private Advisors, LLC3,901$1.56M
Hoover Financial Advisors, Inc.3,734$1.50M
Novak Financial Planning, LLC3,704$1.48M
GoalVest Advisory LLC3,255$1.30M
Geier Asset Management, Inc.3,227$1.29M
San Francisco Sentry Investment Group (Ca)3,119$1.25M
Kensington Investment Counsel, LLC2,953$1.18M
ARS Wealth Advisors, LLC2,739$1.10M
Baker Boyer National Bank1,977$1.01M
First Horizon Corp2,379$952.0K
Nachman Norwood & Parrott, Inc2,344$939.0K
Glenview State Bank Trust Dept.2,130$853.0K
PNC Managed Account Solutions, Inc.2,124$851.0K
Castleview Partners, LLC1,791$717.0K
Vontobel Swiss Wealth Advisors AG1,299$520.0K
Quantitative Value Technologies, LLC1,229$492.0K
Wexford Capital LP1,139$456.0K
Financial Consulate Inc.1,041$417.0K
Running Oak Capital LLC895$358.0K
CWS Financial Advisors, LLC799$320.0K
Treybourne Wealth Planners, Inc.654$262.0K
20/20 Capital Management, Inc.605$242.0K
Kimelman & Baird, LLC542$217.0K
Cowen Prime Services LLC500$200.0K
HWG Holdings LP69$28.0K
FormulaFolio Investments, LLC57$23.0K