UnitedHealth Group Inc

UNH

Exchange: NYSE
Industry: Hospital & Medical Service Plans
SEC CIK: 0000731766

SEC filings (opens in a new tab)

In the last 90 days, UnitedHealth Group Inc insiders filed 0 open-market purchases and 2 sales; 3,394 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, Q3 2021

Institutional positions in UnitedHealth Group Inc as of Sep 30, 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: 2,573; +20 vs. Q2 2021
Shares held: 823.3M; +825.8K (+0.1%) vs. Q2 2021
Total value: $321.7B; −$7.70B (−2.3%) vs. Q2 2021
New holders: 122; 1,258 more added
Sold out: 102; 834 more reduced

39 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 2,573 institutions

Value heldQ3 2021: $321.7B

Institutions holding UNH and their total value by quarter
Quarter	Holders	Value
Q2 2026	3,394	$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, Q3 2021

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q2 2021.

Institutions holding UNH in Q3 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Guidance Point Advisors, LLC	3	$1.00K	0.00%	+3	New
Belmont Capital, LLC	6	$2.00K	0.00%	+6	New
Addison Advisors LLC	6	$2.00K	0.00%	+6	New
McCarthy Grittinger Financial Group, LLC	6	$2.35K	0.00%	+6	New
Retirement Group, LLC	7	$3.00K	0.00%	00.0%	Unchanged
Joseph P. Lucia & Associates, LLC	7	$3.00K	0.00%	00.0%	Unchanged
Crewe Advisors LLC	10	$4.00K	0.00%	00.0%	Unchanged
Knuff & Co LLC	13	$5.00K	0.00%	00.0%	Unchanged
Lloyd Advisory Services, LLC.	12	$5.00K	0.00%	+12	New
Truvestments Capital LLC	16	$6.00K	0.00%	00.0%	Unchanged
Sterling Financial Planning, Inc.	16	$6.00K	0.00%	00.0%	Unchanged
Cordant, Inc.	16	$6.00K	0.00%	+16	New
Rocky Mountain Advisers, LLC	18	$7.00K	0.01%	00.0%	Unchanged
Filbrandt Wealth Management, LLC	17	$7.00K	0.00%	+17	New
Longfellow Investment Management Co LLC	19	$8.00K	0.00%	00.0%	Unchanged
Pflug Koory, LLC	20	$8.00K	0.00%	00.0%	Unchanged
Ranger Investment Management, L.P.	22	$9.00K	0.00%	−5−18.5%	Reduced
O'Brien Wealth Partners LLC	22	$9.00K	0.00%	+22	New
Pacitti Group Inc.	23	$9.00K	0.01%	+23	New
McClarren Financial Advisors, Inc.	25	$9.00K	0.01%	+25	New
Wealth Quarterback LLC	26	$10.0K	0.01%	+1+4.0%	Added
Bourgeon Capital Management LLC	26	$10.0K	0.00%	00.0%	Unchanged
Emfo, LLC	25	$10.0K	0.01%	00.0%	Unchanged
Wealthstreet Investment Advisors, LLC	28	$11.0K	0.30%	00.0%	Unchanged
Cascade Investment Advisors, Inc.	30	$11.7K	0.01%	00.0%	Unchanged
Global Wealth Management Investment Advisory, Inc.	30	$12.0K	0.00%	00.0%	Unchanged
Mizuho Securities Co. Ltd.	35	$14.0K	0.00%	−1−2.8%	Reduced
Delos Wealth Advisors, LLC	36	$14.0K	0.02%	00.0%	Unchanged
Pacifica Partners Inc.	36	$15.0K	0.01%	00.0%	Unchanged
Tortoise Investment Management, LLC	42	$16.0K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	42	$16.0K	0.01%	00.0%	Unchanged
Arcadia Investment Management Corp	41	$16.0K	0.00%	00.0%	Unchanged
Atticus Wealth Management, LLC	42	$16.0K	0.01%	+17+68.0%	Added
DB Wealth Management Group, LLC	43	$17.0K	0.01%	00.0%	Unchanged
HighMark Wealth Management LLC	46	$18.0K	0.01%	−21−31.3%	Reduced
Stuart Chaussee & Associates, Inc.	45	$18.0K	0.03%	00.0%	Unchanged
Kelly Financial Services LLC	48	$18.6K	0.01%	−18,981−99.7%	Reduced
Exane Derivatives	50	$19.5K	0.00%	−1,014−95.3%	Reduced
Financial Enhancement Group LLC	50	$20.0K	0.00%	00.0%	Unchanged
Roble, Belko & Company, Inc	55	$21.0K	0.00%	00.0%	Unchanged
Corbenic Partners LLC	53	$21.0K	0.01%	+8+17.8%	Added
Bellwether Advisors, LLC	56	$21.0K	0.01%	+20+55.6%	Added
Johnson Midwest Financial, LLC	56	$22.0K	0.02%	00.0%	Unchanged
AlphaMark Advisors, LLC	57	$22.0K	0.01%	+7+14.0%	Added
O'Dell Group, LLC	57	$22.0K	0.01%	+57	New
Cranbrook Wealth Management, LLC	60	$23.0K	0.01%	+60	New
Walled Lake Planning & Wealth Management, LLC	64	$25.0K	0.02%	00.0%	Unchanged
RPg Family Wealth Advisory, LLC	64	$25.0K	0.01%	00.0%	Unchanged
Lumature Wealth Partners, LLC	70	$27.0K	0.01%	+15+27.3%	Added
Halpern Financial, Inc.	73	$28.5K	0.01%	00.0%	Unchanged
Activest Wealth Management	73	$29.0K	0.02%	00.0%	Unchanged
Wagner Wealth Management, LLC	66	$30.0K	0.02%	+11+20.0%	Added
Sageworth Trust Co	82	$32.0K	0.00%	−991−92.4%	Reduced
Atlas Private Wealth Advisors	82	$32.0K	0.02%	−7−7.9%	Reduced
Cedar Mountain Advisors, LLC	81	$32.0K	0.01%	+20+32.8%	Added
Tompkins Financial Corp	81	$32.0K	0.01%	+81	New
Annapolis Financial Services, LLC	90	$35.0K	0.01%	+33+57.9%	Added
American Research & Management Co.	95	$37.0K	0.01%	00.0%	Unchanged
Edge Wealth Management LLC	94	$37.0K	0.01%	+27+40.3%	Added
Trust Co	98	$38.0K	0.01%	−23−19.0%	Reduced
Lake Point Wealth Management	100	$39.0K	0.02%	00.0%	Unchanged
Baillie Gifford & Co	100	$39.0K	0.00%	+100	New
Sage Private Wealth Group, LLC	103	$40.0K	0.06%	00.0%	Unchanged
Front Row Advisors LLC	108	$42.0K	0.02%	−1−0.9%	Reduced
IronBridge Private Wealth, LLC	107	$42.0K	0.03%	00.0%	Unchanged
Pacific Center for Financial Services	111	$43.0K	0.02%	00.0%	Unchanged
Delta Asset Management LLC	117	$46.0K	0.00%	−7−5.6%	Reduced
True Link Financial Advisors, LLC	118	$46.0K	0.01%	00.0%	Unchanged
Costello Asset Management, INC	120	$47.0K	0.03%	00.0%	Unchanged
Ogorek Anthony Joseph	121	$47.0K	0.02%	+43+55.1%	Added
Bradley & Co. Private Wealth Management, LLC	128	$50.0K	0.04%	00.0%	Unchanged
West Oak Capital, LLC	130	$51.0K	0.02%	00.0%	Unchanged
Old North State Trust, LLC	130	$51.0K	0.05%	00.0%	Unchanged
Klaas Financial Asset Advisors, LLC	130	$51.0K	0.01%	00.0%	Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.	130	$51.0K	0.05%	+60+85.7%	Added
Red Tortoise LLC	102	$51.0K	0.04%	+102	New
Investors Research Corp	134	$52.0K	0.02%	00.0%	Unchanged
Better Money Decisions, LLC	134	$52.0K	0.04%	00.0%	Unchanged
Phoenix Wealth Advisors	136	$53.0K	0.04%	00.0%	Unchanged
Aspire Private Capital, LLC	136	$53.0K	0.02%	00.0%	Unchanged
Goodwin Investment Advisory	139	$54.0K	0.05%	+139	New
Accel Wealth Management	141	$55.0K	0.04%	+1+0.7%	Added
Tacita Capital Inc	145	$57.0K	0.03%	−30−17.1%	Reduced
Holloway Wealth Management, LLC	–	$58.0K	0.02%	–	–
Gleason Group, Inc.	152	$60.0K	0.02%	00.0%	Unchanged
Ten Capital Wealth Advisors, LLC	159	$62.0K	0.03%	+68+74.7%	Added
Hudock, Inc.	161	$63.0K	0.02%	−10−5.8%	Reduced
Estate Counselors, LLC	162	$63.0K	0.01%	00.0%	Unchanged
Hoese & Co LLP	164	$64.0K	0.07%	00.0%	Unchanged
CVA Family Office, LLC	210	$65.0K	0.05%	−1,086−83.8%	Reduced
Baldrige Asset Management LLC	167	$65.0K	0.03%	00.0%	Unchanged
Hanson & Doremus Investment Management	167	$65.0K	0.02%	+47+39.2%	Added
Disciplined Investments, LLC	176	$69.0K	0.03%	00.0%	Unchanged
Vaughan Nelson Investment Management, L.P.	178	$70.0K	0.00%	−473,366−100.0%	Reduced
Avion Wealth	195	$76.0K	0.02%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	195	$76.0K	0.04%	+15+8.3%	Added
CKW Financial Group	200	$78.0K	0.01%	00.0%	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	200	$78.0K	0.05%	00.0%	Unchanged
Exchange Traded Concepts, LLC	202	$79.0K	0.00%	−12,348−98.4%	Reduced
Financial Management Professionals, Inc.	220	$86.0K	0.02%	00.0%	Unchanged