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, 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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bassett Hargrove Investment Counsel, LLC | 2,680 | $1.07M | 1.60% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 2,748 | $1.07M | 0.51% | −155−5.3% | Reduced |
| Chesapeake Wealth Management | 2,759 | $1.08M | 0.39% | −285−9.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,769 | $1.08M | 0.25% | −81−2.8% | Reduced |
| Aspiriant, LLC | 2,780 | $1.08M | 0.06% | −196−6.6% | Reduced |
| Carroll Financial Associates, Inc. | 2,798 | $1.09M | 0.06% | +39+1.4% | Added |
| RKL Wealth Management LLC | 2,801 | $1.09M | 0.14% | −157−5.3% | Reduced |
| Herold Advisors, Inc. | 2,805 | $1.10M | 0.43% | +2,805 | New |
| Tandem Capital Management Corp | 2,807 | $1.10M | 0.69% | +114+4.2% | Added |
| BCGM Wealth Management, LLC | 2,388 | $1.10M | 0.61% | +284+13.5% | Added |
| Paulson Wealth Management Inc. | 2,820 | $1.10M | 0.52% | −67−2.3% | Reduced |
| IAM Advisory, LLC | 2,729 | $1.10M | 0.47% | +2,729 | New |
| Peak Asset Management, LLC | 2,845 | $1.11M | 0.27% | −496−14.8% | Reduced |
| St. Johns Investment Management Company, LLC | 2,847 | $1.11M | 0.61% | −41−1.4% | Reduced |
| Wall Street Access Asset Management, LLC | 2,850 | $1.11M | 0.49% | +913+47.1% | Added |
| Interchange Capital Partners, LLC | 2,872 | $1.12M | 1.88% | −79−2.7% | Reduced |
| Allred Capital Management, LLC | 2,880 | $1.13M | 0.59% | −22−0.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,911 | $1.14M | 0.06% | +180+6.6% | Added |
| Alpine Woods Capital Investors, LLC | 2,914 | $1.14M | 0.12% | +13+0.4% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 2,933 | $1.15M | 0.88% | +65+2.3% | Added |
| SRN Advisors, LLC | 2,935 | $1.15M | 0.53% | −1,722−37.0% | Reduced |
| Centiva Capital, LP | 2,937 | $1.15M | 0.09% | −1,876−39.0% | Reduced |
| Gitterman Wealth Management, LLC | 2,938 | $1.15M | 0.92% | +219+8.1% | Added |
| Tolleson Wealth Management, Inc. | 2,942 | $1.15M | 0.33% | −326−10.0% | Reduced |
| MinichMacGregor Wealth Management, LLC | 2,947 | $1.15M | 0.39% | −41−1.4% | Reduced |
| 9258 Wealth Management, LLC | 2,946 | $1.15M | 0.31% | +178+6.4% | Added |
| Steel Peak Wealth Management LLC | 2,961 | $1.16M | 0.08% | +1,494+101.8% | Added |
| Harfst & Associates, Inc. | 2,975 | $1.16M | 0.32% | +37+1.3% | Added |
| Adirondack Trust Co | 2,532 | $1.17M | 0.55% | +37+1.5% | Added |
| PDS Planning, Inc | 2,991 | $1.17M | 0.27% | +40+1.4% | Added |
| Institute for Wealth Management, LLC. | 2,994 | $1.17M | 0.21% | +178+6.3% | Added |
| Laurion Capital Management LP | 2,995 | $1.17M | 0.02% | +781+35.3% | Added |
| Perigon Wealth Management, LLC | 2,998 | $1.17M | 0.10% | −29−1.0% | Reduced |
| Hunter Associates Investment Management LLC | 3,000 | $1.17M | 0.38% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.17M | 0.38% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 3,007 | $1.18M | 0.45% | −165−5.2% | Reduced |
| CFO4Life Group, LLC | 3,006 | $1.18M | 0.27% | +223+8.0% | Added |
| Trust Co of Toledo NA | 3,013 | $1.18M | 0.19% | +746+32.9% | Added |
| Evermay Wealth Management LLC | 3,021 | $1.18M | 0.23% | −458−13.2% | Reduced |
| Whitener Capital Management, Inc. | 3,365 | $1.18M | 0.54% | +101+3.1% | Added |
| CRA Financial Services, LLC | 3,027 | $1.18M | 0.40% | −37−1.2% | Reduced |
| Westside Investment Management, Inc. | 3,041 | $1.19M | 0.01% | −72−2.3% | Reduced |
| Platform Technology Partners | 3,040 | $1.19M | 0.54% | +29+1.0% | Added |
| 44 Wealth Management LLC | 3,040 | $1.19M | 0.45% | +282+10.2% | Added |
| Ferris Capital, LLC | 2,601 | $1.19M | 0.26% | +2,601 | New |
| LVM Capital Management Ltd | 3,047 | $1.19M | 0.18% | +42+1.4% | Added |
| Carolinas Wealth Consulting LLC | 3,055 | $1.19M | 0.28% | −112−3.5% | Reduced |
| S. R. Schill & Associates | 3,056 | $1.19M | 0.51% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 2,662 | $1.20M | 0.53% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 3,077 | $1.20M | 1.16% | +54+1.8% | Added |
| Semmax Financial Advisors Inc. | 3,078 | $1.20M | 0.42% | −294−8.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 3,080 | $1.20M | 0.75% | −7−0.2% | Reduced |
| Smith, Moore & Co. | 3,079 | $1.20M | 0.18% | +4+0.1% | Added |
| Baldwin Investment Management, LLC | 3,080 | $1.20M | 0.21% | +98+3.3% | Added |
| Mountain Capital Investment Advisors, Inc | 2,954 | $1.21M | 0.64% | −107−3.5% | Reduced |
| Claraphi Advisory Network, LLC | 3,090 | $1.21M | 0.43% | −203−6.2% | Reduced |
| Enterprise Financial Services Corp | 3,088 | $1.21M | 0.16% | +1,346+77.3% | Added |
| Covenant Partners, LLC | 3,097 | $1.21M | 0.48% | 00.0% | Unchanged |
| Laffer Tengler Investments | 3,101 | $1.21M | 0.35% | +1,805+139.3% | Added |
| HMS Capital Management, LLC | 3,107 | $1.21M | 0.57% | −198−6.0% | Reduced |
| Rothschild Investment Corp | 3,112 | $1.22M | 0.10% | −1,851−37.3% | Reduced |
| Taylor Hoffman Wealth Management | 3,100 | $1.22M | 0.52% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 3,116 | $1.22M | 0.89% | −10−0.3% | Reduced |
| Davidson Capital Management Inc. | 3,119 | $1.22M | 0.61% | +103+3.4% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,123 | $1.22M | 0.49% | −4,339−58.1% | Reduced |
| Gamco Investors, Inc. Et Al | 3,125 | $1.22M | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,135 | $1.23M | 0.33% | +51+1.7% | Added |
| State of Wyoming | 3,136 | $1.23M | 0.79% | +488+18.4% | Added |
| San Luis Wealth Advisors LLC | 3,134 | $1.23M | 0.68% | +3,134 | New |
| Royal Harbor Partners, LLC | 3,137 | $1.23M | 0.87% | −186−5.6% | Reduced |
| BigSur Wealth Management LLC | 3,140 | $1.23M | 0.55% | 00.0% | Unchanged |
| Aries Wealth Management | 3,148 | $1.23M | 0.52% | +138+4.6% | Added |
| FLC Capital Advisors | 3,152 | $1.23M | 0.36% | 00.0% | Unchanged |
| Bar Harbor Trust Services | 3,153 | $1.23M | 0.38% | +165+5.5% | Added |
| Boston Common Asset Management, LLC | 3,157 | $1.23M | 0.05% | +15+0.5% | Added |
| Delta Financial Advisors LLC | 3,162 | $1.24M | 0.55% | −19−0.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,166 | $1.24M | 0.14% | −113−3.4% | Reduced |
| Tobam | 3,166 | $1.24M | 0.05% | +99+3.2% | Added |
| Edge Capital Group, LLC | 3,166 | $1.24M | 0.10% | +370+13.2% | Added |
| Investment Management of Virginia LLC | 3,177 | $1.24M | 0.24% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 3,177 | $1.24M | 0.71% | 00.0% | Unchanged |
| MJP Associates Inc | 3,190 | $1.25M | 0.42% | +112+3.6% | Added |
| Enlightenment Research, LLC | 3,200 | $1.25M | 1.53% | +3,200 | New |
| Capital Asset Advisory Services LLC | 3,201 | $1.25M | 0.14% | −1,092−25.4% | Reduced |
| Morris Retirement Advisors, LLC | 3,209 | $1.25M | 1.07% | 00.0% | Unchanged |
| Globeflex Capital L P | 3,215 | $1.26M | 0.27% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 3,220 | $1.26M | 0.24% | −25−0.8% | Reduced |
| Boston Family Office LLC | 3,219 | $1.26M | 0.09% | +124+4.0% | Added |
| Washington Capital Management Inc | 3,235 | $1.26M | 1.12% | −80−2.4% | Reduced |
| StoneX Group Inc. | 3,260 | $1.27M | 0.18% | −220−6.3% | Reduced |
| SeaCrest Wealth Management, LLC | 3,273 | $1.28M | 0.15% | −1,694−34.1% | Reduced |
| Vectors Research Management, LLC | 3,275 | $1.28M | 0.30% | 00.0% | Unchanged |
| HNP Capital LLC | 3,275 | $1.28M | 0.32% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,276 | $1.28M | 0.28% | +1,817+124.5% | Added |
| Nations Financial Group Inc, | 3,279 | $1.28M | 0.19% | −437−11.8% | Reduced |
| Curbstone Financial Management Corp | 3,282 | $1.28M | 0.24% | 00.0% | Unchanged |
| Thomas White International Ltd | 3,283 | $1.28M | 0.19% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 3,285 | $1.28M | 0.99% | +3,285 | New |
| NVWM, LLC | 3,291 | $1.29M | 0.46% | +186+6.0% | Added |
| Prosight Management, LP | 3,300 | $1.29M | 0.75% | −1,700−34.0% | Reduced |