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 |
|---|---|---|---|---|---|
| CSU Producer Resources, Inc. | 3,300 | $1.29M | 5.22% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 3,297 | $1.29M | 0.24% | +112+3.5% | Added |
| Childress Capital Advisors, LLC | 3,300 | $1.29M | 0.52% | +584+21.5% | Added |
| Journey Advisory Group, LLC | 3,305 | $1.29M | 0.42% | +1,000+43.4% | Added |
| GPS Wealth Strategies Group, LLC | 3,306 | $1.29M | 0.32% | +183+5.9% | Added |
| V Wealth Advisors LLC | 3,313 | $1.29M | 0.20% | −572−14.7% | Reduced |
| Capital Investment Advisory Services, LLC | 3,317 | $1.30M | 0.16% | −242−6.8% | Reduced |
| Legacy Financial Advisors, Inc. | 3,330 | $1.30M | 0.32% | +321+10.7% | Added |
| Tiedemann Advisors, LLC | 3,353 | $1.31M | 0.07% | −2,881−46.2% | Reduced |
| Ativo Capital Management LLC | 3,359 | $1.31M | 0.62% | −2,548−43.1% | Reduced |
| Defined Wealth Management, LLC | 3,374 | $1.32M | 1.17% | +112+3.4% | Added |
| Deseret Mutual Benefit Administrators | 3,375 | $1.32M | 0.24% | −954−22.0% | Reduced |
| Cutler Group LP | 3,383 | $1.32M | 0.10% | +750+28.5% | Added |
| International Assets Investment Management, LLC | 3,383 | $1.32M | 0.24% | +368+12.2% | Added |
| Claro Advisors LLC | 3,386 | $1.32M | 0.56% | +138+4.2% | Added |
| Leisure Capital Management | 3,388 | $1.32M | 0.71% | +113+3.5% | Added |
| Red Cedar Investment Management, LLC | 3,403 | $1.33M | 0.17% | −1,610−32.1% | Reduced |
| Cambridge Advisors Inc. | 3,403 | $1.33M | 0.32% | −40−1.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,413 | $1.33M | 0.01% | +280+8.9% | Added |
| First Financial Bank - Trust Division | 3,428 | $1.34M | 0.15% | −127−3.6% | Reduced |
| Pettee Investors, Inc. | 3,440 | $1.34M | 0.63% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 3,447 | $1.35M | 2.13% | −432−11.1% | Reduced |
| FinTrust Capital Advisors, LLC | 3,448 | $1.35M | 0.36% | +75+2.2% | Added |
| Independent Investors Inc | 3,450 | $1.35M | 0.34% | −144−4.0% | Reduced |
| RB Capital Management, LLC | 3,463 | $1.35M | 0.51% | +145+4.4% | Added |
| Bank Hapoalim BM | 3,473 | $1.36M | 0.14% | +359+11.5% | Added |
| Stratos Wealth Advisors, LLC | 3,474 | $1.36M | 0.12% | +845+32.1% | Added |
| IHT Wealth Management, LLC | 3,492 | $1.36M | 0.11% | −4,486−56.2% | Reduced |
| Cahill Financial Advisors Inc | 3,493 | $1.36M | 0.28% | +189+5.7% | Added |
| Bollard Group LLC | 3,499 | $1.37M | 0.04% | +1,407+67.3% | Added |
| Scott Investment Partners LLP | 3,500 | $1.37M | 0.94% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,225 | $1.37M | 0.18% | +118+3.8% | Added |
| Trustmark National Bank Trust Department | 3,508 | $1.37M | 0.11% | +36+1.0% | Added |
| Proficio Capital Partners LLC | 3,511 | $1.37M | 0.18% | −107−3.0% | Reduced |
| Lakeview Capital Partners, LLC | 3,513 | $1.37M | 0.63% | −96−2.7% | Reduced |
| Domani Wealth, LLC | 3,517 | $1.37M | 0.29% | −39−1.1% | Reduced |
| Goepper Burkhardt LLC | 3,527 | $1.38M | 0.88% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 3,528 | $1.38M | 0.82% | +61+1.8% | Added |
| Berkshire Bank | 3,535 | $1.38M | 0.34% | +276+8.5% | Added |
| Legacy Bridge, LLC | 3,544 | $1.39M | 0.80% | +30+0.9% | Added |
| Paradigm Asset Management Co LLC | 3,545 | $1.39M | 0.38% | −200−5.3% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 3,563 | $1.39M | 0.51% | +237+7.1% | Added |
| Brand Asset Management Group, Inc. | 3,583 | $1.40M | 0.68% | −42−1.2% | Reduced |
| Keel Point, LLC | 3,588 | $1.40M | 0.19% | +225+6.7% | Added |
| Quest Capital Management Inc | 3,600 | $1.41M | 0.28% | +379+11.8% | Added |
| Magnus Financial Group LLC | 3,619 | $1.41M | 0.30% | +7+0.2% | Added |
| LeJeune Puetz Investment Counsel LLC | 3,621 | $1.42M | 0.51% | +681+23.2% | Added |
| Intersect Capital LLC | 3,626 | $1.42M | 0.24% | +108+3.1% | Added |
| Heron Financial Group, LLC | 3,648 | $1.43M | 0.79% | +3+0.1% | Added |
| FOCUS Wealth Advisors, LLC | 3,661 | $1.43M | 0.97% | +92+2.6% | Added |
| WealthShield Partners, LLC | 3,663 | $1.43M | 0.38% | +96+2.7% | Added |
| KC Investment Advisors, LLC | 3,675 | $1.44M | 1.16% | +41+1.1% | Added |
| Oakworth Capital, Inc. | 3,684 | $1.44M | 0.14% | +242+7.0% | Added |
| Cobblestone Capital Advisors LLC | 3,688 | $1.44M | 0.10% | −83−2.2% | Reduced |
| Financial Perspectives, Inc | 3,689 | $1.44M | 0.73% | +63+1.7% | Added |
| Sierra Capital LLC | 3,690 | $1.44M | 0.24% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 3,707 | $1.45M | 0.46% | −22−0.6% | Reduced |
| Van Hulzen Asset Management, LLC | 3,711 | $1.45M | 0.22% | −2−0.1% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 3,769 | $1.47M | 0.25% | −491−11.5% | Reduced |
| Cim, LLC | 3,240 | $1.48M | 0.23% | +75+2.4% | Added |
| Amica Retiree Medical Trust | 3,783 | $1.48M | 1.34% | −1,474−28.0% | Reduced |
| Archford Capital Strategies, LLC | 3,788 | $1.48M | 0.35% | +256+7.2% | Added |
| Robertson Stephens Wealth Management, LLC | 3,794 | $1.48M | 0.17% | −367−8.8% | Reduced |
| Bremer Bank National Association | 3,793 | $1.48M | 0.29% | −262−6.5% | Reduced |
| Arete Wealth Advisors, LLC | 3,796 | $1.48M | 0.16% | −321−7.8% | Reduced |
| Unigestion Holding SA | 3,800 | $1.49M | 0.06% | +2,742+259.2% | Added |
| Vista Investment Management | 3,806 | $1.49M | 0.87% | +16+0.4% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 3,820 | $1.49M | 0.09% | +3,820 | New |
| North Star Investment Management Corp. | 3,835 | $1.50M | 0.12% | +14+0.4% | Added |
| Cavalier Investments, LLC | 3,837 | $1.50M | 0.47% | +161+4.4% | Added |
| Gyroscope Capital Management Group, LLC | 3,853 | $1.51M | 0.57% | +1,053+37.6% | Added |
| IFG Advisory, LLC | 3,864 | $1.51M | 0.16% | +204+5.6% | Added |
| Lavaca Capital LLC | 3,877 | $1.51M | 0.76% | 00.0% | Unchanged |
| Rede Wealth, LLC | 3,897 | $1.52M | 0.81% | +439+12.7% | Added |
| Vantage Financial Partners Ltd., Inc. | 3,900 | $1.52M | 0.81% | −275−6.6% | Reduced |
| First Nebraska Trust Co | 3,905 | $1.53M | 0.20% | +350+9.8% | Added |
| Rational Advisors LLC | 3,910 | $1.53M | 0.12% | +228+6.2% | Added |
| Westover Capital Advisors, LLC | 3,916 | $1.53M | 0.48% | +60+1.6% | Added |
| First Business Financial Services, Inc. | 3,915 | $1.53M | 0.18% | +189+5.1% | Added |
| Kore Private Wealth LLC | 3,915 | $1.53M | 0.16% | +224+6.1% | Added |
| Accretive Wealth Partners, LLC | 3,939 | $1.54M | 1.09% | +144+3.8% | Added |
| Fiduciary Group LLC | 3,396 | $1.54M | 0.18% | 00.0% | Unchanged |
| BFSG, LLC | 3,955 | $1.54M | 0.24% | +3,955 | New |
| Sound View Wealth Advisors Group, LLC | 3,974 | $1.55M | 0.32% | +144+3.8% | Added |
| Quilter Plc | 3,982 | $1.56M | 0.04% | +100+2.6% | Added |
| BDO Wealth Advisors, LLC | 3,988 | $1.56M | 0.17% | 00.0% | Unchanged |
| Viking Fund Management LLC | 4,000 | $1.56M | 0.45% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $1.56M | 0.66% | 00.0% | Unchanged |
| SRB Corp | 4,007 | $1.57M | 0.09% | +4,007 | New |
| Fort, L.P. | 4,032 | $1.57M | 0.52% | −569−12.4% | Reduced |
| Wolverine Trading, LLC | 3,953 | $1.58M | 0.03% | +3,953 | New |
| Mirova | 4,054 | $1.58M | 0.20% | +364+9.9% | Added |
| Ifrah Financial Services, Inc. | 4,061 | $1.59M | 0.46% | −17−0.4% | Reduced |
| Red Cedar Capital, LLC | 4,066 | $1.59M | 0.97% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,072 | $1.59M | 0.16% | +33+0.8% | Added |
| First Pacific Advisors, LP | 4,085 | $1.60M | 0.02% | −450−9.9% | Reduced |
| Kozak & Associates, Inc. | 3,546 | $1.60M | 0.94% | +3,546 | New |
| Berger Financial Group, Inc | 4,128 | $1.61M | 0.29% | −6−0.1% | Reduced |
| Insight Wealth Strategies, LLC | 4,129 | $1.61M | 0.23% | +196+5.0% | Added |
| Creegan & Nassoura Financial Group, LLC | 4,135 | $1.62M | 1.38% | 00.0% | Unchanged |