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 |
|---|---|---|---|---|---|
| MidWestOne Financial Group, Inc. | 4,138 | $1.62M | 0.38% | −188−4.3% | Reduced |
| Alps Advisors Inc | 4,146 | $1.62M | 0.02% | −300−6.7% | Reduced |
| 55I, LLC | 4,156 | $1.62M | 0.05% | +2,944+242.9% | Added |
| Wolf Group Capital Advisors | 4,161 | $1.63M | 0.89% | +4,161 | New |
| Inscription Capital, LLC | 4,179 | $1.63M | 0.51% | −2,326−35.8% | Reduced |
| US Asset Management LLC | 4,197 | $1.64M | 1.59% | +4,197 | New |
| Bell Bank | 4,200 | $1.64M | 0.20% | +166+4.1% | Added |
| QP Wealth Management, LLC | 4,214 | $1.65M | 1.77% | −59−1.4% | Reduced |
| Glen Eagle Advisors, LLC | 4,248 | $1.66M | 0.48% | +157+3.8% | Added |
| Perpetual Investment Management Ltd | 4,256 | $1.66M | 0.21% | +1,020+31.5% | Added |
| Gryphon Financial Partners LLC | 4,261 | $1.67M | 0.39% | +45+1.1% | Added |
| Valmark Advisers, Inc. | 4,270 | $1.67M | 0.03% | +215+5.3% | Added |
| Walter & Keenan Financial Consulting Co | 4,287 | $1.68M | 0.57% | +123+3.0% | Added |
| Van Leeuwen & Company, LLC | 4,286 | $1.68M | 1.03% | +1,606+59.9% | Added |
| Miracle Mile Advisors, LLC | 4,307 | $1.68M | 0.08% | +231+5.7% | Added |
| Groesbeck Investment Management Corp | 4,310 | $1.68M | 1.94% | −640−12.9% | Reduced |
| WP Advisors, LLC | 4,318 | $1.69M | 0.69% | −6−0.1% | Reduced |
| Summit Financial, LLC | 4,321 | $1.69M | 0.14% | +2,067+91.7% | Added |
| Washburn Capital Management, Inc. | 4,323 | $1.69M | 1.10% | +220+5.4% | Added |
| Stableford Capital II LLC | 4,038 | $1.70M | 0.86% | +2,229+123.2% | Added |
| Welch & Forbes LLC | 4,352 | $1.70M | 0.03% | −220−4.8% | Reduced |
| Simmons Bank | 4,356 | $1.70M | 0.12% | +401+10.1% | Added |
| Keudell/Morrison Wealth Management | 4,362 | $1.70M | 0.73% | −60−1.4% | Reduced |
| Hudson Canyon Capital Management | 4,365 | $1.71M | 1.31% | −161−3.6% | Reduced |
| Peachtree Investment Partners, LLC | 4,373 | $1.71M | 0.84% | −67−1.5% | Reduced |
| Manchester Capital Management LLC | 4,393 | $1.72M | 0.23% | +24+0.5% | Added |
| Westbourne Investment Advisors, Inc. | 4,406 | $1.72M | 0.78% | +213+5.1% | Added |
| Altavista Wealth Management, Inc. | 4,411 | $1.72M | 0.38% | −761−14.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,424 | $1.73M | 0.39% | −386−8.0% | Reduced |
| Alta Capital Management LLC | 4,446 | $1.74M | 0.10% | −3,812−46.2% | Reduced |
| Signature Wealth Management Group | 4,451 | $1.74M | 0.97% | +365+8.9% | Added |
| WD Rutherford LLC | 4,490 | $1.75M | 0.95% | −55−1.2% | Reduced |
| Waycross Partners, LLC | 4,500 | $1.76M | 1.11% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 4,516 | $1.76M | 0.04% | +125+2.8% | Added |
| Optas, LLC | 4,537 | $1.77M | 0.52% | +10+0.2% | Added |
| Certified Advisory Corp | 4,542 | $1.77M | 0.43% | +143+3.3% | Added |
| Country Club Trust Company, n.a. | 4,439 | $1.78M | 0.15% | +146+3.4% | Added |
| River Wealth Advisors LLC | 4,559 | $1.78M | 0.31% | −8−0.2% | Reduced |
| Roof Eidam & Maycock | 4,565 | $1.78M | 0.66% | −120−2.6% | Reduced |
| Joel Isaacson & Co., LLC | 4,565 | $1.78M | 0.13% | +18+0.4% | Added |
| Aft, Forsyth & Sober, LLC | 4,575 | $1.79M | 0.67% | +1,275+38.6% | Added |
| DCM Advisors, LLC | 4,578 | $1.79M | 0.69% | +3,582+359.6% | Added |
| Columbia Trust Co 01012016 | 4,583 | $1.79M | 0.95% | +75+1.7% | Added |
| Arthur M. Cohen & Associates, LLC | 4,590 | $1.79M | 0.36% | 00.0% | Unchanged |
| Ami Investment Management Inc | 4,592 | $1.79M | 0.77% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 4,600 | $1.80M | 0.84% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,606 | $1.80M | 0.40% | +26+0.6% | Added |
| Liberty One Investment Management, LLC | 4,610 | $1.80M | 0.31% | −41−0.9% | Reduced |
| Cape Ann Savings Bank | 4,629 | $1.81M | 1.17% | +27+0.6% | Added |
| Means Investment Co., Inc. | 4,636 | $1.81M | 0.36% | +32+0.7% | Added |
| Warren Averett Asset Management, LLC | 3,980 | $1.82M | 0.16% | +106+2.7% | Added |
| Affiance Financial, LLC | 4,675 | $1.83M | 0.79% | −13−0.3% | Reduced |
| J.W. Cole Advisors, Inc. | 4,680 | $1.83M | 0.13% | +131+2.9% | Added |
| Charles Schwab Trust Co | 4,693 | $1.83M | 0.36% | +353+8.1% | Added |
| Ellis Investment Partners, LLC | 4,702 | $1.84M | 0.46% | −129−2.7% | Reduced |
| Alaethes Wealth LLC | 4,709 | $1.84M | 1.34% | +281+6.3% | Added |
| Harvey Investment Co LLC | 4,715 | $1.84M | 0.24% | +535+12.8% | Added |
| Leonteq Securities AG | 4,719 | $1.84M | 0.10% | +3,476+279.6% | Added |
| Wintrust Investments LLC | 4,736 | $1.85M | 0.25% | +42+0.9% | Added |
| Suncoast Equity Management | 4,756 | $1.86M | 0.26% | +320+7.2% | Added |
| Beacon Financial Group | 4,641 | $1.86M | 0.26% | +116+2.6% | Added |
| Personal Cfo Solutions, LLC | 4,761 | $1.86M | 0.38% | −22−0.5% | Reduced |
| Sciencast Management LP | 4,688 | $1.87M | 0.53% | +4,688 | New |
| Castle Rock Wealth Management, LLC | 4,051 | $1.87M | 0.64% | +219+5.7% | Added |
| Strategic Investment Advisors | 4,802 | $1.88M | 0.41% | +426+9.7% | Added |
| Compton Capital Management Inc | 4,815 | $1.88M | 0.55% | −50−1.0% | Reduced |
| Constitution Capital LLC | 4,819 | $1.88M | 1.13% | +425+9.7% | Added |
| Cottage Street Advisors LLC | 4,821 | $1.88M | 1.27% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 4,861 | $1.90M | 0.63% | +9+0.2% | Added |
| Spears Abacus Advisors LLC | 4,886 | $1.91M | 0.14% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 4,891 | $1.91M | 0.87% | +134+2.8% | Added |
| Intrua Financial, LLC | 4,236 | $1.92M | 0.35% | +464+12.3% | Added |
| Trust Investment Advisors | 4,958 | $1.94M | 1.73% | −18−0.4% | Reduced |
| Intact Investment Management Inc. | 5,000 | $1.95M | 0.05% | 00.0% | Unchanged |
| Kerrisdale Advisers, LLC | 5,000 | $1.95M | 0.21% | 00.0% | Unchanged |
| Ascendant Capital Management, LLC | 5,000 | $1.95M | 1.48% | +5,000 | New |
| Financial Advisory Service, Inc. | 5,009 | $1.96M | 0.18% | +312+6.6% | Added |
| Ingalls & Snyder LLC | 5,012 | $1.96M | 0.09% | −85−1.7% | Reduced |
| Lineweaver Wealth Advisors, LLC | 5,049 | $1.97M | 0.60% | +203+4.2% | Added |
| Strategic Global Advisors, LLC | 5,051 | $1.97M | 0.29% | +1,102+27.9% | Added |
| RFG Advisory, LLC | 5,057 | $1.98M | 0.16% | −134−2.6% | Reduced |
| DT Investment Partners, LLC | 5,060 | $1.98M | 0.27% | +2,655+110.4% | Added |
| Capital City Trust Co | 5,063 | $1.98M | 0.61% | −15−0.3% | Reduced |
| Regency Capital Management Inc. | 5,065 | $1.98M | 1.39% | +5,065 | New |
| Engine No. 1 LLC | 5,075 | $1.98M | 0.51% | +2,062+68.4% | Added |
| Highland Private Wealth Management | 5,094 | $1.99M | 0.28% | −5−0.1% | Reduced |
| Moser Wealth Advisors, LLC | 5,105 | $2.00M | 1.28% | 00.0% | Unchanged |
| Gries Financial LLC | 5,108 | $2.00M | 0.63% | −780−13.2% | Reduced |
| JNBA Financial Advisors | 5,119 | $2.00M | 0.27% | +282+5.8% | Added |
| Fairbanks Capital Management, Inc. | 5,119 | $2.00M | 1.63% | +1,048+25.7% | Added |
| Caxton Associates LP | 5,126 | $2.00M | 0.28% | +5,126 | New |
| Malaga Cove Capital, LLC | 5,141 | $2.01M | 0.83% | −24−0.5% | Reduced |
| Flagship Harbor Advisors, LLC | 5,019 | $2.01M | 0.22% | 00.0% | Unchanged |
| NinePointTwo Capital | 5,153 | $2.01M | 0.78% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 5,159 | $2.02M | 0.60% | +787+18.0% | Added |
| Bay Rivers Group | 5,172 | $2.02M | 1.37% | +306+6.3% | Added |
| TriaGen Wealth Management LLC | 5,177 | $2.02M | 1.10% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 5,185 | $2.03M | 0.69% | −10.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,195 | $2.03M | 2.42% | +410+8.6% | Added |
| McDonald Partners LLC | 5,217 | $2.04M | 0.48% | +237+4.8% | Added |