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 |
|---|---|---|---|---|---|
| Coastal Investment Advisors, Inc. | 5,227 | $2.04M | 0.48% | +42+0.8% | Added |
| Ashburton (Jersey) Ltd | 5,239 | $2.05M | 0.90% | +74+1.4% | Added |
| M&R Capital Management Inc | 5,242 | $2.05M | 0.46% | +639+13.9% | Added |
| Northeast Financial Group, Inc. | 5,242 | $2.05M | 1.32% | +90+1.7% | Added |
| Somerset Trust Co | 5,253 | $2.05M | 0.84% | −97−1.8% | Reduced |
| Circle Wealth Management, LLC | 5,260 | $2.06M | 0.30% | +6+0.1% | Added |
| Founders Financial Securities LLC | 5,272 | $2.06M | 0.41% | +242+4.8% | Added |
| Bigelow Investment Advisors, LLC | 5,320 | $2.08M | 1.02% | +52+1.0% | Added |
| Signet Investment Advisory Group, Inc. | 5,329 | $2.08M | 1.31% | −138−2.5% | Reduced |
| Smithfield Trust Co | 5,331 | $2.08M | 0.14% | +39+0.7% | Added |
| Avantax Planning Partners, Inc. | 5,338 | $2.09M | 0.10% | +698+15.0% | Added |
| Beaumont Financial Partners, LLC | 5,342 | $2.09M | 0.16% | −272−4.8% | Reduced |
| Renasant Bank | 5,343 | $2.09M | 1.66% | +231+4.5% | Added |
| TrimTabs Asset Management, LLC | 5,138 | $2.09M | 1.01% | 00.0% | Unchanged |
| HawsGoodwin Investment Management LLC | 5,388 | $2.10M | 0.64% | −24−0.4% | Reduced |
| Brighton Jones LLC | 5,399 | $2.11M | 0.11% | −103−1.9% | Reduced |
| GM Advisory Group, Inc. | 5,411 | $2.11M | 0.21% | +39+0.7% | Added |
| Shepherd Financial Partners LLC | 5,426 | $2.12M | 0.41% | +3,151+138.5% | Added |
| Marcum Wealth, LLC | 5,446 | $2.13M | 0.33% | −2,520−31.6% | Reduced |
| Brown Miller Wealth Management, LLC | 5,459 | $2.13M | 1.34% | +127+2.4% | Added |
| Transcend Wealth Collective, LLC | 4,694 | $2.13M | 0.19% | +4,694 | New |
| Northside Capital Management, LLC | 5,469 | $2.14M | 0.59% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 5,502 | $2.15M | 0.07% | +445+8.8% | Added |
| Dempze Nancy E | 5,502 | $2.15M | 1.69% | +95+1.8% | Added |
| Van Den Berg Management I, Inc | 5,516 | $2.15M | 0.42% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 5,080 | $2.16M | 0.90% | −40−0.8% | Reduced |
| Hartford Financial Management Inc. | 5,522 | $2.16M | 0.55% | −41−0.7% | Reduced |
| Seeyond | 5,531 | $2.16M | 0.21% | −838−13.2% | Reduced |
| Gofen & Glossberg LLC | 5,539 | $2.16M | 0.05% | +449+8.8% | Added |
| Windsor Group LTD | 5,520 | $2.17M | 0.45% | +205+3.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,546 | $2.17M | 1.09% | −127−2.2% | Reduced |
| Oarsman Capital, Inc. | 5,555 | $2.17M | 0.88% | +7+0.1% | Added |
| Legacy Private Trust Co. | 5,555 | $2.17M | 0.18% | +25+0.5% | Added |
| E&G Advisors, LP | 5,599 | $2.19M | 0.59% | +5,599 | Added |
| Griffin Asset Management, Inc. | 5,609 | $2.19M | 0.28% | +1,220+27.8% | Added |
| Procyon Private Wealth Partners, LLC | 5,613 | $2.19M | 0.57% | +129+2.4% | Added |
| Berman Capital Advisors, LLC | 5,623 | $2.20M | 0.35% | +1,048+22.9% | Added |
| Stokes Family Office, LLC | 5,624 | $2.20M | 0.30% | +212+3.9% | Added |
| Balyasny Asset Management LLC | 5,653 | $2.21M | 0.01% | −5,414−48.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 5,665 | $2.21M | 0.58% | +197+3.6% | Added |
| SkyView Investment Advisors, LLC | 5,679 | $2.22M | 0.62% | +1,199+26.8% | Added |
| Fluent Financial, LLC | 5,702 | $2.23M | 0.95% | +195+3.5% | Added |
| South State Corp. | 5,735 | $2.24M | 0.19% | +42+0.7% | Added |
| Burns J W & Co Inc | 5,749 | $2.25M | 0.35% | +30+0.5% | Added |
| Advisor OS, LLC | 5,765 | $2.25M | 0.49% | −259−4.3% | Reduced |
| Occidental Asset Management, LLC | 5,762 | $2.25M | 0.58% | +203+3.7% | Added |
| Menard Financial Group LLC | 5,772 | $2.25M | 1.98% | +412+7.7% | Added |
| Abbrea Capital, LLC | 5,810 | $2.27M | 0.34% | +334+6.1% | Added |
| Dakota Wealth Management | 5,838 | $2.28M | 0.26% | +1,029+21.4% | Added |
| Charter Trust Co | 5,847 | $2.28M | 0.21% | −156−2.6% | Reduced |
| Platte River Wealth Advisors, LLC | 5,867 | $2.29M | 0.85% | +100+1.7% | Added |
| KCS Wealth Advisory | 5,878 | $2.30M | 1.09% | +112+1.9% | Added |
| Wealth Architects, LLC | 5,899 | $2.31M | 0.45% | +119+2.1% | Added |
| Sunbelt Securities, Inc. | 5,491 | $2.31M | 0.41% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,953 | $2.33M | 0.34% | +34+0.6% | Added |
| Balentine LLC | 5,955 | $2.33M | 0.09% | +3,268+121.6% | Added |
| Eqis Capital Management, Inc. | 5,977 | $2.33M | 0.18% | +1,284+27.4% | Added |
| City Holding Co | 5,981 | $2.34M | 0.40% | +1,414+31.0% | Added |
| Great Diamond Partners, LLC | 5,997 | $2.34M | 0.64% | +741+14.1% | Added |
| Monetta Financial Services Inc | 6,000 | $2.34M | 1.90% | 00.0% | Unchanged |
| Russell Clark Investment Management Ltd | 6,000 | $2.34M | 2.33% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 5,488 | $2.35M | 0.52% | +126+2.3% | Added |
| Notis-McConarty Edward | 6,021 | $2.35M | 0.86% | +335+5.9% | Added |
| Heritage Wealth Management, LLC | 6,029 | $2.36M | 0.84% | +603+11.1% | Added |
| Swaine & Leidel Wealth Services, LLC | 6,030 | $2.36M | 2.08% | +6,030 | New |
| Breiter Capital Management Inc | 6,048 | $2.36M | 1.35% | +134+2.3% | Added |
| Lee Financial Co | 6,060 | $2.37M | 0.49% | −30.0% | Reduced |
| Rehmann Capital Advisory Group | 6,048 | $2.37M | 0.22% | −136−2.2% | Reduced |
| Little House Capital LLC | 6,069 | $2.37M | 1.39% | −758−11.1% | Reduced |
| Prelude Capital Management, LLC | 6,072 | $2.37M | 0.13% | +4,250+233.3% | Added |
| Voya Financial Advisors, Inc. | 5,945 | $2.38M | 0.29% | +209+3.6% | Added |
| Freedom Day Solutions, LLC | 6,124 | $2.39M | 1.12% | −311−4.8% | Reduced |
| Royal Fund Management, LLC | 6,179 | $2.41M | 0.39% | +828+15.5% | Added |
| Northeast Financial Consultants Inc | 6,189 | $2.42M | 0.16% | +6+0.1% | Added |
| Atlas Private Wealth Management | 6,201 | $2.42M | 1.48% | +74+1.2% | Added |
| Engineers Gate Manager LP | 6,217 | $2.43M | 0.14% | +1,770+39.8% | Added |
| Carret Asset Management, LLC | 6,223 | $2.43M | 0.29% | −93−1.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 6,233 | $2.44M | 0.01% | −53,897−89.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 6,243 | $2.45M | 1.63% | +4+0.1% | Added |
| Centric Wealth Management | 6,316 | $2.47M | 0.91% | +49+0.8% | Added |
| American National Registered Investment Advisor, Inc. | 6,338 | $2.48M | 0.90% | −23−0.4% | Reduced |
| Parisi Gray Wealth Management | 6,322 | $2.48M | 1.03% | +5+0.1% | Added |
| Mattern Wealth Management LLC | 6,370 | $2.49M | 0.84% | −21−0.3% | Reduced |
| Condor Capital Management | 6,370 | $2.49M | 0.27% | +77+1.2% | Added |
| Pearl River Capital, LLC | 6,377 | $2.49M | 0.68% | +6,377 | New |
| HM Capital Management, LLC | 6,379 | $2.49M | 1.08% | +63+1.0% | Added |
| Townsend & Associates, Inc | 6,163 | $2.50M | 1.23% | +354+6.1% | Added |
| Donaldson Capital Management, LLC | 6,392 | $2.50M | 0.13% | −59−0.9% | Reduced |
| BBR Partners, LLC | 6,411 | $2.50M | 0.21% | +17+0.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,429 | $2.51M | 0.82% | −774−10.7% | Reduced |
| NorthRock Partners, LLC | 6,392 | $2.52M | 0.21% | +2,412+60.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,456 | $2.52M | 0.59% | −61−0.9% | Reduced |
| Rossmore Private Capital | 6,478 | $2.53M | 0.43% | 00.0% | Unchanged |
| Patten Group, Inc. | 6,482 | $2.53M | 0.74% | −50−0.8% | Reduced |
| Harrell Investment Partners, LLC | 6,485 | $2.53M | 0.82% | +208+3.3% | Added |
| Wealthsource Partners, LLC | 6,490 | $2.54M | 0.22% | +817+14.4% | Added |
| Strategic Wealth Partners, Ltd. | 6,508 | $2.54M | 0.75% | +1,237+23.5% | Added |
| DF Dent & Co Inc | 6,543 | $2.56M | 0.03% | −492−7.0% | Reduced |
| Summit X, LLC | 6,538 | $2.56M | 0.64% | −10−0.2% | Reduced |
| Canandaigua National Corp | 6,581 | $2.57M | 0.42% | −331−4.8% | Reduced |