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 |
|---|---|---|---|---|---|
| Midwest Wealth Management Inc. | 6,602 | $2.58M | 1.78% | +70+1.1% | Added |
| Cassia Capital Partners, LLC | 6,602 | $2.58M | 1.78% | +6,067+1,134.0% | Added |
| Doyle Wealth Management | 6,611 | $2.58M | 0.21% | +2,597+64.7% | Added |
| PFG Advisors | 6,613 | $2.58M | 0.29% | −102−1.5% | Reduced |
| Wellington Shields Capital Management, LLC | 6,621 | $2.59M | 0.35% | +14+0.2% | Added |
| Van Cleef Asset Management,Inc | 6,626 | $2.59M | 0.39% | −1,695−20.4% | Reduced |
| Bogart Wealth, LLC | 6,643 | $2.60M | 0.26% | +1,063+19.1% | Added |
| Eads & Heald Wealth Management | 6,645 | $2.60M | 1.25% | +1,761+36.1% | Added |
| Pinkerton Retirement Specialists, LLC | 6,654 | $2.60M | 0.50% | +187+2.9% | Added |
| Birch Capital Management, LLC | 6,664 | $2.60M | 1.77% | 00.0% | Unchanged |
| Elgethun Capital Management | 6,668 | $2.61M | 0.90% | +22+0.3% | Added |
| First Horizon Advisors, Inc. | 6,674 | $2.61M | 0.09% | +2,369+55.0% | Added |
| Principle Wealth Partners LLC | 6,705 | $2.62M | 0.30% | +200+3.1% | Added |
| Heartland Bank & Trust Co | 6,737 | $2.63M | 2.27% | +167+2.5% | Added |
| Veriti Management LLC | 6,766 | $2.64M | 0.38% | +14+0.2% | Added |
| Legacy Wealth Management, LLC | 6,786 | $2.65M | 1.42% | 00.0% | Unchanged |
| FourThought Financial, LLC | 6,790 | $2.65M | 0.35% | −1,148−14.5% | Reduced |
| Wunderlich Capital Managemnt | 6,796 | $2.65M | 1.28% | +155+2.3% | Added |
| Davis-Rea Ltd. | 6,800 | $2.66M | 1.30% | +18+0.3% | Added |
| Ameritas Investment Company, LLC | 6,854 | $2.68M | 0.12% | +2,127+45.0% | Added |
| MPS Loria Financial Planners, LLC | 6,859 | $2.68M | 1.23% | +73+1.1% | Added |
| Valeo Financial Advisors, LLC | 6,868 | $2.68M | 0.16% | +1,020+17.4% | Added |
| Ashford Capital Management Inc | 6,873 | $2.69M | 0.24% | −228−3.2% | Reduced |
| TFG Advisers LLC | 6,949 | $2.71M | 1.31% | +28+0.4% | Added |
| Valley Brook Capital Group | 6,963 | $2.72M | 2.69% | −39−0.6% | Reduced |
| Tealwood Asset Management Inc | 6,980 | $2.73M | 1.10% | +6,980 | New |
| Morgens Waterfall Vintiadis & Co Inc | 7,000 | $2.74M | 1.41% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 7,009 | $2.74M | 0.44% | −54−0.8% | Reduced |
| Philadelphia Trust Co | 7,012 | $2.74M | 0.20% | +6,106+674.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 7,019 | $2.74M | 0.02% | −500−6.6% | Reduced |
| SevenBridge Financial Group, LLC | 7,051 | $2.75M | 0.92% | −141−2.0% | Reduced |
| MD Financial Management Inc. | 7,117 | $2.78M | 0.07% | +448+6.7% | Added |
| NEXT Financial Group, Inc | 7,130 | $2.79M | 0.22% | +691+10.7% | Added |
| Bank of Hawaii | 7,168 | $2.80M | 0.16% | +1,049+17.1% | Added |
| Heritage Way Advisors, LLC | 7,185 | $2.81M | 1.17% | −7−0.1% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 7,255 | $2.83M | 0.32% | +178+2.5% | Added |
| Banco de Sabadell, S.A | 7,270 | $2.84M | 1.91% | −5,081−41.1% | Reduced |
| Hyman Charles D | 7,285 | $2.85M | 0.20% | +209+3.0% | Added |
| Cypress Capital, LLC | 7,319 | $2.86M | 0.36% | +3,263+80.4% | Added |
| Raab & Moskowitz Asset Management LLC | 7,325 | $2.86M | 1.03% | −39−0.5% | Reduced |
| Boenning & Scattergood, Inc. | 7,332 | $2.87M | 0.50% | +36+0.5% | Added |
| Salem Investment Counselors Inc | 7,368 | $2.88M | 0.16% | −50−0.7% | Reduced |
| Baker Avenue Asset Management, LP | 7,392 | $2.89M | 0.17% | +699+10.4% | Added |
| Clear Street Markets LLC | 7,393 | $2.89M | 0.64% | −95−1.3% | Reduced |
| True North Advisors, LLC | 7,395 | $2.89M | 0.57% | +177+2.5% | Added |
| Kovack Advisors, Inc. | 7,425 | $2.90M | 0.32% | +1,796+31.9% | Added |
| K.J. Harrison & Partners Inc | 7,417 | $2.92M | 0.42% | +20.0% | Added |
| Fukoku Mutual Life Insurance Co | 7,470 | $2.92M | 0.23% | +3,090+70.5% | Added |
| Wealth Alliance | 7,476 | $2.92M | 0.66% | +97+1.3% | Added |
| AIMZ Investment Advisors, LLC | 7,478 | $2.92M | 1.32% | −64−0.8% | Reduced |
| Clear Harbor Asset Management, LLC | 7,500 | $2.93M | 0.35% | −533−6.6% | Reduced |
| AIA Group Ltd | 7,515 | $2.94M | 0.17% | −2,265−23.2% | Reduced |
| Ritholtz Wealth Management | 7,529 | $2.94M | 0.20% | +108+1.5% | Added |
| Decatur Capital Management, Inc. | 7,541 | $2.95M | 1.94% | −8,858−54.0% | Reduced |
| Avestar Capital, LLC | 7,558 | $2.95M | 0.57% | +423+5.9% | Added |
| Doliver Advisors, LP | 7,559 | $2.95M | 0.99% | +39+0.5% | Added |
| Dohj, LLC | 6,446 | $2.97M | 1.41% | +257+4.2% | Added |
| Itau Unibanco Holding S.A. | 7,673 | $3.00M | 0.16% | +7,461+3,519.3% | Added |
| Mitchell Capital Management Co | 7,674 | $3.00M | 0.67% | −30−0.4% | Reduced |
| Pantheon Investment Group, LLC | 7,673 | $3.00M | 2.58% | +192+2.6% | Added |
| Stanley-Laman Group, Ltd. | 7,703 | $3.01M | 0.39% | +861+12.6% | Added |
| TrinityPoint Wealth, LLC | 7,714 | $3.01M | 0.58% | −54−0.7% | Reduced |
| West Branch Capital LLC | 7,713 | $3.01M | 1.45% | +14+0.2% | Added |
| Capital Insight Partners, LLC | 7,718 | $3.02M | 0.66% | +212+2.8% | Added |
| Brewin Dolphin Ltd | 7,719 | $3.02M | 0.12% | +1,081+16.3% | Added |
| Harbour Investment Management LLC | 7,726 | $3.02M | 1.53% | −22−0.3% | Reduced |
| Geneva Partners, LLC | 7,752 | $3.03M | 1.49% | +4,733+156.8% | Added |
| Lincoln National Corp | 7,777 | $3.04M | 0.07% | +73+0.9% | Added |
| Americana Partners, LLC | 7,788 | $3.04M | 0.74% | +6,458+485.6% | Added |
| Leelyn Smith, LLC | 7,828 | $3.06M | 0.89% | +642+8.9% | Added |
| Symmetry Partners, LLC | 7,784 | $3.06M | 0.20% | −6,600−45.9% | Reduced |
| RDA Financial Network | 7,837 | $3.06M | 1.35% | +256+3.4% | Added |
| S.E.E.D. Planning Group LLC | 7,838 | $3.06M | 1.44% | −825−9.5% | Reduced |
| Grove Bank & Trust | 7,865 | $3.07M | 0.65% | +156+2.0% | Added |
| Sheets Smith Wealth Management | 7,868 | $3.07M | 0.42% | +15+0.2% | Added |
| Twinbeech Capital LP | 7,876 | $3.08M | 0.22% | +7,876 | New |
| Jaffetilchin Investment Partners, LLC | 7,884 | $3.08M | 0.33% | −4,672−37.2% | Reduced |
| Buckley Wealth Management, LLC | 7,898 | $3.09M | 1.00% | +107+1.4% | Added |
| Prime Capital Investment Advisors, LLC | 7,921 | $3.10M | 0.19% | +755+10.5% | Added |
| Wade G W & Inc | 7,985 | $3.12M | 0.15% | +141+1.8% | Added |
| IMA Wealth, Inc. | 7,987 | $3.12M | 0.74% | −43−0.5% | Reduced |
| Union Heritage Capital, LLC | 8,000 | $3.13M | 1.47% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 8,058 | $3.15M | 2.27% | −18−0.2% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,096 | $3.16M | 1.49% | +128+1.6% | Added |
| Hennessy Advisors Inc | 8,100 | $3.17M | 0.19% | −200−2.4% | Reduced |
| Bessemer Securities LLC | 8,099 | $3.17M | 1.08% | +2,036+33.6% | Added |
| Legacy Capital Partners, Inc. | 8,105 | $3.17M | 1.15% | −7−0.1% | Reduced |
| Strategic Capital Advisers, Inc. | 8,112 | $3.17M | 2.47% | +744+10.1% | Added |
| Becker Capital Management Inc | 8,170 | $3.19M | 0.13% | −28−0.3% | Reduced |
| Private Wealth Strategies, L.L.C. | 8,250 | $3.22M | 0.81% | +21+0.3% | Added |
| Strategic Advisors LLC | 8,255 | $3.23M | 0.69% | +847+11.4% | Added |
| Keebeck Wealth Management, LLC | 8,272 | $3.23M | 0.64% | −291−3.4% | Reduced |
| Foster & Motley Inc | 8,272 | $3.23M | 0.27% | −112−1.3% | Reduced |
| Palouse Capital Management, Inc. | 8,317 | $3.25M | 1.44% | −464−5.3% | Reduced |
| Connecticut Wealth Management, LLC | 8,351 | $3.26M | 0.28% | +13+0.2% | Added |
| Community Bank, N.A. | 8,355 | $3.26M | 0.40% | +384+4.8% | Added |
| Martin Capital Partners, LLC | 8,381 | $3.27M | 1.65% | +10.0% | Added |
| Quadrant Capital Group LLC | 8,394 | $3.28M | 0.46% | +441+5.5% | Added |
| DeDora Capital, Inc. | 8,437 | $3.30M | 1.43% | −51−0.6% | Reduced |
| Field & Main Bank | 8,457 | $3.30M | 2.17% | −510−5.7% | Reduced |