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 |
|---|---|---|---|---|---|
| Scott & Selber, Inc. | 8,475 | $3.31M | 1.34% | −259−3.0% | Reduced |
| NBW Capital LLC | 8,485 | $3.31M | 0.80% | +62+0.7% | Added |
| SNS Financial Group, LLC | 8,499 | $3.32M | 0.41% | +20.0% | Added |
| Hilltop Holdings Inc. | 8,504 | $3.32M | 0.36% | +36+0.4% | Added |
| Cascadia Advisory Services, LLC | 8,563 | $3.35M | 0.68% | +82+1.0% | Added |
| Page Arthur B | 8,573 | $3.35M | 2.49% | −223−2.5% | Reduced |
| Tranquility Partners, LLC | 8,575 | $3.35M | 1.70% | +100+1.2% | Added |
| Family Legacy, Inc. | 8,210 | $3.35M | 1.51% | −52−0.6% | Reduced |
| Laidlaw Wealth Management LLC | 8,624 | $3.37M | 0.86% | +824+10.6% | Added |
| Reilly Financial Advisors, LLC | 8,633 | $3.37M | 0.29% | −283−3.2% | Reduced |
| Johnson Financial Group, Inc. | 8,655 | $3.38M | 0.23% | −74−0.8% | Reduced |
| United Capital Management of KS, Inc. | 8,689 | $3.40M | 1.39% | +384+4.6% | Added |
| Roanoke Asset Management Corp | 8,720 | $3.41M | 1.21% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 7,401 | $3.41M | 1.89% | +7+0.1% | Added |
| Thoroughbred Financial Services, LLC | 8,760 | $3.42M | 0.83% | −10−0.1% | Reduced |
| Atlantic Trust, LLC | 8,768 | $3.43M | 2.17% | +591+7.2% | Added |
| Delta Capital Management LLC | 8,806 | $3.44M | 2.14% | −10−0.1% | Reduced |
| First Mercantile Trust Co | 8,842 | $3.46M | 0.46% | −3,374−27.6% | Reduced |
| JT Stratford LLC | 8,847 | $3.46M | 1.06% | +149+1.7% | Added |
| Sentry Investment Management LLC | 8,867 | $3.46M | 1.01% | −1,232−12.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,897 | $3.48M | 0.26% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 8,896 | $3.48M | 1.03% | +35+0.4% | Added |
| Cypress Capital Group | 8,935 | $3.49M | 0.47% | −360−3.9% | Reduced |
| Equitable Holdings, Inc. | 8,945 | $3.50M | 0.06% | +1,184+15.3% | Added |
| Sawtooth Solutions, LLC | 8,982 | $3.51M | 0.54% | +1,395+18.4% | Added |
| Plimoth Trust Co LLC | 8,985 | $3.51M | 0.99% | +90+1.0% | Added |
| Ballentine Partners, LLC | 9,012 | $3.52M | 0.12% | +36+0.4% | Added |
| Studio Investment Management LLC | 9,045 | $3.53M | 1.52% | +9,045 | New |
| Zions Bancorporation, N.A. | 9,064 | $3.54M | 0.36% | +740+8.9% | Added |
| Sepio Capital, LP | 9,073 | $3.54M | 0.30% | −6,654−42.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 9,117 | $3.56M | 0.04% | −64,004−87.5% | Reduced |
| Savant Capital, LLC | 9,115 | $3.56M | 0.13% | +460+5.3% | Added |
| Cypress Asset Management Inc | 9,131 | $3.57M | 0.93% | −10−0.1% | Reduced |
| Meridian Wealth Advisors, LLC | 9,149 | $3.58M | 1.00% | +143+1.6% | Added |
| Trust Asset Management LLC | 9,158 | $3.58M | 0.49% | +605+7.1% | Added |
| Qtron Investments LLC | 9,170 | $3.58M | 0.96% | +808+9.7% | Added |
| Whalerock Point Partners, LLC | 9,180 | $3.59M | 1.39% | +140+1.5% | Added |
| Gs Investments, Inc. | 9,188 | $3.59M | 1.88% | +10.0% | Added |
| Proequities, Inc. | 9,212 | $3.60M | 0.22% | +447+5.1% | Added |
| Unison Asset Management LLC | 9,224 | $3.60M | 3.21% | −25−0.3% | Reduced |
| Covenant Asset Management, LLC | 9,237 | $3.61M | 1.08% | +34+0.4% | Added |
| Peloton Wealth Strategists | 9,246 | $3.61M | 1.48% | +2,980+47.6% | Added |
| Oak Associates, Ltd | 9,250 | $3.61M | 0.21% | 00.0% | Unchanged |
| Valley National Advisers Inc | 9,258 | $3.62M | 0.65% | −183−1.9% | Reduced |
| Resources Investment Advisors, LLC. | 9,270 | $3.62M | 0.14% | +990+12.0% | Added |
| Parkside Investments, LLC | 9,307 | $3.64M | 0.76% | −4,000−30.1% | Reduced |
| Orleans Capital Management Corp | 9,327 | $3.64M | 2.33% | −10−0.1% | Reduced |
| High Pines Wealth Management, LLC | 9,385 | $3.67M | 2.52% | +1,003+12.0% | Added |
| Steadfast Capital Management (UK) Ltd. | 9,406 | $3.67M | 4.32% | +9,406 | New |
| Nicollet Investment Management, Inc. | 9,409 | $3.68M | 1.55% | −38−0.4% | Reduced |
| Weik Capital Management | 9,465 | $3.70M | 1.53% | −1,035−9.9% | Reduced |
| Stevens Capital Management LP | 9,463 | $3.70M | 1.55% | +5,398+132.8% | Added |
| Cox Capital Mgt LLC | 9,474 | $3.70M | 2.49% | +31+0.3% | Added |
| Investment House LLC | 9,510 | $3.72M | 0.27% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 9,524 | $3.72M | 1.42% | +587+6.6% | Added |
| Piscataqua Savings Bank | 9,576 | $3.74M | 3.23% | −52−0.5% | Reduced |
| Lazard Freres Gestion S.A.S. | 9,600 | $3.75M | 0.11% | 00.0% | Unchanged |
| Regent Investment Management LLC | 9,602 | $3.75M | 0.90% | −25−0.3% | Reduced |
| Teza Capital Management LLC | 9,603 | $3.75M | 1.80% | +8,255+612.4% | Added |
| Nikulski Financial, Inc. | 9,657 | $3.77M | 1.75% | +157+1.7% | Added |
| Dynamic Technology Lab Private Ltd | 9,666 | $3.78M | 0.45% | +5,807+150.5% | Added |
| Bond & Devick Financial Network, Inc. | 9,682 | $3.78M | 3.14% | −150−1.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 9,748 | $3.81M | 0.44% | +2,212+29.4% | Added |
| Checchi Capital Advisers, LLC | 9,750 | $3.81M | 0.47% | −80−0.8% | Reduced |
| Intrust Bank NA | 9,838 | $3.84M | 0.51% | +217+2.3% | Added |
| Goodwin Daniel L | 9,850 | $3.85M | 1.79% | −4,260−30.2% | Reduced |
| De Burlo Group Inc | 9,855 | $3.85M | 0.62% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 9,898 | $3.87M | 1.58% | −50−0.5% | Reduced |
| Sky Investment Group LLC | 9,919 | $3.88M | 0.86% | −263−2.6% | Reduced |
| Duff & Phelps Investment Management Co | 9,935 | $3.88M | 0.05% | −225−2.2% | Reduced |
| Morris Capital Advisors, LLC | 9,972 | $3.90M | 3.07% | −280−2.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 9,995 | $3.90M | 1.45% | +206+2.1% | Added |
| SWS Partners | 10,011 | $3.91M | 2.42% | +5,026+100.8% | Added |
| IMC-Chicago, LLC | 10,047 | $3.93M | 0.32% | +10,047 | New |
| Change Path, LLC | 9,983 | $3.94M | 0.23% | +731+7.9% | Added |
| Gladstone Institutional Advisory LLC | 10,111 | $3.95M | 0.39% | +3,505+53.1% | Added |
| AlphaStar Capital Management, LLC | 8,939 | $3.95M | 0.27% | +8,939 | New |
| Moors & Cabot, Inc. | 10,119 | $3.96M | 0.25% | +21+0.2% | Added |
| Moneta Group Investment Advisors LLC | 10,132 | $3.96M | 0.18% | +340+3.5% | Added |
| Chatham Capital Group, Inc. | 10,171 | $3.97M | 0.76% | +105+1.0% | Added |
| Clarius Group, LLC | 10,188 | $3.98M | 0.36% | +249+2.5% | Added |
| MU Investments Co., Ltd. | 9,980 | $4.00M | 4.29% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 10,273 | $4.01M | 1.11% | −433−4.0% | Reduced |
| Holderness Investments Co | 10,317 | $4.03M | 1.33% | −195−1.9% | Reduced |
| CMH Wealth Management LLC | 10,373 | $4.05M | 1.33% | +268+2.7% | Added |
| Fairhaven Wealth Management, LLC | 10,410 | $4.07M | 1.68% | +798+8.3% | Added |
| RNC Capital Management LLC | 10,449 | $4.08M | 0.22% | −11,163−51.7% | Reduced |
| Kinneret Advisory, LLC | 10,466 | $4.09M | 0.48% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 10,483 | $4.10M | 0.93% | +178+1.7% | Added |
| Enterprise Bank & Trust Co | 10,486 | $4.10M | 1.62% | −295−2.7% | Reduced |
| SlateStone Wealth, LLC | 10,490 | $4.10M | 0.94% | −451−4.1% | Reduced |
| Duncker Streett & Co Inc | 10,540 | $4.12M | 0.78% | −100−0.9% | Reduced |
| Tower View Investment Management & Research LLC | 10,568 | $4.13M | 2.29% | +363+3.6% | Added |
| Dividend Assets Capital, LLC | 10,597 | $4.14M | 0.83% | +224+2.2% | Added |
| Souders Financial Advisors | 10,604 | $4.14M | 1.34% | +459+4.5% | Added |
| Waldron Private Wealth LLC | 10,610 | $4.14M | 0.24% | +1,398+15.2% | Added |
| Fulcrum Asset Management LLP | – | $4.16M | 2.05% | – | – |
| Kingsview Wealth Management, LLC | 10,701 | $4.18M | 0.20% | +186+1.8% | Added |
| Morgan Jess S & Co Inc | 10,806 | $4.22M | 2.79% | +550+5.4% | Added |
| Csenge Advisory Group | 10,787 | $4.23M | 0.36% | +508+4.9% | Added |