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 |
|---|---|---|---|---|---|
| Ocean Capital Management, LLC | 10,789 | $4.23M | 1.85% | +706+7.0% | Added |
| Strategic Financial Services, Inc, | 10,913 | $4.26M | 0.34% | −237−2.1% | Reduced |
| Dorchester Wealth Management Co | 10,929 | $4.27M | 1.05% | +290+2.7% | Added |
| Institutional & Family Asset Management, LLC | 11,008 | $4.30M | 0.69% | −231−2.1% | Reduced |
| Naples Global Advisors, LLC | 11,017 | $4.30M | 0.57% | +50.0% | Added |
| CAPROCK Group, Inc. | 11,054 | $4.32M | 0.39% | −13−0.1% | Reduced |
| Wrapmanager Inc | 11,055 | $4.32M | 1.13% | −210−1.9% | Reduced |
| L & S Advisors Inc | 11,064 | $4.32M | 0.47% | −12,284−52.6% | Reduced |
| Prospera Financial Services Inc | 11,065 | $4.33M | 0.22% | +690+6.7% | Added |
| Gamble Jones Investment Counsel | 11,142 | $4.35M | 0.29% | −121−1.1% | Reduced |
| Mount Lucas Management LP | 11,185 | $4.37M | 1.38% | −832−6.9% | Reduced |
| Moloney Securities Asset Management, LLC | 11,218 | $4.38M | 0.80% | +265+2.4% | Added |
| Foundations Investment Advisors, LLC | 11,145 | $4.38M | 0.19% | +560+5.3% | Added |
| Plancorp, LLC | 11,235 | $4.39M | 0.30% | +78+0.7% | Added |
| Virtue Capital Management, LLC | 11,284 | $4.41M | 0.78% | −160−1.4% | Reduced |
| HBW Advisory Services LLC | 11,302 | $4.42M | 1.14% | −747−6.2% | Reduced |
| Kidder Stephen W | 11,380 | $4.45M | 1.39% | −65−0.6% | Reduced |
| CX Institutional | 11,398 | $4.45M | 0.36% | −87−0.8% | Reduced |
| Private Trust Co NA | 11,403 | $4.46M | 0.65% | +321+2.9% | Added |
| Bray Capital Advisors | 11,407 | $4.46M | 1.14% | +17+0.1% | Added |
| Connable Office Inc | 11,423 | $4.46M | 0.65% | −551−4.6% | Reduced |
| Puzo Michael J | 11,430 | $4.47M | 1.42% | +35+0.3% | Added |
| Asset Dedication, LLC | 11,459 | $4.47M | 0.59% | +85+0.7% | Added |
| IFP Advisors, Inc | 11,437 | $4.47M | 0.09% | −331−2.8% | Reduced |
| Bristlecone Advisors, LLC | 11,459 | $4.48M | 0.59% | +228+2.0% | Added |
| Affinity Investment Advisors, LLC | 11,461 | $4.48M | 2.01% | +1,039+10.0% | Added |
| Mutual Advisors, LLC | 11,464 | $4.48M | 0.27% | +575+5.3% | Added |
| Baker Tilly Wealth Management, LLC | 11,495 | $4.49M | 0.59% | +1,293+12.7% | Added |
| Barbara Oil Co. | 11,500 | $4.49M | 2.11% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 11,520 | $4.50M | 2.78% | −1,880−14.0% | Reduced |
| Belpointe Asset Management LLC | 11,526 | $4.50M | 0.31% | −30.0% | Reduced |
| Tower Bridge Advisors | 11,556 | $4.52M | 0.30% | +270+2.4% | Added |
| Resources Management Corp | 11,587 | $4.53M | 0.65% | −83−0.7% | Reduced |
| Winton Group Ltd | 11,601 | $4.53M | 0.25% | −20−0.2% | Reduced |
| Pinnacle Holdings, LLC | 11,647 | $4.55M | 2.00% | −265−2.2% | Reduced |
| Advisors Capital Management, LLC | 11,671 | $4.56M | 0.14% | −30.0% | Reduced |
| Bank of Nova Scotia Trust Co | 11,703 | $4.57M | 0.41% | +1,170+11.1% | Added |
| Coldstream Capital Management Inc | 14,719 | $4.59M | 0.22% | −576−3.8% | Reduced |
| Geneos Wealth Management Inc. | 11,702 | $4.59M | 0.18% | +557+5.0% | Added |
| Capital Analysts, LLC | 11,822 | $4.62M | 0.30% | +170+1.5% | Added |
| Handelsinvest Investeringsforvaltning | 11,861 | $4.63M | 0.51% | −1,200−9.2% | Reduced |
| Global Retirement Partners, LLC | 11,864 | $4.64M | 0.46% | +547+4.8% | Added |
| Culbertson A N & Co Inc | 11,887 | $4.64M | 0.95% | +629+5.6% | Added |
| Venture Visionary Partners LLC | 11,879 | $4.64M | 0.33% | +1,168+10.9% | Added |
| Allworth Financial LP | 11,918 | $4.66M | 0.08% | +5,869+97.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,928 | $4.66M | 0.38% | −237−1.9% | Reduced |
| Annex Advisory Services, LLC | 11,966 | $4.68M | 0.38% | +590+5.2% | Added |
| Karp Capital Management Corp | 11,985 | $4.68M | 0.66% | +984+8.9% | Added |
| Optimum Investment Advisors | 12,088 | $4.72M | 1.99% | −2,728−18.4% | Reduced |
| Lountzis Asset Management, LLC | 12,146 | $4.75M | 2.96% | −21−0.2% | Reduced |
| Keeler Thomas Management LLC | 12,171 | $4.76M | 2.27% | +681+5.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,192 | $4.76M | 1.74% | +25+0.2% | Added |
| Broderick Brian C | 12,209 | $4.77M | 1.27% | +985+8.8% | Added |
| Mather Group, LLC. | 12,261 | $4.79M | 0.12% | +4,243+52.9% | Added |
| Community Bank & Trust, Waco, Texas | 12,280 | $4.80M | 1.56% | +59+0.5% | Added |
| HGK Asset Management Inc | 12,301 | $4.81M | 1.58% | −330−2.6% | Reduced |
| Stratos Wealth Partners, LTD. | 12,335 | $4.82M | 0.12% | +312+2.6% | Added |
| Tradition Wealth Management, LLC | 12,343 | $4.82M | 0.69% | +469+3.9% | Added |
| Eisler Capital (UK) Ltd. | 12,349 | $4.83M | 0.57% | +5,629+83.8% | Added |
| Jasper Ridge Partners, L.P. | 12,405 | $4.85M | 0.22% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 12,413 | $4.85M | 0.34% | +1,374+12.4% | Added |
| We Are One Seven, LLC | 10,539 | $4.85M | 0.62% | +1,345+14.6% | Added |
| Pegasus Partners Ltd. | 12,439 | $4.86M | 0.88% | −596−4.6% | Reduced |
| Bank of New Hampshire | 12,163 | $4.87M | 1.30% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 12,467 | $4.87M | 0.19% | −482−3.7% | Reduced |
| Wealth Advisory Solutions, LLC | 12,513 | $4.89M | 1.09% | −700−5.3% | Reduced |
| Montag A & Associates Inc | 12,554 | $4.91M | 0.26% | −98−0.8% | Reduced |
| Reliant Investment Management, LLC | 12,569 | $4.91M | 2.44% | −720−5.4% | Reduced |
| West Family Investments, Inc. | 12,592 | $4.92M | 1.31% | +420+3.5% | Added |
| Triasima Portfolio Management inc. | 12,620 | $4.93M | 0.26% | +1,130+9.8% | Added |
| Parallel Advisors, LLC | 12,690 | $4.96M | 0.20% | +1,048+9.0% | Added |
| Asio Capital, LLC | 12,706 | $4.96M | 1.71% | +214+1.7% | Added |
| Point72 Hong Kong Ltd | 12,720 | $4.97M | 0.38% | −8,738−40.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,746 | $4.98M | 0.19% | −117−0.9% | Reduced |
| Paradigm Financial Partners, LLC | 12,327 | $4.99M | 1.18% | +163+1.3% | Added |
| J. W. Coons Advisors, LLC | 12,773 | $4.99M | 1.71% | +130+1.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 12,806 | $5.00M | 0.13% | +9,390+274.9% | Added |
| Frontier Wealth Management LLC | 12,816 | $5.01M | 0.35% | +306+2.4% | Added |
| NBT Bank N A | 12,945 | $5.06M | 0.70% | −127−1.0% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $5.08M | 1.39% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 13,011 | $5.08M | 1.07% | −203−1.5% | Reduced |
| Horizon Investment Services, LLC | 13,016 | $5.09M | 2.50% | −158−1.2% | Reduced |
| River & Mercantile Asset Management LLP | 13,034 | $5.09M | 0.40% | −10,120−43.7% | Reduced |
| Hotaling Investment Management, LLC | 13,058 | $5.10M | 2.12% | +158+1.2% | Added |
| Sowell Financial Services LLC | 13,073 | $5.11M | 0.34% | +320+2.5% | Added |
| Tudor Investment Corp Et Al | 13,082 | $5.11M | 0.10% | +4,553+53.4% | Added |
| Accredited Investors Inc. | 13,108 | $5.12M | 0.55% | +94+0.7% | Added |
| Acropolis Investment Management, LLC | 13,148 | $5.12M | 0.61% | −48−0.4% | Reduced |
| Dynamic Advisor Solutions LLC | 13,114 | $5.12M | 0.39% | +233+1.8% | Added |
| Wealthspire Advisors, LLC | 13,114 | $5.12M | 0.11% | +4,288+48.6% | Added |
| Benson Investment Management Company, Inc. | 13,140 | $5.13M | 2.64% | +18+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 13,143 | $5.13M | 0.13% | −266−2.0% | Reduced |
| Marietta Wealth Management, LLC | 13,151 | $5.14M | 1.12% | +828+6.7% | Added |
| Berkshire Asset Management LLC | 13,160 | $5.14M | 0.34% | +782+6.3% | Added |
| Kestra Private Wealth Services, LLC | 13,177 | $5.15M | 0.29% | +1,552+13.4% | Added |
| Eudaimonia Partners, LLC | 13,187 | $5.15M | 0.93% | −1,491−10.2% | Reduced |
| Pensionfund DSM Netherlands | 13,200 | $5.16M | 0.66% | −8,600−39.4% | Reduced |
| Greystone Financial Group, LLC | 13,218 | $5.17M | 1.54% | −4,068−23.5% | Reduced |
| Altium Wealth Management LLC | 13,242 | $5.17M | 0.37% | +103+0.8% | Added |
| Trust Co of Vermont | 13,249 | $5.18M | 0.37% | +125+1.0% | Added |