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 |
|---|---|---|---|---|---|
| High Note Wealth, LLC | 13,257 | $5.18M | 1.87% | +76+0.6% | Added |
| Essex Financial Services, Inc. | 13,265 | $5.18M | 0.59% | +3,477+35.5% | Added |
| Vanguard Capital Wealth Advisors | 13,298 | $5.20M | 3.96% | +48+0.4% | Added |
| Mizuho Securities USA LLC | 13,331 | $5.21M | 0.53% | +144+1.1% | Added |
| Integrated Wealth Concepts LLC | 13,331 | $5.21M | 0.17% | +584+4.6% | Added |
| Capital Planning Advisors, LLC | 13,372 | $5.22M | 1.08% | +73+0.5% | Added |
| Coastline Trust Co | 13,385 | $5.23M | 0.65% | +125+0.9% | Added |
| Kames Capital plc | 13,411 | $5.24M | 0.07% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 13,423 | $5.25M | 0.42% | +10,582+372.5% | Added |
| King Luther Capital Management Corp | 13,448 | $5.25M | 0.03% | −889−6.2% | Reduced |
| Pitcairn Co | 13,506 | $5.28M | 0.36% | −2,442−15.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 13,374 | $5.29M | 0.16% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 13,585 | $5.31M | 0.77% | +3,105+29.6% | Added |
| Koshinski Asset Management, Inc. | 13,591 | $5.31M | 0.46% | +4,347+47.0% | Added |
| Clearstead Advisors, LLC | 13,624 | $5.32M | 0.40% | −611−4.3% | Reduced |
| Ballast, Inc. | 13,628 | $5.33M | 2.24% | +54+0.4% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 13,654 | $5.34M | 2.54% | +13,654 | New |
| Brookstone Capital Management | 13,258 | $5.35M | 0.10% | +116+0.9% | Added |
| Madison Wealth Management | 13,751 | $5.37M | 1.17% | +127+0.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,807 | $5.39M | 0.28% | +2,239+19.4% | Added |
| Advisory Services Network, LLC | 13,826 | $5.40M | 0.17% | +2,605+23.2% | Added |
| Chicago Trust Co NA | 13,880 | $5.42M | 1.19% | +1,286+10.2% | Added |
| First Interstate Bank | 13,920 | $5.44M | 0.56% | +380+2.8% | Added |
| Sandy Spring Bank | 13,990 | $5.47M | 0.29% | −15−0.1% | Reduced |
| Boston Financial Mangement LLC | 14,003 | $5.47M | 0.22% | +31+0.2% | Added |
| Monetary Management Group Inc | 14,030 | $5.48M | 1.51% | +1,150+8.9% | Added |
| Bluefin Capital Management, LLC | 14,122 | $5.52M | 0.64% | −1,220−8.0% | Reduced |
| Sonora Investment Management, LLC | 14,128 | $5.52M | 0.69% | +2,228+18.7% | Added |
| EFG Asset Management (Americas) Corp. | 14,096 | $5.53M | 0.98% | +592+4.4% | Added |
| HAP Trading, LLC | 14,150 | $5.53M | 0.41% | +14,150 | New |
| Ninety One North America, Inc. | 14,181 | $5.54M | 0.26% | +271+1.9% | Added |
| Smithbridge Asset Management Inc | 14,273 | $5.58M | 1.85% | −148−1.0% | Reduced |
| Perkins Coie Trust Co | 14,278 | $5.58M | 1.75% | −284−2.0% | Reduced |
| Empirical Finance, LLC | 14,294 | $5.58M | 0.84% | +672+4.9% | Added |
| Pensionfund Sabic | 14,300 | $5.59M | 1.18% | −900−5.9% | Reduced |
| Blue Fin Capital, Inc. | 14,336 | $5.60M | 1.71% | +270+1.9% | Added |
| Blue Edge Capital, LLC | 14,361 | $5.61M | 1.17% | −34−0.2% | Reduced |
| Broadleaf Partners, LLC | 14,401 | $5.63M | 1.86% | +575+4.2% | Added |
| Harbour Investments, Inc. | 14,406 | $5.63M | 0.18% | +2,781+23.9% | Added |
| Buckhead Capital Management LLC | 14,454 | $5.65M | 1.26% | +13,475+1,376.4% | Added |
| Ibex Wealth Advisors | 14,494 | $5.66M | 1.09% | +998+7.4% | Added |
| Johanson Financial Advisors, Inc. | 14,517 | $5.67M | 1.95% | +298+2.1% | Added |
| JCIC Asset Management Inc. | 14,546 | $5.68M | 1.87% | −152−1.0% | Reduced |
| Bowling Portfolio Management LLC | 14,613 | $5.71M | 1.28% | −95−0.6% | Reduced |
| Fieldpoint Private Securities, LLC | 14,635 | $5.72M | 1.27% | +125+0.9% | Added |
| Stokes Capital Advisors, LLC | 14,680 | $5.74M | 1.85% | +239+1.7% | Added |
| Mission Wealth Management, LP | 14,699 | $5.74M | 0.30% | +6,795+86.0% | Added |
| SOL Capital Management CO | 14,750 | $5.76M | 1.15% | −266−1.8% | Reduced |
| GPM Growth Investors, Inc. | 14,756 | $5.77M | 3.04% | −60.0% | Reduced |
| First Hawaiian Bank | 14,850 | $5.80M | 0.24% | +149+1.0% | Added |
| RiverFront Investment Group, LLC | 14,856 | $5.80M | 0.19% | −15,746−51.5% | Reduced |
| TCTC Holdings, LLC | 14,893 | $5.82M | 0.27% | +1,273+9.3% | Added |
| Cunning Capital Partners, LP | 15,000 | $5.86M | 3.09% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 15,024 | $5.87M | 1.48% | +550+3.8% | Added |
| Avitas Wealth Management LLC | 15,134 | $5.91M | 1.08% | −229−1.5% | Reduced |
| Capital Investment Advisors, LLC | 15,181 | $5.93M | 0.20% | +1,213+8.7% | Added |
| Icon Advisers Inc | 15,219 | $5.95M | 1.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 15,282 | $5.97M | 0.21% | +487+3.3% | Added |
| Armstrong Shaw Associates Inc | 15,283 | $5.97M | 5.22% | +344+2.3% | Added |
| AMG National Trust Bank | 15,291 | $5.97M | 0.19% | +265+1.8% | Added |
| Alcosta Capital Management, Inc. | 15,315 | $5.98M | 3.65% | +112+0.7% | Added |
| Lester Murray Antman dba SimplyRich | 15,367 | $6.00M | 2.18% | +26+0.2% | Added |
| Apollon Wealth Management, LLC | 15,381 | $6.01M | 0.82% | +2,297+17.6% | Added |
| Busey Wealth Management | 15,392 | $6.01M | 0.24% | +2,203+16.7% | Added |
| Massachusetts Financial Services Co | 15,393 | $6.01M | 0.00% | −257,483−94.4% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 15,357 | $6.03M | 0.77% | −141−0.9% | Reduced |
| Icon Wealth Partners, LLC | 15,471 | $6.04M | 0.65% | +163+1.1% | Added |
| Arrow Financial Corp | 15,487 | $6.05M | 0.78% | −360−2.3% | Reduced |
| Guardian Capital Advisors LP | 15,643 | $6.05M | 0.63% | +335+2.2% | Added |
| Mid Atlantic Financial Management Inc | 15,497 | $6.05M | 0.41% | −26−0.2% | Reduced |
| Rothschild Capital Partners, LLC | 15,520 | $6.06M | 1.94% | +126+0.8% | Added |
| Eagle Capital Management, LLC | 15,536 | $6.07M | 1.65% | −146−0.9% | Reduced |
| HighPoint Advisor Group LLC | 15,540 | $6.07M | 0.59% | +222+1.4% | Added |
| Harbour Capital Advisors, LLC | 15,608 | $6.10M | 1.61% | +165+1.1% | Added |
| World Asset Management Inc | 15,618 | $6.10M | 0.61% | −1,828−10.5% | Reduced |
| Murphy Capital Management Inc | 15,633 | $6.11M | 0.71% | +506+3.3% | Added |
| Ayrshire Capital Management LLC | 15,676 | $6.13M | 3.47% | −171−1.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 15,787 | $6.17M | 2.03% | +4,286+37.3% | Added |
| Kovitz Investment Group Partners, LLC | 15,835 | $6.19M | 0.12% | +420+2.7% | Added |
| Minot Wealth Management LLC | 15,849 | $6.19M | 1.34% | +546+3.6% | Added |
| Fundamentun, LLC | 15,864 | $6.20M | 1.08% | +4,199+36.0% | Added |
| Marshall & Sullivan Inc | 15,951 | $6.23M | 3.25% | +253+1.6% | Added |
| Synergy Financial Management, LLC | 15,959 | $6.24M | 1.45% | −4,898−23.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 15,963 | $6.24M | 0.50% | +579+3.8% | Added |
| First Midwest Bank Trust Division | 16,001 | $6.25M | 0.89% | +79+0.5% | Added |
| GHP Investment Advisors, Inc. | 16,093 | $6.29M | 0.50% | +93+0.6% | Added |
| KCM Investment Advisors LLC | 16,097 | $6.29M | 0.25% | +707+4.6% | Added |
| Cape Cod Five Cents Savings Bank | 16,114 | $6.30M | 0.65% | +588+3.8% | Added |
| McKinley Carter Wealth Services, Inc. | 16,118 | $6.30M | 0.52% | +204+1.3% | Added |
| Ashton Thomas Private Wealth, LLC | 16,123 | $6.30M | 0.91% | +1,246+8.4% | Added |
| Liberty Capital Management, Inc. | 16,135 | $6.30M | 1.86% | +12+0.1% | Added |
| Anchor Investment Management, LLC | 16,154 | $6.31M | 0.88% | +131+0.8% | Added |
| Sigma Investment Counselors Inc | 16,174 | $6.32M | 0.47% | +258+1.6% | Added |
| Schnieders Capital Management LLC | 16,176 | $6.32M | 1.70% | +591+3.8% | Added |
| Primecap Management Co | 16,205 | $6.33M | 0.00% | +6,801+72.3% | Added |
| Fulton Bank, N.A. | 16,264 | $6.36M | 0.30% | −2,458−13.1% | Reduced |
| Executive Wealth Management, LLC | 16,313 | $6.37M | 0.70% | +167+1.0% | Added |
| Elk River Wealth Management, LLC | 16,423 | $6.42M | 1.62% | +357+2.2% | Added |
| Meritage Portfolio Management | 16,472 | $6.44M | 0.39% | +101+0.6% | Added |
| Winmill & Co. Inc | 16,475 | $6.44M | 2.06% | 00.0% | Unchanged |