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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Asset Planning Services Inc | 16,510 | $6.45M | 3.81% | 00.0% | Unchanged |
| Mader & Shannon Wealth Management, Inc. | 16,544 | $6.46M | 4.13% | −50.0% | Reduced |
| Evergreen Capital Management LLC | 16,614 | $6.49M | 0.29% | +1,232+8.0% | Added |
| Arjuna Capital | 16,634 | $6.50M | 2.64% | +833+5.3% | Added |
| Thompson Investment Management, Inc. | 16,713 | $6.53M | 0.97% | −337−2.0% | Reduced |
| Silvant Capital Management LLC | 16,737 | $6.54M | 1.17% | −3,074−15.5% | Reduced |
| Riverpark Capital Management LLC | 16,791 | $6.56M | 2.32% | +2,205+15.1% | Added |
| Toroso Investments, LLC | 16,855 | $6.59M | 0.25% | +2,775+19.7% | Added |
| Kings Point Capital Management | 16,900 | $6.60M | 0.59% | +257+1.5% | Added |
| HBK Sorce Advisory LLC | 16,904 | $6.61M | 0.36% | +1,482+9.6% | Added |
| S&T Bank | 16,926 | $6.61M | 1.02% | +2,625+18.4% | Added |
| Empire Life Investments Inc. | 16,960 | $6.63M | 0.43% | −654−3.7% | Reduced |
| Dana Investment Advisors, Inc. | 16,964 | $6.63M | 0.30% | −1,545−8.3% | Reduced |
| Stolper Co | 16,965 | $6.63M | 3.17% | −102−0.6% | Reduced |
| Spinnaker Trust | 16,993 | $6.64M | 0.46% | +351+2.1% | Added |
| Pallas Capital Advisors LLC | 14,527 | $6.64M | 0.73% | +2,822+24.1% | Added |
| Mattern Capital Management, LLC | 17,043 | $6.66M | 1.31% | +107+0.6% | Added |
| Alexandria Capital, LLC | 17,100 | $6.68M | 0.62% | +584+3.5% | Added |
| Consolidated Investment Group LLC | 17,100 | $6.68M | 1.05% | +3,600+26.7% | Added |
| Richard Bernstein Advisors LLC | 17,130 | $6.69M | 0.13% | +896+5.5% | Added |
| Chemung Canal Trust Co | 17,146 | $6.70M | 1.29% | −98−0.6% | Reduced |
| Churchill Management Corp | 17,156 | $6.70M | 0.10% | +17,156 | New |
| Fragasso Group Inc. | 17,167 | $6.71M | 0.89% | +1,541+9.9% | Added |
| Integrated Advisors Network LLC | 17,341 | $6.78M | 0.45% | +2,395+16.0% | Added |
| Weatherly Asset Management L. P. | 17,452 | $6.82M | 0.83% | −160−0.9% | Reduced |
| Silvercrest Asset Management Group LLC | 17,493 | $6.83M | 0.05% | +997+6.0% | Added |
| Olstein Capital Management, L.P. | 17,500 | $6.84M | 0.84% | −1,000−5.4% | Reduced |
| Brown Brothers Harriman & Co | 17,547 | $6.86M | 0.04% | +299+1.7% | Added |
| Lincoln Capital Corp | 17,587 | $6.87M | 3.69% | +494+2.9% | Added |
| Avantax Advisory Services, Inc. | 17,577 | $6.88M | 0.11% | +588+3.5% | Added |
| Wright Investors Service Inc | 17,657 | $6.90M | 1.96% | +813+4.8% | Added |
| Buckingham Strategic Wealth, LLC | 17,734 | $6.93M | 0.14% | +1,638+10.2% | Added |
| AlphaCrest Capital Management LLC | 17,748 | $6.93M | 0.36% | −12,402−41.1% | Reduced |
| EULAV Asset Management | 17,803 | $6.96M | 0.18% | −50.0% | Reduced |
| Credit Agricole S A | 17,845 | $6.97M | 0.25% | +4,924+38.1% | Added |
| Ninety One SA (PTY) Ltd | 17,576 | $6.99M | 2.72% | −722−3.9% | Reduced |
| Orion Portfolio Solutions, LLC | 17,897 | $6.99M | 0.26% | +2,914+19.4% | Added |
| Great Valley Advisor Group, Inc. | 17,976 | $7.02M | 0.48% | +469+2.7% | Added |
| Connors Investor Services Inc | 17,979 | $7.03M | 0.74% | +279+1.6% | Added |
| Autus Asset Management, LLC | 18,024 | $7.04M | 0.77% | +483+2.8% | Added |
| Citizens National Bank Trust Department | 18,118 | $7.08M | 2.01% | +488+2.8% | Added |
| Cubic Asset Management, LLC | 18,143 | $7.09M | 1.75% | −1,105−5.7% | Reduced |
| Princeton Global Asset Management LLC | 18,218 | $7.12M | 2.17% | +11+0.1% | Added |
| AdvisorNet Financial, Inc | 18,236 | $7.13M | 0.50% | −17,848−49.5% | Reduced |
| Toth Financial Advisory Corp | 18,240 | $7.13M | 1.08% | +771+4.4% | Added |
| Ascent Wealth Partners, LLC | 18,286 | $7.14M | 1.37% | −52−0.3% | Reduced |
| Barings LLC | 18,344 | $7.17M | 0.16% | +668+3.8% | Added |
| Unified Trust Company, N.A. | 18,346 | $7.17M | 2.11% | +45+0.2% | Added |
| Cozad Asset Management Inc | 18,392 | $7.19M | 1.12% | +405+2.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 18,428 | $7.20M | 0.70% | −134−0.7% | Reduced |
| Contravisory Investment Management, Inc. | 18,473 | $7.22M | 2.19% | −489−2.6% | Reduced |
| Burt Wealth Advisors | 18,534 | $7.24M | 2.31% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 18,549 | $7.25M | 1.90% | +88+0.5% | Added |
| Kesler, Norman & Wride, LLC | 18,634 | $7.28M | 1.72% | +131+0.7% | Added |
| KMG Fiduciary Partners, LLC | 18,649 | $7.29M | 1.24% | −2,058−9.9% | Reduced |
| Private Advisory Group LLC | 18,676 | $7.30M | 1.78% | +554+3.1% | Added |
| Meiji Yasuda Life Insurance Co | 18,684 | $7.30M | 0.13% | −151−0.8% | Reduced |
| Equitable Trust Co | 18,852 | $7.37M | 0.47% | +2,859+17.9% | Added |
| Chronos Wealth Management, LLC | 18,996 | $7.42M | 5.05% | +260+1.4% | Added |
| Exencial Wealth Advisors, LLC | 19,072 | $7.45M | 0.32% | −2,598−12.0% | Reduced |
| BTC Capital Management, Inc. | 19,072 | $7.46M | 0.84% | −135−0.7% | Reduced |
| Meridian Wealth Management, LLC | 19,116 | $7.47M | 0.92% | +1,572+9.0% | Added |
| Corient Capital Partners, LLC | 19,191 | $7.50M | 0.55% | +1,102+6.1% | Added |
| Scholtz & Company, LLC | 19,198 | $7.50M | 2.65% | +2,814+17.2% | Added |
| Greenleaf Trust | 19,285 | $7.54M | 0.09% | +520+2.8% | Added |
| Advanced Asset Management Advisors Inc | 19,400 | $7.58M | 1.63% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 19,444 | $7.60M | 0.91% | +3,399+21.2% | Added |
| BBVA USA | 19,511 | $7.62M | 0.45% | −1,100−5.3% | Reduced |
| Greenline Partners, LLC | 19,560 | $7.64M | 1.60% | −86−0.4% | Reduced |
| Cetera Advisors LLC | 19,614 | $7.66M | 0.15% | +1,527+8.4% | Added |
| Roundview Capital LLC | 19,645 | $7.68M | 0.85% | +1,870+10.5% | Added |
| Two Sigma Investments, LP | 19,650 | $7.68M | 0.02% | −246,720−92.6% | Reduced |
| Caldwell Trust Co | 19,679 | $7.69M | 0.97% | +703+3.7% | Added |
| Focus Financial Network, Inc. | 19,698 | $7.70M | 1.03% | +203+1.0% | Added |
| Highland Capital Management, LLC | 19,895 | $7.77M | 0.47% | +6,417+47.6% | Added |
| Cambridge Financial Group, Inc. | 19,924 | $7.79M | 3.42% | −190−0.9% | Reduced |
| Alerus Financial NA | 19,953 | $7.80M | 0.71% | −175−0.9% | Reduced |
| MainStreet Investment Advisors LLC | 19,960 | $7.80M | 0.75% | −1,216−5.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 19,959 | $7.80M | 1.16% | −323−1.6% | Reduced |
| Stonebridge Capital Advisors LLC | 19,972 | $7.80M | 0.95% | +1,057+5.6% | Added |
| Cypress Growth Fund III LP | 20,000 | $7.82M | 6.57% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 20,032 | $7.83M | 0.41% | +321+1.6% | Added |
| WoodTrust Financial Corp | 20,046 | $7.83M | 1.84% | +798+4.1% | Added |
| Granite Investment Partners, LLC | 20,086 | $7.85M | 0.24% | +467+2.4% | Added |
| Citizens Business Bank | 20,162 | $7.88M | 1.05% | −141−0.7% | Reduced |
| Greenwich Wealth Management LLC | 20,244 | $7.91M | 0.66% | −27−0.1% | Reduced |
| Estabrook Capital Management | 20,391 | $7.97M | 1.25% | −394−1.9% | Reduced |
| Shelton Capital Management | 20,393 | $7.97M | 0.31% | +7,169+54.2% | Added |
| Capula Management Ltd | 20,437 | $7.99M | 0.62% | +15,928+353.2% | Added |
| Motco | 20,442 | $7.99M | 0.52% | +401+2.0% | Added |
| Sumitomo Life Insurance Co | 20,451 | $7.99M | 0.21% | −810−3.8% | Reduced |
| Live Oak Private Wealth LLC | 20,529 | $8.02M | 1.64% | +2,243+12.3% | Added |
| Covington Investment Advisors Inc. | 20,590 | $8.04M | 1.73% | +106+0.5% | Added |
| WESPAC Advisors SoCal, LLC | 20,474 | $8.05M | 2.63% | +182+0.9% | Added |
| Evoke Wealth, LLC | 20,711 | $8.09M | 0.30% | −52−0.3% | Reduced |
| JustInvest LLC | 20,771 | $8.12M | 0.73% | +3,077+17.4% | Added |
| Pathstone Family Office, LLC | 20,986 | $8.20M | 0.24% | +1,613+8.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 21,063 | $8.23M | 0.01% | −3,105−12.8% | Reduced |
| Sargent Bickham Lagudis LLC | 21,187 | $8.28M | 0.67% | −206−1.0% | Reduced |
| Everence Capital Management Inc | 21,200 | $8.28M | 0.68% | 00.0% | Unchanged |