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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 21,204 | $8.29M | 0.36% | +21,204 | New |
| St Germain D J Co Inc | 21,333 | $8.34M | 0.51% | +38+0.2% | Added |
| Security National Bank | 21,362 | $8.35M | 2.09% | +1,293+6.4% | Added |
| Tocqueville Asset Management L.P. | 21,480 | $8.39M | 0.12% | +65+0.3% | Added |
| Leavell Investment Management, Inc. | 21,537 | $8.41M | 0.63% | −410−1.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 21,711 | $8.48M | 0.43% | +86+0.4% | Added |
| Hudson Valley Investment Advisors Inc | 21,772 | $8.51M | 1.46% | −354−1.6% | Reduced |
| B. Riley Wealth Management, Inc. | 21,790 | $8.51M | 0.65% | +1,650+8.2% | Added |
| Glenview Trust Co | 21,822 | $8.53M | 0.33% | −402−1.8% | Reduced |
| Strong Tower Advisory Services | 21,169 | $8.54M | 4.97% | +21,169 | New |
| Gifford Fong Associates | 22,000 | $8.60M | 1.67% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 22,128 | $8.65M | 0.01% | +1,600+7.8% | Added |
| Arden Trust Co | 22,241 | $8.69M | 1.49% | +760+3.5% | Added |
| Morse Asset Management, Inc | 22,337 | $8.73M | 2.08% | +354+1.6% | Added |
| Wedge Capital Management L L P | 22,606 | $8.83M | 0.11% | +969+4.5% | Added |
| Goelzer Investment Management, Inc. | 22,694 | $8.87M | 0.78% | −755−3.2% | Reduced |
| Fulcrum Capital LLC | 22,701 | $8.87M | 2.12% | +552+2.5% | Added |
| First Quadrant L P | 22,787 | $8.90M | 1.04% | +50+0.2% | Added |
| Distillate Capital Partners LLC | 22,791 | $8.90M | 2.37% | +4,253+22.9% | Added |
| Somerville Kurt F | 22,890 | $8.95M | 1.36% | −80−0.3% | Reduced |
| Spearhead Capital Advisors, LLC | 22,936 | $8.96M | 1.19% | +490+2.2% | Added |
| Homrich & Berg | 22,940 | $8.96M | 0.20% | +1,250+5.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 23,094 | $9.02M | 1.09% | −87−0.4% | Reduced |
| Wetherby Asset Management Inc | 23,150 | $9.04M | 0.56% | +226+1.0% | Added |
| Central Bank & Trust Co | 23,226 | $9.07M | 1.49% | +255+1.1% | Added |
| Terry L. Blaker | 23,227 | $9.08M | 0.58% | +387+1.7% | Added |
| Redpoint Investment Management Pty Ltd | 23,279 | $9.10M | 0.78% | −1,138−4.7% | Reduced |
| Parsec Financial Management, Inc. | 19,588 | $9.10M | 0.39% | −157−0.8% | Reduced |
| First Citizens Bank & Trust Co | 23,540 | $9.20M | 0.44% | −965−3.9% | Reduced |
| Segment Wealth Management, LLC | 23,632 | $9.23M | 1.10% | +303+1.3% | Added |
| American Portfolios Advisors | 23,650 | $9.24M | 0.35% | +359+1.5% | Added |
| Independent Advisor Alliance | 23,858 | $9.32M | 0.52% | +1,180+5.2% | Added |
| IndexIQ Advisors LLC | 23,960 | $9.36M | 0.31% | −155−0.6% | Reduced |
| Profund Advisors LLC | 24,120 | $9.43M | 0.32% | +286+1.2% | Added |
| Core Alternative Capital | 24,148 | $9.44M | 2.01% | +2,648+12.3% | Added |
| Level Four Advisory Services, LLC | 24,269 | $9.48M | 0.99% | −746−3.0% | Reduced |
| Motley Fool Asset Management LLC | 24,309 | $9.50M | 0.62% | +805+3.4% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 24,323 | $9.50M | 0.22% | +2,743+12.7% | Added |
| Muhlenkamp & Co Inc | 24,412 | $9.54M | 3.66% | −41−0.2% | Reduced |
| Highlander Capital Management, LLC | 24,440 | $9.55M | 4.84% | 00.0% | Unchanged |
| Vestcor Inc | 24,492 | $9.57M | 0.35% | −2,120−8.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 24,505 | $9.57M | 1.01% | −57−0.2% | Reduced |
| St. James Investment Company, LLC | 24,585 | $9.61M | 1.40% | −1,919−7.2% | Reduced |
| Catalyst Capital Advisors LLC | 24,743 | $9.67M | 0.49% | −960−3.7% | Reduced |
| TruWealth Advisors, LLC | 24,770 | $9.68M | 1.08% | +269+1.1% | Added |
| Banque Cantonale Vaudoise | 24,896 | $9.73M | 0.42% | −291−1.2% | Reduced |
| Wedbush Securities Inc | 24,907 | $9.73M | 0.46% | −39−0.2% | Reduced |
| Bright Rock Capital Management, LLC | 24,938 | $9.74M | 2.44% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 25,395 | $9.92M | 1.12% | +639+2.6% | Added |
| First National Bank of Omaha | 25,431 | $9.94M | 0.50% | −1,087−4.1% | Reduced |
| American National Bank | 25,442 | $9.94M | 2.20% | +97+0.4% | Added |
| D L Carlson Investment Group Inc | 25,462 | $9.95M | 1.73% | +55+0.2% | Added |
| Ledyard National Bank | 25,492 | $9.96M | 1.03% | −701−2.7% | Reduced |
| Heritage Trust Co | 25,511 | $9.97M | 1.40% | +339+1.3% | Added |
| Quantbot Technologies LP | 25,542 | $9.98M | 0.73% | +10,158+66.0% | Added |
| Sigma Planning Corp | 25,804 | $10.1M | 0.31% | +2,957+12.9% | Added |
| SG Americas Securities, LLC | 25,884 | $10.1M | 0.06% | −111,334−81.1% | Reduced |
| Sivik Global Healthcare LLC | 70,000 | $10.2M | 3.69% | +42,500+154.5% | Added |
| Grimes & Company, Inc. | 26,254 | $10.3M | 0.45% | −266−1.0% | Reduced |
| Telemus Capital, LLC | 26,337 | $10.3M | 0.87% | +603+2.3% | Added |
| Arnhold LLC | 26,532 | $10.4M | 1.20% | −856−3.1% | Reduced |
| IBM Retirement Fund | 26,556 | $10.4M | 0.81% | +44+0.2% | Added |
| Conning Inc. | 26,626 | $10.4M | 0.30% | −1,713−6.0% | Reduced |
| Bridgeway Capital Management, LLC | 26,650 | $10.4M | 0.20% | +400+1.5% | Added |
| Marks Group Wealth Management, Inc | 26,831 | $10.5M | 1.42% | −907−3.3% | Reduced |
| Stonnington Group, LLC | 25,735 | $10.5M | 2.35% | +272+1.1% | Added |
| Mirabella Financial Services LLP | 27,254 | $10.7M | 1.40% | +27,254 | New |
| Argent Trust Co | 27,306 | $10.7M | 0.69% | +778+2.9% | Added |
| Kornitzer Capital Management Inc | 27,322 | $10.7M | 0.16% | −205−0.7% | Reduced |
| Girard Partners Ltd. | 27,420 | $10.7M | 1.35% | −1,113−3.9% | Reduced |
| Illinois Municipal Retirement Fund | 27,545 | $10.8M | 0.40% | 00.0% | Unchanged |
| Ethic Inc. | 27,571 | $10.8M | 1.10% | +3,709+15.5% | Added |
| Cohen Klingenstein LLC | 27,700 | $10.8M | 0.47% | +3,200+13.1% | Added |
| Howe & Rusling Inc | 27,758 | $10.8M | 1.36% | −605−2.1% | Reduced |
| Forbes J M & Co LLP | 27,795 | $10.9M | 1.37% | +456+1.7% | Added |
| King Wealth | 28,105 | $11.0M | 2.25% | +125+0.4% | Added |
| Granite Investment Advisors, LLC | 28,110 | $11.0M | 1.78% | −780−2.7% | Reduced |
| Columbus Point LLP | 28,253 | $11.0M | 5.26% | +28,253 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 28,261 | $11.0M | 0.43% | +770+2.8% | Added |
| Logan Capital Management Inc | 28,418 | $11.1M | 0.52% | 00.0% | Unchanged |
| Leuthold Group, LLC | 28,419 | $11.1M | 1.36% | +78+0.3% | Added |
| Madison Asset Management, LLC | 28,718 | $11.2M | 0.15% | +748+2.7% | Added |
| Ameritas Investment Partners, Inc. | 28,739 | $11.2M | 0.41% | +163+0.6% | Added |
| Sectoral Asset Management Inc | 28,800 | $11.3M | 0.94% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 28,870 | $11.3M | 1.61% | +30+0.1% | Added |
| Picton Mahoney Asset Management | 28,900 | $11.3M | 0.44% | +225+0.8% | Added |
| Cigna Investments Inc | 28,989 | $11.3M | 0.85% | −568−1.9% | Reduced |
| Appleton Partners Inc | 29,319 | $11.5M | 0.95% | −897−3.0% | Reduced |
| Northern Oak Wealth Management Inc | 29,481 | $11.5M | 1.40% | −125−0.4% | Reduced |
| Park Avenue Securities LLC | 29,513 | $11.5M | 0.23% | +1,920+7.0% | Added |
| Pioneer Trust Bank N A | 29,533 | $11.5M | 3.30% | −50−0.2% | Reduced |
| Cresset Asset Management, LLC | 29,643 | $11.6M | 0.16% | +3,273+12.4% | Added |
| EP Wealth Advisors, LLC | 29,661 | $11.6M | 0.32% | −1,911−6.1% | Reduced |
| Gabalex Capital Management LLC | 30,000 | $11.7M | 5.42% | +10,000+50.0% | Added |
| Rafferty Asset Management, LLC | 30,064 | $11.7M | 0.08% | +10,349+52.5% | Added |
| Venturi Wealth Management, LLC | 30,220 | $11.8M | 0.99% | −1,089−3.5% | Reduced |
| Carlson Capital Management | 30,221 | $11.8M | 1.26% | +394+1.3% | Added |
| German American Bancorp, Inc. | 30,236 | $11.8M | 1.82% | +924+3.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 30,267 | $11.8M | 1.21% | +9,876+48.4% | Added |
| Edgestream Partners, L.P. | 30,368 | $11.9M | 0.73% | +1,307+4.5% | Added |