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; 3,394 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 | 3,394 | $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 |
|---|---|---|---|---|---|
| Norway Savings Bank | 222 | $87.0K | 0.04% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 225 | $88.0K | 0.04% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 224 | $88.0K | 0.06% | +1+0.4% | Added |
| Bellevue Asset Management, LLC | 222 | $88.0K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 227 | $89.0K | 0.03% | +17+8.1% | Added |
| Canton Hathaway, LLC | 230 | $90.0K | 0.03% | +180+360.0% | Added |
| Firestone Capital Management | 227 | $91.0K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 245 | $96.0K | 0.06% | +25+11.4% | Added |
| Riggs Asset Managment Co. Inc. | 247 | $97.0K | 0.03% | 00.0% | Unchanged |
| Resolute Partners Group | 248 | $97.0K | 0.01% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 252 | $98.0K | 0.00% | −5,151−95.3% | Reduced |
| Pin Oak Investment Advisors Inc | 252 | $98.0K | 0.11% | −107−29.8% | Reduced |
| Lowe Wealth Advisors, LLC | 260 | $102.0K | 0.05% | +45+20.9% | Added |
| First PREMIER Bank | 265 | $103.0K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 270 | $106.0K | 0.04% | +1+0.4% | Added |
| JFS Wealth Advisors, LLC | 270 | $106.0K | 0.01% | +215+390.9% | Added |
| TD Capital Management LLC | 276 | $108.0K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 276 | $108.0K | 0.02% | +276 | New |
| NewSquare Capital LLC | 279 | $109.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 282 | $110.0K | 0.04% | 00.0% | Unchanged |
| Roth Financial Partners LLC | 292 | $114.0K | 0.09% | 00.0% | Unchanged |
| Burleson & Company, LLC | 302 | $118.0K | 0.02% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 305 | $119.2K | 0.07% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 317 | $124.0K | 0.09% | 00.0% | Unchanged |
| Solstein Capital, LLC | 320 | $125.0K | 0.07% | 00.0% | Unchanged |
| TSFG, LLC | 325 | $127.0K | 0.05% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 328 | $128.0K | 0.02% | +6+1.9% | Added |
| Sterling Investment Advisors, Ltd. | 332 | $130.0K | 0.04% | −31−8.5% | Reduced |
| PSI Advisors, LLC | 332 | $130.0K | 0.06% | +332 | New |
| Cordasco Financial Network | 346 | $135.0K | 0.09% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 348 | $136.0K | 0.02% | +15+4.5% | Added |
| Your Advocates Ltd., LLP | 350 | $137.0K | 0.09% | +50+16.7% | Added |
| Freedman Financial Associates, Inc. | 356 | $139.0K | 0.10% | +14+4.1% | Added |
| Advanced Research Investment Solutions, LLC | 358 | $139.9K | 0.07% | +309+630.6% | Added |
| Arlington Partners LLC | 363 | $142.0K | 0.04% | +102+39.1% | Added |
| Old Second National Bank of Aurora | 378 | $148.0K | 0.04% | +4+1.1% | Added |
| Evolution Wealth Advisors, LLC | 387 | $151.0K | 0.03% | −47−10.8% | Reduced |
| Jackson Wealth Management, LLC | 19,380 | $152.0K | 1.84% | −21−0.1% | Reduced |
| Hills Bank & Trust Co | 388 | $152.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 399 | $156.0K | 0.06% | +2+0.5% | Added |
| AlphaCentric Advisors LLC | 402 | $157.0K | 0.04% | +1+0.2% | Added |
| Bell Investment Advisors, Inc | 403 | $157.0K | 0.05% | +403 | New |
| Financial Avengers, Inc. | 411 | $160.0K | 0.11% | +2+0.5% | Added |
| Capital Directions Investment Advisors, LLC | 438 | $171.0K | 0.05% | +70+19.0% | Added |
| Raffa Wealth Management, LLC | 440 | $171.9K | 0.06% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 443 | $173.0K | 0.04% | −10−2.2% | Reduced |
| Aua Capital Management, LLC | 445 | $174.0K | 0.11% | 00.0% | Unchanged |
| Archer Investment Corp | 447 | $174.7K | 0.07% | −60−11.8% | Reduced |
| West Financial Advisors, LLC | 450 | $176.0K | 0.05% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 455 | $178.0K | 0.01% | −108−19.2% | Reduced |
| Jones Financial Companies LLLP | 457 | $179.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 488 | $191.0K | 0.03% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 492 | $192.0K | 0.03% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 497 | $194.0K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 500 | $195.0K | 0.07% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 511 | $200.0K | 0.03% | +503+6,287.5% | Added |
| Bath Savings Trust Co | 514 | $201.0K | 0.02% | +514 | New |
| Forte Capital LLC | 516 | $202.0K | 0.03% | −160−23.7% | Reduced |
| ForthRight Wealth Management, LLC | 516 | $202.0K | 0.12% | +516 | New |
| Landaas & Co | 519 | $203.0K | 0.12% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 519 | $203.0K | 0.01% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 520 | $203.0K | 0.18% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 526 | $205.0K | 0.08% | −10−1.9% | Reduced |
| Windward Capital Management Co | 524 | $205.0K | 0.02% | −1−0.2% | Reduced |
| Wells Trecaso Financial Group, LLC | 525 | $205.0K | 0.10% | +525 | New |
| Tru Independence Asset Management 2, LLC | 525 | $205.0K | 0.15% | +525 | New |
| Financial Partners Capital Management LLC | 525 | $205.1K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 527 | $206.0K | 0.02% | +30+6.0% | Added |
| Cornercap Investment Counsel Inc | 534 | $208.0K | 0.02% | −873−62.0% | Reduced |
| NuWave Investment Management, LLC | 534 | $209.0K | 0.24% | −272−33.7% | Reduced |
| Client 1st Advisory Group, LLC | 538 | $210.0K | 0.11% | +23+4.5% | Added |
| Financial Synergies Wealth Advisors, Inc. | 538 | $210.2K | 0.03% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 540 | $211.0K | 0.06% | −4,392−89.1% | Reduced |
| Clark Financial Advisors | 541 | $211.0K | 0.19% | −23−4.1% | Reduced |
| Bridgeworth, LLC | 539 | $211.0K | 0.06% | −6−1.1% | Reduced |
| Dash Acquisitions Inc. | 541 | $211.0K | 0.11% | +541 | New |
| Abacus Wealth Partners, LLC | 542 | $211.9K | 0.08% | −61−10.1% | Reduced |
| Axiom Investment Management LLC | 541 | $212.0K | 0.21% | −101−15.7% | Reduced |
| Burns Matteson Capital Management, LLC | 544 | $212.5K | 0.16% | +544 | New |
| Bruderman Asset Management, LLC | 547 | $214.0K | 0.05% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 547 | $214.0K | 0.17% | +547 | New |
| Standard Family Office LLC | 550 | $215.0K | 0.06% | −5,460−90.8% | Reduced |
| HITE Hedge Asset Management LLC | 550 | $215.0K | 0.03% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 550 | $215.0K | 0.07% | 00.0% | Unchanged |
| Loveless Wealth Management LLC | 549 | $215.0K | 0.13% | +549 | New |
| Advisor Resource Council | 554 | $216.0K | 0.07% | −1,460−72.5% | Reduced |
| Blue Barn Wealth, LLC | 554 | $216.0K | 0.19% | +554 | New |
| Pacific Global Investment Management CO | 554 | $217.0K | 0.04% | 00.0% | Unchanged |
| Cooper Financial Group | 562 | $220.0K | 0.05% | −12−2.1% | Reduced |
| Guild Investment Management, Inc. | 562 | $220.0K | 0.21% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 564 | $220.0K | 0.01% | +564 | New |
| Day & Ennis, LLC | 567 | $222.0K | 0.08% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 568 | $222.0K | 0.14% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 569 | $222.0K | 0.09% | +10+1.8% | Added |
| Concord Wealth Partners | 570 | $223.0K | 0.09% | −704−55.3% | Reduced |
| Dougherty Wealth Advisers LLC | 571 | $223.0K | 0.33% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 574 | $224.0K | 0.04% | −300−34.3% | Reduced |
| Capital Bank & Trust Co | 576 | $225.0K | 7.61% | −523,102−99.9% | Reduced |
| Acima Private Wealth, LLC | 577 | $225.0K | 0.10% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 577 | $225.0K | 0.08% | +18+3.2% | Added |