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 |
|---|---|---|---|---|---|
| Adell Harriman & Carpenter Inc | 30,388 | $11.9M | 1.24% | −47−0.2% | Reduced |
| Buckingham Capital Management, Inc. | 30,498 | $11.9M | 1.95% | +891+3.0% | Added |
| Allstate Corp | 30,774 | $12.0M | 0.50% | −1,951−6.0% | Reduced |
| Vestor Capital, LLC | 31,014 | $12.1M | 1.26% | +9,095+41.5% | Added |
| Gotham Asset Management, LLC | 31,036 | $12.1M | 0.49% | +5,146+19.9% | Added |
| Cullinan Associates Inc | 31,222 | $12.2M | 0.67% | +975+3.2% | Added |
| Value Partners Investments Inc. | 31,430 | $12.2M | 1.04% | +200+0.6% | Added |
| Transform Wealth, LLC | 31,388 | $12.3M | 1.41% | +230+0.7% | Added |
| Barrett Asset Management, LLC | 31,428 | $12.3M | 0.56% | +1,718+5.8% | Added |
| Amica Mutual Insurance Co | 31,490 | $12.3M | 1.28% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 31,539 | $12.3M | 0.69% | +29,888+1,810.3% | Added |
| RiverPark Advisors, LLC | 31,615 | $12.4M | 1.51% | +3,193+11.2% | Added |
| Atlantic Union Bankshares Corp | 31,672 | $12.4M | 1.16% | +118+0.4% | Added |
| Schmidt P J Investment Management Inc | 27,320 | $12.4M | 2.44% | +249+0.9% | Added |
| Nicola Wealth Management Ltd. | 32,000 | $12.5M | 1.29% | 00.0% | Unchanged |
| Twin Capital Management Inc | 32,003 | $12.5M | 1.28% | −970−2.9% | Reduced |
| Diversified Trust Co | 32,032 | $12.5M | 0.45% | −2,551−7.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 32,047 | $12.5M | 0.97% | −642−2.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 32,096 | $12.5M | 6.90% | −722−2.2% | Reduced |
| Addenda Capital Inc. | 32,152 | $12.6M | 0.59% | −388−1.2% | Reduced |
| Marshall Wace, LLP | 32,184 | $12.6M | 0.06% | +17,797+123.7% | Added |
| Pittenger & Anderson Inc | 32,255 | $12.6M | 0.63% | +1,818+6.0% | Added |
| Premier Asset Management LLC | 32,338 | $12.6M | 1.75% | +2,292+7.6% | Added |
| Hancock Whitney Corp | 32,357 | $12.6M | 0.44% | −9,544−22.8% | Reduced |
| Copeland Capital Management, LLC | 32,356 | $12.6M | 0.36% | +11,487+55.0% | Added |
| Fidelity National Financial, Inc. | 32,440 | $12.7M | 0.94% | 00.0% | Unchanged |
| Comerica Securities,inc. | 32,440 | $12.7M | 0.90% | +718+2.3% | Added |
| Alpha Cubed Investments, LLC | 32,473 | $12.7M | 0.95% | +1,870+6.1% | Added |
| Harbor Investment Advisory, LLC | 32,742 | $12.8M | 1.74% | +140+0.4% | Added |
| TD Private Client Wealth LLC | 32,802 | $12.8M | 0.55% | +290+0.9% | Added |
| Wallington Asset Management, LLC | 32,851 | $12.8M | 2.14% | −150.0% | Reduced |
| Bank of the West | 33,201 | $13.0M | 1.36% | +656+2.0% | Added |
| Smith Group Asset Management, LLC | 33,359 | $13.0M | 0.67% | +33,359 | New |
| HighTower Trust Services, LTA | 33,461 | $13.1M | 1.61% | +88+0.3% | Added |
| Veritable, L.P. | 33,551 | $13.1M | 0.21% | −270−0.8% | Reduced |
| Bamco Inc | 33,555 | $13.1M | 0.03% | +5,570+19.9% | Added |
| D.A. Davidson & Co. | 33,565 | $13.1M | 0.15% | +845+2.6% | Added |
| Hexavest Inc. | 33,568 | $13.1M | 0.80% | −6,439−16.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 33,569 | $13.1M | 0.89% | +1,189+3.7% | Added |
| Dorsey & Whitney Trust CO LLC | 33,680 | $13.2M | 1.22% | −314−0.9% | Reduced |
| Trexquant Investment LP | 33,681 | $13.2M | 1.05% | +26,072+342.6% | Added |
| Arbor Wealth Management, LLC | 33,798 | $13.2M | 3.11% | +2,337+7.4% | Added |
| Neville Rodie & Shaw Inc | 34,228 | $13.4M | 1.04% | −573−1.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 34,431 | $13.5M | 0.55% | +593+1.8% | Added |
| Andra AP-fonden | 34,500 | $13.5M | 0.28% | +2,800+8.8% | Added |
| Horizon Investments, LLC | 34,751 | $13.6M | 0.42% | +5,045+17.0% | Added |
| Stewart Asset Management, LLC | 34,765 | $13.6M | 7.10% | −42−0.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 34,983 | $13.7M | 0.21% | +1,909+5.8% | Added |
| YHB Investment Advisors, Inc. | 35,074 | $13.7M | 1.18% | +117+0.3% | Added |
| Cypress Capital Management LLC | 34,775 | $13.9M | 1.84% | 00.0% | Unchanged |
| Ieq Capital, LLC | 35,760 | $14.0M | 0.37% | +5,681+18.9% | Added |
| Violich Capital Management, Inc. | 36,125 | $14.1M | 2.27% | +800+2.3% | Added |
| Siemens Fonds Invest GmbH | 36,158 | $14.1M | 0.94% | +1,676+4.9% | Added |
| Chesley Taft & Associates LLC | 36,209 | $14.1M | 0.81% | −110.0% | Reduced |
| Advisory Research Inc | 36,246 | $14.2M | 0.91% | −491−1.3% | Reduced |
| Washington Trust Bank | 36,280 | $14.2M | 1.66% | +517+1.4% | Added |
| O'Shares Investment Advisers, LLC | 36,435 | $14.2M | 1.05% | −9,377−20.5% | Reduced |
| Albion Financial Group | 36,470 | $14.3M | 1.25% | +122+0.3% | Added |
| Bragg Financial Advisors, Inc | 36,526 | $14.3M | 0.91% | +209+0.6% | Added |
| Palisade Asset Management, LLC | 36,547 | $14.3M | 1.74% | +150.0% | Added |
| Lockheed Martin Investment Management Co | 36,897 | $14.4M | 0.78% | +2,960+8.7% | Added |
| Pinnacle Associates Ltd | 36,997 | $14.5M | 0.27% | −4,616−11.1% | Reduced |
| GWM Advisors LLC | 37,025 | $14.5M | 0.36% | +5,785+18.5% | Added |
| CCM Investment Advisers LLC | 37,445 | $14.6M | 1.90% | −97−0.3% | Reduced |
| Aptus Capital Advisors, LLC | 37,596 | $14.7M | 0.58% | +4,870+14.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 37,800 | $14.8M | 0.04% | +1,056+2.9% | Added |
| Advisors Asset Management, Inc. | 37,813 | $14.8M | 0.22% | −12,468−24.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 32,623 | $14.8M | 0.54% | +243+0.8% | Added |
| James Investment Research Inc | 37,969 | $14.8M | 1.38% | −506−1.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 37,982 | $14.8M | 0.61% | +715+1.9% | Added |
| Torray LLC | 38,105 | $14.9M | 2.28% | −2,371−5.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 38,382 | $15.0M | 0.86% | +10.0% | Added |
| Oak Ridge Investments LLC | 38,507 | $15.0M | 1.33% | −686−1.8% | Reduced |
| Paloma Partners Management Co | 38,748 | $15.1M | 0.66% | +6,907+21.7% | Added |
| Quest Investment Management LLC | 39,018 | $15.2M | 1.40% | +548+1.4% | Added |
| Kdi Capital Partners LLC | 39,239 | $15.3M | 5.29% | −2,439−5.9% | Reduced |
| JLB & Associates Inc | 39,329 | $15.4M | 2.44% | +1,044+2.7% | Added |
| Eagle Global Advisors LLC | 39,472 | $15.4M | 1.02% | +1,094+2.9% | Added |
| First American Bank | 39,498 | $15.4M | 0.89% | +4,612+13.2% | Added |
| Earnest Partners LLC | 39,754 | $15.5M | 0.09% | −2,748−6.5% | Reduced |
| Middleton & Co Inc | 39,785 | $15.5M | 1.66% | −277−0.7% | Reduced |
| Stewart & Patten Co LLC | 39,828 | $15.6M | 2.54% | +503+1.3% | Added |
| Oxbow Advisors, LLC | 39,871 | $15.6M | 1.58% | +1,205+3.1% | Added |
| Abner Herrman & Brock LLC | 39,940 | $15.6M | 2.20% | −1,550−3.7% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 40,001 | $15.6M | 0.31% | +40,001 | New |
| Osher Van de Voorde Investment Management | 40,269 | $15.7M | 4.03% | +429+1.1% | Added |
| Tower Research Capital LLC (TRC) | 40,440 | $15.8M | 0.40% | −47,927−54.2% | Reduced |
| LSV Asset Management | 40,690 | $15.9M | 0.03% | 00.0% | Unchanged |
| Patten & Patten Inc | 40,716 | $15.9M | 1.21% | −502−1.2% | Reduced |
| Quadrature Capital Ltd | 40,771 | $15.9M | 0.58% | +13,881+51.6% | Added |
| Calamos Wealth Management LLC | 41,036 | $16.0M | 1.30% | +601+1.5% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 41,162 | $16.1M | 1.42% | +1,459+3.7% | Added |
| FineMark National Bank & Trust | 41,163 | $16.1M | 0.68% | −166−0.4% | Reduced |
| Cubist Systematic Strategies, LLC | 41,372 | $16.2M | 0.20% | −11,002−21.0% | Reduced |
| Stillwater Capital Advisors, LLC | 41,475 | $16.2M | 2.67% | −283−0.7% | Reduced |
| Makena Capital Management LLC | 41,707 | $16.3M | 2.75% | +6,332+17.9% | Added |
| Crossmark Global Holdings, Inc. | 41,733 | $16.3M | 0.38% | +1,980+5.0% | Added |
| Brookfield Asset Management Inc. | 41,765 | $16.3M | 0.07% | +35,534+570.3% | Added |
| Haverford Financial Services, Inc. | 41,831 | $16.3M | 3.98% | +21+0.1% | Added |
| Bell Asset Management Ltd | 41,867 | $16.4M | 2.79% | +5,565+15.3% | Added |