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 |
|---|---|---|---|---|---|
| Hemenway Trust Co LLC | 42,230 | $16.5M | 1.67% | +509+1.2% | Added |
| E. Ohman J:or Asset Management AB | 42,300 | $16.5M | 0.52% | +1,300+3.2% | Added |
| National Asset Management, Inc. | 42,654 | $16.7M | 0.53% | +401+0.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 42,826 | $16.7M | 0.33% | −29−0.1% | Reduced |
| Dowling & Yahnke LLC | 42,834 | $16.7M | 0.93% | −373−0.9% | Reduced |
| BTR Capital Management Inc | 43,050 | $16.8M | 2.09% | +43+0.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 43,233 | $16.9M | 0.61% | +43,233 | New |
| NewEdge Wealth, LLC | 43,650 | $17.1M | 1.02% | +2,965+7.3% | Added |
| Front Barnett Associates LLC | 43,680 | $17.1M | 1.75% | −328−0.7% | Reduced |
| Colonial Trust Advisors | 43,749 | $17.1M | 2.11% | −620−1.4% | Reduced |
| Private Capital Advisors, Inc. | 44,105 | $17.2M | 2.87% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 44,245 | $17.3M | 0.36% | +247+0.6% | Added |
| Advisor Partners LLC | 44,290 | $17.3M | 1.17% | −1,714−3.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 44,345 | $17.3M | 1.23% | −85,313−65.8% | Reduced |
| Oppenheimer & Co Inc | 44,651 | $17.4M | 0.33% | −318−0.7% | Reduced |
| Vident Investment Advisory, LLC | 44,665 | $17.5M | 0.53% | +13,962+45.5% | Added |
| Cetera Investment Advisers | 44,935 | $17.6M | 0.28% | −1,522−3.3% | Reduced |
| Foyston, Gordon, & Payne Inc | 44,949 | $17.6M | 4.39% | −408−0.9% | Reduced |
| Capital International Sarl | 45,180 | $17.7M | 1.56% | +4,163+10.1% | Added |
| Cardinal Capital Management, Inc. | 45,432 | $17.8M | 0.97% | +648+1.4% | Added |
| Hyperion Capital Advisors LP | 45,472 | $17.8M | 4.72% | +7,291+19.1% | Added |
| QV Investors Inc. | 45,650 | $17.8M | 1.35% | −1,570−3.3% | Reduced |
| Skye Global Management LP | 45,800 | $17.9M | 0.30% | +45,800 | New |
| Sawgrass Asset Management LLC | 45,844 | $17.9M | 1.82% | −6,273−12.0% | Reduced |
| Gradient Investments LLC | 45,919 | $17.9M | 0.50% | +16,005+53.5% | Added |
| Novare Capital Management LLC | 46,149 | $18.0M | 2.00% | +624+1.4% | Added |
| Citizens Financial Group Inc | 46,904 | $18.3M | 0.68% | +1,763+3.9% | Added |
| Hendershot Investments Inc. | 47,616 | $18.6M | 3.52% | −467−1.0% | Reduced |
| ExodusPoint Capital Management, LP | 48,415 | $18.9M | 0.28% | +1,750+3.8% | Added |
| GW Henssler & Associates Ltd | 48,621 | $19.0M | 1.32% | −10,221−17.4% | Reduced |
| PEAK6 Investments LLC | 48,659 | $19.0M | 0.38% | +9,796+25.2% | Added |
| Narwhal Capital Management | 48,716 | $19.0M | 2.41% | −460−0.9% | Reduced |
| Snowden Capital Advisors LLC | 49,079 | $19.2M | 0.96% | +1,718+3.6% | Added |
| Old National Bancorp | 49,097 | $19.2M | 0.72% | −1,184−2.4% | Reduced |
| Trust Co of Virginia | 49,330 | $19.3M | 2.14% | −314−0.6% | Reduced |
| Callahan Advisors, LLC | 49,707 | $19.4M | 2.45% | −452−0.9% | Reduced |
| GAM Holding AG | 49,718 | $19.4M | 0.90% | −1,054−2.1% | Reduced |
| Beacon Pointe Advisors, LLC | 49,764 | $19.4M | 0.48% | +27,462+123.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 49,858 | $19.5M | 1.22% | −2,300−4.4% | Reduced |
| Ossiam | 49,986 | $19.5M | 0.55% | −78,248−61.0% | Reduced |
| Massmutual Trust Co FSB | 50,099 | $19.6M | 0.81% | +1,299+2.7% | Added |
| Stack Financial Management, Inc | 50,221 | $19.6M | 1.87% | −422−0.8% | Reduced |
| Freestone Capital Holdings, LLC | 50,245 | $19.6M | 0.98% | +4,324+9.4% | Added |
| Blue Chip Partners, Inc. | 50,312 | $19.7M | 2.76% | +805+1.6% | Added |
| Point72 Asset Management, L.P. | 51,100 | $20.0M | 0.09% | +50,398+7,179.2% | Added |
| Cohen Capital Management, Inc. | 51,354 | $20.1M | 3.49% | 00.0% | Unchanged |
| Marco Investment Management LLC | 51,404 | $20.1M | 2.21% | +253+0.5% | Added |
| North Point Portfolio Managers Corp | 51,604 | $20.2M | 2.83% | −1,653−3.1% | Reduced |
| D'Orazio & Associates, Inc. | 51,752 | $20.2M | 4.92% | +378+0.7% | Added |
| Wedgewood Partners Inc | 51,972 | $20.3M | 2.86% | +51,972 | New |
| Guardian Capital LP | 52,029 | $20.3M | 0.42% | +33,019+173.7% | Added |
| Maple Capital Management, Inc. | 52,561 | $20.5M | 2.61% | +1,319+2.6% | Added |
| Spire Wealth Management | 52,616 | $20.6M | 0.55% | +3,078+6.2% | Added |
| AltraVue Capital, LLC | 52,890 | $20.7M | 3.05% | +18,200+52.5% | Added |
| Cinctive Capital Management LP | 53,184 | $20.8M | 1.14% | −14,529−21.5% | Reduced |
| Gluskin Sheff & Assoc Inc | 53,220 | $20.8M | 0.87% | +4,084+8.3% | Added |
| Palladium Partners LLC | 53,335 | $20.8M | 0.95% | +2,323+4.6% | Added |
| Beach Investment Counsel Inc | 53,936 | $21.1M | 2.00% | −1,201−2.2% | Reduced |
| Shufro Rose & Co LLC | 54,172 | $21.2M | 1.66% | −499−0.9% | Reduced |
| Kentucky Retirement Systems | 54,825 | $21.4M | 1.01% | −128−0.2% | Reduced |
| RBF Capital, LLC | 55,000 | $21.5M | 1.23% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 55,123 | $21.5M | 0.68% | −19,737−26.4% | Reduced |
| Payden & Rygel | 55,600 | $21.7M | 1.13% | +7,700+16.1% | Added |
| TownSquare Capital, LLC | 56,063 | $21.9M | 0.63% | +4,517+8.8% | Added |
| Garrison Bradford & Associates Inc | 56,110 | $21.9M | 22.29% | −149−0.3% | Reduced |
| First National Trust Co | 56,242 | $22.0M | 1.31% | +1,599+2.9% | Added |
| Pacer Advisors, Inc. | 56,427 | $22.0M | 0.28% | +3,197+6.0% | Added |
| Azimuth Capital Management LLC | 56,474 | $22.1M | 0.95% | +630+1.1% | Added |
| Penn Davis McFarland Inc | 56,974 | $22.3M | 4.07% | −468−0.8% | Reduced |
| Westfield Capital Management Co LP | 57,014 | $22.3M | 0.13% | +57,014 | New |
| Gabelli Funds LLC | 57,300 | $22.4M | 0.15% | −500−0.9% | Reduced |
| Manning & Napier Group, LLC | 57,347 | $22.4M | 0.19% | −44,285−43.6% | Reduced |
| First Foundation Advisors | 58,111 | $22.7M | 0.85% | +2,607+4.7% | Added |
| Boston Private Wealth LLC | 58,583 | $22.9M | 0.29% | +1,463+2.6% | Added |
| Ziegler Capital Management, LLC | 58,620 | $22.9M | 0.83% | +13,023+28.6% | Added |
| Louisiana State Employees Retirement System | 58,700 | $22.9M | 0.55% | −100−0.2% | Reduced |
| Heritage Wealth Advisors | 59,240 | $23.1M | 1.42% | +1,841+3.2% | Added |
| Cetera Advisor Networks LLC | 59,744 | $23.3M | 0.32% | +5,783+10.7% | Added |
| Meristem Family Wealth, LLC | 59,836 | $23.4M | 2.25% | +54,091+941.5% | Added |
| Farmers & Merchants Investments Inc | 61,072 | $23.9M | 1.01% | +3,205+5.5% | Added |
| Shell Asset Management Co | 61,303 | $24.0M | 0.54% | +1,526+2.6% | Added |
| Williams Jones Wealth Management, LLC. | 61,465 | $24.0M | 0.34% | +717+1.2% | Added |
| Rockland Trust Co | 61,688 | $24.1M | 1.68% | +1,325+2.2% | Added |
| New Mexico Educational Retirement Board | 61,720 | $24.1M | 0.84% | −1,300−2.1% | Reduced |
| Act Two Investors LLC | 62,082 | $24.3M | 5.76% | −15,304−19.8% | Reduced |
| Sabal Trust CO | 63,051 | $24.6M | 1.76% | +823+1.3% | Added |
| Coronation Fund Managers Ltd. | 63,482 | $24.8M | 0.93% | −1,578−2.4% | Reduced |
| Roosevelt Investment Group LLC | 64,320 | $25.1M | 1.56% | −1,420−2.2% | Reduced |
| Davis R M Inc | 65,219 | $25.5M | 0.63% | +157+0.2% | Added |
| Associated Banc-Corp | 65,366 | $25.5M | 1.01% | +188+0.3% | Added |
| NFJ Investment Group, LLC | 65,491 | $25.6M | 0.50% | +416+0.6% | Added |
| AE Wealth Management LLC | 65,518 | $25.6M | 0.21% | +2,923+4.7% | Added |
| Bowie Capital Management, LLC | 65,617 | $25.6M | 3.37% | +417+0.6% | Added |
| Columbus Hill Capital Management, L.P. | 65,648 | $25.7M | 3.36% | 00.0% | Unchanged |
| Burney Co | 65,685 | $25.7M | 1.20% | −1,133−1.7% | Reduced |
| Elo Mutual Pension Insurance Co | 65,718 | $25.7M | 0.83% | −618−0.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 65,875 | $25.7M | 0.47% | 00.0% | Unchanged |
| Lido Advisors, LLC | 64,382 | $25.8M | 0.58% | −1,381−2.1% | Reduced |
| Cerity Partners LLC | 66,289 | $25.9M | 0.57% | +762+1.2% | Added |
| Regentatlantic Capital LLC | 66,414 | $26.0M | 0.79% | +1,374+2.1% | Added |