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 |
|---|---|---|---|---|---|
| First Citizens Financial Corp | 578 | $226.0K | 0.18% | −545−48.5% | Reduced |
| KLCM Advisors, Inc. | 578 | $226.0K | 0.05% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 578 | $226.0K | 0.09% | +23+4.1% | Added |
| Round Table Services, LLC | 579 | $226.0K | 0.05% | +33+6.0% | Added |
| Matrix Private Capital Group LLC | 579 | $226.0K | 0.12% | +41+7.6% | Added |
| Prostatis Group LLC | 579 | $226.2K | 0.14% | +35+6.4% | Added |
| United Bank | 580 | $227.0K | 0.03% | +50+9.4% | Added |
| Horizon Financial Services, LLC | 580 | $227.0K | 0.15% | +530+1,060.0% | Added |
| Boothbay Fund Management, LLC | 587 | $229.0K | 0.01% | −166−22.0% | Reduced |
| RWM Asset Management, LLC | 589 | $230.0K | 0.05% | −132−18.3% | Reduced |
| Benchmark Wealth Management, LLC | 588 | $230.0K | 0.16% | −121−17.1% | Reduced |
| Kelman-Lazarov, Inc. | 590 | $231.0K | 0.08% | −10−1.7% | Reduced |
| Greatmark Investment Partners, Inc. | 592 | $231.0K | 0.04% | −4−0.7% | Reduced |
| Fermata Advisors, LLC | 590 | $231.0K | 0.10% | −3−0.5% | Reduced |
| Essex LLC | 592 | $231.0K | 0.06% | +592 | New |
| Alley Co LLC | 594 | $232.0K | 0.04% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 545 | $232.0K | 0.09% | +545 | New |
| Corundum Group, Inc. | 597 | $233.0K | 0.17% | −117−16.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 597 | $233.0K | 0.17% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 596 | $233.0K | 0.02% | +12+2.1% | Added |
| Sound Income Strategies, LLC | 597 | $233.0K | 0.03% | +262+78.2% | Added |
| Benedict Financial Advisors Inc | 598 | $234.0K | 0.07% | −88−12.8% | Reduced |
| Beaton Management Co. Inc. | 600 | $234.0K | 0.15% | 00.0% | Unchanged |
| Well Done, LLC | 598 | $234.0K | 0.05% | +598 | New |
| Schaper Benz & Wise Investment Counsel Inc | 601 | $235.0K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 605 | $236.0K | 0.16% | 00.0% | Unchanged |
| Congress Park Capital LLC | 607 | $237.0K | 0.12% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 608 | $237.0K | 0.14% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 606 | $237.0K | 0.04% | +24+4.1% | Added |
| Single Point Partners, LLC | 612 | $239.0K | 0.52% | +31+5.3% | Added |
| Kowal Investment Group, LLC | 616 | $241.0K | 0.08% | +55+9.8% | Added |
| Oliver Luxxe Assets LLC | 623 | $243.0K | 0.07% | −42−6.3% | Reduced |
| CapWealth Advisors, LLC | 622 | $243.0K | 0.03% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 624 | $243.8K | 0.09% | −184−22.8% | Reduced |
| Beech Hill Advisors, Inc. | 625 | $244.0K | 0.10% | 00.0% | Unchanged |
| Center For Asset Management LLC | 624 | $244.0K | 0.21% | +79+14.5% | Added |
| TD Ameritrade Investment Management, LLC | 788 | $246.0K | 0.00% | −368−31.8% | Reduced |
| Investment Management Associates Inc | 629 | $246.0K | 0.13% | 00.0% | Unchanged |
| Arabesque Asset Management Ltd | 629 | $246.0K | 0.08% | +25+4.1% | Added |
| AMJ Financial Wealth Management | 632 | $247.0K | 0.10% | −36−5.4% | Reduced |
| Lee Danner & Bass Inc | 633 | $247.0K | 0.02% | −10−1.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 632 | $247.0K | 0.16% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 631 | $247.0K | 0.14% | +28+4.6% | Added |
| Hayden Royal, LLC | 635 | $248.0K | 0.40% | −308−32.7% | Reduced |
| Howard Wealth Management, LLC | 635 | $248.0K | 0.14% | −85−11.8% | Reduced |
| Black Diamond Financial, LLC | 637 | $249.0K | 0.12% | 00.0% | Unchanged |
| Chicago Capital, LLC | 636 | $249.0K | 0.01% | +132+26.2% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 639 | $250.0K | 0.08% | 00.0% | Unchanged |
| First Washington CORP | 642 | $251.0K | 0.09% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 645 | $252.0K | 0.20% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 644 | $252.0K | 0.16% | +76+13.4% | Added |
| Sharkey, Howes & Javer | 648 | $253.0K | 0.07% | +53+8.9% | Added |
| High Pointe Capital Management LLC | 650 | $254.0K | 0.20% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 650 | $254.0K | 0.08% | 00.0% | Unchanged |
| Security National Bank of So Dak | 651 | $254.0K | 0.19% | +651 | New |
| Financial Planning & Information Services, Inc. | 653 | $255.0K | 0.07% | +11+1.7% | Added |
| Curran Financial Partners, LLC | 653 | $256.0K | 0.13% | +10+1.6% | Added |
| Blue Zone Wealth Advisors, LLC | 658 | $257.0K | 0.09% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 662 | $259.0K | 0.09% | −13,812−95.4% | Reduced |
| Cheviot Value Management, LLC | 663 | $259.0K | 0.07% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 664 | $260.0K | 0.05% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 665 | $260.0K | 0.10% | +222+50.1% | Added |
| One Charles Private Wealth Services, LLC | 670 | $262.0K | 0.15% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 673 | $262.9K | 0.11% | +1+0.1% | Added |
| Benjamin Edwards Inc | 674 | $263.0K | 0.16% | +181+36.7% | Added |
| Shilanski & Associates, Inc. | 675 | $264.0K | 0.12% | +4+0.6% | Added |
| Crestone Asset Management LLC | 678 | $265.0K | 0.06% | +9+1.3% | Added |
| Diamant Asset Management, Inc. | 680 | $266.0K | 0.22% | +680 | New |
| Octavia Wealth Advisors, LLC | 686 | $266.0K | 0.07% | +686 | New |
| Westshore Wealth, LLC | 683 | $267.0K | 0.22% | −1,512−68.9% | Reduced |
| Moseley Investment Management Inc | 681 | $267.0K | 0.13% | 00.0% | Unchanged |
| Columbia Asset Management | 685 | $268.0K | 0.06% | +125+22.3% | Added |
| Northwest Wealth Management, LLC | 690 | $270.0K | 0.14% | 00.0% | Unchanged |
| WC Walker & Associates, Inc. | 693 | $271.0K | 0.15% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 693 | $271.0K | 0.14% | +585+541.7% | Added |
| Fairview Capital Investment Management, LLC | 700 | $273.0K | 0.02% | −350−33.3% | Reduced |
| Oxford Financial Group Ltd | 699 | $273.0K | 0.03% | +699 | New |
| Founders Financial Alliance, LLC | 701 | $274.0K | 0.13% | −1,709−70.9% | Reduced |
| BFT Financial Group, LLC | 702 | $274.0K | 0.05% | +4+0.6% | Added |
| StrategIQ Financial Group, LLC | 700 | $274.0K | 0.05% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 700 | $274.0K | 0.05% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 702 | $274.0K | 0.13% | +153+27.9% | Added |
| First Personal Financial Services | 705 | $275.0K | 0.07% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 703 | $275.0K | 0.11% | +116+19.8% | Added |
| LPWM LLC | 703 | $276.0K | 0.16% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 708 | $277.0K | 0.09% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 710 | $277.0K | 0.06% | +18+2.6% | Added |
| ERTS Wealth Advisors, LLC | 712 | $278.0K | 0.07% | −40−5.3% | Reduced |
| Chase Investment Counsel Corp | 714 | $278.0K | 0.12% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 713 | $279.0K | 0.14% | +3+0.4% | Added |
| Hodges Capital Management Inc. | 716 | $280.0K | 0.02% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 613 | $280.0K | 0.18% | +613 | New |
| Walleye Trading LLC | 718 | $281.0K | 0.01% | +718 | New |
| Independent Solutions Wealth Management, LLC | 722 | $282.1K | 0.07% | +722 | New |
| Yorktown Management & Research Co Inc | 725 | $283.0K | 0.21% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 726 | $284.0K | 0.05% | −244−25.2% | Reduced |
| Lantz Financial LLC | 730 | $285.0K | 0.15% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 732 | $286.0K | 0.15% | −676−48.0% | Reduced |
| Probity Advisors, Inc. | 731 | $286.0K | 0.06% | −7−0.9% | Reduced |
| Curated Wealth Partners LLC | 732 | $286.0K | 0.16% | −1−0.1% | Reduced |