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 | 3,055 | $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 |
|---|---|---|---|---|---|
| Prio Wealth Limited Partnership | 733 | $286.0K | 0.01% | +3+0.4% | Added |
| Grant/GrossMendelsohn, LLC | 637 | $286.0K | 0.23% | +85+15.4% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 734 | $287.0K | 0.27% | −48−6.1% | Reduced |
| Monument Capital Management | 735 | $287.0K | 0.10% | +17+2.4% | Added |
| Family Firm, Inc. | 660 | $287.0K | 0.08% | +61+10.2% | Added |
| Fox Run Management, L.L.C. | 738 | $288.0K | 0.18% | +738 | New |
| Boston Research & Management Inc | 740 | $289.0K | 0.09% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 739 | $289.0K | 0.04% | +2+0.3% | Added |
| DFPG Investments, LLC | 687 | $289.0K | 0.11% | +113+19.7% | Added |
| Global Financial Private Client, LLC | 738 | $289.6K | 0.15% | −157−17.5% | Reduced |
| Altus Wealth Group LLC | 743 | $290.0K | 0.29% | 00.0% | Unchanged |
| Main Street Research LLC | 744 | $291.0K | 0.03% | 00.0% | Unchanged |
| Matisse Capital | 750 | $293.0K | 0.11% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 749 | $293.0K | 0.18% | 00.0% | Unchanged |
| Syverson Strege & Co | 751 | $294.0K | 0.23% | +161+27.3% | Added |
| Wealth Dimensions Group, Ltd. | 751 | $294.0K | 0.19% | +751 | New |
| American Financial Advisors, LLC | 756 | $295.0K | 0.04% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 759 | $296.0K | 0.03% | +157+26.1% | Added |
| Northstar Group, Inc. | 765 | $298.0K | 0.08% | 00.0% | Unchanged |
| Redwood Investments, LLC | 764 | $299.0K | 0.02% | 00.0% | Unchanged |
| Newton One Investments LLC | 764 | $299.0K | 0.22% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 768 | $300.0K | 0.05% | −77−9.1% | Reduced |
| Wolverine Asset Management LLC | 768 | $300.0K | 0.00% | +768 | New |
| Zuckerman Investment Group, LLC | 774 | $302.0K | 0.05% | +63+8.9% | Added |
| Capstone Financial Advisors, Inc. | 774 | $303.0K | 0.02% | −330−29.9% | Reduced |
| Delta Investment Management, LLC | 779 | $304.0K | 0.10% | +3+0.4% | Added |
| Symphony Financial, Ltd. Co. | 762 | $305.0K | 0.11% | −489−39.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 783 | $306.0K | 0.17% | −47−5.7% | Reduced |
| Waters Parkerson & Co., LLC | 782 | $306.0K | 0.02% | −25−3.1% | Reduced |
| Jag Capital Management, LLC | 786 | $307.0K | 0.02% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 772 | $307.0K | 0.03% | 00.0% | Unchanged |
| Rathbone Brothers plc | 787 | $308.0K | 0.00% | −144−15.5% | Reduced |
| Noesis Capital Mangement Corp | 788 | $308.0K | 0.06% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 792 | $309.0K | 0.16% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 790 | $309.0K | 0.10% | +4+0.5% | Added |
| Baystate Wealth Management LLC | 789 | $309.0K | 0.03% | +37+4.9% | Added |
| Fortem Financial Group, LLC | 793 | $310.0K | 0.16% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 797 | $311.0K | 0.07% | −212−21.0% | Reduced |
| SkyOak Wealth, LLC | 796 | $311.0K | 0.08% | −64−7.4% | Reduced |
| Taylor Wealth Management Partners | 799 | $312.0K | 0.11% | +101+14.5% | Added |
| Kavar Capital Partners Group, LLC | 800 | $313.0K | 0.07% | 00.0% | Unchanged |
| Beck Bode, LLC | 803 | $314.0K | 0.09% | −9−1.1% | Reduced |
| ETF Portfolio Partners, Inc. | 809 | $316.0K | 0.13% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 809 | $316.1K | 0.10% | +18+2.3% | Added |
| BHK Investment Advisors, LLC | 810 | $317.0K | 0.13% | 00.0% | Unchanged |
| First Bank & Trust | 811 | $317.0K | 0.14% | +33+4.2% | Added |
| Cairn Investment Group, Inc. | 814 | $318.0K | 0.24% | +30+3.8% | Added |
| New World Advisors LLC | 711 | $319.0K | 0.15% | +711 | New |
| Orgel Wealth Management, LLC | 819 | $320.0K | 0.04% | +55+7.2% | Added |
| Okabena Investment Services Inc | 822 | $321.0K | 0.17% | −2,769−77.1% | Reduced |
| Spotlight Asset Group, Inc. | 821 | $321.0K | 0.16% | −301−26.8% | Reduced |
| Element Wealth, LLC | 826 | $323.0K | 0.26% | −4−0.5% | Reduced |
| One + One Wealth Management, LLC | 830 | $324.0K | 0.23% | 00.0% | Unchanged |
| Garde Capital, Inc. | 828 | $324.0K | 0.03% | +382+85.7% | Added |
| Cardan Capital Partners, LLC | 833 | $325.0K | 0.04% | 00.0% | Unchanged |
| Regal Wealth Group, Inc. | 832 | $325.0K | 0.20% | +3+0.4% | Added |
| C M Bidwell & Associates Ltd | 840 | $328.0K | 0.22% | −19−2.2% | Reduced |
| GenTrust, LLC | 843 | $329.0K | 0.03% | +183+27.7% | Added |
| Marathon Capital Management | 841 | $329.0K | 0.07% | +841 | New |
| Coastal Bridge Advisors, LLC | 844 | $330.0K | 0.08% | +1+0.1% | Added |
| ERn Financial, LLC | 844 | $330.0K | 0.08% | +844 | New |
| Resource Management, LLC | 848 | $331.0K | 0.04% | −12−1.4% | Reduced |
| Capital Advisors, Ltd. LLC | 846 | $331.0K | 0.06% | +192+29.4% | Added |
| Summit Financial Group Inc | 851 | $332.0K | 0.12% | 00.0% | Unchanged |
| McRae Capital Management Inc | 850 | $332.0K | 0.07% | 00.0% | Unchanged |
| XR Securities LLC | 849 | $332.0K | 0.30% | +849 | New |
| Satovsky Asset Management LLC | 852 | $333.0K | 0.25% | +3+0.4% | Added |
| Range Financial Group LLC | 853 | $333.0K | 0.24% | +58+7.3% | Added |
| Clare Market Investments LLC | 854 | $333.6K | 0.10% | +22+2.6% | Added |
| Vantage Consulting Group Inc | 856 | $334.0K | 0.07% | +166+24.1% | Added |
| Charter Oak Capital Management, LLC | 860 | $336.0K | 0.04% | +1+0.1% | Added |
| Mascoma Wealth Management LLC | 866 | $338.0K | 0.13% | −9−1.0% | Reduced |
| FFT Wealth Management LLC | 866 | $338.0K | 0.03% | +287+49.6% | Added |
| Intercontinental Wealth Advisors, LLC | 870 | $340.0K | 0.08% | −202−18.8% | Reduced |
| Vigilare Wealth Management | 870 | $340.0K | 0.21% | −30−3.3% | Reduced |
| Farmers Trust Co | 868 | $340.0K | 0.08% | −29−3.2% | Reduced |
| Private Ocean, LLC | 872 | $341.0K | 0.04% | −128−12.8% | Reduced |
| Cornerstone Wealth Group, LLC | 872 | $341.0K | 0.06% | +318+57.4% | Added |
| RGT Wealth Advisors, LLC | 875 | $342.0K | 0.07% | +85+10.8% | Added |
| Wendell David Associates Inc | 876 | $342.0K | 0.04% | +197+29.0% | Added |
| HHM Wealth Advisors, LLC | 877 | $343.0K | 0.09% | −4−0.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 877 | $343.0K | 0.06% | +50+6.0% | Added |
| Courier Capital LLC | 882 | $345.0K | 0.03% | +11+1.3% | Added |
| Rosenberg Matthew Hamilton | 882 | $345.0K | 0.14% | +270+44.1% | Added |
| Capital Investment Services of America, Inc. | 885 | $346.0K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 889 | $347.0K | 0.01% | −58−6.1% | Reduced |
| Summit Global Investments | 897 | $350.0K | 0.03% | +279+45.1% | Added |
| Stonebridge Financial Planning Group, LLC | 767 | $351.0K | 0.17% | −25−3.2% | Reduced |
| Klingman & Associates, LLC | 898 | $351.0K | 0.03% | +110+14.0% | Added |
| Salvus Wealth Management, LLC | 899 | $351.0K | 0.29% | +126+16.3% | Added |
| Stockman Wealth Management, Inc. | 907 | $354.0K | 0.08% | +1+0.1% | Added |
| PFG Private Wealth Management, LLC | 906 | $354.0K | 0.21% | +24+2.7% | Added |
| Barber Financial Group, Inc. | 910 | $356.0K | 0.05% | +11+1.2% | Added |
| Insight Folios Inc | 913 | $357.0K | 0.20% | −70−7.1% | Reduced |
| 360 Financial, Inc. | 915 | $357.0K | 0.18% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 913 | $357.0K | 0.16% | +4+0.4% | Added |
| Linscomb & Williams, Inc. | 913 | $357.0K | 0.02% | +21+2.4% | Added |
| Guyasuta Investment Advisors Inc | 915 | $358.0K | 0.03% | +20+2.2% | Added |
| Fma Advisory Inc | 917 | $358.0K | 0.13% | +917 | New |
| Aufman Associates Inc | 919 | $359.0K | 0.30% | +1+0.1% | Added |