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 |
|---|---|---|---|---|---|
| Smith Anglin Financial, LLC | 924 | $361.0K | 0.07% | −32−3.3% | Reduced |
| Clear Creek Financial Management, LLC | 925 | $361.0K | 0.06% | +23+2.5% | Added |
| Beese Fulmer Investment Management, Inc. | 926 | $362.0K | 0.04% | +194+26.5% | Added |
| Barry Investment Advisors, LLC | 925 | $362.0K | 0.10% | +248+36.6% | Added |
| Requisite Capital Management, LLC | 930 | $363.0K | 0.08% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 929 | $363.0K | 0.16% | +31+3.5% | Added |
| Avenue 1 Advisors, LLC | 930 | $363.0K | 0.21% | +55+6.3% | Added |
| Good Life Advisors, LLC | 930 | $363.0K | 0.05% | +930 | New |
| Innovative Portfolios LLC | 727 | $365.0K | 2.07% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 937 | $366.0K | 0.24% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 937 | $366.0K | 0.05% | +937 | New |
| Webster Bank, N. A. | 939 | $367.0K | 0.04% | +204+27.8% | Added |
| Relyea Zuckerberg Hanson LLC | 942 | $368.0K | 0.14% | +246+35.3% | Added |
| Van Strum & Towne Inc. | 945 | $369.0K | 0.15% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 872 | $369.0K | 0.03% | +119+15.8% | Added |
| Private Asset Management Inc | 945 | $370.0K | 0.05% | 00.0% | Unchanged |
| Red Wave Investments LLC | 949 | $371.0K | 0.13% | −9−0.9% | Reduced |
| First National Bank of Hutchinson | 950 | $371.0K | 0.21% | +2+0.2% | Added |
| Citizens & Northern Corp | 955 | $373.0K | 0.14% | −6−0.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 954 | $373.0K | 0.15% | −1−0.1% | Reduced |
| Austin Private Wealth, LLC | 955 | $373.0K | 0.08% | +48+5.3% | Added |
| Center for Financial Planning, Inc. | 958 | $374.0K | 0.09% | +5+0.5% | Added |
| Financial Architects, Inc | 957 | $374.0K | 0.05% | +165+20.8% | Added |
| HFR Wealth Management, LLC | 960 | $375.0K | 0.11% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 960 | $375.0K | 0.10% | +2+0.2% | Added |
| Signet Financial Management, LLC | 959 | $375.0K | 0.06% | +12+1.3% | Added |
| Full Sail Capital, LLC | 227,010 | $377.0K | 0.03% | +225,925+20,822.6% | Added |
| Staley Capital Advisers Inc | 964 | $377.0K | 0.02% | −75−7.2% | Reduced |
| Fosun International Ltd | 945 | $378.0K | 0.02% | +245+35.0% | Added |
| Veracity Capital LLC | 969 | $379.0K | 0.17% | −14−1.4% | Reduced |
| First United Bank Trust | 969 | $379.0K | 0.15% | +25+2.6% | Added |
| Crabel Capital Management, LLC | 972 | $380.0K | 0.12% | +972 | New |
| Redwood Investment Management, LLC | 979 | $383.0K | 0.05% | −288−22.7% | Reduced |
| Krane Funds Advisors LLC | 983 | $384.0K | 0.01% | −381−27.9% | Reduced |
| First Command Bank | 983 | $384.0K | 0.07% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 983 | $384.0K | 0.07% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 982 | $384.0K | 0.07% | 00.0% | Unchanged |
| Gould Asset Management LLC | 983 | $384.0K | 0.12% | +5+0.5% | Added |
| Mosaic Family Wealth, LLC | 986 | $385.0K | 0.11% | +17+1.8% | Added |
| Clarus Group, Inc. | 988 | $386.0K | 0.27% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 990 | $387.0K | 0.02% | +180+22.2% | Added |
| TCG Advisory Services, LLC | 993 | $388.0K | 0.10% | −197−16.6% | Reduced |
| Allegheny Financial Group LTD | 994 | $388.0K | 0.18% | −23−2.3% | Reduced |
| Dimension Capital Management LLC | 994 | $389.0K | 0.08% | −100−9.1% | Reduced |
| Lafayette Investments, Inc. | 995 | $389.0K | 0.11% | −15−1.5% | Reduced |
| First Financial Corp | 996 | $389.0K | 0.26% | −8−0.8% | Reduced |
| AtlasMark Financial, Inc | 1,000 | $390.7K | 0.52% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 1,000 | $391.0K | 0.14% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 1,000 | $391.0K | 0.03% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,001 | $391.0K | 0.13% | +17+1.7% | Added |
| Toews Corp | 1,000 | $391.0K | 0.05% | +1,000 | New |
| Wharton Business Group, LLC | 1,004 | $392.0K | 0.04% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,004 | $392.0K | 0.05% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,005 | $393.0K | 0.24% | −6−0.6% | Reduced |
| Fortress Wealth Group, LLC | 1,009 | $394.0K | 0.34% | +53+5.5% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,013 | $396.0K | 0.14% | +3+0.3% | Added |
| Gables Capital Management Inc. | 1,020 | $399.0K | 0.26% | −120−10.5% | Reduced |
| Invst, LLC | 1,021 | $399.0K | 0.06% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,022 | $399.0K | 0.09% | +22+2.2% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 1,024 | $400.0K | 0.12% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 942 | $400.0K | 0.19% | +46+5.1% | Added |
| Patriot Investment Management Inc. | 1,035 | $404.0K | 0.04% | −67−6.1% | Reduced |
| First American Trust, FSB | 1,035 | $404.0K | 0.06% | +54+5.5% | Added |
| Stillwater Investment Management, LLC | 1,036 | $405.0K | 0.11% | +4+0.4% | Added |
| Kingfisher Capital LLC | 1,039 | $406.0K | 0.11% | −38−3.5% | Reduced |
| Aspen Investment Management Inc | 1,038 | $406.0K | 0.21% | +290+38.8% | Added |
| Sandbox Financial Partners, LLC | 1,042 | $407.0K | 0.29% | −185−15.1% | Reduced |
| Financial Consulate, Inc | 1,041 | $407.0K | 0.15% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 1,041 | $407.0K | 0.54% | +59+6.0% | Added |
| BCJ Capital Management, LLC | 1,044 | $408.0K | 0.04% | −155−12.9% | Reduced |
| Woodstock Corp | 1,045 | $408.0K | 0.05% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,053 | $411.0K | 0.02% | +1,053 | New |
| Guardian Wealth Advisors, LLC | 1,053 | $412.0K | 0.37% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,057 | $413.0K | 0.19% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 1,056 | $413.0K | 0.10% | +53+5.3% | Added |
| Summit Trail Advisors, LLC | 1,058 | $413.0K | 0.03% | +184+21.1% | Added |
| New Jersey Better Educational Savings Trust | 1,063 | $415.0K | 0.82% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,065 | $416.0K | 0.24% | +260+32.3% | Added |
| GeoWealth Management, LLC | 1,069 | $418.0K | 0.03% | −9−0.8% | Reduced |
| Creative Financial Designs Inc | 1,072 | $419.0K | 0.07% | +17+1.6% | Added |
| Sompo Asset Management Co., Ltd. | 1,080 | $421.0K | 0.10% | −40−3.6% | Reduced |
| Strategic Blueprint, LLC | 1,084 | $424.0K | 0.07% | −163−13.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,090 | $426.0K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,092 | $427.0K | 0.06% | −7−0.6% | Reduced |
| Fortis Advisors, LLC | 1,099 | $429.0K | 0.26% | −250−18.5% | Reduced |
| Bangor Savings Bank | 1,097 | $429.0K | 0.04% | +60+5.8% | Added |
| Kalos Management, Inc. | 928 | $429.0K | 0.12% | +928 | New |
| MEMBERS Trust Co | 1,073 | $430.0K | 0.01% | −56−5.0% | Reduced |
| Howland Capital Management LLC | 1,101 | $430.0K | 0.02% | −3−0.3% | Reduced |
| AXS Investments LLC | 1,109 | $433.0K | 0.16% | −7,702−87.4% | Reduced |
| AllSquare Wealth Management LLC | 1,108 | $433.0K | 0.26% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,109 | $433.0K | 0.16% | +8+0.7% | Added |
| Element Pointe Advisors, LLC | 1,115 | $436.0K | 0.15% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,115 | $436.0K | 0.16% | −11−1.0% | Reduced |
| Kessler Investment Group, LLC | 1,119 | $437.0K | 0.31% | −23−2.0% | Reduced |
| Wedgewood Investors Inc | 1,120 | $438.0K | 0.57% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 1,117 | $439.0K | 0.27% | +104+10.3% | Added |
| Argus Investors' Counsel, Inc. | 1,128 | $441.0K | 0.29% | +242+27.3% | Added |
| Towerpoint Wealth, LLC | 1,139 | $445.0K | 0.22% | −50−4.2% | Reduced |
| Golden State Equity Partners | 1,140 | $445.0K | 0.18% | −42−3.6% | Reduced |