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 |
|---|---|---|---|---|---|
| Old Port Advisors | 1,128 | $445.0K | 0.16% | −8−0.7% | Reduced |
| Family Management Corp | 1,141 | $446.0K | 0.12% | −63−5.2% | Reduced |
| Dillon & Associates Inc | 1,144 | $447.0K | 0.09% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 1,146 | $448.0K | 0.27% | +1,146 | New |
| Vista Wealth Management Group, LLC | 1,153 | $451.0K | 0.08% | +42+3.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,160 | $453.0K | 0.09% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,160 | $453.0K | 0.06% | +174+17.6% | Added |
| BCS Wealth Management | 1,162 | $454.0K | 0.19% | +20+1.8% | Added |
| Corbett Road Capital Management, LLC | 1,162 | $454.0K | 0.79% | +86+8.0% | Added |
| Ninepoint Partners LP | 1,164 | $455.0K | 0.16% | +1,164 | New |
| Eubel Brady & Suttman Asset Management Inc | 1,168 | $456.0K | 0.09% | −336−22.3% | Reduced |
| Principal Street Partners, LLC | 1,171 | $458.0K | 0.12% | +267+29.5% | Added |
| Telos Capital Management, Inc. | 1,175 | $459.0K | 0.06% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 1,177 | $460.0K | 0.14% | +45+4.0% | Added |
| Kanawha Capital Management LLC | 1,179 | $461.0K | 0.04% | −1,263−51.7% | Reduced |
| Aveo Capital Partners, LLC | 1,179 | $461.0K | 0.10% | −15−1.3% | Reduced |
| Alliance Wealth Advisors, LLC | 1,185 | $463.0K | 0.41% | +14+1.2% | Added |
| Lebenthal Global Advisors, LLC | 1,189 | $464.0K | 0.29% | +1+0.1% | Added |
| Koss-Olinger Consulting, LLC | 1,192 | $466.0K | 0.08% | −604−33.6% | Reduced |
| Eagle Bay Advisors LLC | 1,190 | $466.0K | 0.27% | −181−13.2% | Reduced |
| Farmers National Bank | 1,329 | $466.1K | 0.19% | +1,329 | New |
| Hoylecohen, LLC | 1,198 | $468.0K | 0.04% | 00.0% | Unchanged |
| Penobscot Wealth Management | 1,197 | $468.0K | 0.43% | 00.0% | Unchanged |
| New England Asset Management Inc | 1,200 | $469.0K | 0.01% | 00.0% | Unchanged |
| Saturna Capital CORP | 1,200 | $469.0K | 0.01% | 00.0% | Unchanged |
| LMR Partners LLP | 1,202 | $470.0K | 0.01% | −2,463−67.2% | Reduced |
| WMS Partners, LLC | 1,202 | $470.0K | 0.07% | +27+2.3% | Added |
| Liberty Wealth Management LLC | 1,133 | $470.0K | 0.17% | +447+65.2% | Added |
| QVR LLC | 1,209 | $472.0K | 0.97% | +1,097+979.5% | Added |
| Rock Creek Group, LP | 1,224 | $478.0K | 0.08% | −752−38.1% | Reduced |
| Curi Capital | 1,226 | $479.0K | 0.22% | +6+0.5% | Added |
| Everhart Financial Group, Inc. | 1,227 | $479.0K | 0.33% | +276+29.0% | Added |
| Sovereign Financial Group, Inc. | 1,233 | $482.0K | 0.28% | +30+2.5% | Added |
| Bank Ozk | 1,235 | $483.0K | 0.22% | −50−3.9% | Reduced |
| ACG Wealth | 1,235 | $483.0K | 0.06% | +72+6.2% | Added |
| MONECO Advisors, LLC | 1,239 | $484.0K | 0.19% | +150+13.8% | Added |
| White Pine Capital LLC | 1,240 | $485.0K | 0.15% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,242 | $485.0K | 0.14% | +1,242 | New |
| Aldebaran Financial Inc. | 1,245 | $486.0K | 0.42% | −25−2.0% | Reduced |
| Crescent Grove Advisors, LLC | 1,245 | $486.0K | 0.05% | 00.0% | Unchanged |
| First National Bank of South Miami | 1,245 | $486.0K | 0.33% | +81+7.0% | Added |
| KG&L Capital Management,LLC | 1,249 | $488.0K | 0.21% | +221+21.5% | Added |
| Investors Financial Group, LLC | 1,251 | $489.0K | 0.26% | −302−19.4% | Reduced |
| Security National Trust Co | 1,221 | $489.0K | 0.11% | 00.0% | Unchanged |
| Harbor Financial Services, LLC | 1,255 | $490.0K | 0.21% | +216+20.8% | Added |
| Country Trust Bank | 1,258 | $492.0K | 0.01% | −21−1.6% | Reduced |
| Baker Ellis Asset Management LLC | 1,219 | $492.0K | 0.09% | −50−3.9% | Reduced |
| Pacific Edge Advisors, LLC | 1,260 | $492.0K | 0.24% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 1,260 | $492.0K | 0.36% | 00.0% | Unchanged |
| Prudential PLC | 1,265 | $494.0K | 0.01% | −86,607−98.6% | Reduced |
| Univest Financial Corp | 1,265 | $494.0K | 0.14% | +4+0.3% | Added |
| Grace Capital | 1,100 | $494.0K | 0.30% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 1,265 | $494.0K | 0.22% | +1,265 | New |
| Jeereddi Investments, LP | 1,268 | $495.0K | 0.45% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,271 | $496.0K | 0.11% | −2,606−67.2% | Reduced |
| Visionary Wealth Advisors | 1,269 | $496.0K | 0.05% | −189−13.0% | Reduced |
| Lesa Sroufe & Co | 1,270 | $496.0K | 0.53% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 1,273 | $497.0K | 0.07% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,271 | $497.0K | 0.32% | +125+10.9% | Added |
| WealthBridge Capital Management, LLC | 1,275 | $498.0K | 0.19% | +3+0.2% | Added |
| West Paces Advisors Inc. | 1,281 | $500.5K | 0.18% | +171+15.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,281 | $501.0K | 0.36% | −394−23.5% | Reduced |
| ICW Investment Advisors LLC | 1,285 | $502.0K | 0.32% | +68+5.6% | Added |
| Markston International LLC | 1,288 | $503.0K | 0.47% | −261−16.8% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 1,291 | $504.0K | 0.11% | −115−8.2% | Reduced |
| Eidelman Virant Capital | 1,275 | $504.0K | 0.19% | 00.0% | Unchanged |
| Clean Yield Group | 1,289 | $504.0K | 0.18% | +1,041+419.8% | Added |
| Iron Horse Wealth Management, LLC | 1,294 | $506.0K | 0.31% | −50−3.7% | Reduced |
| Chelsea Counsel Co | 1,294 | $506.0K | 0.23% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 1,300 | $508.0K | 0.15% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,301 | $508.0K | 0.17% | +8+0.6% | Added |
| First Heartland Consultants, Inc. | 1,301 | $508.0K | 0.08% | +25+2.0% | Added |
| Modera Wealth Management, LLC | 1,306 | $510.0K | 0.03% | −88−6.3% | Reduced |
| Winfield Associates, Inc. | 1,307 | $511.0K | 0.19% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,310 | $512.0K | 0.08% | +1+0.1% | Added |
| MTM Investment Management, LLC | 1,314 | $513.0K | 0.28% | +253+23.8% | Added |
| Peoples Bank | 1,319 | $516.0K | 0.27% | +99+8.1% | Added |
| Anchor Capital Advisors LLC | 1,323 | $517.0K | 0.01% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,323 | $517.0K | 0.32% | +9+0.7% | Added |
| WBI Investments | 1,429 | $518.0K | 0.09% | −23−1.6% | Reduced |
| Northeast Investment Management | 1,332 | $520.0K | 0.03% | −70−5.0% | Reduced |
| Lake Street Financial LLC | 1,330 | $520.0K | 0.13% | +441+49.6% | Added |
| Empowered Funds, LLC | 1,332 | $520.0K | 0.07% | +564+73.4% | Added |
| BEAM Asset Management, LLC | 1,333 | $521.0K | 0.45% | +41+3.2% | Added |
| Cornerstone Wealth Management, LLC | 1,335 | $522.0K | 0.06% | +111+9.1% | Added |
| Camelot Portfolios, LLC | 1,341 | $524.0K | 0.27% | −1,228−47.8% | Reduced |
| BCK Partners, Inc. | 1,342 | $524.0K | 0.33% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,349 | $527.0K | 0.01% | −17,040−92.7% | Reduced |
| Birinyi Associates Inc | 1,350 | $527.0K | 0.18% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,351 | $528.0K | 0.09% | +125+10.2% | Added |
| Alhambra Investment Partners LLC | 1,354 | $529.0K | 0.40% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 1,353 | $529.0K | 0.03% | +4+0.3% | Added |
| CFM Wealth Partners LLC | 1,355 | $529.0K | 0.13% | +23+1.7% | Added |
| Formidable Asset Management, LLC | 1,357 | $530.0K | 0.10% | −551−28.9% | Reduced |
| Tower Wealth Partners, Inc. | 1,362 | $532.0K | 0.56% | +105+8.4% | Added |
| Samalin Investment Counsel, LLC | 1,364 | $533.0K | 0.35% | +13+1.0% | Added |
| Navellier & Associates Inc | 1,366 | $534.0K | 0.08% | +4+0.3% | Added |
| LBMC Investment Advisors, LLC | 1,341 | $535.0K | 0.05% | +86+6.9% | Added |
| Antonetti Capital Management LLC | 1,374 | $537.0K | 0.44% | +1,374 | New |
| RiverGlades Family Offices LLC | 1,400 | $547.0K | 0.43% | 00.0% | Unchanged |