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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 1,399 | $547.0K | 0.06% | +130+10.2% | Added |
| Sather Financial Group Inc | 1,400 | $547.0K | 0.06% | +1,400 | New |
| Simon Quick Advisors, LLC | 1,405 | $548.0K | 0.14% | +1,367+3,597.4% | Added |
| Reynders McVeigh Capital Management, LLC | 1,404 | $549.0K | 0.03% | −309−18.0% | Reduced |
| Benin Management CORP | 1,409 | $551.0K | 0.18% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,415 | $553.0K | 0.29% | +29+2.1% | Added |
| Jacobi Capital Management LLC | 1,414 | $553.0K | 0.07% | +337+31.3% | Added |
| Adviser Investments LLC | 1,422 | $556.0K | 0.04% | +68+5.0% | Added |
| JB Capital LLC | 1,428 | $558.0K | 0.07% | +1,428 | New |
| Crumly & Associates Inc. | 1,443 | $564.0K | 0.26% | +173+13.6% | Added |
| Hartline Investment Corp | 1,449 | $566.0K | 0.08% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 1,448 | $566.0K | 0.28% | +10+0.7% | Added |
| Sanders Morris Harris LLC | 1,400 | $566.0K | 0.10% | 00.0% | Unchanged |
| Marotta Asset Management | 1,451 | $567.0K | 0.14% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 1,452 | $567.0K | 0.37% | −63−4.2% | Reduced |
| Asset Management Corp | 1,454 | $568.0K | 0.36% | −101−6.5% | Reduced |
| Successful Portfolios LLC | 1,456 | $569.0K | 0.34% | −59−3.9% | Reduced |
| Droms Strauss Advisors Inc | 1,452 | $569.0K | 0.27% | +6+0.4% | Added |
| Machina Capital S.A.S. | 1,459 | $570.0K | 1.23% | +1,459 | New |
| Meyer Handelman Co | 1,466 | $572.0K | 0.02% | 00.0% | Unchanged |
| Baxter Bros Inc | 1,463 | $572.0K | 0.09% | +1,463 | New |
| 1st Source Bank | 1,465 | $573.0K | 0.04% | −5−0.3% | Reduced |
| First City Capital Management, Inc. | 1,480 | $578.0K | 0.33% | −10−0.7% | Reduced |
| SFMG, LLC | 1,478 | $578.0K | 0.06% | +93+6.7% | Added |
| Islay Capital Management, LLC | 1,482 | $579.0K | 0.45% | +59+4.1% | Added |
| Cypress Wealth Services, LLC | 1,485 | $580.0K | 0.17% | −129−8.0% | Reduced |
| Brightworth | 1,486 | $580.0K | 0.05% | +38+2.6% | Added |
| Qci Asset Management Inc | 1,488 | $581.0K | 0.03% | +41+2.8% | Added |
| Bingham Osborn & Scarborough LLC | 1,488 | $582.0K | 0.04% | −253−14.5% | Reduced |
| Abacus Planning Group, Inc. | 1,490 | $582.0K | 0.19% | +51+3.5% | Added |
| Lindbrook Capital, LLC | 1,503 | $587.0K | 0.15% | +13+0.9% | Added |
| InterOcean Capital Group, LLC | 1,503 | $587.0K | 0.03% | +45+3.1% | Added |
| Texas Yale Capital Corp. | 1,507 | $589.0K | 0.03% | −61−3.9% | Reduced |
| Lenox Wealth Advisors, LLC | 1,508 | $589.0K | 0.08% | +244+19.3% | Added |
| Botty Investors LLC | 1,508 | $589.0K | 0.18% | +1,508 | New |
| Larson Financial Group LLC | 1,510 | $590.0K | 0.12% | 00.0% | Unchanged |
| Titus Wealth Management | 1,509 | $590.0K | 0.31% | +7+0.5% | Added |
| Private Portfolio Partners LLC | 1,517 | $593.0K | 0.17% | −98−6.1% | Reduced |
| Wolff Wiese Magana LLC | 1,534 | $600.0K | 0.42% | −6−0.4% | Reduced |
| Consolidated Planning Corp | 1,539 | $601.0K | 0.39% | +5+0.3% | Added |
| Marquette Asset Management, LLC | 1,538 | $601.0K | 0.14% | +14+0.9% | Added |
| Magnolia Capital Advisors LLC | 1,544 | $603.0K | 0.21% | +134+9.5% | Added |
| Everett Harris & Co | 1,547 | $604.0K | 0.01% | −35−2.2% | Reduced |
| Professional Planning | 1,546 | $604.0K | 0.29% | −9−0.6% | Reduced |
| Aaron Wealth Advisors | 1,552 | $606.0K | 0.17% | +7+0.5% | Added |
| TRUE Private Wealth Advisors | 1,554 | $607.0K | 0.09% | −7−0.4% | Reduced |
| South Shore Capital Advisors | 1,555 | $608.0K | 1.12% | −84−5.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,558 | $609.0K | 0.17% | +31+2.0% | Added |
| Pzena Investment Management LLC | 1,565 | $612.0K | 0.00% | +65+4.3% | Added |
| WealthTrust Axiom LLC | 1,570 | $613.0K | 0.21% | +10+0.6% | Added |
| TCI Wealth Advisors, Inc. | 1,569 | $613.0K | 0.10% | +371+31.0% | Added |
| Blueprint Investment Partners LLC | 1,569 | $613.0K | 0.31% | +1,569 | New |
| Five Oceans Advisors | 1,572 | $614.0K | 0.71% | +1,572 | New |
| Patron Partners Advisors, LLC | 1,575 | $615.0K | 0.45% | +45+2.9% | Added |
| Financial Partners Group, Inc | 1,580 | $617.0K | 0.15% | −235−12.9% | Reduced |
| OneAscent Financial Services LLC | 1,588 | $621.0K | 0.83% | +1,588 | New |
| Alethea Capital Management, LLC | 1,597 | $624.0K | 0.55% | +1,597 | New |
| Centaurus Financial, Inc. | 1,600 | $625.0K | 0.05% | +58+3.8% | Added |
| Echo Street Capital Management LLC | 1,602 | $626.0K | 0.00% | +462+40.5% | Added |
| Global Trust Asset Management, LLC | 1,604 | $627.0K | 0.28% | −2−0.1% | Reduced |
| Insight Advisors, LLC | 1,375 | $628.0K | 0.19% | −16−1.2% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 1,618 | $632.0K | 0.23% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,621 | $634.0K | 0.03% | +12+0.7% | Added |
| Integrated Investment Consultants, LLC | 1,624 | $635.0K | 0.19% | +88+5.7% | Added |
| Oxinas Partners Wealth Management LLC | 1,633 | $638.0K | 0.37% | −29−1.7% | Reduced |
| Hendley & Co Inc | 1,633 | $638.0K | 0.22% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 1,645 | $643.0K | 0.28% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,650 | $645.0K | 0.17% | 00.0% | Unchanged |
| Krilogy Financial LLC | 1,654 | $646.0K | 0.06% | +106+6.8% | Added |
| Bayesian Capital Management, LP | 1,654 | $646.0K | 0.19% | +1,654 | New |
| Laurel Wealth Planning LLC | 1,657 | $647.0K | 0.52% | +1,500+955.4% | Added |
| Soltis Investment Advisors LLC | 1,660 | $649.0K | 0.10% | −500−23.1% | Reduced |
| Wealthcare Advisory Partners LLC | 1,663 | $650.0K | 0.04% | +212+14.6% | Added |
| Founders Capital Management, LLC | 1,673 | $654.0K | 0.17% | 00.0% | Unchanged |
| Foundry Partners, LLC | 1,685 | $658.0K | 0.02% | −298−15.0% | Reduced |
| Renaissance Investment Group LLC | 1,690 | $660.0K | 0.17% | −30−1.7% | Reduced |
| Hexagon Capital Partners LLC | 1,691 | $661.0K | 0.19% | −17−1.0% | Reduced |
| Codex Capital, L.L.C. | 1,700 | $663.0K | 0.36% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1,697 | $663.0K | 0.30% | +28+1.7% | Added |
| WealthPLAN Partners, LLC | 1,426 | $663.0K | 0.04% | +57+4.2% | Added |
| Crawford Investment Counsel Inc | 1,710 | $668.0K | 0.01% | −219−11.4% | Reduced |
| Amarillo National Bank | 1,723 | $673.0K | 0.14% | 00.0% | Unchanged |
| CNB Bank | 1,736 | $678.0K | 0.41% | −408−19.0% | Reduced |
| Heron Bay Capital Management | 1,736 | $678.0K | 0.35% | −23−1.3% | Reduced |
| Darwin Advisors, LLC | 1,737 | $679.0K | 0.11% | −4−0.2% | Reduced |
| Elite Wealth Management, Inc. | 1,752 | $685.0K | 0.31% | −700−28.5% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 1,753 | $685.0K | 0.03% | +8+0.5% | Added |
| ODonnell Financial Services, LLC | 1,753 | $685.0K | 0.33% | +1,753 | New |
| Parsons Capital Management Inc | 1,756 | $686.0K | 0.05% | +70+4.2% | Added |
| Main Street Financial Solutions, LLC | 1,755 | $686.0K | 0.11% | +189+12.1% | Added |
| Cannell Peter B & Co Inc | 1,763 | $689.0K | 0.02% | −2,605−59.6% | Reduced |
| Kempen Capital Management N.V. | 1,768 | $690.0K | 0.02% | −4,057−69.6% | Reduced |
| Brown Capital Management LLC | 1,776 | $694.0K | 0.01% | −194−9.8% | Reduced |
| MCF Advisors LLC | 1,776 | $694.0K | 0.07% | −20−1.1% | Reduced |
| Ballast Advisors LLC | 1,785 | $697.0K | 0.29% | +17+1.0% | Added |
| Jeppson Wealth Management, LLC | 1,792 | $700.0K | 0.36% | 00.0% | Unchanged |
| Keystone Financial Group | 1,792 | $700.0K | 0.13% | +7+0.4% | Added |
| Heck Capital Advisors, LLC | 1,794 | $701.0K | 0.14% | −28−1.5% | Reduced |
| BSW Wealth Partners | 1,805 | $705.0K | 0.20% | +53+3.0% | Added |
| Asset Management Group, Inc. | 1,803 | $705.0K | 0.14% | +620+52.4% | Added |