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 |
|---|---|---|---|---|---|
| Xcel Wealth Management, LLC | 1,806 | $706.0K | 0.20% | −500−21.7% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,809 | $707.0K | 0.35% | −118−6.1% | Reduced |
| Glassman Wealth Services | 1,810 | $707.0K | 0.15% | +160+9.7% | Added |
| First Affirmative Financial Network | 1,810 | $707.0K | 0.73% | +1,810 | New |
| Capital One Financial Corp | 1,814 | $709.0K | 0.09% | +59+3.4% | Added |
| One Capital Management, LLC | 1,820 | $711.0K | 0.06% | −16−0.9% | Reduced |
| Northwest Bancshares, Inc. | 1,822 | $712.0K | 0.16% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,826 | $713.0K | 0.31% | +221+13.8% | Added |
| Traynor Capital Management, Inc. | 1,828 | $714.0K | 0.10% | +46+2.6% | Added |
| Almanack Investment Partners, LLC. | 1,828 | $714.0K | 0.06% | +95+5.5% | Added |
| Donald L. Hagan, LLC | 1,832 | $716.0K | 0.41% | +34+1.9% | Added |
| Source Financial Advisors LLC | 1,838 | $718.0K | 0.19% | +15+0.8% | Added |
| Argent Advisors, Inc. | 1,840 | $719.0K | 0.41% | +73+4.1% | Added |
| Avidian Wealth Solutions, LLC | 1,839 | $719.0K | 0.05% | +141+8.3% | Added |
| Thomasville National Bank | 1,845 | $720.0K | 0.07% | +245+15.3% | Added |
| Geller Advisors LLC | 1,853 | $724.0K | 0.16% | −616−24.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1,855 | $725.0K | 0.05% | +4+0.2% | Added |
| Summit Wealth Group, LLC | 1,856 | $725.0K | 1.15% | +43+2.4% | Added |
| First Pacific Financial | 1,855 | $725.0K | 0.38% | +77+4.3% | Added |
| Pointe Capital Management LLC | 1,857 | $726.0K | 0.50% | +20+1.1% | Added |
| Washington Trust Co | 1,861 | $727.0K | 0.02% | −21−1.1% | Reduced |
| Tiger Eye Capital LLC | 1,866 | $729.0K | 0.28% | −12,100−86.6% | Reduced |
| F3Logic, LLC | 1,866 | $729.0K | 0.10% | −7−0.4% | Reduced |
| Sequoia Financial Advisors, LLC | 1,871 | $731.0K | 0.07% | −2,364−55.8% | Reduced |
| Texas Capital Bancshares Inc | 1,871 | $731.0K | 0.51% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,880 | $735.0K | 0.66% | 00.0% | Unchanged |
| American Money Management, LLC | 1,885 | $736.0K | 0.21% | +10+0.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,888 | $738.0K | 0.12% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 1,893 | $740.0K | 0.38% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 1,896 | $741.0K | 0.52% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,896 | $741.0K | 0.24% | +142+8.1% | Added |
| Deltec Asset Management LLC | 1,900 | $742.0K | 0.11% | 00.0% | Unchanged |
| Camden National Bank | 1,903 | $744.0K | 0.14% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 1,909 | $746.0K | 0.19% | +238+14.2% | Added |
| JSF Financial, LLC | 1,911 | $747.0K | 0.37% | +175+10.1% | Added |
| Advus Financial Partners, LLC | 1,491 | $748.7K | 0.41% | +1,491 | New |
| Wealth Management Partners, LLC | 1,917 | $749.0K | 0.56% | −100−5.0% | Reduced |
| Beck Mack & Oliver LLC | 1,921 | $751.0K | 0.02% | +200+11.6% | Added |
| Parkside Financial Bank & Trust | 1,926 | $752.0K | 0.22% | +64+3.4% | Added |
| Secure Asset Management, LLC | 1,928 | $753.0K | 0.37% | +151+8.5% | Added |
| Chicago Partners Investment Group LLC | 1,646 | $753.0K | 0.05% | +39+2.4% | Added |
| Berkeley Capital Partners, LLC | 1,929 | $754.0K | 0.35% | −4−0.2% | Reduced |
| LVW Advisors, LLC | 1,946 | $760.0K | 0.13% | +383+24.5% | Added |
| Humankind Investments LLC | 1,947 | $761.0K | 0.35% | −19−1.0% | Reduced |
| Lokken Investment Group LLC | 1,950 | $762.0K | 0.60% | +35+1.8% | Added |
| Am Investment Strategies LLC | 1,978 | $773.0K | 0.20% | +50+2.6% | Added |
| Riverview Trust Co | 1,980 | $774.0K | 0.82% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 1,998 | $781.0K | 0.50% | −134−6.3% | Reduced |
| Montecito Bank & Trust | 1,999 | $781.0K | 0.15% | +128+6.8% | Added |
| Fort Point Capital Partners LLC | 1,999 | $781.0K | 0.12% | +813+68.5% | Added |
| Epiq Partners, LLC | 2,000 | $781.0K | 0.36% | +2,000 | New |
| DAGCO, Inc. | 2,013 | $787.0K | 0.34% | −50−2.4% | Reduced |
| Cable Hill Partners, LLC | 2,016 | $787.0K | 0.19% | +166+9.0% | Added |
| Sunflower Bank, N.A. | 2,028 | $792.0K | 0.11% | −62−3.0% | Reduced |
| Bluesphere Advisors, LLC | 2,034 | $795.0K | 0.76% | 00.0% | Unchanged |
| Smith, Salley & Associates | 2,043 | $799.0K | 0.06% | +163+8.7% | Added |
| Hellman Jordan Management Co Inc | 2,046 | $799.0K | 1.12% | +636+45.1% | Added |
| Atlas Brown,Inc. | 2,049 | $801.0K | 0.35% | +66+3.3% | Added |
| Perennial Investment Advisors, LLC | 2,045 | $801.0K | 0.28% | +401+24.4% | Added |
| McDaniel Terry & Co | 2,057 | $804.0K | 0.09% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,057 | $804.0K | 0.06% | +36+1.8% | Added |
| Farr Miller & Washington LLC | 2,059 | $805.0K | 0.05% | +76+3.8% | Added |
| Collective Family Office LLC | 2,063 | $806.0K | 0.35% | −36−1.7% | Reduced |
| Fiduciary Planning LLC | 2,062 | $806.0K | 0.43% | +945+84.6% | Added |
| Prentice Wealth Management LLC | 2,074 | $810.0K | 0.39% | +19+0.9% | Added |
| Tectonic Advisors LLC | 2,074 | $810.0K | 0.16% | +51+2.5% | Added |
| Oldfather Financial Services, LLC | 1,766 | $811.0K | 0.42% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 2,085 | $815.0K | 0.40% | +2,085 | New |
| Sage Rhino Capital LLC | 2,091 | $817.0K | 0.25% | +34+1.7% | Added |
| Green Harvest Asset Management LLC | 2,705 | $819.0K | 0.13% | +268+11.0% | Added |
| Trinity Legacy Partners, LLC | 2,096 | $819.0K | 0.29% | +61+3.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,096 | $819.0K | 0.36% | +4+0.2% | Added |
| Thompson Siegel & Walmsley LLC | 2,110 | $824.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,109 | $824.0K | 0.21% | +129+6.5% | Added |
| RSM US Wealth Management LLC | 2,113 | $826.0K | 0.04% | +5+0.2% | Added |
| Fortis Capital Management LLC | 2,114 | $826.0K | 0.48% | +364+20.8% | Added |
| Prudent Man Advisors, LLC | 2,117 | $827.0K | 0.31% | −21−1.0% | Reduced |
| Pinnacle Bancorp, Inc. | 2,121 | $829.0K | 0.33% | +19+0.9% | Added |
| 1776 Wealth LLC | 2,126 | $831.0K | 0.47% | −487−18.6% | Reduced |
| Investment Partners, Ltd. | 2,128 | $831.0K | 0.38% | +205+10.7% | Added |
| Trustcore Financial Services, LLC | 2,149 | $840.0K | 0.08% | +121+6.0% | Added |
| Covenant Multifamily Offices, LLC | 2,134 | $840.0K | 0.15% | +115+5.7% | Added |
| Calton & Associates, Inc. | 2,165 | $846.0K | 0.19% | +93+4.5% | Added |
| Laurel Wealth Advisors, Inc. | 2,168 | $847.0K | 0.16% | −581−21.1% | Reduced |
| Clear Perspective Advisors, LLC | 2,168 | $847.0K | 0.29% | −213−8.9% | Reduced |
| Andesa Financial Management Inc. | 2,176 | $848.0K | 0.46% | +11+0.5% | Added |
| Lederer & Associates Investment Counsel | 2,171 | $848.0K | 0.55% | +737+51.4% | Added |
| Safeguard Investment Advisory Group, LLC | 2,173 | $849.0K | 0.55% | +7+0.3% | Added |
| American State Bank (Iowa) | 2,174 | $849.5K | 0.66% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,175 | $850.0K | 0.41% | −65−2.9% | Reduced |
| Sage Mountain Advisors LLC | 2,194 | $857.0K | 0.12% | +31+1.4% | Added |
| Sargent Investment Group, LLC | 2,193 | $857.0K | 0.21% | +33+1.5% | Added |
| Algert Global LLC | 2,201 | $860.0K | 0.11% | −363−14.2% | Reduced |
| Asset Advisors Investment Management, LLC | 2,200 | $860.0K | 0.10% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 2,205 | $862.0K | 0.17% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,212 | $864.0K | 0.77% | −150−6.4% | Reduced |
| Camden Capital, LLC | 2,206 | $867.0K | 0.17% | −365−14.2% | Reduced |
| Graypoint LLC | 2,231 | $872.0K | 0.11% | +538+31.8% | Added |
| Key Financial Inc | 2,237 | $874.0K | 0.49% | +7+0.3% | Added |
| LS Investment Advisors, LLC | 2,239 | $875.0K | 0.11% | 00.0% | Unchanged |