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 |
|---|---|---|---|---|---|
| Meridian Financial Partners LLC | 2,171 | $876.0K | 0.59% | +40+1.9% | Added |
| Bridgewater Advisors Inc. | 2,250 | $879.0K | 0.24% | +12+0.5% | Added |
| Magnetar Financial LLC | 2,257 | $882.0K | 0.01% | −7,295−76.4% | Reduced |
| Summit Wealth Partners, LLC | 2,258 | $882.3K | 0.21% | +610+37.0% | Added |
| Ssi Investment Management LLC | 2,261 | $883.0K | 0.05% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 1,947 | $885.0K | 0.01% | −3,426−63.8% | Reduced |
| Westhampton Capital, LLC | 2,265 | $885.0K | 0.61% | −20−0.9% | Reduced |
| Arvest Bank Trust Division | 2,266 | $885.0K | 0.05% | +98+4.5% | Added |
| IVC Wealth Advisors LLC | 2,270 | $887.0K | 0.61% | −2−0.1% | Reduced |
| Hollencrest Capital Management | 2,278 | $890.0K | 0.08% | +52+2.3% | Added |
| TLWM | 2,297 | $894.0K | 0.34% | +85+3.8% | Added |
| Perritt Capital Management Inc | 2,295 | $897.0K | 0.49% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,295 | $897.0K | 0.05% | +240+11.7% | Added |
| Altfest L J & Co Inc | 2,306 | $901.0K | 0.19% | −456−16.5% | Reduced |
| Kathmere Capital Management, LLC | 2,308 | $902.0K | 0.16% | +216+10.3% | Added |
| Verdence Capital Advisors LLC | 2,309 | $902.0K | 0.12% | +317+15.9% | Added |
| Private Capital Group, LLC | 2,314 | $904.0K | 0.20% | −10.0% | Reduced |
| Baldwin Brothers Inc | 2,316 | $905.0K | 0.10% | +1,100+90.5% | Added |
| Mark Stevens | 2,320 | $907.0K | 0.10% | −834−26.4% | Reduced |
| Intellectus Partners, LLC | 2,324 | $908.0K | 0.22% | −252−9.8% | Reduced |
| Ausdal Financial Partners, Inc. | 2,326 | $909.0K | 0.14% | +174+8.1% | Added |
| Hallmark Capital Management Inc | 2,338 | $914.0K | 0.08% | −335−12.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,340 | $914.0K | 0.43% | +110+4.9% | Added |
| Duality Advisers, LP | 2,349 | $918.0K | 0.07% | −6,971−74.8% | Reduced |
| Trillium Asset Management, LLC | 2,353 | $919.0K | 0.02% | +142+6.4% | Added |
| Stock Yards Bank & Trust Co | 2,357 | $921.0K | 0.06% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 2,363 | $923.0K | 0.15% | +9+0.4% | Added |
| Spirit of America Management Corp | 2,375 | $928.0K | 0.20% | −350−12.8% | Reduced |
| Park National Corp | 2,376 | $928.0K | 0.04% | −98−4.0% | Reduced |
| GFG Capital, LLC | 2,380 | $930.0K | 0.29% | +148+6.6% | Added |
| XML Financial, LLC | 2,383 | $931.0K | 0.12% | +165+7.4% | Added |
| Versor Investments LP | 2,386 | $932.0K | 0.03% | +840+54.3% | Added |
| Vivaldi Capital Management, LLC | 2,389 | $933.0K | 0.20% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 2,390 | $934.0K | 0.45% | −30−1.2% | Reduced |
| E Fund Management Co., Ltd. | 2,390 | $934.0K | 0.04% | +2,390 | New |
| Opal Wealth Advisors, LLC | 2,402 | $939.0K | 0.90% | −124−4.9% | Reduced |
| Uncommon Cents Investing LLC | 2,410 | $942.0K | 0.38% | +90+3.9% | Added |
| Nwam LLC | 2,420 | $945.0K | 0.09% | +167+7.4% | Added |
| First Commonwealth Financial Corp | 2,423 | $947.0K | 0.34% | −53−2.1% | Reduced |
| CoreFirst Bank & Trust | 2,425 | $948.0K | 0.66% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,427 | $948.0K | 0.09% | +341+16.3% | Added |
| Cadence Bank NA | 2,461 | $962.0K | 0.29% | −69−2.7% | Reduced |
| Crescent Capital Consulting, LLC | 2,469 | $964.0K | 0.18% | −4−0.2% | Reduced |
| Foster Group, Inc. | 2,466 | $964.0K | 0.09% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,481 | $969.4K | 0.36% | +6+0.2% | Added |
| Franklin Street Advisors Inc | 2,496 | $975.0K | 0.08% | −115−4.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,496 | $975.0K | 0.17% | +188+8.1% | Added |
| Sand Hill Global Advisors, LLC | 2,500 | $977.0K | 0.06% | −401−13.8% | Reduced |
| KB Financial Partners, LLC | 2,512 | $981.0K | 0.36% | +160+6.8% | Added |
| Plante Moran Financial Advisors, LLC | 2,512 | $982.0K | 0.22% | −27−1.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,515 | $983.0K | 0.17% | +268+11.9% | Added |
| Court Place Advisors, LLC | 2,527 | $987.0K | 0.29% | −60−2.3% | Reduced |
| Monte Financial Group, LLC | 2,526 | $987.0K | 0.57% | +17+0.7% | Added |
| Professional Financial Advisors, LLC | 2,532 | $989.0K | 0.57% | +59+2.4% | Added |
| Investment Advisory Services Inc | 2,535 | $990.0K | 0.61% | +136+5.7% | Added |
| GYL Financial Synergies, LLC | 2,536 | $991.0K | 0.51% | −38−1.5% | Reduced |
| LaFleur & Godfrey LLC | 2,545 | $994.0K | 0.14% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 2,544 | $994.0K | 0.49% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,189 | $995.0K | 0.38% | +126+6.1% | Added |
| Bluestein R H & Co | 2,552 | $997.0K | 0.04% | −772−23.2% | Reduced |
| Psagot Investment House Ltd. | 2,555 | $998.0K | 0.17% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2,555 | $998.0K | 0.17% | +2,555 | New |
| Aevitas Wealth Management, Inc. | 2,556 | $999.0K | 0.64% | +300+13.3% | Added |
| Valtinson Bruner Financial Planning LLC | 2,299 | $1.00M | 0.55% | +3+0.1% | Added |
| Regal Investment Advisors LLC | 2,567 | $1.00M | 0.10% | −66−2.5% | Reduced |
| Old Dominion Capital Management Inc | 2,584 | $1.01M | 0.22% | −71−2.7% | Reduced |
| Essex Savings Bank | 2,432 | $1.01M | 0.37% | −5−0.2% | Reduced |
| Choate Investment Advisors | 2,592 | $1.01M | 0.06% | −32−1.2% | Reduced |
| Townsend Asset Management Corp | 2,595 | $1.01M | 0.54% | +317+13.9% | Added |
| Golden State Wealth Management, LLC | 2,600 | $1.02M | 0.22% | −81−3.0% | Reduced |
| Copperwynd Financial, LLC | 2,599 | $1.02M | 0.42% | +177+7.3% | Added |
| Capital Advisory Group Advisory Services, LLC | 2,606 | $1.02M | 0.37% | +123+5.0% | Added |
| Bank of Stockton | 2,613 | $1.02M | 0.31% | +14+0.5% | Added |
| Financial Advisors Network, Inc. | 2,224 | $1.02M | 0.24% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 2,629 | $1.03M | 0.09% | +342+15.0% | Added |
| Seelaus Asset Management LLC | 2,631 | $1.03M | 0.60% | −150−5.4% | Reduced |
| KFA Private Wealth Group, LLC | 2,632 | $1.03M | 0.56% | +10.0% | Added |
| Financial Advocates Investment Management | 2,633 | $1.03M | 0.07% | +238+9.9% | Added |
| Bard Financial Services, Inc. | 2,635 | $1.03M | 0.09% | −5−0.2% | Reduced |
| Wambolt & Associates, LLC | 2,628 | $1.03M | 0.41% | +197+8.1% | Added |
| Paradigm Financial Advisors, LLC | 2,650 | $1.03M | 0.24% | −75−2.8% | Reduced |
| Prestige Wealth Management Group LLC | 2,647 | $1.03M | 0.26% | +285+12.1% | Added |
| Latitude Advisors, LLC | 2,654 | $1.04M | 0.33% | +1,264+90.9% | Added |
| Wealth Management Associates, Inc. | 2,655 | $1.04M | 0.61% | +174+7.0% | Added |
| Atlas Capital Advisors LLC | 2,663 | $1.04M | 0.17% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 2,664 | $1.04M | 0.10% | −203−7.1% | Reduced |
| Cornerstone Advisory, LLC | 2,665 | $1.04M | 0.17% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2,685 | $1.05M | 0.12% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 2,685 | $1.05M | 0.56% | +85+3.3% | Added |
| Cahaba Wealth Management, Inc. | 2,689 | $1.05M | 0.15% | +28+1.1% | Added |
| BKD Wealth Advisors, LLC | 2,692 | $1.05M | 0.05% | +5+0.2% | Added |
| Donoghue Forlines LLC | 2,697 | $1.05M | 0.20% | −163−5.7% | Reduced |
| Alta Wealth Advisors LLC | 2,697 | $1.05M | 0.77% | −66−2.4% | Reduced |
| IMS Capital Management | 2,698 | $1.05M | 0.61% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 2,701 | $1.05M | 0.00% | +721+36.4% | Added |
| Patton Albertson Miller Group, LLC | 2,704 | $1.06M | 0.20% | +2,704 | New |
| AGF Investments LLC | 2,707 | $1.06M | 0.10% | +866+47.0% | Added |
| ARS Wealth Advisors Group, LLC | 2,719 | $1.06M | 0.19% | +2,719 | New |
| Sterling Investment Management, Inc. | 2,733 | $1.07M | 0.68% | −60−2.1% | Reduced |
| Cedar Brook Financial Partners, LLC | 2,745 | $1.07M | 0.32% | −29−1.0% | Reduced |