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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Eagle Capital Management, LLC | 15,536 | $6.07M | 1.65% | −146−0.9% | Reduced |
| Rothschild Capital Partners, LLC | 15,520 | $6.06M | 1.94% | +126+0.8% | Added |
| Mid Atlantic Financial Management Inc | 15,497 | $6.05M | 0.41% | −26−0.2% | Reduced |
| Guardian Capital Advisors LP | 15,643 | $6.05M | 0.63% | +335+2.2% | Added |
| Arrow Financial Corp | 15,487 | $6.05M | 0.78% | −360−2.3% | Reduced |
| Icon Wealth Partners, LLC | 15,471 | $6.04M | 0.65% | +163+1.1% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 15,357 | $6.03M | 0.77% | −141−0.9% | Reduced |
| Massachusetts Financial Services Co | 15,393 | $6.01M | 0.00% | −257,483−94.4% | Reduced |
| Busey Wealth Management | 15,392 | $6.01M | 0.24% | +2,203+16.7% | Added |
| Apollon Wealth Management, LLC | 15,381 | $6.01M | 0.82% | +2,297+17.6% | Added |
| Lester Murray Antman dba SimplyRich | 15,367 | $6.00M | 2.18% | +26+0.2% | Added |
| Alcosta Capital Management, Inc. | 15,315 | $5.98M | 3.65% | +112+0.7% | Added |
| AMG National Trust Bank | 15,291 | $5.97M | 0.19% | +265+1.8% | Added |
| Armstrong Shaw Associates Inc | 15,283 | $5.97M | 5.22% | +344+2.3% | Added |
| Signaturefd, LLC | 15,282 | $5.97M | 0.21% | +487+3.3% | Added |
| Icon Advisers Inc | 15,219 | $5.95M | 1.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 15,181 | $5.93M | 0.20% | +1,213+8.7% | Added |
| Avitas Wealth Management LLC | 15,134 | $5.91M | 1.08% | −229−1.5% | Reduced |
| YorkBridge Wealth Partners, LLC | 15,024 | $5.87M | 1.48% | +550+3.8% | Added |
| Cunning Capital Partners, LP | 15,000 | $5.86M | 3.09% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 14,893 | $5.82M | 0.27% | +1,273+9.3% | Added |
| RiverFront Investment Group, LLC | 14,856 | $5.80M | 0.19% | −15,746−51.5% | Reduced |
| First Hawaiian Bank | 14,850 | $5.80M | 0.24% | +149+1.0% | Added |
| GPM Growth Investors, Inc. | 14,756 | $5.77M | 3.04% | −60.0% | Reduced |
| SOL Capital Management CO | 14,750 | $5.76M | 1.15% | −266−1.8% | Reduced |
| Mission Wealth Management, LP | 14,699 | $5.74M | 0.30% | +6,795+86.0% | Added |
| Stokes Capital Advisors, LLC | 14,680 | $5.74M | 1.85% | +239+1.7% | Added |
| Fieldpoint Private Securities, LLC | 14,635 | $5.72M | 1.27% | +125+0.9% | Added |
| Bowling Portfolio Management LLC | 14,613 | $5.71M | 1.28% | −95−0.6% | Reduced |
| JCIC Asset Management Inc. | 14,546 | $5.68M | 1.87% | −152−1.0% | Reduced |
| Johanson Financial Advisors, Inc. | 14,517 | $5.67M | 1.95% | +298+2.1% | Added |
| Ibex Wealth Advisors | 14,494 | $5.66M | 1.09% | +998+7.4% | Added |
| Buckhead Capital Management LLC | 14,454 | $5.65M | 1.26% | +13,475+1,376.4% | Added |
| Harbour Investments, Inc. | 14,406 | $5.63M | 0.18% | +2,781+23.9% | Added |
| Broadleaf Partners, LLC | 14,401 | $5.63M | 1.86% | +575+4.2% | Added |
| Blue Edge Capital, LLC | 14,361 | $5.61M | 1.17% | −34−0.2% | Reduced |
| Blue Fin Capital, Inc. | 14,336 | $5.60M | 1.71% | +270+1.9% | Added |
| Pensionfund Sabic | 14,300 | $5.59M | 1.18% | −900−5.9% | Reduced |
| Empirical Finance, LLC | 14,294 | $5.58M | 0.84% | +672+4.9% | Added |
| Perkins Coie Trust Co | 14,278 | $5.58M | 1.75% | −284−2.0% | Reduced |
| Smithbridge Asset Management Inc | 14,273 | $5.58M | 1.85% | −148−1.0% | Reduced |
| Ninety One North America, Inc. | 14,181 | $5.54M | 0.26% | +271+1.9% | Added |
| HAP Trading, LLC | 14,150 | $5.53M | 0.41% | +14,150 | New |
| EFG Asset Management (Americas) Corp. | 14,096 | $5.53M | 0.98% | +592+4.4% | Added |
| Sonora Investment Management, LLC | 14,128 | $5.52M | 0.69% | +2,228+18.7% | Added |
| Bluefin Capital Management, LLC | 14,122 | $5.52M | 0.64% | −1,220−8.0% | Reduced |
| Monetary Management Group Inc | 14,030 | $5.48M | 1.51% | +1,150+8.9% | Added |
| Boston Financial Mangement LLC | 14,003 | $5.47M | 0.22% | +31+0.2% | Added |
| Sandy Spring Bank | 13,990 | $5.47M | 0.29% | −15−0.1% | Reduced |
| First Interstate Bank | 13,920 | $5.44M | 0.56% | +380+2.8% | Added |
| Chicago Trust Co NA | 13,880 | $5.42M | 1.19% | +1,286+10.2% | Added |
| Advisory Services Network, LLC | 13,826 | $5.40M | 0.17% | +2,605+23.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,807 | $5.39M | 0.28% | +2,239+19.4% | Added |
| Madison Wealth Management | 13,751 | $5.37M | 1.17% | +127+0.9% | Added |
| Brookstone Capital Management | 13,258 | $5.35M | 0.10% | +116+0.9% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 13,654 | $5.34M | 2.54% | +13,654 | New |
| Ballast, Inc. | 13,628 | $5.33M | 2.24% | +54+0.4% | Added |
| Clearstead Advisors, LLC | 13,624 | $5.32M | 0.40% | −611−4.3% | Reduced |
| Koshinski Asset Management, Inc. | 13,591 | $5.31M | 0.46% | +4,347+47.0% | Added |
| Woodmont Investment Counsel LLC | 13,585 | $5.31M | 0.77% | +3,105+29.6% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 13,374 | $5.29M | 0.16% | 00.0% | Unchanged |
| Pitcairn Co | 13,506 | $5.28M | 0.36% | −2,442−15.3% | Reduced |
| King Luther Capital Management Corp | 13,448 | $5.25M | 0.03% | −889−6.2% | Reduced |
| CWA Asset Management Group, LLC | 13,423 | $5.25M | 0.42% | +10,582+372.5% | Added |
| Kames Capital plc | 13,411 | $5.24M | 0.07% | 00.0% | Unchanged |
| Coastline Trust Co | 13,385 | $5.23M | 0.65% | +125+0.9% | Added |
| Capital Planning Advisors, LLC | 13,372 | $5.22M | 1.08% | +73+0.5% | Added |
| Mizuho Securities USA LLC | 13,331 | $5.21M | 0.53% | +144+1.1% | Added |
| Integrated Wealth Concepts LLC | 13,331 | $5.21M | 0.17% | +584+4.6% | Added |
| Vanguard Capital Wealth Advisors | 13,298 | $5.20M | 3.96% | +48+0.4% | Added |
| Essex Financial Services, Inc. | 13,265 | $5.18M | 0.59% | +3,477+35.5% | Added |
| High Note Wealth, LLC | 13,257 | $5.18M | 1.87% | +76+0.6% | Added |
| Trust Co of Vermont | 13,249 | $5.18M | 0.37% | +125+1.0% | Added |
| Altium Wealth Management LLC | 13,242 | $5.17M | 0.37% | +103+0.8% | Added |
| Greystone Financial Group, LLC | 13,218 | $5.17M | 1.54% | −4,068−23.5% | Reduced |
| Pensionfund DSM Netherlands | 13,200 | $5.16M | 0.66% | −8,600−39.4% | Reduced |
| Eudaimonia Partners, LLC | 13,187 | $5.15M | 0.93% | −1,491−10.2% | Reduced |
| Kestra Private Wealth Services, LLC | 13,177 | $5.15M | 0.29% | +1,552+13.4% | Added |
| Berkshire Asset Management LLC | 13,160 | $5.14M | 0.34% | +782+6.3% | Added |
| Marietta Wealth Management, LLC | 13,151 | $5.14M | 1.12% | +828+6.7% | Added |
| Douglass Winthrop Advisors, LLC | 13,143 | $5.13M | 0.13% | −266−2.0% | Reduced |
| Benson Investment Management Company, Inc. | 13,140 | $5.13M | 2.64% | +18+0.1% | Added |
| Dynamic Advisor Solutions LLC | 13,114 | $5.12M | 0.39% | +233+1.8% | Added |
| Wealthspire Advisors, LLC | 13,114 | $5.12M | 0.11% | +4,288+48.6% | Added |
| Acropolis Investment Management, LLC | 13,148 | $5.12M | 0.61% | −48−0.4% | Reduced |
| Accredited Investors Inc. | 13,108 | $5.12M | 0.55% | +94+0.7% | Added |
| Tudor Investment Corp Et Al | 13,082 | $5.11M | 0.10% | +4,553+53.4% | Added |
| Sowell Financial Services LLC | 13,073 | $5.11M | 0.34% | +320+2.5% | Added |
| Hotaling Investment Management, LLC | 13,058 | $5.10M | 2.12% | +158+1.2% | Added |
| River & Mercantile Asset Management LLP | 13,034 | $5.09M | 0.40% | −10,120−43.7% | Reduced |
| Horizon Investment Services, LLC | 13,016 | $5.09M | 2.50% | −158−1.2% | Reduced |
| Hohimer Wealth Management, LLC | 13,011 | $5.08M | 1.07% | −203−1.5% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $5.08M | 1.39% | 00.0% | Unchanged |
| NBT Bank N A | 12,945 | $5.06M | 0.70% | −127−1.0% | Reduced |
| Frontier Wealth Management LLC | 12,816 | $5.01M | 0.35% | +306+2.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 12,806 | $5.00M | 0.13% | +9,390+274.9% | Added |
| J. W. Coons Advisors, LLC | 12,773 | $4.99M | 1.71% | +130+1.0% | Added |
| Paradigm Financial Partners, LLC | 12,327 | $4.99M | 1.18% | +163+1.3% | Added |
| Carnegie Capital Asset Management, LLC | 12,746 | $4.98M | 0.19% | −117−0.9% | Reduced |
| Point72 Hong Kong Ltd | 12,720 | $4.97M | 0.38% | −8,738−40.7% | Reduced |