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 |
|---|---|---|---|---|---|
| Asio Capital, LLC | 12,706 | $4.96M | 1.71% | +214+1.7% | Added |
| Parallel Advisors, LLC | 12,690 | $4.96M | 0.20% | +1,048+9.0% | Added |
| Triasima Portfolio Management inc. | 12,620 | $4.93M | 0.26% | +1,130+9.8% | Added |
| West Family Investments, Inc. | 12,592 | $4.92M | 1.31% | +420+3.5% | Added |
| Reliant Investment Management, LLC | 12,569 | $4.91M | 2.44% | −720−5.4% | Reduced |
| Montag A & Associates Inc | 12,554 | $4.91M | 0.26% | −98−0.8% | Reduced |
| Wealth Advisory Solutions, LLC | 12,513 | $4.89M | 1.09% | −700−5.3% | Reduced |
| Bryn Mawr Trust Co | 12,467 | $4.87M | 0.19% | −482−3.7% | Reduced |
| Bank of New Hampshire | 12,163 | $4.87M | 1.30% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 12,439 | $4.86M | 0.88% | −596−4.6% | Reduced |
| We Are One Seven, LLC | 10,539 | $4.85M | 0.62% | +1,345+14.6% | Added |
| Balasa Dinverno & Foltz LLC | 12,413 | $4.85M | 0.34% | +1,374+12.4% | Added |
| Jasper Ridge Partners, L.P. | 12,405 | $4.85M | 0.22% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 12,349 | $4.83M | 0.57% | +5,629+83.8% | Added |
| Tradition Wealth Management, LLC | 12,343 | $4.82M | 0.69% | +469+3.9% | Added |
| Stratos Wealth Partners, LTD. | 12,335 | $4.82M | 0.12% | +312+2.6% | Added |
| HGK Asset Management Inc | 12,301 | $4.81M | 1.58% | −330−2.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 12,280 | $4.80M | 1.56% | +59+0.5% | Added |
| Mather Group, LLC. | 12,261 | $4.79M | 0.12% | +4,243+52.9% | Added |
| Broderick Brian C | 12,209 | $4.77M | 1.27% | +985+8.8% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,192 | $4.76M | 1.74% | +25+0.2% | Added |
| Keeler Thomas Management LLC | 12,171 | $4.76M | 2.27% | +681+5.9% | Added |
| Lountzis Asset Management, LLC | 12,146 | $4.75M | 2.96% | −21−0.2% | Reduced |
| Optimum Investment Advisors | 12,088 | $4.72M | 1.99% | −2,728−18.4% | Reduced |
| Karp Capital Management Corp | 11,985 | $4.68M | 0.66% | +984+8.9% | Added |
| Annex Advisory Services, LLC | 11,966 | $4.68M | 0.38% | +590+5.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,928 | $4.66M | 0.38% | −237−1.9% | Reduced |
| Allworth Financial LP | 11,918 | $4.66M | 0.08% | +5,869+97.0% | Added |
| Culbertson A N & Co Inc | 11,887 | $4.64M | 0.95% | +629+5.6% | Added |
| Venture Visionary Partners LLC | 11,879 | $4.64M | 0.33% | +1,168+10.9% | Added |
| Global Retirement Partners, LLC | 11,864 | $4.64M | 0.46% | +547+4.8% | Added |
| Handelsinvest Investeringsforvaltning | 11,861 | $4.63M | 0.51% | −1,200−9.2% | Reduced |
| Capital Analysts, LLC | 11,822 | $4.62M | 0.30% | +170+1.5% | Added |
| Geneos Wealth Management Inc. | 11,702 | $4.59M | 0.18% | +557+5.0% | Added |
| Coldstream Capital Management Inc | 14,719 | $4.59M | 0.22% | −576−3.8% | Reduced |
| Bank of Nova Scotia Trust Co | 11,703 | $4.57M | 0.41% | +1,170+11.1% | Added |
| Advisors Capital Management, LLC | 11,671 | $4.56M | 0.14% | −30.0% | Reduced |
| Pinnacle Holdings, LLC | 11,647 | $4.55M | 2.00% | −265−2.2% | Reduced |
| Winton Group Ltd | 11,601 | $4.53M | 0.25% | −20−0.2% | Reduced |
| Resources Management Corp | 11,587 | $4.53M | 0.65% | −83−0.7% | Reduced |
| Tower Bridge Advisors | 11,556 | $4.52M | 0.30% | +270+2.4% | Added |
| Belpointe Asset Management LLC | 11,526 | $4.50M | 0.31% | −30.0% | Reduced |
| Pictet Bank & Trust Ltd | 11,520 | $4.50M | 2.78% | −1,880−14.0% | Reduced |
| Barbara Oil Co. | 11,500 | $4.49M | 2.11% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 11,495 | $4.49M | 0.59% | +1,293+12.7% | Added |
| Mutual Advisors, LLC | 11,464 | $4.48M | 0.27% | +575+5.3% | Added |
| Affinity Investment Advisors, LLC | 11,461 | $4.48M | 2.01% | +1,039+10.0% | Added |
| Bristlecone Advisors, LLC | 11,459 | $4.48M | 0.59% | +228+2.0% | Added |
| IFP Advisors, Inc | 11,437 | $4.47M | 0.09% | −331−2.8% | Reduced |
| Asset Dedication, LLC | 11,459 | $4.47M | 0.59% | +85+0.7% | Added |
| Puzo Michael J | 11,430 | $4.47M | 1.42% | +35+0.3% | Added |
| Connable Office Inc | 11,423 | $4.46M | 0.65% | −551−4.6% | Reduced |
| Bray Capital Advisors | 11,407 | $4.46M | 1.14% | +17+0.1% | Added |
| Private Trust Co NA | 11,403 | $4.46M | 0.65% | +321+2.9% | Added |
| CX Institutional | 11,398 | $4.45M | 0.36% | −87−0.8% | Reduced |
| Kidder Stephen W | 11,380 | $4.45M | 1.39% | −65−0.6% | Reduced |
| HBW Advisory Services LLC | 11,302 | $4.42M | 1.14% | −747−6.2% | Reduced |
| Virtue Capital Management, LLC | 11,284 | $4.41M | 0.78% | −160−1.4% | Reduced |
| Plancorp, LLC | 11,235 | $4.39M | 0.30% | +78+0.7% | Added |
| Foundations Investment Advisors, LLC | 11,145 | $4.38M | 0.19% | +560+5.3% | Added |
| Moloney Securities Asset Management, LLC | 11,218 | $4.38M | 0.80% | +265+2.4% | Added |
| Mount Lucas Management LP | 11,185 | $4.37M | 1.38% | −832−6.9% | Reduced |
| Gamble Jones Investment Counsel | 11,142 | $4.35M | 0.29% | −121−1.1% | Reduced |
| Prospera Financial Services Inc | 11,065 | $4.33M | 0.22% | +690+6.7% | Added |
| L & S Advisors Inc | 11,064 | $4.32M | 0.47% | −12,284−52.6% | Reduced |
| Wrapmanager Inc | 11,055 | $4.32M | 1.13% | −210−1.9% | Reduced |
| CAPROCK Group, Inc. | 11,054 | $4.32M | 0.39% | −13−0.1% | Reduced |
| Naples Global Advisors, LLC | 11,017 | $4.30M | 0.57% | +50.0% | Added |
| Institutional & Family Asset Management, LLC | 11,008 | $4.30M | 0.69% | −231−2.1% | Reduced |
| Dorchester Wealth Management Co | 10,929 | $4.27M | 1.05% | +290+2.7% | Added |
| Strategic Financial Services, Inc, | 10,913 | $4.26M | 0.34% | −237−2.1% | Reduced |
| Ocean Capital Management, LLC | 10,789 | $4.23M | 1.85% | +706+7.0% | Added |
| Csenge Advisory Group | 10,787 | $4.23M | 0.36% | +508+4.9% | Added |
| Morgan Jess S & Co Inc | 10,806 | $4.22M | 2.79% | +550+5.4% | Added |
| Kingsview Wealth Management, LLC | 10,701 | $4.18M | 0.20% | +186+1.8% | Added |
| Fulcrum Asset Management LLP | – | $4.16M | 2.05% | – | – |
| Waldron Private Wealth LLC | 10,610 | $4.14M | 0.24% | +1,398+15.2% | Added |
| Souders Financial Advisors | 10,604 | $4.14M | 1.34% | +459+4.5% | Added |
| Dividend Assets Capital, LLC | 10,597 | $4.14M | 0.83% | +224+2.2% | Added |
| Tower View Investment Management & Research LLC | 10,568 | $4.13M | 2.29% | +363+3.6% | Added |
| Duncker Streett & Co Inc | 10,540 | $4.12M | 0.78% | −100−0.9% | Reduced |
| SlateStone Wealth, LLC | 10,490 | $4.10M | 0.94% | −451−4.1% | Reduced |
| Enterprise Bank & Trust Co | 10,486 | $4.10M | 1.62% | −295−2.7% | Reduced |
| Mirador Capital Partners LP | 10,483 | $4.10M | 0.93% | +178+1.7% | Added |
| Kinneret Advisory, LLC | 10,466 | $4.09M | 0.48% | 00.0% | Unchanged |
| RNC Capital Management LLC | 10,449 | $4.08M | 0.22% | −11,163−51.7% | Reduced |
| Fairhaven Wealth Management, LLC | 10,410 | $4.07M | 1.68% | +798+8.3% | Added |
| CMH Wealth Management LLC | 10,373 | $4.05M | 1.33% | +268+2.7% | Added |
| Holderness Investments Co | 10,317 | $4.03M | 1.33% | −195−1.9% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 10,273 | $4.01M | 1.11% | −433−4.0% | Reduced |
| MU Investments Co., Ltd. | 9,980 | $4.00M | 4.29% | 00.0% | Unchanged |
| Clarius Group, LLC | 10,188 | $3.98M | 0.36% | +249+2.5% | Added |
| Chatham Capital Group, Inc. | 10,171 | $3.97M | 0.76% | +105+1.0% | Added |
| Moneta Group Investment Advisors LLC | 10,132 | $3.96M | 0.18% | +340+3.5% | Added |
| Moors & Cabot, Inc. | 10,119 | $3.96M | 0.25% | +21+0.2% | Added |
| AlphaStar Capital Management, LLC | 8,939 | $3.95M | 0.27% | +8,939 | New |
| Gladstone Institutional Advisory LLC | 10,111 | $3.95M | 0.39% | +3,505+53.1% | Added |
| Change Path, LLC | 9,983 | $3.94M | 0.23% | +731+7.9% | Added |
| IMC-Chicago, LLC | 10,047 | $3.93M | 0.32% | +10,047 | New |
| SWS Partners | 10,011 | $3.91M | 2.42% | +5,026+100.8% | Added |