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 |
|---|---|---|---|---|---|
| Mitchell McLeod Pugh & Williams Inc | 9,995 | $3.90M | 1.45% | +206+2.1% | Added |
| Morris Capital Advisors, LLC | 9,972 | $3.90M | 3.07% | −280−2.7% | Reduced |
| Duff & Phelps Investment Management Co | 9,935 | $3.88M | 0.05% | −225−2.2% | Reduced |
| Sky Investment Group LLC | 9,919 | $3.88M | 0.86% | −263−2.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 9,898 | $3.87M | 1.58% | −50−0.5% | Reduced |
| De Burlo Group Inc | 9,855 | $3.85M | 0.62% | 00.0% | Unchanged |
| Goodwin Daniel L | 9,850 | $3.85M | 1.79% | −4,260−30.2% | Reduced |
| Intrust Bank NA | 9,838 | $3.84M | 0.51% | +217+2.3% | Added |
| Checchi Capital Advisers, LLC | 9,750 | $3.81M | 0.47% | −80−0.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 9,748 | $3.81M | 0.44% | +2,212+29.4% | Added |
| Bond & Devick Financial Network, Inc. | 9,682 | $3.78M | 3.14% | −150−1.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,666 | $3.78M | 0.45% | +5,807+150.5% | Added |
| Nikulski Financial, Inc. | 9,657 | $3.77M | 1.75% | +157+1.7% | Added |
| Regent Investment Management LLC | 9,602 | $3.75M | 0.90% | −25−0.3% | Reduced |
| Teza Capital Management LLC | 9,603 | $3.75M | 1.80% | +8,255+612.4% | Added |
| Lazard Freres Gestion S.A.S. | 9,600 | $3.75M | 0.11% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 9,576 | $3.74M | 3.23% | −52−0.5% | Reduced |
| Red Door Wealth Management, LLC | 9,524 | $3.72M | 1.42% | +587+6.6% | Added |
| Investment House LLC | 9,510 | $3.72M | 0.27% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 9,474 | $3.70M | 2.49% | +31+0.3% | Added |
| Weik Capital Management | 9,465 | $3.70M | 1.53% | −1,035−9.9% | Reduced |
| Stevens Capital Management LP | 9,463 | $3.70M | 1.55% | +5,398+132.8% | Added |
| Nicollet Investment Management, Inc. | 9,409 | $3.68M | 1.55% | −38−0.4% | Reduced |
| Steadfast Capital Management (UK) Ltd. | 9,406 | $3.67M | 4.32% | +9,406 | New |
| High Pines Wealth Management, LLC | 9,385 | $3.67M | 2.52% | +1,003+12.0% | Added |
| Orleans Capital Management Corp | 9,327 | $3.64M | 2.33% | −10−0.1% | Reduced |
| Parkside Investments, LLC | 9,307 | $3.64M | 0.76% | −4,000−30.1% | Reduced |
| Resources Investment Advisors, LLC. | 9,270 | $3.62M | 0.14% | +990+12.0% | Added |
| Valley National Advisers Inc | 9,258 | $3.62M | 0.65% | −183−1.9% | Reduced |
| Oak Associates, Ltd | 9,250 | $3.61M | 0.21% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 9,246 | $3.61M | 1.48% | +2,980+47.6% | Added |
| Covenant Asset Management, LLC | 9,237 | $3.61M | 1.08% | +34+0.4% | Added |
| Unison Asset Management LLC | 9,224 | $3.60M | 3.21% | −25−0.3% | Reduced |
| Proequities, Inc. | 9,212 | $3.60M | 0.22% | +447+5.1% | Added |
| Gs Investments, Inc. | 9,188 | $3.59M | 1.88% | +10.0% | Added |
| Whalerock Point Partners, LLC | 9,180 | $3.59M | 1.39% | +140+1.5% | Added |
| Qtron Investments LLC | 9,170 | $3.58M | 0.96% | +808+9.7% | Added |
| Trust Asset Management LLC | 9,158 | $3.58M | 0.49% | +605+7.1% | Added |
| Meridian Wealth Advisors, LLC | 9,149 | $3.58M | 1.00% | +143+1.6% | Added |
| Cypress Asset Management Inc | 9,131 | $3.57M | 0.93% | −10−0.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 9,117 | $3.56M | 0.04% | −64,004−87.5% | Reduced |
| Savant Capital, LLC | 9,115 | $3.56M | 0.13% | +460+5.3% | Added |
| Sepio Capital, LP | 9,073 | $3.54M | 0.30% | −6,654−42.3% | Reduced |
| Zions Bancorporation, N.A. | 9,064 | $3.54M | 0.36% | +740+8.9% | Added |
| Studio Investment Management LLC | 9,045 | $3.53M | 1.52% | +9,045 | New |
| Ballentine Partners, LLC | 9,012 | $3.52M | 0.12% | +36+0.4% | Added |
| Plimoth Trust Co LLC | 8,985 | $3.51M | 0.99% | +90+1.0% | Added |
| Sawtooth Solutions, LLC | 8,982 | $3.51M | 0.54% | +1,395+18.4% | Added |
| Equitable Holdings, Inc. | 8,945 | $3.50M | 0.06% | +1,184+15.3% | Added |
| Cypress Capital Group | 8,935 | $3.49M | 0.47% | −360−3.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,897 | $3.48M | 0.26% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 8,896 | $3.48M | 1.03% | +35+0.4% | Added |
| Sentry Investment Management LLC | 8,867 | $3.46M | 1.01% | −1,232−12.2% | Reduced |
| JT Stratford LLC | 8,847 | $3.46M | 1.06% | +149+1.7% | Added |
| First Mercantile Trust Co | 8,842 | $3.46M | 0.46% | −3,374−27.6% | Reduced |
| Delta Capital Management LLC | 8,806 | $3.44M | 2.14% | −10−0.1% | Reduced |
| Atlantic Trust, LLC | 8,768 | $3.43M | 2.17% | +591+7.2% | Added |
| Thoroughbred Financial Services, LLC | 8,760 | $3.42M | 0.83% | −10−0.1% | Reduced |
| Altman Advisors, Inc. | 7,401 | $3.41M | 1.89% | +7+0.1% | Added |
| Roanoke Asset Management Corp | 8,720 | $3.41M | 1.21% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 8,689 | $3.40M | 1.39% | +384+4.6% | Added |
| Johnson Financial Group, Inc. | 8,655 | $3.38M | 0.23% | −74−0.8% | Reduced |
| Reilly Financial Advisors, LLC | 8,633 | $3.37M | 0.29% | −283−3.2% | Reduced |
| Laidlaw Wealth Management LLC | 8,624 | $3.37M | 0.86% | +824+10.6% | Added |
| Family Legacy, Inc. | 8,210 | $3.35M | 1.51% | −52−0.6% | Reduced |
| Tranquility Partners, LLC | 8,575 | $3.35M | 1.70% | +100+1.2% | Added |
| Page Arthur B | 8,573 | $3.35M | 2.49% | −223−2.5% | Reduced |
| Cascadia Advisory Services, LLC | 8,563 | $3.35M | 0.68% | +82+1.0% | Added |
| Hilltop Holdings Inc. | 8,504 | $3.32M | 0.36% | +36+0.4% | Added |
| SNS Financial Group, LLC | 8,499 | $3.32M | 0.41% | +20.0% | Added |
| NBW Capital LLC | 8,485 | $3.31M | 0.80% | +62+0.7% | Added |
| Scott & Selber, Inc. | 8,475 | $3.31M | 1.34% | −259−3.0% | Reduced |
| Field & Main Bank | 8,457 | $3.30M | 2.17% | −510−5.7% | Reduced |
| DeDora Capital, Inc. | 8,437 | $3.30M | 1.43% | −51−0.6% | Reduced |
| Quadrant Capital Group LLC | 8,394 | $3.28M | 0.46% | +441+5.5% | Added |
| Martin Capital Partners, LLC | 8,381 | $3.27M | 1.65% | +10.0% | Added |
| Community Bank, N.A. | 8,355 | $3.26M | 0.40% | +384+4.8% | Added |
| Connecticut Wealth Management, LLC | 8,351 | $3.26M | 0.28% | +13+0.2% | Added |
| Palouse Capital Management, Inc. | 8,317 | $3.25M | 1.44% | −464−5.3% | Reduced |
| Keebeck Wealth Management, LLC | 8,272 | $3.23M | 0.64% | −291−3.4% | Reduced |
| Foster & Motley Inc | 8,272 | $3.23M | 0.27% | −112−1.3% | Reduced |
| Strategic Advisors LLC | 8,255 | $3.23M | 0.69% | +847+11.4% | Added |
| Private Wealth Strategies, L.L.C. | 8,250 | $3.22M | 0.81% | +21+0.3% | Added |
| Becker Capital Management Inc | 8,170 | $3.19M | 0.13% | −28−0.3% | Reduced |
| Strategic Capital Advisers, Inc. | 8,112 | $3.17M | 2.47% | +744+10.1% | Added |
| Legacy Capital Partners, Inc. | 8,105 | $3.17M | 1.15% | −7−0.1% | Reduced |
| Hennessy Advisors Inc | 8,100 | $3.17M | 0.19% | −200−2.4% | Reduced |
| Bessemer Securities LLC | 8,099 | $3.17M | 1.08% | +2,036+33.6% | Added |
| Compton Wealth Advisory Group, LLC | 8,096 | $3.16M | 1.49% | +128+1.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 8,058 | $3.15M | 2.27% | −18−0.2% | Reduced |
| Union Heritage Capital, LLC | 8,000 | $3.13M | 1.47% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 7,987 | $3.12M | 0.74% | −43−0.5% | Reduced |
| Wade G W & Inc | 7,985 | $3.12M | 0.15% | +141+1.8% | Added |
| Prime Capital Investment Advisors, LLC | 7,921 | $3.10M | 0.19% | +755+10.5% | Added |
| Buckley Wealth Management, LLC | 7,898 | $3.09M | 1.00% | +107+1.4% | Added |
| Jaffetilchin Investment Partners, LLC | 7,884 | $3.08M | 0.33% | −4,672−37.2% | Reduced |
| Twinbeech Capital LP | 7,876 | $3.08M | 0.22% | +7,876 | New |
| Sheets Smith Wealth Management | 7,868 | $3.07M | 0.42% | +15+0.2% | Added |
| Grove Bank & Trust | 7,865 | $3.07M | 0.65% | +156+2.0% | Added |
| S.E.E.D. Planning Group LLC | 7,838 | $3.06M | 1.44% | −825−9.5% | Reduced |