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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 7,784 | $3.06M | 0.20% | −6,600−45.9% | Reduced |
| RDA Financial Network | 7,837 | $3.06M | 1.35% | +256+3.4% | Added |
| Leelyn Smith, LLC | 7,828 | $3.06M | 0.89% | +642+8.9% | Added |
| Americana Partners, LLC | 7,788 | $3.04M | 0.74% | +6,458+485.6% | Added |
| Lincoln National Corp | 7,777 | $3.04M | 0.07% | +73+0.9% | Added |
| Geneva Partners, LLC | 7,752 | $3.03M | 1.49% | +4,733+156.8% | Added |
| Harbour Investment Management LLC | 7,726 | $3.02M | 1.53% | −22−0.3% | Reduced |
| Brewin Dolphin Ltd | 7,719 | $3.02M | 0.12% | +1,081+16.3% | Added |
| Capital Insight Partners, LLC | 7,718 | $3.02M | 0.66% | +212+2.8% | Added |
| TrinityPoint Wealth, LLC | 7,714 | $3.01M | 0.58% | −54−0.7% | Reduced |
| West Branch Capital LLC | 7,713 | $3.01M | 1.45% | +14+0.2% | Added |
| Stanley-Laman Group, Ltd. | 7,703 | $3.01M | 0.39% | +861+12.6% | Added |
| Pantheon Investment Group, LLC | 7,673 | $3.00M | 2.58% | +192+2.6% | Added |
| Mitchell Capital Management Co | 7,674 | $3.00M | 0.67% | −30−0.4% | Reduced |
| Itau Unibanco Holding S.A. | 7,673 | $3.00M | 0.16% | +7,461+3,519.3% | Added |
| Dohj, LLC | 6,446 | $2.97M | 1.41% | +257+4.2% | Added |
| Doliver Advisors, LP | 7,559 | $2.95M | 0.99% | +39+0.5% | Added |
| Avestar Capital, LLC | 7,558 | $2.95M | 0.57% | +423+5.9% | Added |
| Decatur Capital Management, Inc. | 7,541 | $2.95M | 1.94% | −8,858−54.0% | Reduced |
| Ritholtz Wealth Management | 7,529 | $2.94M | 0.20% | +108+1.5% | Added |
| AIA Group Ltd | 7,515 | $2.94M | 0.17% | −2,265−23.2% | Reduced |
| Clear Harbor Asset Management, LLC | 7,500 | $2.93M | 0.35% | −533−6.6% | Reduced |
| AIMZ Investment Advisors, LLC | 7,478 | $2.92M | 1.32% | −64−0.8% | Reduced |
| Wealth Alliance | 7,476 | $2.92M | 0.66% | +97+1.3% | Added |
| Fukoku Mutual Life Insurance Co | 7,470 | $2.92M | 0.23% | +3,090+70.5% | Added |
| K.J. Harrison & Partners Inc | 7,417 | $2.92M | 0.42% | +20.0% | Added |
| Kovack Advisors, Inc. | 7,425 | $2.90M | 0.32% | +1,796+31.9% | Added |
| Clear Street Markets LLC | 7,393 | $2.89M | 0.64% | −95−1.3% | Reduced |
| True North Advisors, LLC | 7,395 | $2.89M | 0.57% | +177+2.5% | Added |
| Baker Avenue Asset Management, LP | 7,392 | $2.89M | 0.17% | +699+10.4% | Added |
| Salem Investment Counselors Inc | 7,368 | $2.88M | 0.16% | −50−0.7% | Reduced |
| Boenning & Scattergood, Inc. | 7,332 | $2.87M | 0.50% | +36+0.5% | Added |
| Raab & Moskowitz Asset Management LLC | 7,325 | $2.86M | 1.03% | −39−0.5% | Reduced |
| Cypress Capital, LLC | 7,319 | $2.86M | 0.36% | +3,263+80.4% | Added |
| Hyman Charles D | 7,285 | $2.85M | 0.20% | +209+3.0% | Added |
| Banco de Sabadell, S.A | 7,270 | $2.84M | 1.91% | −5,081−41.1% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 7,255 | $2.83M | 0.32% | +178+2.5% | Added |
| Heritage Way Advisors, LLC | 7,185 | $2.81M | 1.17% | −7−0.1% | Reduced |
| Bank of Hawaii | 7,168 | $2.80M | 0.16% | +1,049+17.1% | Added |
| NEXT Financial Group, Inc | 7,130 | $2.79M | 0.22% | +691+10.7% | Added |
| MD Financial Management Inc. | 7,117 | $2.78M | 0.07% | +448+6.7% | Added |
| SevenBridge Financial Group, LLC | 7,051 | $2.75M | 0.92% | −141−2.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 7,019 | $2.74M | 0.02% | −500−6.6% | Reduced |
| Philadelphia Trust Co | 7,012 | $2.74M | 0.20% | +6,106+674.0% | Added |
| Mechanics Bank Trust Department | 7,009 | $2.74M | 0.44% | −54−0.8% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 7,000 | $2.74M | 1.41% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 6,980 | $2.73M | 1.10% | +6,980 | New |
| Valley Brook Capital Group | 6,963 | $2.72M | 2.69% | −39−0.6% | Reduced |
| TFG Advisers LLC | 6,949 | $2.71M | 1.31% | +28+0.4% | Added |
| Ashford Capital Management Inc | 6,873 | $2.69M | 0.24% | −228−3.2% | Reduced |
| Valeo Financial Advisors, LLC | 6,868 | $2.68M | 0.16% | +1,020+17.4% | Added |
| MPS Loria Financial Planners, LLC | 6,859 | $2.68M | 1.23% | +73+1.1% | Added |
| Ameritas Investment Company, LLC | 6,854 | $2.68M | 0.12% | +2,127+45.0% | Added |
| Davis-Rea Ltd. | 6,800 | $2.66M | 1.30% | +18+0.3% | Added |
| Wunderlich Capital Managemnt | 6,796 | $2.65M | 1.28% | +155+2.3% | Added |
| FourThought Financial, LLC | 6,790 | $2.65M | 0.35% | −1,148−14.5% | Reduced |
| Legacy Wealth Management, LLC | 6,786 | $2.65M | 1.42% | 00.0% | Unchanged |
| Veriti Management LLC | 6,766 | $2.64M | 0.38% | +14+0.2% | Added |
| Heartland Bank & Trust Co | 6,737 | $2.63M | 2.27% | +167+2.5% | Added |
| Principle Wealth Partners LLC | 6,705 | $2.62M | 0.30% | +200+3.1% | Added |
| Elgethun Capital Management | 6,668 | $2.61M | 0.90% | +22+0.3% | Added |
| First Horizon Advisors, Inc. | 6,674 | $2.61M | 0.09% | +2,369+55.0% | Added |
| Birch Capital Management, LLC | 6,664 | $2.60M | 1.77% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 6,654 | $2.60M | 0.50% | +187+2.9% | Added |
| Bogart Wealth, LLC | 6,643 | $2.60M | 0.26% | +1,063+19.1% | Added |
| Eads & Heald Wealth Management | 6,645 | $2.60M | 1.25% | +1,761+36.1% | Added |
| Van Cleef Asset Management,Inc | 6,626 | $2.59M | 0.39% | −1,695−20.4% | Reduced |
| Wellington Shields Capital Management, LLC | 6,621 | $2.59M | 0.35% | +14+0.2% | Added |
| PFG Advisors | 6,613 | $2.58M | 0.29% | −102−1.5% | Reduced |
| Doyle Wealth Management | 6,611 | $2.58M | 0.21% | +2,597+64.7% | Added |
| Midwest Wealth Management Inc. | 6,602 | $2.58M | 1.78% | +70+1.1% | Added |
| Cassia Capital Partners, LLC | 6,602 | $2.58M | 1.78% | +6,067+1,134.0% | Added |
| Canandaigua National Corp | 6,581 | $2.57M | 0.42% | −331−4.8% | Reduced |
| DF Dent & Co Inc | 6,543 | $2.56M | 0.03% | −492−7.0% | Reduced |
| Summit X, LLC | 6,538 | $2.56M | 0.64% | −10−0.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,508 | $2.54M | 0.75% | +1,237+23.5% | Added |
| Wealthsource Partners, LLC | 6,490 | $2.54M | 0.22% | +817+14.4% | Added |
| Harrell Investment Partners, LLC | 6,485 | $2.53M | 0.82% | +208+3.3% | Added |
| Patten Group, Inc. | 6,482 | $2.53M | 0.74% | −50−0.8% | Reduced |
| Rossmore Private Capital | 6,478 | $2.53M | 0.43% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 6,456 | $2.52M | 0.59% | −61−0.9% | Reduced |
| NorthRock Partners, LLC | 6,392 | $2.52M | 0.21% | +2,412+60.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,429 | $2.51M | 0.82% | −774−10.7% | Reduced |
| BBR Partners, LLC | 6,411 | $2.50M | 0.21% | +17+0.3% | Added |
| Donaldson Capital Management, LLC | 6,392 | $2.50M | 0.13% | −59−0.9% | Reduced |
| Townsend & Associates, Inc | 6,163 | $2.50M | 1.23% | +354+6.1% | Added |
| HM Capital Management, LLC | 6,379 | $2.49M | 1.08% | +63+1.0% | Added |
| Pearl River Capital, LLC | 6,377 | $2.49M | 0.68% | +6,377 | New |
| Mattern Wealth Management LLC | 6,370 | $2.49M | 0.84% | −21−0.3% | Reduced |
| Condor Capital Management | 6,370 | $2.49M | 0.27% | +77+1.2% | Added |
| Parisi Gray Wealth Management | 6,322 | $2.48M | 1.03% | +5+0.1% | Added |
| American National Registered Investment Advisor, Inc. | 6,338 | $2.48M | 0.90% | −23−0.4% | Reduced |
| Centric Wealth Management | 6,316 | $2.47M | 0.91% | +49+0.8% | Added |
| Investment Research & Advisory Group, Inc. | 6,243 | $2.45M | 1.63% | +4+0.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 6,233 | $2.44M | 0.01% | −53,897−89.6% | Reduced |
| Carret Asset Management, LLC | 6,223 | $2.43M | 0.29% | −93−1.5% | Reduced |
| Engineers Gate Manager LP | 6,217 | $2.43M | 0.14% | +1,770+39.8% | Added |
| Atlas Private Wealth Management | 6,201 | $2.42M | 1.48% | +74+1.2% | Added |
| Northeast Financial Consultants Inc | 6,189 | $2.42M | 0.16% | +6+0.1% | Added |
| Royal Fund Management, LLC | 6,179 | $2.41M | 0.39% | +828+15.5% | Added |