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 |
|---|---|---|---|---|---|
| Freedom Day Solutions, LLC | 6,124 | $2.39M | 1.12% | −311−4.8% | Reduced |
| Voya Financial Advisors, Inc. | 5,945 | $2.38M | 0.29% | +209+3.6% | Added |
| Prelude Capital Management, LLC | 6,072 | $2.37M | 0.13% | +4,250+233.3% | Added |
| Little House Capital LLC | 6,069 | $2.37M | 1.39% | −758−11.1% | Reduced |
| Rehmann Capital Advisory Group | 6,048 | $2.37M | 0.22% | −136−2.2% | Reduced |
| Lee Financial Co | 6,060 | $2.37M | 0.49% | −30.0% | Reduced |
| Breiter Capital Management Inc | 6,048 | $2.36M | 1.35% | +134+2.3% | Added |
| Heritage Wealth Management, LLC | 6,029 | $2.36M | 0.84% | +603+11.1% | Added |
| Swaine & Leidel Wealth Services, LLC | 6,030 | $2.36M | 2.08% | +6,030 | New |
| Notis-McConarty Edward | 6,021 | $2.35M | 0.86% | +335+5.9% | Added |
| 180 Wealth Advisors, LLC | 5,488 | $2.35M | 0.52% | +126+2.3% | Added |
| Monetta Financial Services Inc | 6,000 | $2.34M | 1.90% | 00.0% | Unchanged |
| Russell Clark Investment Management Ltd | 6,000 | $2.34M | 2.33% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 5,997 | $2.34M | 0.64% | +741+14.1% | Added |
| City Holding Co | 5,981 | $2.34M | 0.40% | +1,414+31.0% | Added |
| Eqis Capital Management, Inc. | 5,977 | $2.33M | 0.18% | +1,284+27.4% | Added |
| Balentine LLC | 5,955 | $2.33M | 0.09% | +3,268+121.6% | Added |
| Arkadios Wealth Advisors | 5,953 | $2.33M | 0.34% | +34+0.6% | Added |
| Wealth Architects, LLC | 5,899 | $2.31M | 0.45% | +119+2.1% | Added |
| Sunbelt Securities, Inc. | 5,491 | $2.31M | 0.41% | 00.0% | Unchanged |
| KCS Wealth Advisory | 5,878 | $2.30M | 1.09% | +112+1.9% | Added |
| Platte River Wealth Advisors, LLC | 5,867 | $2.29M | 0.85% | +100+1.7% | Added |
| Charter Trust Co | 5,847 | $2.28M | 0.21% | −156−2.6% | Reduced |
| Dakota Wealth Management | 5,838 | $2.28M | 0.26% | +1,029+21.4% | Added |
| Abbrea Capital, LLC | 5,810 | $2.27M | 0.34% | +334+6.1% | Added |
| Menard Financial Group LLC | 5,772 | $2.25M | 1.98% | +412+7.7% | Added |
| Advisor OS, LLC | 5,765 | $2.25M | 0.49% | −259−4.3% | Reduced |
| Occidental Asset Management, LLC | 5,762 | $2.25M | 0.58% | +203+3.7% | Added |
| Burns J W & Co Inc | 5,749 | $2.25M | 0.35% | +30+0.5% | Added |
| South State Corp. | 5,735 | $2.24M | 0.19% | +42+0.7% | Added |
| Fluent Financial, LLC | 5,702 | $2.23M | 0.95% | +195+3.5% | Added |
| SkyView Investment Advisors, LLC | 5,679 | $2.22M | 0.62% | +1,199+26.8% | Added |
| Sugarloaf Wealth Management, LLC | 5,665 | $2.21M | 0.58% | +197+3.6% | Added |
| Balyasny Asset Management LLC | 5,653 | $2.21M | 0.01% | −5,414−48.9% | Reduced |
| Stokes Family Office, LLC | 5,624 | $2.20M | 0.30% | +212+3.9% | Added |
| Berman Capital Advisors, LLC | 5,623 | $2.20M | 0.35% | +1,048+22.9% | Added |
| Procyon Private Wealth Partners, LLC | 5,613 | $2.19M | 0.57% | +129+2.4% | Added |
| Griffin Asset Management, Inc. | 5,609 | $2.19M | 0.28% | +1,220+27.8% | Added |
| E&G Advisors, LP | 5,599 | $2.19M | 0.59% | +5,599 | Added |
| Oarsman Capital, Inc. | 5,555 | $2.17M | 0.88% | +7+0.1% | Added |
| Legacy Private Trust Co. | 5,555 | $2.17M | 0.18% | +25+0.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,546 | $2.17M | 1.09% | −127−2.2% | Reduced |
| Windsor Group LTD | 5,520 | $2.17M | 0.45% | +205+3.9% | Added |
| Gofen & Glossberg LLC | 5,539 | $2.16M | 0.05% | +449+8.8% | Added |
| Seeyond | 5,531 | $2.16M | 0.21% | −838−13.2% | Reduced |
| Hartford Financial Management Inc. | 5,522 | $2.16M | 0.55% | −41−0.7% | Reduced |
| Oak Asset Management, LLC | 5,080 | $2.16M | 0.90% | −40−0.8% | Reduced |
| Van Den Berg Management I, Inc | 5,516 | $2.15M | 0.42% | 00.0% | Unchanged |
| Dempze Nancy E | 5,502 | $2.15M | 1.69% | +95+1.8% | Added |
| ARGI Investment Services, LLC | 5,502 | $2.15M | 0.07% | +445+8.8% | Added |
| Northside Capital Management, LLC | 5,469 | $2.14M | 0.59% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,694 | $2.13M | 0.19% | +4,694 | New |
| Brown Miller Wealth Management, LLC | 5,459 | $2.13M | 1.34% | +127+2.4% | Added |
| Marcum Wealth, LLC | 5,446 | $2.13M | 0.33% | −2,520−31.6% | Reduced |
| Shepherd Financial Partners LLC | 5,426 | $2.12M | 0.41% | +3,151+138.5% | Added |
| GM Advisory Group, Inc. | 5,411 | $2.11M | 0.21% | +39+0.7% | Added |
| Brighton Jones LLC | 5,399 | $2.11M | 0.11% | −103−1.9% | Reduced |
| HawsGoodwin Investment Management LLC | 5,388 | $2.10M | 0.64% | −24−0.4% | Reduced |
| TrimTabs Asset Management, LLC | 5,138 | $2.09M | 1.01% | 00.0% | Unchanged |
| Renasant Bank | 5,343 | $2.09M | 1.66% | +231+4.5% | Added |
| Beaumont Financial Partners, LLC | 5,342 | $2.09M | 0.16% | −272−4.8% | Reduced |
| Avantax Planning Partners, Inc. | 5,338 | $2.09M | 0.10% | +698+15.0% | Added |
| Signet Investment Advisory Group, Inc. | 5,329 | $2.08M | 1.31% | −138−2.5% | Reduced |
| Smithfield Trust Co | 5,331 | $2.08M | 0.14% | +39+0.7% | Added |
| Bigelow Investment Advisors, LLC | 5,320 | $2.08M | 1.02% | +52+1.0% | Added |
| Founders Financial Securities LLC | 5,272 | $2.06M | 0.41% | +242+4.8% | Added |
| Circle Wealth Management, LLC | 5,260 | $2.06M | 0.30% | +6+0.1% | Added |
| Somerset Trust Co | 5,253 | $2.05M | 0.84% | −97−1.8% | Reduced |
| Northeast Financial Group, Inc. | 5,242 | $2.05M | 1.32% | +90+1.7% | Added |
| M&R Capital Management Inc | 5,242 | $2.05M | 0.46% | +639+13.9% | Added |
| Ashburton (Jersey) Ltd | 5,239 | $2.05M | 0.90% | +74+1.4% | Added |
| Coastal Investment Advisors, Inc. | 5,227 | $2.04M | 0.48% | +42+0.8% | Added |
| McDonald Partners LLC | 5,217 | $2.04M | 0.48% | +237+4.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,195 | $2.03M | 2.42% | +410+8.6% | Added |
| Triangle Securities Wealth Management | 5,185 | $2.03M | 0.69% | −10.0% | Reduced |
| TriaGen Wealth Management LLC | 5,177 | $2.02M | 1.10% | 00.0% | Unchanged |
| Bay Rivers Group | 5,172 | $2.02M | 1.37% | +306+6.3% | Added |
| Brown Advisory Securities, LLC | 5,159 | $2.02M | 0.60% | +787+18.0% | Added |
| NinePointTwo Capital | 5,153 | $2.01M | 0.78% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,019 | $2.01M | 0.22% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 5,141 | $2.01M | 0.83% | −24−0.5% | Reduced |
| Caxton Associates LP | 5,126 | $2.00M | 0.28% | +5,126 | New |
| JNBA Financial Advisors | 5,119 | $2.00M | 0.27% | +282+5.8% | Added |
| Fairbanks Capital Management, Inc. | 5,119 | $2.00M | 1.63% | +1,048+25.7% | Added |
| Gries Financial LLC | 5,108 | $2.00M | 0.63% | −780−13.2% | Reduced |
| Moser Wealth Advisors, LLC | 5,105 | $2.00M | 1.28% | 00.0% | Unchanged |
| Highland Private Wealth Management | 5,094 | $1.99M | 0.28% | −5−0.1% | Reduced |
| Engine No. 1 LLC | 5,075 | $1.98M | 0.51% | +2,062+68.4% | Added |
| Regency Capital Management Inc. | 5,065 | $1.98M | 1.39% | +5,065 | New |
| Capital City Trust Co | 5,063 | $1.98M | 0.61% | −15−0.3% | Reduced |
| DT Investment Partners, LLC | 5,060 | $1.98M | 0.27% | +2,655+110.4% | Added |
| RFG Advisory, LLC | 5,057 | $1.98M | 0.16% | −134−2.6% | Reduced |
| Strategic Global Advisors, LLC | 5,051 | $1.97M | 0.29% | +1,102+27.9% | Added |
| Lineweaver Wealth Advisors, LLC | 5,049 | $1.97M | 0.60% | +203+4.2% | Added |
| Ingalls & Snyder LLC | 5,012 | $1.96M | 0.09% | −85−1.7% | Reduced |
| Financial Advisory Service, Inc. | 5,009 | $1.96M | 0.18% | +312+6.6% | Added |
| Intact Investment Management Inc. | 5,000 | $1.95M | 0.05% | 00.0% | Unchanged |
| Kerrisdale Advisers, LLC | 5,000 | $1.95M | 0.21% | 00.0% | Unchanged |
| Ascendant Capital Management, LLC | 5,000 | $1.95M | 1.48% | +5,000 | New |
| Trust Investment Advisors | 4,958 | $1.94M | 1.73% | −18−0.4% | Reduced |