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 |
|---|---|---|---|---|---|
| Intrua Financial, LLC | 4,236 | $1.92M | 0.35% | +464+12.3% | Added |
| WSFS Capital Management, LLC | 4,891 | $1.91M | 0.87% | +134+2.8% | Added |
| Spears Abacus Advisors LLC | 4,886 | $1.91M | 0.14% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 4,861 | $1.90M | 0.63% | +9+0.2% | Added |
| Cottage Street Advisors LLC | 4,821 | $1.88M | 1.27% | 00.0% | Unchanged |
| Constitution Capital LLC | 4,819 | $1.88M | 1.13% | +425+9.7% | Added |
| Compton Capital Management Inc | 4,815 | $1.88M | 0.55% | −50−1.0% | Reduced |
| Strategic Investment Advisors | 4,802 | $1.88M | 0.41% | +426+9.7% | Added |
| Castle Rock Wealth Management, LLC | 4,051 | $1.87M | 0.64% | +219+5.7% | Added |
| Sciencast Management LP | 4,688 | $1.87M | 0.53% | +4,688 | New |
| Personal Cfo Solutions, LLC | 4,761 | $1.86M | 0.38% | −22−0.5% | Reduced |
| Beacon Financial Group | 4,641 | $1.86M | 0.26% | +116+2.6% | Added |
| Suncoast Equity Management | 4,756 | $1.86M | 0.26% | +320+7.2% | Added |
| Wintrust Investments LLC | 4,736 | $1.85M | 0.25% | +42+0.9% | Added |
| Leonteq Securities AG | 4,719 | $1.84M | 0.10% | +3,476+279.6% | Added |
| Harvey Investment Co LLC | 4,715 | $1.84M | 0.24% | +535+12.8% | Added |
| Alaethes Wealth LLC | 4,709 | $1.84M | 1.34% | +281+6.3% | Added |
| Ellis Investment Partners, LLC | 4,702 | $1.84M | 0.46% | −129−2.7% | Reduced |
| Charles Schwab Trust Co | 4,693 | $1.83M | 0.36% | +353+8.1% | Added |
| J.W. Cole Advisors, Inc. | 4,680 | $1.83M | 0.13% | +131+2.9% | Added |
| Affiance Financial, LLC | 4,675 | $1.83M | 0.79% | −13−0.3% | Reduced |
| Warren Averett Asset Management, LLC | 3,980 | $1.82M | 0.16% | +106+2.7% | Added |
| Means Investment Co., Inc. | 4,636 | $1.81M | 0.36% | +32+0.7% | Added |
| Cape Ann Savings Bank | 4,629 | $1.81M | 1.17% | +27+0.6% | Added |
| Liberty One Investment Management, LLC | 4,610 | $1.80M | 0.31% | −41−0.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,606 | $1.80M | 0.40% | +26+0.6% | Added |
| Cito Capital Group, LLC | 4,600 | $1.80M | 0.84% | 00.0% | Unchanged |
| Ami Investment Management Inc | 4,592 | $1.79M | 0.77% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 4,590 | $1.79M | 0.36% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 4,583 | $1.79M | 0.95% | +75+1.7% | Added |
| DCM Advisors, LLC | 4,578 | $1.79M | 0.69% | +3,582+359.6% | Added |
| Aft, Forsyth & Sober, LLC | 4,575 | $1.79M | 0.67% | +1,275+38.6% | Added |
| Roof Eidam & Maycock | 4,565 | $1.78M | 0.66% | −120−2.6% | Reduced |
| Joel Isaacson & Co., LLC | 4,565 | $1.78M | 0.13% | +18+0.4% | Added |
| River Wealth Advisors LLC | 4,559 | $1.78M | 0.31% | −8−0.2% | Reduced |
| Country Club Trust Company, n.a. | 4,439 | $1.78M | 0.15% | +146+3.4% | Added |
| Certified Advisory Corp | 4,542 | $1.77M | 0.43% | +143+3.3% | Added |
| Optas, LLC | 4,537 | $1.77M | 0.52% | +10+0.2% | Added |
| Compagnie Lombard Odier SCmA | 4,516 | $1.76M | 0.04% | +125+2.8% | Added |
| Waycross Partners, LLC | 4,500 | $1.76M | 1.11% | 00.0% | Unchanged |
| WD Rutherford LLC | 4,490 | $1.75M | 0.95% | −55−1.2% | Reduced |
| Signature Wealth Management Group | 4,451 | $1.74M | 0.97% | +365+8.9% | Added |
| Alta Capital Management LLC | 4,446 | $1.74M | 0.10% | −3,812−46.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,424 | $1.73M | 0.39% | −386−8.0% | Reduced |
| Altavista Wealth Management, Inc. | 4,411 | $1.72M | 0.38% | −761−14.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,406 | $1.72M | 0.78% | +213+5.1% | Added |
| Manchester Capital Management LLC | 4,393 | $1.72M | 0.23% | +24+0.5% | Added |
| Peachtree Investment Partners, LLC | 4,373 | $1.71M | 0.84% | −67−1.5% | Reduced |
| Hudson Canyon Capital Management | 4,365 | $1.71M | 1.31% | −161−3.6% | Reduced |
| Keudell/Morrison Wealth Management | 4,362 | $1.70M | 0.73% | −60−1.4% | Reduced |
| Simmons Bank | 4,356 | $1.70M | 0.12% | +401+10.1% | Added |
| Welch & Forbes LLC | 4,352 | $1.70M | 0.03% | −220−4.8% | Reduced |
| Stableford Capital II LLC | 4,038 | $1.70M | 0.86% | +2,229+123.2% | Added |
| Washburn Capital Management, Inc. | 4,323 | $1.69M | 1.10% | +220+5.4% | Added |
| Summit Financial, LLC | 4,321 | $1.69M | 0.14% | +2,067+91.7% | Added |
| WP Advisors, LLC | 4,318 | $1.69M | 0.69% | −6−0.1% | Reduced |
| Groesbeck Investment Management Corp | 4,310 | $1.68M | 1.94% | −640−12.9% | Reduced |
| Miracle Mile Advisors, LLC | 4,307 | $1.68M | 0.08% | +231+5.7% | Added |
| Walter & Keenan Financial Consulting Co | 4,287 | $1.68M | 0.57% | +123+3.0% | Added |
| Van Leeuwen & Company, LLC | 4,286 | $1.68M | 1.03% | +1,606+59.9% | Added |
| Valmark Advisers, Inc. | 4,270 | $1.67M | 0.03% | +215+5.3% | Added |
| Gryphon Financial Partners LLC | 4,261 | $1.67M | 0.39% | +45+1.1% | Added |
| Perpetual Investment Management Ltd | 4,256 | $1.66M | 0.21% | +1,020+31.5% | Added |
| Glen Eagle Advisors, LLC | 4,248 | $1.66M | 0.48% | +157+3.8% | Added |
| QP Wealth Management, LLC | 4,214 | $1.65M | 1.77% | −59−1.4% | Reduced |
| Bell Bank | 4,200 | $1.64M | 0.20% | +166+4.1% | Added |
| US Asset Management LLC | 4,197 | $1.64M | 1.59% | +4,197 | New |
| Inscription Capital, LLC | 4,179 | $1.63M | 0.51% | −2,326−35.8% | Reduced |
| Wolf Group Capital Advisors | 4,161 | $1.63M | 0.89% | +4,161 | New |
| 55I, LLC | 4,156 | $1.62M | 0.05% | +2,944+242.9% | Added |
| Alps Advisors Inc | 4,146 | $1.62M | 0.02% | −300−6.7% | Reduced |
| MidWestOne Financial Group, Inc. | 4,138 | $1.62M | 0.38% | −188−4.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 4,135 | $1.62M | 1.38% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 4,129 | $1.61M | 0.23% | +196+5.0% | Added |
| Berger Financial Group, Inc | 4,128 | $1.61M | 0.29% | −6−0.1% | Reduced |
| Kozak & Associates, Inc. | 3,546 | $1.60M | 0.94% | +3,546 | New |
| First Pacific Advisors, LP | 4,085 | $1.60M | 0.02% | −450−9.9% | Reduced |
| Independent Financial Group, LLC | 4,072 | $1.59M | 0.16% | +33+0.8% | Added |
| Red Cedar Capital, LLC | 4,066 | $1.59M | 0.97% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 4,061 | $1.59M | 0.46% | −17−0.4% | Reduced |
| Mirova | 4,054 | $1.58M | 0.20% | +364+9.9% | Added |
| Wolverine Trading, LLC | 3,953 | $1.58M | 0.03% | +3,953 | New |
| Fort, L.P. | 4,032 | $1.57M | 0.52% | −569−12.4% | Reduced |
| SRB Corp | 4,007 | $1.57M | 0.09% | +4,007 | New |
| Viking Fund Management LLC | 4,000 | $1.56M | 0.45% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $1.56M | 0.66% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 3,988 | $1.56M | 0.17% | 00.0% | Unchanged |
| Quilter Plc | 3,982 | $1.56M | 0.04% | +100+2.6% | Added |
| Sound View Wealth Advisors Group, LLC | 3,974 | $1.55M | 0.32% | +144+3.8% | Added |
| BFSG, LLC | 3,955 | $1.54M | 0.24% | +3,955 | New |
| Fiduciary Group LLC | 3,396 | $1.54M | 0.18% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 3,939 | $1.54M | 1.09% | +144+3.8% | Added |
| Westover Capital Advisors, LLC | 3,916 | $1.53M | 0.48% | +60+1.6% | Added |
| First Business Financial Services, Inc. | 3,915 | $1.53M | 0.18% | +189+5.1% | Added |
| Kore Private Wealth LLC | 3,915 | $1.53M | 0.16% | +224+6.1% | Added |
| Rational Advisors LLC | 3,910 | $1.53M | 0.12% | +228+6.2% | Added |
| First Nebraska Trust Co | 3,905 | $1.53M | 0.20% | +350+9.8% | Added |
| Vantage Financial Partners Ltd., Inc. | 3,900 | $1.52M | 0.81% | −275−6.6% | Reduced |
| Rede Wealth, LLC | 3,897 | $1.52M | 0.81% | +439+12.7% | Added |
| Lavaca Capital LLC | 3,877 | $1.51M | 0.76% | 00.0% | Unchanged |