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 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 3,864 | $1.51M | 0.16% | +204+5.6% | Added |
| Gyroscope Capital Management Group, LLC | 3,853 | $1.51M | 0.57% | +1,053+37.6% | Added |
| Cavalier Investments, LLC | 3,837 | $1.50M | 0.47% | +161+4.4% | Added |
| North Star Investment Management Corp. | 3,835 | $1.50M | 0.12% | +14+0.4% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 3,820 | $1.49M | 0.09% | +3,820 | New |
| Vista Investment Management | 3,806 | $1.49M | 0.87% | +16+0.4% | Added |
| Unigestion Holding SA | 3,800 | $1.49M | 0.06% | +2,742+259.2% | Added |
| Arete Wealth Advisors, LLC | 3,796 | $1.48M | 0.16% | −321−7.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,794 | $1.48M | 0.17% | −367−8.8% | Reduced |
| Bremer Bank National Association | 3,793 | $1.48M | 0.29% | −262−6.5% | Reduced |
| Archford Capital Strategies, LLC | 3,788 | $1.48M | 0.35% | +256+7.2% | Added |
| Amica Retiree Medical Trust | 3,783 | $1.48M | 1.34% | −1,474−28.0% | Reduced |
| Cim, LLC | 3,240 | $1.48M | 0.23% | +75+2.4% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 3,769 | $1.47M | 0.25% | −491−11.5% | Reduced |
| Van Hulzen Asset Management, LLC | 3,711 | $1.45M | 0.22% | −2−0.1% | Reduced |
| Cim Investment Mangement Inc | 3,707 | $1.45M | 0.46% | −22−0.6% | Reduced |
| Sierra Capital LLC | 3,690 | $1.44M | 0.24% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 3,689 | $1.44M | 0.73% | +63+1.7% | Added |
| Cobblestone Capital Advisors LLC | 3,688 | $1.44M | 0.10% | −83−2.2% | Reduced |
| Oakworth Capital, Inc. | 3,684 | $1.44M | 0.14% | +242+7.0% | Added |
| KC Investment Advisors, LLC | 3,675 | $1.44M | 1.16% | +41+1.1% | Added |
| FOCUS Wealth Advisors, LLC | 3,661 | $1.43M | 0.97% | +92+2.6% | Added |
| WealthShield Partners, LLC | 3,663 | $1.43M | 0.38% | +96+2.7% | Added |
| Heron Financial Group, LLC | 3,648 | $1.43M | 0.79% | +3+0.1% | Added |
| Intersect Capital LLC | 3,626 | $1.42M | 0.24% | +108+3.1% | Added |
| LeJeune Puetz Investment Counsel LLC | 3,621 | $1.42M | 0.51% | +681+23.2% | Added |
| Magnus Financial Group LLC | 3,619 | $1.41M | 0.30% | +7+0.2% | Added |
| Quest Capital Management Inc | 3,600 | $1.41M | 0.28% | +379+11.8% | Added |
| Keel Point, LLC | 3,588 | $1.40M | 0.19% | +225+6.7% | Added |
| Brand Asset Management Group, Inc. | 3,583 | $1.40M | 0.68% | −42−1.2% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 3,563 | $1.39M | 0.51% | +237+7.1% | Added |
| Paradigm Asset Management Co LLC | 3,545 | $1.39M | 0.38% | −200−5.3% | Reduced |
| Legacy Bridge, LLC | 3,544 | $1.39M | 0.80% | +30+0.9% | Added |
| Berkshire Bank | 3,535 | $1.38M | 0.34% | +276+8.5% | Added |
| Goepper Burkhardt LLC | 3,527 | $1.38M | 0.88% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 3,528 | $1.38M | 0.82% | +61+1.8% | Added |
| Domani Wealth, LLC | 3,517 | $1.37M | 0.29% | −39−1.1% | Reduced |
| Lakeview Capital Partners, LLC | 3,513 | $1.37M | 0.63% | −96−2.7% | Reduced |
| Proficio Capital Partners LLC | 3,511 | $1.37M | 0.18% | −107−3.0% | Reduced |
| Trustmark National Bank Trust Department | 3,508 | $1.37M | 0.11% | +36+1.0% | Added |
| Mayflower Financial Advisors, LLC | 3,225 | $1.37M | 0.18% | +118+3.8% | Added |
| Scott Investment Partners LLP | 3,500 | $1.37M | 0.94% | 00.0% | Unchanged |
| Bollard Group LLC | 3,499 | $1.37M | 0.04% | +1,407+67.3% | Added |
| Cahill Financial Advisors Inc | 3,493 | $1.36M | 0.28% | +189+5.7% | Added |
| IHT Wealth Management, LLC | 3,492 | $1.36M | 0.11% | −4,486−56.2% | Reduced |
| Stratos Wealth Advisors, LLC | 3,474 | $1.36M | 0.12% | +845+32.1% | Added |
| Bank Hapoalim BM | 3,473 | $1.36M | 0.14% | +359+11.5% | Added |
| RB Capital Management, LLC | 3,463 | $1.35M | 0.51% | +145+4.4% | Added |
| Independent Investors Inc | 3,450 | $1.35M | 0.34% | −144−4.0% | Reduced |
| Orrstown Financial Services Inc | 3,447 | $1.35M | 2.13% | −432−11.1% | Reduced |
| FinTrust Capital Advisors, LLC | 3,448 | $1.35M | 0.36% | +75+2.2% | Added |
| Pettee Investors, Inc. | 3,440 | $1.34M | 0.63% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 3,428 | $1.34M | 0.15% | −127−3.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,413 | $1.33M | 0.01% | +280+8.9% | Added |
| Red Cedar Investment Management, LLC | 3,403 | $1.33M | 0.17% | −1,610−32.1% | Reduced |
| Cambridge Advisors Inc. | 3,403 | $1.33M | 0.32% | −40−1.2% | Reduced |
| Leisure Capital Management | 3,388 | $1.32M | 0.71% | +113+3.5% | Added |
| Claro Advisors LLC | 3,386 | $1.32M | 0.56% | +138+4.2% | Added |
| International Assets Investment Management, LLC | 3,383 | $1.32M | 0.24% | +368+12.2% | Added |
| Cutler Group LP | 3,383 | $1.32M | 0.10% | +750+28.5% | Added |
| Deseret Mutual Benefit Administrators | 3,375 | $1.32M | 0.24% | −954−22.0% | Reduced |
| Defined Wealth Management, LLC | 3,374 | $1.32M | 1.17% | +112+3.4% | Added |
| Ativo Capital Management LLC | 3,359 | $1.31M | 0.62% | −2,548−43.1% | Reduced |
| Tiedemann Advisors, LLC | 3,353 | $1.31M | 0.07% | −2,881−46.2% | Reduced |
| Legacy Financial Advisors, Inc. | 3,330 | $1.30M | 0.32% | +321+10.7% | Added |
| Capital Investment Advisory Services, LLC | 3,317 | $1.30M | 0.16% | −242−6.8% | Reduced |
| V Wealth Advisors LLC | 3,313 | $1.29M | 0.20% | −572−14.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,306 | $1.29M | 0.32% | +183+5.9% | Added |
| Journey Advisory Group, LLC | 3,305 | $1.29M | 0.42% | +1,000+43.4% | Added |
| Prosight Management, LP | 3,300 | $1.29M | 0.75% | −1,700−34.0% | Reduced |
| CSU Producer Resources, Inc. | 3,300 | $1.29M | 5.22% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 3,297 | $1.29M | 0.24% | +112+3.5% | Added |
| Childress Capital Advisors, LLC | 3,300 | $1.29M | 0.52% | +584+21.5% | Added |
| NVWM, LLC | 3,291 | $1.29M | 0.46% | +186+6.0% | Added |
| Thomas White International Ltd | 3,283 | $1.28M | 0.19% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 3,285 | $1.28M | 0.99% | +3,285 | New |
| Curbstone Financial Management Corp | 3,282 | $1.28M | 0.24% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 3,279 | $1.28M | 0.19% | −437−11.8% | Reduced |
| Vectors Research Management, LLC | 3,275 | $1.28M | 0.30% | 00.0% | Unchanged |
| HNP Capital LLC | 3,275 | $1.28M | 0.32% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,276 | $1.28M | 0.28% | +1,817+124.5% | Added |
| SeaCrest Wealth Management, LLC | 3,273 | $1.28M | 0.15% | −1,694−34.1% | Reduced |
| StoneX Group Inc. | 3,260 | $1.27M | 0.18% | −220−6.3% | Reduced |
| Washington Capital Management Inc | 3,235 | $1.26M | 1.12% | −80−2.4% | Reduced |
| Buffington Mohr McNeal | 3,220 | $1.26M | 0.24% | −25−0.8% | Reduced |
| Boston Family Office LLC | 3,219 | $1.26M | 0.09% | +124+4.0% | Added |
| Globeflex Capital L P | 3,215 | $1.26M | 0.27% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 3,209 | $1.25M | 1.07% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 3,201 | $1.25M | 0.14% | −1,092−25.4% | Reduced |
| Enlightenment Research, LLC | 3,200 | $1.25M | 1.53% | +3,200 | New |
| MJP Associates Inc | 3,190 | $1.25M | 0.42% | +112+3.6% | Added |
| Investment Management of Virginia LLC | 3,177 | $1.24M | 0.24% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 3,177 | $1.24M | 0.71% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,166 | $1.24M | 0.14% | −113−3.4% | Reduced |
| Tobam | 3,166 | $1.24M | 0.05% | +99+3.2% | Added |
| Edge Capital Group, LLC | 3,166 | $1.24M | 0.10% | +370+13.2% | Added |
| Delta Financial Advisors LLC | 3,162 | $1.24M | 0.55% | −19−0.6% | Reduced |
| Boston Common Asset Management, LLC | 3,157 | $1.23M | 0.05% | +15+0.5% | Added |
| FLC Capital Advisors | 3,152 | $1.23M | 0.36% | 00.0% | Unchanged |
| Bar Harbor Trust Services | 3,153 | $1.23M | 0.38% | +165+5.5% | Added |