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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Manning & Napier Group, LLC | 57,347 | $22.4M | 0.19% | −44,285−43.6% | Reduced |
| Gabelli Funds LLC | 57,300 | $22.4M | 0.15% | −500−0.9% | Reduced |
| Westfield Capital Management Co LP | 57,014 | $22.3M | 0.13% | +57,014 | New |
| Penn Davis McFarland Inc | 56,974 | $22.3M | 4.07% | −468−0.8% | Reduced |
| Azimuth Capital Management LLC | 56,474 | $22.1M | 0.95% | +630+1.1% | Added |
| Pacer Advisors, Inc. | 56,427 | $22.0M | 0.28% | +3,197+6.0% | Added |
| First National Trust Co | 56,242 | $22.0M | 1.31% | +1,599+2.9% | Added |
| Garrison Bradford & Associates Inc | 56,110 | $21.9M | 22.29% | −149−0.3% | Reduced |
| TownSquare Capital, LLC | 56,063 | $21.9M | 0.63% | +4,517+8.8% | Added |
| Payden & Rygel | 55,600 | $21.7M | 1.13% | +7,700+16.1% | Added |
| DuPont Capital Management Corp | 55,123 | $21.5M | 0.68% | −19,737−26.4% | Reduced |
| RBF Capital, LLC | 55,000 | $21.5M | 1.23% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 54,825 | $21.4M | 1.01% | −128−0.2% | Reduced |
| Shufro Rose & Co LLC | 54,172 | $21.2M | 1.66% | −499−0.9% | Reduced |
| Beach Investment Counsel Inc | 53,936 | $21.1M | 2.00% | −1,201−2.2% | Reduced |
| Palladium Partners LLC | 53,335 | $20.8M | 0.95% | +2,323+4.6% | Added |
| Gluskin Sheff & Assoc Inc | 53,220 | $20.8M | 0.87% | +4,084+8.3% | Added |
| Cinctive Capital Management LP | 53,184 | $20.8M | 1.14% | −14,529−21.5% | Reduced |
| AltraVue Capital, LLC | 52,890 | $20.7M | 3.05% | +18,200+52.5% | Added |
| Spire Wealth Management | 52,616 | $20.6M | 0.55% | +3,078+6.2% | Added |
| Maple Capital Management, Inc. | 52,561 | $20.5M | 2.61% | +1,319+2.6% | Added |
| Guardian Capital LP | 52,029 | $20.3M | 0.42% | +33,019+173.7% | Added |
| Wedgewood Partners Inc | 51,972 | $20.3M | 2.86% | +51,972 | New |
| D'Orazio & Associates, Inc. | 51,752 | $20.2M | 4.92% | +378+0.7% | Added |
| North Point Portfolio Managers Corp | 51,604 | $20.2M | 2.83% | −1,653−3.1% | Reduced |
| Marco Investment Management LLC | 51,404 | $20.1M | 2.21% | +253+0.5% | Added |
| Cohen Capital Management, Inc. | 51,354 | $20.1M | 3.49% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 51,100 | $20.0M | 0.09% | +50,398+7,179.2% | Added |
| Blue Chip Partners, Inc. | 50,312 | $19.7M | 2.76% | +805+1.6% | Added |
| Freestone Capital Holdings, LLC | 50,245 | $19.6M | 0.98% | +4,324+9.4% | Added |
| Stack Financial Management, Inc | 50,221 | $19.6M | 1.87% | −422−0.8% | Reduced |
| Massmutual Trust Co FSB | 50,099 | $19.6M | 0.81% | +1,299+2.7% | Added |
| Ossiam | 49,986 | $19.5M | 0.55% | −78,248−61.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 49,858 | $19.5M | 1.22% | −2,300−4.4% | Reduced |
| Beacon Pointe Advisors, LLC | 49,764 | $19.4M | 0.48% | +27,462+123.1% | Added |
| GAM Holding AG | 49,718 | $19.4M | 0.90% | −1,054−2.1% | Reduced |
| Callahan Advisors, LLC | 49,707 | $19.4M | 2.45% | −452−0.9% | Reduced |
| Trust Co of Virginia | 49,330 | $19.3M | 2.14% | −314−0.6% | Reduced |
| Old National Bancorp | 49,097 | $19.2M | 0.72% | −1,184−2.4% | Reduced |
| Snowden Capital Advisors LLC | 49,079 | $19.2M | 0.96% | +1,718+3.6% | Added |
| Narwhal Capital Management | 48,716 | $19.0M | 2.41% | −460−0.9% | Reduced |
| PEAK6 Investments LLC | 48,659 | $19.0M | 0.38% | +9,796+25.2% | Added |
| GW Henssler & Associates Ltd | 48,621 | $19.0M | 1.32% | −10,221−17.4% | Reduced |
| ExodusPoint Capital Management, LP | 48,415 | $18.9M | 0.28% | +1,750+3.8% | Added |
| Hendershot Investments Inc. | 47,616 | $18.6M | 3.52% | −467−1.0% | Reduced |
| Citizens Financial Group Inc | 46,904 | $18.3M | 0.68% | +1,763+3.9% | Added |
| Novare Capital Management LLC | 46,149 | $18.0M | 2.00% | +624+1.4% | Added |
| Gradient Investments LLC | 45,919 | $17.9M | 0.50% | +16,005+53.5% | Added |
| Sawgrass Asset Management LLC | 45,844 | $17.9M | 1.82% | −6,273−12.0% | Reduced |
| Skye Global Management LP | 45,800 | $17.9M | 0.30% | +45,800 | New |
| QV Investors Inc. | 45,650 | $17.8M | 1.35% | −1,570−3.3% | Reduced |
| Hyperion Capital Advisors LP | 45,472 | $17.8M | 4.72% | +7,291+19.1% | Added |
| Cardinal Capital Management, Inc. | 45,432 | $17.8M | 0.97% | +648+1.4% | Added |
| Capital International Sarl | 45,180 | $17.7M | 1.56% | +4,163+10.1% | Added |
| Foyston, Gordon, & Payne Inc | 44,949 | $17.6M | 4.39% | −408−0.9% | Reduced |
| Cetera Investment Advisers | 44,935 | $17.6M | 0.28% | −1,522−3.3% | Reduced |
| Vident Investment Advisory, LLC | 44,665 | $17.5M | 0.53% | +13,962+45.5% | Added |
| Oppenheimer & Co Inc | 44,651 | $17.4M | 0.33% | −318−0.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 44,345 | $17.3M | 1.23% | −85,313−65.8% | Reduced |
| Advisor Partners LLC | 44,290 | $17.3M | 1.17% | −1,714−3.7% | Reduced |
| Peapack Gladstone Financial Corp | 44,245 | $17.3M | 0.36% | +247+0.6% | Added |
| Private Capital Advisors, Inc. | 44,105 | $17.2M | 2.87% | 00.0% | Unchanged |
| Colonial Trust Advisors | 43,749 | $17.1M | 2.11% | −620−1.4% | Reduced |
| Front Barnett Associates LLC | 43,680 | $17.1M | 1.75% | −328−0.7% | Reduced |
| NewEdge Wealth, LLC | 43,650 | $17.1M | 1.02% | +2,965+7.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 43,233 | $16.9M | 0.61% | +43,233 | New |
| BTR Capital Management Inc | 43,050 | $16.8M | 2.09% | +43+0.1% | Added |
| Dowling & Yahnke LLC | 42,834 | $16.7M | 0.93% | −373−0.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 42,826 | $16.7M | 0.33% | −29−0.1% | Reduced |
| National Asset Management, Inc. | 42,654 | $16.7M | 0.53% | +401+0.9% | Added |
| E. Ohman J:or Asset Management AB | 42,300 | $16.5M | 0.52% | +1,300+3.2% | Added |
| Hemenway Trust Co LLC | 42,230 | $16.5M | 1.67% | +509+1.2% | Added |
| Bell Asset Management Ltd | 41,867 | $16.4M | 2.79% | +5,565+15.3% | Added |
| Haverford Financial Services, Inc. | 41,831 | $16.3M | 3.98% | +21+0.1% | Added |
| Brookfield Asset Management Inc. | 41,765 | $16.3M | 0.07% | +35,534+570.3% | Added |
| Crossmark Global Holdings, Inc. | 41,733 | $16.3M | 0.38% | +1,980+5.0% | Added |
| Makena Capital Management LLC | 41,707 | $16.3M | 2.75% | +6,332+17.9% | Added |
| Stillwater Capital Advisors, LLC | 41,475 | $16.2M | 2.67% | −283−0.7% | Reduced |
| Cubist Systematic Strategies, LLC | 41,372 | $16.2M | 0.20% | −11,002−21.0% | Reduced |
| FineMark National Bank & Trust | 41,163 | $16.1M | 0.68% | −166−0.4% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 41,162 | $16.1M | 1.42% | +1,459+3.7% | Added |
| Calamos Wealth Management LLC | 41,036 | $16.0M | 1.30% | +601+1.5% | Added |
| Quadrature Capital Ltd | 40,771 | $15.9M | 0.58% | +13,881+51.6% | Added |
| Patten & Patten Inc | 40,716 | $15.9M | 1.21% | −502−1.2% | Reduced |
| LSV Asset Management | 40,690 | $15.9M | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 40,440 | $15.8M | 0.40% | −47,927−54.2% | Reduced |
| Osher Van de Voorde Investment Management | 40,269 | $15.7M | 4.03% | +429+1.1% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 40,001 | $15.6M | 0.31% | +40,001 | New |
| Abner Herrman & Brock LLC | 39,940 | $15.6M | 2.20% | −1,550−3.7% | Reduced |
| Oxbow Advisors, LLC | 39,871 | $15.6M | 1.58% | +1,205+3.1% | Added |
| Stewart & Patten Co LLC | 39,828 | $15.6M | 2.54% | +503+1.3% | Added |
| Middleton & Co Inc | 39,785 | $15.5M | 1.66% | −277−0.7% | Reduced |
| Earnest Partners LLC | 39,754 | $15.5M | 0.09% | −2,748−6.5% | Reduced |
| First American Bank | 39,498 | $15.4M | 0.89% | +4,612+13.2% | Added |
| Eagle Global Advisors LLC | 39,472 | $15.4M | 1.02% | +1,094+2.9% | Added |
| JLB & Associates Inc | 39,329 | $15.4M | 2.44% | +1,044+2.7% | Added |
| Kdi Capital Partners LLC | 39,239 | $15.3M | 5.29% | −2,439−5.9% | Reduced |
| Quest Investment Management LLC | 39,018 | $15.2M | 1.40% | +548+1.4% | Added |
| Paloma Partners Management Co | 38,748 | $15.1M | 0.66% | +6,907+21.7% | Added |
| Oak Ridge Investments LLC | 38,507 | $15.0M | 1.33% | −686−1.8% | Reduced |