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 |
|---|---|---|---|---|---|
| Punch & Associates Investment Management, Inc. | 38,382 | $15.0M | 0.86% | +10.0% | Added |
| Torray LLC | 38,105 | $14.9M | 2.28% | −2,371−5.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 37,982 | $14.8M | 0.61% | +715+1.9% | Added |
| James Investment Research Inc | 37,969 | $14.8M | 1.38% | −506−1.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 32,623 | $14.8M | 0.54% | +243+0.8% | Added |
| Advisors Asset Management, Inc. | 37,813 | $14.8M | 0.22% | −12,468−24.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 37,800 | $14.8M | 0.04% | +1,056+2.9% | Added |
| Aptus Capital Advisors, LLC | 37,596 | $14.7M | 0.58% | +4,870+14.9% | Added |
| CCM Investment Advisers LLC | 37,445 | $14.6M | 1.90% | −97−0.3% | Reduced |
| GWM Advisors LLC | 37,025 | $14.5M | 0.36% | +5,785+18.5% | Added |
| Pinnacle Associates Ltd | 36,997 | $14.5M | 0.27% | −4,616−11.1% | Reduced |
| Lockheed Martin Investment Management Co | 36,897 | $14.4M | 0.78% | +2,960+8.7% | Added |
| Palisade Asset Management, LLC | 36,547 | $14.3M | 1.74% | +150.0% | Added |
| Bragg Financial Advisors, Inc | 36,526 | $14.3M | 0.91% | +209+0.6% | Added |
| Albion Financial Group | 36,470 | $14.3M | 1.25% | +122+0.3% | Added |
| O'Shares Investment Advisers, LLC | 36,435 | $14.2M | 1.05% | −9,377−20.5% | Reduced |
| Washington Trust Bank | 36,280 | $14.2M | 1.66% | +517+1.4% | Added |
| Advisory Research Inc | 36,246 | $14.2M | 0.91% | −491−1.3% | Reduced |
| Chesley Taft & Associates LLC | 36,209 | $14.1M | 0.81% | −110.0% | Reduced |
| Siemens Fonds Invest GmbH | 36,158 | $14.1M | 0.94% | +1,676+4.9% | Added |
| Violich Capital Management, Inc. | 36,125 | $14.1M | 2.27% | +800+2.3% | Added |
| Ieq Capital, LLC | 35,760 | $14.0M | 0.37% | +5,681+18.9% | Added |
| Cypress Capital Management LLC | 34,775 | $13.9M | 1.84% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 35,074 | $13.7M | 1.18% | +117+0.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 34,983 | $13.7M | 0.21% | +1,909+5.8% | Added |
| Stewart Asset Management, LLC | 34,765 | $13.6M | 7.10% | −42−0.1% | Reduced |
| Horizon Investments, LLC | 34,751 | $13.6M | 0.42% | +5,045+17.0% | Added |
| Andra AP-fonden | 34,500 | $13.5M | 0.28% | +2,800+8.8% | Added |
| Whittier Trust Co of Nevada Inc | 34,431 | $13.5M | 0.55% | +593+1.8% | Added |
| Neville Rodie & Shaw Inc | 34,228 | $13.4M | 1.04% | −573−1.6% | Reduced |
| Arbor Wealth Management, LLC | 33,798 | $13.2M | 3.11% | +2,337+7.4% | Added |
| Trexquant Investment LP | 33,681 | $13.2M | 1.05% | +26,072+342.6% | Added |
| Dorsey & Whitney Trust CO LLC | 33,680 | $13.2M | 1.22% | −314−0.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 33,569 | $13.1M | 0.89% | +1,189+3.7% | Added |
| Hexavest Inc. | 33,568 | $13.1M | 0.80% | −6,439−16.1% | Reduced |
| D.A. Davidson & Co. | 33,565 | $13.1M | 0.15% | +845+2.6% | Added |
| Bamco Inc | 33,555 | $13.1M | 0.03% | +5,570+19.9% | Added |
| Veritable, L.P. | 33,551 | $13.1M | 0.21% | −270−0.8% | Reduced |
| HighTower Trust Services, LTA | 33,461 | $13.1M | 1.61% | +88+0.3% | Added |
| Smith Group Asset Management, LLC | 33,359 | $13.0M | 0.67% | +33,359 | New |
| Bank of the West | 33,201 | $13.0M | 1.36% | +656+2.0% | Added |
| Wallington Asset Management, LLC | 32,851 | $12.8M | 2.14% | −150.0% | Reduced |
| TD Private Client Wealth LLC | 32,802 | $12.8M | 0.55% | +290+0.9% | Added |
| Harbor Investment Advisory, LLC | 32,742 | $12.8M | 1.74% | +140+0.4% | Added |
| Alpha Cubed Investments, LLC | 32,473 | $12.7M | 0.95% | +1,870+6.1% | Added |
| Fidelity National Financial, Inc. | 32,440 | $12.7M | 0.94% | 00.0% | Unchanged |
| Comerica Securities,inc. | 32,440 | $12.7M | 0.90% | +718+2.3% | Added |
| Hancock Whitney Corp | 32,357 | $12.6M | 0.44% | −9,544−22.8% | Reduced |
| Copeland Capital Management, LLC | 32,356 | $12.6M | 0.36% | +11,487+55.0% | Added |
| Premier Asset Management LLC | 32,338 | $12.6M | 1.75% | +2,292+7.6% | Added |
| Pittenger & Anderson Inc | 32,255 | $12.6M | 0.63% | +1,818+6.0% | Added |
| Marshall Wace, LLP | 32,184 | $12.6M | 0.06% | +17,797+123.7% | Added |
| Addenda Capital Inc. | 32,152 | $12.6M | 0.59% | −388−1.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 32,096 | $12.5M | 6.90% | −722−2.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 32,047 | $12.5M | 0.97% | −642−2.0% | Reduced |
| Diversified Trust Co | 32,032 | $12.5M | 0.45% | −2,551−7.4% | Reduced |
| Twin Capital Management Inc | 32,003 | $12.5M | 1.28% | −970−2.9% | Reduced |
| Nicola Wealth Management Ltd. | 32,000 | $12.5M | 1.29% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 27,320 | $12.4M | 2.44% | +249+0.9% | Added |
| Atlantic Union Bankshares Corp | 31,672 | $12.4M | 1.16% | +118+0.4% | Added |
| RiverPark Advisors, LLC | 31,615 | $12.4M | 1.51% | +3,193+11.2% | Added |
| Blueshift Asset Management, LLC | 31,539 | $12.3M | 0.69% | +29,888+1,810.3% | Added |
| Amica Mutual Insurance Co | 31,490 | $12.3M | 1.28% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 31,428 | $12.3M | 0.56% | +1,718+5.8% | Added |
| Transform Wealth, LLC | 31,388 | $12.3M | 1.41% | +230+0.7% | Added |
| Value Partners Investments Inc. | 31,430 | $12.2M | 1.04% | +200+0.6% | Added |
| Cullinan Associates Inc | 31,222 | $12.2M | 0.67% | +975+3.2% | Added |
| Gotham Asset Management, LLC | 31,036 | $12.1M | 0.49% | +5,146+19.9% | Added |
| Vestor Capital, LLC | 31,014 | $12.1M | 1.26% | +9,095+41.5% | Added |
| Allstate Corp | 30,774 | $12.0M | 0.50% | −1,951−6.0% | Reduced |
| Buckingham Capital Management, Inc. | 30,498 | $11.9M | 1.95% | +891+3.0% | Added |
| Adell Harriman & Carpenter Inc | 30,388 | $11.9M | 1.24% | −47−0.2% | Reduced |
| Edgestream Partners, L.P. | 30,368 | $11.9M | 0.73% | +1,307+4.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 30,267 | $11.8M | 1.21% | +9,876+48.4% | Added |
| German American Bancorp, Inc. | 30,236 | $11.8M | 1.82% | +924+3.2% | Added |
| Venturi Wealth Management, LLC | 30,220 | $11.8M | 0.99% | −1,089−3.5% | Reduced |
| Carlson Capital Management | 30,221 | $11.8M | 1.26% | +394+1.3% | Added |
| Rafferty Asset Management, LLC | 30,064 | $11.7M | 0.08% | +10,349+52.5% | Added |
| Gabalex Capital Management LLC | 30,000 | $11.7M | 5.42% | +10,000+50.0% | Added |
| EP Wealth Advisors, LLC | 29,661 | $11.6M | 0.32% | −1,911−6.1% | Reduced |
| Cresset Asset Management, LLC | 29,643 | $11.6M | 0.16% | +3,273+12.4% | Added |
| Pioneer Trust Bank N A | 29,533 | $11.5M | 3.30% | −50−0.2% | Reduced |
| Park Avenue Securities LLC | 29,513 | $11.5M | 0.23% | +1,920+7.0% | Added |
| Northern Oak Wealth Management Inc | 29,481 | $11.5M | 1.40% | −125−0.4% | Reduced |
| Appleton Partners Inc | 29,319 | $11.5M | 0.95% | −897−3.0% | Reduced |
| Cigna Investments Inc | 28,989 | $11.3M | 0.85% | −568−1.9% | Reduced |
| Picton Mahoney Asset Management | 28,900 | $11.3M | 0.44% | +225+0.8% | Added |
| Bridgecreek Investment Management, LLC | 28,870 | $11.3M | 1.61% | +30+0.1% | Added |
| Sectoral Asset Management Inc | 28,800 | $11.3M | 0.94% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 28,739 | $11.2M | 0.41% | +163+0.6% | Added |
| Madison Asset Management, LLC | 28,718 | $11.2M | 0.15% | +748+2.7% | Added |
| Logan Capital Management Inc | 28,418 | $11.1M | 0.52% | 00.0% | Unchanged |
| Leuthold Group, LLC | 28,419 | $11.1M | 1.36% | +78+0.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 28,261 | $11.0M | 0.43% | +770+2.8% | Added |
| Columbus Point LLP | 28,253 | $11.0M | 5.26% | +28,253 | New |
| Granite Investment Advisors, LLC | 28,110 | $11.0M | 1.78% | −780−2.7% | Reduced |
| King Wealth | 28,105 | $11.0M | 2.25% | +125+0.4% | Added |
| Forbes J M & Co LLP | 27,795 | $10.9M | 1.37% | +456+1.7% | Added |
| Howe & Rusling Inc | 27,758 | $10.8M | 1.36% | −605−2.1% | Reduced |
| Cohen Klingenstein LLC | 27,700 | $10.8M | 0.47% | +3,200+13.1% | Added |