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 |
|---|---|---|---|---|---|
| Ethic Inc. | 27,571 | $10.8M | 1.10% | +3,709+15.5% | Added |
| Illinois Municipal Retirement Fund | 27,545 | $10.8M | 0.40% | 00.0% | Unchanged |
| Girard Partners Ltd. | 27,420 | $10.7M | 1.35% | −1,113−3.9% | Reduced |
| Kornitzer Capital Management Inc | 27,322 | $10.7M | 0.16% | −205−0.7% | Reduced |
| Argent Trust Co | 27,306 | $10.7M | 0.69% | +778+2.9% | Added |
| Mirabella Financial Services LLP | 27,254 | $10.7M | 1.40% | +27,254 | New |
| Stonnington Group, LLC | 25,735 | $10.5M | 2.35% | +272+1.1% | Added |
| Marks Group Wealth Management, Inc | 26,831 | $10.5M | 1.42% | −907−3.3% | Reduced |
| Bridgeway Capital Management, LLC | 26,650 | $10.4M | 0.20% | +400+1.5% | Added |
| Conning Inc. | 26,626 | $10.4M | 0.30% | −1,713−6.0% | Reduced |
| IBM Retirement Fund | 26,556 | $10.4M | 0.81% | +44+0.2% | Added |
| Arnhold LLC | 26,532 | $10.4M | 1.20% | −856−3.1% | Reduced |
| Telemus Capital, LLC | 26,337 | $10.3M | 0.87% | +603+2.3% | Added |
| Grimes & Company, Inc. | 26,254 | $10.3M | 0.45% | −266−1.0% | Reduced |
| Sivik Global Healthcare LLC | 70,000 | $10.2M | 3.69% | +42,500+154.5% | Added |
| SG Americas Securities, LLC | 25,884 | $10.1M | 0.06% | −111,334−81.1% | Reduced |
| Sigma Planning Corp | 25,804 | $10.1M | 0.31% | +2,957+12.9% | Added |
| Quantbot Technologies LP | 25,542 | $9.98M | 0.73% | +10,158+66.0% | Added |
| Heritage Trust Co | 25,511 | $9.97M | 1.40% | +339+1.3% | Added |
| Ledyard National Bank | 25,492 | $9.96M | 1.03% | −701−2.7% | Reduced |
| D L Carlson Investment Group Inc | 25,462 | $9.95M | 1.73% | +55+0.2% | Added |
| American National Bank | 25,442 | $9.94M | 2.20% | +97+0.4% | Added |
| First National Bank of Omaha | 25,431 | $9.94M | 0.50% | −1,087−4.1% | Reduced |
| BerganKDV Wealth Management, LLC | 25,395 | $9.92M | 1.12% | +639+2.6% | Added |
| Bright Rock Capital Management, LLC | 24,938 | $9.74M | 2.44% | 00.0% | Unchanged |
| Wedbush Securities Inc | 24,907 | $9.73M | 0.46% | −39−0.2% | Reduced |
| Banque Cantonale Vaudoise | 24,896 | $9.73M | 0.42% | −291−1.2% | Reduced |
| TruWealth Advisors, LLC | 24,770 | $9.68M | 1.08% | +269+1.1% | Added |
| Catalyst Capital Advisors LLC | 24,743 | $9.67M | 0.49% | −960−3.7% | Reduced |
| St. James Investment Company, LLC | 24,585 | $9.61M | 1.40% | −1,919−7.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 24,505 | $9.57M | 1.01% | −57−0.2% | Reduced |
| Vestcor Inc | 24,492 | $9.57M | 0.35% | −2,120−8.0% | Reduced |
| Highlander Capital Management, LLC | 24,440 | $9.55M | 4.84% | 00.0% | Unchanged |
| Muhlenkamp & Co Inc | 24,412 | $9.54M | 3.66% | −41−0.2% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 24,323 | $9.50M | 0.22% | +2,743+12.7% | Added |
| Motley Fool Asset Management LLC | 24,309 | $9.50M | 0.62% | +805+3.4% | Added |
| Level Four Advisory Services, LLC | 24,269 | $9.48M | 0.99% | −746−3.0% | Reduced |
| Core Alternative Capital | 24,148 | $9.44M | 2.01% | +2,648+12.3% | Added |
| Profund Advisors LLC | 24,120 | $9.43M | 0.32% | +286+1.2% | Added |
| IndexIQ Advisors LLC | 23,960 | $9.36M | 0.31% | −155−0.6% | Reduced |
| Independent Advisor Alliance | 23,858 | $9.32M | 0.52% | +1,180+5.2% | Added |
| American Portfolios Advisors | 23,650 | $9.24M | 0.35% | +359+1.5% | Added |
| Segment Wealth Management, LLC | 23,632 | $9.23M | 1.10% | +303+1.3% | Added |
| First Citizens Bank & Trust Co | 23,540 | $9.20M | 0.44% | −965−3.9% | Reduced |
| Redpoint Investment Management Pty Ltd | 23,279 | $9.10M | 0.78% | −1,138−4.7% | Reduced |
| Parsec Financial Management, Inc. | 19,588 | $9.10M | 0.39% | −157−0.8% | Reduced |
| Terry L. Blaker | 23,227 | $9.08M | 0.58% | +387+1.7% | Added |
| Central Bank & Trust Co | 23,226 | $9.07M | 1.49% | +255+1.1% | Added |
| Wetherby Asset Management Inc | 23,150 | $9.04M | 0.56% | +226+1.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 23,094 | $9.02M | 1.09% | −87−0.4% | Reduced |
| Homrich & Berg | 22,940 | $8.96M | 0.20% | +1,250+5.8% | Added |
| Spearhead Capital Advisors, LLC | 22,936 | $8.96M | 1.19% | +490+2.2% | Added |
| Somerville Kurt F | 22,890 | $8.95M | 1.36% | −80−0.3% | Reduced |
| Distillate Capital Partners LLC | 22,791 | $8.90M | 2.37% | +4,253+22.9% | Added |
| First Quadrant L P | 22,787 | $8.90M | 1.04% | +50+0.2% | Added |
| Fulcrum Capital LLC | 22,701 | $8.87M | 2.12% | +552+2.5% | Added |
| Goelzer Investment Management, Inc. | 22,694 | $8.87M | 0.78% | −755−3.2% | Reduced |
| Wedge Capital Management L L P | 22,606 | $8.83M | 0.11% | +969+4.5% | Added |
| Morse Asset Management, Inc | 22,337 | $8.73M | 2.08% | +354+1.6% | Added |
| Arden Trust Co | 22,241 | $8.69M | 1.49% | +760+3.5% | Added |
| Arrowstreet Capital, Limited Partnership | 22,128 | $8.65M | 0.01% | +1,600+7.8% | Added |
| Gifford Fong Associates | 22,000 | $8.60M | 1.67% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 21,169 | $8.54M | 4.97% | +21,169 | New |
| Glenview Trust Co | 21,822 | $8.53M | 0.33% | −402−1.8% | Reduced |
| B. Riley Wealth Management, Inc. | 21,790 | $8.51M | 0.65% | +1,650+8.2% | Added |
| Hudson Valley Investment Advisors Inc | 21,772 | $8.51M | 1.46% | −354−1.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 21,711 | $8.48M | 0.43% | +86+0.4% | Added |
| Leavell Investment Management, Inc. | 21,537 | $8.41M | 0.63% | −410−1.9% | Reduced |
| Tocqueville Asset Management L.P. | 21,480 | $8.39M | 0.12% | +65+0.3% | Added |
| Security National Bank | 21,362 | $8.35M | 2.09% | +1,293+6.4% | Added |
| St Germain D J Co Inc | 21,333 | $8.34M | 0.51% | +38+0.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 21,204 | $8.29M | 0.36% | +21,204 | New |
| Everence Capital Management Inc | 21,200 | $8.28M | 0.68% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 21,187 | $8.28M | 0.67% | −206−1.0% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 21,063 | $8.23M | 0.01% | −3,105−12.8% | Reduced |
| Pathstone Family Office, LLC | 20,986 | $8.20M | 0.24% | +1,613+8.3% | Added |
| JustInvest LLC | 20,771 | $8.12M | 0.73% | +3,077+17.4% | Added |
| Evoke Wealth, LLC | 20,711 | $8.09M | 0.30% | −52−0.3% | Reduced |
| WESPAC Advisors SoCal, LLC | 20,474 | $8.05M | 2.63% | +182+0.9% | Added |
| Covington Investment Advisors Inc. | 20,590 | $8.04M | 1.73% | +106+0.5% | Added |
| Live Oak Private Wealth LLC | 20,529 | $8.02M | 1.64% | +2,243+12.3% | Added |
| Sumitomo Life Insurance Co | 20,451 | $7.99M | 0.21% | −810−3.8% | Reduced |
| Motco | 20,442 | $7.99M | 0.52% | +401+2.0% | Added |
| Capula Management Ltd | 20,437 | $7.99M | 0.62% | +15,928+353.2% | Added |
| Shelton Capital Management | 20,393 | $7.97M | 0.31% | +7,169+54.2% | Added |
| Estabrook Capital Management | 20,391 | $7.97M | 1.25% | −394−1.9% | Reduced |
| Greenwich Wealth Management LLC | 20,244 | $7.91M | 0.66% | −27−0.1% | Reduced |
| Citizens Business Bank | 20,162 | $7.88M | 1.05% | −141−0.7% | Reduced |
| Granite Investment Partners, LLC | 20,086 | $7.85M | 0.24% | +467+2.4% | Added |
| WoodTrust Financial Corp | 20,046 | $7.83M | 1.84% | +798+4.1% | Added |
| Meeder Asset Management Inc | 20,032 | $7.83M | 0.41% | +321+1.6% | Added |
| Cypress Growth Fund III LP | 20,000 | $7.82M | 6.57% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 19,972 | $7.80M | 0.95% | +1,057+5.6% | Added |
| MainStreet Investment Advisors LLC | 19,960 | $7.80M | 0.75% | −1,216−5.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 19,959 | $7.80M | 1.16% | −323−1.6% | Reduced |
| Alerus Financial NA | 19,953 | $7.80M | 0.71% | −175−0.9% | Reduced |
| Cambridge Financial Group, Inc. | 19,924 | $7.79M | 3.42% | −190−0.9% | Reduced |
| Highland Capital Management, LLC | 19,895 | $7.77M | 0.47% | +6,417+47.6% | Added |
| Focus Financial Network, Inc. | 19,698 | $7.70M | 1.03% | +203+1.0% | Added |
| Caldwell Trust Co | 19,679 | $7.69M | 0.97% | +703+3.7% | Added |