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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 19,650 | $7.68M | 0.02% | −246,720−92.6% | Reduced |
| Roundview Capital LLC | 19,645 | $7.68M | 0.85% | +1,870+10.5% | Added |
| Cetera Advisors LLC | 19,614 | $7.66M | 0.15% | +1,527+8.4% | Added |
| Greenline Partners, LLC | 19,560 | $7.64M | 1.60% | −86−0.4% | Reduced |
| BBVA USA | 19,511 | $7.62M | 0.45% | −1,100−5.3% | Reduced |
| PKO Investment Management Joint-Stock Co | 19,444 | $7.60M | 0.91% | +3,399+21.2% | Added |
| Advanced Asset Management Advisors Inc | 19,400 | $7.58M | 1.63% | 00.0% | Unchanged |
| Greenleaf Trust | 19,285 | $7.54M | 0.09% | +520+2.8% | Added |
| Scholtz & Company, LLC | 19,198 | $7.50M | 2.65% | +2,814+17.2% | Added |
| Corient Capital Partners, LLC | 19,191 | $7.50M | 0.55% | +1,102+6.1% | Added |
| Meridian Wealth Management, LLC | 19,116 | $7.47M | 0.92% | +1,572+9.0% | Added |
| BTC Capital Management, Inc. | 19,072 | $7.46M | 0.84% | −135−0.7% | Reduced |
| Exencial Wealth Advisors, LLC | 19,072 | $7.45M | 0.32% | −2,598−12.0% | Reduced |
| Chronos Wealth Management, LLC | 18,996 | $7.42M | 5.05% | +260+1.4% | Added |
| Equitable Trust Co | 18,852 | $7.37M | 0.47% | +2,859+17.9% | Added |
| Meiji Yasuda Life Insurance Co | 18,684 | $7.30M | 0.13% | −151−0.8% | Reduced |
| Private Advisory Group LLC | 18,676 | $7.30M | 1.78% | +554+3.1% | Added |
| KMG Fiduciary Partners, LLC | 18,649 | $7.29M | 1.24% | −2,058−9.9% | Reduced |
| Kesler, Norman & Wride, LLC | 18,634 | $7.28M | 1.72% | +131+0.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 18,549 | $7.25M | 1.90% | +88+0.5% | Added |
| Burt Wealth Advisors | 18,534 | $7.24M | 2.31% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 18,473 | $7.22M | 2.19% | −489−2.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 18,428 | $7.20M | 0.70% | −134−0.7% | Reduced |
| Cozad Asset Management Inc | 18,392 | $7.19M | 1.12% | +405+2.3% | Added |
| Unified Trust Company, N.A. | 18,346 | $7.17M | 2.11% | +45+0.2% | Added |
| Barings LLC | 18,344 | $7.17M | 0.16% | +668+3.8% | Added |
| Ascent Wealth Partners, LLC | 18,286 | $7.14M | 1.37% | −52−0.3% | Reduced |
| Toth Financial Advisory Corp | 18,240 | $7.13M | 1.08% | +771+4.4% | Added |
| AdvisorNet Financial, Inc | 18,236 | $7.13M | 0.50% | −17,848−49.5% | Reduced |
| Princeton Global Asset Management LLC | 18,218 | $7.12M | 2.17% | +11+0.1% | Added |
| Cubic Asset Management, LLC | 18,143 | $7.09M | 1.75% | −1,105−5.7% | Reduced |
| Citizens National Bank Trust Department | 18,118 | $7.08M | 2.01% | +488+2.8% | Added |
| Autus Asset Management, LLC | 18,024 | $7.04M | 0.77% | +483+2.8% | Added |
| Connors Investor Services Inc | 17,979 | $7.03M | 0.74% | +279+1.6% | Added |
| Great Valley Advisor Group, Inc. | 17,976 | $7.02M | 0.48% | +469+2.7% | Added |
| Orion Portfolio Solutions, LLC | 17,897 | $6.99M | 0.26% | +2,914+19.4% | Added |
| Ninety One SA (PTY) Ltd | 17,576 | $6.99M | 2.72% | −722−3.9% | Reduced |
| Credit Agricole S A | 17,845 | $6.97M | 0.25% | +4,924+38.1% | Added |
| EULAV Asset Management | 17,803 | $6.96M | 0.18% | −50.0% | Reduced |
| AlphaCrest Capital Management LLC | 17,748 | $6.93M | 0.36% | −12,402−41.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 17,734 | $6.93M | 0.14% | +1,638+10.2% | Added |
| Wright Investors Service Inc | 17,657 | $6.90M | 1.96% | +813+4.8% | Added |
| Avantax Advisory Services, Inc. | 17,577 | $6.88M | 0.11% | +588+3.5% | Added |
| Lincoln Capital Corp | 17,587 | $6.87M | 3.69% | +494+2.9% | Added |
| Brown Brothers Harriman & Co | 17,547 | $6.86M | 0.04% | +299+1.7% | Added |
| Olstein Capital Management, L.P. | 17,500 | $6.84M | 0.84% | −1,000−5.4% | Reduced |
| Silvercrest Asset Management Group LLC | 17,493 | $6.83M | 0.05% | +997+6.0% | Added |
| Weatherly Asset Management L. P. | 17,452 | $6.82M | 0.83% | −160−0.9% | Reduced |
| Integrated Advisors Network LLC | 17,341 | $6.78M | 0.45% | +2,395+16.0% | Added |
| Fragasso Group Inc. | 17,167 | $6.71M | 0.89% | +1,541+9.9% | Added |
| Churchill Management Corp | 17,156 | $6.70M | 0.10% | +17,156 | New |
| Chemung Canal Trust Co | 17,146 | $6.70M | 1.29% | −98−0.6% | Reduced |
| Richard Bernstein Advisors LLC | 17,130 | $6.69M | 0.13% | +896+5.5% | Added |
| Alexandria Capital, LLC | 17,100 | $6.68M | 0.62% | +584+3.5% | Added |
| Consolidated Investment Group LLC | 17,100 | $6.68M | 1.05% | +3,600+26.7% | Added |
| Mattern Capital Management, LLC | 17,043 | $6.66M | 1.31% | +107+0.6% | Added |
| Pallas Capital Advisors LLC | 14,527 | $6.64M | 0.73% | +2,822+24.1% | Added |
| Spinnaker Trust | 16,993 | $6.64M | 0.46% | +351+2.1% | Added |
| Dana Investment Advisors, Inc. | 16,964 | $6.63M | 0.30% | −1,545−8.3% | Reduced |
| Stolper Co | 16,965 | $6.63M | 3.17% | −102−0.6% | Reduced |
| Empire Life Investments Inc. | 16,960 | $6.63M | 0.43% | −654−3.7% | Reduced |
| S&T Bank | 16,926 | $6.61M | 1.02% | +2,625+18.4% | Added |
| HBK Sorce Advisory LLC | 16,904 | $6.61M | 0.36% | +1,482+9.6% | Added |
| Kings Point Capital Management | 16,900 | $6.60M | 0.59% | +257+1.5% | Added |
| Toroso Investments, LLC | 16,855 | $6.59M | 0.25% | +2,775+19.7% | Added |
| Riverpark Capital Management LLC | 16,791 | $6.56M | 2.32% | +2,205+15.1% | Added |
| Silvant Capital Management LLC | 16,737 | $6.54M | 1.17% | −3,074−15.5% | Reduced |
| Thompson Investment Management, Inc. | 16,713 | $6.53M | 0.97% | −337−2.0% | Reduced |
| Arjuna Capital | 16,634 | $6.50M | 2.64% | +833+5.3% | Added |
| Evergreen Capital Management LLC | 16,614 | $6.49M | 0.29% | +1,232+8.0% | Added |
| Mader & Shannon Wealth Management, Inc. | 16,544 | $6.46M | 4.13% | −50.0% | Reduced |
| Asset Planning Services Inc | 16,510 | $6.45M | 3.81% | 00.0% | Unchanged |
| Winmill & Co. Inc | 16,475 | $6.44M | 2.06% | 00.0% | Unchanged |
| Meritage Portfolio Management | 16,472 | $6.44M | 0.39% | +101+0.6% | Added |
| Elk River Wealth Management, LLC | 16,423 | $6.42M | 1.62% | +357+2.2% | Added |
| Executive Wealth Management, LLC | 16,313 | $6.37M | 0.70% | +167+1.0% | Added |
| Fulton Bank, N.A. | 16,264 | $6.36M | 0.30% | −2,458−13.1% | Reduced |
| Primecap Management Co | 16,205 | $6.33M | 0.00% | +6,801+72.3% | Added |
| Schnieders Capital Management LLC | 16,176 | $6.32M | 1.70% | +591+3.8% | Added |
| Sigma Investment Counselors Inc | 16,174 | $6.32M | 0.47% | +258+1.6% | Added |
| Anchor Investment Management, LLC | 16,154 | $6.31M | 0.88% | +131+0.8% | Added |
| Liberty Capital Management, Inc. | 16,135 | $6.30M | 1.86% | +12+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 16,123 | $6.30M | 0.91% | +1,246+8.4% | Added |
| McKinley Carter Wealth Services, Inc. | 16,118 | $6.30M | 0.52% | +204+1.3% | Added |
| Cape Cod Five Cents Savings Bank | 16,114 | $6.30M | 0.65% | +588+3.8% | Added |
| KCM Investment Advisors LLC | 16,097 | $6.29M | 0.25% | +707+4.6% | Added |
| GHP Investment Advisors, Inc. | 16,093 | $6.29M | 0.50% | +93+0.6% | Added |
| First Midwest Bank Trust Division | 16,001 | $6.25M | 0.89% | +79+0.5% | Added |
| BOK Financial Private Wealth, Inc. | 15,963 | $6.24M | 0.50% | +579+3.8% | Added |
| Synergy Financial Management, LLC | 15,959 | $6.24M | 1.45% | −4,898−23.5% | Reduced |
| Marshall & Sullivan Inc | 15,951 | $6.23M | 3.25% | +253+1.6% | Added |
| Fundamentun, LLC | 15,864 | $6.20M | 1.08% | +4,199+36.0% | Added |
| Minot Wealth Management LLC | 15,849 | $6.19M | 1.34% | +546+3.6% | Added |
| Kovitz Investment Group Partners, LLC | 15,835 | $6.19M | 0.12% | +420+2.7% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 15,787 | $6.17M | 2.03% | +4,286+37.3% | Added |
| Ayrshire Capital Management LLC | 15,676 | $6.13M | 3.47% | −171−1.1% | Reduced |
| Murphy Capital Management Inc | 15,633 | $6.11M | 0.71% | +506+3.3% | Added |
| World Asset Management Inc | 15,618 | $6.10M | 0.61% | −1,828−10.5% | Reduced |
| Harbour Capital Advisors, LLC | 15,608 | $6.10M | 1.61% | +165+1.1% | Added |
| HighPoint Advisor Group LLC | 15,540 | $6.07M | 0.59% | +222+1.4% | Added |