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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.

Q2 2021 vs. Q1 2021

How the institutions holding UnitedHealth Group Inc changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of UNH: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders2,516252,592+101
Shares827.8M3.21M824.3M−229.7K (0.0%)
Value$307.3B$1.19B$330.1B+$24.0B (+7.8%)

25 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (173)

Institutions that held UnitedHealth Group Inc at the end of Q2 2021 but not at the end of Q1 2021.

Showing the largest 100 of 173 by value.

Institutions new to UNH in Q2 2021
InstitutionSharesValue% of portfolio
Amundi1,698,865$680.3M0.47%
Renaissance Technologies LLC394,435$157.9M0.20%
HRT Financial LP219,161$87.8M0.80%
Border to Coast Pensions Partnership Ltd110,021$44.3M1.55%
Pinnacle Wealth Advisors84,084$33.7M1.36%
Cornerstone Advisors, LLC84,000$33.6M1.99%
Samlyn Capital, LLC82,850$33.2M0.51%
Act Two Investors LLC77,386$31.0M6.06%
Albion Financial Group36,348$14.6M1.26%
Weiss Asset Management LP35,722$14.3M0.40%
Point72 Hong Kong Ltd21,458$8.59M0.59%
BBVA USA20,611$8.25M0.46%
Verition Fund Management LLC18,389$7.36M0.11%
Quantbot Technologies LP15,384$6.16M0.48%
First Interstate Bank13,540$5.42M0.57%
Kames Capital plc13,411$5.37M0.08%
Bowen Hanes & Co Inc12,925$5.18M0.16%
Exchange Traded Concepts, LLC12,550$5.03M0.16%
Bank of New Hampshire12,163$4.87M1.30%
Balyasny Asset Management LLC11,067$4.43M0.02%
Magnetar Financial LLC9,552$3.83M0.04%
Tudor Investment Corp Et Al8,529$3.42M0.07%
Trexquant Investment LP7,609$3.05M0.26%
Claybrook Capital, LLC7,192$2.88M0.94%
Eisler Capital (UK) Ltd.6,720$2.69M0.54%
PRW Wealth Management LLC6,532$2.62M0.77%
Virtu Financial LLC6,422$2.57M0.25%
Breiter Capital Management Inc5,914$2.37M1.27%
Fluent Financial, LLC5,507$2.21M0.95%
Oak Asset Management, LLC5,120$2.05M0.86%
Kempen Capital Management N.V.5,825$2.05M0.07%
Integral Health Asset Management, LLC5,000$2.00M0.55%
Aigen Investment Management, LP4,892$1.96M0.34%
Roof Eidam & Maycock4,685$1.88M0.70%
Engineers Gate Manager LP4,447$1.78M0.11%
Deseret Mutual Benefit Administrators4,329$1.73M0.42%
Atom Investors LP4,303$1.72M0.36%
Sabadell Asset Management, S.A S.G.I.I.C4,260$1.71M0.29%
Stevens Capital Management LP4,065$1.63M0.48%
Strategic Global Advisors, LLC3,949$1.58M0.29%
Dynamic Technology Lab Private Ltd3,859$1.55M0.16%
HBK Investments L P3,800$1.52M0.01%
Rational Advisors LLC3,682$1.47M0.17%
LMR Partners LLP3,665$1.47M0.02%
Okabena Investment Services Inc3,591$1.44M0.68%
Trust Co of Oklahoma3,527$1.41M0.48%
DRW Securities, LLC3,310$1.32M0.18%
Geneva Partners, LLC3,019$1.21M0.55%
Engine No. 1 LLC3,013$1.21M0.33%
Platform Technology Partners3,011$1.21M0.50%
Bassett Hargrove Investment Counsel, LLC2,680$1.07M1.60%
Regal Investment Advisors LLC2,633$1.05M0.11%
Algert Global LLC2,564$1.03M0.35%
LaFleur & Godfrey LLC2,545$1.02M0.15%
Baker Boyer National Bank1,977$1.01M0.51%
Investment Advisory Services Inc2,399$961.0K0.59%
Summit Financial, LLC2,254$902.6K0.09%
Laurion Capital Management LP2,214$887.0K0.01%
PNC Managed Account Solutions, Inc.2,124$851.0K0.17%
Advisor Resource Council2,014$806.0K0.08%
united american securities inc. (d/b/a uas asset management)2,000$801.0K0.20%
Wall Street Access Asset Management, LLC1,937$775.0K0.44%
KLK Capital Management LLC1,854$742.0K0.64%
Prelude Capital Management, LLC1,822$730.0K0.04%
Castleview Partners, LLC1,791$717.0K0.31%
Cliftonlarsonallen Wealth Advisors, LLC1,745$699.0K0.03%
Highland Capital Management Fund Advisors, L.P.1,712$686.0K0.15%
Codex Capital, L.L.C.1,700$680.0K0.36%
Cerro Pacific Wealth Advisors LLC1,675$671.0K0.50%
Colton Groome Financial Advisors, LLC1,645$659.0K0.30%
Meyer Handelman Co1,466$586.0K0.02%
WBI Investments1,452$581.0K0.09%
Eagle Bay Advisors LLC1,371$553.0K0.44%
Teza Capital Management LLC1,348$540.0K0.09%
Vontobel Swiss Wealth Advisors AG1,299$520.0K0.27%
Crescent Grove Advisors, LLC1,245$499.0K0.05%
Strategic Blueprint, LLC1,247$499.0K0.08%
Penobscot Wealth Management1,197$479.0K0.46%
Wexford Capital LP1,139$456.0K0.07%
Sompo Asset Management Co., Ltd.1,120$448.0K0.09%
Fiduciary Planning LLC1,117$447.0K0.39%
SRS Capital Advisors, Inc.1,099$440.0K0.06%
Sageworth Trust Co1,073$430.0K0.03%
Financial Consulate Inc.1,041$417.0K0.15%
Allegheny Financial Group LTD1,017$407.0K0.18%
Lafayette Investments, Inc.1,010$404.0K0.11%
Insight Folios Inc983$394.0K0.23%
Waddell & Associates, LLC982$393.0K0.07%
HFR Wealth Management, LLC960$384.0K0.12%
Fortress Wealth Group, LLC956$383.0K0.34%
Everhart Financial Group, Inc.951$381.0K0.26%
Alpine Global Management, LLC917$367.0K0.05%
Aufman Associates Inc918$367.0K0.28%
Principal Street Partners, LLC904$362.0K0.10%
Clear Creek Financial Management, LLC902$361.0K0.06%
Argus Investors' Counsel, Inc.886$355.0K0.14%
XTX Topco Ltd871$349.0K0.12%
Truadvice, LLC833$346.0K0.08%
NuWave Investment Management, LLC806$323.0K0.36%
Range Financial Group LLC795$318.0K0.23%

Sold out (72)

Institutions that held UnitedHealth Group Inc at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of UNH in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Natixis217,178$80.8M
Iron Triangle Partners LP160,000$59.5M
British Airways Pensions Investment Management Ltd81,580$30.4M
Wolverine Trading, LLC50,415$18.8M
Graticule Asia Macro Advisors LLC32,000$11.9M
Asymmetry Capital Management, L.P.29,357$10.9M
CQS (US), LLC21,753$8.09M
Capital Fund Management S.A.14,387$5.35M
UBS Oconnor LLC10,000$3.72M
Ironvine Capital Partners, LLC8,063$3.00M
M Holdings Securities, Inc.6,550$2.44M
Mirabella Financial Services LLP4,865$1.81M
SRB Corp4,483$1.67M
Transcend Wealth Collective, LLC3,916$1.46M
XR Securities LLC3,670$1.36M
BFSG, LLC3,590$1.34M
Quantitative Systematic Strategies LLC3,328$1.24M
PCJ Investment Counsel Ltd.3,000$1.12M
SG3 Management, LLC3,000$1.12M
IAM Advisory, LLC2,596$1.05M
Alphasimplex Group, LLC2,802$1.04M
Ferris Capital, LLC2,566$955.0K
FORA Capital, LLC2,547$948.0K
Polaris Wealth Advisory Group, LLC2,120$798.0K
New England Research & Management, Inc.1,965$731.0K
Zeke Capital Advisors, LLC1,591$592.0K
Vicus Capital1,545$575.0K
Monumental Financial Group Inc.1,462$544.0K
Farmers National Bank1,330$494.9K
ETF Managers Group, LLC1,323$494.0K
Waratah Capital Advisors Ltd.1,286$478.0K
New York Life Investments Alternatives1,260$469.0K
Kalos Management, Inc.1,064$438.0K
Drexel Morgan & Co.1,151$428.0K
Good Life Advisors, LLC1,142$424.0K
JS Capital Management LLC1,100$409.0K
BT Wealth Management LLC1,016$378.0K
Clarity Financial LLC960$357.0K
Lombard Odier Asset Management (Europe) Ltd937$349.0K
Enlightenment Research, LLC900$335.0K
Athanor Capital, LP745$277.0K
Beta Wealth Group, Inc.728$271.0K
Summit Asset Management, LLC649$241.0K
Capital Financial Planning, LLC618$230.0K
Security National Bank of So Dak611$227.0K
Physicians Financial Services, Inc.601$224.0K
Teamwork Financial Advisors, LLC582$217.0K
TRH Financial, LLC582$216.0K
Briaud Financial Planning, Inc580$216.0K
Legacy Capital Wealth Partners, LLC571$212.0K
Sun Life Financial INC558$208.0K
Advisory Alpha, LLC550$205.0K
Manchester Financial Inc486$181.0K
RMR Wealth Builders479$178.0K
Northwest Investment Counselors, LLC398$148.0K
Human Investing LLC312$116.0K
Well Done, LLC305$113.0K
Meridian Wealth Partners, LLC252$94.0K
Grant Street Asset Management, Inc.231$86.0K
CenterStar Asset Management, LLC–$76.0K
Abundance Wealth Counselors200$74.0K
Alpha DNA Investment Management LLC157$58.0K
Goodwin Investment Advisory139$52.0K
Grandview Asset Management LLC108$40.0K
Cranbrook Wealth Management, LLC41$15.0K
Fusion Family Wealth LLC37$14.0K
Cowa, LLC35$13.0K
Sage Financial Management Group, Inc.31$12.0K
Black Swift Group, LLC26$10.0K
Ade, LLC26$10.0K
Coastal Capital Group, Inc.15$6.00K
Simplex Trading, LLC338$0

Not filed for Q2 2021 yet (25)

Institutions that held UnitedHealth Group Inc at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNH in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.1,762,061$655.7M
Waddell & Reed Financial Inc1,242,581$462.3M
Bokf, NA83,173$30.9M
BBVA USA Bancshares, Inc.23,138$8.61M
TCF National Bank14,053$5.23M
First Interstate Bank13,614$5.07M
Employers Holdings, Inc.12,560$4.67M
Swaine & Leidel Wealth Services, LLC12,038$4.48M
Tealwood Asset Management Inc7,587$2.82M
WealthStone, Inc.5,086$1.89M
CSat Investment Advisory, L.P.3,957$1.47M
Money Concepts Capital Corp3,916$1.46M
Sullivan, Bruyette, Speros & Blaney, LLC3,794$1.41M
626 Financial, LLC2,352$1.20M
Rikoon Group, LLC3,066$1.14M
Cordatus Wealth Management LLC2,925$1.09M
Investment Counsel Inc.2,575$958.0K
E Fund Management Co., Ltd.1,934$720.0K
Camden National Bank1,902$708.0K
MBL Wealth, LLC1,832$682.0K
Alterity Financial Group, LLC1,076$549.0K
Pathway Financial Advisors LLC1,171$479.0K
Reilly Herbert Faulkner III945$352.0K
Diamant Asset Management, Inc.630$234.0K
Tompkins Financial Corp268$99.0K