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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; 3,394 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, Q2 2021

Institutional positions in UnitedHealth Group Inc as of Jun 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
2,592
+101 vs. Q1 2021
Shares held
824.3M
−229.7K (0.0%) vs. Q1 2021
Total value
$330.1B
+$24.0B (+7.8%) vs. Q1 2021
New holders
173
1,162 more added
Sold out
72
935 more reduced

25 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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.

Institutional holdersQ2 2021: 2,592 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,394 institutions
Value heldQ2 2021: $330.1B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,394$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q1 2021.

Institutions holding UNH in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Kelly Financial Services LLC19,029$480.00%+18,982+40,387.2%Added
Arcadia Investment Advisors LLC4$1.60K0.00%+4New
Flagship Private Wealth, LLC5$2.06K0.00%00.0%Unchanged
Retirement Group, LLC7$3.00K0.00%00.0%Unchanged
Joseph P. Lucia & Associates, LLC7$3.00K0.00%00.0%Unchanged
Spectrum Management Group, LLC8$3.00K0.00%+8New
Crewe Advisors LLC10$4.00K0.00%−10−50.0%Reduced
Knuff & Co LLC13$5.00K0.00%00.0%Unchanged
Sterling Financial Planning, Inc.16$6.00K0.00%−51−76.1%Reduced
Truvestments Capital LLC16$6.00K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.15$6.00K0.00%+15New
Rocky Mountain Advisers, LLC18$7.00K0.01%00.0%Unchanged
Longfellow Investment Management Co LLC19$8.00K0.00%00.0%Unchanged
Barnett & Company, Inc.20$8.00K0.01%00.0%Unchanged
Pflug Koory, LLC20$8.00K0.00%00.0%Unchanged
Bourgeon Capital Management LLC26$10.0K0.00%00.0%Unchanged
Atticus Wealth Management, LLC25$10.0K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC25$10.0K0.00%+20+400.0%Added
University of Texas/Texas Am Investment Managment Co25$10.0K0.01%+25New
Emfo, LLC25$10.0K0.01%+25New
Wealthstreet Investment Advisors, LLC28$11.0K0.06%−49,076−99.9%Reduced
Ranger Investment Management, L.P.27$11.0K0.00%00.0%Unchanged
Wealth Quarterback LLC25$11.0K0.01%+25New
Global Wealth Management Investment Advisory, Inc.30$12.0K0.00%−10−25.0%Reduced
Cascade Investment Advisors, Inc.30$12.0K0.01%00.0%Unchanged
Mizuho Securities Co. Ltd.36$14.0K0.00%00.0%Unchanged
Bellwether Advisors, LLC36$14.0K0.00%−1−2.7%Reduced
Delos Wealth Advisors, LLC36$14.0K0.02%+36New
Pacifica Partners Inc.36$15.0K0.01%00.0%Unchanged
Simon Quick Advisors, LLC38$15.0K0.00%+11+40.7%Added
Arcadia Investment Management Corp41$16.0K0.00%+41New
Tortoise Investment Management, LLC42$17.0K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC42$17.0K0.01%00.0%Unchanged
DB Wealth Management Group, LLC43$17.0K0.01%00.0%Unchanged
Corbenic Partners LLC45$18.0K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.45$18.0K0.01%00.0%Unchanged
Horizon Financial Services, LLC50$20.0K0.01%−530−91.4%Reduced
AlphaMark Advisors, LLC50$20.0K0.01%00.0%Unchanged
Financial Enhancement Group LLC50$20.0K0.00%00.0%Unchanged
Canton Hathaway, LLC50$20.0K0.01%00.0%Unchanged
Advanced Research Investment Solutions, LLC49$20.0K0.02%00.0%Unchanged
HighMark Wealth Management LLC67$22.0K0.02%−1−1.5%Reduced
Lumature Wealth Partners, LLC55$22.0K0.01%−5−8.3%Reduced
Johnson Midwest Financial, LLC56$22.0K0.02%00.0%Unchanged
JFS Wealth Advisors, LLC55$22.0K0.00%00.0%Unchanged
Roble, Belko & Company, Inc55$22.0K0.00%00.0%Unchanged
Wagner Wealth Management, LLC55$22.0K0.02%00.0%Unchanged
Tucker Asset Management LLC57$22.8K0.01%+57New
Annapolis Financial Services, LLC57$23.0K0.01%−421−88.1%Reduced
FormulaFolio Investments, LLC57$23.0K0.01%−40−41.2%Reduced
Cedar Mountain Advisors, LLC61$24.0K0.01%00.0%Unchanged
RPg Family Wealth Advisory, LLC64$25.6K0.01%+64New
Perennial Advisors, LLC65$26.0K0.01%00.0%Unchanged
Walled Lake Planning & Wealth Management, LLC64$26.0K0.02%00.0%Unchanged
Anfield Capital Management, LLC64$26.0K0.01%+64New
Edge Wealth Management LLC67$27.0K0.01%00.0%Unchanged
HWG Holdings LP69$28.0K0.01%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.70$28.0K0.21%+70New
Activest Wealth Management73$29.0K0.02%00.0%Unchanged
Halpern Financial, Inc.73$29.2K0.01%00.0%Unchanged
Ogorek Anthony Joseph78$31.0K0.01%00.0%Unchanged
Modus Advisors, LLC80$32.0K0.01%+80New
Atlas Private Wealth Advisors89$36.0K0.02%−6−6.3%Reduced
Ten Capital Wealth Advisors, LLC91$36.0K0.01%+48+111.6%Added
Hanson & Doremus Investment Management120$37.0K0.01%−47−28.1%Reduced
American Research & Management Co.95$38.0K0.01%00.0%Unchanged
Lake Point Wealth Management100$40.0K0.02%+100New
Sage Private Wealth Group, LLC103$41.0K0.06%00.0%Unchanged
IronBridge Private Wealth, LLC107$43.0K0.03%00.0%Unchanged
Selective Wealth Management, Inc.108$43.0K0.03%+91+535.3%Added
Pacific Center for Financial Services111$44.0K0.02%00.0%Unchanged
QVR LLC112$45.0K0.11%+93+489.5%Added
Front Row Advisors LLC109$47.0K0.02%+13+13.5%Added
True Link Financial Advisors, LLC118$47.0K0.01%+68+136.0%Added
Trust Co121$48.0K0.03%−1,313−91.6%Reduced
Costello Asset Management, INC120$48.0K0.03%00.0%Unchanged
Isthmus Partners, LLC120$48.0K0.01%+120New
Delta Asset Management LLC124$50.0K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC128$51.0K0.04%00.0%Unchanged
West Oak Capital, LLC130$52.0K0.02%00.0%Unchanged
Old North State Trust, LLC130$52.0K0.04%00.0%Unchanged
Klaas Financial Asset Advisors, LLC130$52.0K0.01%+1+0.8%Added
Aspire Private Capital, LLC136$54.0K0.02%−72−34.6%Reduced
Better Money Decisions, LLC134$54.0K0.05%00.0%Unchanged
Investors Research Corp134$54.0K0.02%+18+15.5%Added
Accel Wealth Management140$56.0K0.04%00.0%Unchanged
Phoenix Wealth Advisors136$56.0K0.04%+5+3.8%Added
Holloway Wealth Management, LLC–$60.0K0.02%––
Gleason Group, Inc.152$61.0K0.02%+1+0.7%Added
Laurel Wealth Planning LLC157$63.0K0.05%+100+175.4%Added
Estate Counselors, LLC162$64.0K0.01%00.0%Unchanged
Hoese & Co LLP164$66.0K0.07%+101+160.3%Added
Baldrige Asset Management LLC167$67.0K0.03%+167New
Hudock, Inc.171$68.0K0.02%+10+6.2%Added
Disciplined Investments, LLC176$70.0K0.04%00.0%Unchanged
Tacita Capital Inc175$70.0K0.04%+175New
tru Independence LLC176$71.0K0.02%−3,246−94.9%Reduced
Carmichael Hill & Associates, Inc.180$72.0K0.04%−6−3.2%Reduced
Avion Wealth195$78.0K0.02%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.200$80.0K0.05%00.0%Unchanged