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, 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.
| 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, Q2 2021
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Endurance Wealth Management, Inc. | 2,685 | $1.07M | 0.12% | −11−0.4% | Reduced |
| BKD Wealth Advisors, LLC | 2,687 | $1.08M | 0.05% | −589−18.0% | Reduced |
| Balentine LLC | 2,687 | $1.08M | 0.04% | +627+30.4% | Added |
| Tandem Capital Management Corp | 2,693 | $1.08M | 0.68% | +25+0.9% | Added |
| IMS Capital Management | 2,698 | $1.08M | 0.64% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 2,680 | $1.08M | 0.64% | −118−4.2% | Reduced |
| Childress Capital Advisors, LLC | 2,716 | $1.09M | 0.49% | −283−9.4% | Reduced |
| Gitterman Wealth Management, LLC | 2,719 | $1.09M | 0.88% | 00.0% | Unchanged |
| Paradigm Financial Advisors, LLC | 2,725 | $1.09M | 0.24% | −65−2.3% | Reduced |
| Spirit of America Management Corp | 2,725 | $1.09M | 0.23% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,731 | $1.09M | 0.07% | +393+16.8% | Added |
| Cahaba Wealth Management, Inc. | 2,661 | $1.10M | 0.17% | −457−14.7% | Reduced |
| ARS Wealth Advisors, LLC | 2,739 | $1.10M | 0.20% | +2+0.1% | Added |
| Pennsylvania Capital Management Inc | 2,662 | $1.10M | 0.54% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 2,749 | $1.10M | 0.14% | +394+16.7% | Added |
| Carroll Financial Associates, Inc. | 2,759 | $1.10M | 0.06% | −407−12.9% | Reduced |
| 44 Wealth Management LLC | 2,758 | $1.10M | 0.42% | +85+3.2% | Added |
| Altfest L J & Co Inc | 2,762 | $1.11M | 0.24% | −915−24.9% | Reduced |
| Alta Wealth Advisors LLC | 2,763 | $1.11M | 0.81% | +52+1.9% | Added |
| 9258 Wealth Management, LLC | 2,768 | $1.11M | 0.30% | −14−0.5% | Reduced |
| Cedar Brook Financial Partners, LLC | 2,774 | $1.11M | 0.32% | +139+5.3% | Added |
| Seelaus Asset Management LLC | 2,781 | $1.11M | 0.65% | −123−4.2% | Reduced |
| CFO4Life Group, LLC | 2,783 | $1.11M | 0.26% | +32+1.2% | Added |
| Sterling Investment Management, Inc. | 2,793 | $1.12M | 0.73% | −87−3.0% | Reduced |
| Edge Capital Group, LLC | 2,796 | $1.12M | 0.09% | −452−13.9% | Reduced |
| Gyroscope Capital Management Group, LLC | 2,800 | $1.12M | 0.39% | −16,472−85.5% | Reduced |
| Institute for Wealth Management, LLC. | 2,816 | $1.13M | 0.20% | +66+2.4% | Added |
| Summit Financial Wealth Advisors, LLC | 2,850 | $1.14M | 0.26% | −164−5.4% | Reduced |
| Donoghue Forlines LLC | 2,860 | $1.15M | 0.21% | −614−17.7% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 2,868 | $1.15M | 0.85% | +77+2.8% | Added |
| ProVise Management Group, LLC | 2,867 | $1.15M | 0.12% | +613+27.2% | Added |
| CWA Asset Management Group, LLC | 2,841 | $1.15M | 0.09% | −662−18.9% | Reduced |
| St. Johns Investment Management Company, LLC | 2,888 | $1.16M | 0.63% | −193−6.3% | Reduced |
| Paulson Wealth Management Inc. | 2,887 | $1.16M | 0.56% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 2,901 | $1.16M | 0.07% | −341−10.5% | Reduced |
| Allred Capital Management, LLC | 2,902 | $1.16M | 0.57% | −99−3.3% | Reduced |
| Tiemann Investment Advisors, LLC | 2,903 | $1.16M | 0.54% | −20−0.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 2,901 | $1.16M | 0.12% | +33+1.2% | Added |
| Harfst & Associates, Inc. | 2,938 | $1.18M | 0.34% | −63−2.1% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 2,940 | $1.18M | 0.43% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,951 | $1.18M | 1.83% | −826−21.9% | Reduced |
| Kensington Investment Counsel, LLC | 2,953 | $1.18M | 0.81% | +68+2.4% | Added |
| PDS Planning, Inc | 2,951 | $1.18M | 0.29% | +213+7.8% | Added |
| RKL Wealth Management LLC | 2,958 | $1.19M | 0.15% | −209−6.6% | Reduced |
| Aspiriant, LLC | 2,976 | $1.19M | 0.07% | +219+7.9% | Added |
| Baldwin Investment Management, LLC | 2,982 | $1.19M | 0.20% | +358+13.6% | Added |
| MinichMacGregor Wealth Management, LLC | 2,988 | $1.20M | 0.42% | +92+3.2% | Added |
| Bar Harbor Trust Services | 2,988 | $1.20M | 0.38% | +147+5.2% | Added |
| Hunter Associates Investment Management LLC | 3,000 | $1.20M | 0.37% | −975−24.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.20M | 0.39% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 3,005 | $1.20M | 0.18% | −32−1.1% | Reduced |
| Legacy Financial Advisors, Inc. | 3,009 | $1.21M | 0.31% | −161−5.1% | Reduced |
| Aries Wealth Management | 3,010 | $1.21M | 0.52% | +78+2.7% | Added |
| Platform Technology Partners | 3,011 | $1.21M | 0.50% | +3,011 | New |
| International Assets Investment Management, LLC | 3,015 | $1.21M | 0.22% | −2,525−45.6% | Reduced |
| Engine No. 1 LLC | 3,013 | $1.21M | 0.33% | +3,013 | New |
| Davidson Capital Management Inc. | 3,016 | $1.21M | 0.58% | −298−9.0% | Reduced |
| Geneva Partners, LLC | 3,019 | $1.21M | 0.55% | +3,019 | New |
| Copperleaf Capital, LLC | 3,023 | $1.21M | 1.18% | −29−1.0% | Reduced |
| Perigon Wealth Management, LLC | 3,027 | $1.21M | 0.11% | +57+1.9% | Added |
| Chesapeake Wealth Management | 3,044 | $1.22M | 0.40% | −455−13.0% | Reduced |
| S. R. Schill & Associates | 3,056 | $1.22M | 0.48% | −200−6.1% | Reduced |
| CRA Financial Services, LLC | 3,064 | $1.23M | 0.43% | +17+0.6% | Added |
| Tobam | 3,067 | $1.23M | 0.05% | −100−3.2% | Reduced |
| Smith, Moore & Co. | 3,075 | $1.23M | 0.19% | +12+0.4% | Added |
| MJP Associates Inc | 3,078 | $1.23M | 0.42% | +25+0.8% | Added |
| Continuum Advisory, LLC | 3,084 | $1.24M | 0.38% | +2,160+233.8% | Added |
| Boston Family Office LLC | 3,095 | $1.24M | 0.09% | +50+1.6% | Added |
| Covenant Partners, LLC | 3,097 | $1.24M | 0.47% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 3,100 | $1.24M | 0.53% | 00.0% | Unchanged |
| NVWM, LLC | 3,105 | $1.24M | 0.45% | +84+2.8% | Added |
| Mayflower Financial Advisors, LLC | 3,107 | $1.24M | 0.17% | +114+3.8% | Added |
| Westside Investment Management, Inc. | 3,113 | $1.25M | 0.01% | −179−5.4% | Reduced |
| Bank Hapoalim BM | 3,114 | $1.25M | 0.14% | +130+4.4% | Added |
| San Francisco Sentry Investment Group (Ca) | 3,119 | $1.25M | 0.65% | +57+1.9% | Added |
| Gamco Investors, Inc. Et Al | 3,125 | $1.25M | 0.01% | −81−2.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,123 | $1.25M | 0.32% | +147+4.9% | Added |
| Garrison Point Advisors, LLC | 3,126 | $1.25M | 0.90% | −10−0.3% | Reduced |
| Mountain Capital Investment Advisors, Inc | 3,061 | $1.25M | 0.58% | −104−3.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,133 | $1.25M | 0.01% | +69+2.3% | Added |
| BigSur Wealth Management LLC | 3,140 | $1.26M | 0.57% | −100−3.1% | Reduced |
| Boston Common Asset Management, LLC | 3,142 | $1.26M | 0.05% | +210+7.2% | Added |
| FLC Capital Advisors | 3,152 | $1.26M | 0.37% | −240−7.1% | Reduced |
| Mark Stevens | 3,154 | $1.26M | 0.14% | +167+5.6% | Added |
| Carolinas Wealth Consulting LLC | 3,167 | $1.27M | 0.28% | −3−0.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,172 | $1.27M | 0.40% | +701+28.4% | Added |
| Investment Management of Virginia LLC | 3,177 | $1.27M | 0.24% | −250−7.3% | Reduced |
| Financial Network Wealth Management LLC | 3,177 | $1.27M | 0.75% | +30+1.0% | Added |
| Delta Financial Advisors LLC | 3,181 | $1.27M | 0.56% | +61+2.0% | Added |
| Mission Creek Capital Partners, Inc. | 3,185 | $1.28M | 0.21% | +442+16.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 3,087 | $1.28M | 0.81% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 3,209 | $1.28M | 1.10% | −39−1.2% | Reduced |
| Globeflex Capital L P | 3,215 | $1.29M | 0.23% | 00.0% | Unchanged |
| Quest Capital Management Inc | 3,221 | $1.29M | 0.26% | −13−0.4% | Reduced |
| Geier Asset Management, Inc. | 3,227 | $1.29M | 0.90% | +11+0.3% | Added |
| Perpetual Investment Management Ltd | 3,236 | $1.30M | 0.18% | +5+0.2% | Added |
| Buffington Mohr McNeal | 3,245 | $1.30M | 0.25% | −15−0.5% | Reduced |
| Claro Advisors LLC | 3,248 | $1.30M | 0.59% | +66+2.1% | Added |
| GoalVest Advisory LLC | 3,255 | $1.30M | 0.81% | +172+5.6% | Added |
| Berkshire Bank | 3,259 | $1.30M | 0.32% | +1,395+74.8% | Added |