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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Defined Wealth Management, LLC | 3,262 | $1.31M | 1.16% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 3,264 | $1.31M | 0.52% | −75−2.2% | Reduced |
| Tolleson Wealth Management, Inc. | 3,268 | $1.31M | 0.35% | 00.0% | Unchanged |
| Leisure Capital Management | 3,275 | $1.31M | 0.73% | −23−0.7% | Reduced |
| Vectors Research Management, LLC | 3,275 | $1.31M | 0.33% | −24−0.7% | Reduced |
| HNP Capital LLC | 3,275 | $1.31M | 0.35% | −24−0.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,279 | $1.31M | 0.15% | +1,566+91.4% | Added |
| Curbstone Financial Management Corp | 3,282 | $1.31M | 0.25% | 00.0% | Unchanged |
| Cim, LLC | 3,165 | $1.31M | 0.21% | +373+13.4% | Added |
| Thomas White International Ltd | 3,283 | $1.31M | 0.18% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 3,293 | $1.32M | 0.40% | −50−1.5% | Reduced |
| CSU Producer Resources, Inc. | 3,300 | $1.32M | 5.20% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 3,300 | $1.32M | 0.50% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 3,305 | $1.32M | 0.60% | +67+2.1% | Added |
| Cahill Financial Advisors Inc | 3,304 | $1.32M | 0.30% | −446−11.9% | Reduced |
| DRW Securities, LLC | 3,310 | $1.32M | 0.18% | +3,310 | New |
| Washington Capital Management Inc | 3,315 | $1.33M | 1.61% | −125−3.6% | Reduced |
| RB Capital Management, LLC | 3,318 | $1.33M | 0.51% | +200+6.4% | Added |
| Bluestein R H & Co | 3,324 | $1.33M | 0.05% | −1,493−31.0% | Reduced |
| Royal Harbor Partners, LLC | 3,323 | $1.33M | 0.89% | +61+1.9% | Added |
| JGP Global Gestao de Recursos Ltda. | 3,326 | $1.33M | 0.45% | +8+0.2% | Added |
| Peak Asset Management, LLC | 3,341 | $1.34M | 0.33% | +52+1.6% | Added |
| Keel Point, LLC | 3,363 | $1.35M | 0.16% | −15−0.4% | Reduced |
| Semmax Financial Advisors Inc. | 3,372 | $1.35M | 0.43% | +476+16.4% | Added |
| FinTrust Capital Advisors, LLC | 3,373 | $1.35M | 0.36% | −67−1.9% | Reduced |
| Pettee Investors, Inc. | 3,440 | $1.38M | 0.65% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 3,443 | $1.38M | 0.33% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,442 | $1.38M | 0.14% | +48+1.4% | Added |
| Rede Wealth, LLC | 3,458 | $1.39M | 0.74% | +231+7.2% | Added |
| Cribstone Capital Management, LLC | 3,467 | $1.39M | 0.84% | +371+12.0% | Added |
| Trustmark National Bank Trust Department | 3,472 | $1.39M | 0.11% | −45−1.3% | Reduced |
| Gryphon Financial Partners LLC | 4,216 | $1.39M | 0.33% | +47+1.1% | Added |
| Evermay Wealth Management LLC | 3,479 | $1.39M | 0.26% | +10.0% | Added |
| StoneX Group Inc. | 3,480 | $1.39M | 0.21% | +352+11.3% | Added |
| Scott Investment Partners LLP | 3,500 | $1.40M | 0.98% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 3,514 | $1.41M | 0.80% | −75−2.1% | Reduced |
| Intersect Capital LLC | 3,518 | $1.41M | 0.25% | +345+10.9% | Added |
| Goepper Burkhardt LLC | 3,527 | $1.41M | 0.89% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 3,527 | $1.41M | 0.48% | +3,527 | New |
| Archford Capital Strategies, LLC | 3,532 | $1.41M | 0.35% | +709+25.1% | Added |
| CPWM, LLC | 3,538 | $1.42M | 0.11% | −69−1.9% | Reduced |
| First Nebraska Trust Co | 3,555 | $1.42M | 0.19% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 3,555 | $1.42M | 0.16% | +133+3.9% | Added |
| Domani Wealth, LLC | 3,556 | $1.42M | 0.29% | +200+6.0% | Added |
| Capital Investment Advisory Services, LLC | 3,559 | $1.43M | 0.18% | −275−7.2% | Reduced |
| WealthShield Partners, LLC | 3,567 | $1.43M | 0.22% | +622+21.1% | Added |
| FOCUS Wealth Advisors, LLC | 3,569 | $1.43M | 1.00% | +175+5.2% | Added |
| Fiduciary Group LLC | 3,396 | $1.43M | 0.17% | +12+0.4% | Added |
| Okabena Investment Services Inc | 3,591 | $1.44M | 0.68% | +3,591 | New |
| Independent Investors Inc | 3,594 | $1.44M | 0.35% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 3,609 | $1.45M | 0.63% | +228+6.7% | Added |
| Magnus Financial Group LLC | 3,612 | $1.45M | 0.32% | +10+0.3% | Added |
| Proficio Capital Partners LLC | 3,618 | $1.45M | 0.18% | −3−0.1% | Reduced |
| Brand Asset Management Group, Inc. | 3,625 | $1.45M | 0.71% | −55−1.5% | Reduced |
| Financial Perspectives, Inc | 3,626 | $1.45M | 0.71% | −1,335,255−99.7% | Reduced |
| KC Investment Advisors, LLC | 3,634 | $1.46M | 1.17% | +124+3.5% | Added |
| Heron Financial Group, LLC | 3,645 | $1.46M | 0.83% | −77−2.1% | Reduced |
| IFG Advisory, LLC | 3,660 | $1.47M | 0.16% | +443+13.8% | Added |
| LMR Partners LLP | 3,665 | $1.47M | 0.02% | +3,665 | New |
| Cavalier Investments, LLC | 3,676 | $1.47M | 0.53% | 00.0% | Unchanged |
| Rational Advisors LLC | 3,682 | $1.47M | 0.17% | +3,682 | New |
| Mirova | 3,690 | $1.48M | 0.18% | −44−1.2% | Reduced |
| Sierra Capital LLC | 3,690 | $1.48M | 0.27% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 3,691 | $1.48M | 0.17% | +1,571+74.1% | Added |
| Novak Financial Planning, LLC | 3,704 | $1.48M | 0.73% | +5+0.1% | Added |
| Van Hulzen Asset Management, LLC | 3,713 | $1.49M | 0.22% | +61+1.7% | Added |
| Nations Financial Group Inc, | 3,716 | $1.49M | 0.25% | +134+3.7% | Added |
| First Business Financial Services, Inc. | 3,726 | $1.49M | 0.17% | +339+10.0% | Added |
| Cim Investment Mangement Inc | 3,729 | $1.49M | 0.46% | −1,893−33.7% | Reduced |
| Hoover Financial Advisors, Inc. | 3,734 | $1.50M | 0.27% | +51+1.4% | Added |
| Paradigm Asset Management Co LLC | 3,745 | $1.50M | 0.38% | −100−2.6% | Reduced |
| Cobblestone Capital Advisors LLC | 3,771 | $1.51M | 0.10% | +8+0.2% | Added |
| Arete Wealth Advisors, LLC | 4,117 | $1.51M | 0.21% | −245−5.6% | Reduced |
| Vista Investment Management | 3,790 | $1.52M | 0.90% | −78−2.0% | Reduced |
| Accretive Wealth Partners, LLC | 3,795 | $1.52M | 1.10% | +239+6.7% | Added |
| HBK Investments L P | 3,800 | $1.52M | 0.01% | +3,800 | New |
| North Star Investment Management Corp. | 3,821 | $1.53M | 0.12% | +3,003+367.1% | Added |
| Sound View Wealth Advisors Group, LLC | 3,830 | $1.53M | 0.32% | −327−7.9% | Reduced |
| Intrua Financial, LLC | 3,772 | $1.54M | 0.37% | +65+1.8% | Added |
| Westover Capital Advisors, LLC | 3,856 | $1.54M | 0.50% | −296−7.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,859 | $1.55M | 0.16% | +3,859 | New |
| Lavaca Capital LLC | 3,877 | $1.55M | 0.80% | −125−3.1% | Reduced |
| Quilter Plc | 3,882 | $1.55M | 0.04% | +436+12.7% | Added |
| V Wealth Advisors LLC | 3,885 | $1.56M | 0.25% | +677+21.1% | Added |
| Allegiant Private Advisors, LLC | 3,901 | $1.56M | 0.25% | +2,292+142.4% | Added |
| Harvest Fund Management Co., Ltd | 3,877 | $1.57M | 0.17% | −1,341−25.7% | Reduced |
| Orrstown Financial Services Inc | 3,879 | $1.57M | 2.27% | −435−10.1% | Reduced |
| Insight Wealth Strategies, LLC | 3,933 | $1.57M | 0.22% | −886−18.4% | Reduced |
| Castle Rock Wealth Management, LLC | 3,832 | $1.58M | 0.58% | +937+32.4% | Added |
| Strategic Global Advisors, LLC | 3,949 | $1.58M | 0.29% | +3,949 | New |
| Simmons Bank | 3,955 | $1.58M | 0.11% | +114+3.0% | Added |
| Warren Averett Asset Management, LLC | 3,874 | $1.59M | 0.15% | −11−0.3% | Reduced |
| NorthRock Partners, LLC | 3,980 | $1.59M | 0.13% | +451+12.8% | Added |
| BDO Wealth Advisors, LLC | 3,988 | $1.60M | 0.18% | −562−12.4% | Reduced |
| Viking Fund Management LLC | 4,000 | $1.60M | 0.46% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $1.60M | 0.69% | 00.0% | Unchanged |
| Doyle Wealth Management | 4,014 | $1.61M | 0.13% | +523+15.0% | Added |
| Bell Bank | 4,034 | $1.61M | 0.21% | +26+0.6% | Added |
| Independent Financial Group, LLC | 4,039 | $1.62M | 0.17% | −70−1.7% | Reduced |
| Bremer Bank National Association | 4,055 | $1.62M | 0.35% | +11+0.3% | Added |