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 |
|---|---|---|---|---|---|
| Cypress Capital, LLC | 4,056 | $1.62M | 1.59% | −28−0.7% | Reduced |
| Valmark Advisers, Inc. | 4,055 | $1.62M | 0.03% | +132+3.4% | Added |
| Red Cedar Capital, LLC | 4,066 | $1.63M | 1.02% | 00.0% | Unchanged |
| Stevens Capital Management LP | 4,065 | $1.63M | 0.48% | +4,065 | New |
| Fairbanks Capital Management, Inc. | 4,071 | $1.63M | 1.29% | +194+5.0% | Added |
| Miracle Mile Advisors, LLC | 4,076 | $1.63M | 0.09% | +770+23.3% | Added |
| Ifrah Financial Services, Inc. | 4,078 | $1.63M | 0.47% | −102−2.4% | Reduced |
| Signature Wealth Management Group | 4,086 | $1.64M | 0.91% | +226+5.9% | Added |
| Glen Eagle Advisors, LLC | 4,091 | $1.64M | 0.51% | +15+0.4% | Added |
| Washburn Capital Management, Inc. | 4,103 | $1.64M | 1.10% | −155−3.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 4,135 | $1.66M | 1.42% | −50−1.2% | Reduced |
| Berger Financial Group, Inc | 4,134 | $1.66M | 0.30% | +43+1.1% | Added |
| Robertson Stephens Wealth Management, LLC | 4,161 | $1.67M | 0.20% | +251+6.4% | Added |
| SkyView Investment Advisors, LLC | 4,480 | $1.67M | 0.78% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 4,164 | $1.67M | 0.57% | +88+2.2% | Added |
| Vantage Financial Partners Ltd., Inc. | 4,175 | $1.67M | 0.93% | +300+7.7% | Added |
| Harvey Investment Co LLC | 4,180 | $1.67M | 0.22% | +180+4.5% | Added |
| Westbourne Investment Advisors, Inc. | 4,193 | $1.68M | 0.76% | −457−9.8% | Reduced |
| Sequoia Financial Advisors, LLC | 4,235 | $1.70M | 0.06% | +239+6.0% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 4,260 | $1.71M | 0.29% | +4,260 | New |
| Country Club Trust Company, n.a. | 4,293 | $1.71M | 0.15% | +269+6.7% | Added |
| QP Wealth Management, LLC | 4,273 | $1.71M | 1.75% | −190−4.3% | Reduced |
| Capital Asset Advisory Services LLC | 4,293 | $1.72M | 0.19% | −719−14.3% | Reduced |
| First Horizon Advisors, Inc. | 4,305 | $1.72M | 0.09% | −236−5.2% | Reduced |
| Atom Investors LP | 4,303 | $1.72M | 0.36% | +4,303 | New |
| WP Advisors, LLC | 4,324 | $1.73M | 0.72% | +109+2.6% | Added |
| MidWestOne Financial Group, Inc. | 4,326 | $1.73M | 0.41% | +150+3.6% | Added |
| Deseret Mutual Benefit Administrators | 4,329 | $1.73M | 0.42% | +4,329 | New |
| Charles Schwab Trust Co | 4,340 | $1.74M | 0.34% | +211+5.1% | Added |
| Cannell Peter B & Co Inc | 4,368 | $1.75M | 0.05% | −455−9.4% | Reduced |
| Manchester Capital Management LLC | 4,369 | $1.75M | 0.24% | +31+0.7% | Added |
| Brown Advisory Securities, LLC | 4,372 | $1.75M | 0.27% | −697−13.8% | Reduced |
| Strategic Investment Advisors | 4,376 | $1.75M | 0.40% | +189+4.5% | Added |
| Fukoku Mutual Life Insurance Co | 4,380 | $1.75M | 0.14% | −200−4.4% | Reduced |
| Compagnie Lombard Odier SCmA | 4,391 | $1.76M | 0.04% | −2,089−32.2% | Reduced |
| Griffin Asset Management, Inc. | 4,389 | $1.76M | 0.21% | −5−0.1% | Reduced |
| Constitution Capital LLC | 4,394 | $1.76M | 1.08% | +400+10.0% | Added |
| Certified Advisory Corp | 4,399 | $1.76M | 0.44% | −103−2.3% | Reduced |
| Keudell/Morrison Wealth Management | 4,422 | $1.77M | 0.97% | −199−4.3% | Reduced |
| Alaethes Wealth LLC | 4,428 | $1.77M | 1.37% | −241−5.2% | Reduced |
| Suncoast Equity Management | 4,436 | $1.78M | 0.23% | +196+4.6% | Added |
| Peachtree Investment Partners, LLC | 4,440 | $1.78M | 0.87% | +293+7.1% | Added |
| Alps Advisors Inc | 4,446 | $1.78M | 0.02% | +545+14.0% | Added |
| Engineers Gate Manager LP | 4,447 | $1.78M | 0.11% | +4,447 | New |
| Waycross Partners, LLC | 4,500 | $1.80M | 0.96% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 4,508 | $1.80M | 1.03% | +290+6.9% | Added |
| Capula Management Ltd | 4,509 | $1.80M | 0.33% | +2,737+154.5% | Added |
| Hudson Canyon Capital Management | 4,526 | $1.81M | 1.36% | −343−7.0% | Reduced |
| Optas, LLC | 4,527 | $1.81M | 0.52% | −153−3.3% | Reduced |
| First Pacific Advisors, LP | 4,535 | $1.82M | 0.02% | −305−6.3% | Reduced |
| WD Rutherford LLC | 4,545 | $1.82M | 1.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4,547 | $1.82M | 0.14% | +172+3.9% | Added |
| J.W. Cole Advisors, Inc. | 4,549 | $1.82M | 0.14% | −1,035−18.5% | Reduced |
| River Wealth Advisors LLC | 4,567 | $1.83M | 0.32% | +81+1.8% | Added |
| City Holding Co | 4,567 | $1.83M | 0.32% | +999+28.0% | Added |
| Welch & Forbes LLC | 4,572 | $1.83M | 0.03% | +1,445+46.2% | Added |
| Berman Capital Advisors, LLC | 4,575 | $1.83M | 0.29% | +516+12.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,580 | $1.83M | 0.45% | −79−1.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,590 | $1.84M | 0.38% | +34+0.7% | Added |
| Ami Investment Management Inc | 4,592 | $1.84M | 0.75% | +105+2.3% | Added |
| Fort, L.P. | 4,601 | $1.84M | 0.53% | −454−9.0% | Reduced |
| Cito Capital Group, LLC | 4,600 | $1.84M | 0.83% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 4,602 | $1.84M | 1.16% | +28+0.6% | Added |
| M&R Capital Management Inc | 4,603 | $1.84M | 0.42% | +472+11.4% | Added |
| Means Investment Co., Inc. | 4,604 | $1.84M | 0.37% | +517+12.6% | Added |
| Avantax Planning Partners, Inc. | 4,640 | $1.86M | 0.09% | +87+1.9% | Added |
| Liberty One Investment Management, LLC | 4,651 | $1.86M | 0.31% | +62+1.4% | Added |
| SRN Advisors, LLC | 4,657 | $1.86M | 0.63% | −209−4.3% | Reduced |
| Beacon Financial Group | 4,525 | $1.87M | 0.27% | −70−1.5% | Reduced |
| Roof Eidam & Maycock | 4,685 | $1.88M | 0.70% | +4,685 | New |
| Affiance Financial, LLC | 4,688 | $1.88M | 0.80% | +3+0.1% | Added |
| Eqis Capital Management, Inc. | 4,693 | $1.88M | 0.14% | −383−7.5% | Reduced |
| Wintrust Investments LLC | 4,694 | $1.88M | 0.19% | +97+2.1% | Added |
| Financial Advisory Service, Inc. | 4,697 | $1.88M | 0.18% | +327+7.5% | Added |
| Centre Asset Management, LLC | 4,710 | $1.89M | 0.98% | −1,110−19.1% | Reduced |
| WSFS Capital Management, LLC | 4,757 | $1.91M | 0.86% | −354−6.9% | Reduced |
| Personal Cfo Solutions, LLC | 4,783 | $1.92M | 0.39% | −148−3.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,785 | $1.92M | 2.26% | −20−0.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,810 | $1.93M | 0.44% | −277−5.4% | Reduced |
| Dakota Wealth Management | 4,809 | $1.93M | 0.23% | +345+7.7% | Added |
| Centiva Capital, LP | 4,813 | $1.93M | 0.15% | −881−15.5% | Reduced |
| Cottage Street Advisors LLC | 4,821 | $1.93M | 1.15% | −200−4.0% | Reduced |
| Ellis Investment Partners, LLC | 4,831 | $1.93M | 0.49% | +85+1.8% | Added |
| JNBA Financial Advisors | 4,837 | $1.94M | 0.26% | +5+0.1% | Added |
| Lineweaver Wealth Advisors, LLC | 4,846 | $1.94M | 0.64% | +322+7.1% | Added |
| Frisch Financial Group, Inc. | 4,852 | $1.94M | 0.61% | −34−0.7% | Reduced |
| Compton Capital Management Inc | 4,865 | $1.95M | 0.57% | 00.0% | Unchanged |
| Bay Rivers Group | 4,866 | $1.95M | 1.38% | +126+2.7% | Added |
| Eads & Heald Wealth Management | 4,884 | $1.96M | 0.95% | −97−1.9% | Reduced |
| Spears Abacus Advisors LLC | 4,886 | $1.96M | 0.14% | −825−14.4% | Reduced |
| Aigen Investment Management, LP | 4,892 | $1.96M | 0.34% | +4,892 | New |
| Carderock Capital Management Inc | 4,932 | $1.98M | 0.54% | −7,038−58.8% | Reduced |
| Groesbeck Investment Management Corp | 4,950 | $1.98M | 2.53% | +547+12.4% | Added |
| Rothschild Investment Corp | 4,963 | $1.99M | 0.16% | +180+3.8% | Added |
| SeaCrest Wealth Management, LLC | 4,967 | $1.99M | 0.24% | −13−0.3% | Reduced |
| Trust Investment Advisors | 4,976 | $1.99M | 1.76% | −1,298−20.7% | Reduced |
| McDonald Partners LLC | 4,980 | $1.99M | 0.47% | +315+6.8% | Added |
| SWS Partners | 4,985 | $2.00M | 1.30% | +114+2.3% | Added |
| Prosight Management, LP | 5,000 | $2.00M | 1.27% | −1,000−16.7% | Reduced |
| Intact Investment Management Inc. | 5,000 | $2.00M | 0.06% | 00.0% | Unchanged |