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 |
|---|---|---|---|---|---|
| Kerrisdale Advisers, LLC | 5,000 | $2.00M | 0.18% | 00.0% | Unchanged |
| Integral Health Asset Management, LLC | 5,000 | $2.00M | 0.55% | +5,000 | New |
| Red Cedar Investment Management, LLC | 5,013 | $2.01M | 0.27% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,019 | $2.01M | 0.22% | +25+0.5% | Added |
| Founders Financial Securities LLC | 5,030 | $2.01M | 0.40% | +7+0.1% | Added |
| ARGI Investment Services, LLC | 5,057 | $2.02M | 0.07% | +712+16.4% | Added |
| Capital City Trust Co | 5,078 | $2.03M | 0.62% | +201+4.1% | Added |
| Gofen & Glossberg LLC | 5,090 | $2.04M | 0.05% | +114+2.3% | Added |
| Ingalls & Snyder LLC | 5,097 | $2.04M | 0.09% | +11+0.2% | Added |
| Highland Private Wealth Management | 5,099 | $2.04M | 0.30% | +365+7.7% | Added |
| Moser Wealth Advisors, LLC | 5,105 | $2.04M | 1.32% | 00.0% | Unchanged |
| Renasant Bank | 5,112 | $2.05M | 1.55% | −106−2.0% | Reduced |
| Kempen Capital Management N.V. | 5,825 | $2.05M | 0.07% | +5,825 | New |
| Oak Asset Management, LLC | 5,120 | $2.05M | 0.86% | +5,120 | New |
| NinePointTwo Capital | 5,153 | $2.06M | 0.73% | −6,553−56.0% | Reduced |
| Northeast Financial Group, Inc. | 5,152 | $2.06M | 1.35% | −164−3.1% | Reduced |
| Malaga Cove Capital, LLC | 5,165 | $2.07M | 0.89% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 5,165 | $2.07M | 0.87% | +525+11.3% | Added |
| Altavista Wealth Management, Inc. | 5,172 | $2.07M | 0.45% | −72−1.4% | Reduced |
| Coastal Investment Advisors, Inc. | 5,185 | $2.08M | 0.49% | +216+4.3% | Added |
| Triangle Securities Wealth Management | 5,186 | $2.08M | 0.70% | −120−2.3% | Reduced |
| RFG Advisory, LLC | 5,191 | $2.08M | 0.18% | −452−8.0% | Reduced |
| TrimTabs Asset Management, LLC | 5,138 | $2.08M | 1.06% | −374−6.8% | Reduced |
| Circle Wealth Management, LLC | 5,254 | $2.10M | 0.30% | +320+6.5% | Added |
| Great Diamond Partners, LLC | 5,256 | $2.10M | 0.60% | +525+11.1% | Added |
| Amica Retiree Medical Trust | 5,257 | $2.10M | 1.33% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 5,268 | $2.11M | 1.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5,271 | $2.11M | 0.69% | +2,887+121.1% | Added |
| Smithfield Trust Co | 5,292 | $2.12M | 0.14% | −111−2.1% | Reduced |
| Windsor Group LTD | 5,315 | $2.13M | 0.46% | +220+4.3% | Added |
| TriaGen Wealth Management LLC | 5,177 | $2.13M | 1.10% | −18−0.3% | Reduced |
| Brown Miller Wealth Management, LLC | 5,332 | $2.13M | 1.36% | +148+2.9% | Added |
| Royal Fund Management, LLC | 5,351 | $2.14M | 0.35% | +884+19.8% | Added |
| Somerset Trust Co | 5,350 | $2.14M | 0.87% | +69+1.3% | Added |
| Menard Financial Group LLC | 5,360 | $2.15M | 2.03% | −9−0.2% | Reduced |
| GM Advisory Group, Inc. | 5,372 | $2.15M | 0.22% | −277−4.9% | Reduced |
| Partners Capital Investment Group, LLP | 5,403 | $2.16M | 0.10% | −516−8.7% | Reduced |
| Dempze Nancy E | 5,407 | $2.17M | 1.83% | +326+6.4% | Added |
| Stokes Family Office, LLC | 5,412 | $2.17M | 0.31% | +70+1.3% | Added |
| HawsGoodwin Investment Management LLC | 5,412 | $2.17M | 0.67% | +502+10.2% | Added |
| Heritage Wealth Management, LLC | 5,426 | $2.17M | 0.82% | +261+5.1% | Added |
| Signet Investment Advisory Group, Inc. | 5,467 | $2.19M | 1.41% | −263−4.6% | Reduced |
| Northside Capital Management, LLC | 5,469 | $2.19M | 0.55% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 5,468 | $2.19M | 0.60% | +195+3.7% | Added |
| Abbrea Capital, LLC | 5,476 | $2.19M | 0.33% | +497+10.0% | Added |
| Procyon Private Wealth Partners, LLC | 5,484 | $2.20M | 0.60% | +624+12.8% | Added |
| Brighton Jones LLC | 5,502 | $2.20M | 0.11% | +89+1.6% | Added |
| Fluent Financial, LLC | 5,507 | $2.21M | 0.95% | +5,507 | New |
| 180 Wealth Advisors, LLC | 5,362 | $2.21M | 0.51% | −101−1.8% | Reduced |
| Van Den Berg Management I, Inc | 5,516 | $2.21M | 0.43% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 5,530 | $2.21M | 0.19% | −489−8.1% | Reduced |
| Oarsman Capital, Inc. | 5,548 | $2.22M | 0.88% | −401−6.7% | Reduced |
| Spouting Rock Asset Management, LLC | 5,554 | $2.22M | 0.68% | −67−1.2% | Reduced |
| Occidental Asset Management, LLC | 5,559 | $2.23M | 0.59% | +233+4.4% | Added |
| Hartford Financial Management Inc. | 5,563 | $2.23M | 0.55% | −172−3.0% | Reduced |
| Bogart Wealth, LLC | 5,580 | $2.23M | 0.24% | +950+20.5% | Added |
| Beaumont Financial Partners, LLC | 5,614 | $2.25M | 0.17% | +251+4.7% | Added |
| Kovack Advisors, Inc. | 5,629 | $2.25M | 0.26% | +214+4.0% | Added |
| E&G Advisors, LP | 0 | $2.26M | 0.61% | −5,544−100.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,373 | $2.26M | 0.04% | −1,474−21.5% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,673 | $2.27M | 1.11% | −1,761−23.7% | Reduced |
| Wealthsource Partners, LLC | 5,673 | $2.27M | 0.20% | −584−9.3% | Reduced |
| Notis-McConarty Edward | 5,686 | $2.28M | 0.84% | +204+3.7% | Added |
| South State Corp. | 5,693 | $2.28M | 0.20% | +268+4.9% | Added |
| Voya Financial Advisors, Inc. | 5,736 | $2.28M | 0.30% | −35,296−86.0% | Reduced |
| Burns J W & Co Inc | 5,719 | $2.29M | 0.36% | −111−1.9% | Reduced |
| Meristem Family Wealth, LLC | 5,745 | $2.30M | 0.36% | +1,248+27.8% | Added |
| Sunbelt Securities, Inc. | 5,491 | $2.31M | 0.41% | +163+3.1% | Added |
| KCS Wealth Advisory | 5,766 | $2.31M | 1.09% | +103+1.8% | Added |
| Platte River Wealth Advisors, LLC | 5,767 | $2.31M | 0.88% | 00.0% | Unchanged |
| Wealth Architects, LLC | 5,780 | $2.31M | 0.45% | +81+1.4% | Added |
| Valeo Financial Advisors, LLC | 5,848 | $2.34M | 0.14% | +418+7.7% | Added |
| Ativo Capital Management LLC | 5,907 | $2.37M | 1.00% | −120−2.0% | Reduced |
| Breiter Capital Management Inc | 5,914 | $2.37M | 1.27% | +5,914 | New |
| Arkadios Wealth Advisors | 5,919 | $2.37M | 0.29% | +915+18.3% | Added |
| Monetta Financial Services Inc | 6,000 | $2.40M | 1.85% | 00.0% | Unchanged |
| Russell Clark Investment Management Ltd | 6,000 | $2.40M | 1.81% | 00.0% | Unchanged |
| Charter Trust Co | 6,003 | $2.40M | 0.22% | −129−2.1% | Reduced |
| Standard Family Office LLC | 6,010 | $2.41M | 0.50% | +550+10.1% | Added |
| Advisor OS, LLC | 6,024 | $2.41M | 0.50% | +821+15.8% | Added |
| Townsend & Associates, Inc | 5,809 | $2.42M | 1.41% | +156+2.8% | Added |
| Allworth Financial LP | 6,049 | $2.42M | 0.04% | +1,059+21.2% | Added |
| Origin Asset Management LLP | 6,057 | $2.42M | 0.27% | 00.0% | Unchanged |
| Lee Financial Co | 6,063 | $2.43M | 0.51% | −173−2.8% | Reduced |
| Bessemer Securities LLC | 6,063 | $2.43M | 0.95% | +328+5.7% | Added |
| Bank of Hawaii | 6,119 | $2.45M | 0.14% | −95−1.5% | Reduced |
| Atlas Private Wealth Management | 6,127 | $2.45M | 1.51% | +62+1.0% | Added |
| Northeast Financial Consultants Inc | 6,183 | $2.48M | 0.17% | −43−0.7% | Reduced |
| Dohj, LLC | 6,189 | $2.48M | 1.30% | −457−6.9% | Reduced |
| Gries Financial LLC | 5,888 | $2.48M | 0.80% | −36−0.6% | Reduced |
| Rehmann Capital Advisory Group | 6,184 | $2.49M | 0.24% | +52+0.8% | Added |
| Brookfield Asset Management Inc. | 6,231 | $2.50M | 0.01% | +2,088+50.4% | Added |
| Tiedemann Advisors, LLC | 6,234 | $2.50M | 0.10% | −148−2.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 6,239 | $2.50M | 1.67% | +32+0.5% | Added |
| Peloton Wealth Strategists | 6,266 | $2.51M | 1.04% | +1,516+31.9% | Added |
| Centric Wealth Management | 6,267 | $2.51M | 0.87% | −127−2.0% | Reduced |
| Harrell Investment Partners, LLC | 6,277 | $2.51M | 0.82% | −62−1.0% | Reduced |
| Condor Capital Management | 6,293 | $2.52M | 0.28% | −139−2.2% | Reduced |
| Carret Asset Management, LLC | 6,316 | $2.53M | 0.30% | −748−10.6% | Reduced |
| HM Capital Management, LLC | 6,316 | $2.53M | 1.11% | +231+3.8% | Added |