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 |
|---|---|---|---|---|---|
| Parisi Gray Wealth Management | 6,317 | $2.53M | 0.93% | −103−1.6% | Reduced |
| American National Registered Investment Advisor, Inc. | 6,361 | $2.55M | 0.91% | −155−2.4% | Reduced |
| Seeyond | 6,369 | $2.55M | 0.24% | −1,276−16.7% | Reduced |
| Coe Capital Management, LLC | 6,389 | $2.56M | 2.41% | −213−3.2% | Reduced |
| BBR Partners, LLC | 6,394 | $2.56M | 0.20% | +86+1.4% | Added |
| Virtu Financial LLC | 6,422 | $2.57M | 0.25% | +6,422 | New |
| Freedom Day Solutions, LLC | 6,435 | $2.58M | 1.23% | −60−0.9% | Reduced |
| NEXT Financial Group, Inc | 6,439 | $2.58M | 0.21% | +33+0.5% | Added |
| Elmwood Wealth Management, Inc. | 6,446 | $2.58M | 1.36% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 6,451 | $2.58M | 0.13% | −269−4.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 6,467 | $2.59M | 0.50% | +275+4.4% | Added |
| Rossmore Private Capital | 6,478 | $2.59M | 0.44% | −157−2.4% | Reduced |
| Principle Wealth Partners LLC | 6,505 | $2.60M | 0.30% | +35+0.5% | Added |
| Inscription Capital, LLC | 6,505 | $2.60M | 0.30% | +3,211+97.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,517 | $2.61M | 0.61% | −155−2.3% | Reduced |
| Midwest Wealth Management Inc. | 6,532 | $2.62M | 1.87% | +125+2.0% | Added |
| Patten Group, Inc. | 6,532 | $2.62M | 0.77% | +162+2.5% | Added |
| PRW Wealth Management LLC | 6,532 | $2.62M | 0.77% | +6,532 | New |
| Summit X, LLC | 6,548 | $2.62M | 0.66% | −24−0.4% | Reduced |
| Heartland Bank & Trust Co | 6,570 | $2.63M | 2.42% | +2,382+56.9% | Added |
| Gladstone Institutional Advisory LLC | 6,606 | $2.65M | 0.32% | +3,587+118.8% | Added |
| Wellington Shields Capital Management, LLC | 6,607 | $2.65M | 0.32% | −87−1.3% | Reduced |
| Brewin Dolphin Ltd | 6,638 | $2.66M | 0.12% | +5,680+592.9% | Added |
| Wunderlich Capital Managemnt | 6,641 | $2.66M | 1.35% | +44+0.7% | Added |
| Elgethun Capital Management | 6,646 | $2.66M | 0.92% | +21+0.3% | Added |
| Birch Capital Management, LLC | 6,664 | $2.67M | 1.81% | 00.0% | Unchanged |
| MD Financial Management Inc. | 6,669 | $2.67M | 0.08% | −16,506−71.2% | Reduced |
| Baker Avenue Asset Management, LP | 6,693 | $2.68M | 0.16% | +833+14.2% | Added |
| Lake Street Advisors Group, LLC | 6,606 | $2.68M | 0.20% | +14+0.2% | Added |
| Mattern Wealth Management LLC | 6,391 | $2.68M | 0.85% | −61−0.9% | Reduced |
| PFG Advisors | 6,715 | $2.69M | 0.31% | −56−0.8% | Reduced |
| Eisler Capital (UK) Ltd. | 6,720 | $2.69M | 0.54% | +6,720 | New |
| Veriti Management LLC | 6,752 | $2.70M | 0.40% | +5,830+632.3% | Added |
| Brendel Financial Advisors LLC | 6,774 | $2.71M | 1.49% | +85+1.3% | Added |
| Davis-Rea Ltd. | 6,782 | $2.72M | 1.35% | +25+0.4% | Added |
| Legacy Wealth Management, LLC | 6,786 | $2.72M | 1.51% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 6,786 | $2.72M | 1.25% | +46+0.7% | Added |
| Ameritas Investment Company, LLC | 4,727 | $2.72M | 0.13% | −7,248−60.5% | Reduced |
| Little House Capital LLC | 6,827 | $2.73M | 1.48% | +488+7.7% | Added |
| Stanley-Laman Group, Ltd. | 6,842 | $2.74M | 0.39% | +125+1.9% | Added |
| Canandaigua National Corp | 6,912 | $2.77M | 0.45% | +42+0.6% | Added |
| TFG Advisers LLC | 6,921 | $2.77M | 1.34% | +14+0.2% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 7,000 | $2.80M | 1.43% | −1,600−18.6% | Reduced |
| Valley Brook Capital Group | 7,002 | $2.80M | 2.67% | +43+0.6% | Added |
| DF Dent & Co Inc | 7,035 | $2.82M | 0.03% | +32+0.5% | Added |
| Mechanics Bank Trust Department | 7,063 | $2.83M | 0.46% | +81+1.2% | Added |
| Budros, Ruhlin & Roe, Inc. | 7,077 | $2.83M | 0.31% | −253−3.5% | Reduced |
| Hyman Charles D | 7,076 | $2.83M | 0.20% | −18−0.3% | Reduced |
| Ashford Capital Management Inc | 7,101 | $2.84M | 0.26% | 00.0% | Unchanged |
| Avestar Capital, LLC | 7,135 | $2.86M | 0.55% | +1,440+25.3% | Added |
| Prime Capital Investment Advisors, LLC | 7,166 | $2.87M | 0.17% | −4,040−36.1% | Reduced |
| Leelyn Smith, LLC | 7,186 | $2.88M | 0.85% | −363−4.8% | Reduced |
| Heritage Way Advisors, LLC | 7,192 | $2.88M | 1.18% | −130−1.8% | Reduced |
| SevenBridge Financial Group, LLC | 7,192 | $2.88M | 0.94% | +267+3.9% | Added |
| Claybrook Capital, LLC | 7,192 | $2.88M | 0.94% | +7,192 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,203 | $2.88M | 0.96% | +193+2.8% | Added |
| True North Advisors, LLC | 7,218 | $2.89M | 0.60% | 00.0% | Unchanged |
| SageGuard Financial Group, LLC | 7,233 | $2.90M | 1.31% | +900+14.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,247 | $2.90M | 0.03% | +5,642+351.5% | Added |
| Boenning & Scattergood, Inc. | 7,296 | $2.92M | 0.51% | −75−1.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 7,364 | $2.95M | 1.08% | 00.0% | Unchanged |
| Strategic Capital Advisers, Inc. | 7,368 | $2.95M | 2.44% | −404−5.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,375 | $2.95M | 0.03% | −6,256−45.9% | Reduced |
| Wealth Alliance | 7,379 | $2.96M | 0.70% | −128−1.7% | Reduced |
| Strategic Advisors LLC | 7,408 | $2.97M | 0.77% | +300+4.2% | Added |
| Salem Investment Counselors Inc | 7,418 | $2.97M | 0.16% | +526+7.6% | Added |
| K.J. Harrison & Partners Inc | 7,415 | $2.97M | 0.43% | −685−8.5% | Reduced |
| Ritholtz Wealth Management | 7,421 | $2.97M | 0.21% | +1,037+16.2% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 7,462 | $2.99M | 0.74% | −68−0.9% | Reduced |
| Pantheon Investment Group, LLC | 7,481 | $3.00M | 2.51% | −229−3.0% | Reduced |
| Clear Street Markets LLC | 7,488 | $3.00M | 0.64% | +3,288+78.3% | Added |
| Capital Insight Partners, LLC | 7,506 | $3.01M | 0.68% | +184+2.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 7,519 | $3.01M | 0.02% | −1,300−14.7% | Reduced |
| Doliver Advisors, LP | 7,520 | $3.01M | 1.00% | +1,669+28.5% | Added |
| Mount Yale Investment Advisors, LLC | 7,536 | $3.02M | 0.37% | −16,624−68.8% | Reduced |
| AIMZ Investment Advisors, LLC | 7,542 | $3.02M | 1.35% | −14−0.2% | Reduced |
| RDA Financial Network | 7,581 | $3.04M | 1.34% | +190+2.6% | Added |
| Altman Advisors, Inc. | 7,394 | $3.04M | 1.72% | +393+5.6% | Added |
| Sawtooth Solutions, LLC | 7,587 | $3.04M | 0.60% | +2,036+36.7% | Added |
| Trexquant Investment LP | 7,609 | $3.05M | 0.26% | +7,609 | New |
| Western Wealth Management, LLC | 7,622 | $3.05M | 0.31% | +3,091+68.2% | Added |
| West Branch Capital LLC | 7,699 | $3.08M | 1.52% | +192+2.6% | Added |
| Lincoln National Corp | 7,704 | $3.08M | 0.07% | −583−7.0% | Reduced |
| Mitchell Capital Management Co | 7,704 | $3.08M | 0.68% | −219−2.8% | Reduced |
| Grove Bank & Trust | 7,709 | $3.09M | 0.67% | −82−1.1% | Reduced |
| Harbour Investment Management LLC | 7,748 | $3.10M | 1.55% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 7,761 | $3.11M | 0.05% | −454−5.5% | Reduced |
| TrinityPoint Wealth, LLC | 7,768 | $3.11M | 0.64% | −473−5.7% | Reduced |
| Buckley Wealth Management, LLC | 7,791 | $3.12M | 1.07% | −18−0.2% | Reduced |
| Laidlaw Wealth Management LLC | 7,800 | $3.12M | 0.81% | +78+1.0% | Added |
| Wade G W & Inc | 7,844 | $3.14M | 0.15% | +345+4.6% | Added |
| Sheets Smith Wealth Management | 7,853 | $3.15M | 0.42% | −205−2.5% | Reduced |
| Mission Wealth Management, LP | 7,904 | $3.17M | 0.17% | +21+0.3% | Added |
| FourThought Financial, LLC | 7,938 | $3.18M | 0.43% | −4,169−34.4% | Reduced |
| Quadrant Capital Group LLC | 7,953 | $3.19M | 0.46% | +349+4.6% | Added |
| Marcum Wealth, LLC | 7,966 | $3.19M | 0.52% | +23+0.3% | Added |
| Compton Wealth Advisory Group, LLC | 7,968 | $3.19M | 1.49% | +10+0.1% | Added |
| Community Bank, N.A. | 7,971 | $3.19M | 0.38% | −33−0.4% | Reduced |
| IHT Wealth Management, LLC | 7,978 | $3.19M | 0.20% | +1,828+29.7% | Added |
| Union Heritage Capital, LLC | 8,000 | $3.20M | 1.50% | 00.0% | Unchanged |