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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 8,018 | $3.21M | 0.08% | +55+0.7% | Added |
| IMA Wealth, Inc. | 8,030 | $3.22M | 0.75% | −141−1.7% | Reduced |
| Clear Harbor Asset Management, LLC | 8,033 | $3.22M | 0.39% | +6+0.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 8,076 | $3.23M | 2.31% | +73+0.9% | Added |
| Lazard Freres Gestion S.A.S. | 9,600 | $3.24M | 0.10% | 00.0% | Unchanged |
| Legacy Capital Partners, Inc. | 8,112 | $3.25M | 1.16% | −350−4.1% | Reduced |
| Becker Capital Management Inc | 8,198 | $3.28M | 0.14% | +33+0.4% | Added |
| Private Wealth Strategies, L.L.C. | 8,229 | $3.29M | 0.85% | 00.0% | Unchanged |
| Alta Capital Management LLC | 8,258 | $3.31M | 0.10% | +360+4.6% | Added |
| Resources Investment Advisors, LLC. | 8,280 | $3.32M | 0.14% | +1,697+25.8% | Added |
| Hennessy Advisors Inc | 8,300 | $3.32M | 0.18% | +200+2.5% | Added |
| United Capital Management of KS, Inc. | 8,305 | $3.33M | 1.36% | +758+10.0% | Added |
| Van Cleef Asset Management,Inc | 8,321 | $3.33M | 0.49% | −110−1.3% | Reduced |
| Zions Bancorporation, N.A. | 8,324 | $3.33M | 0.33% | +426+5.4% | Added |
| Connecticut Wealth Management, LLC | 8,338 | $3.34M | 0.29% | −1,134−12.0% | Reduced |
| Qtron Investments LLC | 8,362 | $3.35M | 0.85% | +1,808+27.6% | Added |
| High Pines Wealth Management, LLC | 8,382 | $3.36M | 2.53% | −128−1.5% | Reduced |
| Martin Capital Partners, LLC | 8,380 | $3.36M | 1.70% | +53+0.6% | Added |
| Foster & Motley Inc | 8,384 | $3.36M | 0.28% | −182−2.1% | Reduced |
| NBW Capital LLC | 8,423 | $3.37M | 0.82% | +92+1.1% | Added |
| Jump Financial, LLC | 8,451 | $3.38M | 0.33% | −6,459−43.3% | Reduced |
| Hilltop Holdings Inc. | 8,468 | $3.39M | 0.38% | +314+3.9% | Added |
| Tranquility Partners, LLC | 8,475 | $3.39M | 1.91% | −137−1.6% | Reduced |
| Cascadia Advisory Services, LLC | 8,481 | $3.40M | 0.73% | −105−1.2% | Reduced |
| DeDora Capital, Inc. | 8,488 | $3.40M | 1.48% | −233−2.7% | Reduced |
| SNS Financial Group, LLC | 8,497 | $3.40M | 0.45% | +145+1.7% | Added |
| Tudor Investment Corp Et Al | 8,529 | $3.42M | 0.07% | +8,529 | New |
| Trust Asset Management LLC | 8,553 | $3.42M | 0.46% | +928+12.2% | Added |
| Keebeck Wealth Management, LLC | 8,563 | $3.43M | 0.49% | +1,922+28.9% | Added |
| Atlantic Trust, LLC | 8,177 | $3.43M | 2.24% | −323−3.8% | Reduced |
| Family Legacy, Inc. | 8,262 | $3.44M | 1.53% | −61−0.7% | Reduced |
| Savant Capital, LLC | 8,655 | $3.47M | 0.14% | +41+0.5% | Added |
| S.E.E.D. Planning Group LLC | 8,663 | $3.47M | 1.71% | −91−1.0% | Reduced |
| JT Stratford LLC | 8,698 | $3.48M | 1.11% | +96+1.1% | Added |
| Roanoke Asset Management Corp | 8,720 | $3.49M | 1.21% | +2,105+31.8% | Added |
| Johnson Financial Group, Inc. | 8,729 | $3.50M | 0.23% | −18−0.2% | Reduced |
| Scott & Selber, Inc. | 8,734 | $3.50M | 1.34% | −27−0.3% | Reduced |
| Proequities, Inc. | 8,765 | $3.51M | 0.22% | +501+6.1% | Added |
| Thoroughbred Financial Services, LLC | 8,770 | $3.51M | 0.88% | −143−1.6% | Reduced |
| Palouse Capital Management, Inc. | 8,781 | $3.52M | 1.54% | −34−0.4% | Reduced |
| Page Arthur B | 8,796 | $3.52M | 2.51% | +180+2.1% | Added |
| AXS Investments LLC | 8,811 | $3.53M | 1.07% | −3,289−27.2% | Reduced |
| Delta Capital Management LLC | 8,816 | $3.53M | 2.18% | +35+0.4% | Added |
| Wealthspire Advisors, LLC | 8,826 | $3.53M | 0.09% | −14,875−62.8% | Reduced |
| LexAurum Advisors, LLC | 8,861 | $3.55M | 1.05% | −22−0.2% | Reduced |
| Plimoth Trust Co LLC | 8,895 | $3.56M | 1.00% | +125+1.4% | Added |
| Moody Lynn & Lieberson, LLC | 8,897 | $3.56M | 0.27% | −60−0.7% | Reduced |
| Reilly Financial Advisors, LLC | 8,916 | $3.57M | 0.29% | −24−0.3% | Reduced |
| Red Door Wealth Management, LLC | 8,937 | $3.58M | 1.39% | +1,468+19.7% | Added |
| Field & Main Bank | 8,967 | $3.59M | 2.30% | −100−1.1% | Reduced |
| Ballentine Partners, LLC | 8,976 | $3.59M | 0.12% | +24+0.3% | Added |
| Meridian Wealth Advisors, LLC | 9,006 | $3.61M | 1.02% | +311+3.6% | Added |
| Whalerock Point Partners, LLC | 9,040 | $3.62M | 1.39% | +10.0% | Added |
| Essex Financial Services, Inc. | 9,788 | $3.64M | 0.53% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 9,141 | $3.66M | 0.94% | −35−0.4% | Reduced |
| Gs Investments, Inc. | 9,187 | $3.68M | 5.02% | +2,990+48.2% | Added |
| We Are One Seven, LLC | 9,194 | $3.68M | 0.51% | +2,671+40.9% | Added |
| Covenant Asset Management, LLC | 9,203 | $3.69M | 1.10% | −53−0.6% | Reduced |
| Waldron Private Wealth LLC | 9,212 | $3.69M | 0.24% | −79−0.9% | Reduced |
| Koshinski Asset Management, Inc. | 9,244 | $3.70M | 0.47% | −977−9.6% | Reduced |
| Oak Associates, Ltd | 9,250 | $3.70M | 0.21% | 00.0% | Unchanged |
| Unison Asset Management LLC | 9,249 | $3.70M | 3.23% | 00.0% | Unchanged |
| Change Path, LLC | 9,252 | $3.71M | 0.23% | +1,282+16.1% | Added |
| Cypress Capital Group | 9,295 | $3.72M | 0.50% | +180+2.0% | Added |
| Duality Advisers, LP | 9,320 | $3.73M | 0.33% | +2,800+42.9% | Added |
| Orleans Capital Management Corp | 9,337 | $3.74M | 2.39% | −165−1.7% | Reduced |
| Primecap Management Co | 9,404 | $3.77M | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 9,441 | $3.78M | 0.69% | +32+0.3% | Added |
| Cox Capital Mgt LLC | 9,443 | $3.78M | 2.53% | +383+4.2% | Added |
| Nicollet Investment Management, Inc. | 9,447 | $3.78M | 1.54% | −192−2.0% | Reduced |
| Investment House LLC | 9,510 | $3.81M | 0.27% | 00.0% | Unchanged |
| Magnetar Financial LLC | 9,552 | $3.83M | 0.04% | +9,552 | New |
| Fairhaven Wealth Management, LLC | 9,612 | $3.85M | 1.53% | +101+1.1% | Added |
| Intrust Bank NA | 9,621 | $3.85M | 0.52% | −240−2.4% | Reduced |
| Piscataqua Savings Bank | 9,628 | $3.85M | 3.30% | −31−0.3% | Reduced |
| Regent Investment Management LLC | 9,627 | $3.85M | 0.90% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 9,789 | $3.92M | 1.51% | −305−3.0% | Reduced |
| Moneta Group Investment Advisors LLC | 9,792 | $3.92M | 0.18% | −144−1.4% | Reduced |
| Checchi Capital Advisers, LLC | 9,830 | $3.94M | 0.49% | −248−2.5% | Reduced |
| Bond & Devick Financial Network, Inc. | 9,832 | $3.94M | 3.25% | −80−0.8% | Reduced |
| Nikulski Financial, Inc. | 9,500 | $3.94M | 1.83% | −662−6.5% | Reduced |
| De Burlo Group Inc | 9,855 | $3.95M | 0.63% | 00.0% | Unchanged |
| Clarius Group, LLC | 9,939 | $3.98M | 0.36% | +109+1.1% | Added |
| Murphy Pohlad Asset Management LLC | 9,948 | $3.98M | 1.61% | −500−4.8% | Reduced |
| MU Investments Co., Ltd. | 9,980 | $4.00M | 4.28% | 00.0% | Unchanged |
| AIA Group Ltd | 9,780 | $4.00M | 0.28% | +5,106+109.2% | Added |
| Chatham Capital Group, Inc. | 10,066 | $4.03M | 0.78% | +632+6.7% | Added |
| Ocean Capital Management, LLC | 10,083 | $4.04M | 1.73% | −1,436−12.5% | Reduced |
| Moors & Cabot, Inc. | 10,098 | $4.04M | 0.28% | −89−0.9% | Reduced |
| Sentry Investment Management LLC | 10,099 | $4.04M | 1.03% | +971+10.6% | Added |
| CMH Wealth Management LLC | 10,105 | $4.05M | 1.35% | +487+5.1% | Added |
| Souders Financial Advisors | 10,145 | $4.06M | 1.37% | +213+2.1% | Added |
| Duff & Phelps Investment Management Co | 10,160 | $4.07M | 0.05% | −880−8.0% | Reduced |
| Sky Investment Group LLC | 10,182 | $4.08M | 0.92% | −159−1.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 10,202 | $4.08M | 0.66% | +1,334+15.0% | Added |
| Tower View Investment Management & Research LLC | 10,205 | $4.09M | 2.07% | −71−0.7% | Reduced |
| Morris Capital Advisors, LLC | 10,252 | $4.11M | 3.10% | −169−1.6% | Reduced |
| Morgan Jess S & Co Inc | 10,256 | $4.11M | 2.70% | −30.0% | Reduced |
| Mirador Capital Partners LP | 10,305 | $4.13M | 0.93% | +319+3.2% | Added |
| Dividend Assets Capital, LLC | 10,373 | $4.15M | 0.82% | +137+1.3% | Added |