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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 10,375 | $4.16M | 0.21% | −53−0.5% | Reduced |
| Csenge Advisory Group | 10,279 | $4.16M | 0.37% | +3,015+41.5% | Added |
| Affinity Investment Advisors, LLC | 10,422 | $4.17M | 1.88% | −3,949−27.5% | Reduced |
| Kinneret Advisory, LLC | 10,466 | $4.19M | 0.50% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 10,480 | $4.20M | 0.66% | −126−1.2% | Reduced |
| Weik Capital Management | 10,500 | $4.21M | 1.64% | +60+0.6% | Added |
| Holderness Investments Co | 10,512 | $4.21M | 1.39% | +39+0.4% | Added |
| Bank of Nova Scotia Trust Co | 10,533 | $4.22M | 0.37% | +78+0.7% | Added |
| Kingsview Wealth Management, LLC | 10,515 | $4.26M | 0.21% | −951−8.3% | Reduced |
| Dorchester Wealth Management Co | 10,639 | $4.26M | 0.98% | −819−7.1% | Reduced |
| Duncker Streett & Co Inc | 10,640 | $4.26M | 0.79% | −20−0.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,416 | $4.26M | 0.11% | +688+25.2% | Added |
| Bank Pictet & Cie (Asia) Ltd | 10,706 | $4.29M | 1.20% | +555+5.5% | Added |
| Venture Visionary Partners LLC | 10,711 | $4.29M | 0.34% | −1,042−8.9% | Reduced |
| Enterprise Bank & Trust Co | 10,781 | $4.32M | 1.70% | −679−5.9% | Reduced |
| Mutual Advisors, LLC | 10,889 | $4.36M | 0.26% | +812+8.1% | Added |
| Foundations Investment Advisors, LLC | 10,585 | $4.36M | 0.21% | +2,553+31.8% | Added |
| SlateStone Wealth, LLC | 10,941 | $4.38M | 1.00% | +103+1.0% | Added |
| Moloney Securities Asset Management, LLC | 10,953 | $4.39M | 0.80% | −972−8.2% | Reduced |
| Karp Capital Management Corp | 11,001 | $4.41M | 0.65% | +1,302+13.4% | Added |
| Naples Global Advisors, LLC | 11,012 | $4.41M | 0.61% | −39−0.4% | Reduced |
| Balasa Dinverno & Foltz LLC | 11,039 | $4.42M | 0.32% | +675+6.5% | Added |
| CAPROCK Group, Inc. | 11,067 | $4.43M | 0.40% | +601+5.7% | Added |
| Balyasny Asset Management LLC | 11,067 | $4.43M | 0.02% | +11,067 | New |
| Private Trust Co NA | 11,082 | $4.44M | 0.67% | +114+1.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,088 | $4.44M | 1.13% | +6,531+143.3% | Added |
| Strategic Financial Services, Inc, | 11,150 | $4.46M | 0.35% | −399−3.5% | Reduced |
| Plancorp, LLC | 11,157 | $4.47M | 0.35% | −30−0.3% | Reduced |
| Advisory Services Network, LLC | 11,221 | $4.49M | 0.14% | +379+3.5% | Added |
| Broderick Brian C | 11,224 | $4.49M | 1.19% | +1,037+10.2% | Added |
| Bristlecone Advisors, LLC | 11,231 | $4.50M | 0.61% | +161+1.5% | Added |
| Institutional & Family Asset Management, LLC | 11,239 | $4.50M | 0.75% | +781+7.5% | Added |
| Culbertson A N & Co Inc | 11,258 | $4.51M | 0.94% | +280+2.6% | Added |
| Gamble Jones Investment Counsel | 11,263 | $4.51M | 0.29% | −100−0.9% | Reduced |
| Wrapmanager Inc | 11,265 | $4.51M | 1.16% | +134+1.2% | Added |
| Tower Bridge Advisors | 11,286 | $4.52M | 0.30% | +1,750+18.4% | Added |
| Global Retirement Partners, LLC | 11,317 | $4.53M | 0.46% | +318+2.9% | Added |
| Asset Dedication, LLC | 11,374 | $4.54M | 0.68% | +2,295+25.3% | Added |
| Annex Advisory Services, LLC | 11,376 | $4.56M | 0.37% | +3,552+45.4% | Added |
| Bray Capital Advisors | 11,390 | $4.56M | 1.17% | +126+1.1% | Added |
| Geneos Wealth Management Inc. | 11,145 | $4.56M | 0.18% | −1,566−12.3% | Reduced |
| Puzo Michael J | 11,395 | $4.56M | 1.42% | −150−1.3% | Reduced |
| Virtue Capital Management, LLC | 11,444 | $4.58M | 0.92% | −197−1.7% | Reduced |
| Kidder Stephen W | 11,445 | $4.58M | 1.41% | +53+0.5% | Added |
| CX Institutional | 11,485 | $4.60M | 0.38% | −5,399−32.0% | Reduced |
| Keeler Thomas Management LLC | 11,490 | $4.60M | 2.25% | −64−0.6% | Reduced |
| Triasima Portfolio Management inc. | 11,490 | $4.60M | 0.22% | +2,000+21.1% | Added |
| Barbara Oil Co. | 11,500 | $4.61M | 2.12% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 11,501 | $4.61M | 1.51% | +134+1.2% | Added |
| Belpointe Asset Management LLC | 11,529 | $4.62M | 0.33% | +887+8.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,568 | $4.63M | 0.25% | −1,092−8.6% | Reduced |
| Winton Group Ltd | 11,621 | $4.65M | 0.25% | +10,173+702.6% | Added |
| Kestra Private Wealth Services, LLC | 11,625 | $4.66M | 0.28% | +191+1.7% | Added |
| Harbour Investments, Inc. | 11,625 | $4.66M | 0.15% | +948+8.9% | Added |
| Parallel Advisors, LLC | 11,642 | $4.66M | 0.20% | +1,254+12.1% | Added |
| Capital Analysts, LLC | 11,652 | $4.67M | 0.31% | −245−2.1% | Reduced |
| Fundamentun, LLC | 11,665 | $4.67M | 1.29% | +750+6.9% | Added |
| Resources Management Corp | 11,670 | $4.67M | 0.66% | −19−0.2% | Reduced |
| Advisors Capital Management, LLC | 11,674 | $4.67M | 0.15% | +1,864+19.0% | Added |
| IFP Advisors, Inc | 11,768 | $4.71M | 0.10% | +356+3.1% | Added |
| Tradition Wealth Management, LLC | 11,874 | $4.75M | 0.71% | +1,103+10.2% | Added |
| Jaffetilchin Investment Partners, LLC | 12,556 | $4.76M | 0.33% | +6,380+103.3% | Added |
| Sonora Investment Management, LLC | 11,900 | $4.76M | 0.62% | +1,412+13.5% | Added |
| Pinnacle Holdings, LLC | 11,912 | $4.77M | 2.19% | −53−0.4% | Reduced |
| Connable Office Inc | 11,974 | $4.79M | 0.66% | −188−1.5% | Reduced |
| Ally Financial Inc. | 12,000 | $4.80M | 0.48% | 00.0% | Unchanged |
| Mount Lucas Management LP | 12,017 | $4.81M | 1.41% | +1,669+16.1% | Added |
| Stratos Wealth Partners, LTD. | 12,023 | $4.82M | 0.12% | +310+2.6% | Added |
| HBW Advisory Services LLC | 12,049 | $4.83M | 1.27% | +478+4.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,165 | $4.87M | 0.49% | −17−0.1% | Reduced |
| Bank of New Hampshire | 12,163 | $4.87M | 1.30% | +12,163 | New |
| Lountzis Asset Management, LLC | 12,167 | $4.87M | 2.97% | −270−2.2% | Reduced |
| Paradigm Financial Partners, LLC | 12,164 | $4.87M | 1.21% | +386+3.3% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,167 | $4.87M | 1.79% | +51+0.4% | Added |
| West Family Investments, Inc. | 12,172 | $4.87M | 1.36% | +2,808+30.0% | Added |
| First Mercantile Trust Co | 12,216 | $4.89M | 0.58% | −1,546−11.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 12,221 | $4.89M | 1.60% | −851−6.5% | Reduced |
| Marietta Wealth Management, LLC | 12,323 | $4.93M | 1.11% | +1,159+10.4% | Added |
| Pallas Capital Advisors LLC | 11,705 | $4.93M | 0.69% | +2,111+22.0% | Added |
| Banco de Sabadell, S.A | 12,351 | $4.95M | 3.30% | −49,596−80.1% | Reduced |
| Berkshire Asset Management LLC | 12,378 | $4.96M | 0.33% | +2,435+24.5% | Added |
| Jasper Ridge Partners, L.P. | 12,405 | $4.97M | 0.25% | +30+0.2% | Added |
| Asio Capital, LLC | 12,492 | $5.00M | 1.77% | +289+2.4% | Added |
| Frontier Wealth Management LLC | 12,510 | $5.01M | 0.35% | +685+5.8% | Added |
| Exchange Traded Concepts, LLC | 12,550 | $5.03M | 0.16% | +12,550 | New |
| Chicago Trust Co NA | 12,594 | $5.04M | 1.19% | +3,149+33.3% | Added |
| HGK Asset Management Inc | 12,631 | $5.06M | 1.61% | −801−6.0% | Reduced |
| J. W. Coons Advisors, LLC | 12,643 | $5.06M | 1.79% | −259−2.0% | Reduced |
| Montag A & Associates Inc | 12,652 | $5.07M | 0.27% | −293−2.3% | Reduced |
| Integrated Wealth Concepts LLC | 12,747 | $5.11M | 0.18% | +365+2.9% | Added |
| Sowell Financial Services LLC | 12,753 | $5.11M | 0.34% | −2,840−18.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,863 | $5.15M | 0.19% | +39+0.3% | Added |
| Monetary Management Group Inc | 12,880 | $5.16M | 1.55% | −2,930−18.5% | Reduced |
| Dynamic Advisor Solutions LLC | 12,881 | $5.16M | 0.41% | +96+0.8% | Added |
| Hotaling Investment Management, LLC | 12,900 | $5.17M | 2.10% | −78−0.6% | Reduced |
| Credit Agricole S A | 12,921 | $5.17M | 0.17% | −726−5.3% | Reduced |
| Bowen Hanes & Co Inc | 12,925 | $5.18M | 0.16% | +12,925 | New |
| Bryn Mawr Trust Co | 12,949 | $5.19M | 0.20% | +634+5.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $5.21M | 1.45% | 00.0% | Unchanged |
| Accredited Investors Inc. | 13,014 | $5.21M | 0.53% | +77+0.6% | Added |