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 |
|---|---|---|---|---|---|
| Pegasus Partners Ltd. | 13,035 | $5.22M | 1.02% | −1,391−9.6% | Reduced |
| Handelsinvest Investeringsforvaltning | 13,061 | $5.23M | 0.58% | −800−5.8% | Reduced |
| NBT Bank N A | 13,072 | $5.23M | 0.72% | −146−1.1% | Reduced |
| Apollon Wealth Management, LLC | 13,084 | $5.24M | 0.94% | −1,801−12.1% | Reduced |
| Benson Investment Management Company, Inc. | 13,122 | $5.25M | 2.68% | +150+1.2% | Added |
| Trust Co of Vermont | 13,124 | $5.26M | 0.37% | +245+1.9% | Added |
| Altium Wealth Management LLC | 13,139 | $5.26M | 0.39% | +101+0.8% | Added |
| Horizon Investment Services, LLC | 13,174 | $5.28M | 2.59% | +132+1.0% | Added |
| High Note Wealth, LLC | 13,181 | $5.28M | 1.92% | −479−3.5% | Reduced |
| Mizuho Securities USA LLC | 13,187 | $5.28M | 0.43% | −10,659−44.7% | Reduced |
| Busey Wealth Management | 13,189 | $5.28M | 0.25% | −173−1.3% | Reduced |
| Acropolis Investment Management, LLC | 13,196 | $5.28M | 0.51% | −195−1.5% | Reduced |
| Hohimer Wealth Management, LLC | 13,214 | $5.29M | 1.08% | +1,171+9.7% | Added |
| Wealth Advisory Solutions, LLC | 13,213 | $5.29M | 1.26% | −65−0.5% | Reduced |
| Shelton Capital Management | 13,224 | $5.29M | 0.20% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 13,250 | $5.31M | 4.03% | +29+0.2% | Added |
| Coastline Trust Co | 13,260 | $5.31M | 0.66% | −1,240−8.6% | Reduced |
| Reliant Investment Management, LLC | 13,289 | $5.32M | 2.45% | −35−0.3% | Reduced |
| Capital Planning Advisors, LLC | 13,299 | $5.33M | 1.09% | +34+0.3% | Added |
| Parkside Investments, LLC | 13,307 | $5.33M | 1.03% | −652−4.7% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 13,374 | $5.34M | 0.16% | −302−2.2% | Reduced |
| Pictet Bank & Trust Ltd | 13,400 | $5.37M | 3.01% | −3,100−18.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 13,409 | $5.37M | 0.13% | −135−1.0% | Reduced |
| Kames Capital plc | 13,411 | $5.37M | 0.08% | +13,411 | New |
| Northstar Investment Advisors LLC | 13,063 | $5.38M | 0.71% | +11,291+637.2% | Added |
| Highland Capital Management, LLC | 13,478 | $5.40M | 0.32% | −5,182−27.8% | Reduced |
| Ibex Wealth Advisors | 13,496 | $5.40M | 1.08% | +599+4.6% | Added |
| Consolidated Investment Group LLC | 13,500 | $5.41M | 0.90% | 00.0% | Unchanged |
| First Interstate Bank | 13,540 | $5.42M | 0.57% | +13,540 | New |
| EFG Asset Management (Americas) Corp. | 13,504 | $5.42M | 1.01% | +278+2.1% | Added |
| Ballast, Inc. | 13,574 | $5.43M | 2.29% | +445+3.4% | Added |
| TCTC Holdings, LLC | 13,620 | $5.45M | 0.25% | +72+0.5% | Added |
| Madison Wealth Management | 13,624 | $5.46M | 1.20% | +253+1.9% | Added |
| Empirical Finance, LLC | 13,622 | $5.46M | 0.89% | +3,893+40.0% | Added |
| Brookstone Capital Management | 13,142 | $5.50M | 0.10% | +4,756+56.7% | Added |
| Broadleaf Partners, LLC | 13,826 | $5.54M | 1.92% | −437−3.1% | Reduced |
| Ninety One North America, Inc. | 13,910 | $5.57M | 0.26% | −254−1.8% | Reduced |
| Tiger Eye Capital LLC | 13,966 | $5.59M | 1.43% | +11,300+423.9% | Added |
| Capital Investment Advisors, LLC | 13,968 | $5.59M | 0.19% | +1,056+8.2% | Added |
| Boston Financial Mangement LLC | 13,972 | $5.59M | 0.23% | −124−0.9% | Reduced |
| Sandy Spring Bank | 14,005 | $5.61M | 0.30% | +8+0.1% | Added |
| Blue Fin Capital, Inc. | 14,066 | $5.63M | 1.74% | −470−3.2% | Reduced |
| Toroso Investments, LLC | 14,080 | $5.64M | 0.22% | +9,763+226.2% | Added |
| Goodwin Daniel L | 14,110 | $5.65M | 2.69% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 14,235 | $5.70M | 0.44% | +36+0.3% | Added |
| S&T Bank | 14,301 | $5.73M | 0.89% | +632+4.6% | Added |
| King Luther Capital Management Corp | 14,337 | $5.74M | 0.03% | +294+2.1% | Added |
| Symmetry Partners, LLC | 14,384 | $5.76M | 0.38% | −3,352−18.9% | Reduced |
| Marshall Wace, LLP | 14,387 | $5.76M | 0.03% | −17,348−54.7% | Reduced |
| Blue Edge Capital, LLC | 14,395 | $5.76M | 1.20% | −279−1.9% | Reduced |
| Smithbridge Asset Management Inc | 14,421 | $5.78M | 1.88% | +125+0.9% | Added |
| Stokes Capital Advisors, LLC | 14,441 | $5.78M | 1.90% | +1,752+13.8% | Added |
| YorkBridge Wealth Partners, LLC | 14,474 | $5.80M | 1.51% | +197+1.4% | Added |
| Marino, Stram & Associates LLC | 14,474 | $5.80M | 1.51% | +13,866+2,280.6% | Added |
| Perkins Coie Trust Co | 14,562 | $5.83M | 1.79% | −17−0.1% | Reduced |
| Riverpark Capital Management LLC | 14,586 | $5.84M | 2.32% | 00.0% | Unchanged |
| Jefferies Group LLC | 14,640 | $5.86M | 0.10% | −99,921−87.2% | Reduced |
| Eudaimonia Partners, LLC | 14,678 | $5.88M | 1.10% | −2,388−14.0% | Reduced |
| First Hawaiian Bank | 14,701 | $5.89M | 0.24% | −5,281−26.4% | Reduced |
| Bowling Portfolio Management LLC | 14,708 | $5.89M | 1.32% | +6,358+76.1% | Added |
| GPM Growth Investors, Inc. | 14,762 | $5.91M | 3.11% | −44−0.3% | Reduced |
| Signaturefd, LLC | 14,795 | $5.92M | 0.24% | +1,179+8.7% | Added |
| Optimum Investment Advisors | 14,816 | $5.93M | 1.85% | −2,132−12.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 14,877 | $5.96M | 0.91% | −524−3.4% | Reduced |
| Johanson Financial Advisors, Inc. | 14,219 | $5.97M | 2.02% | +628+4.6% | Added |
| Fieldpoint Private Securities, LLC | 14,510 | $5.97M | 1.31% | +185+1.3% | Added |
| Armstrong Shaw Associates Inc | 14,939 | $5.98M | 5.20% | −489−3.2% | Reduced |
| Integrated Advisors Network LLC | 14,946 | $5.99M | 0.44% | +293+2.0% | Added |
| Orion Portfolio Solutions, LLC | 14,983 | $6.00M | 0.24% | +2,023+15.6% | Added |
| Cunning Capital Partners, LP | 15,000 | $6.01M | 3.22% | 00.0% | Unchanged |
| SOL Capital Management CO | 15,016 | $6.01M | 1.19% | −1,110−6.9% | Reduced |
| AMG National Trust Bank | 15,026 | $6.02M | 0.19% | +217+1.5% | Added |
| Murphy Capital Management Inc | 15,127 | $6.06M | 0.69% | +824+5.8% | Added |
| Pensionfund Sabic | 15,200 | $6.09M | 1.30% | 00.0% | Unchanged |
| Alcosta Capital Management, Inc. | 15,203 | $6.09M | 3.75% | +1,136+8.1% | Added |
| Icon Advisers Inc | 15,219 | $6.09M | 0.99% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 15,295 | $6.13M | 0.25% | +411+2.8% | Added |
| Icon Wealth Partners, LLC | 15,308 | $6.13M | 0.66% | +721+4.9% | Added |
| HighPoint Advisor Group LLC | 15,318 | $6.13M | 0.62% | +2,799+22.4% | Added |
| Lester Murray Antman dba SimplyRich | 15,341 | $6.14M | 2.82% | +42+0.3% | Added |
| Bluefin Capital Management, LLC | 15,342 | $6.14M | 0.43% | +8,902+138.2% | Added |
| Avitas Wealth Management LLC | 15,363 | $6.15M | 1.10% | +397+2.7% | Added |
| Evergreen Capital Management LLC | 15,382 | $6.16M | 0.29% | +50+0.3% | Added |
| Quantbot Technologies LP | 15,384 | $6.16M | 0.48% | +15,384 | New |
| BOK Financial Private Wealth, Inc. | 15,384 | $6.16M | 0.50% | +578+3.9% | Added |
| KCM Investment Advisors LLC | 15,390 | $6.16M | 0.25% | +248+1.6% | Added |
| Rothschild Capital Partners, LLC | 15,394 | $6.16M | 1.97% | −304−1.9% | Reduced |
| Parkwood LLC | 15,403 | $6.17M | 1.08% | +2,464+19.0% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 15,498 | $6.17M | 0.80% | +204+1.3% | Added |
| Kovitz Investment Group Partners, LLC | 15,415 | $6.17M | 0.12% | +1,624+11.8% | Added |
| HBK Sorce Advisory LLC | 15,422 | $6.18M | 0.34% | +278+1.8% | Added |
| Harbour Capital Advisors, LLC | 15,443 | $6.18M | 1.66% | +115+0.8% | Added |
| Mid Atlantic Financial Management Inc | 15,523 | $6.22M | 0.42% | +329+2.2% | Added |
| Cape Cod Five Cents Savings Bank | 15,526 | $6.22M | 0.64% | −280−1.8% | Reduced |
| Schnieders Capital Management LLC | 15,585 | $6.24M | 1.70% | +1,455+10.3% | Added |
| Fragasso Group Inc. | 15,626 | $6.26M | 0.84% | +1,526+10.8% | Added |
| Guardian Capital Advisors LP | 15,308 | $6.27M | 0.64% | +885+6.1% | Added |
| Eagle Capital Management, LLC | 15,682 | $6.28M | 1.78% | −568−3.5% | Reduced |
| Marshall & Sullivan Inc | 15,698 | $6.29M | 3.49% | +47+0.3% | Added |
| Sepio Capital, LP | 15,727 | $6.30M | 0.53% | +10,823+220.7% | Added |