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 |
|---|---|---|---|---|---|
| Arjuna Capital | 15,801 | $6.33M | 2.73% | +207+1.3% | Added |
| Arrow Financial Corp | 15,847 | $6.35M | 0.80% | −944−5.6% | Reduced |
| Ayrshire Capital Management LLC | 15,847 | $6.35M | 3.57% | −109−0.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 15,914 | $6.37M | 0.53% | −48−0.3% | Reduced |
| Sigma Investment Counselors Inc | 15,916 | $6.37M | 0.48% | −62−0.4% | Reduced |
| First Midwest Bank Trust Division | 15,922 | $6.38M | 0.86% | −798−4.8% | Reduced |
| Pitcairn Co | 15,948 | $6.39M | 0.43% | −539−3.3% | Reduced |
| Equitable Trust Co | 15,993 | $6.40M | 0.41% | +154+1.0% | Added |
| Minot Wealth Management LLC | 15,303 | $6.41M | 1.40% | +1,404+10.1% | Added |
| GHP Investment Advisors, Inc. | 16,000 | $6.41M | 0.52% | −36−0.2% | Reduced |
| Anchor Investment Management, LLC | 16,023 | $6.42M | 0.89% | +1,031+6.9% | Added |
| PKO Investment Management Joint-Stock Co | 16,045 | $6.43M | 0.81% | +5,990+59.6% | Added |
| Elk River Wealth Management, LLC | 16,066 | $6.43M | 1.67% | +231+1.5% | Added |
| Buckingham Strategic Wealth, LLC | 16,096 | $6.45M | 0.16% | −1,100−6.4% | Reduced |
| Liberty Capital Management, Inc. | 16,123 | $6.46M | 1.96% | −190−1.2% | Reduced |
| Executive Wealth Management, LLC | 16,146 | $6.46M | 0.71% | +1,373+9.3% | Added |
| Richard Bernstein Advisors LLC | 16,234 | $6.50M | 0.13% | 00.0% | Unchanged |
| Meritage Portfolio Management | 16,371 | $6.56M | 0.40% | +489+3.1% | Added |
| Scholtz & Company, LLC | 16,384 | $6.56M | 2.24% | +468+2.9% | Added |
| Decatur Capital Management, Inc. | 16,399 | $6.57M | 2.05% | 00.0% | Unchanged |
| Winmill & Co. Inc | 16,475 | $6.60M | 2.37% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 16,496 | $6.61M | 0.04% | +1,283+8.4% | Added |
| Asset Planning Services Inc | 16,510 | $6.61M | 3.82% | +85+0.5% | Added |
| Alexandria Capital, LLC | 16,516 | $6.61M | 0.61% | −28−0.2% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 16,549 | $6.63M | 3.41% | +178+1.1% | Added |
| Spinnaker Trust | 16,642 | $6.66M | 0.46% | +195+1.2% | Added |
| Kings Point Capital Management | 16,643 | $6.67M | 0.61% | +688+4.3% | Added |
| Wright Investors Service Inc | 16,844 | $6.75M | 1.83% | +658+4.1% | Added |
| Mattern Capital Management, LLC | 16,936 | $6.78M | 1.34% | +382+2.3% | Added |
| Avantax Advisory Services, Inc. | 16,989 | $6.80M | 0.12% | +764+4.7% | Added |
| Great Valley Advisor Group, Inc. | 17,507 | $6.83M | 0.50% | +503+3.0% | Added |
| Thompson Investment Management, Inc. | 17,050 | $6.83M | 0.99% | +1,627+10.5% | Added |
| Stolper Co | 17,067 | $6.83M | 3.22% | −80.0% | Reduced |
| Lincoln Capital Corp | 17,093 | $6.84M | 3.90% | +515+3.1% | Added |
| Chemung Canal Trust Co | 17,244 | $6.91M | 1.32% | −663−3.7% | Reduced |
| Brown Brothers Harriman & Co | 17,248 | $6.91M | 0.04% | +1,310+8.2% | Added |
| Greystone Financial Group, LLC | 17,286 | $6.92M | 1.72% | +95+0.6% | Added |
| World Asset Management Inc | 17,446 | $6.99M | 0.64% | −802−4.4% | Reduced |
| Toth Financial Advisory Corp | 17,469 | $7.00M | 1.07% | +211+1.2% | Added |
| Meridian Wealth Management, LLC | 17,544 | $7.03M | 0.90% | +361+2.1% | Added |
| Autus Asset Management, LLC | 17,541 | $7.03M | 0.77% | +1,559+9.8% | Added |
| Weatherly Asset Management L. P. | 17,612 | $7.05M | 0.89% | −33−0.2% | Reduced |
| Empire Life Investments Inc. | 17,614 | $7.05M | 0.45% | +121+0.7% | Added |
| Citizens National Bank Trust Department | 17,630 | $7.06M | 2.02% | −50.0% | Reduced |
| Barings LLC | 17,676 | $7.08M | 0.16% | −502−2.8% | Reduced |
| JustInvest LLC | 17,694 | $7.08M | 0.74% | +2,224+14.4% | Added |
| Connors Investor Services Inc | 17,700 | $7.09M | 0.74% | +685+4.0% | Added |
| Roundview Capital LLC | 17,775 | $7.12M | 0.79% | +1,187+7.2% | Added |
| EULAV Asset Management | 17,808 | $7.13M | 0.19% | +30.0% | Added |
| Cozad Asset Management Inc | 17,987 | $7.20M | 1.13% | −1,544−7.9% | Reduced |
| Corient Capital Partners, LLC | 18,089 | $7.24M | 0.53% | +334+1.9% | Added |
| Cetera Advisors LLC | 18,087 | $7.24M | 0.17% | +482+2.7% | Added |
| Private Advisory Group LLC | 18,122 | $7.26M | 1.84% | +1,447+8.7% | Added |
| Oakwood Capital Management LLC | 18,185 | $7.28M | 1.88% | −658−3.5% | Reduced |
| Princeton Global Asset Management LLC | 18,207 | $7.29M | 2.22% | +59+0.3% | Added |
| JCIC Asset Management Inc. | 14,698 | $7.30M | 1.88% | −380−2.5% | Reduced |
| Ninety One SA (PTY) Ltd | 18,298 | $7.30M | 2.67% | −361−1.9% | Reduced |
| Live Oak Private Wealth LLC | 18,286 | $7.32M | 1.62% | +243+1.3% | Added |
| Unified Trust Company, N.A. | 18,301 | $7.33M | 2.17% | +1,059+6.1% | Added |
| Ascent Wealth Partners, LLC | 18,338 | $7.34M | 1.40% | +208+1.1% | Added |
| Verition Fund Management LLC | 18,389 | $7.36M | 0.11% | +18,389 | New |
| Farmers & Merchants Trust Co of Long Beach | 18,461 | $7.39M | 2.01% | +54+0.3% | Added |
| Olstein Capital Management, L.P. | 18,500 | $7.41M | 0.93% | −3,500−15.9% | Reduced |
| Dana Investment Advisors, Inc. | 18,509 | $7.41M | 0.33% | −2,840−13.3% | Reduced |
| Burt Wealth Advisors | 18,534 | $7.42M | 2.68% | −62−0.3% | Reduced |
| Distillate Capital Partners LLC | 18,538 | $7.42M | 2.06% | −573−3.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 18,562 | $7.43M | 0.71% | −144−0.8% | Reduced |
| Fulton Bank, N.A. | 18,722 | $7.50M | 0.35% | −123−0.7% | Reduced |
| Chronos Wealth Management, LLC | 18,736 | $7.50M | 5.15% | −176−0.9% | Reduced |
| Greenleaf Trust | 18,765 | $7.51M | 0.09% | +710+3.9% | Added |
| Meiji Yasuda Life Insurance Co | 18,835 | $7.54M | 0.14% | +293+1.6% | Added |
| Stonebridge Capital Advisors LLC | 18,915 | $7.57M | 0.92% | +328+1.8% | Added |
| Contravisory Investment Management, Inc. | 18,962 | $7.59M | 2.24% | −180−0.9% | Reduced |
| Caldwell Trust Co | 18,976 | $7.60M | 0.99% | +244+1.3% | Added |
| Guardian Capital LP | 19,010 | $7.61M | 0.15% | +2,400+14.4% | Added |
| Kesler, Norman & Wride, LLC | 18,503 | $7.63M | 1.76% | +315+1.7% | Added |
| Fulcrum Asset Management LLP | – | $7.66M | 3.21% | – | – |
| BTC Capital Management, Inc. | 19,207 | $7.68M | 0.87% | −2,495−11.5% | Reduced |
| Cubic Asset Management, LLC | 19,248 | $7.71M | 1.90% | −142−0.7% | Reduced |
| WoodTrust Financial Corp | 19,248 | $7.71M | 2.03% | +426+2.3% | Added |
| Pathstone Family Office, LLC | 19,373 | $7.76M | 0.23% | +649+3.5% | Added |
| Advanced Asset Management Advisors Inc | 19,400 | $7.77M | 1.64% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 19,401 | $7.77M | 0.98% | +230+1.2% | Added |
| Focus Financial Network, Inc. | 19,495 | $7.81M | 1.04% | +156+0.8% | Added |
| Granite Investment Partners, LLC | 19,619 | $7.86M | 0.24% | −911−4.4% | Reduced |
| Greenline Partners, LLC | 19,646 | $7.87M | 1.61% | −982−4.8% | Reduced |
| Meeder Asset Management Inc | 19,711 | $7.89M | 0.37% | −10,343−34.4% | Reduced |
| Rafferty Asset Management, LLC | 19,715 | $7.89M | 0.05% | +1,596+8.8% | Added |
| Parsec Financial Management, Inc. | 19,745 | $7.91M | 0.37% | −52−0.3% | Reduced |
| Silvant Capital Management LLC | 19,811 | $7.93M | 1.25% | −313−1.6% | Reduced |
| Cypress Growth Fund III LP | 20,000 | $8.01M | 6.68% | 00.0% | Unchanged |
| Gabalex Capital Management LLC | 20,000 | $8.01M | 3.77% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 20,025 | $8.02M | 0.16% | +3,077+18.2% | Added |
| Motco | 20,041 | $8.03M | 0.53% | −611−3.0% | Reduced |
| Security National Bank | 20,069 | $8.04M | 2.12% | +413+2.1% | Added |
| Cambridge Financial Group, Inc. | 20,114 | $8.05M | 3.44% | −344−1.7% | Reduced |
| Alerus Financial NA | 20,128 | $8.06M | 0.81% | −3,367−14.3% | Reduced |
| B. Riley Wealth Management, Inc. | 20,140 | $8.06M | 0.89% | −81−0.4% | Reduced |
| Greenwich Wealth Management LLC | 20,271 | $8.12M | 0.69% | −150−0.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 20,282 | $8.12M | 1.20% | −278−1.4% | Reduced |