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 |
|---|---|---|---|---|---|
| WESPAC Advisors SoCal, LLC | 20,292 | $8.13M | 2.70% | −7,190−26.2% | Reduced |
| Citizens Business Bank | 20,303 | $8.13M | 1.07% | −960−4.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 20,391 | $8.16M | 1.02% | +1,966+10.7% | Added |
| Leavell Investment Management, Inc. | 21,947 | $8.17M | 0.67% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 20,484 | $8.20M | 1.80% | +236+1.2% | Added |
| Arrowstreet Capital, Limited Partnership | 20,528 | $8.22M | 0.01% | +7,900+62.6% | Added |
| BBVA USA | 20,611 | $8.25M | 0.46% | +20,611 | New |
| KMG Fiduciary Partners, LLC | 20,707 | $8.29M | 1.46% | +350+1.7% | Added |
| Usca Ria LLC | 20,730 | $8.30M | 0.50% | −4,857−19.0% | Reduced |
| Evoke Wealth, LLC | 20,763 | $8.31M | 0.32% | +218+1.1% | Added |
| Estabrook Capital Management | 20,785 | $8.32M | 1.26% | −294−1.4% | Reduced |
| Synergy Financial Management, LLC | 20,857 | $8.35M | 2.21% | +3,327+19.0% | Added |
| Copeland Capital Management, LLC | 20,869 | $8.36M | 0.25% | +355+1.7% | Added |
| MainStreet Investment Advisors LLC | 21,176 | $8.48M | 0.72% | −2,275−9.7% | Reduced |
| Everence Capital Management Inc | 21,200 | $8.49M | 0.70% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 21,261 | $8.51M | 0.27% | −3,507−14.2% | Reduced |
| St Germain D J Co Inc | 21,295 | $8.53M | 0.54% | +182+0.9% | Added |
| Sargent Bickham Lagudis LLC | 21,393 | $8.57M | 0.70% | −272−1.3% | Reduced |
| Tocqueville Asset Management L.P. | 21,415 | $8.57M | 0.12% | −718−3.2% | Reduced |
| Point72 Hong Kong Ltd | 21,458 | $8.59M | 0.59% | +21,458 | New |
| Arden Trust Co | 21,481 | $8.60M | 1.41% | −1,894−8.1% | Reduced |
| Core Alternative Capital | 21,500 | $8.61M | 2.00% | +2,492+13.1% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 21,580 | $8.64M | 0.19% | +1,969+10.0% | Added |
| RNC Capital Management LLC | 21,612 | $8.65M | 0.46% | +196+0.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 21,625 | $8.66M | 0.44% | +306+1.4% | Added |
| Wedge Capital Management L L P | 21,637 | $8.66M | 0.11% | −964−4.3% | Reduced |
| Exencial Wealth Advisors, LLC | 21,670 | $8.68M | 0.47% | −10.0% | Reduced |
| Homrich & Berg | 21,690 | $8.69M | 0.20% | +1,532+7.6% | Added |
| Pensionfund DSM Netherlands | 21,800 | $8.73M | 1.12% | −1,500−6.4% | Reduced |
| Vestor Capital, LLC | 21,919 | $8.78M | 0.92% | +6,975+46.7% | Added |
| Morse Asset Management, Inc | 21,983 | $8.80M | 2.13% | −1,665−7.0% | Reduced |
| Gifford Fong Associates | 22,000 | $8.81M | 1.71% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 22,126 | $8.86M | 1.54% | −1,672−7.0% | Reduced |
| Fulcrum Capital LLC | 22,149 | $8.87M | 2.23% | +623+2.9% | Added |
| Nomura Holdings Inc | 22,078 | $8.88M | 0.07% | +17,704+404.8% | Added |
| Glenview Trust Co | 22,224 | $8.90M | 0.34% | +300+1.4% | Added |
| Beacon Pointe Advisors, LLC | 22,302 | $8.93M | 0.32% | +15,190+213.6% | Added |
| Spearhead Capital Advisors, LLC | 22,446 | $8.99M | 1.22% | +278+1.3% | Added |
| Independent Advisor Alliance | 22,678 | $9.08M | 0.50% | +390+1.7% | Added |
| First Quadrant L P | 22,737 | $9.11M | 1.05% | −7,827−25.6% | Reduced |
| Terry L. Blaker | 22,840 | $9.15M | 0.59% | −137−0.6% | Reduced |
| Sigma Planning Corp | 22,847 | $9.15M | 0.27% | +635+2.9% | Added |
| Wetherby Asset Management Inc | 22,924 | $9.18M | 0.56% | +688+3.1% | Added |
| Central Bank & Trust Co | 22,971 | $9.20M | 1.49% | −107−0.5% | Reduced |
| Somerville Kurt F | 22,970 | $9.20M | 1.37% | +79+0.3% | Added |
| Woodline Partners LP | 23,014 | $9.22M | 0.17% | +6,841+42.3% | Added |
| River & Mercantile Asset Management LLP | 23,154 | $9.27M | 0.60% | −2,800−10.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 23,181 | $9.28M | 1.08% | −90.0% | Reduced |
| American Portfolios Advisors | 23,291 | $9.33M | 0.36% | +511+2.2% | Added |
| Segment Wealth Management, LLC | 23,329 | $9.34M | 1.11% | +631+2.8% | Added |
| L & S Advisors Inc | 23,348 | $9.35M | 1.01% | +12,000+105.7% | Added |
| Goelzer Investment Management, Inc. | 23,449 | $9.39M | 0.78% | −277−1.2% | Reduced |
| Motley Fool Asset Management LLC | 23,504 | $9.41M | 0.62% | +3,202+15.8% | Added |
| Profund Advisors LLC | 23,834 | $9.54M | 0.32% | +1,123+4.9% | Added |
| Ethic Inc. | 23,862 | $9.55M | 1.16% | +6,539+37.7% | Added |
| IndexIQ Advisors LLC | 24,115 | $9.66M | 0.33% | +175+0.7% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 24,168 | $9.68M | 0.02% | −116,764−82.9% | Reduced |
| Redpoint Investment Management Pty Ltd | 24,417 | $9.78M | 0.80% | −903−3.6% | Reduced |
| Highlander Capital Management, LLC | 24,440 | $9.79M | 4.89% | 00.0% | Unchanged |
| Muhlenkamp & Co Inc | 24,453 | $9.79M | 3.59% | +41+0.2% | Added |
| Cohen Klingenstein LLC | 24,500 | $9.81M | 0.42% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 24,501 | $9.81M | 1.15% | +686+2.9% | Added |
| First Citizens Bank & Trust Co | 24,505 | $9.81M | 0.47% | −1,137−4.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 24,562 | $9.84M | 1.04% | −922−3.6% | Reduced |
| First National Bank of Omaha | 26,518 | $9.87M | 0.51% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 24,756 | $9.91M | 1.18% | +528+2.2% | Added |
| Bright Rock Capital Management, LLC | 24,938 | $9.99M | 2.40% | 00.0% | Unchanged |
| Wedbush Securities Inc | 24,946 | $9.99M | 0.47% | +53+0.2% | Added |
| Level Four Advisory Services, LLC | 25,015 | $10.0M | 0.69% | +2,097+9.2% | Added |
| Heritage Trust Co | 25,172 | $10.1M | 1.44% | −905−3.5% | Reduced |
| Banque Cantonale Vaudoise | 25,187 | $10.1M | 0.45% | +508+2.1% | Added |
| American National Bank | 25,345 | $10.1M | 2.17% | −12,829−33.6% | Reduced |
| D L Carlson Investment Group Inc | 25,407 | $10.2M | 1.76% | −76−0.3% | Reduced |
| Catalyst Capital Advisors LLC | 25,703 | $10.3M | 0.51% | −700−2.7% | Reduced |
| Telemus Capital, LLC | 25,734 | $10.3M | 0.74% | −1,369−5.1% | Reduced |
| Gotham Asset Management, LLC | 25,890 | $10.4M | 0.44% | +1,748+7.2% | Added |
| Stonnington Group, LLC | 25,463 | $10.4M | 2.32% | −790−3.0% | Reduced |
| Ledyard National Bank | 26,193 | $10.5M | 1.07% | −46−0.2% | Reduced |
| Bridgeway Capital Management, LLC | 26,250 | $10.5M | 0.19% | −1,600−5.7% | Reduced |
| Cresset Asset Management, LLC | 26,370 | $10.6M | 0.15% | +3,430+15.0% | Added |
| St. James Investment Company, LLC | 26,504 | $10.6M | 1.47% | −2,061−7.2% | Reduced |
| IBM Retirement Fund | 26,512 | $10.6M | 0.83% | −5,628−17.5% | Reduced |
| Grimes & Company, Inc. | 26,520 | $10.6M | 0.46% | +144+0.5% | Added |
| Argent Trust Co | 26,528 | $10.6M | 0.70% | +89+0.3% | Added |
| Vestcor Inc | 26,612 | $10.7M | 0.36% | −1,797−6.3% | Reduced |
| Quadrature Capital Ltd | 26,890 | $10.8M | 0.41% | +2,701+11.2% | Added |
| Forbes J M & Co LLP | 27,339 | $10.9M | 1.38% | −17−0.1% | Reduced |
| Arnhold LLC | 27,388 | $11.0M | 1.24% | −2,690−8.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 27,491 | $11.0M | 0.43% | +1,212+4.6% | Added |
| Sivik Global Healthcare LLC | 27,500 | $11.0M | 3.70% | +7,500+37.5% | Added |
| Kornitzer Capital Management Inc | 27,527 | $11.0M | 0.17% | −3,999−12.7% | Reduced |
| Illinois Municipal Retirement Fund | 27,545 | $11.0M | 0.45% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 27,593 | $11.0M | 0.23% | +1,627+6.3% | Added |
| Marks Group Wealth Management, Inc | 27,738 | $11.1M | 1.53% | −621−2.2% | Reduced |
| Madison Asset Management, LLC | 27,970 | $11.2M | 0.15% | +1,516+5.7% | Added |
| King Wealth | 27,980 | $11.2M | 2.29% | +292+1.1% | Added |
| Bamco Inc | 27,985 | $11.2M | 0.03% | +4,199+17.7% | Added |
| Schmidt P J Investment Management Inc | 27,071 | $11.3M | 2.26% | +74+0.3% | Added |
| Conning Inc. | 28,339 | $11.3M | 0.33% | −2,883−9.2% | Reduced |
| Leuthold Group, LLC | 28,341 | $11.3M | 1.39% | −492−1.7% | Reduced |