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; 3,394 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 | 3,394 | $325.1B |
| Q1 2026 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| CKW Financial Group | 200 | $81.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 210 | $84.0K | 0.03% | +1+0.5% | Added |
| Itau Unibanco Holding S.A. | 212 | $85.0K | 0.00% | +212 | New |
| Lowe Wealth Advisors, LLC | 215 | $86.0K | 0.04% | 00.0% | Unchanged |
| Orion Capital Management LLC | 220 | $88.0K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 220 | $88.0K | 0.02% | +33+17.6% | Added |
| Norway Savings Bank | 222 | $89.0K | 0.04% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 222 | $89.0K | 0.05% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 225 | $90.0K | 0.04% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 223 | $90.0K | 0.06% | 00.0% | Unchanged |
| Firestone Capital Management | 227 | $91.0K | 0.03% | 00.0% | Unchanged |
| Personal Wealth Partners | 227 | $91.0K | 0.04% | +227 | New |
| Paragon Wealth Strategies, LLC | 239 | $96.0K | 0.03% | +239 | New |
| Riggs Asset Managment Co. Inc. | 247 | $99.0K | 0.03% | +47+23.5% | Added |
| Resolute Partners Group | 248 | $99.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 248 | $99.0K | 0.04% | +248 | New |
| Savior LLC | 253 | $101.0K | 0.08% | −66−20.7% | Reduced |
| Arlington Partners LLC | 261 | $105.0K | 0.04% | 00.0% | Unchanged |
| First PREMIER Bank | 265 | $106.0K | 0.03% | +200+307.7% | Added |
| Winch Advisory Services, LLC | 269 | $108.0K | 0.04% | +1+0.4% | Added |
| TD Capital Management LLC | 276 | $110.0K | 0.01% | +40+16.9% | Added |
| NewSquare Capital LLC | 279 | $112.0K | 0.01% | +151+118.0% | Added |
| TFC Financial Management | 282 | $113.0K | 0.04% | 00.0% | Unchanged |
| Roth Financial Partners LLC | 292 | $117.0K | 0.09% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 300 | $120.0K | 0.08% | 00.0% | Unchanged |
| Burleson & Company, LLC | 302 | $121.0K | 0.02% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 305 | $122.1K | 0.08% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 317 | $127.0K | 0.09% | +127+66.8% | Added |
| Solstein Capital, LLC | 320 | $128.0K | 0.16% | +7+2.2% | Added |
| Tradewinds Capital Management, LLC | 322 | $129.0K | 0.02% | +24+8.1% | Added |
| TSFG, LLC | 325 | $130.0K | 0.05% | +6+1.9% | Added |
| Focused Wealth Management, Inc | 333 | $133.0K | 0.02% | +1+0.3% | Added |
| Sound Income Strategies, LLC | 335 | $134.0K | 0.02% | −3−0.9% | Reduced |
| Rowland & Co Investment Counsel | 337 | $134.9K | 0.03% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 342 | $137.0K | 0.10% | −13−3.7% | Reduced |
| Cordasco Financial Network | 346 | $139.0K | 0.10% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 359 | $144.0K | 0.15% | −338−48.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 363 | $145.0K | 0.04% | +41+12.7% | Added |
| Capital Directions Investment Advisors, LLC | 368 | $147.0K | 0.04% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 374 | $150.0K | 0.04% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 388 | $155.0K | 0.02% | −98−20.2% | Reduced |
| Versant Capital Management, Inc | 397 | $159.0K | 0.06% | −33−7.7% | Reduced |
| AlphaCentric Advisors LLC | 401 | $161.0K | 0.04% | +51+14.6% | Added |
| Financial Avengers, Inc. | 409 | $164.0K | 0.11% | −83−16.9% | Reduced |
| GVO Asset Management Ltd | 428 | $171.0K | 0.15% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 434 | $174.0K | 0.04% | −90−17.2% | Reduced |
| Raffa Wealth Management, LLC | 440 | $176.2K | 0.06% | −141−24.3% | Reduced |
| Alpha Paradigm Partners, LLC | 443 | $177.0K | 0.07% | +443 | New |
| Aua Capital Management, LLC | 445 | $178.0K | 0.11% | 00.0% | Unchanged |
| Garde Capital, Inc. | 446 | $179.0K | 0.02% | −40−8.2% | Reduced |
| West Financial Advisors, LLC | 450 | $180.0K | 0.06% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 453 | $181.0K | 0.04% | −9−1.9% | Reduced |
| Jones Financial Companies LLLP | 457 | $183.0K | 0.00% | −254−35.7% | Reduced |
| Rockbridge Investment Management, LCC | 488 | $195.0K | 0.03% | −39−7.4% | Reduced |
| Gemmer Asset Management LLC | 492 | $197.0K | 0.03% | +15+3.1% | Added |
| Benjamin Edwards Inc | 493 | $197.0K | 0.14% | +25+5.3% | Added |
| Atwood & Palmer Inc | 497 | $199.0K | 0.02% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 497 | $199.0K | 0.02% | +497 | New |
| Colrain Capital LLC | 500 | $200.0K | 0.38% | −1,250−71.4% | Reduced |
| Cowen Prime Services LLC | 500 | $200.0K | 0.07% | 00.0% | Unchanged |
| Capital Management Associates | 500 | $200.0K | 0.19% | +500 | New |
| Shikiar Asset Management Inc | 500 | $200.0K | 0.06% | +500 | New |
| NJ State Employees Deferred Compensation Plan | 500 | $200.0K | 0.03% | +500 | New |
| Birchcreek Wealth Management, LLC | 500 | $200.0K | 0.19% | +500 | New |
| Cowen Prime Advisors LLC | 500 | $200.0K | 0.07% | +500 | New |
| Derby & Company, Inc | 502 | $201.0K | 0.04% | +502 | New |
| Infrastructure Capital Advisors, LLC | 501 | $201.0K | 0.04% | +501 | New |
| Chicago Capital, LLC | 504 | $202.0K | 0.01% | −386−43.4% | Reduced |
| Hilton Capital Management, LLC | 504 | $202.0K | 0.02% | +504 | New |
| MBA Advisors LLC | 504 | $202.0K | 0.15% | +504 | New |
| Pavion Blue Capital, LLC | 507 | $203.0K | 0.12% | −175−25.7% | Reduced |
| Peregrine Asset Advisers, Inc. | 508 | $203.0K | 0.09% | +508 | New |
| Archer Investment Corp | 507 | $203.0K | 0.08% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 500 | $206.0K | 0.07% | +500 | New |
| Client 1st Advisory Group, LLC | 515 | $206.0K | 0.11% | +515 | New |
| Landaas & Co | 519 | $208.0K | 0.12% | +519 | New |
| Birch Hill Investment Advisors LLC | 519 | $208.0K | 0.01% | +519 | New |
| 4J Wealth Management LLC | 520 | $208.0K | 0.18% | +520 | New |
| Brookmont Capital Management | 522 | $209.0K | 0.13% | −35−6.3% | Reduced |
| Exeter Financial, LLC | 511 | $209.0K | 0.12% | +511 | New |
| Mosaic Advisors LLC | 523 | $209.0K | 0.14% | +523 | New |
| Lowell Blake & Associates Inc. | 521 | $209.0K | 0.10% | +521 | New |
| Windward Capital Management Co | 525 | $210.0K | 0.02% | +525 | New |
| QCM Cayman, Ltd. | 524 | $210.0K | 0.54% | +524 | New |
| Financial Partners Capital Management LLC | 525 | $210.2K | 0.04% | +525 | New |
| WBH Advisory Inc | 510 | $211.0K | 0.03% | +510 | New |
| Wealthquest Corp | 528 | $211.0K | 0.04% | +528 | New |
| Managed Account Services Inc | 528 | $211.0K | 0.05% | +528 | New |
| United Bank | 530 | $212.0K | 0.03% | +530 | New |
| Ford Financial Group, LLC | 536 | $214.0K | 0.08% | −12−2.2% | Reduced |
| Cassia Capital Partners, LLC | 535 | $214.0K | 0.16% | +535 | New |
| Matrix Private Capital Group LLC | 538 | $215.0K | 0.12% | −153−22.1% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 538 | $215.4K | 0.03% | −50−8.5% | Reduced |
| Kimelman & Baird, LLC | 542 | $217.0K | 0.02% | +542 | New |
| Prostatis Group LLC | 544 | $217.8K | 0.15% | −45−7.6% | Reduced |
| Bridgeworth, LLC | 545 | $218.0K | 0.06% | +545 | New |
| Center For Asset Management LLC | 545 | $218.0K | 0.19% | +545 | New |
| Bruderman Asset Management, LLC | 547 | $219.0K | 0.07% | −197−26.5% | Reduced |
| Round Table Services, LLC | 546 | $219.0K | 0.05% | −51−8.5% | Reduced |
| HITE Hedge Asset Management LLC | 550 | $220.0K | 0.03% | 00.0% | Unchanged |