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 |
|---|---|---|---|---|---|
| Howe & Rusling Inc | 28,363 | $11.4M | 1.43% | +330+1.2% | Added |
| Logan Capital Management Inc | 28,418 | $11.4M | 0.53% | +828+3.0% | Added |
| RiverPark Advisors, LLC | 28,422 | $11.4M | 1.45% | 00.0% | Unchanged |
| Girard Partners Ltd. | 28,533 | $11.4M | 1.47% | −3,560−11.1% | Reduced |
| Ameritas Investment Partners, Inc. | 28,576 | $11.4M | 0.41% | −610−2.1% | Reduced |
| Picton Mahoney Asset Management | 28,675 | $11.5M | 0.42% | +995+3.6% | Added |
| Sectoral Asset Management Inc | 28,800 | $11.5M | 0.93% | +5,150+21.8% | Added |
| Bridgecreek Investment Management, LLC | 28,840 | $11.5M | 1.68% | −3,350−10.4% | Reduced |
| Granite Investment Advisors, LLC | 28,890 | $11.6M | 1.81% | −16−0.1% | Reduced |
| Clough Capital Partners L P | 28,990 | $11.6M | 0.65% | −35,610−55.1% | Reduced |
| Edgestream Partners, L.P. | 29,061 | $11.6M | 0.69% | +9,782+50.7% | Added |
| German American Bancorp, Inc. | 29,312 | $11.7M | 1.85% | +1,491+5.4% | Added |
| Cigna Investments Inc | 29,557 | $11.8M | 0.85% | −4,535−13.3% | Reduced |
| Pioneer Trust Bank N A | 29,583 | $11.8M | 3.37% | −3,327−10.1% | Reduced |
| Northern Oak Wealth Management Inc | 29,606 | $11.9M | 1.43% | −1,073−3.5% | Reduced |
| Buckingham Capital Management, Inc. | 29,607 | $11.9M | 1.92% | −178−0.6% | Reduced |
| Horizon Investments, LLC | 29,706 | $11.9M | 0.36% | +14,953+101.4% | Added |
| Barrett Asset Management, LLC | 29,710 | $11.9M | 0.55% | +1,019+3.6% | Added |
| Carlson Capital Management | 29,827 | $11.9M | 1.68% | +24+0.1% | Added |
| Gradient Investments LLC | 29,914 | $12.0M | 0.35% | −197−0.7% | Reduced |
| PointState Capital LP | 30,000 | $12.0M | 0.28% | −317,545−91.4% | Reduced |
| Tamarack Advisers, LP | 30,000 | $12.0M | 3.44% | +20,000+200.0% | Added |
| Premier Asset Management LLC | 30,046 | $12.0M | 1.78% | +5,066+20.3% | Added |
| Ieq Capital, LLC | 30,079 | $12.0M | 0.35% | +10,316+52.2% | Added |
| AlphaCrest Capital Management LLC | 30,150 | $12.1M | 0.52% | +29,098+2,766.0% | Added |
| Appleton Partners Inc | 30,216 | $12.1M | 1.03% | −2,224−6.9% | Reduced |
| Cullinan Associates Inc | 30,247 | $12.1M | 0.68% | −4,660−13.3% | Reduced |
| Adell Harriman & Carpenter Inc | 30,435 | $12.2M | 1.28% | +316+1.0% | Added |
| Pittenger & Anderson Inc | 30,437 | $12.2M | 0.62% | +58+0.2% | Added |
| RiverFront Investment Group, LLC | 30,602 | $12.3M | 0.25% | +500+1.7% | Added |
| Alpha Cubed Investments, LLC | 30,603 | $12.3M | 0.89% | −1,238−3.9% | Reduced |
| Vident Investment Advisory, LLC | 30,703 | $12.3M | 0.37% | +2,764+9.9% | Added |
| Transform Wealth, LLC | 31,158 | $12.5M | 1.52% | +13,118+72.7% | Added |
| Value Partners Investments Inc. | 31,230 | $12.5M | 1.02% | −1,940−5.8% | Reduced |
| GWM Advisors LLC | 31,240 | $12.5M | 0.33% | +2,397+8.3% | Added |
| Venturi Wealth Management, LLC | 31,309 | $12.5M | 1.12% | +33+0.1% | Added |
| Arbor Wealth Management, LLC | 31,461 | $12.6M | 3.11% | −482−1.5% | Reduced |
| Amica Mutual Insurance Co | 31,490 | $12.6M | 1.33% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 31,554 | $12.6M | 1.22% | −967−3.0% | Reduced |
| EP Wealth Advisors, LLC | 31,572 | $12.6M | 0.35% | −2,243−6.6% | Reduced |
| Andra AP-fonden | 31,700 | $12.7M | 0.26% | −1,100−3.4% | Reduced |
| Comerica Securities,inc. | 31,722 | $12.7M | 0.96% | −1,705−5.1% | Reduced |
| Paloma Partners Management Co | 31,841 | $12.8M | 0.34% | +6,003+23.2% | Added |
| Nicola Wealth Management Ltd. | 32,000 | $12.8M | 1.31% | −2,000−5.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 32,380 | $13.0M | 0.92% | +389+1.2% | Added |
| Fidelity National Financial, Inc. | 32,440 | $13.0M | 0.94% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 32,512 | $13.0M | 0.56% | +6,289+24.0% | Added |
| Addenda Capital Inc. | 32,540 | $13.0M | 0.61% | +1,816+5.9% | Added |
| Bank of the West | 32,545 | $13.0M | 1.33% | −5,992−15.5% | Reduced |
| Harbor Investment Advisory, LLC | 32,602 | $13.1M | 1.77% | +117+0.4% | Added |
| Lowe Brockenbrough & Co Inc | 32,689 | $13.1M | 1.18% | +552+1.7% | Added |
| D.A. Davidson & Co. | 32,720 | $13.1M | 0.15% | −116−0.4% | Reduced |
| Allstate Corp | 32,725 | $13.1M | 0.44% | −1,735−5.0% | Reduced |
| Aptus Capital Advisors, LLC | 32,726 | $13.1M | 0.60% | +3,318+11.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 32,818 | $13.1M | 7.04% | −557−1.7% | Reduced |
| Wallington Asset Management, LLC | 32,866 | $13.2M | 2.26% | +88+0.3% | Added |
| Twin Capital Management Inc | 32,973 | $13.2M | 1.22% | +4,932+17.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,074 | $13.2M | 0.24% | +2,497+8.2% | Added |
| HighTower Trust Services, LTA | 33,373 | $13.4M | 1.63% | +22+0.1% | Added |
| Quantitative Investment Management, LLC | 33,685 | $13.5M | 1.22% | +8,552+34.0% | Added |
| Smith Asset Management Group LP | 33,769 | $13.5M | 0.66% | +195+0.6% | Added |
| Veritable, L.P. | 33,821 | $13.5M | 0.22% | +249+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 33,838 | $13.6M | 0.56% | +462+1.4% | Added |
| Lockheed Martin Investment Management Co | 33,937 | $13.6M | 0.71% | −9,650−22.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 33,994 | $13.6M | 1.30% | −150.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 32,380 | $13.6M | 0.52% | −800−2.4% | Reduced |
| Siemens Fonds Invest GmbH | 34,482 | $13.8M | 1.64% | −2,494−6.7% | Reduced |
| Diversified Trust Co | 34,583 | $13.8M | 0.50% | −373−1.1% | Reduced |
| AltraVue Capital, LLC | 34,690 | $13.9M | 2.46% | +8,360+31.8% | Added |
| Cypress Capital Management LLC | 34,775 | $13.9M | 1.84% | +185+0.5% | Added |
| Neville Rodie & Shaw Inc | 34,801 | $13.9M | 1.07% | −24−0.1% | Reduced |
| Stewart Asset Management, LLC | 34,807 | $13.9M | 7.20% | +2,769+8.6% | Added |
| First American Bank | 34,886 | $14.0M | 0.81% | +4,111+13.4% | Added |
| YHB Investment Advisors, Inc. | 34,957 | $14.0M | 1.19% | −433−1.2% | Reduced |
| Violich Capital Management, Inc. | 35,325 | $14.1M | 2.37% | −830−2.3% | Reduced |
| Makena Capital Management LLC | 35,375 | $14.2M | 2.09% | +1,986+5.9% | Added |
| Weiss Asset Management LP | 35,722 | $14.3M | 0.40% | +35,722 | New |
| Washington Trust Bank | 35,763 | $14.3M | 1.70% | −770−2.1% | Reduced |
| SeaTown Holdings Pte. Ltd. | 36,000 | $14.4M | 0.70% | +22,000+157.1% | Added |
| AdvisorNet Financial, Inc | 36,084 | $14.4M | 0.96% | +12,369+52.2% | Added |
| Chesley Taft & Associates LLC | 36,220 | $14.5M | 0.83% | −120.0% | Reduced |
| Bell Asset Management Ltd | 36,302 | $14.5M | 2.84% | −12,754−26.0% | Reduced |
| Bragg Financial Advisors, Inc | 36,317 | $14.5M | 0.93% | −102−0.3% | Reduced |
| Albion Financial Group | 36,348 | $14.6M | 1.26% | +36,348 | New |
| Palisade Asset Management, LLC | 36,532 | $14.6M | 1.72% | −345−0.9% | Reduced |
| Advisory Research Inc | 36,737 | $14.7M | 0.97% | −83−0.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 36,744 | $14.7M | 0.04% | +1,319+3.7% | Added |
| Beacon Investment Advisory Services, Inc. | 37,267 | $14.9M | 0.60% | +563+1.5% | Added |
| CCM Investment Advisers LLC | 37,542 | $15.0M | 1.92% | −338−0.9% | Reduced |
| Hyperion Capital Advisors LP | 38,181 | $15.3M | 4.36% | +8,025+26.6% | Added |
| JLB & Associates Inc | 38,285 | $15.3M | 2.39% | +466+1.2% | Added |
| Eagle Global Advisors LLC | 38,378 | $15.4M | 0.99% | +785+2.1% | Added |
| Punch & Associates Investment Management, Inc. | 38,381 | $15.4M | 0.87% | 00.0% | Unchanged |
| Quest Investment Management LLC | 38,470 | $15.4M | 1.39% | −6,123−13.7% | Reduced |
| James Investment Research Inc | 38,475 | $15.4M | 1.32% | +7,080+22.6% | Added |
| Oxbow Advisors, LLC | 38,666 | $15.5M | 1.61% | −925−2.3% | Reduced |
| PEAK6 Investments LLC | 38,863 | $15.6M | 0.42% | +8,906+29.7% | Added |
| Oak Ridge Investments LLC | 39,193 | $15.7M | 1.37% | −674−1.7% | Reduced |
| Stewart & Patten Co LLC | 39,325 | $15.7M | 2.51% | +142+0.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 39,703 | $15.9M | 1.48% | +670+1.7% | Added |