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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 39,753 | $15.9M | 0.37% | −2,389−5.7% | Reduced |
| Osher Van de Voorde Investment Management | 39,840 | $16.0M | 3.90% | +350+0.9% | Added |
| Hexavest Inc. | 40,007 | $16.0M | 0.79% | −6,031−13.1% | Reduced |
| Middleton & Co Inc | 40,062 | $16.0M | 1.74% | −3,294−7.6% | Reduced |
| Calamos Wealth Management LLC | 40,435 | $16.2M | 1.26% | +1,164+3.0% | Added |
| Torray LLC | 40,476 | $16.2M | 2.38% | −2,940−6.8% | Reduced |
| NewEdge Wealth, LLC | 40,685 | $16.3M | 1.24% | +2,455+6.4% | Added |
| LSV Asset Management | 40,690 | $16.3M | 0.03% | −3,060−7.0% | Reduced |
| E. Ohman J:or Asset Management AB | 41,000 | $16.4M | 0.51% | +3,300+8.8% | Added |
| Capital International Sarl | 41,017 | $16.4M | 1.42% | +748+1.9% | Added |
| Patten & Patten Inc | 41,218 | $16.5M | 1.26% | −1,671−3.9% | Reduced |
| FineMark National Bank & Trust | 41,329 | $16.6M | 0.67% | +303+0.7% | Added |
| Abner Herrman & Brock LLC | 41,490 | $16.6M | 2.32% | −2,461−5.6% | Reduced |
| Pinnacle Associates Ltd | 41,613 | $16.7M | 0.30% | −3,631−8.0% | Reduced |
| Kdi Capital Partners LLC | 41,678 | $16.7M | 5.50% | +3,567+9.4% | Added |
| Hemenway Trust Co LLC | 41,721 | $16.7M | 1.68% | +1,293+3.2% | Added |
| Stillwater Capital Advisors, LLC | 41,758 | $16.7M | 2.77% | −371−0.9% | Reduced |
| Haverford Financial Services, Inc. | 41,810 | $16.7M | 4.09% | −20.0% | Reduced |
| Hancock Whitney Corp | 41,901 | $16.8M | 0.54% | +754+1.8% | Added |
| National Asset Management, Inc. | 42,253 | $16.8M | 0.55% | +4,433+11.7% | Added |
| Earnest Partners LLC | 42,502 | $17.0M | 0.10% | −7,999−15.8% | Reduced |
| Badgley Phelps & Bell Inc | 42,751 | $17.1M | 0.64% | −12,655−22.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 42,855 | $17.2M | 0.30% | +10.0% | Added |
| BTR Capital Management Inc | 43,007 | $17.2M | 2.15% | +170+0.4% | Added |
| Dowling & Yahnke LLC | 43,207 | $17.3M | 0.99% | −194−0.4% | Reduced |
| Peapack Gladstone Financial Corp | 43,998 | $17.6M | 0.42% | +737+1.7% | Added |
| Front Barnett Associates LLC | 44,008 | $17.6M | 1.80% | +850+2.0% | Added |
| Private Capital Advisors, Inc. | 44,105 | $17.7M | 2.99% | −522−1.2% | Reduced |
| Colonial Trust Advisors | 44,369 | $17.8M | 2.17% | −259−0.6% | Reduced |
| Cardinal Capital Management, Inc. | 44,784 | $17.9M | 0.97% | +4,665+11.6% | Added |
| Oppenheimer & Co Inc | 44,969 | $18.0M | 0.32% | −9,369−17.2% | Reduced |
| Citizens Financial Group Inc | 45,141 | $18.1M | 0.78% | +1,612+3.7% | Added |
| Foyston, Gordon, & Payne Inc | 45,357 | $18.2M | 4.32% | −1,227−2.6% | Reduced |
| Novare Capital Management LLC | 45,525 | $18.2M | 2.04% | +1,339+3.0% | Added |
| O'Shares Investment Advisers, LLC | 45,812 | $18.3M | 1.29% | +1,210+2.7% | Added |
| Squarepoint Ops LLC | 45,891 | $18.4M | 0.13% | +25,617+126.4% | Added |
| Freestone Capital Holdings, LLC | 45,921 | $18.4M | 0.92% | +1,659+3.7% | Added |
| Advisor Partners LLC | 46,004 | $18.4M | 1.21% | +95+0.2% | Added |
| Cetera Investment Advisers | 46,457 | $18.6M | 0.30% | +7,349+18.8% | Added |
| ExodusPoint Capital Management, LP | 46,665 | $18.7M | 0.29% | +12,002+34.6% | Added |
| QV Investors Inc. | 47,220 | $18.9M | 1.15% | −1,550−3.2% | Reduced |
| Snowden Capital Advisors LLC | 47,361 | $19.0M | 0.95% | +2,422+5.4% | Added |
| Payden & Rygel | 47,900 | $19.2M | 0.91% | +2,000+4.4% | Added |
| Hendershot Investments Inc. | 48,083 | $19.3M | 4.19% | +50.0% | Added |
| Two Sigma Advisers, LP | 48,400 | $19.4M | 0.05% | +13,700+39.5% | Added |
| Moore Capital Management, LP | 48,713 | $19.5M | 0.36% | −6,927−12.4% | Reduced |
| Massmutual Trust Co FSB | 48,800 | $19.5M | 0.83% | +1,237+2.6% | Added |
| Gluskin Sheff & Assoc Inc | 49,136 | $19.7M | 0.91% | +1,970+4.2% | Added |
| Narwhal Capital Management | 49,176 | $19.7M | 2.49% | +170+0.3% | Added |
| Trust Co of Virginia | 49,644 | $19.8M | 2.16% | −408−0.8% | Reduced |
| Blue Chip Partners, Inc. | 49,507 | $19.8M | 2.83% | +863+1.8% | Added |
| Spire Wealth Management | 49,538 | $19.9M | 0.54% | −3,451−6.5% | Reduced |
| Callahan Advisors, LLC | 50,159 | $20.1M | 2.55% | −346−0.7% | Reduced |
| Old National Bancorp | 50,281 | $20.1M | 0.75% | −201−0.4% | Reduced |
| Advisors Asset Management, Inc. | 50,281 | $20.1M | 0.29% | −3,095−5.8% | Reduced |
| Stack Financial Management, Inc | 50,643 | $20.3M | 1.74% | +219+0.4% | Added |
| GAM Holding AG | 50,772 | $20.3M | 0.89% | +1,427+2.9% | Added |
| Palladium Partners LLC | 51,012 | $20.4M | 0.96% | −282−0.5% | Reduced |
| Marco Investment Management LLC | 51,151 | $20.5M | 2.38% | −236−0.5% | Reduced |
| Cohen Capital Management, Inc. | 51,354 | $20.6M | 3.51% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 51,374 | $20.6M | 5.31% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 52,117 | $20.9M | 1.80% | −3,841−6.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 52,158 | $20.9M | 1.25% | +3,800+7.9% | Added |
| Cubist Systematic Strategies, LLC | 52,374 | $21.0M | 0.24% | +44,244+544.2% | Added |
| Maple Capital Management, Inc. | 51,242 | $21.0M | 2.53% | +3,413+7.1% | Added |
| TownSquare Capital, LLC | 51,546 | $21.1M | 0.68% | +838+1.7% | Added |
| Pacer Advisors, Inc. | 53,230 | $21.3M | 0.31% | +1,396+2.7% | Added |
| North Point Portfolio Managers Corp | 53,257 | $21.3M | 2.94% | −229−0.4% | Reduced |
| Cetera Advisor Networks LLC | 53,961 | $21.6M | 0.30% | +21,015+63.8% | Added |
| First National Trust Co | 54,643 | $21.9M | 1.33% | +870+1.6% | Added |
| Shufro Rose & Co LLC | 54,671 | $21.9M | 1.65% | −4,334−7.3% | Reduced |
| Kentucky Retirement Systems | 54,953 | $22.0M | 1.04% | −838−1.5% | Reduced |
| Chilton Investment Co LLC | 54,970 | $22.0M | 0.55% | −772−1.4% | Reduced |
| RBF Capital, LLC | 55,000 | $22.0M | 1.23% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 55,137 | $22.1M | 1.98% | −15,840−22.3% | Reduced |
| First Foundation Advisors | 55,504 | $22.2M | 0.86% | +3,137+6.0% | Added |
| Azimuth Capital Management LLC | 55,844 | $22.4M | 0.97% | +1,259+2.3% | Added |
| MSD Partners, L.P. | 56,246 | $22.5M | 0.73% | −41,620−42.5% | Reduced |
| Garrison Bradford & Associates Inc | 56,259 | $22.5M | 23.42% | −798−1.4% | Reduced |
| Boston Private Wealth LLC | 57,120 | $22.9M | 0.29% | +1,802+3.3% | Added |
| Heritage Wealth Advisors | 57,399 | $23.0M | 1.42% | +5,154+9.9% | Added |
| Penn Davis McFarland Inc | 57,442 | $23.0M | 4.02% | −179−0.3% | Reduced |
| Gabelli Funds LLC | 57,800 | $23.1M | 0.15% | −1,000−1.7% | Reduced |
| Farmers & Merchants Investments Inc | 57,867 | $23.2M | 1.04% | −234−0.4% | Reduced |
| Louisiana State Employees Retirement System | 58,800 | $23.5M | 0.57% | +200+0.3% | Added |
| GW Henssler & Associates Ltd | 58,842 | $23.6M | 1.55% | −759−1.3% | Reduced |
| Systematic Alpha Investments, LLC | 57,323 | $23.6M | 1.07% | +3,376+6.3% | Added |
| Chartwell Investment Partners, LLC | 59,664 | $23.9M | 0.70% | −13,714−18.7% | Reduced |
| Shell Asset Management Co | 59,777 | $23.9M | 0.46% | −23,995−28.6% | Reduced |
| Ziegler Capital Management, LLC | 45,597 | $24.0M | 0.80% | −37,417−45.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 60,130 | $24.1M | 0.05% | −12,016−16.7% | Reduced |
| Rockland Trust Co | 60,363 | $24.2M | 1.67% | +2,289+3.9% | Added |
| Williams Jones Wealth Management, LLC. | 60,748 | $24.3M | 0.34% | +2,529+4.3% | Added |
| Polar Capital Holdings Plc | 62,197 | $24.9M | 0.14% | −78,478−55.8% | Reduced |
| Sabal Trust CO | 62,228 | $24.9M | 1.80% | +323+0.5% | Added |
| AE Wealth Management LLC | 62,595 | $25.1M | 0.22% | −1,620−2.5% | Reduced |
| Atria Investments LLC | 62,878 | $25.2M | 0.49% | +2,162+3.6% | Added |
| New Mexico Educational Retirement Board | 63,020 | $25.2M | 0.87% | +3,200+5.3% | Added |
| Galvin, Gaustad & Stein, LLC | 63,420 | $25.4M | 2.42% | +409+0.6% | Added |
| Wealthfront Advisers LLC | 64,462 | $25.8M | 0.12% | +999+1.6% | Added |