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 |
|---|---|---|---|---|---|
| Regentatlantic Capital LLC | 65,040 | $26.0M | 0.80% | +2,194+3.5% | Added |
| Coronation Fund Managers Ltd. | 65,060 | $26.1M | 0.81% | +6,153+10.4% | Added |
| Davis R M Inc | 65,062 | $26.1M | 0.65% | −240−0.4% | Reduced |
| NFJ Investment Group, LLC | 65,075 | $26.1M | 0.49% | −4,297−6.2% | Reduced |
| Associated Banc-Corp | 65,178 | $26.1M | 1.03% | −4,658−6.7% | Reduced |
| Bowie Capital Management, LLC | 65,200 | $26.1M | 3.44% | −800−1.2% | Reduced |
| Cerity Partners LLC | 65,527 | $26.2M | 0.57% | −8,792−11.8% | Reduced |
| Columbus Hill Capital Management, L.P. | 65,648 | $26.3M | 3.34% | +3,848+6.2% | Added |
| Roosevelt Investment Group LLC | 65,740 | $26.3M | 1.59% | +196+0.3% | Added |
| Community Trust & Investment Co | 65,748 | $26.3M | 2.41% | −9,634−12.8% | Reduced |
| Private Advisor Group, LLC | 65,764 | $26.3M | 0.23% | +18,430+38.9% | Added |
| Lido Advisors, LLC | 65,763 | $26.3M | 0.64% | +2,721+4.3% | Added |
| Susquehanna Fundamental Investments, LLC | 65,875 | $26.4M | 0.48% | −13,067−16.6% | Reduced |
| Locust Wood Capital Advisers, LLC | 66,100 | $26.5M | 1.68% | +1,101+1.7% | Added |
| Elo Mutual Pension Insurance Co | 66,336 | $26.6M | 0.88% | −2,115−3.1% | Reduced |
| Raymond James Trust N.A. | 66,569 | $26.7M | 0.89% | −186−0.3% | Reduced |
| Burney Co | 66,818 | $26.8M | 1.24% | −1,875−2.7% | Reduced |
| Smith Chas P & Associates Pa Cpas | 67,248 | $26.9M | 2.10% | +2,009+3.1% | Added |
| TPI Fund Managers Ltd | 67,248 | $26.9M | 3.71% | +2,682+4.2% | Added |
| RMB Capital Management, LLC | 67,405 | $27.0M | 0.90% | +4,916+7.9% | Added |
| PFS Investments Inc. | 65,653 | $27.1M | 0.62% | +7,281+12.5% | Added |
| Cinctive Capital Management LP | 67,713 | $27.1M | 1.48% | +38,610+132.7% | Added |
| Fiduciary Trust Co | 67,761 | $27.1M | 0.53% | −902−1.3% | Reduced |
| Ashfield Capital Partners, LLC | 67,883 | $27.2M | 1.94% | −184−0.3% | Reduced |
| Braun Stacey Associates Inc | 68,608 | $27.5M | 1.07% | −511−0.7% | Reduced |
| Heritage Investors Management Corp | 69,033 | $27.6M | 1.16% | −1,924−2.7% | Reduced |
| Tdam USA Inc. | 67,275 | $27.7M | 1.71% | +4,532+7.2% | Added |
| MUFG Americas Holdings Corp | 69,533 | $27.8M | 0.51% | +739+1.1% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 70,023 | $28.0M | 0.42% | −286−0.4% | Reduced |
| Eastern Bank | 70,173 | $28.1M | 1.38% | +676+1.0% | Added |
| Fulton Breakefield Broenniman LLC | 70,807 | $28.4M | 2.43% | +431+0.6% | Added |
| Varma Mutual Pension Insurance Co | 70,894 | $28.4M | 0.42% | −5,000−6.6% | Reduced |
| SP Asset Management | 68,868 | $28.6M | 3.14% | +947+1.4% | Added |
| Hantz Financial Services, Inc. | 71,544 | $28.6M | 1.05% | +3,041+4.4% | Added |
| Cumberland Partners Ltd | 71,609 | $28.7M | 2.25% | −2,231−3.0% | Reduced |
| Bailard, Inc. | 71,863 | $28.8M | 0.99% | −1,031−1.4% | Reduced |
| Synovus Financial Corp | 72,471 | $29.0M | 0.29% | −350.0% | Reduced |
| Raub Brock Capital Management LP | 72,804 | $29.2M | 5.02% | −2,649−3.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 72,873 | $29.2M | 1.48% | +22,072+43.4% | Added |
| Maryland State Retirement & Pension System | 71,283 | $29.2M | 0.96% | −1,237−1.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 73,121 | $29.3M | 0.37% | +26,114+55.6% | Added |
| Robeco Schweiz AG | 73,227 | $29.3M | 0.41% | −10,449−12.5% | Reduced |
| Flputnam Investment Management Co | 74,150 | $29.7M | 1.02% | −696−0.9% | Reduced |
| DuPont Capital Management Corp | 74,860 | $30.0M | 0.71% | +3,412+4.8% | Added |
| Pictet North America Advisors SA | 75,180 | $30.1M | 3.11% | +1,266+1.7% | Added |
| Capital Advisors Inc | 75,653 | $30.3M | 0.91% | +5,194+7.4% | Added |
| Chilton Capital Management LLC | 76,124 | $30.5M | 1.77% | +299+0.4% | Added |
| Whittier Trust Co | 76,995 | $30.8M | 0.55% | +1,543+2.0% | Added |
| Achmea Investment Management B.V. | 77,365 | $31.0M | 1.06% | −1,686−2.1% | Reduced |
| Act Two Investors LLC | 77,386 | $31.0M | 6.06% | +77,386 | New |
| Sit Investment Associates Inc | 78,471 | $31.4M | 0.78% | −4,408−5.3% | Reduced |
| Renaissance Group LLC | 79,351 | $31.8M | 1.33% | −6,365−7.4% | Reduced |
| River Road Asset Management, LLC | 79,895 | $32.0M | 0.34% | +69,268+651.8% | Added |
| Central Trust Co | 80,095 | $32.1M | 1.16% | −224−0.3% | Reduced |
| Penserra Capital Management LLC | 80,655 | $32.3M | 0.59% | +21,966+37.4% | Added |
| Stephens Inc | 80,702 | $32.3M | 0.48% | +6,804+9.2% | Added |
| Wesbanco Bank Inc | 80,933 | $32.4M | 1.21% | −1,524−1.8% | Reduced |
| QS Investors, LLC | 81,131 | $32.5M | 0.38% | −4,223−4.9% | Reduced |
| Blue Pool Management Ltd. | 81,134 | $32.5M | 2.71% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 81,208 | $32.5M | 0.66% | −696−0.8% | Reduced |
| Ancora Advisors, LLC | 81,505 | $32.6M | 0.86% | −1,838−2.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 81,919 | $32.8M | 0.76% | +37,320+83.7% | Added |
| American National Insurance Co | 82,375 | $33.0M | 1.23% | −115−0.1% | Reduced |
| Samlyn Capital, LLC | 82,850 | $33.2M | 0.51% | +82,850 | New |
| Captrust Financial Advisors | 82,922 | $33.2M | 0.31% | +16,590+25.0% | Added |
| Northwest & Ethical Investments L.P. | 83,297 | $33.4M | 1.08% | +15,109+22.2% | Added |
| Eagle Ridge Investment Management | 83,726 | $33.5M | 3.89% | −1,054−1.2% | Reduced |
| MML Investors Services, LLC | 83,847 | $33.6M | 0.28% | +6,301+8.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 83,870 | $33.6M | 0.42% | −929−1.1% | Reduced |
| Pinebridge Investments, L.P. | 83,943 | $33.6M | 0.39% | +9,104+12.2% | Added |
| Cornerstone Advisors, LLC | 84,000 | $33.6M | 1.99% | +84,000 | New |
| Pinnacle Financial Partners Inc | 84,084 | $33.7M | 1.36% | +2,966+3.7% | Added |
| Pinnacle Wealth Advisors | 84,084 | $33.7M | 1.36% | +84,084 | New |
| People's United Financial, Inc. | 84,157 | $33.7M | 0.75% | +779+0.9% | Added |
| Banco Santander, S.A. | 84,305 | $33.8M | 0.19% | +1,250+1.5% | Added |
| Xponance, Inc. | 84,494 | $33.8M | 0.62% | −71,970−46.0% | Reduced |
| BP PLC | 85,091 | $34.1M | 1.46% | −29,396−25.7% | Reduced |
| Moody National Bank Trust Division | 85,421 | $34.2M | 0.70% | −116−0.1% | Reduced |
| Cookson Peirce & Co Inc | 85,585 | $34.3M | 2.13% | +6,699+8.5% | Added |
| Tokio Marine Asset Management Co Ltd | 85,677 | $34.3M | 3.14% | −2,814−3.2% | Reduced |
| Auxier Asset Management | 86,991 | $34.8M | 5.77% | −823−0.9% | Reduced |
| Aureus Asset Management, LLC | 87,321 | $35.0M | 2.25% | +2,338+2.8% | Added |
| Vigilant Capital Management, LLC | 87,777 | $35.1M | 2.84% | −605−0.7% | Reduced |
| Prudential PLC | 87,872 | $35.2M | 0.33% | −229,617−72.3% | Reduced |
| Tower Research Capital LLC (TRC) | 88,367 | $35.4M | 0.92% | −49,148−35.7% | Reduced |
| Commerzbank Aktiengesellschaft | 89,316 | $35.8M | 2.28% | +2,772+3.2% | Added |
| Campbell Newman Asset Management Inc | 90,511 | $36.2M | 3.55% | −290−0.3% | Reduced |
| Credential Qtrade Securities Inc. | 90,690 | $36.3M | 2.86% | +7,466+9.0% | Added |
| Van Eck Associates Corp | 91,304 | $36.6M | 0.09% | +12,294+15.6% | Added |
| Petrus Trust Company, LTA | 91,425 | $36.6M | 3.87% | −7,400−7.5% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 92,598 | $37.1M | 0.63% | −53,852−36.8% | Reduced |
| MAI Capital Management | 94,403 | $37.8M | 0.76% | +1,764+1.9% | Added |
| Creative Planning | 94,417 | $37.8M | 0.07% | −9,209−8.9% | Reduced |
| Redmile Group, LLC | 94,465 | $37.8M | 0.56% | −19,911−17.4% | Reduced |
| United Capital Financial Advisers, LLC | 94,905 | $38.0M | 0.19% | −1,093−1.1% | Reduced |
| Todd Asset Management LLC | 95,114 | $38.1M | 0.86% | +253+0.3% | Added |
| Kestra Advisory Services, LLC | 95,854 | $38.4M | 0.44% | +947+1.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 96,054 | $38.5M | 1.48% | +8,832+10.1% | Added |
| Steward Partners Investment Advisory, LLC | 96,526 | $38.7M | 0.65% | −4,741−4.7% | Reduced |
| Worldquant Millennium Advisors LLC | 96,724 | $38.7M | 0.86% | +61,290+173.0% | Added |