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 | 3,055 | $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 |
|---|---|---|---|---|---|
| Poehling Capital Management, LLC | 550 | $220.0K | 0.07% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 549 | $220.0K | 0.11% | +549 | New |
| Legacy Advisors, LLC | 555 | $222.0K | 0.09% | −51−8.4% | Reduced |
| Pacific Global Investment Management CO | 554 | $222.0K | 0.04% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 559 | $223.0K | 0.09% | −13−2.3% | Reduced |
| Columbia Asset Management | 560 | $224.0K | 0.05% | −338−37.6% | Reduced |
| JJJ Advisors Inc. | 559 | $224.0K | 0.08% | +162+40.8% | Added |
| Kowal Investment Group, LLC | 561 | $225.0K | 0.08% | −8−1.4% | Reduced |
| Guild Investment Management, Inc. | 562 | $225.0K | 0.22% | +12+2.2% | Added |
| Hillsdale Investment Management Inc. | 563 | $225.0K | 0.02% | +173+44.4% | Added |
| Clark Financial Advisors | 564 | $226.0K | 0.22% | −39−6.5% | Reduced |
| Sittner & Nelson, LLC | 568 | $227.0K | 0.16% | −31−5.2% | Reduced |
| Cornerstone Wealth Group, LLC | 554 | $227.0K | 0.05% | +23+4.3% | Added |
| Day & Ennis, LLC | 567 | $227.0K | 0.08% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 568 | $228.0K | 0.14% | +47+9.0% | Added |
| Dougherty Wealth Advisers LLC | 571 | $229.0K | 0.34% | 00.0% | Unchanged |
| Cooper Financial Group | 574 | $230.0K | 0.05% | −47−7.6% | Reduced |
| Ironsides Asset Advisors, LLC | 575 | $230.0K | 0.07% | −25−4.2% | Reduced |
| Marshall Financial Group LLC | 575 | $230.0K | 0.12% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 577 | $231.0K | 0.11% | −30−4.9% | Reduced |
| Grant/GrossMendelsohn, LLC | 552 | $231.0K | 0.20% | +4+0.7% | Added |
| KLCM Advisors, Inc. | 578 | $232.0K | 0.05% | +578 | New |
| FFT Wealth Management LLC | 579 | $232.0K | 0.05% | +579 | New |
| McGowan Group Asset Management, Inc. | 582 | $233.0K | 0.04% | +23+4.1% | Added |
| Single Point Partners, LLC | 581 | $233.0K | 0.08% | +581 | New |
| Wealthcare Capital Management LLC | 584 | $234.0K | 0.02% | +25+4.5% | Added |
| Ullmann Financial Group, Inc. | 587 | $235.0K | 0.10% | 00.0% | Unchanged |
| Syverson Strege & Co | 590 | $236.0K | 0.21% | +19+3.3% | Added |
| Alley Co LLC | 594 | $238.0K | 0.04% | −11−1.8% | Reduced |
| Sharkey, Howes & Javer | 595 | $238.0K | 0.06% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 593 | $238.0K | 0.14% | +593 | New |
| Greatmark Investment Partners, Inc. | 596 | $239.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 597 | $239.0K | 0.17% | +122+25.7% | Added |
| DFPG Investments, LLC | 574 | $240.0K | 0.09% | −3,891−87.1% | Reduced |
| Kelman-Lazarov, Inc. | 600 | $240.0K | 0.08% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 600 | $240.0K | 0.15% | 00.0% | Unchanged |
| Family Firm, Inc. | 599 | $240.0K | 0.07% | +14+2.4% | Added |
| Laird Norton Trust Company, LLC | 602 | $241.0K | 0.03% | −507−45.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 601 | $241.0K | 0.02% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 603 | $241.0K | 0.14% | +15+2.6% | Added |
| Abacus Wealth Partners, LLC | 603 | $241.6K | 0.09% | +30+5.2% | Added |
| Founders Capital Management | 605 | $242.0K | 0.16% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 603 | $242.0K | 0.13% | +603 | New |
| 20/20 Capital Management, Inc. | 605 | $242.0K | 0.06% | +605 | New |
| Arabesque Asset Management Ltd | 604 | $242.0K | 0.10% | +604 | New |
| Congress Park Capital LLC | 607 | $243.0K | 0.12% | −10−1.6% | Reduced |
| Bernardo Wealth Planning LLC | 608 | $243.0K | 0.15% | −11−1.8% | Reduced |
| Rosenberg Matthew Hamilton | 612 | $245.0K | 0.13% | +25+4.3% | Added |
| Summit Global Investments | 618 | $247.0K | 0.01% | −52−7.8% | Reduced |
| Indiana Trust & Investment Management CO | 711 | $249.0K | 0.14% | +102+16.7% | Added |
| CapWealth Advisors, LLC | 622 | $249.0K | 0.03% | +17+2.8% | Added |
| Beech Hill Advisors, Inc. | 625 | $250.0K | 0.10% | −31−4.7% | Reduced |
| Investment Management Associates Inc | 629 | $252.0K | 0.13% | +21+3.5% | Added |
| Ramsey Quantitative Systems | 630 | $252.0K | 1.39% | +630 | New |
| Wiley Bros.-Aintree Capital, LLC | 632 | $253.0K | 0.16% | +6+1.0% | Added |
| Black Diamond Financial, LLC | 637 | $255.0K | 0.10% | 00.0% | Unchanged |
| Pineno Levin & Ford Asset Management, Inc. | 639 | $256.0K | 0.08% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 643 | $257.0K | 0.14% | −62−8.8% | Reduced |
| Financial Planning & Information Services, Inc. | 642 | $257.0K | 0.08% | −36−5.3% | Reduced |
| Axiom Investment Management LLC | 642 | $257.0K | 0.20% | −5−0.8% | Reduced |
| Lee Danner & Bass Inc | 643 | $257.0K | 0.02% | 00.0% | Unchanged |
| First Washington CORP | 642 | $257.0K | 0.10% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 645 | $258.0K | 0.21% | −20−3.0% | Reduced |
| High Pointe Capital Management LLC | 650 | $260.0K | 0.20% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 650 | $260.0K | 0.08% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 651 | $261.0K | 0.21% | +651 | New |
| Treybourne Wealth Planners, Inc. | 654 | $262.0K | 0.16% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 654 | $262.0K | 0.05% | +625+2,155.2% | Added |
| Blue Zone Wealth Advisors, LLC | 658 | $263.0K | 0.10% | −83−11.2% | Reduced |
| GenTrust, LLC | 660 | $264.0K | 0.02% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 663 | $265.0K | 0.07% | +17+2.6% | Added |
| Column Capital Advisors, LLC | 664 | $266.0K | 0.06% | −3−0.4% | Reduced |
| Acorn Financial Advisory Services Inc | 665 | $266.0K | 0.08% | +32+5.1% | Added |
| Oliver Luxxe Assets LLC | 665 | $266.0K | 0.07% | +75+12.7% | Added |
| Paragon Capital Management LLC | 666 | $267.0K | 0.13% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 668 | $267.0K | 0.12% | +78+13.2% | Added |
| Crestone Asset Management LLC | 669 | $268.0K | 0.06% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 670 | $268.0K | 0.18% | +670 | New |
| Shilanski & Associates, Inc. | 671 | $269.0K | 0.13% | −1−0.1% | Reduced |
| NFP Retirement, Inc. | 672 | $269.0K | 0.10% | +1+0.1% | Added |
| Barry Investment Advisors, LLC | 677 | $271.0K | 0.07% | +4+0.6% | Added |
| Forte Capital LLC | 676 | $271.0K | 0.04% | +59+9.6% | Added |
| Wendell David Associates Inc | 679 | $272.0K | 0.03% | −13−1.9% | Reduced |
| Moseley Investment Management Inc | 681 | $273.0K | 0.13% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 686 | $275.0K | 0.08% | −70−9.3% | Reduced |
| Liberty Wealth Management LLC | 686 | $275.0K | 0.11% | +50+7.9% | Added |
| Northwest Wealth Management, LLC | 690 | $276.0K | 0.15% | −693−50.1% | Reduced |
| Vantage Consulting Group Inc | 690 | $276.0K | 0.05% | +153+28.5% | Added |
| Flaharty Asset Management, LLC | 692 | $277.0K | 0.06% | −83−10.7% | Reduced |
| Fosun International Ltd | 700 | $279.0K | 0.02% | −3,075−81.5% | Reduced |
| Tfo-TDC, LLC | 700 | $279.0K | 0.06% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 696 | $279.0K | 0.11% | +77+12.4% | Added |
| BFT Financial Group, LLC | 698 | $280.0K | 0.06% | −56−7.4% | Reduced |
| StrategIQ Financial Group, LLC | 700 | $280.0K | 0.06% | 00.0% | Unchanged |
| Taylor Wealth Management Partners | 698 | $280.0K | 0.10% | +698 | New |
| Point72 Asset Management, L.P. | 702 | $281.0K | 0.00% | +702 | New |
| First Personal Financial Services | 705 | $282.0K | 0.07% | +80+12.8% | Added |
| WC Walker & Associates, Inc. | 693 | $283.0K | 0.15% | 00.0% | Unchanged |
| Benchmark Wealth Management, LLC | 709 | $284.0K | 0.20% | +1+0.1% | Added |
| Jackson Hole Capital Partners, LLC | 708 | $284.0K | 0.10% | 00.0% | Unchanged |