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 |
|---|---|---|---|---|---|
| Chase Investment Counsel Corp | 714 | $285.0K | 0.12% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 710 | $285.0K | 0.13% | +1+0.1% | Added |
| Zuckerman Investment Group, LLC | 711 | $285.0K | 0.04% | +90+14.5% | Added |
| Corundum Group, Inc. | 714 | $286.0K | 0.19% | −25−3.4% | Reduced |
| Pendal Group Limited | 717 | $287.0K | 0.00% | 00.0% | Unchanged |
| Monument Capital Management | 718 | $287.0K | 0.10% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 716 | $287.0K | 0.03% | +100+16.2% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 718 | $287.0K | 0.08% | +718 | New |
| Howard Wealth Management, LLC | 720 | $288.0K | 0.16% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 721 | $289.0K | 0.06% | +113+18.6% | Added |
| Yorktown Management & Research Co Inc | 725 | $290.0K | 0.23% | 00.0% | Unchanged |
| LPWM LLC | 703 | $290.0K | 0.17% | +703 | New |
| Innovative Portfolios LLC | 727 | $291.0K | 2.01% | +5+0.7% | Added |
| Lantz Financial LLC | 730 | $292.0K | 0.15% | −72−9.0% | Reduced |
| Prio Wealth Limited Partnership | 730 | $292.0K | 0.01% | +22+3.1% | Added |
| Beese Fulmer Investment Management, Inc. | 732 | $293.0K | 0.03% | +732 | New |
| Webster Bank, N. A. | 735 | $294.0K | 0.03% | −45−5.8% | Reduced |
| Curated Wealth Partners LLC | 733 | $294.0K | 0.16% | −35−4.6% | Reduced |
| LVZ Advisors, Inc. | 737 | $295.0K | 0.04% | +2+0.3% | Added |
| Probity Advisors, Inc. | 738 | $296.0K | 0.06% | −18−2.4% | Reduced |
| Boston Research & Management Inc | 740 | $296.0K | 0.09% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 743 | $298.0K | 0.29% | −6−0.8% | Reduced |
| Main Street Research LLC | 744 | $298.0K | 0.02% | +1+0.1% | Added |
| Susquehanna International Group Ltd. | 747 | $299.0K | 0.10% | +747 | New |
| Blue Square Asset Management, LLC | 749 | $300.0K | 0.18% | −31−4.0% | Reduced |
| Matisse Capital | 750 | $300.0K | 0.09% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 748 | $300.0K | 0.16% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 752 | $301.0K | 0.08% | −6−0.8% | Reduced |
| Baystate Wealth Management LLC | 752 | $301.0K | 0.03% | +8+1.1% | Added |
| Parcion Private Wealth LLC | 753 | $302.0K | 0.03% | −10−1.3% | Reduced |
| Boothbay Fund Management, LLC | 753 | $302.0K | 0.01% | +753 | New |
| American Financial Advisors, LLC | 756 | $303.0K | 0.04% | −42−5.3% | Reduced |
| Redwood Investments, LLC | 764 | $306.0K | 0.02% | −95−11.1% | Reduced |
| Northstar Group, Inc. | 765 | $306.0K | 0.08% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 764 | $306.0K | 0.04% | 00.0% | Unchanged |
| Newton One Investments LLC | 764 | $306.0K | 0.24% | +764 | New |
| Empowered Funds, LLC | 768 | $308.0K | 0.04% | −7,391−90.6% | Reduced |
| Two Sigma Securities, LLC | 772 | $309.0K | 0.08% | −848−52.3% | Reduced |
| Evanson Asset Management, LLC | 772 | $309.0K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 771 | $309.0K | 0.13% | +771 | New |
| Access Financial Services, Inc. | 773 | $310.0K | 0.14% | +23+3.1% | Added |
| Delta Investment Management, LLC | 776 | $311.0K | 0.09% | +2+0.3% | Added |
| First Bank & Trust | 778 | $312.0K | 0.15% | +41+5.6% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 782 | $313.0K | 0.28% | +1+0.1% | Added |
| Salvus Wealth Management, LLC | 773 | $313.0K | 0.26% | +218+39.3% | Added |
| Cairn Investment Group, Inc. | 784 | $313.0K | 0.23% | +784 | New |
| Jag Capital Management, LLC | 786 | $315.0K | 0.02% | +8+1.0% | Added |
| SignalPoint Asset Management, LLC | 786 | $315.0K | 0.10% | +24+3.1% | Added |
| RGT Wealth Advisors, LLC | 790 | $316.0K | 0.06% | −112−12.4% | Reduced |
| Klingman & Associates, LLC | 788 | $316.0K | 0.03% | +43+5.8% | Added |
| IPG Investment Advisors LLC | 791 | $316.7K | 0.09% | −65−7.6% | Reduced |
| Financial Architects, Inc | 792 | $317.0K | 0.05% | −248−23.8% | Reduced |
| Trellis Advisors, LLC | 792 | $317.0K | 0.16% | −4−0.5% | Reduced |
| Fortem Financial Group, LLC | 793 | $318.0K | 0.16% | +17+2.2% | Added |
| Range Financial Group LLC | 795 | $318.0K | 0.23% | +795 | New |
| Kavar Capital Partners Group, LLC | 800 | $320.0K | 0.08% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 799 | $320.0K | 0.13% | +10+1.3% | Added |
| VeraBank, N.A. | 805 | $322.0K | 0.19% | +145+22.0% | Added |
| Waters Parkerson & Co., LLC | 807 | $323.0K | 0.02% | +25+3.2% | Added |
| NuWave Investment Management, LLC | 806 | $323.0K | 0.36% | +806 | New |
| Frank, Rimerman Advisors LLC | 808 | $323.6K | 0.13% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 809 | $324.0K | 0.13% | −300−27.1% | Reduced |
| Chickasaw Capital Management LLC | 810 | $324.0K | 0.01% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 810 | $324.0K | 0.13% | +75+10.2% | Added |
| Beck Bode, LLC | 812 | $325.0K | 0.09% | −10−1.2% | Reduced |
| Stonebridge Financial Planning Group, LLC | 792 | $329.0K | 0.17% | +35+4.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 827 | $331.0K | 0.05% | −15−1.8% | Reduced |
| Noesis Capital Mangement Corp | 788 | $331.0K | 0.07% | −20−2.5% | Reduced |
| One + One Wealth Management, LLC | 830 | $332.0K | 0.23% | −67−7.5% | Reduced |
| Regal Wealth Group, Inc. | 829 | $332.0K | 0.20% | +2+0.2% | Added |
| Element Wealth, LLC | 830 | $332.0K | 0.26% | +19+2.3% | Added |
| Ridgecrest Wealth Partners, LLC | 830 | $332.0K | 0.21% | +24+3.0% | Added |
| Stelac Advisory Services LLC | 831 | $333.0K | 0.08% | −10−1.2% | Reduced |
| Clare Market Investments LLC | 832 | $333.4K | 0.11% | −9−1.1% | Reduced |
| Cardan Capital Partners, LLC | 833 | $334.0K | 0.04% | +100+13.6% | Added |
| Alpha Omega Wealth Management LLC | 845 | $338.0K | 0.06% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 843 | $338.0K | 0.07% | +32+3.9% | Added |
| McRae Capital Management Inc | 850 | $340.0K | 0.08% | −50−5.6% | Reduced |
| Satovsky Asset Management LLC | 849 | $340.0K | 0.26% | +3+0.4% | Added |
| Summit Financial Group Inc | 851 | $341.0K | 0.13% | −11−1.3% | Reduced |
| SkyOak Wealth, LLC | 860 | $344.0K | 0.09% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 859 | $344.0K | 0.04% | +1+0.1% | Added |
| C M Bidwell & Associates Ltd | 859 | $344.0K | 0.23% | +57+7.1% | Added |
| Resource Management, LLC | 860 | $344.0K | 0.04% | +75+9.6% | Added |
| Truadvice, LLC | 833 | $346.0K | 0.08% | +833 | New |
| Courier Capital LLC | 871 | $349.0K | 0.03% | +231+36.1% | Added |
| XTX Topco Ltd | 871 | $349.0K | 0.12% | +871 | New |
| Avenue 1 Advisors, LLC | 875 | $350.0K | 0.20% | −10−1.1% | Reduced |
| Mascoma Wealth Management LLC | 875 | $350.0K | 0.15% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 874 | $350.0K | 0.03% | +22+2.6% | Added |
| Tarbox Family Office, Inc. | 874 | $350.0K | 0.06% | +300+52.3% | Added |
| HHM Wealth Advisors, LLC | 881 | $353.0K | 0.10% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 882 | $353.0K | 0.23% | +124+16.4% | Added |
| Capital Investment Services of America, Inc. | 885 | $354.0K | 0.03% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 886 | $355.0K | 0.14% | +886 | New |
| Linscomb & Williams, Inc. | 892 | $357.0K | 0.02% | −106−10.6% | Reduced |
| Running Oak Capital LLC | 895 | $358.0K | 0.20% | −14,712−94.3% | Reduced |
| Guyasuta Investment Advisors Inc | 895 | $358.0K | 0.03% | −25−2.7% | Reduced |
| Roman Butler Fullerton & Co | 896 | $359.0K | 0.17% | +3+0.3% | Added |
| Farmers Trust Co | 897 | $359.0K | 0.08% | −27−2.9% | Reduced |