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 |
|---|---|---|---|---|---|
| Vigilare Wealth Management | 900 | $360.0K | 0.22% | −75−7.7% | Reduced |
| Sonata Capital Group Inc | 898 | $360.0K | 0.16% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 899 | $360.0K | 0.05% | +13+1.5% | Added |
| Lake Street Financial LLC | 889 | $360.0K | 0.09% | +250+39.1% | Added |
| Clear Creek Financial Management, LLC | 902 | $361.0K | 0.06% | +902 | New |
| Principal Street Partners, LLC | 904 | $362.0K | 0.10% | +904 | New |
| Global Financial Private Client, LLC | 895 | $362.4K | 0.20% | −1−0.1% | Reduced |
| Stockman Wealth Management, Inc. | 906 | $363.0K | 0.09% | −120−11.7% | Reduced |
| Austin Private Wealth, LLC | 907 | $363.0K | 0.08% | −95−9.5% | Reduced |
| Philadelphia Trust Co | 906 | $363.0K | 0.03% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 909 | $364.0K | 0.18% | −4−0.4% | Reduced |
| 360 Financial, Inc. | 915 | $366.0K | 0.19% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 917 | $367.0K | 0.05% | +917 | New |
| Aufman Associates Inc | 918 | $367.0K | 0.28% | +918 | New |
| Requisite Capital Management, LLC | 930 | $372.0K | 0.06% | 00.0% | Unchanged |
| Rathbone Brothers plc | 931 | $373.0K | 0.00% | −60−6.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 937 | $375.0K | 0.24% | 00.0% | Unchanged |
| First United Bank Trust | 944 | $378.0K | 0.16% | −19−2.0% | Reduced |
| Van Strum & Towne Inc. | 945 | $378.0K | 0.18% | 00.0% | Unchanged |
| Hayden Royal, LLC | 943 | $378.0K | 0.21% | +200+26.9% | Added |
| Private Asset Management Inc | 945 | $379.0K | 0.05% | −175−15.6% | Reduced |
| First National Bank of Hutchinson | 948 | $379.0K | 0.20% | −63−6.2% | Reduced |
| Crestwood Advisors Group LLC | 947 | $379.0K | 0.01% | −17−1.8% | Reduced |
| Signet Financial Management, LLC | 947 | $379.0K | 0.13% | +203+27.3% | Added |
| Everhart Financial Group, Inc. | 951 | $381.0K | 0.26% | +951 | New |
| Center for Financial Planning, Inc. | 953 | $382.0K | 0.09% | −146−13.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 955 | $382.0K | 0.15% | −7−0.7% | Reduced |
| SOA Wealth Advisors, LLC. | 958 | $383.0K | 0.10% | −54−5.3% | Reduced |
| Smith Anglin Financial, LLC | 956 | $383.0K | 0.07% | +4+0.4% | Added |
| Fortress Wealth Group, LLC | 956 | $383.0K | 0.34% | +956 | New |
| Red Wave Investments LLC | 958 | $384.0K | 0.14% | +16+1.7% | Added |
| HFR Wealth Management, LLC | 960 | $384.0K | 0.12% | +960 | New |
| Citizens & Northern Corp | 961 | $385.0K | 0.14% | −24−2.4% | Reduced |
| Mosaic Family Wealth, LLC | 969 | $388.0K | 0.11% | −17−1.7% | Reduced |
| Aviance Capital Partners, LLC | 970 | $389.0K | 0.07% | +88+10.0% | Added |
| Buckhead Capital Management LLC | 979 | $392.0K | 0.09% | −355−26.6% | Reduced |
| Gould Asset Management LLC | 978 | $392.0K | 0.11% | +120+14.0% | Added |
| DSC Advisors, L.P. | 982 | $393.0K | 0.38% | −467−32.2% | Reduced |
| First American Trust, FSB | 981 | $393.0K | 0.06% | −1−0.1% | Reduced |
| Waddell & Associates, LLC | 982 | $393.0K | 0.07% | +982 | New |
| Veracity Capital LLC | 983 | $394.0K | 0.09% | −100−9.2% | Reduced |
| First Command Bank | 983 | $394.0K | 0.04% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 983 | $394.0K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 984 | $394.0K | 0.14% | +88+9.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 986 | $394.0K | 0.04% | +289+41.5% | Added |
| Insight Folios Inc | 983 | $394.0K | 0.23% | +983 | New |
| DCM Advisors, LLC | 996 | $399.0K | 0.23% | +33+3.4% | Added |
| Stonebridge Capital Management Inc | 1,000 | $400.0K | 0.15% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,000 | $400.0K | 0.09% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 1,000 | $400.0K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,000 | $400.0K | 0.05% | +138+16.0% | Added |
| AtlasMark Financial, Inc | 1,000 | $400.4K | 0.52% | 00.0% | Unchanged |
| First Financial Corp | 1,004 | $402.0K | 0.27% | −82−7.6% | Reduced |
| Wharton Business Group, LLC | 1,004 | $402.0K | 0.03% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,004 | $402.0K | 0.05% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 1,003 | $402.0K | 0.09% | +400+66.3% | Added |
| Winthrop Advisory Group LLC | 1,009 | $404.0K | 0.09% | −254−20.1% | Reduced |
| Lafayette Investments, Inc. | 1,010 | $404.0K | 0.11% | +1,010 | New |
| Strategic Family Wealth Counselors, L.L.C. | 1,010 | $405.0K | 0.13% | +2+0.2% | Added |
| Holistic Financial Partners | 1,011 | $405.0K | 0.24% | +22+2.2% | Added |
| Clarus Group, Inc. | 988 | $407.0K | 0.30% | +1+0.1% | Added |
| Allegheny Financial Group LTD | 1,017 | $407.0K | 0.18% | +1,017 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 1,024 | $410.0K | 0.12% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,028 | $412.0K | 0.19% | −54−5.0% | Reduced |
| Stillwater Investment Management, LLC | 1,032 | $413.0K | 0.11% | +3+0.3% | Added |
| Bangor Savings Bank | 1,037 | $415.0K | 0.05% | −18−1.7% | Reduced |
| Staley Capital Advisers Inc | 1,039 | $416.0K | 0.02% | 00.0% | Unchanged |
| Harbor Financial Services, LLC | 1,039 | $416.0K | 0.18% | +10+1.0% | Added |
| Financial Consulate, Inc | 1,041 | $417.0K | 0.15% | +31+3.1% | Added |
| Financial Consulate Inc. | 1,041 | $417.0K | 0.15% | +1,041 | New |
| Woodstock Corp | 1,045 | $418.0K | 0.05% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 1,050 | $420.0K | 0.03% | 00.0% | Unchanged |
| Unigestion Holding SA | 1,058 | $421.0K | 0.02% | −720−40.5% | Reduced |
| Clarus Wealth Advisors | 1,013 | $421.0K | 0.26% | +425+72.3% | Added |
| Guardian Wealth Advisors, LLC | 1,053 | $422.0K | 0.37% | −50−4.5% | Reduced |
| Creative Financial Designs Inc | 1,055 | $422.0K | 0.07% | +3+0.3% | Added |
| Palisades Hudson Asset Management, L.P. | 1,057 | $423.0K | 0.19% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,061 | $425.0K | 0.22% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 1,063 | $426.0K | 0.85% | 00.0% | Unchanged |
| Invst, LLC | 1,021 | $429.0K | 0.07% | +1+0.1% | Added |
| Intercontinental Wealth Advisors, LLC | 1,072 | $429.0K | 0.08% | +401+59.8% | Added |
| Sageworth Trust Co | 1,073 | $430.0K | 0.03% | +1,073 | New |
| Corbett Road Capital Management, LLC | 1,076 | $431.0K | 0.76% | −139−11.4% | Reduced |
| Jacobi Capital Management LLC | 1,077 | $431.0K | 0.06% | −86−7.4% | Reduced |
| Kingfisher Capital LLC | 1,077 | $431.0K | 0.11% | −2−0.2% | Reduced |
| GeoWealth Management, LLC | 1,078 | $432.0K | 0.05% | +33+3.2% | Added |
| Full Sail Capital, LLC | 1,085 | $434.0K | 0.04% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,090 | $436.0K | 0.03% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,089 | $436.0K | 0.20% | +2+0.2% | Added |
| Dimension Capital Management LLC | 1,094 | $438.0K | 0.10% | −275−20.1% | Reduced |
| Grace Capital | 1,100 | $440.0K | 0.29% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,099 | $440.0K | 0.06% | +1,099 | New |
| Arcus Capital Partners, LLC | 1,101 | $441.0K | 0.21% | −357−24.5% | Reduced |
| Patriot Investment Management Inc. | 1,102 | $441.0K | 0.04% | +105+10.5% | Added |
| Capstone Financial Advisors, Inc. | 1,104 | $442.0K | 0.03% | −294−21.0% | Reduced |
| Howland Capital Management LLC | 1,104 | $442.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,108 | $444.0K | 0.26% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,110 | $444.5K | 0.16% | −8−0.7% | Reduced |
| Vista Wealth Management Group, LLC | 1,111 | $445.0K | 0.10% | +116+11.7% | Added |
| Exane Derivatives | 1,064 | $445.3K | 0.10% | +1,058+17,633.3% | Added |