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 |
|---|---|---|---|---|---|
| Fiduciary Planning LLC | 1,117 | $447.0K | 0.39% | +1,117 | New |
| Sovereign Financial Group, Inc. | 1,203 | $448.0K | 0.27% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,120 | $448.0K | 0.09% | +1,120 | New |
| Spotlight Asset Group, Inc. | 1,122 | $449.0K | 0.17% | −514−31.4% | Reduced |
| Wedgewood Investors Inc | 1,120 | $449.0K | 0.57% | 00.0% | Unchanged |
| First Citizens Financial Corp | 1,123 | $450.0K | 0.34% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,126 | $451.0K | 0.19% | −12−1.1% | Reduced |
| MEMBERS Trust Co | 1,129 | $452.0K | 0.01% | +110+10.8% | Added |
| Inspire Advisors, LLC | 1,132 | $453.0K | 0.15% | −1,290−53.3% | Reduced |
| Wexford Capital LP | 1,139 | $456.0K | 0.07% | +1,139 | New |
| Echo Street Capital Management LLC | 1,140 | $457.0K | 0.00% | −741−39.4% | Reduced |
| Gables Capital Management Inc. | 1,140 | $457.0K | 0.31% | 00.0% | Unchanged |
| BCS Wealth Management | 1,142 | $457.0K | 0.24% | +10+0.9% | Added |
| Kessler Investment Group, LLC | 1,142 | $457.0K | 0.36% | +910+392.2% | Added |
| Dillon & Associates Inc | 1,144 | $458.0K | 0.09% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,146 | $459.0K | 0.30% | +251+28.0% | Added |
| Element Pointe Advisors, LLC | 1,115 | $462.0K | 0.14% | −114−9.3% | Reduced |
| TD Ameritrade Investment Management, LLC | 1,156 | $463.0K | 0.00% | +319+38.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,160 | $465.0K | 0.09% | 00.0% | Unchanged |
| ACG Wealth | 1,163 | $466.0K | 0.06% | −173−12.9% | Reduced |
| First National Bank of South Miami | 1,164 | $466.0K | 0.32% | +70+6.4% | Added |
| Alliance Wealth Advisors, LLC | 1,171 | $469.0K | 0.42% | +27+2.4% | Added |
| Telos Capital Management, Inc. | 1,175 | $471.0K | 0.06% | 00.0% | Unchanged |
| Old Port Advisors | 1,136 | $471.0K | 0.17% | −10−0.9% | Reduced |
| WMS Partners, LLC | 1,175 | $471.0K | 0.07% | +36+3.2% | Added |
| Golden State Equity Partners | 1,182 | $473.0K | 0.18% | +142+13.7% | Added |
| Asset Management Group, Inc. | 1,183 | $474.0K | 0.10% | +4+0.3% | Added |
| Fort Point Capital Partners LLC | 1,186 | $475.0K | 0.09% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 1,188 | $475.0K | 0.26% | +24+2.1% | Added |
| TCG Advisory Services, LLC | 1,190 | $476.0K | 0.13% | −114−8.7% | Reduced |
| Towerpoint Wealth, LLC | 1,189 | $476.0K | 0.24% | +47+4.1% | Added |
| Aveo Capital Partners, LLC | 1,194 | $478.0K | 0.11% | +48+4.2% | Added |
| Penobscot Wealth Management | 1,197 | $479.0K | 0.46% | +1,197 | New |
| TCI Wealth Advisors, Inc. | 1,198 | $480.0K | 0.08% | +29+2.5% | Added |
| Hoylecohen, LLC | 1,198 | $480.0K | 0.05% | +49+4.3% | Added |
| BCJ Capital Management, LLC | 1,199 | $480.0K | 0.05% | +337+39.1% | Added |
| New England Asset Management Inc | 1,200 | $481.0K | 0.01% | 00.0% | Unchanged |
| Saturna Capital CORP | 1,200 | $481.0K | 0.01% | 00.0% | Unchanged |
| Family Management Corp | 1,204 | $482.0K | 0.13% | +544+82.4% | Added |
| Americana Partners, LLC | 1,330 | $483.0K | 0.25% | +424+46.8% | Added |
| 55I, LLC | 1,212 | $485.0K | 0.02% | +401+49.4% | Added |
| Baldwin Brothers Inc | 1,216 | $487.0K | 0.05% | +30+2.5% | Added |
| ICW Investment Advisors LLC | 1,217 | $487.0K | 0.32% | +33+2.8% | Added |
| Curi Capital | 1,220 | $488.0K | 0.24% | +1+0.1% | Added |
| Security National Trust Co | 1,221 | $489.0K | 0.11% | +11+0.9% | Added |
| Peoples Bank | 1,220 | $489.0K | 0.26% | +244+25.0% | Added |
| Cornerstone Wealth Management, LLC | 1,224 | $490.0K | 0.05% | −30−2.4% | Reduced |
| MV Capital Management, Inc. | 1,226 | $491.0K | 0.08% | +117+10.6% | Added |
| Sandbox Financial Partners, LLC | 1,227 | $492.0K | 0.37% | −42−3.3% | Reduced |
| Quantitative Value Technologies, LLC | 1,229 | $492.0K | 0.81% | +200+19.4% | Added |
| Leonteq Securities AG | 1,243 | $497.7K | 0.04% | −2,920−70.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,245 | $499.0K | 0.21% | +200+19.1% | Added |
| Crescent Grove Advisors, LLC | 1,245 | $499.0K | 0.05% | +1,245 | New |
| Strategic Blueprint, LLC | 1,247 | $499.0K | 0.08% | +1,247 | New |
| Symphony Financial, Ltd. Co. | 1,251 | $500.0K | 0.17% | −1,607−56.2% | Reduced |
| LBMC Investment Advisors, LLC | 1,255 | $503.0K | 0.05% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 1,257 | $503.0K | 0.55% | +37+3.0% | Added |
| Summit Place Financial Advisors, LLC | 1,260 | $505.0K | 0.37% | 00.0% | Unchanged |
| Pacific Edge Advisors, LLC | 1,260 | $505.0K | 0.26% | +38+3.1% | Added |
| Univest Financial Corp | 1,261 | $505.0K | 0.14% | +213+20.3% | Added |
| Lenox Wealth Advisors, LLC | 1,264 | $506.0K | 0.06% | +388+44.3% | Added |
| Redwood Investment Management, LLC | 1,267 | $507.0K | 0.08% | −1,428−53.0% | Reduced |
| Jeereddi Investments, LP | 1,268 | $508.0K | 0.43% | −532−29.6% | Reduced |
| Merit Financial Group, LLC | 1,269 | $508.0K | 0.05% | −43−3.3% | Reduced |
| Baker Ellis Asset Management LLC | 1,269 | $508.0K | 0.10% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 1,270 | $508.0K | 0.25% | +353+38.5% | Added |
| WealthBridge Capital Management, LLC | 1,272 | $509.0K | 0.19% | −25−1.9% | Reduced |
| Lesa Sroufe & Co | 1,270 | $509.0K | 0.51% | 00.0% | Unchanged |
| Eidelman Virant Capital | 1,275 | $510.0K | 0.20% | −150−10.5% | Reduced |
| Cabot Wealth Management Inc | 1,273 | $510.0K | 0.07% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,274 | $510.0K | 0.15% | +197+18.3% | Added |
| Capstone Investment Advisors, LLC | 1,277 | $511.0K | 0.01% | +4+0.3% | Added |
| Aldebaran Financial Inc. | 1,270 | $511.0K | 0.45% | 00.0% | Unchanged |
| White Pine Capital LLC | 1,240 | $511.0K | 0.15% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,276 | $511.0K | 0.08% | +48+3.9% | Added |
| Country Trust Bank | 1,279 | $512.0K | 0.02% | −9−0.7% | Reduced |
| Bank Ozk | 1,285 | $515.0K | 0.23% | −35−2.7% | Reduced |
| BEAM Asset Management, LLC | 1,292 | $517.0K | 0.45% | +35+2.8% | Added |
| Chelsea Counsel Co | 1,294 | $518.0K | 0.24% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,293 | $518.0K | 0.17% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,296 | $519.0K | 0.19% | +280+27.6% | Added |
| CVA Family Office, LLC | 1,296 | $519.0K | 0.15% | +376+40.9% | Added |
| Vontobel Swiss Wealth Advisors AG | 1,299 | $520.0K | 0.27% | +1,299 | New |
| Armbruster Capital Management, Inc. | 1,300 | $521.0K | 0.15% | 00.0% | Unchanged |
| Winfield Associates, Inc. | 1,307 | $523.0K | 0.19% | −71−5.2% | Reduced |
| PrairieView Partners, LLC | 1,309 | $524.0K | 0.08% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,314 | $526.0K | 0.33% | −61−4.4% | Reduced |
| Anchor Capital Advisors LLC | 1,323 | $530.0K | 0.01% | −10−0.8% | Reduced |
| CFM Wealth Partners LLC | 1,332 | $533.0K | 0.14% | 00.0% | Unchanged |
| BCK Partners, Inc. | 1,342 | $537.0K | 0.36% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,344 | $538.0K | 0.35% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 1,349 | $540.0K | 0.03% | −749−35.7% | Reduced |
| Fortis Advisors, LLC | 1,349 | $540.0K | 0.31% | +569+72.9% | Added |
| Teza Capital Management LLC | 1,348 | $540.0K | 0.09% | +1,348 | New |
| Birinyi Associates Inc | 1,350 | $541.0K | 0.19% | −200−12.9% | Reduced |
| Samalin Investment Counsel, LLC | 1,351 | $541.0K | 0.35% | −15−1.1% | Reduced |
| Adviser Investments LLC | 1,354 | $542.0K | 0.04% | −35−2.5% | Reduced |
| Alhambra Investment Partners LLC | 1,354 | $542.0K | 0.41% | +77+6.0% | Added |
| Navellier & Associates Inc | 1,362 | $545.0K | 0.08% | +4+0.3% | Added |
| Krane Funds Advisors LLC | 1,364 | $546.0K | 0.02% | +134+10.9% | Added |