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 |
|---|---|---|---|---|---|
| Paragon Capital Management Ltd | 1,365 | $547.0K | 0.26% | +280+25.8% | Added |
| Eagle Bay Advisors LLC | 1,371 | $553.0K | 0.44% | +1,371 | New |
| Droms Strauss Advisors Inc | 1,446 | $554.0K | 0.26% | −214−12.9% | Reduced |
| Investors Asset Management of Georgia Inc | 1,386 | $555.0K | 0.30% | +21+1.5% | Added |
| SFMG, LLC | 1,385 | $555.0K | 0.06% | +47+3.5% | Added |
| Latitude Advisors, LLC | 1,390 | $557.0K | 0.41% | −60−4.1% | Reduced |
| WealthPLAN Partners, LLC | 1,369 | $558.0K | 0.04% | +12+0.9% | Added |
| Modera Wealth Management, LLC | 1,394 | $558.0K | 0.03% | −26−1.8% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,504 | $560.0K | 0.05% | −1,504−50.0% | Reduced |
| RiverGlades Family Offices LLC | 1,400 | $561.0K | 0.43% | −80−5.4% | Reduced |
| Northeast Investment Management | 1,402 | $561.0K | 0.03% | +15+1.1% | Added |
| Cornercap Investment Counsel Inc | 1,407 | $563.0K | 0.06% | −402−22.2% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 1,406 | $563.0K | 0.12% | +16+1.2% | Added |
| Benin Management CORP | 1,409 | $564.0K | 0.18% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 1,408 | $564.0K | 0.28% | +5+0.4% | Added |
| Hellman Jordan Management Co Inc | 1,410 | $565.0K | 1.00% | −36−2.5% | Reduced |
| Magnolia Capital Advisors LLC | 1,410 | $565.0K | 0.25% | +53+3.9% | Added |
| Islay Capital Management, LLC | 1,423 | $570.0K | 0.46% | −157−9.9% | Reduced |
| Sanders Morris Harris LLC | 1,400 | $573.0K | 0.11% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 1,434 | $574.0K | 0.38% | +479+50.2% | Added |
| Abacus Planning Group, Inc. | 1,439 | $576.0K | 0.18% | −532−27.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 1,438 | $576.0K | 0.28% | +37+2.6% | Added |
| Insight Advisors, LLC | 1,391 | $578.0K | 0.18% | −31−2.2% | Reduced |
| Qci Asset Management Inc | 1,447 | $579.0K | 0.03% | −304−17.4% | Reduced |
| Hartline Investment Corp | 1,449 | $580.0K | 0.07% | 00.0% | Unchanged |
| Brightworth | 1,448 | $580.0K | 0.05% | +13+0.9% | Added |
| Wealthcare Advisory Partners LLC | 1,451 | $581.0K | 0.04% | −150−9.4% | Reduced |
| WBI Investments | 1,452 | $581.0K | 0.09% | +1,452 | New |
| InterOcean Capital Group, LLC | 1,458 | $584.0K | 0.03% | +31+2.2% | Added |
| Visionary Wealth Advisors | 1,458 | $584.0K | 0.06% | +38+2.7% | Added |
| Strategy Asset Managers LLC | 1,459 | $585.0K | 0.12% | +182+14.3% | Added |
| Meyer Handelman Co | 1,466 | $586.0K | 0.02% | +1,466 | New |
| Marotta Asset Management | 1,451 | $587.5K | 0.14% | +8+0.6% | Added |
| Steel Peak Wealth Management LLC | 1,467 | $588.0K | 0.04% | +704+92.3% | Added |
| 1st Source Bank | 1,470 | $589.0K | 0.04% | +97+7.1% | Added |
| Assenagon Asset Management S.A. | 1,473 | $590.0K | 0.00% | +259+21.3% | Added |
| Lindbrook Capital, LLC | 1,490 | $597.0K | 0.13% | +17+1.2% | Added |
| Pzena Investment Management LLC | 1,500 | $601.0K | 0.00% | −35−2.3% | Reduced |
| Titus Wealth Management | 1,502 | $601.0K | 0.33% | −26−1.7% | Reduced |
| First City Capital Management, Inc. | 1,490 | $605.0K | 0.33% | −5−0.3% | Reduced |
| Larson Financial Group LLC | 1,510 | $605.0K | 0.14% | −3−0.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,515 | $606.0K | 0.39% | 00.0% | Unchanged |
| Successful Portfolios LLC | 1,515 | $607.0K | 0.37% | −20−1.3% | Reduced |
| Marquette Asset Management, LLC | 1,524 | $610.0K | 0.13% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,530 | $612.0K | 0.46% | −110−6.7% | Reduced |
| Consolidated Planning Corp | 1,534 | $614.0K | 0.45% | −13−0.8% | Reduced |
| Integrated Investment Consultants, LLC | 1,536 | $615.0K | 0.18% | +215+16.3% | Added |
| Wolff Wiese Magana LLC | 1,540 | $617.0K | 0.44% | +33+2.2% | Added |
| Centaurus Financial, Inc. | 1,542 | $618.0K | 0.05% | +32+2.1% | Added |
| Aaron Wealth Advisors | 1,545 | $618.0K | 0.20% | +71+4.8% | Added |
| Versor Investments LP | 1,546 | $619.0K | 0.02% | −300−16.3% | Reduced |
| Markston International LLC | 1,549 | $620.0K | 0.38% | −260−14.4% | Reduced |
| Krilogy Financial LLC | 1,548 | $620.0K | 0.06% | +38+2.5% | Added |
| Professional Planning | 1,555 | $622.0K | 0.29% | +11+0.7% | Added |
| Investors Financial Group, LLC | 1,553 | $622.0K | 0.33% | +42+2.8% | Added |
| Asset Management Corp | 1,555 | $623.0K | 0.40% | +4+0.3% | Added |
| WealthTrust Axiom LLC | 1,560 | $624.0K | 0.20% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 1,561 | $625.0K | 0.09% | −343−18.0% | Reduced |
| LVW Advisors, LLC | 1,563 | $626.0K | 0.11% | +182+13.2% | Added |
| Main Street Financial Solutions, LLC | 1,566 | $627.0K | 0.10% | +23+1.5% | Added |
| Texas Yale Capital Corp. | 1,568 | $628.0K | 0.04% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,527 | $630.0K | 0.18% | −48−3.0% | Reduced |
| Everett Harris & Co | 1,582 | $633.0K | 0.01% | −143−8.3% | Reduced |
| Thomasville National Bank | 1,600 | $640.0K | 0.07% | −67−4.0% | Reduced |
| Global Trust Asset Management, LLC | 1,606 | $643.0K | 0.31% | −670−29.4% | Reduced |
| Independence Bank of Kentucky | 1,605 | $643.0K | 0.28% | −160−9.1% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,609 | $645.0K | 0.03% | +123+8.3% | Added |
| Cypress Wealth Services, LLC | 1,614 | $646.0K | 0.18% | −204−11.2% | Reduced |
| Private Portfolio Partners LLC | 1,615 | $646.8K | 0.19% | −116−6.7% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 1,618 | $648.0K | 0.23% | −500−23.6% | Reduced |
| Hendley & Co Inc | 1,633 | $654.0K | 0.22% | 00.0% | Unchanged |
| South Shore Capital Advisors | 1,639 | $656.0K | 1.18% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,644 | $658.0K | 0.24% | +414+33.7% | Added |
| Colton Groome Financial Advisors, LLC | 1,645 | $659.0K | 0.30% | +1,645 | New |
| Summit Wealth Partners, LLC | 1,648 | $659.9K | 0.16% | −15−0.9% | Reduced |
| Blueshift Asset Management, LLC | 1,651 | $661.0K | 0.04% | −7,159−81.3% | Reduced |
| Nicolet Bankshares Inc | 1,650 | $661.0K | 0.17% | −37−2.2% | Reduced |
| Glassman Wealth Services | 1,650 | $661.0K | 0.14% | +55+3.4% | Added |
| Chicago Partners Investment Group LLC | 1,607 | $664.0K | 0.05% | +239+17.5% | Added |
| Oxinas Partners Wealth Management LLC | 1,662 | $665.0K | 0.38% | +7+0.4% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,671 | $669.0K | 0.17% | +8+0.5% | Added |
| MBM Wealth Consultants, LLC | 1,669 | $669.0K | 0.31% | +65+4.1% | Added |
| Founders Capital Management, LLC | 1,673 | $670.0K | 0.16% | +50+3.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,675 | $671.0K | 0.50% | +1,675 | New |
| Parsons Capital Management Inc | 1,686 | $675.0K | 0.05% | 00.0% | Unchanged |
| Graypoint LLC | 1,693 | $678.0K | 0.09% | +260+18.1% | Added |
| Avidian Wealth Solutions, LLC | 1,698 | $680.0K | 0.05% | −103−5.7% | Reduced |
| Codex Capital, L.L.C. | 1,700 | $680.0K | 0.36% | +1,700 | New |
| Hexagon Capital Partners LLC | 1,708 | $684.0K | 0.19% | −110−6.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,713 | $686.0K | 0.04% | −153−8.2% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 1,712 | $686.0K | 0.15% | +1,712 | New |
| Renaissance Investment Group LLC | 1,720 | $689.0K | 0.18% | −50−2.8% | Reduced |
| Beck Mack & Oliver LLC | 1,721 | $689.0K | 0.02% | +500+41.0% | Added |
| Amarillo National Bank | 1,723 | $690.0K | 0.20% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,733 | $694.0K | 0.07% | −440−20.2% | Reduced |
| JSF Financial, LLC | 1,736 | $695.0K | 0.41% | +141+8.8% | Added |
| Darwin Advisors, LLC | 1,741 | $697.0K | 0.11% | −50−2.8% | Reduced |
| Bingham Osborn & Scarborough LLC | 1,741 | $697.0K | 0.05% | +286+19.7% | Added |
| Enterprise Financial Services Corp | 1,742 | $698.0K | 0.11% | −40−2.2% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 1,745 | $699.0K | 0.03% | +1,745 | New |