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 |
|---|---|---|---|---|---|
| Fortis Capital Management LLC | 1,750 | $701.0K | 0.36% | +474+37.1% | Added |
| Cary Street Partner Investment Advisory LLC | 1,754 | $702.0K | 0.23% | −13−0.7% | Reduced |
| BSW Wealth Partners | 1,752 | $702.0K | 0.19% | +215+14.0% | Added |
| Capital One Financial Corp | 1,755 | $703.0K | 0.09% | +78+4.7% | Added |
| Heron Bay Capital Management | 1,759 | $704.0K | 0.39% | −575−24.6% | Reduced |
| Ballast Advisors LLC | 1,768 | $708.0K | 0.30% | +2+0.1% | Added |
| Argent Advisors, Inc. | 1,767 | $708.0K | 0.43% | +111+6.7% | Added |
| First Pacific Financial | 1,778 | $712.0K | 0.39% | +204+13.0% | Added |
| Secure Asset Management, LLC | 1,777 | $712.0K | 0.36% | +261+17.2% | Added |
| Keystone Financial Group | 1,785 | $715.0K | 0.13% | +205+13.0% | Added |
| Jeppson Wealth Management, LLC | 1,792 | $717.0K | 0.39% | −10−0.6% | Reduced |
| Castleview Partners, LLC | 1,791 | $717.0K | 0.31% | +1,791 | New |
| Koss-Olinger Consulting, LLC | 1,796 | $719.0K | 0.11% | +118+7.0% | Added |
| MCF Advisors LLC | 1,796 | $719.0K | 0.07% | +122+7.3% | Added |
| Donald L. Hagan, LLC | 1,798 | $720.0K | 0.42% | +107+6.3% | Added |
| Stableford Capital II LLC | 1,809 | $724.0K | 0.35% | +10+0.6% | Added |
| Summit Wealth Group, LLC | 1,813 | $726.0K | 1.08% | +8+0.4% | Added |
| Financial Partners Group, Inc | 1,815 | $727.0K | 0.19% | −2−0.1% | Reduced |
| Oldfather Financial Services, LLC | 1,766 | $727.0K | 0.40% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 1,822 | $729.0K | 0.17% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,782 | $729.0K | 0.10% | −10−0.6% | Reduced |
| Heck Capital Advisors, LLC | 1,822 | $729.6K | 0.14% | +25+1.4% | Added |
| Source Financial Advisors LLC | 1,823 | $730.0K | 0.19% | +92+5.3% | Added |
| Prelude Capital Management, LLC | 1,822 | $730.0K | 0.04% | +1,822 | New |
| One Capital Management, LLC | 1,836 | $735.0K | 0.07% | +264+16.8% | Added |
| Maven Securities LTD | 1,838 | $736.0K | 0.08% | −5,467−74.8% | Reduced |
| Pointe Capital Management LLC | 1,837 | $736.0K | 0.52% | +33+1.8% | Added |
| AGF Investments LLC | 1,841 | $737.0K | 0.08% | +1,701+1,215.0% | Added |
| Letko, Brosseau & Associates Inc | 1,850 | $741.0K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,851 | $741.0K | 0.05% | +30+1.6% | Added |
| Cable Hill Partners, LLC | 1,850 | $741.0K | 0.18% | +500+37.0% | Added |
| KLK Capital Management LLC | 1,854 | $742.0K | 0.64% | +1,854 | New |
| Parkside Financial Bank & Trust | 1,862 | $746.0K | 0.22% | +162+9.5% | Added |
| Texas Capital Bancshares Inc | 1,871 | $749.0K | 0.54% | +5+0.3% | Added |
| Montecito Bank & Trust | 1,871 | $749.0K | 0.14% | +142+8.2% | Added |
| F3Logic, LLC | 1,873 | $750.0K | 0.09% | +9+0.5% | Added |
| American Money Management, LLC | 1,875 | $751.0K | 0.25% | +10+0.5% | Added |
| Campion Asset Management LLC | 1,880 | $753.0K | 0.63% | 00.0% | Unchanged |
| Washington Trust Co | 1,882 | $753.0K | 0.02% | +32+1.7% | Added |
| Smith, Salley & Associates | 1,880 | $753.0K | 0.06% | +41+2.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,888 | $756.0K | 0.12% | −222−10.5% | Reduced |
| Colonial River Wealth Management, LLC | 1,892 | $758.0K | 0.54% | −53−2.7% | Reduced |
| Detalus Advisors, LLC | 1,893 | $758.0K | 0.40% | +10+0.5% | Added |
| Profit Investment Management, LLC | 1,896 | $759.0K | 0.40% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 1,900 | $761.0K | 0.10% | 00.0% | Unchanged |
| Camden National Bank | 1,903 | $762.0K | 0.14% | +1+0.1% | Added |
| Formidable Asset Management, LLC | 1,908 | $764.0K | 0.16% | +473+33.0% | Added |
| Lokken Investment Group LLC | 1,915 | $767.0K | 0.62% | +10+0.5% | Added |
| Investment Partners, Ltd. | 1,923 | $770.0K | 0.35% | −56−2.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,926 | $771.0K | 0.17% | −659−25.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,927 | $771.0K | 0.39% | −87−4.3% | Reduced |
| Am Investment Strategies LLC | 1,928 | $772.0K | 0.20% | +2+0.1% | Added |
| Crawford Investment Counsel Inc | 1,929 | $772.0K | 0.02% | +350+22.2% | Added |
| Berkeley Capital Partners, LLC | 1,933 | $774.0K | 0.34% | −27−1.4% | Reduced |
| Wall Street Access Asset Management, LLC | 1,937 | $775.0K | 0.44% | +1,937 | New |
| Humankind Investments LLC | 1,966 | $787.0K | 0.37% | +619+46.0% | Added |
| Brown Capital Management LLC | 1,970 | $789.0K | 0.01% | −41−2.0% | Reduced |
| Rock Creek Group, LP | 1,976 | $791.0K | 0.12% | +39+2.0% | Added |
| Ironwood Investment Counsel, LLC | 1,980 | $792.0K | 0.21% | +2+0.1% | Added |
| Financial Engines Advisors L.L.C. | 1,980 | $793.0K | 0.00% | −1,039−34.4% | Reduced |
| Riverview Trust Co | 1,980 | $793.0K | 0.84% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 1,983 | $794.0K | 0.34% | 00.0% | Unchanged |
| Foundry Partners, LLC | 1,983 | $794.0K | 0.03% | +50+2.6% | Added |
| Farr Miller & Washington LLC | 1,983 | $794.0K | 0.05% | +500+33.7% | Added |
| Verdence Capital Advisors LLC | 1,992 | $797.0K | 0.11% | +80+4.2% | Added |
| united american securities inc. (d/b/a uas asset management) | 2,000 | $801.0K | 0.20% | +2,000 | New |
| Advisor Resource Council | 2,014 | $806.0K | 0.08% | +2,014 | New |
| Wealth Management Partners, LLC | 2,017 | $808.0K | 0.56% | +84+4.3% | Added |
| Covenant Multifamily Offices, LLC | 2,019 | $808.0K | 0.15% | +424+26.6% | Added |
| Pure Financial Advisors, Inc. | 2,021 | $809.0K | 0.07% | +4+0.2% | Added |
| Tectonic Advisors LLC | 2,023 | $810.0K | 0.17% | −174−7.9% | Reduced |
| Trustcore Financial Services, LLC | 2,028 | $812.0K | 0.09% | +143+7.6% | Added |
| Bluesphere Advisors, LLC | 2,034 | $814.0K | 0.72% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,055 | $822.0K | 0.05% | +20+1.0% | Added |
| Prentice Wealth Management LLC | 2,055 | $823.0K | 0.42% | +188+10.1% | Added |
| McDaniel Terry & Co | 2,057 | $824.0K | 0.09% | +12+0.6% | Added |
| Sage Rhino Capital LLC | 2,057 | $824.0K | 0.24% | +18+0.9% | Added |
| DAGCO, Inc. | 2,063 | $826.0K | 0.37% | −10−0.5% | Reduced |
| Calton & Associates, Inc. | 2,072 | $832.0K | 0.16% | −58−2.7% | Reduced |
| Ellevest, Inc. | 2,086 | $835.0K | 0.08% | +312+17.6% | Added |
| Sunflower Bank, N.A. | 2,090 | $837.0K | 0.13% | −129−5.8% | Reduced |
| Kathmere Capital Management, LLC | 2,092 | $838.0K | 0.16% | 00.0% | Unchanged |
| Bollard Group LLC | 2,092 | $838.0K | 0.03% | +8+0.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,092 | $838.0K | 0.37% | +22+1.1% | Added |
| Collective Family Office LLC | 2,099 | $841.0K | 0.36% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,102 | $842.0K | 0.38% | +30+1.4% | Added |
| RSM US Wealth Management LLC | 2,108 | $844.0K | 0.05% | +4+0.2% | Added |
| Thompson Siegel & Walmsley LLC | 2,110 | $845.0K | 0.01% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 2,124 | $851.0K | 0.17% | +2,124 | New |
| Trinity Legacy Partners, LLC | 2,035 | $852.0K | 0.31% | 00.0% | Unchanged |
| Glenview State Bank Trust Dept. | 2,130 | $853.0K | 0.26% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 2,132 | $854.0K | 0.51% | +132+6.6% | Added |
| Prudent Man Advisors, LLC | 2,138 | $856.0K | 0.33% | +93+4.5% | Added |
| CNB Bank | 2,144 | $858.0K | 0.54% | −124−5.5% | Reduced |
| Ausdal Financial Partners, Inc. | 2,152 | $862.0K | 0.13% | −227−9.5% | Reduced |
| Sargent Investment Group, LLC | 2,160 | $865.0K | 0.21% | −8−0.4% | Reduced |
| Soltis Investment Advisors LLC | 2,160 | $865.0K | 0.14% | +951+78.7% | Added |
| Andesa Financial Management Inc. | 2,165 | $866.0K | 0.26% | −87−3.9% | Reduced |
| McLean Asset Management Corp | 2,063 | $866.0K | 0.39% | +9+0.4% | Added |
| Sage Mountain Advisors LLC | 2,163 | $866.0K | 0.14% | +477+28.3% | Added |