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 |
|---|---|---|---|---|---|
| Safeguard Investment Advisory Group, LLC | 2,166 | $867.0K | 0.62% | +99+4.8% | Added |
| BCGM Wealth Management, LLC | 2,104 | $867.0K | 0.51% | +266+14.5% | Added |
| Arvest Bank Trust Division | 2,168 | $868.0K | 0.05% | +627+40.7% | Added |
| American State Bank (Iowa) | 2,174 | $870.6K | 0.68% | +29+1.4% | Added |
| TLWM | 2,212 | $878.0K | 0.31% | +47+2.2% | Added |
| Westshore Wealth, LLC | 2,195 | $879.0K | 0.45% | +200+10.0% | Added |
| Meridian Financial Partners LLC | 2,131 | $880.0K | 0.60% | +49+2.4% | Added |
| Asset Advisors Investment Management, LLC | 2,200 | $881.0K | 0.10% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 2,205 | $883.0K | 0.17% | +20+0.9% | Added |
| Trillium Asset Management, LLC | 2,211 | $885.0K | 0.02% | +538+32.2% | Added |
| Laurion Capital Management LP | 2,214 | $887.0K | 0.01% | +2,214 | New |
| XML Financial, LLC | 2,218 | $888.0K | 0.20% | −685−23.6% | Reduced |
| Hollencrest Capital Management | 2,226 | $891.0K | 0.08% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 2,224 | $891.0K | 0.26% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 2,230 | $893.0K | 0.50% | +80+3.7% | Added |
| GFG Capital, LLC | 2,232 | $894.0K | 0.27% | +9+0.4% | Added |
| Bridgewater Advisors Inc. | 2,238 | $896.0K | 0.28% | +93+4.3% | Added |
| LS Investment Advisors, LLC | 2,239 | $897.0K | 0.11% | −18,279−89.1% | Reduced |
| Centerpoint Advisors, LLC | 2,240 | $897.0K | 0.42% | +1,518+210.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,247 | $900.0K | 0.16% | +169+8.1% | Added |
| Nwam LLC | 2,253 | $902.0K | 0.08% | −160−6.6% | Reduced |
| Summit Financial, LLC | 2,254 | $902.6K | 0.09% | +2,254 | New |
| Aevitas Wealth Management, Inc. | 2,256 | $903.0K | 0.58% | −16−0.7% | Reduced |
| Ssi Investment Management LLC | 2,261 | $905.0K | 0.06% | −8−0.4% | Reduced |
| Trust Co of Toledo NA | 2,267 | $908.0K | 0.15% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 2,272 | $910.0K | 0.64% | −14−0.6% | Reduced |
| Shepherd Financial Partners LLC | 2,275 | $911.0K | 0.17% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 2,278 | $912.0K | 0.51% | +6+0.3% | Added |
| Westhampton Capital, LLC | 2,285 | $915.0K | 0.59% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 2,287 | $916.0K | 0.08% | −61−2.6% | Reduced |
| Perritt Capital Management Inc | 2,295 | $919.0K | 0.48% | −355−13.4% | Reduced |
| Key Financial Inc | 2,230 | $919.0K | 0.51% | +280+14.4% | Added |
| Xcel Wealth Management, LLC | 2,306 | $923.0K | 0.28% | −355−13.3% | Reduced |
| Journey Advisory Group, LLC | 2,305 | $923.0K | 0.29% | +383+19.9% | Added |
| Nicholas Hoffman & Company, LLC. | 2,308 | $924.0K | 0.17% | +432+23.0% | Added |
| Private Capital Group, LLC | 2,315 | $927.0K | 0.21% | +40+1.8% | Added |
| Uncommon Cents Investing LLC | 2,320 | $929.0K | 0.37% | 00.0% | Unchanged |
| Nachman Norwood & Parrott, Inc | 2,344 | $939.0K | 0.10% | +7+0.3% | Added |
| KB Financial Partners, LLC | 2,352 | $942.0K | 0.36% | −454−16.2% | Reduced |
| Ropes Wealth Advisors LLC | 2,354 | $943.0K | 0.15% | +584+33.0% | Added |
| Stock Yards Bank & Trust Co | 2,357 | $944.0K | 0.06% | +280+13.5% | Added |
| USA Financial Portformulas Corp | 2,362 | $946.0K | 0.79% | −1,498−38.8% | Reduced |
| Prestige Wealth Management Group LLC | 2,362 | $946.0K | 0.25% | +324+15.9% | Added |
| First Horizon Corp | 2,379 | $952.0K | 0.09% | −1,646−40.9% | Reduced |
| Valtinson Bruner Financial Planning LLC | 2,296 | $953.0K | 0.54% | +3+0.1% | Added |
| Clear Perspective Advisors, LLC | 2,381 | $953.0K | 0.33% | +191+8.7% | Added |
| Financial Advocates Investment Management | 2,395 | $959.0K | 0.07% | −924−27.8% | Reduced |
| Investment Advisory Services Inc | 2,399 | $961.0K | 0.59% | +2,399 | New |
| DT Investment Partners, LLC | 2,405 | $963.0K | 0.13% | +172+7.7% | Added |
| Founders Financial Alliance, LLC | 2,410 | $966.0K | 0.44% | +42+1.8% | Added |
| PBMares Wealth Management LLC | 2,420 | $969.0K | 0.53% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 2,422 | $970.0K | 0.41% | +85+3.6% | Added |
| CoreFirst Bank & Trust | 2,425 | $971.0K | 0.66% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 2,437 | $975.0K | 0.18% | +33+1.4% | Added |
| Kanawha Capital Management LLC | 2,442 | $978.0K | 0.09% | −85−3.4% | Reduced |
| Vivaldi Capital Management, LLC | 2,389 | $979.0K | 0.20% | −43−1.8% | Reduced |
| Elite Wealth Management, Inc. | 2,452 | $982.0K | 0.43% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 2,431 | $984.0K | 0.42% | +189+8.4% | Added |
| Professional Financial Advisors, LLC | 2,473 | $985.0K | 0.54% | −4−0.2% | Reduced |
| Foster Group, Inc. | 2,466 | $987.0K | 0.11% | +25+1.0% | Added |
| Geller Advisors LLC | 2,469 | $989.0K | 0.21% | −6−0.2% | Reduced |
| Crescent Capital Consulting, LLC | 2,473 | $990.0K | 0.19% | +15+0.6% | Added |
| Park National Corp | 2,474 | $991.0K | 0.04% | −405−14.1% | Reduced |
| First Commonwealth Financial Corp | 2,476 | $991.0K | 0.35% | −143−5.5% | Reduced |
| Sutton Wealth Advisors Inc. | 2,475 | $991.1K | 0.36% | +30+1.2% | Added |
| Wealth Management Associates, Inc. | 2,481 | $993.5K | 0.56% | −199−7.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,483 | $994.0K | 0.36% | +36+1.5% | Added |
| Adirondack Trust Co | 2,495 | $999.0K | 0.50% | +10+0.4% | Added |
| Essex Savings Bank | 2,437 | $1.00M | 0.39% | +95+4.1% | Added |
| Monte Financial Group, LLC | 2,509 | $1.00M | 0.57% | −26−1.0% | Reduced |
| Opal Wealth Advisors, LLC | 2,526 | $1.01M | 0.94% | −82−3.1% | Reduced |
| Cadence Bank NA | 2,530 | $1.01M | 0.30% | −145−5.4% | Reduced |
| Baker Boyer National Bank | 1,977 | $1.01M | 0.51% | +1,977 | New |
| Plante Moran Financial Advisors, LLC | 2,539 | $1.02M | 0.25% | +119+4.9% | Added |
| Seven Springs Wealth Group, LLC | 2,544 | $1.02M | 0.44% | +940+58.6% | Added |
| LaFleur & Godfrey LLC | 2,545 | $1.02M | 0.15% | +2,545 | New |
| Psagot Investment House Ltd. | 2,555 | $1.02M | 0.04% | +165+6.9% | Added |
| Algert Global LLC | 2,564 | $1.03M | 0.35% | +2,564 | New |
| Camelot Portfolios, LLC | 2,569 | $1.03M | 0.42% | −224−8.0% | Reduced |
| Camden Capital, LLC | 2,571 | $1.03M | 0.24% | +79+3.2% | Added |
| Intellectus Partners, LLC | 2,576 | $1.03M | 0.23% | −69−2.6% | Reduced |
| GYL Financial Synergies, LLC | 2,574 | $1.03M | 0.53% | +76+3.0% | Added |
| Court Place Advisors, LLC | 2,587 | $1.04M | 0.30% | −25−1.0% | Reduced |
| Convergence Investment Partners, LLC | 2,600 | $1.04M | 0.45% | −135−4.9% | Reduced |
| Bank of Stockton | 2,599 | $1.04M | 0.31% | +1,132+77.2% | Added |
| Franklin Street Advisors Inc | 2,611 | $1.05M | 0.09% | −160−5.8% | Reduced |
| 1776 Wealth LLC | 2,613 | $1.05M | 0.59% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,624 | $1.05M | 0.06% | +325+14.1% | Added |
| Stratos Wealth Advisors, LLC | 2,629 | $1.05M | 0.09% | +1,053+66.8% | Added |
| KFA Private Wealth Group, LLC | 2,631 | $1.05M | 0.58% | −10.0% | Reduced |
| Cutler Group LP | 2,633 | $1.05M | 0.08% | +2,533+2,533.0% | Added |
| Regal Investment Advisors LLC | 2,633 | $1.05M | 0.11% | +2,633 | New |
| Bard Financial Services, Inc. | 2,640 | $1.06M | 0.09% | 00.0% | Unchanged |
| State of Wyoming | 2,648 | $1.06M | 0.67% | +722+37.5% | Added |
| Old Dominion Capital Management Inc | 2,655 | $1.06M | 0.23% | +39+1.5% | Added |
| Atlas Capital Advisors LLC | 2,663 | $1.07M | 0.18% | +87+3.4% | Added |
| Cornerstone Advisory, LLC | 2,665 | $1.07M | 0.18% | +200+8.1% | Added |
| Hallmark Capital Management Inc | 2,673 | $1.07M | 0.09% | +21+0.8% | Added |
| Bassett Hargrove Investment Counsel, LLC | 2,680 | $1.07M | 1.60% | +2,680 | New |
| Golden State Wealth Management, LLC | 2,681 | $1.07M | 0.24% | −901−25.2% | Reduced |