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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 15,422 | $6.18M | 0.34% | +278+1.8% | Added |
| Kovitz Investment Group Partners, LLC | 15,415 | $6.17M | 0.12% | +1,624+11.8% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 15,498 | $6.17M | 0.80% | +204+1.3% | Added |
| Parkwood LLC | 15,403 | $6.17M | 1.08% | +2,464+19.0% | Added |
| Rothschild Capital Partners, LLC | 15,394 | $6.16M | 1.97% | −304−1.9% | Reduced |
| KCM Investment Advisors LLC | 15,390 | $6.16M | 0.25% | +248+1.6% | Added |
| BOK Financial Private Wealth, Inc. | 15,384 | $6.16M | 0.50% | +578+3.9% | Added |
| Evergreen Capital Management LLC | 15,382 | $6.16M | 0.29% | +50+0.3% | Added |
| Quantbot Technologies LP | 15,384 | $6.16M | 0.48% | +15,384 | New |
| Avitas Wealth Management LLC | 15,363 | $6.15M | 1.10% | +397+2.7% | Added |
| Bluefin Capital Management, LLC | 15,342 | $6.14M | 0.43% | +8,902+138.2% | Added |
| Lester Murray Antman dba SimplyRich | 15,341 | $6.14M | 2.82% | +42+0.3% | Added |
| HighPoint Advisor Group LLC | 15,318 | $6.13M | 0.62% | +2,799+22.4% | Added |
| Icon Wealth Partners, LLC | 15,308 | $6.13M | 0.66% | +721+4.9% | Added |
| Coldstream Capital Management Inc | 15,295 | $6.13M | 0.25% | +411+2.8% | Added |
| Icon Advisers Inc | 15,219 | $6.09M | 0.99% | 00.0% | Unchanged |
| Alcosta Capital Management, Inc. | 15,203 | $6.09M | 3.75% | +1,136+8.1% | Added |
| Pensionfund Sabic | 15,200 | $6.09M | 1.30% | 00.0% | Unchanged |
| Murphy Capital Management Inc | 15,127 | $6.06M | 0.69% | +824+5.8% | Added |
| AMG National Trust Bank | 15,026 | $6.02M | 0.19% | +217+1.5% | Added |
| SOL Capital Management CO | 15,016 | $6.01M | 1.19% | −1,110−6.9% | Reduced |
| Cunning Capital Partners, LP | 15,000 | $6.01M | 3.22% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 14,983 | $6.00M | 0.24% | +2,023+15.6% | Added |
| Integrated Advisors Network LLC | 14,946 | $5.99M | 0.44% | +293+2.0% | Added |
| Armstrong Shaw Associates Inc | 14,939 | $5.98M | 5.20% | −489−3.2% | Reduced |
| Fieldpoint Private Securities, LLC | 14,510 | $5.97M | 1.31% | +185+1.3% | Added |
| Johanson Financial Advisors, Inc. | 14,219 | $5.97M | 2.02% | +628+4.6% | Added |
| Ashton Thomas Private Wealth, LLC | 14,877 | $5.96M | 0.91% | −524−3.4% | Reduced |
| Optimum Investment Advisors | 14,816 | $5.93M | 1.85% | −2,132−12.6% | Reduced |
| Signaturefd, LLC | 14,795 | $5.92M | 0.24% | +1,179+8.7% | Added |
| GPM Growth Investors, Inc. | 14,762 | $5.91M | 3.11% | −44−0.3% | Reduced |
| Bowling Portfolio Management LLC | 14,708 | $5.89M | 1.32% | +6,358+76.1% | Added |
| First Hawaiian Bank | 14,701 | $5.89M | 0.24% | −5,281−26.4% | Reduced |
| Eudaimonia Partners, LLC | 14,678 | $5.88M | 1.10% | −2,388−14.0% | Reduced |
| Jefferies Group LLC | 14,640 | $5.86M | 0.10% | −99,921−87.2% | Reduced |
| Riverpark Capital Management LLC | 14,586 | $5.84M | 2.32% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 14,562 | $5.83M | 1.79% | −17−0.1% | Reduced |
| YorkBridge Wealth Partners, LLC | 14,474 | $5.80M | 1.51% | +197+1.4% | Added |
| Marino, Stram & Associates LLC | 14,474 | $5.80M | 1.51% | +13,866+2,280.6% | Added |
| Stokes Capital Advisors, LLC | 14,441 | $5.78M | 1.90% | +1,752+13.8% | Added |
| Smithbridge Asset Management Inc | 14,421 | $5.78M | 1.88% | +125+0.9% | Added |
| Blue Edge Capital, LLC | 14,395 | $5.76M | 1.20% | −279−1.9% | Reduced |
| Marshall Wace, LLP | 14,387 | $5.76M | 0.03% | −17,348−54.7% | Reduced |
| Symmetry Partners, LLC | 14,384 | $5.76M | 0.38% | −3,352−18.9% | Reduced |
| King Luther Capital Management Corp | 14,337 | $5.74M | 0.03% | +294+2.1% | Added |
| S&T Bank | 14,301 | $5.73M | 0.89% | +632+4.6% | Added |
| Clearstead Advisors, LLC | 14,235 | $5.70M | 0.44% | +36+0.3% | Added |
| Goodwin Daniel L | 14,110 | $5.65M | 2.69% | 00.0% | Unchanged |
| Toroso Investments, LLC | 14,080 | $5.64M | 0.22% | +9,763+226.2% | Added |
| Blue Fin Capital, Inc. | 14,066 | $5.63M | 1.74% | −470−3.2% | Reduced |
| Sandy Spring Bank | 14,005 | $5.61M | 0.30% | +8+0.1% | Added |
| Boston Financial Mangement LLC | 13,972 | $5.59M | 0.23% | −124−0.9% | Reduced |
| Capital Investment Advisors, LLC | 13,968 | $5.59M | 0.19% | +1,056+8.2% | Added |
| Tiger Eye Capital LLC | 13,966 | $5.59M | 1.43% | +11,300+423.9% | Added |
| Ninety One North America, Inc. | 13,910 | $5.57M | 0.26% | −254−1.8% | Reduced |
| Broadleaf Partners, LLC | 13,826 | $5.54M | 1.92% | −437−3.1% | Reduced |
| Brookstone Capital Management | 13,142 | $5.50M | 0.10% | +4,756+56.7% | Added |
| Madison Wealth Management | 13,624 | $5.46M | 1.20% | +253+1.9% | Added |
| Empirical Finance, LLC | 13,622 | $5.46M | 0.89% | +3,893+40.0% | Added |
| TCTC Holdings, LLC | 13,620 | $5.45M | 0.25% | +72+0.5% | Added |
| Ballast, Inc. | 13,574 | $5.43M | 2.29% | +445+3.4% | Added |
| EFG Asset Management (Americas) Corp. | 13,504 | $5.42M | 1.01% | +278+2.1% | Added |
| First Interstate Bank | 13,540 | $5.42M | 0.57% | +13,540 | New |
| Consolidated Investment Group LLC | 13,500 | $5.41M | 0.90% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 13,496 | $5.40M | 1.08% | +599+4.6% | Added |
| Highland Capital Management, LLC | 13,478 | $5.40M | 0.32% | −5,182−27.8% | Reduced |
| Northstar Investment Advisors LLC | 13,063 | $5.38M | 0.71% | +11,291+637.2% | Added |
| Kames Capital plc | 13,411 | $5.37M | 0.08% | +13,411 | New |
| Douglass Winthrop Advisors, LLC | 13,409 | $5.37M | 0.13% | −135−1.0% | Reduced |
| Pictet Bank & Trust Ltd | 13,400 | $5.37M | 3.01% | −3,100−18.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 13,374 | $5.34M | 0.16% | −302−2.2% | Reduced |
| Parkside Investments, LLC | 13,307 | $5.33M | 1.03% | −652−4.7% | Reduced |
| Capital Planning Advisors, LLC | 13,299 | $5.33M | 1.09% | +34+0.3% | Added |
| Reliant Investment Management, LLC | 13,289 | $5.32M | 2.45% | −35−0.3% | Reduced |
| Coastline Trust Co | 13,260 | $5.31M | 0.66% | −1,240−8.6% | Reduced |
| Vanguard Capital Wealth Advisors | 13,250 | $5.31M | 4.03% | +29+0.2% | Added |
| Shelton Capital Management | 13,224 | $5.29M | 0.20% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 13,214 | $5.29M | 1.08% | +1,171+9.7% | Added |
| Wealth Advisory Solutions, LLC | 13,213 | $5.29M | 1.26% | −65−0.5% | Reduced |
| Acropolis Investment Management, LLC | 13,196 | $5.28M | 0.51% | −195−1.5% | Reduced |
| Mizuho Securities USA LLC | 13,187 | $5.28M | 0.43% | −10,659−44.7% | Reduced |
| Busey Wealth Management | 13,189 | $5.28M | 0.25% | −173−1.3% | Reduced |
| High Note Wealth, LLC | 13,181 | $5.28M | 1.92% | −479−3.5% | Reduced |
| Horizon Investment Services, LLC | 13,174 | $5.28M | 2.59% | +132+1.0% | Added |
| Altium Wealth Management LLC | 13,139 | $5.26M | 0.39% | +101+0.8% | Added |
| Trust Co of Vermont | 13,124 | $5.26M | 0.37% | +245+1.9% | Added |
| Benson Investment Management Company, Inc. | 13,122 | $5.25M | 2.68% | +150+1.2% | Added |
| Apollon Wealth Management, LLC | 13,084 | $5.24M | 0.94% | −1,801−12.1% | Reduced |
| NBT Bank N A | 13,072 | $5.23M | 0.72% | −146−1.1% | Reduced |
| Handelsinvest Investeringsforvaltning | 13,061 | $5.23M | 0.58% | −800−5.8% | Reduced |
| Pegasus Partners Ltd. | 13,035 | $5.22M | 1.02% | −1,391−9.6% | Reduced |
| Accredited Investors Inc. | 13,014 | $5.21M | 0.53% | +77+0.6% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $5.21M | 1.45% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 12,949 | $5.19M | 0.20% | +634+5.1% | Added |
| Bowen Hanes & Co Inc | 12,925 | $5.18M | 0.16% | +12,925 | New |
| Credit Agricole S A | 12,921 | $5.17M | 0.17% | −726−5.3% | Reduced |
| Hotaling Investment Management, LLC | 12,900 | $5.17M | 2.10% | −78−0.6% | Reduced |
| Monetary Management Group Inc | 12,880 | $5.16M | 1.55% | −2,930−18.5% | Reduced |
| Dynamic Advisor Solutions LLC | 12,881 | $5.16M | 0.41% | +96+0.8% | Added |
| Carnegie Capital Asset Management, LLC | 12,863 | $5.15M | 0.19% | +39+0.3% | Added |