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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 12,753 | $5.11M | 0.34% | −2,840−18.2% | Reduced |
| Integrated Wealth Concepts LLC | 12,747 | $5.11M | 0.18% | +365+2.9% | Added |
| Montag A & Associates Inc | 12,652 | $5.07M | 0.27% | −293−2.3% | Reduced |
| J. W. Coons Advisors, LLC | 12,643 | $5.06M | 1.79% | −259−2.0% | Reduced |
| HGK Asset Management Inc | 12,631 | $5.06M | 1.61% | −801−6.0% | Reduced |
| Chicago Trust Co NA | 12,594 | $5.04M | 1.19% | +3,149+33.3% | Added |
| Exchange Traded Concepts, LLC | 12,550 | $5.03M | 0.16% | +12,550 | New |
| Frontier Wealth Management LLC | 12,510 | $5.01M | 0.35% | +685+5.8% | Added |
| Asio Capital, LLC | 12,492 | $5.00M | 1.77% | +289+2.4% | Added |
| Jasper Ridge Partners, L.P. | 12,405 | $4.97M | 0.25% | +30+0.2% | Added |
| Berkshire Asset Management LLC | 12,378 | $4.96M | 0.33% | +2,435+24.5% | Added |
| Banco de Sabadell, S.A | 12,351 | $4.95M | 3.30% | −49,596−80.1% | Reduced |
| Marietta Wealth Management, LLC | 12,323 | $4.93M | 1.11% | +1,159+10.4% | Added |
| Pallas Capital Advisors LLC | 11,705 | $4.93M | 0.69% | +2,111+22.0% | Added |
| Community Bank & Trust, Waco, Texas | 12,221 | $4.89M | 1.60% | −851−6.5% | Reduced |
| First Mercantile Trust Co | 12,216 | $4.89M | 0.58% | −1,546−11.2% | Reduced |
| West Family Investments, Inc. | 12,172 | $4.87M | 1.36% | +2,808+30.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,167 | $4.87M | 1.79% | +51+0.4% | Added |
| Lountzis Asset Management, LLC | 12,167 | $4.87M | 2.97% | −270−2.2% | Reduced |
| Paradigm Financial Partners, LLC | 12,164 | $4.87M | 1.21% | +386+3.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,165 | $4.87M | 0.49% | −17−0.1% | Reduced |
| Bank of New Hampshire | 12,163 | $4.87M | 1.30% | +12,163 | New |
| HBW Advisory Services LLC | 12,049 | $4.83M | 1.27% | +478+4.1% | Added |
| Stratos Wealth Partners, LTD. | 12,023 | $4.82M | 0.12% | +310+2.6% | Added |
| Mount Lucas Management LP | 12,017 | $4.81M | 1.41% | +1,669+16.1% | Added |
| Ally Financial Inc. | 12,000 | $4.80M | 0.48% | 00.0% | Unchanged |
| Connable Office Inc | 11,974 | $4.79M | 0.66% | −188−1.5% | Reduced |
| Pinnacle Holdings, LLC | 11,912 | $4.77M | 2.19% | −53−0.4% | Reduced |
| Sonora Investment Management, LLC | 11,900 | $4.76M | 0.62% | +1,412+13.5% | Added |
| Jaffetilchin Investment Partners, LLC | 12,556 | $4.76M | 0.33% | +6,380+103.3% | Added |
| Tradition Wealth Management, LLC | 11,874 | $4.75M | 0.71% | +1,103+10.2% | Added |
| IFP Advisors, Inc | 11,768 | $4.71M | 0.10% | +356+3.1% | Added |
| Advisors Capital Management, LLC | 11,674 | $4.67M | 0.15% | +1,864+19.0% | Added |
| Resources Management Corp | 11,670 | $4.67M | 0.66% | −19−0.2% | Reduced |
| Fundamentun, LLC | 11,665 | $4.67M | 1.29% | +750+6.9% | Added |
| Capital Analysts, LLC | 11,652 | $4.67M | 0.31% | −245−2.1% | Reduced |
| Parallel Advisors, LLC | 11,642 | $4.66M | 0.20% | +1,254+12.1% | Added |
| Kestra Private Wealth Services, LLC | 11,625 | $4.66M | 0.28% | +191+1.7% | Added |
| Harbour Investments, Inc. | 11,625 | $4.66M | 0.15% | +948+8.9% | Added |
| Winton Group Ltd | 11,621 | $4.65M | 0.25% | +10,173+702.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,568 | $4.63M | 0.25% | −1,092−8.6% | Reduced |
| Belpointe Asset Management LLC | 11,529 | $4.62M | 0.33% | +887+8.3% | Added |
| Barbara Oil Co. | 11,500 | $4.61M | 2.12% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 11,501 | $4.61M | 1.51% | +134+1.2% | Added |
| Keeler Thomas Management LLC | 11,490 | $4.60M | 2.25% | −64−0.6% | Reduced |
| Triasima Portfolio Management inc. | 11,490 | $4.60M | 0.22% | +2,000+21.1% | Added |
| CX Institutional | 11,485 | $4.60M | 0.38% | −5,399−32.0% | Reduced |
| Virtue Capital Management, LLC | 11,444 | $4.58M | 0.92% | −197−1.7% | Reduced |
| Kidder Stephen W | 11,445 | $4.58M | 1.41% | +53+0.5% | Added |
| Puzo Michael J | 11,395 | $4.56M | 1.42% | −150−1.3% | Reduced |
| Geneos Wealth Management Inc. | 11,145 | $4.56M | 0.18% | −1,566−12.3% | Reduced |
| Bray Capital Advisors | 11,390 | $4.56M | 1.17% | +126+1.1% | Added |
| Annex Advisory Services, LLC | 11,376 | $4.56M | 0.37% | +3,552+45.4% | Added |
| Asset Dedication, LLC | 11,374 | $4.54M | 0.68% | +2,295+25.3% | Added |
| Global Retirement Partners, LLC | 11,317 | $4.53M | 0.46% | +318+2.9% | Added |
| Tower Bridge Advisors | 11,286 | $4.52M | 0.30% | +1,750+18.4% | Added |
| Wrapmanager Inc | 11,265 | $4.51M | 1.16% | +134+1.2% | Added |
| Gamble Jones Investment Counsel | 11,263 | $4.51M | 0.29% | −100−0.9% | Reduced |
| Culbertson A N & Co Inc | 11,258 | $4.51M | 0.94% | +280+2.6% | Added |
| Institutional & Family Asset Management, LLC | 11,239 | $4.50M | 0.75% | +781+7.5% | Added |
| Bristlecone Advisors, LLC | 11,231 | $4.50M | 0.61% | +161+1.5% | Added |
| Broderick Brian C | 11,224 | $4.49M | 1.19% | +1,037+10.2% | Added |
| Advisory Services Network, LLC | 11,221 | $4.49M | 0.14% | +379+3.5% | Added |
| Plancorp, LLC | 11,157 | $4.47M | 0.35% | −30−0.3% | Reduced |
| Strategic Financial Services, Inc, | 11,150 | $4.46M | 0.35% | −399−3.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,088 | $4.44M | 1.13% | +6,531+143.3% | Added |
| Private Trust Co NA | 11,082 | $4.44M | 0.67% | +114+1.0% | Added |
| CAPROCK Group, Inc. | 11,067 | $4.43M | 0.40% | +601+5.7% | Added |
| Balyasny Asset Management LLC | 11,067 | $4.43M | 0.02% | +11,067 | New |
| Balasa Dinverno & Foltz LLC | 11,039 | $4.42M | 0.32% | +675+6.5% | Added |
| Naples Global Advisors, LLC | 11,012 | $4.41M | 0.61% | −39−0.4% | Reduced |
| Karp Capital Management Corp | 11,001 | $4.41M | 0.65% | +1,302+13.4% | Added |
| Moloney Securities Asset Management, LLC | 10,953 | $4.39M | 0.80% | −972−8.2% | Reduced |
| SlateStone Wealth, LLC | 10,941 | $4.38M | 1.00% | +103+1.0% | Added |
| Foundations Investment Advisors, LLC | 10,585 | $4.36M | 0.21% | +2,553+31.8% | Added |
| Mutual Advisors, LLC | 10,889 | $4.36M | 0.26% | +812+8.1% | Added |
| Enterprise Bank & Trust Co | 10,781 | $4.32M | 1.70% | −679−5.9% | Reduced |
| Venture Visionary Partners LLC | 10,711 | $4.29M | 0.34% | −1,042−8.9% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 10,706 | $4.29M | 1.20% | +555+5.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,416 | $4.26M | 0.11% | +688+25.2% | Added |
| Duncker Streett & Co Inc | 10,640 | $4.26M | 0.79% | −20−0.2% | Reduced |
| Dorchester Wealth Management Co | 10,639 | $4.26M | 0.98% | −819−7.1% | Reduced |
| Kingsview Wealth Management, LLC | 10,515 | $4.26M | 0.21% | −951−8.3% | Reduced |
| Bank of Nova Scotia Trust Co | 10,533 | $4.22M | 0.37% | +78+0.7% | Added |
| Holderness Investments Co | 10,512 | $4.21M | 1.39% | +39+0.4% | Added |
| Weik Capital Management | 10,500 | $4.21M | 1.64% | +60+0.6% | Added |
| Woodmont Investment Counsel LLC | 10,480 | $4.20M | 0.66% | −126−1.2% | Reduced |
| Kinneret Advisory, LLC | 10,466 | $4.19M | 0.50% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 10,422 | $4.17M | 1.88% | −3,949−27.5% | Reduced |
| Csenge Advisory Group | 10,279 | $4.16M | 0.37% | +3,015+41.5% | Added |
| Prospera Financial Services Inc | 10,375 | $4.16M | 0.21% | −53−0.5% | Reduced |
| Dividend Assets Capital, LLC | 10,373 | $4.15M | 0.82% | +137+1.3% | Added |
| Mirador Capital Partners LP | 10,305 | $4.13M | 0.93% | +319+3.2% | Added |
| Morgan Jess S & Co Inc | 10,256 | $4.11M | 2.70% | −30.0% | Reduced |
| Morris Capital Advisors, LLC | 10,252 | $4.11M | 3.10% | −169−1.6% | Reduced |
| Tower View Investment Management & Research LLC | 10,205 | $4.09M | 2.07% | −71−0.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 10,202 | $4.08M | 0.66% | +1,334+15.0% | Added |
| Sky Investment Group LLC | 10,182 | $4.08M | 0.92% | −159−1.5% | Reduced |
| Duff & Phelps Investment Management Co | 10,160 | $4.07M | 0.05% | −880−8.0% | Reduced |
| Souders Financial Advisors | 10,145 | $4.06M | 1.37% | +213+2.1% | Added |