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 |
|---|---|---|---|---|---|
| CMH Wealth Management LLC | 10,105 | $4.05M | 1.35% | +487+5.1% | Added |
| Moors & Cabot, Inc. | 10,098 | $4.04M | 0.28% | −89−0.9% | Reduced |
| Sentry Investment Management LLC | 10,099 | $4.04M | 1.03% | +971+10.6% | Added |
| Ocean Capital Management, LLC | 10,083 | $4.04M | 1.73% | −1,436−12.5% | Reduced |
| Chatham Capital Group, Inc. | 10,066 | $4.03M | 0.78% | +632+6.7% | Added |
| AIA Group Ltd | 9,780 | $4.00M | 0.28% | +5,106+109.2% | Added |
| MU Investments Co., Ltd. | 9,980 | $4.00M | 4.28% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 9,948 | $3.98M | 1.61% | −500−4.8% | Reduced |
| Clarius Group, LLC | 9,939 | $3.98M | 0.36% | +109+1.1% | Added |
| De Burlo Group Inc | 9,855 | $3.95M | 0.63% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 9,500 | $3.94M | 1.83% | −662−6.5% | Reduced |
| Bond & Devick Financial Network, Inc. | 9,832 | $3.94M | 3.25% | −80−0.8% | Reduced |
| Checchi Capital Advisers, LLC | 9,830 | $3.94M | 0.49% | −248−2.5% | Reduced |
| Moneta Group Investment Advisors LLC | 9,792 | $3.92M | 0.18% | −144−1.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 9,789 | $3.92M | 1.51% | −305−3.0% | Reduced |
| Piscataqua Savings Bank | 9,628 | $3.85M | 3.30% | −31−0.3% | Reduced |
| Regent Investment Management LLC | 9,627 | $3.85M | 0.90% | 00.0% | Unchanged |
| Intrust Bank NA | 9,621 | $3.85M | 0.52% | −240−2.4% | Reduced |
| Fairhaven Wealth Management, LLC | 9,612 | $3.85M | 1.53% | +101+1.1% | Added |
| Magnetar Financial LLC | 9,552 | $3.83M | 0.04% | +9,552 | New |
| Investment House LLC | 9,510 | $3.81M | 0.27% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 9,447 | $3.78M | 1.54% | −192−2.0% | Reduced |
| Valley National Advisers Inc | 9,441 | $3.78M | 0.69% | +32+0.3% | Added |
| Cox Capital Mgt LLC | 9,443 | $3.78M | 2.53% | +383+4.2% | Added |
| Primecap Management Co | 9,404 | $3.77M | 0.00% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 9,337 | $3.74M | 2.39% | −165−1.7% | Reduced |
| Duality Advisers, LP | 9,320 | $3.73M | 0.33% | +2,800+42.9% | Added |
| Cypress Capital Group | 9,295 | $3.72M | 0.50% | +180+2.0% | Added |
| Change Path, LLC | 9,252 | $3.71M | 0.23% | +1,282+16.1% | Added |
| Oak Associates, Ltd | 9,250 | $3.70M | 0.21% | 00.0% | Unchanged |
| Unison Asset Management LLC | 9,249 | $3.70M | 3.23% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 9,244 | $3.70M | 0.47% | −977−9.6% | Reduced |
| Waldron Private Wealth LLC | 9,212 | $3.69M | 0.24% | −79−0.9% | Reduced |
| Covenant Asset Management, LLC | 9,203 | $3.69M | 1.10% | −53−0.6% | Reduced |
| We Are One Seven, LLC | 9,194 | $3.68M | 0.51% | +2,671+40.9% | Added |
| Gs Investments, Inc. | 9,187 | $3.68M | 5.02% | +2,990+48.2% | Added |
| Cypress Asset Management Inc | 9,141 | $3.66M | 0.94% | −35−0.4% | Reduced |
| Essex Financial Services, Inc. | 9,788 | $3.64M | 0.53% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 9,040 | $3.62M | 1.39% | +10.0% | Added |
| Meridian Wealth Advisors, LLC | 9,006 | $3.61M | 1.02% | +311+3.6% | Added |
| Ballentine Partners, LLC | 8,976 | $3.59M | 0.12% | +24+0.3% | Added |
| Field & Main Bank | 8,967 | $3.59M | 2.30% | −100−1.1% | Reduced |
| Red Door Wealth Management, LLC | 8,937 | $3.58M | 1.39% | +1,468+19.7% | Added |
| Reilly Financial Advisors, LLC | 8,916 | $3.57M | 0.29% | −24−0.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,897 | $3.56M | 0.27% | −60−0.7% | Reduced |
| Plimoth Trust Co LLC | 8,895 | $3.56M | 1.00% | +125+1.4% | Added |
| LexAurum Advisors, LLC | 8,861 | $3.55M | 1.05% | −22−0.2% | Reduced |
| Wealthspire Advisors, LLC | 8,826 | $3.53M | 0.09% | −14,875−62.8% | Reduced |
| Delta Capital Management LLC | 8,816 | $3.53M | 2.18% | +35+0.4% | Added |
| AXS Investments LLC | 8,811 | $3.53M | 1.07% | −3,289−27.2% | Reduced |
| Page Arthur B | 8,796 | $3.52M | 2.51% | +180+2.1% | Added |
| Palouse Capital Management, Inc. | 8,781 | $3.52M | 1.54% | −34−0.4% | Reduced |
| Thoroughbred Financial Services, LLC | 8,770 | $3.51M | 0.88% | −143−1.6% | Reduced |
| Proequities, Inc. | 8,765 | $3.51M | 0.22% | +501+6.1% | Added |
| Scott & Selber, Inc. | 8,734 | $3.50M | 1.34% | −27−0.3% | Reduced |
| Johnson Financial Group, Inc. | 8,729 | $3.50M | 0.23% | −18−0.2% | Reduced |
| Roanoke Asset Management Corp | 8,720 | $3.49M | 1.21% | +2,105+31.8% | Added |
| JT Stratford LLC | 8,698 | $3.48M | 1.11% | +96+1.1% | Added |
| S.E.E.D. Planning Group LLC | 8,663 | $3.47M | 1.71% | −91−1.0% | Reduced |
| Savant Capital, LLC | 8,655 | $3.47M | 0.14% | +41+0.5% | Added |
| Family Legacy, Inc. | 8,262 | $3.44M | 1.53% | −61−0.7% | Reduced |
| Atlantic Trust, LLC | 8,177 | $3.43M | 2.24% | −323−3.8% | Reduced |
| Keebeck Wealth Management, LLC | 8,563 | $3.43M | 0.49% | +1,922+28.9% | Added |
| Trust Asset Management LLC | 8,553 | $3.42M | 0.46% | +928+12.2% | Added |
| Tudor Investment Corp Et Al | 8,529 | $3.42M | 0.07% | +8,529 | New |
| SNS Financial Group, LLC | 8,497 | $3.40M | 0.45% | +145+1.7% | Added |
| DeDora Capital, Inc. | 8,488 | $3.40M | 1.48% | −233−2.7% | Reduced |
| Cascadia Advisory Services, LLC | 8,481 | $3.40M | 0.73% | −105−1.2% | Reduced |
| Tranquility Partners, LLC | 8,475 | $3.39M | 1.91% | −137−1.6% | Reduced |
| Hilltop Holdings Inc. | 8,468 | $3.39M | 0.38% | +314+3.9% | Added |
| Jump Financial, LLC | 8,451 | $3.38M | 0.33% | −6,459−43.3% | Reduced |
| NBW Capital LLC | 8,423 | $3.37M | 0.82% | +92+1.1% | Added |
| Foster & Motley Inc | 8,384 | $3.36M | 0.28% | −182−2.1% | Reduced |
| High Pines Wealth Management, LLC | 8,382 | $3.36M | 2.53% | −128−1.5% | Reduced |
| Martin Capital Partners, LLC | 8,380 | $3.36M | 1.70% | +53+0.6% | Added |
| Qtron Investments LLC | 8,362 | $3.35M | 0.85% | +1,808+27.6% | Added |
| Connecticut Wealth Management, LLC | 8,338 | $3.34M | 0.29% | −1,134−12.0% | Reduced |
| Zions Bancorporation, N.A. | 8,324 | $3.33M | 0.33% | +426+5.4% | Added |
| Van Cleef Asset Management,Inc | 8,321 | $3.33M | 0.49% | −110−1.3% | Reduced |
| United Capital Management of KS, Inc. | 8,305 | $3.33M | 1.36% | +758+10.0% | Added |
| Hennessy Advisors Inc | 8,300 | $3.32M | 0.18% | +200+2.5% | Added |
| Resources Investment Advisors, LLC. | 8,280 | $3.32M | 0.14% | +1,697+25.8% | Added |
| Alta Capital Management LLC | 8,258 | $3.31M | 0.10% | +360+4.6% | Added |
| Private Wealth Strategies, L.L.C. | 8,229 | $3.29M | 0.85% | 00.0% | Unchanged |
| Becker Capital Management Inc | 8,198 | $3.28M | 0.14% | +33+0.4% | Added |
| Legacy Capital Partners, Inc. | 8,112 | $3.25M | 1.16% | −350−4.1% | Reduced |
| Lazard Freres Gestion S.A.S. | 9,600 | $3.24M | 0.10% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 8,076 | $3.23M | 2.31% | +73+0.9% | Added |
| Clear Harbor Asset Management, LLC | 8,033 | $3.22M | 0.39% | +6+0.1% | Added |
| IMA Wealth, Inc. | 8,030 | $3.22M | 0.75% | −141−1.7% | Reduced |
| Mather Group, LLC. | 8,018 | $3.21M | 0.08% | +55+0.7% | Added |
| Union Heritage Capital, LLC | 8,000 | $3.20M | 1.50% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 7,978 | $3.19M | 0.20% | +1,828+29.7% | Added |
| Community Bank, N.A. | 7,971 | $3.19M | 0.38% | −33−0.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 7,968 | $3.19M | 1.49% | +10+0.1% | Added |
| Marcum Wealth, LLC | 7,966 | $3.19M | 0.52% | +23+0.3% | Added |
| Quadrant Capital Group LLC | 7,953 | $3.19M | 0.46% | +349+4.6% | Added |
| FourThought Financial, LLC | 7,938 | $3.18M | 0.43% | −4,169−34.4% | Reduced |
| Mission Wealth Management, LP | 7,904 | $3.17M | 0.17% | +21+0.3% | Added |
| Sheets Smith Wealth Management | 7,853 | $3.15M | 0.42% | −205−2.5% | Reduced |