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 |
|---|---|---|---|---|---|
| Wade G W & Inc | 7,844 | $3.14M | 0.15% | +345+4.6% | Added |
| Laidlaw Wealth Management LLC | 7,800 | $3.12M | 0.81% | +78+1.0% | Added |
| Buckley Wealth Management, LLC | 7,791 | $3.12M | 1.07% | −18−0.2% | Reduced |
| TrinityPoint Wealth, LLC | 7,768 | $3.11M | 0.64% | −473−5.7% | Reduced |
| Equitable Holdings, Inc. | 7,761 | $3.11M | 0.05% | −454−5.5% | Reduced |
| Harbour Investment Management LLC | 7,748 | $3.10M | 1.55% | 00.0% | Unchanged |
| Grove Bank & Trust | 7,709 | $3.09M | 0.67% | −82−1.1% | Reduced |
| Lincoln National Corp | 7,704 | $3.08M | 0.07% | −583−7.0% | Reduced |
| Mitchell Capital Management Co | 7,704 | $3.08M | 0.68% | −219−2.8% | Reduced |
| West Branch Capital LLC | 7,699 | $3.08M | 1.52% | +192+2.6% | Added |
| Western Wealth Management, LLC | 7,622 | $3.05M | 0.31% | +3,091+68.2% | Added |
| Trexquant Investment LP | 7,609 | $3.05M | 0.26% | +7,609 | New |
| Sawtooth Solutions, LLC | 7,587 | $3.04M | 0.60% | +2,036+36.7% | Added |
| Altman Advisors, Inc. | 7,394 | $3.04M | 1.72% | +393+5.6% | Added |
| RDA Financial Network | 7,581 | $3.04M | 1.34% | +190+2.6% | Added |
| AIMZ Investment Advisors, LLC | 7,542 | $3.02M | 1.35% | −14−0.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,536 | $3.02M | 0.37% | −16,624−68.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 7,519 | $3.01M | 0.02% | −1,300−14.7% | Reduced |
| Doliver Advisors, LP | 7,520 | $3.01M | 1.00% | +1,669+28.5% | Added |
| Capital Insight Partners, LLC | 7,506 | $3.01M | 0.68% | +184+2.5% | Added |
| Clear Street Markets LLC | 7,488 | $3.00M | 0.64% | +3,288+78.3% | Added |
| Pantheon Investment Group, LLC | 7,481 | $3.00M | 2.51% | −229−3.0% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 7,462 | $2.99M | 0.74% | −68−0.9% | Reduced |
| K.J. Harrison & Partners Inc | 7,415 | $2.97M | 0.43% | −685−8.5% | Reduced |
| Ritholtz Wealth Management | 7,421 | $2.97M | 0.21% | +1,037+16.2% | Added |
| Salem Investment Counselors Inc | 7,418 | $2.97M | 0.16% | +526+7.6% | Added |
| Strategic Advisors LLC | 7,408 | $2.97M | 0.77% | +300+4.2% | Added |
| Wealth Alliance | 7,379 | $2.96M | 0.70% | −128−1.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,375 | $2.95M | 0.03% | −6,256−45.9% | Reduced |
| Strategic Capital Advisers, Inc. | 7,368 | $2.95M | 2.44% | −404−5.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 7,364 | $2.95M | 1.08% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 7,296 | $2.92M | 0.51% | −75−1.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,247 | $2.90M | 0.03% | +5,642+351.5% | Added |
| SageGuard Financial Group, LLC | 7,233 | $2.90M | 1.31% | +900+14.2% | Added |
| True North Advisors, LLC | 7,218 | $2.89M | 0.60% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,203 | $2.88M | 0.96% | +193+2.8% | Added |
| Heritage Way Advisors, LLC | 7,192 | $2.88M | 1.18% | −130−1.8% | Reduced |
| SevenBridge Financial Group, LLC | 7,192 | $2.88M | 0.94% | +267+3.9% | Added |
| Claybrook Capital, LLC | 7,192 | $2.88M | 0.94% | +7,192 | New |
| Leelyn Smith, LLC | 7,186 | $2.88M | 0.85% | −363−4.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,166 | $2.87M | 0.17% | −4,040−36.1% | Reduced |
| Avestar Capital, LLC | 7,135 | $2.86M | 0.55% | +1,440+25.3% | Added |
| Ashford Capital Management Inc | 7,101 | $2.84M | 0.26% | 00.0% | Unchanged |
| Budros, Ruhlin & Roe, Inc. | 7,077 | $2.83M | 0.31% | −253−3.5% | Reduced |
| Hyman Charles D | 7,076 | $2.83M | 0.20% | −18−0.3% | Reduced |
| Mechanics Bank Trust Department | 7,063 | $2.83M | 0.46% | +81+1.2% | Added |
| DF Dent & Co Inc | 7,035 | $2.82M | 0.03% | +32+0.5% | Added |
| Valley Brook Capital Group | 7,002 | $2.80M | 2.67% | +43+0.6% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 7,000 | $2.80M | 1.43% | −1,600−18.6% | Reduced |
| TFG Advisers LLC | 6,921 | $2.77M | 1.34% | +14+0.2% | Added |
| Canandaigua National Corp | 6,912 | $2.77M | 0.45% | +42+0.6% | Added |
| Stanley-Laman Group, Ltd. | 6,842 | $2.74M | 0.39% | +125+1.9% | Added |
| Little House Capital LLC | 6,827 | $2.73M | 1.48% | +488+7.7% | Added |
| Ameritas Investment Company, LLC | 4,727 | $2.72M | 0.13% | −7,248−60.5% | Reduced |
| MPS Loria Financial Planners, LLC | 6,786 | $2.72M | 1.25% | +46+0.7% | Added |
| Legacy Wealth Management, LLC | 6,786 | $2.72M | 1.51% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 6,782 | $2.72M | 1.35% | +25+0.4% | Added |
| Brendel Financial Advisors LLC | 6,774 | $2.71M | 1.49% | +85+1.3% | Added |
| Veriti Management LLC | 6,752 | $2.70M | 0.40% | +5,830+632.3% | Added |
| Eisler Capital (UK) Ltd. | 6,720 | $2.69M | 0.54% | +6,720 | New |
| PFG Advisors | 6,715 | $2.69M | 0.31% | −56−0.8% | Reduced |
| Lake Street Advisors Group, LLC | 6,606 | $2.68M | 0.20% | +14+0.2% | Added |
| Mattern Wealth Management LLC | 6,391 | $2.68M | 0.85% | −61−0.9% | Reduced |
| Baker Avenue Asset Management, LP | 6,693 | $2.68M | 0.16% | +833+14.2% | Added |
| MD Financial Management Inc. | 6,669 | $2.67M | 0.08% | −16,506−71.2% | Reduced |
| Birch Capital Management, LLC | 6,664 | $2.67M | 1.81% | 00.0% | Unchanged |
| Elgethun Capital Management | 6,646 | $2.66M | 0.92% | +21+0.3% | Added |
| Wunderlich Capital Managemnt | 6,641 | $2.66M | 1.35% | +44+0.7% | Added |
| Brewin Dolphin Ltd | 6,638 | $2.66M | 0.12% | +5,680+592.9% | Added |
| Wellington Shields Capital Management, LLC | 6,607 | $2.65M | 0.32% | −87−1.3% | Reduced |
| Gladstone Institutional Advisory LLC | 6,606 | $2.65M | 0.32% | +3,587+118.8% | Added |
| Heartland Bank & Trust Co | 6,570 | $2.63M | 2.42% | +2,382+56.9% | Added |
| Summit X, LLC | 6,548 | $2.62M | 0.66% | −24−0.4% | Reduced |
| Midwest Wealth Management Inc. | 6,532 | $2.62M | 1.87% | +125+2.0% | Added |
| Patten Group, Inc. | 6,532 | $2.62M | 0.77% | +162+2.5% | Added |
| PRW Wealth Management LLC | 6,532 | $2.62M | 0.77% | +6,532 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 6,517 | $2.61M | 0.61% | −155−2.3% | Reduced |
| Principle Wealth Partners LLC | 6,505 | $2.60M | 0.30% | +35+0.5% | Added |
| Inscription Capital, LLC | 6,505 | $2.60M | 0.30% | +3,211+97.5% | Added |
| Rossmore Private Capital | 6,478 | $2.59M | 0.44% | −157−2.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 6,467 | $2.59M | 0.50% | +275+4.4% | Added |
| Donaldson Capital Management, LLC | 6,451 | $2.58M | 0.13% | −269−4.0% | Reduced |
| Elmwood Wealth Management, Inc. | 6,446 | $2.58M | 1.36% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 6,439 | $2.58M | 0.21% | +33+0.5% | Added |
| Freedom Day Solutions, LLC | 6,435 | $2.58M | 1.23% | −60−0.9% | Reduced |
| Virtu Financial LLC | 6,422 | $2.57M | 0.25% | +6,422 | New |
| BBR Partners, LLC | 6,394 | $2.56M | 0.20% | +86+1.4% | Added |
| Coe Capital Management, LLC | 6,389 | $2.56M | 2.41% | −213−3.2% | Reduced |
| Seeyond | 6,369 | $2.55M | 0.24% | −1,276−16.7% | Reduced |
| American National Registered Investment Advisor, Inc. | 6,361 | $2.55M | 0.91% | −155−2.4% | Reduced |
| Parisi Gray Wealth Management | 6,317 | $2.53M | 0.93% | −103−1.6% | Reduced |
| Carret Asset Management, LLC | 6,316 | $2.53M | 0.30% | −748−10.6% | Reduced |
| HM Capital Management, LLC | 6,316 | $2.53M | 1.11% | +231+3.8% | Added |
| Condor Capital Management | 6,293 | $2.52M | 0.28% | −139−2.2% | Reduced |
| Harrell Investment Partners, LLC | 6,277 | $2.51M | 0.82% | −62−1.0% | Reduced |
| Centric Wealth Management | 6,267 | $2.51M | 0.87% | −127−2.0% | Reduced |
| Peloton Wealth Strategists | 6,266 | $2.51M | 1.04% | +1,516+31.9% | Added |
| Investment Research & Advisory Group, Inc. | 6,239 | $2.50M | 1.67% | +32+0.5% | Added |
| Tiedemann Advisors, LLC | 6,234 | $2.50M | 0.10% | −148−2.3% | Reduced |
| Brookfield Asset Management Inc. | 6,231 | $2.50M | 0.01% | +2,088+50.4% | Added |