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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 6,184 | $2.49M | 0.24% | +52+0.8% | Added |
| Gries Financial LLC | 5,888 | $2.48M | 0.80% | −36−0.6% | Reduced |
| Dohj, LLC | 6,189 | $2.48M | 1.30% | −457−6.9% | Reduced |
| Northeast Financial Consultants Inc | 6,183 | $2.48M | 0.17% | −43−0.7% | Reduced |
| Atlas Private Wealth Management | 6,127 | $2.45M | 1.51% | +62+1.0% | Added |
| Bank of Hawaii | 6,119 | $2.45M | 0.14% | −95−1.5% | Reduced |
| Lee Financial Co | 6,063 | $2.43M | 0.51% | −173−2.8% | Reduced |
| Bessemer Securities LLC | 6,063 | $2.43M | 0.95% | +328+5.7% | Added |
| Origin Asset Management LLP | 6,057 | $2.42M | 0.27% | 00.0% | Unchanged |
| Allworth Financial LP | 6,049 | $2.42M | 0.04% | +1,059+21.2% | Added |
| Townsend & Associates, Inc | 5,809 | $2.42M | 1.41% | +156+2.8% | Added |
| Advisor OS, LLC | 6,024 | $2.41M | 0.50% | +821+15.8% | Added |
| Standard Family Office LLC | 6,010 | $2.41M | 0.50% | +550+10.1% | Added |
| Charter Trust Co | 6,003 | $2.40M | 0.22% | −129−2.1% | Reduced |
| Monetta Financial Services Inc | 6,000 | $2.40M | 1.85% | 00.0% | Unchanged |
| Russell Clark Investment Management Ltd | 6,000 | $2.40M | 1.81% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,919 | $2.37M | 0.29% | +915+18.3% | Added |
| Breiter Capital Management Inc | 5,914 | $2.37M | 1.27% | +5,914 | New |
| Ativo Capital Management LLC | 5,907 | $2.37M | 1.00% | −120−2.0% | Reduced |
| Valeo Financial Advisors, LLC | 5,848 | $2.34M | 0.14% | +418+7.7% | Added |
| Wealth Architects, LLC | 5,780 | $2.31M | 0.45% | +81+1.4% | Added |
| KCS Wealth Advisory | 5,766 | $2.31M | 1.09% | +103+1.8% | Added |
| Platte River Wealth Advisors, LLC | 5,767 | $2.31M | 0.88% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5,491 | $2.31M | 0.41% | +163+3.1% | Added |
| Meristem Family Wealth, LLC | 5,745 | $2.30M | 0.36% | +1,248+27.8% | Added |
| Burns J W & Co Inc | 5,719 | $2.29M | 0.36% | −111−1.9% | Reduced |
| Voya Financial Advisors, Inc. | 5,736 | $2.28M | 0.30% | −35,296−86.0% | Reduced |
| South State Corp. | 5,693 | $2.28M | 0.20% | +268+4.9% | Added |
| Notis-McConarty Edward | 5,686 | $2.28M | 0.84% | +204+3.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,673 | $2.27M | 1.11% | −1,761−23.7% | Reduced |
| Wealthsource Partners, LLC | 5,673 | $2.27M | 0.20% | −584−9.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,373 | $2.26M | 0.04% | −1,474−21.5% | Reduced |
| E&G Advisors, LP | 0 | $2.26M | 0.61% | −5,544−100.0% | Reduced |
| Kovack Advisors, Inc. | 5,629 | $2.25M | 0.26% | +214+4.0% | Added |
| Beaumont Financial Partners, LLC | 5,614 | $2.25M | 0.17% | +251+4.7% | Added |
| Bogart Wealth, LLC | 5,580 | $2.23M | 0.24% | +950+20.5% | Added |
| Hartford Financial Management Inc. | 5,563 | $2.23M | 0.55% | −172−3.0% | Reduced |
| Occidental Asset Management, LLC | 5,559 | $2.23M | 0.59% | +233+4.4% | Added |
| Spouting Rock Asset Management, LLC | 5,554 | $2.22M | 0.68% | −67−1.2% | Reduced |
| Oarsman Capital, Inc. | 5,548 | $2.22M | 0.88% | −401−6.7% | Reduced |
| Legacy Private Trust Co. | 5,530 | $2.21M | 0.19% | −489−8.1% | Reduced |
| Van Den Berg Management I, Inc | 5,516 | $2.21M | 0.43% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 5,362 | $2.21M | 0.51% | −101−1.8% | Reduced |
| Fluent Financial, LLC | 5,507 | $2.21M | 0.95% | +5,507 | New |
| Brighton Jones LLC | 5,502 | $2.20M | 0.11% | +89+1.6% | Added |
| Procyon Private Wealth Partners, LLC | 5,484 | $2.20M | 0.60% | +624+12.8% | Added |
| Abbrea Capital, LLC | 5,476 | $2.19M | 0.33% | +497+10.0% | Added |
| Sugarloaf Wealth Management, LLC | 5,468 | $2.19M | 0.60% | +195+3.7% | Added |
| Northside Capital Management, LLC | 5,469 | $2.19M | 0.55% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 5,467 | $2.19M | 1.41% | −263−4.6% | Reduced |
| Heritage Wealth Management, LLC | 5,426 | $2.17M | 0.82% | +261+5.1% | Added |
| Stokes Family Office, LLC | 5,412 | $2.17M | 0.31% | +70+1.3% | Added |
| HawsGoodwin Investment Management LLC | 5,412 | $2.17M | 0.67% | +502+10.2% | Added |
| Dempze Nancy E | 5,407 | $2.17M | 1.83% | +326+6.4% | Added |
| Partners Capital Investment Group, LLP | 5,403 | $2.16M | 0.10% | −516−8.7% | Reduced |
| GM Advisory Group, Inc. | 5,372 | $2.15M | 0.22% | −277−4.9% | Reduced |
| Menard Financial Group LLC | 5,360 | $2.15M | 2.03% | −9−0.2% | Reduced |
| Somerset Trust Co | 5,350 | $2.14M | 0.87% | +69+1.3% | Added |
| Royal Fund Management, LLC | 5,351 | $2.14M | 0.35% | +884+19.8% | Added |
| Brown Miller Wealth Management, LLC | 5,332 | $2.13M | 1.36% | +148+2.9% | Added |
| TriaGen Wealth Management LLC | 5,177 | $2.13M | 1.10% | −18−0.3% | Reduced |
| Windsor Group LTD | 5,315 | $2.13M | 0.46% | +220+4.3% | Added |
| Smithfield Trust Co | 5,292 | $2.12M | 0.14% | −111−2.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,271 | $2.11M | 0.69% | +2,887+121.1% | Added |
| Bigelow Investment Advisors, LLC | 5,268 | $2.11M | 1.02% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 5,257 | $2.10M | 1.33% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 5,254 | $2.10M | 0.30% | +320+6.5% | Added |
| Great Diamond Partners, LLC | 5,256 | $2.10M | 0.60% | +525+11.1% | Added |
| TrimTabs Asset Management, LLC | 5,138 | $2.08M | 1.06% | −374−6.8% | Reduced |
| RFG Advisory, LLC | 5,191 | $2.08M | 0.18% | −452−8.0% | Reduced |
| Triangle Securities Wealth Management | 5,186 | $2.08M | 0.70% | −120−2.3% | Reduced |
| Coastal Investment Advisors, Inc. | 5,185 | $2.08M | 0.49% | +216+4.3% | Added |
| Altavista Wealth Management, Inc. | 5,172 | $2.07M | 0.45% | −72−1.4% | Reduced |
| Malaga Cove Capital, LLC | 5,165 | $2.07M | 0.89% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 5,165 | $2.07M | 0.87% | +525+11.3% | Added |
| Northeast Financial Group, Inc. | 5,152 | $2.06M | 1.35% | −164−3.1% | Reduced |
| NinePointTwo Capital | 5,153 | $2.06M | 0.73% | −6,553−56.0% | Reduced |
| Oak Asset Management, LLC | 5,120 | $2.05M | 0.86% | +5,120 | New |
| Renasant Bank | 5,112 | $2.05M | 1.55% | −106−2.0% | Reduced |
| Kempen Capital Management N.V. | 5,825 | $2.05M | 0.07% | +5,825 | New |
| Moser Wealth Advisors, LLC | 5,105 | $2.04M | 1.32% | 00.0% | Unchanged |
| Highland Private Wealth Management | 5,099 | $2.04M | 0.30% | +365+7.7% | Added |
| Ingalls & Snyder LLC | 5,097 | $2.04M | 0.09% | +11+0.2% | Added |
| Gofen & Glossberg LLC | 5,090 | $2.04M | 0.05% | +114+2.3% | Added |
| Capital City Trust Co | 5,078 | $2.03M | 0.62% | +201+4.1% | Added |
| ARGI Investment Services, LLC | 5,057 | $2.02M | 0.07% | +712+16.4% | Added |
| Founders Financial Securities LLC | 5,030 | $2.01M | 0.40% | +7+0.1% | Added |
| Flagship Harbor Advisors, LLC | 5,019 | $2.01M | 0.22% | +25+0.5% | Added |
| Red Cedar Investment Management, LLC | 5,013 | $2.01M | 0.27% | 00.0% | Unchanged |
| Prosight Management, LP | 5,000 | $2.00M | 1.27% | −1,000−16.7% | Reduced |
| Intact Investment Management Inc. | 5,000 | $2.00M | 0.06% | 00.0% | Unchanged |
| Kerrisdale Advisers, LLC | 5,000 | $2.00M | 0.18% | 00.0% | Unchanged |
| Integral Health Asset Management, LLC | 5,000 | $2.00M | 0.55% | +5,000 | New |
| SWS Partners | 4,985 | $2.00M | 1.30% | +114+2.3% | Added |
| McDonald Partners LLC | 4,980 | $1.99M | 0.47% | +315+6.8% | Added |
| Trust Investment Advisors | 4,976 | $1.99M | 1.76% | −1,298−20.7% | Reduced |
| SeaCrest Wealth Management, LLC | 4,967 | $1.99M | 0.24% | −13−0.3% | Reduced |
| Rothschild Investment Corp | 4,963 | $1.99M | 0.16% | +180+3.8% | Added |
| Groesbeck Investment Management Corp | 4,950 | $1.98M | 2.53% | +547+12.4% | Added |
| Carderock Capital Management Inc | 4,932 | $1.98M | 0.54% | −7,038−58.8% | Reduced |