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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 4,892 | $1.96M | 0.34% | +4,892 | New |
| Spears Abacus Advisors LLC | 4,886 | $1.96M | 0.14% | −825−14.4% | Reduced |
| Eads & Heald Wealth Management | 4,884 | $1.96M | 0.95% | −97−1.9% | Reduced |
| Bay Rivers Group | 4,866 | $1.95M | 1.38% | +126+2.7% | Added |
| Compton Capital Management Inc | 4,865 | $1.95M | 0.57% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 4,852 | $1.94M | 0.61% | −34−0.7% | Reduced |
| Lineweaver Wealth Advisors, LLC | 4,846 | $1.94M | 0.64% | +322+7.1% | Added |
| JNBA Financial Advisors | 4,837 | $1.94M | 0.26% | +5+0.1% | Added |
| Ellis Investment Partners, LLC | 4,831 | $1.93M | 0.49% | +85+1.8% | Added |
| Cottage Street Advisors LLC | 4,821 | $1.93M | 1.15% | −200−4.0% | Reduced |
| Centiva Capital, LP | 4,813 | $1.93M | 0.15% | −881−15.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,810 | $1.93M | 0.44% | −277−5.4% | Reduced |
| Dakota Wealth Management | 4,809 | $1.93M | 0.23% | +345+7.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,785 | $1.92M | 2.26% | −20−0.4% | Reduced |
| Personal Cfo Solutions, LLC | 4,783 | $1.92M | 0.39% | −148−3.0% | Reduced |
| WSFS Capital Management, LLC | 4,757 | $1.91M | 0.86% | −354−6.9% | Reduced |
| Centre Asset Management, LLC | 4,710 | $1.89M | 0.98% | −1,110−19.1% | Reduced |
| Financial Advisory Service, Inc. | 4,697 | $1.88M | 0.18% | +327+7.5% | Added |
| Wintrust Investments LLC | 4,694 | $1.88M | 0.19% | +97+2.1% | Added |
| Eqis Capital Management, Inc. | 4,693 | $1.88M | 0.14% | −383−7.5% | Reduced |
| Affiance Financial, LLC | 4,688 | $1.88M | 0.80% | +3+0.1% | Added |
| Roof Eidam & Maycock | 4,685 | $1.88M | 0.70% | +4,685 | New |
| Beacon Financial Group | 4,525 | $1.87M | 0.27% | −70−1.5% | Reduced |
| SRN Advisors, LLC | 4,657 | $1.86M | 0.63% | −209−4.3% | Reduced |
| Liberty One Investment Management, LLC | 4,651 | $1.86M | 0.31% | +62+1.4% | Added |
| Avantax Planning Partners, Inc. | 4,640 | $1.86M | 0.09% | +87+1.9% | Added |
| Means Investment Co., Inc. | 4,604 | $1.84M | 0.37% | +517+12.6% | Added |
| Cape Ann Savings Bank | 4,602 | $1.84M | 1.16% | +28+0.6% | Added |
| M&R Capital Management Inc | 4,603 | $1.84M | 0.42% | +472+11.4% | Added |
| Fort, L.P. | 4,601 | $1.84M | 0.53% | −454−9.0% | Reduced |
| Cito Capital Group, LLC | 4,600 | $1.84M | 0.83% | 00.0% | Unchanged |
| Ami Investment Management Inc | 4,592 | $1.84M | 0.75% | +105+2.3% | Added |
| Arthur M. Cohen & Associates, LLC | 4,590 | $1.84M | 0.38% | +34+0.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,580 | $1.83M | 0.45% | −79−1.7% | Reduced |
| Berman Capital Advisors, LLC | 4,575 | $1.83M | 0.29% | +516+12.7% | Added |
| Welch & Forbes LLC | 4,572 | $1.83M | 0.03% | +1,445+46.2% | Added |
| River Wealth Advisors LLC | 4,567 | $1.83M | 0.32% | +81+1.8% | Added |
| City Holding Co | 4,567 | $1.83M | 0.32% | +999+28.0% | Added |
| J.W. Cole Advisors, Inc. | 4,549 | $1.82M | 0.14% | −1,035−18.5% | Reduced |
| Joel Isaacson & Co., LLC | 4,547 | $1.82M | 0.14% | +172+3.9% | Added |
| WD Rutherford LLC | 4,545 | $1.82M | 1.01% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 4,535 | $1.82M | 0.02% | −305−6.3% | Reduced |
| Optas, LLC | 4,527 | $1.81M | 0.52% | −153−3.3% | Reduced |
| Hudson Canyon Capital Management | 4,526 | $1.81M | 1.36% | −343−7.0% | Reduced |
| Columbia Trust Co 01012016 | 4,508 | $1.80M | 1.03% | +290+6.9% | Added |
| Capula Management Ltd | 4,509 | $1.80M | 0.33% | +2,737+154.5% | Added |
| Waycross Partners, LLC | 4,500 | $1.80M | 0.96% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,447 | $1.78M | 0.11% | +4,447 | New |
| Alps Advisors Inc | 4,446 | $1.78M | 0.02% | +545+14.0% | Added |
| Peachtree Investment Partners, LLC | 4,440 | $1.78M | 0.87% | +293+7.1% | Added |
| Suncoast Equity Management | 4,436 | $1.78M | 0.23% | +196+4.6% | Added |
| Alaethes Wealth LLC | 4,428 | $1.77M | 1.37% | −241−5.2% | Reduced |
| Keudell/Morrison Wealth Management | 4,422 | $1.77M | 0.97% | −199−4.3% | Reduced |
| Certified Advisory Corp | 4,399 | $1.76M | 0.44% | −103−2.3% | Reduced |
| Constitution Capital LLC | 4,394 | $1.76M | 1.08% | +400+10.0% | Added |
| Compagnie Lombard Odier SCmA | 4,391 | $1.76M | 0.04% | −2,089−32.2% | Reduced |
| Griffin Asset Management, Inc. | 4,389 | $1.76M | 0.21% | −5−0.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,380 | $1.75M | 0.14% | −200−4.4% | Reduced |
| Strategic Investment Advisors | 4,376 | $1.75M | 0.40% | +189+4.5% | Added |
| Brown Advisory Securities, LLC | 4,372 | $1.75M | 0.27% | −697−13.8% | Reduced |
| Manchester Capital Management LLC | 4,369 | $1.75M | 0.24% | +31+0.7% | Added |
| Cannell Peter B & Co Inc | 4,368 | $1.75M | 0.05% | −455−9.4% | Reduced |
| Charles Schwab Trust Co | 4,340 | $1.74M | 0.34% | +211+5.1% | Added |
| Deseret Mutual Benefit Administrators | 4,329 | $1.73M | 0.42% | +4,329 | New |
| MidWestOne Financial Group, Inc. | 4,326 | $1.73M | 0.41% | +150+3.6% | Added |
| WP Advisors, LLC | 4,324 | $1.73M | 0.72% | +109+2.6% | Added |
| First Horizon Advisors, Inc. | 4,305 | $1.72M | 0.09% | −236−5.2% | Reduced |
| Atom Investors LP | 4,303 | $1.72M | 0.36% | +4,303 | New |
| Capital Asset Advisory Services LLC | 4,293 | $1.72M | 0.19% | −719−14.3% | Reduced |
| QP Wealth Management, LLC | 4,273 | $1.71M | 1.75% | −190−4.3% | Reduced |
| Country Club Trust Company, n.a. | 4,293 | $1.71M | 0.15% | +269+6.7% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 4,260 | $1.71M | 0.29% | +4,260 | New |
| Sequoia Financial Advisors, LLC | 4,235 | $1.70M | 0.06% | +239+6.0% | Added |
| Westbourne Investment Advisors, Inc. | 4,193 | $1.68M | 0.76% | −457−9.8% | Reduced |
| Harvey Investment Co LLC | 4,180 | $1.67M | 0.22% | +180+4.5% | Added |
| Vantage Financial Partners Ltd., Inc. | 4,175 | $1.67M | 0.93% | +300+7.7% | Added |
| SkyView Investment Advisors, LLC | 4,480 | $1.67M | 0.78% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 4,164 | $1.67M | 0.57% | +88+2.2% | Added |
| Robertson Stephens Wealth Management, LLC | 4,161 | $1.67M | 0.20% | +251+6.4% | Added |
| Creegan & Nassoura Financial Group, LLC | 4,135 | $1.66M | 1.42% | −50−1.2% | Reduced |
| Berger Financial Group, Inc | 4,134 | $1.66M | 0.30% | +43+1.1% | Added |
| Washburn Capital Management, Inc. | 4,103 | $1.64M | 1.10% | −155−3.6% | Reduced |
| Glen Eagle Advisors, LLC | 4,091 | $1.64M | 0.51% | +15+0.4% | Added |
| Signature Wealth Management Group | 4,086 | $1.64M | 0.91% | +226+5.9% | Added |
| Ifrah Financial Services, Inc. | 4,078 | $1.63M | 0.47% | −102−2.4% | Reduced |
| Miracle Mile Advisors, LLC | 4,076 | $1.63M | 0.09% | +770+23.3% | Added |
| Fairbanks Capital Management, Inc. | 4,071 | $1.63M | 1.29% | +194+5.0% | Added |
| Red Cedar Capital, LLC | 4,066 | $1.63M | 1.02% | 00.0% | Unchanged |
| Stevens Capital Management LP | 4,065 | $1.63M | 0.48% | +4,065 | New |
| Cypress Capital, LLC | 4,056 | $1.62M | 1.59% | −28−0.7% | Reduced |
| Valmark Advisers, Inc. | 4,055 | $1.62M | 0.03% | +132+3.4% | Added |
| Bremer Bank National Association | 4,055 | $1.62M | 0.35% | +11+0.3% | Added |
| Independent Financial Group, LLC | 4,039 | $1.62M | 0.17% | −70−1.7% | Reduced |
| Bell Bank | 4,034 | $1.61M | 0.21% | +26+0.6% | Added |
| Doyle Wealth Management | 4,014 | $1.61M | 0.13% | +523+15.0% | Added |
| Viking Fund Management LLC | 4,000 | $1.60M | 0.46% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $1.60M | 0.69% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 3,988 | $1.60M | 0.18% | −562−12.4% | Reduced |
| NorthRock Partners, LLC | 3,980 | $1.59M | 0.13% | +451+12.8% | Added |
| Warren Averett Asset Management, LLC | 3,874 | $1.59M | 0.15% | −11−0.3% | Reduced |