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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Simmons Bank | 3,955 | $1.58M | 0.11% | +114+3.0% | Added |
| Strategic Global Advisors, LLC | 3,949 | $1.58M | 0.29% | +3,949 | New |
| Castle Rock Wealth Management, LLC | 3,832 | $1.58M | 0.58% | +937+32.4% | Added |
| Insight Wealth Strategies, LLC | 3,933 | $1.57M | 0.22% | −886−18.4% | Reduced |
| Orrstown Financial Services Inc | 3,879 | $1.57M | 2.27% | −435−10.1% | Reduced |
| Harvest Fund Management Co., Ltd | 3,877 | $1.57M | 0.17% | −1,341−25.7% | Reduced |
| Allegiant Private Advisors, LLC | 3,901 | $1.56M | 0.25% | +2,292+142.4% | Added |
| V Wealth Advisors LLC | 3,885 | $1.56M | 0.25% | +677+21.1% | Added |
| Quilter Plc | 3,882 | $1.55M | 0.04% | +436+12.7% | Added |
| Lavaca Capital LLC | 3,877 | $1.55M | 0.80% | −125−3.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,859 | $1.55M | 0.16% | +3,859 | New |
| Westover Capital Advisors, LLC | 3,856 | $1.54M | 0.50% | −296−7.1% | Reduced |
| Intrua Financial, LLC | 3,772 | $1.54M | 0.37% | +65+1.8% | Added |
| Sound View Wealth Advisors Group, LLC | 3,830 | $1.53M | 0.32% | −327−7.9% | Reduced |
| North Star Investment Management Corp. | 3,821 | $1.53M | 0.12% | +3,003+367.1% | Added |
| HBK Investments L P | 3,800 | $1.52M | 0.01% | +3,800 | New |
| Accretive Wealth Partners, LLC | 3,795 | $1.52M | 1.10% | +239+6.7% | Added |
| Vista Investment Management | 3,790 | $1.52M | 0.90% | −78−2.0% | Reduced |
| Arete Wealth Advisors, LLC | 4,117 | $1.51M | 0.21% | −245−5.6% | Reduced |
| Cobblestone Capital Advisors LLC | 3,771 | $1.51M | 0.10% | +8+0.2% | Added |
| Paradigm Asset Management Co LLC | 3,745 | $1.50M | 0.38% | −100−2.6% | Reduced |
| Hoover Financial Advisors, Inc. | 3,734 | $1.50M | 0.27% | +51+1.4% | Added |
| Cim Investment Mangement Inc | 3,729 | $1.49M | 0.46% | −1,893−33.7% | Reduced |
| First Business Financial Services, Inc. | 3,726 | $1.49M | 0.17% | +339+10.0% | Added |
| Nations Financial Group Inc, | 3,716 | $1.49M | 0.25% | +134+3.7% | Added |
| Van Hulzen Asset Management, LLC | 3,713 | $1.49M | 0.22% | +61+1.7% | Added |
| Novak Financial Planning, LLC | 3,704 | $1.48M | 0.73% | +5+0.1% | Added |
| Sierra Capital LLC | 3,690 | $1.48M | 0.27% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 3,691 | $1.48M | 0.17% | +1,571+74.1% | Added |
| Mirova | 3,690 | $1.48M | 0.18% | −44−1.2% | Reduced |
| Rational Advisors LLC | 3,682 | $1.47M | 0.17% | +3,682 | New |
| Cavalier Investments, LLC | 3,676 | $1.47M | 0.53% | 00.0% | Unchanged |
| LMR Partners LLP | 3,665 | $1.47M | 0.02% | +3,665 | New |
| IFG Advisory, LLC | 3,660 | $1.47M | 0.16% | +443+13.8% | Added |
| Heron Financial Group, LLC | 3,645 | $1.46M | 0.83% | −77−2.1% | Reduced |
| KC Investment Advisors, LLC | 3,634 | $1.46M | 1.17% | +124+3.5% | Added |
| Financial Perspectives, Inc | 3,626 | $1.45M | 0.71% | −1,335,255−99.7% | Reduced |
| Brand Asset Management Group, Inc. | 3,625 | $1.45M | 0.71% | −55−1.5% | Reduced |
| Proficio Capital Partners LLC | 3,618 | $1.45M | 0.18% | −3−0.1% | Reduced |
| Magnus Financial Group LLC | 3,612 | $1.45M | 0.32% | +10+0.3% | Added |
| Lakeview Capital Partners, LLC | 3,609 | $1.45M | 0.63% | +228+6.7% | Added |
| Independent Investors Inc | 3,594 | $1.44M | 0.35% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 3,591 | $1.44M | 0.68% | +3,591 | New |
| Fiduciary Group LLC | 3,396 | $1.43M | 0.17% | +12+0.4% | Added |
| FOCUS Wealth Advisors, LLC | 3,569 | $1.43M | 1.00% | +175+5.2% | Added |
| WealthShield Partners, LLC | 3,567 | $1.43M | 0.22% | +622+21.1% | Added |
| Capital Investment Advisory Services, LLC | 3,559 | $1.43M | 0.18% | −275−7.2% | Reduced |
| First Financial Bank - Trust Division | 3,555 | $1.42M | 0.16% | +133+3.9% | Added |
| Domani Wealth, LLC | 3,556 | $1.42M | 0.29% | +200+6.0% | Added |
| First Nebraska Trust Co | 3,555 | $1.42M | 0.19% | 00.0% | Unchanged |
| CPWM, LLC | 3,538 | $1.42M | 0.11% | −69−1.9% | Reduced |
| Archford Capital Strategies, LLC | 3,532 | $1.41M | 0.35% | +709+25.1% | Added |
| Trust Co of Oklahoma | 3,527 | $1.41M | 0.48% | +3,527 | New |
| Goepper Burkhardt LLC | 3,527 | $1.41M | 0.89% | 00.0% | Unchanged |
| Intersect Capital LLC | 3,518 | $1.41M | 0.25% | +345+10.9% | Added |
| Legacy Bridge, LLC | 3,514 | $1.41M | 0.80% | −75−2.1% | Reduced |
| Scott Investment Partners LLP | 3,500 | $1.40M | 0.98% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,480 | $1.39M | 0.21% | +352+11.3% | Added |
| Gryphon Financial Partners LLC | 4,216 | $1.39M | 0.33% | +47+1.1% | Added |
| Evermay Wealth Management LLC | 3,479 | $1.39M | 0.26% | +10.0% | Added |
| Trustmark National Bank Trust Department | 3,472 | $1.39M | 0.11% | −45−1.3% | Reduced |
| Cribstone Capital Management, LLC | 3,467 | $1.39M | 0.84% | +371+12.0% | Added |
| Rede Wealth, LLC | 3,458 | $1.39M | 0.74% | +231+7.2% | Added |
| Cambridge Advisors Inc. | 3,443 | $1.38M | 0.33% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,442 | $1.38M | 0.14% | +48+1.4% | Added |
| Pettee Investors, Inc. | 3,440 | $1.38M | 0.65% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3,373 | $1.35M | 0.36% | −67−1.9% | Reduced |
| Semmax Financial Advisors Inc. | 3,372 | $1.35M | 0.43% | +476+16.4% | Added |
| Keel Point, LLC | 3,363 | $1.35M | 0.16% | −15−0.4% | Reduced |
| Peak Asset Management, LLC | 3,341 | $1.34M | 0.33% | +52+1.6% | Added |
| JGP Global Gestao de Recursos Ltda. | 3,326 | $1.33M | 0.45% | +8+0.2% | Added |
| Bluestein R H & Co | 3,324 | $1.33M | 0.05% | −1,493−31.0% | Reduced |
| Royal Harbor Partners, LLC | 3,323 | $1.33M | 0.89% | +61+1.9% | Added |
| RB Capital Management, LLC | 3,318 | $1.33M | 0.51% | +200+6.4% | Added |
| Washington Capital Management Inc | 3,315 | $1.33M | 1.61% | −125−3.6% | Reduced |
| DRW Securities, LLC | 3,310 | $1.32M | 0.18% | +3,310 | New |
| Cahill Financial Advisors Inc | 3,304 | $1.32M | 0.30% | −446−11.9% | Reduced |
| HMS Capital Management, LLC | 3,305 | $1.32M | 0.60% | +67+2.1% | Added |
| CSU Producer Resources, Inc. | 3,300 | $1.32M | 5.20% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 3,300 | $1.32M | 0.50% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 3,293 | $1.32M | 0.40% | −50−1.5% | Reduced |
| Thomas White International Ltd | 3,283 | $1.31M | 0.18% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 3,282 | $1.31M | 0.25% | 00.0% | Unchanged |
| Cim, LLC | 3,165 | $1.31M | 0.21% | +373+13.4% | Added |
| Brandywine Oak Private Wealth LLC | 3,279 | $1.31M | 0.15% | +1,566+91.4% | Added |
| Leisure Capital Management | 3,275 | $1.31M | 0.73% | −23−0.7% | Reduced |
| Vectors Research Management, LLC | 3,275 | $1.31M | 0.33% | −24−0.7% | Reduced |
| HNP Capital LLC | 3,275 | $1.31M | 0.35% | −24−0.7% | Reduced |
| Tolleson Wealth Management, Inc. | 3,268 | $1.31M | 0.35% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 3,264 | $1.31M | 0.52% | −75−2.2% | Reduced |
| Defined Wealth Management, LLC | 3,262 | $1.31M | 1.16% | 00.0% | Unchanged |
| Berkshire Bank | 3,259 | $1.30M | 0.32% | +1,395+74.8% | Added |
| GoalVest Advisory LLC | 3,255 | $1.30M | 0.81% | +172+5.6% | Added |
| Claro Advisors LLC | 3,248 | $1.30M | 0.59% | +66+2.1% | Added |
| Buffington Mohr McNeal | 3,245 | $1.30M | 0.25% | −15−0.5% | Reduced |
| Perpetual Investment Management Ltd | 3,236 | $1.30M | 0.18% | +5+0.2% | Added |
| Geier Asset Management, Inc. | 3,227 | $1.29M | 0.90% | +11+0.3% | Added |
| Quest Capital Management Inc | 3,221 | $1.29M | 0.26% | −13−0.4% | Reduced |
| Globeflex Capital L P | 3,215 | $1.29M | 0.23% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 3,209 | $1.28M | 1.10% | −39−1.2% | Reduced |