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 |
|---|---|---|---|---|---|
| Godshalk Welsh Capital Management, Inc. | 3,087 | $1.28M | 0.81% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 3,185 | $1.28M | 0.21% | +442+16.1% | Added |
| Delta Financial Advisors LLC | 3,181 | $1.27M | 0.56% | +61+2.0% | Added |
| Investment Management of Virginia LLC | 3,177 | $1.27M | 0.24% | −250−7.3% | Reduced |
| Financial Network Wealth Management LLC | 3,177 | $1.27M | 0.75% | +30+1.0% | Added |
| Measured Wealth Private Client Group, LLC | 3,172 | $1.27M | 0.40% | +701+28.4% | Added |
| Carolinas Wealth Consulting LLC | 3,167 | $1.27M | 0.28% | −3−0.1% | Reduced |
| Mark Stevens | 3,154 | $1.26M | 0.14% | +167+5.6% | Added |
| FLC Capital Advisors | 3,152 | $1.26M | 0.37% | −240−7.1% | Reduced |
| Boston Common Asset Management, LLC | 3,142 | $1.26M | 0.05% | +210+7.2% | Added |
| BigSur Wealth Management LLC | 3,140 | $1.26M | 0.57% | −100−3.1% | Reduced |
| Mountain Capital Investment Advisors, Inc | 3,061 | $1.25M | 0.58% | −104−3.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,133 | $1.25M | 0.01% | +69+2.3% | Added |
| Garrison Point Advisors, LLC | 3,126 | $1.25M | 0.90% | −10−0.3% | Reduced |
| Gamco Investors, Inc. Et Al | 3,125 | $1.25M | 0.01% | −81−2.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,123 | $1.25M | 0.32% | +147+4.9% | Added |
| San Francisco Sentry Investment Group (Ca) | 3,119 | $1.25M | 0.65% | +57+1.9% | Added |
| Bank Hapoalim BM | 3,114 | $1.25M | 0.14% | +130+4.4% | Added |
| Westside Investment Management, Inc. | 3,113 | $1.25M | 0.01% | −179−5.4% | Reduced |
| Mayflower Financial Advisors, LLC | 3,107 | $1.24M | 0.17% | +114+3.8% | Added |
| NVWM, LLC | 3,105 | $1.24M | 0.45% | +84+2.8% | Added |
| Taylor Hoffman Wealth Management | 3,100 | $1.24M | 0.53% | 00.0% | Unchanged |
| Covenant Partners, LLC | 3,097 | $1.24M | 0.47% | 00.0% | Unchanged |
| Boston Family Office LLC | 3,095 | $1.24M | 0.09% | +50+1.6% | Added |
| Continuum Advisory, LLC | 3,084 | $1.24M | 0.38% | +2,160+233.8% | Added |
| MJP Associates Inc | 3,078 | $1.23M | 0.42% | +25+0.8% | Added |
| Smith, Moore & Co. | 3,075 | $1.23M | 0.19% | +12+0.4% | Added |
| Tobam | 3,067 | $1.23M | 0.05% | −100−3.2% | Reduced |
| CRA Financial Services, LLC | 3,064 | $1.23M | 0.43% | +17+0.6% | Added |
| S. R. Schill & Associates | 3,056 | $1.22M | 0.48% | −200−6.1% | Reduced |
| Chesapeake Wealth Management | 3,044 | $1.22M | 0.40% | −455−13.0% | Reduced |
| Perigon Wealth Management, LLC | 3,027 | $1.21M | 0.11% | +57+1.9% | Added |
| Copperleaf Capital, LLC | 3,023 | $1.21M | 1.18% | −29−1.0% | Reduced |
| Geneva Partners, LLC | 3,019 | $1.21M | 0.55% | +3,019 | New |
| Davidson Capital Management Inc. | 3,016 | $1.21M | 0.58% | −298−9.0% | Reduced |
| International Assets Investment Management, LLC | 3,015 | $1.21M | 0.22% | −2,525−45.6% | Reduced |
| Engine No. 1 LLC | 3,013 | $1.21M | 0.33% | +3,013 | New |
| Platform Technology Partners | 3,011 | $1.21M | 0.50% | +3,011 | New |
| Legacy Financial Advisors, Inc. | 3,009 | $1.21M | 0.31% | −161−5.1% | Reduced |
| Aries Wealth Management | 3,010 | $1.21M | 0.52% | +78+2.7% | Added |
| LVM Capital Management Ltd | 3,005 | $1.20M | 0.18% | −32−1.1% | Reduced |
| Hunter Associates Investment Management LLC | 3,000 | $1.20M | 0.37% | −975−24.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.20M | 0.39% | 00.0% | Unchanged |
| Bar Harbor Trust Services | 2,988 | $1.20M | 0.38% | +147+5.2% | Added |
| MinichMacGregor Wealth Management, LLC | 2,988 | $1.20M | 0.42% | +92+3.2% | Added |
| Aspiriant, LLC | 2,976 | $1.19M | 0.07% | +219+7.9% | Added |
| Baldwin Investment Management, LLC | 2,982 | $1.19M | 0.20% | +358+13.6% | Added |
| RKL Wealth Management LLC | 2,958 | $1.19M | 0.15% | −209−6.6% | Reduced |
| Interchange Capital Partners, LLC | 2,951 | $1.18M | 1.83% | −826−21.9% | Reduced |
| Kensington Investment Counsel, LLC | 2,953 | $1.18M | 0.81% | +68+2.4% | Added |
| PDS Planning, Inc | 2,951 | $1.18M | 0.29% | +213+7.8% | Added |
| LeJeune Puetz Investment Counsel LLC | 2,940 | $1.18M | 0.43% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 2,938 | $1.18M | 0.34% | −63−2.1% | Reduced |
| Sand Hill Global Advisors, LLC | 2,901 | $1.16M | 0.07% | −341−10.5% | Reduced |
| Allred Capital Management, LLC | 2,902 | $1.16M | 0.57% | −99−3.3% | Reduced |
| Tiemann Investment Advisors, LLC | 2,903 | $1.16M | 0.54% | −20−0.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 2,901 | $1.16M | 0.12% | +33+1.2% | Added |
| St. Johns Investment Management Company, LLC | 2,888 | $1.16M | 0.63% | −193−6.3% | Reduced |
| Paulson Wealth Management Inc. | 2,887 | $1.16M | 0.56% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,841 | $1.15M | 0.09% | −662−18.9% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 2,868 | $1.15M | 0.85% | +77+2.8% | Added |
| ProVise Management Group, LLC | 2,867 | $1.15M | 0.12% | +613+27.2% | Added |
| Donoghue Forlines LLC | 2,860 | $1.15M | 0.21% | −614−17.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,850 | $1.14M | 0.26% | −164−5.4% | Reduced |
| Institute for Wealth Management, LLC. | 2,816 | $1.13M | 0.20% | +66+2.4% | Added |
| Gyroscope Capital Management Group, LLC | 2,800 | $1.12M | 0.39% | −16,472−85.5% | Reduced |
| Edge Capital Group, LLC | 2,796 | $1.12M | 0.09% | −452−13.9% | Reduced |
| Sterling Investment Management, Inc. | 2,793 | $1.12M | 0.73% | −87−3.0% | Reduced |
| Seelaus Asset Management LLC | 2,781 | $1.11M | 0.65% | −123−4.2% | Reduced |
| CFO4Life Group, LLC | 2,783 | $1.11M | 0.26% | +32+1.2% | Added |
| Cedar Brook Financial Partners, LLC | 2,774 | $1.11M | 0.32% | +139+5.3% | Added |
| 9258 Wealth Management, LLC | 2,768 | $1.11M | 0.30% | −14−0.5% | Reduced |
| Altfest L J & Co Inc | 2,762 | $1.11M | 0.24% | −915−24.9% | Reduced |
| Alta Wealth Advisors LLC | 2,763 | $1.11M | 0.81% | +52+1.9% | Added |
| Carroll Financial Associates, Inc. | 2,759 | $1.10M | 0.06% | −407−12.9% | Reduced |
| 44 Wealth Management LLC | 2,758 | $1.10M | 0.42% | +85+3.2% | Added |
| Laurel Wealth Advisors, Inc. | 2,749 | $1.10M | 0.14% | +394+16.7% | Added |
| Cahaba Wealth Management, Inc. | 2,661 | $1.10M | 0.17% | −457−14.7% | Reduced |
| ARS Wealth Advisors, LLC | 2,739 | $1.10M | 0.20% | +2+0.1% | Added |
| Pennsylvania Capital Management Inc | 2,662 | $1.10M | 0.54% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,731 | $1.09M | 0.07% | +393+16.8% | Added |
| Paradigm Financial Advisors, LLC | 2,725 | $1.09M | 0.24% | −65−2.3% | Reduced |
| Spirit of America Management Corp | 2,725 | $1.09M | 0.23% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 2,719 | $1.09M | 0.88% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,716 | $1.09M | 0.49% | −283−9.4% | Reduced |
| Van Leeuwen & Company, LLC | 2,680 | $1.08M | 0.64% | −118−4.2% | Reduced |
| IMS Capital Management | 2,698 | $1.08M | 0.64% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 2,693 | $1.08M | 0.68% | +25+0.9% | Added |
| BKD Wealth Advisors, LLC | 2,687 | $1.08M | 0.05% | −589−18.0% | Reduced |
| Balentine LLC | 2,687 | $1.08M | 0.04% | +627+30.4% | Added |
| Endurance Wealth Management, Inc. | 2,685 | $1.07M | 0.12% | −11−0.4% | Reduced |
| Golden State Wealth Management, LLC | 2,681 | $1.07M | 0.24% | −901−25.2% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 2,680 | $1.07M | 1.60% | +2,680 | New |
| Hallmark Capital Management Inc | 2,673 | $1.07M | 0.09% | +21+0.8% | Added |
| Cornerstone Advisory, LLC | 2,665 | $1.07M | 0.18% | +200+8.1% | Added |
| Atlas Capital Advisors LLC | 2,663 | $1.07M | 0.18% | +87+3.4% | Added |
| Old Dominion Capital Management Inc | 2,655 | $1.06M | 0.23% | +39+1.5% | Added |
| State of Wyoming | 2,648 | $1.06M | 0.67% | +722+37.5% | Added |
| Bard Financial Services, Inc. | 2,640 | $1.06M | 0.09% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 2,631 | $1.05M | 0.58% | −10.0% | Reduced |