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 |
|---|---|---|---|---|---|
| Cutler Group LP | 2,633 | $1.05M | 0.08% | +2,533+2,533.0% | Added |
| Regal Investment Advisors LLC | 2,633 | $1.05M | 0.11% | +2,633 | New |
| Stratos Wealth Advisors, LLC | 2,629 | $1.05M | 0.09% | +1,053+66.8% | Added |
| Choate Investment Advisors | 2,624 | $1.05M | 0.06% | +325+14.1% | Added |
| Franklin Street Advisors Inc | 2,611 | $1.05M | 0.09% | −160−5.8% | Reduced |
| 1776 Wealth LLC | 2,613 | $1.05M | 0.59% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 2,600 | $1.04M | 0.45% | −135−4.9% | Reduced |
| Bank of Stockton | 2,599 | $1.04M | 0.31% | +1,132+77.2% | Added |
| Court Place Advisors, LLC | 2,587 | $1.04M | 0.30% | −25−1.0% | Reduced |
| Intellectus Partners, LLC | 2,576 | $1.03M | 0.23% | −69−2.6% | Reduced |
| GYL Financial Synergies, LLC | 2,574 | $1.03M | 0.53% | +76+3.0% | Added |
| Camden Capital, LLC | 2,571 | $1.03M | 0.24% | +79+3.2% | Added |
| Camelot Portfolios, LLC | 2,569 | $1.03M | 0.42% | −224−8.0% | Reduced |
| Algert Global LLC | 2,564 | $1.03M | 0.35% | +2,564 | New |
| Psagot Investment House Ltd. | 2,555 | $1.02M | 0.04% | +165+6.9% | Added |
| Seven Springs Wealth Group, LLC | 2,544 | $1.02M | 0.44% | +940+58.6% | Added |
| LaFleur & Godfrey LLC | 2,545 | $1.02M | 0.15% | +2,545 | New |
| Plante Moran Financial Advisors, LLC | 2,539 | $1.02M | 0.25% | +119+4.9% | Added |
| Baker Boyer National Bank | 1,977 | $1.01M | 0.51% | +1,977 | New |
| Cadence Bank NA | 2,530 | $1.01M | 0.30% | −145−5.4% | Reduced |
| Opal Wealth Advisors, LLC | 2,526 | $1.01M | 0.94% | −82−3.1% | Reduced |
| Monte Financial Group, LLC | 2,509 | $1.00M | 0.57% | −26−1.0% | Reduced |
| Essex Savings Bank | 2,437 | $1.00M | 0.39% | +95+4.1% | Added |
| Adirondack Trust Co | 2,495 | $999.0K | 0.50% | +10+0.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 2,483 | $994.0K | 0.36% | +36+1.5% | Added |
| Wealth Management Associates, Inc. | 2,481 | $993.5K | 0.56% | −199−7.4% | Reduced |
| Sutton Wealth Advisors Inc. | 2,475 | $991.1K | 0.36% | +30+1.2% | Added |
| Park National Corp | 2,474 | $991.0K | 0.04% | −405−14.1% | Reduced |
| First Commonwealth Financial Corp | 2,476 | $991.0K | 0.35% | −143−5.5% | Reduced |
| Crescent Capital Consulting, LLC | 2,473 | $990.0K | 0.19% | +15+0.6% | Added |
| Geller Advisors LLC | 2,469 | $989.0K | 0.21% | −6−0.2% | Reduced |
| Foster Group, Inc. | 2,466 | $987.0K | 0.11% | +25+1.0% | Added |
| Professional Financial Advisors, LLC | 2,473 | $985.0K | 0.54% | −4−0.2% | Reduced |
| Wambolt & Associates, LLC | 2,431 | $984.0K | 0.42% | +189+8.4% | Added |
| Elite Wealth Management, Inc. | 2,452 | $982.0K | 0.43% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 2,389 | $979.0K | 0.20% | −43−1.8% | Reduced |
| Kanawha Capital Management LLC | 2,442 | $978.0K | 0.09% | −85−3.4% | Reduced |
| Green Harvest Asset Management LLC | 2,437 | $975.0K | 0.18% | +33+1.4% | Added |
| CoreFirst Bank & Trust | 2,425 | $971.0K | 0.66% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 2,422 | $970.0K | 0.41% | +85+3.6% | Added |
| PBMares Wealth Management LLC | 2,420 | $969.0K | 0.53% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,410 | $966.0K | 0.44% | +42+1.8% | Added |
| DT Investment Partners, LLC | 2,405 | $963.0K | 0.13% | +172+7.7% | Added |
| Investment Advisory Services Inc | 2,399 | $961.0K | 0.59% | +2,399 | New |
| Financial Advocates Investment Management | 2,395 | $959.0K | 0.07% | −924−27.8% | Reduced |
| Valtinson Bruner Financial Planning LLC | 2,296 | $953.0K | 0.54% | +3+0.1% | Added |
| Clear Perspective Advisors, LLC | 2,381 | $953.0K | 0.33% | +191+8.7% | Added |
| First Horizon Corp | 2,379 | $952.0K | 0.09% | −1,646−40.9% | Reduced |
| USA Financial Portformulas Corp | 2,362 | $946.0K | 0.79% | −1,498−38.8% | Reduced |
| Prestige Wealth Management Group LLC | 2,362 | $946.0K | 0.25% | +324+15.9% | Added |
| Stock Yards Bank & Trust Co | 2,357 | $944.0K | 0.06% | +280+13.5% | Added |
| Ropes Wealth Advisors LLC | 2,354 | $943.0K | 0.15% | +584+33.0% | Added |
| KB Financial Partners, LLC | 2,352 | $942.0K | 0.36% | −454−16.2% | Reduced |
| Nachman Norwood & Parrott, Inc | 2,344 | $939.0K | 0.10% | +7+0.3% | Added |
| Uncommon Cents Investing LLC | 2,320 | $929.0K | 0.37% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2,315 | $927.0K | 0.21% | +40+1.8% | Added |
| Nicholas Hoffman & Company, LLC. | 2,308 | $924.0K | 0.17% | +432+23.0% | Added |
| Xcel Wealth Management, LLC | 2,306 | $923.0K | 0.28% | −355−13.3% | Reduced |
| Journey Advisory Group, LLC | 2,305 | $923.0K | 0.29% | +383+19.9% | Added |
| Perritt Capital Management Inc | 2,295 | $919.0K | 0.48% | −355−13.4% | Reduced |
| Key Financial Inc | 2,230 | $919.0K | 0.51% | +280+14.4% | Added |
| Knights of Columbus Asset Advisors LLC | 2,287 | $916.0K | 0.08% | −61−2.6% | Reduced |
| Westhampton Capital, LLC | 2,285 | $915.0K | 0.59% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 2,278 | $912.0K | 0.51% | +6+0.3% | Added |
| Shepherd Financial Partners LLC | 2,275 | $911.0K | 0.17% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 2,272 | $910.0K | 0.64% | −14−0.6% | Reduced |
| Trust Co of Toledo NA | 2,267 | $908.0K | 0.15% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 2,261 | $905.0K | 0.06% | −8−0.4% | Reduced |
| Aevitas Wealth Management, Inc. | 2,256 | $903.0K | 0.58% | −16−0.7% | Reduced |
| Summit Financial, LLC | 2,254 | $902.6K | 0.09% | +2,254 | New |
| Nwam LLC | 2,253 | $902.0K | 0.08% | −160−6.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,247 | $900.0K | 0.16% | +169+8.1% | Added |
| LS Investment Advisors, LLC | 2,239 | $897.0K | 0.11% | −18,279−89.1% | Reduced |
| Centerpoint Advisors, LLC | 2,240 | $897.0K | 0.42% | +1,518+210.2% | Added |
| Bridgewater Advisors Inc. | 2,238 | $896.0K | 0.28% | +93+4.3% | Added |
| GFG Capital, LLC | 2,232 | $894.0K | 0.27% | +9+0.4% | Added |
| Total Clarity Wealth Management, Inc. | 2,230 | $893.0K | 0.50% | +80+3.7% | Added |
| Hollencrest Capital Management | 2,226 | $891.0K | 0.08% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 2,224 | $891.0K | 0.26% | 00.0% | Unchanged |
| XML Financial, LLC | 2,218 | $888.0K | 0.20% | −685−23.6% | Reduced |
| Laurion Capital Management LP | 2,214 | $887.0K | 0.01% | +2,214 | New |
| Trillium Asset Management, LLC | 2,211 | $885.0K | 0.02% | +538+32.2% | Added |
| FRG Family Wealth Advisors LLC | 2,205 | $883.0K | 0.17% | +20+0.9% | Added |
| Asset Advisors Investment Management, LLC | 2,200 | $881.0K | 0.10% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 2,131 | $880.0K | 0.60% | +49+2.4% | Added |
| Westshore Wealth, LLC | 2,195 | $879.0K | 0.45% | +200+10.0% | Added |
| TLWM | 2,212 | $878.0K | 0.31% | +47+2.2% | Added |
| American State Bank (Iowa) | 2,174 | $870.6K | 0.68% | +29+1.4% | Added |
| Arvest Bank Trust Division | 2,168 | $868.0K | 0.05% | +627+40.7% | Added |
| Safeguard Investment Advisory Group, LLC | 2,166 | $867.0K | 0.62% | +99+4.8% | Added |
| BCGM Wealth Management, LLC | 2,104 | $867.0K | 0.51% | +266+14.5% | Added |
| Andesa Financial Management Inc. | 2,165 | $866.0K | 0.26% | −87−3.9% | Reduced |
| McLean Asset Management Corp | 2,063 | $866.0K | 0.39% | +9+0.4% | Added |
| Sage Mountain Advisors LLC | 2,163 | $866.0K | 0.14% | +477+28.3% | Added |
| Sargent Investment Group, LLC | 2,160 | $865.0K | 0.21% | −8−0.4% | Reduced |
| Soltis Investment Advisors LLC | 2,160 | $865.0K | 0.14% | +951+78.7% | Added |
| Ausdal Financial Partners, Inc. | 2,152 | $862.0K | 0.13% | −227−9.5% | Reduced |
| CNB Bank | 2,144 | $858.0K | 0.54% | −124−5.5% | Reduced |
| Prudent Man Advisors, LLC | 2,138 | $856.0K | 0.33% | +93+4.5% | Added |
| Sustainable Insight Capital Management, LLC | 2,132 | $854.0K | 0.51% | +132+6.6% | Added |