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 |
|---|---|---|---|---|---|
| Glenview State Bank Trust Dept. | 2,130 | $853.0K | 0.26% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 2,035 | $852.0K | 0.31% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 2,124 | $851.0K | 0.17% | +2,124 | New |
| Thompson Siegel & Walmsley LLC | 2,110 | $845.0K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,108 | $844.0K | 0.05% | +4+0.2% | Added |
| Pinnacle Bancorp, Inc. | 2,102 | $842.0K | 0.38% | +30+1.4% | Added |
| Collective Family Office LLC | 2,099 | $841.0K | 0.36% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,092 | $838.0K | 0.16% | 00.0% | Unchanged |
| Bollard Group LLC | 2,092 | $838.0K | 0.03% | +8+0.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,092 | $838.0K | 0.37% | +22+1.1% | Added |
| Sunflower Bank, N.A. | 2,090 | $837.0K | 0.13% | −129−5.8% | Reduced |
| Ellevest, Inc. | 2,086 | $835.0K | 0.08% | +312+17.6% | Added |
| Calton & Associates, Inc. | 2,072 | $832.0K | 0.16% | −58−2.7% | Reduced |
| DAGCO, Inc. | 2,063 | $826.0K | 0.37% | −10−0.5% | Reduced |
| McDaniel Terry & Co | 2,057 | $824.0K | 0.09% | +12+0.6% | Added |
| Sage Rhino Capital LLC | 2,057 | $824.0K | 0.24% | +18+0.9% | Added |
| Prentice Wealth Management LLC | 2,055 | $823.0K | 0.42% | +188+10.1% | Added |
| North Star Asset Management Inc | 2,055 | $822.0K | 0.05% | +20+1.0% | Added |
| Bluesphere Advisors, LLC | 2,034 | $814.0K | 0.72% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,028 | $812.0K | 0.09% | +143+7.6% | Added |
| Tectonic Advisors LLC | 2,023 | $810.0K | 0.17% | −174−7.9% | Reduced |
| Pure Financial Advisors, Inc. | 2,021 | $809.0K | 0.07% | +4+0.2% | Added |
| Wealth Management Partners, LLC | 2,017 | $808.0K | 0.56% | +84+4.3% | Added |
| Covenant Multifamily Offices, LLC | 2,019 | $808.0K | 0.15% | +424+26.6% | Added |
| Advisor Resource Council | 2,014 | $806.0K | 0.08% | +2,014 | New |
| united american securities inc. (d/b/a uas asset management) | 2,000 | $801.0K | 0.20% | +2,000 | New |
| Verdence Capital Advisors LLC | 1,992 | $797.0K | 0.11% | +80+4.2% | Added |
| Atlas Brown,Inc. | 1,983 | $794.0K | 0.34% | 00.0% | Unchanged |
| Foundry Partners, LLC | 1,983 | $794.0K | 0.03% | +50+2.6% | Added |
| Farr Miller & Washington LLC | 1,983 | $794.0K | 0.05% | +500+33.7% | Added |
| Financial Engines Advisors L.L.C. | 1,980 | $793.0K | 0.00% | −1,039−34.4% | Reduced |
| Riverview Trust Co | 1,980 | $793.0K | 0.84% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 1,980 | $792.0K | 0.21% | +2+0.1% | Added |
| Rock Creek Group, LP | 1,976 | $791.0K | 0.12% | +39+2.0% | Added |
| Brown Capital Management LLC | 1,970 | $789.0K | 0.01% | −41−2.0% | Reduced |
| Humankind Investments LLC | 1,966 | $787.0K | 0.37% | +619+46.0% | Added |
| Wall Street Access Asset Management, LLC | 1,937 | $775.0K | 0.44% | +1,937 | New |
| Berkeley Capital Partners, LLC | 1,933 | $774.0K | 0.34% | −27−1.4% | Reduced |
| Am Investment Strategies LLC | 1,928 | $772.0K | 0.20% | +2+0.1% | Added |
| Crawford Investment Counsel Inc | 1,929 | $772.0K | 0.02% | +350+22.2% | Added |
| Redhawk Wealth Advisors, Inc. | 1,926 | $771.0K | 0.17% | −659−25.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,927 | $771.0K | 0.39% | −87−4.3% | Reduced |
| Investment Partners, Ltd. | 1,923 | $770.0K | 0.35% | −56−2.8% | Reduced |
| Lokken Investment Group LLC | 1,915 | $767.0K | 0.62% | +10+0.5% | Added |
| Formidable Asset Management, LLC | 1,908 | $764.0K | 0.16% | +473+33.0% | Added |
| Camden National Bank | 1,903 | $762.0K | 0.14% | +1+0.1% | Added |
| Deltec Asset Management LLC | 1,900 | $761.0K | 0.10% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 1,896 | $759.0K | 0.40% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,892 | $758.0K | 0.54% | −53−2.7% | Reduced |
| Detalus Advisors, LLC | 1,893 | $758.0K | 0.40% | +10+0.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,888 | $756.0K | 0.12% | −222−10.5% | Reduced |
| Campion Asset Management LLC | 1,880 | $753.0K | 0.63% | 00.0% | Unchanged |
| Washington Trust Co | 1,882 | $753.0K | 0.02% | +32+1.7% | Added |
| Smith, Salley & Associates | 1,880 | $753.0K | 0.06% | +41+2.2% | Added |
| American Money Management, LLC | 1,875 | $751.0K | 0.25% | +10+0.5% | Added |
| F3Logic, LLC | 1,873 | $750.0K | 0.09% | +9+0.5% | Added |
| Texas Capital Bancshares Inc | 1,871 | $749.0K | 0.54% | +5+0.3% | Added |
| Montecito Bank & Trust | 1,871 | $749.0K | 0.14% | +142+8.2% | Added |
| Parkside Financial Bank & Trust | 1,862 | $746.0K | 0.22% | +162+9.5% | Added |
| KLK Capital Management LLC | 1,854 | $742.0K | 0.64% | +1,854 | New |
| Letko, Brosseau & Associates Inc | 1,850 | $741.0K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,851 | $741.0K | 0.05% | +30+1.6% | Added |
| Cable Hill Partners, LLC | 1,850 | $741.0K | 0.18% | +500+37.0% | Added |
| AGF Investments LLC | 1,841 | $737.0K | 0.08% | +1,701+1,215.0% | Added |
| Maven Securities LTD | 1,838 | $736.0K | 0.08% | −5,467−74.8% | Reduced |
| Pointe Capital Management LLC | 1,837 | $736.0K | 0.52% | +33+1.8% | Added |
| One Capital Management, LLC | 1,836 | $735.0K | 0.07% | +264+16.8% | Added |
| Source Financial Advisors LLC | 1,823 | $730.0K | 0.19% | +92+5.3% | Added |
| Prelude Capital Management, LLC | 1,822 | $730.0K | 0.04% | +1,822 | New |
| Heck Capital Advisors, LLC | 1,822 | $729.6K | 0.14% | +25+1.4% | Added |
| Northwest Bancshares, Inc. | 1,822 | $729.0K | 0.17% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,782 | $729.0K | 0.10% | −10−0.6% | Reduced |
| Financial Partners Group, Inc | 1,815 | $727.0K | 0.19% | −2−0.1% | Reduced |
| Oldfather Financial Services, LLC | 1,766 | $727.0K | 0.40% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 1,813 | $726.0K | 1.08% | +8+0.4% | Added |
| Stableford Capital II LLC | 1,809 | $724.0K | 0.35% | +10+0.6% | Added |
| Donald L. Hagan, LLC | 1,798 | $720.0K | 0.42% | +107+6.3% | Added |
| Koss-Olinger Consulting, LLC | 1,796 | $719.0K | 0.11% | +118+7.0% | Added |
| MCF Advisors LLC | 1,796 | $719.0K | 0.07% | +122+7.3% | Added |
| Jeppson Wealth Management, LLC | 1,792 | $717.0K | 0.39% | −10−0.6% | Reduced |
| Castleview Partners, LLC | 1,791 | $717.0K | 0.31% | +1,791 | New |
| Keystone Financial Group | 1,785 | $715.0K | 0.13% | +205+13.0% | Added |
| First Pacific Financial | 1,778 | $712.0K | 0.39% | +204+13.0% | Added |
| Secure Asset Management, LLC | 1,777 | $712.0K | 0.36% | +261+17.2% | Added |
| Ballast Advisors LLC | 1,768 | $708.0K | 0.30% | +2+0.1% | Added |
| Argent Advisors, Inc. | 1,767 | $708.0K | 0.43% | +111+6.7% | Added |
| Heron Bay Capital Management | 1,759 | $704.0K | 0.39% | −575−24.6% | Reduced |
| Capital One Financial Corp | 1,755 | $703.0K | 0.09% | +78+4.7% | Added |
| Cary Street Partner Investment Advisory LLC | 1,754 | $702.0K | 0.23% | −13−0.7% | Reduced |
| BSW Wealth Partners | 1,752 | $702.0K | 0.19% | +215+14.0% | Added |
| Fortis Capital Management LLC | 1,750 | $701.0K | 0.36% | +474+37.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 1,745 | $699.0K | 0.03% | +1,745 | New |
| Enterprise Financial Services Corp | 1,742 | $698.0K | 0.11% | −40−2.2% | Reduced |
| Darwin Advisors, LLC | 1,741 | $697.0K | 0.11% | −50−2.8% | Reduced |
| Bingham Osborn & Scarborough LLC | 1,741 | $697.0K | 0.05% | +286+19.7% | Added |
| JSF Financial, LLC | 1,736 | $695.0K | 0.41% | +141+8.8% | Added |
| Almanack Investment Partners, LLC. | 1,733 | $694.0K | 0.07% | −440−20.2% | Reduced |
| Amarillo National Bank | 1,723 | $690.0K | 0.20% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 1,720 | $689.0K | 0.18% | −50−2.8% | Reduced |
| Beck Mack & Oliver LLC | 1,721 | $689.0K | 0.02% | +500+41.0% | Added |