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 |
|---|---|---|---|---|---|
| Reynders McVeigh Capital Management, LLC | 1,713 | $686.0K | 0.04% | −153−8.2% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 1,712 | $686.0K | 0.15% | +1,712 | New |
| Hexagon Capital Partners LLC | 1,708 | $684.0K | 0.19% | −110−6.1% | Reduced |
| Avidian Wealth Solutions, LLC | 1,698 | $680.0K | 0.05% | −103−5.7% | Reduced |
| Codex Capital, L.L.C. | 1,700 | $680.0K | 0.36% | +1,700 | New |
| Graypoint LLC | 1,693 | $678.0K | 0.09% | +260+18.1% | Added |
| Parsons Capital Management Inc | 1,686 | $675.0K | 0.05% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 1,675 | $671.0K | 0.50% | +1,675 | New |
| Founders Capital Management, LLC | 1,673 | $670.0K | 0.16% | +50+3.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,671 | $669.0K | 0.17% | +8+0.5% | Added |
| MBM Wealth Consultants, LLC | 1,669 | $669.0K | 0.31% | +65+4.1% | Added |
| Oxinas Partners Wealth Management LLC | 1,662 | $665.0K | 0.38% | +7+0.4% | Added |
| Chicago Partners Investment Group LLC | 1,607 | $664.0K | 0.05% | +239+17.5% | Added |
| Blueshift Asset Management, LLC | 1,651 | $661.0K | 0.04% | −7,159−81.3% | Reduced |
| Nicolet Bankshares Inc | 1,650 | $661.0K | 0.17% | −37−2.2% | Reduced |
| Glassman Wealth Services | 1,650 | $661.0K | 0.14% | +55+3.4% | Added |
| Summit Wealth Partners, LLC | 1,648 | $659.9K | 0.16% | −15−0.9% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,645 | $659.0K | 0.30% | +1,645 | New |
| Perennial Investment Advisors, LLC | 1,644 | $658.0K | 0.24% | +414+33.7% | Added |
| South Shore Capital Advisors | 1,639 | $656.0K | 1.18% | 00.0% | Unchanged |
| Hendley & Co Inc | 1,633 | $654.0K | 0.22% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 1,618 | $648.0K | 0.23% | −500−23.6% | Reduced |
| Private Portfolio Partners LLC | 1,615 | $646.8K | 0.19% | −116−6.7% | Reduced |
| Cypress Wealth Services, LLC | 1,614 | $646.0K | 0.18% | −204−11.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,609 | $645.0K | 0.03% | +123+8.3% | Added |
| Global Trust Asset Management, LLC | 1,606 | $643.0K | 0.31% | −670−29.4% | Reduced |
| Independence Bank of Kentucky | 1,605 | $643.0K | 0.28% | −160−9.1% | Reduced |
| Thomasville National Bank | 1,600 | $640.0K | 0.07% | −67−4.0% | Reduced |
| Everett Harris & Co | 1,582 | $633.0K | 0.01% | −143−8.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,527 | $630.0K | 0.18% | −48−3.0% | Reduced |
| Texas Yale Capital Corp. | 1,568 | $628.0K | 0.04% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,566 | $627.0K | 0.10% | +23+1.5% | Added |
| LVW Advisors, LLC | 1,563 | $626.0K | 0.11% | +182+13.2% | Added |
| TRUE Private Wealth Advisors | 1,561 | $625.0K | 0.09% | −343−18.0% | Reduced |
| WealthTrust Axiom LLC | 1,560 | $624.0K | 0.20% | 00.0% | Unchanged |
| Asset Management Corp | 1,555 | $623.0K | 0.40% | +4+0.3% | Added |
| Professional Planning | 1,555 | $622.0K | 0.29% | +11+0.7% | Added |
| Investors Financial Group, LLC | 1,553 | $622.0K | 0.33% | +42+2.8% | Added |
| Markston International LLC | 1,549 | $620.0K | 0.38% | −260−14.4% | Reduced |
| Krilogy Financial LLC | 1,548 | $620.0K | 0.06% | +38+2.5% | Added |
| Versor Investments LP | 1,546 | $619.0K | 0.02% | −300−16.3% | Reduced |
| Centaurus Financial, Inc. | 1,542 | $618.0K | 0.05% | +32+2.1% | Added |
| Aaron Wealth Advisors | 1,545 | $618.0K | 0.20% | +71+4.8% | Added |
| Wolff Wiese Magana LLC | 1,540 | $617.0K | 0.44% | +33+2.2% | Added |
| Integrated Investment Consultants, LLC | 1,536 | $615.0K | 0.18% | +215+16.3% | Added |
| Consolidated Planning Corp | 1,534 | $614.0K | 0.45% | −13−0.8% | Reduced |
| Patron Partners Advisors, LLC | 1,530 | $612.0K | 0.46% | −110−6.7% | Reduced |
| Marquette Asset Management, LLC | 1,524 | $610.0K | 0.13% | 00.0% | Unchanged |
| Successful Portfolios LLC | 1,515 | $607.0K | 0.37% | −20−1.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,515 | $606.0K | 0.39% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 1,490 | $605.0K | 0.33% | −5−0.3% | Reduced |
| Larson Financial Group LLC | 1,510 | $605.0K | 0.14% | −3−0.2% | Reduced |
| Pzena Investment Management LLC | 1,500 | $601.0K | 0.00% | −35−2.3% | Reduced |
| Titus Wealth Management | 1,502 | $601.0K | 0.33% | −26−1.7% | Reduced |
| Lindbrook Capital, LLC | 1,490 | $597.0K | 0.13% | +17+1.2% | Added |
| Assenagon Asset Management S.A. | 1,473 | $590.0K | 0.00% | +259+21.3% | Added |
| 1st Source Bank | 1,470 | $589.0K | 0.04% | +97+7.1% | Added |
| Steel Peak Wealth Management LLC | 1,467 | $588.0K | 0.04% | +704+92.3% | Added |
| Marotta Asset Management | 1,451 | $587.5K | 0.14% | +8+0.6% | Added |
| Meyer Handelman Co | 1,466 | $586.0K | 0.02% | +1,466 | New |
| Strategy Asset Managers LLC | 1,459 | $585.0K | 0.12% | +182+14.3% | Added |
| InterOcean Capital Group, LLC | 1,458 | $584.0K | 0.03% | +31+2.2% | Added |
| Visionary Wealth Advisors | 1,458 | $584.0K | 0.06% | +38+2.7% | Added |
| Wealthcare Advisory Partners LLC | 1,451 | $581.0K | 0.04% | −150−9.4% | Reduced |
| WBI Investments | 1,452 | $581.0K | 0.09% | +1,452 | New |
| Hartline Investment Corp | 1,449 | $580.0K | 0.07% | 00.0% | Unchanged |
| Brightworth | 1,448 | $580.0K | 0.05% | +13+0.9% | Added |
| Qci Asset Management Inc | 1,447 | $579.0K | 0.03% | −304−17.4% | Reduced |
| Insight Advisors, LLC | 1,391 | $578.0K | 0.18% | −31−2.2% | Reduced |
| Abacus Planning Group, Inc. | 1,439 | $576.0K | 0.18% | −532−27.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 1,438 | $576.0K | 0.28% | +37+2.6% | Added |
| Lederer & Associates Investment Counsel | 1,434 | $574.0K | 0.38% | +479+50.2% | Added |
| Sanders Morris Harris LLC | 1,400 | $573.0K | 0.11% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,423 | $570.0K | 0.46% | −157−9.9% | Reduced |
| Hellman Jordan Management Co Inc | 1,410 | $565.0K | 1.00% | −36−2.5% | Reduced |
| Magnolia Capital Advisors LLC | 1,410 | $565.0K | 0.25% | +53+3.9% | Added |
| Benin Management CORP | 1,409 | $564.0K | 0.18% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 1,408 | $564.0K | 0.28% | +5+0.4% | Added |
| Cornercap Investment Counsel Inc | 1,407 | $563.0K | 0.06% | −402−22.2% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 1,406 | $563.0K | 0.12% | +16+1.2% | Added |
| RiverGlades Family Offices LLC | 1,400 | $561.0K | 0.43% | −80−5.4% | Reduced |
| Northeast Investment Management | 1,402 | $561.0K | 0.03% | +15+1.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,504 | $560.0K | 0.05% | −1,504−50.0% | Reduced |
| WealthPLAN Partners, LLC | 1,369 | $558.0K | 0.04% | +12+0.9% | Added |
| Modera Wealth Management, LLC | 1,394 | $558.0K | 0.03% | −26−1.8% | Reduced |
| Latitude Advisors, LLC | 1,390 | $557.0K | 0.41% | −60−4.1% | Reduced |
| Investors Asset Management of Georgia Inc | 1,386 | $555.0K | 0.30% | +21+1.5% | Added |
| SFMG, LLC | 1,385 | $555.0K | 0.06% | +47+3.5% | Added |
| Droms Strauss Advisors Inc | 1,446 | $554.0K | 0.26% | −214−12.9% | Reduced |
| Eagle Bay Advisors LLC | 1,371 | $553.0K | 0.44% | +1,371 | New |
| Paragon Capital Management Ltd | 1,365 | $547.0K | 0.26% | +280+25.8% | Added |
| Krane Funds Advisors LLC | 1,364 | $546.0K | 0.02% | +134+10.9% | Added |
| Navellier & Associates Inc | 1,362 | $545.0K | 0.08% | +4+0.3% | Added |
| Adviser Investments LLC | 1,354 | $542.0K | 0.04% | −35−2.5% | Reduced |
| Alhambra Investment Partners LLC | 1,354 | $542.0K | 0.41% | +77+6.0% | Added |
| Birinyi Associates Inc | 1,350 | $541.0K | 0.19% | −200−12.9% | Reduced |
| Samalin Investment Counsel, LLC | 1,351 | $541.0K | 0.35% | −15−1.1% | Reduced |
| ZWJ Investment Counsel Inc | 1,349 | $540.0K | 0.03% | −749−35.7% | Reduced |
| Fortis Advisors, LLC | 1,349 | $540.0K | 0.31% | +569+72.9% | Added |
| Teza Capital Management LLC | 1,348 | $540.0K | 0.09% | +1,348 | New |