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 |
|---|---|---|---|---|---|
| Iron Horse Wealth Management, LLC | 1,344 | $538.0K | 0.35% | 00.0% | Unchanged |
| BCK Partners, Inc. | 1,342 | $537.0K | 0.36% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 1,332 | $533.0K | 0.14% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 1,323 | $530.0K | 0.01% | −10−0.8% | Reduced |
| Sunburst Financial Group, LLC | 1,314 | $526.0K | 0.33% | −61−4.4% | Reduced |
| PrairieView Partners, LLC | 1,309 | $524.0K | 0.08% | 00.0% | Unchanged |
| Winfield Associates, Inc. | 1,307 | $523.0K | 0.19% | −71−5.2% | Reduced |
| Armbruster Capital Management, Inc. | 1,300 | $521.0K | 0.15% | 00.0% | Unchanged |
| Vontobel Swiss Wealth Advisors AG | 1,299 | $520.0K | 0.27% | +1,299 | New |
| CVA Family Office, LLC | 1,296 | $519.0K | 0.15% | +376+40.9% | Added |
| Laffer Tengler Investments | 1,296 | $519.0K | 0.19% | +280+27.6% | Added |
| Chelsea Counsel Co | 1,294 | $518.0K | 0.24% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,293 | $518.0K | 0.17% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,292 | $517.0K | 0.45% | +35+2.8% | Added |
| Bank Ozk | 1,285 | $515.0K | 0.23% | −35−2.7% | Reduced |
| Country Trust Bank | 1,279 | $512.0K | 0.02% | −9−0.7% | Reduced |
| Capstone Investment Advisors, LLC | 1,277 | $511.0K | 0.01% | +4+0.3% | Added |
| Aldebaran Financial Inc. | 1,270 | $511.0K | 0.45% | 00.0% | Unchanged |
| White Pine Capital LLC | 1,240 | $511.0K | 0.15% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,276 | $511.0K | 0.08% | +48+3.9% | Added |
| Eidelman Virant Capital | 1,275 | $510.0K | 0.20% | −150−10.5% | Reduced |
| Cabot Wealth Management Inc | 1,273 | $510.0K | 0.07% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,274 | $510.0K | 0.15% | +197+18.3% | Added |
| WealthBridge Capital Management, LLC | 1,272 | $509.0K | 0.19% | −25−1.9% | Reduced |
| Lesa Sroufe & Co | 1,270 | $509.0K | 0.51% | 00.0% | Unchanged |
| Jeereddi Investments, LP | 1,268 | $508.0K | 0.43% | −532−29.6% | Reduced |
| Merit Financial Group, LLC | 1,269 | $508.0K | 0.05% | −43−3.3% | Reduced |
| Baker Ellis Asset Management LLC | 1,269 | $508.0K | 0.10% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 1,270 | $508.0K | 0.25% | +353+38.5% | Added |
| Redwood Investment Management, LLC | 1,267 | $507.0K | 0.08% | −1,428−53.0% | Reduced |
| Lenox Wealth Advisors, LLC | 1,264 | $506.0K | 0.06% | +388+44.3% | Added |
| Summit Place Financial Advisors, LLC | 1,260 | $505.0K | 0.37% | 00.0% | Unchanged |
| Pacific Edge Advisors, LLC | 1,260 | $505.0K | 0.26% | +38+3.1% | Added |
| Univest Financial Corp | 1,261 | $505.0K | 0.14% | +213+20.3% | Added |
| LBMC Investment Advisors, LLC | 1,255 | $503.0K | 0.05% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 1,257 | $503.0K | 0.55% | +37+3.0% | Added |
| Symphony Financial, Ltd. Co. | 1,251 | $500.0K | 0.17% | −1,607−56.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,245 | $499.0K | 0.21% | +200+19.1% | Added |
| Crescent Grove Advisors, LLC | 1,245 | $499.0K | 0.05% | +1,245 | New |
| Strategic Blueprint, LLC | 1,247 | $499.0K | 0.08% | +1,247 | New |
| Leonteq Securities AG | 1,243 | $497.7K | 0.04% | −2,920−70.1% | Reduced |
| Sandbox Financial Partners, LLC | 1,227 | $492.0K | 0.37% | −42−3.3% | Reduced |
| Quantitative Value Technologies, LLC | 1,229 | $492.0K | 0.81% | +200+19.4% | Added |
| MV Capital Management, Inc. | 1,226 | $491.0K | 0.08% | +117+10.6% | Added |
| Cornerstone Wealth Management, LLC | 1,224 | $490.0K | 0.05% | −30−2.4% | Reduced |
| Security National Trust Co | 1,221 | $489.0K | 0.11% | +11+0.9% | Added |
| Peoples Bank | 1,220 | $489.0K | 0.26% | +244+25.0% | Added |
| Curi Capital | 1,220 | $488.0K | 0.24% | +1+0.1% | Added |
| Baldwin Brothers Inc | 1,216 | $487.0K | 0.05% | +30+2.5% | Added |
| ICW Investment Advisors LLC | 1,217 | $487.0K | 0.32% | +33+2.8% | Added |
| 55I, LLC | 1,212 | $485.0K | 0.02% | +401+49.4% | Added |
| Americana Partners, LLC | 1,330 | $483.0K | 0.25% | +424+46.8% | Added |
| Family Management Corp | 1,204 | $482.0K | 0.13% | +544+82.4% | Added |
| New England Asset Management Inc | 1,200 | $481.0K | 0.01% | 00.0% | Unchanged |
| Saturna Capital CORP | 1,200 | $481.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,198 | $480.0K | 0.08% | +29+2.5% | Added |
| Hoylecohen, LLC | 1,198 | $480.0K | 0.05% | +49+4.3% | Added |
| BCJ Capital Management, LLC | 1,199 | $480.0K | 0.05% | +337+39.1% | Added |
| Penobscot Wealth Management | 1,197 | $479.0K | 0.46% | +1,197 | New |
| Aveo Capital Partners, LLC | 1,194 | $478.0K | 0.11% | +48+4.2% | Added |
| TCG Advisory Services, LLC | 1,190 | $476.0K | 0.13% | −114−8.7% | Reduced |
| Towerpoint Wealth, LLC | 1,189 | $476.0K | 0.24% | +47+4.1% | Added |
| Fort Point Capital Partners LLC | 1,186 | $475.0K | 0.09% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 1,188 | $475.0K | 0.26% | +24+2.1% | Added |
| Asset Management Group, Inc. | 1,183 | $474.0K | 0.10% | +4+0.3% | Added |
| Golden State Equity Partners | 1,182 | $473.0K | 0.18% | +142+13.7% | Added |
| Telos Capital Management, Inc. | 1,175 | $471.0K | 0.06% | 00.0% | Unchanged |
| Old Port Advisors | 1,136 | $471.0K | 0.17% | −10−0.9% | Reduced |
| WMS Partners, LLC | 1,175 | $471.0K | 0.07% | +36+3.2% | Added |
| Alliance Wealth Advisors, LLC | 1,171 | $469.0K | 0.42% | +27+2.4% | Added |
| ACG Wealth | 1,163 | $466.0K | 0.06% | −173−12.9% | Reduced |
| First National Bank of South Miami | 1,164 | $466.0K | 0.32% | +70+6.4% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,160 | $465.0K | 0.09% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,156 | $463.0K | 0.00% | +319+38.1% | Added |
| Element Pointe Advisors, LLC | 1,115 | $462.0K | 0.14% | −114−9.3% | Reduced |
| Stephenson National Bank & Trust | 1,146 | $459.0K | 0.30% | +251+28.0% | Added |
| Dillon & Associates Inc | 1,144 | $458.0K | 0.09% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 1,140 | $457.0K | 0.00% | −741−39.4% | Reduced |
| Gables Capital Management Inc. | 1,140 | $457.0K | 0.31% | 00.0% | Unchanged |
| BCS Wealth Management | 1,142 | $457.0K | 0.24% | +10+0.9% | Added |
| Kessler Investment Group, LLC | 1,142 | $457.0K | 0.36% | +910+392.2% | Added |
| Wexford Capital LP | 1,139 | $456.0K | 0.07% | +1,139 | New |
| Inspire Advisors, LLC | 1,132 | $453.0K | 0.15% | −1,290−53.3% | Reduced |
| MEMBERS Trust Co | 1,129 | $452.0K | 0.01% | +110+10.8% | Added |
| Hemington Wealth Management | 1,126 | $451.0K | 0.19% | −12−1.1% | Reduced |
| First Citizens Financial Corp | 1,123 | $450.0K | 0.34% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,122 | $449.0K | 0.17% | −514−31.4% | Reduced |
| Wedgewood Investors Inc | 1,120 | $449.0K | 0.57% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,203 | $448.0K | 0.27% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,120 | $448.0K | 0.09% | +1,120 | New |
| Fiduciary Planning LLC | 1,117 | $447.0K | 0.39% | +1,117 | New |
| Exane Derivatives | 1,064 | $445.3K | 0.10% | +1,058+17,633.3% | Added |
| Vista Wealth Management Group, LLC | 1,111 | $445.0K | 0.10% | +116+11.7% | Added |
| West Paces Advisors Inc. | 1,110 | $444.5K | 0.16% | −8−0.7% | Reduced |
| AllSquare Wealth Management LLC | 1,108 | $444.0K | 0.26% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 1,104 | $442.0K | 0.03% | −294−21.0% | Reduced |
| Howland Capital Management LLC | 1,104 | $442.0K | 0.02% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,101 | $441.0K | 0.21% | −357−24.5% | Reduced |
| Patriot Investment Management Inc. | 1,102 | $441.0K | 0.04% | +105+10.5% | Added |
| Grace Capital | 1,100 | $440.0K | 0.29% | 00.0% | Unchanged |