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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 1,099 | $440.0K | 0.06% | +1,099 | New |
| Dimension Capital Management LLC | 1,094 | $438.0K | 0.10% | −275−20.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,090 | $436.0K | 0.03% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,089 | $436.0K | 0.20% | +2+0.2% | Added |
| Full Sail Capital, LLC | 1,085 | $434.0K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,078 | $432.0K | 0.05% | +33+3.2% | Added |
| Corbett Road Capital Management, LLC | 1,076 | $431.0K | 0.76% | −139−11.4% | Reduced |
| Jacobi Capital Management LLC | 1,077 | $431.0K | 0.06% | −86−7.4% | Reduced |
| Kingfisher Capital LLC | 1,077 | $431.0K | 0.11% | −2−0.2% | Reduced |
| Sageworth Trust Co | 1,073 | $430.0K | 0.03% | +1,073 | New |
| Invst, LLC | 1,021 | $429.0K | 0.07% | +1+0.1% | Added |
| Intercontinental Wealth Advisors, LLC | 1,072 | $429.0K | 0.08% | +401+59.8% | Added |
| New Jersey Better Educational Savings Trust | 1,063 | $426.0K | 0.85% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,061 | $425.0K | 0.22% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,057 | $423.0K | 0.19% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,053 | $422.0K | 0.37% | −50−4.5% | Reduced |
| Creative Financial Designs Inc | 1,055 | $422.0K | 0.07% | +3+0.3% | Added |
| Unigestion Holding SA | 1,058 | $421.0K | 0.02% | −720−40.5% | Reduced |
| Clarus Wealth Advisors | 1,013 | $421.0K | 0.26% | +425+72.3% | Added |
| Fairview Capital Investment Management, LLC | 1,050 | $420.0K | 0.03% | 00.0% | Unchanged |
| Woodstock Corp | 1,045 | $418.0K | 0.05% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,041 | $417.0K | 0.15% | +31+3.1% | Added |
| Financial Consulate Inc. | 1,041 | $417.0K | 0.15% | +1,041 | New |
| Staley Capital Advisers Inc | 1,039 | $416.0K | 0.02% | 00.0% | Unchanged |
| Harbor Financial Services, LLC | 1,039 | $416.0K | 0.18% | +10+1.0% | Added |
| Bangor Savings Bank | 1,037 | $415.0K | 0.05% | −18−1.7% | Reduced |
| Stillwater Investment Management, LLC | 1,032 | $413.0K | 0.11% | +3+0.3% | Added |
| KG&L Capital Management,LLC | 1,028 | $412.0K | 0.19% | −54−5.0% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 1,024 | $410.0K | 0.12% | 00.0% | Unchanged |
| Clarus Group, Inc. | 988 | $407.0K | 0.30% | +1+0.1% | Added |
| Allegheny Financial Group LTD | 1,017 | $407.0K | 0.18% | +1,017 | New |
| Strategic Family Wealth Counselors, L.L.C. | 1,010 | $405.0K | 0.13% | +2+0.2% | Added |
| Holistic Financial Partners | 1,011 | $405.0K | 0.24% | +22+2.2% | Added |
| Winthrop Advisory Group LLC | 1,009 | $404.0K | 0.09% | −254−20.1% | Reduced |
| Lafayette Investments, Inc. | 1,010 | $404.0K | 0.11% | +1,010 | New |
| First Financial Corp | 1,004 | $402.0K | 0.27% | −82−7.6% | Reduced |
| Wharton Business Group, LLC | 1,004 | $402.0K | 0.03% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,004 | $402.0K | 0.05% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 1,003 | $402.0K | 0.09% | +400+66.3% | Added |
| AtlasMark Financial, Inc | 1,000 | $400.4K | 0.52% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 1,000 | $400.0K | 0.15% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,000 | $400.0K | 0.09% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 1,000 | $400.0K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,000 | $400.0K | 0.05% | +138+16.0% | Added |
| DCM Advisors, LLC | 996 | $399.0K | 0.23% | +33+3.4% | Added |
| Veracity Capital LLC | 983 | $394.0K | 0.09% | −100−9.2% | Reduced |
| First Command Bank | 983 | $394.0K | 0.04% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 983 | $394.0K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 984 | $394.0K | 0.14% | +88+9.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 986 | $394.0K | 0.04% | +289+41.5% | Added |
| Insight Folios Inc | 983 | $394.0K | 0.23% | +983 | New |
| DSC Advisors, L.P. | 982 | $393.0K | 0.38% | −467−32.2% | Reduced |
| First American Trust, FSB | 981 | $393.0K | 0.06% | −1−0.1% | Reduced |
| Waddell & Associates, LLC | 982 | $393.0K | 0.07% | +982 | New |
| Buckhead Capital Management LLC | 979 | $392.0K | 0.09% | −355−26.6% | Reduced |
| Gould Asset Management LLC | 978 | $392.0K | 0.11% | +120+14.0% | Added |
| Aviance Capital Partners, LLC | 970 | $389.0K | 0.07% | +88+10.0% | Added |
| Mosaic Family Wealth, LLC | 969 | $388.0K | 0.11% | −17−1.7% | Reduced |
| Citizens & Northern Corp | 961 | $385.0K | 0.14% | −24−2.4% | Reduced |
| Red Wave Investments LLC | 958 | $384.0K | 0.14% | +16+1.7% | Added |
| HFR Wealth Management, LLC | 960 | $384.0K | 0.12% | +960 | New |
| SOA Wealth Advisors, LLC. | 958 | $383.0K | 0.10% | −54−5.3% | Reduced |
| Smith Anglin Financial, LLC | 956 | $383.0K | 0.07% | +4+0.4% | Added |
| Fortress Wealth Group, LLC | 956 | $383.0K | 0.34% | +956 | New |
| Center for Financial Planning, Inc. | 953 | $382.0K | 0.09% | −146−13.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 955 | $382.0K | 0.15% | −7−0.7% | Reduced |
| Everhart Financial Group, Inc. | 951 | $381.0K | 0.26% | +951 | New |
| Private Asset Management Inc | 945 | $379.0K | 0.05% | −175−15.6% | Reduced |
| First National Bank of Hutchinson | 948 | $379.0K | 0.20% | −63−6.2% | Reduced |
| Crestwood Advisors Group LLC | 947 | $379.0K | 0.01% | −17−1.8% | Reduced |
| Signet Financial Management, LLC | 947 | $379.0K | 0.13% | +203+27.3% | Added |
| First United Bank Trust | 944 | $378.0K | 0.16% | −19−2.0% | Reduced |
| Van Strum & Towne Inc. | 945 | $378.0K | 0.18% | 00.0% | Unchanged |
| Hayden Royal, LLC | 943 | $378.0K | 0.21% | +200+26.9% | Added |
| Brooks, Moore & Associates, Inc. | 937 | $375.0K | 0.24% | 00.0% | Unchanged |
| Rathbone Brothers plc | 931 | $373.0K | 0.00% | −60−6.1% | Reduced |
| Requisite Capital Management, LLC | 930 | $372.0K | 0.06% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 917 | $367.0K | 0.05% | +917 | New |
| Aufman Associates Inc | 918 | $367.0K | 0.28% | +918 | New |
| 360 Financial, Inc. | 915 | $366.0K | 0.19% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 909 | $364.0K | 0.18% | −4−0.4% | Reduced |
| Stockman Wealth Management, Inc. | 906 | $363.0K | 0.09% | −120−11.7% | Reduced |
| Austin Private Wealth, LLC | 907 | $363.0K | 0.08% | −95−9.5% | Reduced |
| Philadelphia Trust Co | 906 | $363.0K | 0.03% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 895 | $362.4K | 0.20% | −1−0.1% | Reduced |
| Principal Street Partners, LLC | 904 | $362.0K | 0.10% | +904 | New |
| Clear Creek Financial Management, LLC | 902 | $361.0K | 0.06% | +902 | New |
| Vigilare Wealth Management | 900 | $360.0K | 0.22% | −75−7.7% | Reduced |
| Sonata Capital Group Inc | 898 | $360.0K | 0.16% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 899 | $360.0K | 0.05% | +13+1.5% | Added |
| Lake Street Financial LLC | 889 | $360.0K | 0.09% | +250+39.1% | Added |
| Roman Butler Fullerton & Co | 896 | $359.0K | 0.17% | +3+0.3% | Added |
| Farmers Trust Co | 897 | $359.0K | 0.08% | −27−2.9% | Reduced |
| Running Oak Capital LLC | 895 | $358.0K | 0.20% | −14,712−94.3% | Reduced |
| Guyasuta Investment Advisors Inc | 895 | $358.0K | 0.03% | −25−2.7% | Reduced |
| Linscomb & Williams, Inc. | 892 | $357.0K | 0.02% | −106−10.6% | Reduced |
| Argus Investors' Counsel, Inc. | 886 | $355.0K | 0.14% | +886 | New |
| Capital Investment Services of America, Inc. | 885 | $354.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 881 | $353.0K | 0.10% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 882 | $353.0K | 0.23% | +124+16.4% | Added |