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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Nan Shan Life Insurance Co., Ltd. | 92,598 | $37.1M | 0.63% | −53,852−36.8% | Reduced |
| Petrus Trust Company, LTA | 91,425 | $36.6M | 3.87% | −7,400−7.5% | Reduced |
| Van Eck Associates Corp | 91,304 | $36.6M | 0.09% | +12,294+15.6% | Added |
| Credential Qtrade Securities Inc. | 90,690 | $36.3M | 2.86% | +7,466+9.0% | Added |
| Campbell Newman Asset Management Inc | 90,511 | $36.2M | 3.55% | −290−0.3% | Reduced |
| Commerzbank Aktiengesellschaft | 89,316 | $35.8M | 2.28% | +2,772+3.2% | Added |
| Tower Research Capital LLC (TRC) | 88,367 | $35.4M | 0.92% | −49,148−35.7% | Reduced |
| Prudential PLC | 87,872 | $35.2M | 0.33% | −229,617−72.3% | Reduced |
| Vigilant Capital Management, LLC | 87,777 | $35.1M | 2.84% | −605−0.7% | Reduced |
| Aureus Asset Management, LLC | 87,321 | $35.0M | 2.25% | +2,338+2.8% | Added |
| Auxier Asset Management | 86,991 | $34.8M | 5.77% | −823−0.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 85,677 | $34.3M | 3.14% | −2,814−3.2% | Reduced |
| Cookson Peirce & Co Inc | 85,585 | $34.3M | 2.13% | +6,699+8.5% | Added |
| Moody National Bank Trust Division | 85,421 | $34.2M | 0.70% | −116−0.1% | Reduced |
| BP PLC | 85,091 | $34.1M | 1.46% | −29,396−25.7% | Reduced |
| Xponance, Inc. | 84,494 | $33.8M | 0.62% | −71,970−46.0% | Reduced |
| Banco Santander, S.A. | 84,305 | $33.8M | 0.19% | +1,250+1.5% | Added |
| People's United Financial, Inc. | 84,157 | $33.7M | 0.75% | +779+0.9% | Added |
| Pinnacle Financial Partners Inc | 84,084 | $33.7M | 1.36% | +2,966+3.7% | Added |
| Pinnacle Wealth Advisors | 84,084 | $33.7M | 1.36% | +84,084 | New |
| Cornerstone Advisors, LLC | 84,000 | $33.6M | 1.99% | +84,000 | New |
| Pinebridge Investments, L.P. | 83,943 | $33.6M | 0.39% | +9,104+12.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 83,870 | $33.6M | 0.42% | −929−1.1% | Reduced |
| MML Investors Services, LLC | 83,847 | $33.6M | 0.28% | +6,301+8.1% | Added |
| Eagle Ridge Investment Management | 83,726 | $33.5M | 3.89% | −1,054−1.2% | Reduced |
| Northwest & Ethical Investments L.P. | 83,297 | $33.4M | 1.08% | +15,109+22.2% | Added |
| Captrust Financial Advisors | 82,922 | $33.2M | 0.31% | +16,590+25.0% | Added |
| Samlyn Capital, LLC | 82,850 | $33.2M | 0.51% | +82,850 | New |
| American National Insurance Co | 82,375 | $33.0M | 1.23% | −115−0.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 81,919 | $32.8M | 0.76% | +37,320+83.7% | Added |
| Ancora Advisors, LLC | 81,505 | $32.6M | 0.86% | −1,838−2.2% | Reduced |
| Securian Asset Management, Inc | 81,208 | $32.5M | 0.66% | −696−0.8% | Reduced |
| QS Investors, LLC | 81,131 | $32.5M | 0.38% | −4,223−4.9% | Reduced |
| Blue Pool Management Ltd. | 81,134 | $32.5M | 2.71% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 80,933 | $32.4M | 1.21% | −1,524−1.8% | Reduced |
| Stephens Inc | 80,702 | $32.3M | 0.48% | +6,804+9.2% | Added |
| Penserra Capital Management LLC | 80,655 | $32.3M | 0.59% | +21,966+37.4% | Added |
| Central Trust Co | 80,095 | $32.1M | 1.16% | −224−0.3% | Reduced |
| River Road Asset Management, LLC | 79,895 | $32.0M | 0.34% | +69,268+651.8% | Added |
| Renaissance Group LLC | 79,351 | $31.8M | 1.33% | −6,365−7.4% | Reduced |
| Sit Investment Associates Inc | 78,471 | $31.4M | 0.78% | −4,408−5.3% | Reduced |
| Act Two Investors LLC | 77,386 | $31.0M | 6.06% | +77,386 | New |
| Achmea Investment Management B.V. | 77,365 | $31.0M | 1.06% | −1,686−2.1% | Reduced |
| Whittier Trust Co | 76,995 | $30.8M | 0.55% | +1,543+2.0% | Added |
| Chilton Capital Management LLC | 76,124 | $30.5M | 1.77% | +299+0.4% | Added |
| Capital Advisors Inc | 75,653 | $30.3M | 0.91% | +5,194+7.4% | Added |
| Pictet North America Advisors SA | 75,180 | $30.1M | 3.11% | +1,266+1.7% | Added |
| DuPont Capital Management Corp | 74,860 | $30.0M | 0.71% | +3,412+4.8% | Added |
| Flputnam Investment Management Co | 74,150 | $29.7M | 1.02% | −696−0.9% | Reduced |
| Robeco Schweiz AG | 73,227 | $29.3M | 0.41% | −10,449−12.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 73,121 | $29.3M | 0.37% | +26,114+55.6% | Added |
| Maryland State Retirement & Pension System | 71,283 | $29.2M | 0.96% | −1,237−1.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 72,873 | $29.2M | 1.48% | +22,072+43.4% | Added |
| Raub Brock Capital Management LP | 72,804 | $29.2M | 5.02% | −2,649−3.5% | Reduced |
| Synovus Financial Corp | 72,471 | $29.0M | 0.29% | −350.0% | Reduced |
| Bailard, Inc. | 71,863 | $28.8M | 0.99% | −1,031−1.4% | Reduced |
| Cumberland Partners Ltd | 71,609 | $28.7M | 2.25% | −2,231−3.0% | Reduced |
| Hantz Financial Services, Inc. | 71,544 | $28.6M | 1.05% | +3,041+4.4% | Added |
| SP Asset Management | 68,868 | $28.6M | 3.14% | +947+1.4% | Added |
| Varma Mutual Pension Insurance Co | 70,894 | $28.4M | 0.42% | −5,000−6.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 70,807 | $28.4M | 2.43% | +431+0.6% | Added |
| Eastern Bank | 70,173 | $28.1M | 1.38% | +676+1.0% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 70,023 | $28.0M | 0.42% | −286−0.4% | Reduced |
| MUFG Americas Holdings Corp | 69,533 | $27.8M | 0.51% | +739+1.1% | Added |
| Tdam USA Inc. | 67,275 | $27.7M | 1.71% | +4,532+7.2% | Added |
| Heritage Investors Management Corp | 69,033 | $27.6M | 1.16% | −1,924−2.7% | Reduced |
| Braun Stacey Associates Inc | 68,608 | $27.5M | 1.07% | −511−0.7% | Reduced |
| Ashfield Capital Partners, LLC | 67,883 | $27.2M | 1.94% | −184−0.3% | Reduced |
| Fiduciary Trust Co | 67,761 | $27.1M | 0.53% | −902−1.3% | Reduced |
| Cinctive Capital Management LP | 67,713 | $27.1M | 1.48% | +38,610+132.7% | Added |
| PFS Investments Inc. | 65,653 | $27.1M | 0.62% | +7,281+12.5% | Added |
| RMB Capital Management, LLC | 67,405 | $27.0M | 0.90% | +4,916+7.9% | Added |
| Smith Chas P & Associates Pa Cpas | 67,248 | $26.9M | 2.10% | +2,009+3.1% | Added |
| TPI Fund Managers Ltd | 67,248 | $26.9M | 3.71% | +2,682+4.2% | Added |
| Burney Co | 66,818 | $26.8M | 1.24% | −1,875−2.7% | Reduced |
| Raymond James Trust N.A. | 66,569 | $26.7M | 0.89% | −186−0.3% | Reduced |
| Elo Mutual Pension Insurance Co | 66,336 | $26.6M | 0.88% | −2,115−3.1% | Reduced |
| Locust Wood Capital Advisers, LLC | 66,100 | $26.5M | 1.68% | +1,101+1.7% | Added |
| Susquehanna Fundamental Investments, LLC | 65,875 | $26.4M | 0.48% | −13,067−16.6% | Reduced |
| Lido Advisors, LLC | 65,763 | $26.3M | 0.64% | +2,721+4.3% | Added |
| Private Advisor Group, LLC | 65,764 | $26.3M | 0.23% | +18,430+38.9% | Added |
| Community Trust & Investment Co | 65,748 | $26.3M | 2.41% | −9,634−12.8% | Reduced |
| Roosevelt Investment Group LLC | 65,740 | $26.3M | 1.59% | +196+0.3% | Added |
| Columbus Hill Capital Management, L.P. | 65,648 | $26.3M | 3.34% | +3,848+6.2% | Added |
| Cerity Partners LLC | 65,527 | $26.2M | 0.57% | −8,792−11.8% | Reduced |
| Bowie Capital Management, LLC | 65,200 | $26.1M | 3.44% | −800−1.2% | Reduced |
| Associated Banc-Corp | 65,178 | $26.1M | 1.03% | −4,658−6.7% | Reduced |
| NFJ Investment Group, LLC | 65,075 | $26.1M | 0.49% | −4,297−6.2% | Reduced |
| Davis R M Inc | 65,062 | $26.1M | 0.65% | −240−0.4% | Reduced |
| Coronation Fund Managers Ltd. | 65,060 | $26.1M | 0.81% | +6,153+10.4% | Added |
| Regentatlantic Capital LLC | 65,040 | $26.0M | 0.80% | +2,194+3.5% | Added |
| Wealthfront Advisers LLC | 64,462 | $25.8M | 0.12% | +999+1.6% | Added |
| Galvin, Gaustad & Stein, LLC | 63,420 | $25.4M | 2.42% | +409+0.6% | Added |
| New Mexico Educational Retirement Board | 63,020 | $25.2M | 0.87% | +3,200+5.3% | Added |
| Atria Investments LLC | 62,878 | $25.2M | 0.49% | +2,162+3.6% | Added |
| AE Wealth Management LLC | 62,595 | $25.1M | 0.22% | −1,620−2.5% | Reduced |
| Sabal Trust CO | 62,228 | $24.9M | 1.80% | +323+0.5% | Added |
| Polar Capital Holdings Plc | 62,197 | $24.9M | 0.14% | −78,478−55.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 60,748 | $24.3M | 0.34% | +2,529+4.3% | Added |
| Rockland Trust Co | 60,363 | $24.2M | 1.67% | +2,289+3.9% | Added |