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 |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 60,130 | $24.1M | 0.05% | −12,016−16.7% | Reduced |
| Ziegler Capital Management, LLC | 45,597 | $24.0M | 0.80% | −37,417−45.1% | Reduced |
| Shell Asset Management Co | 59,777 | $23.9M | 0.46% | −23,995−28.6% | Reduced |
| Chartwell Investment Partners, LLC | 59,664 | $23.9M | 0.70% | −13,714−18.7% | Reduced |
| Systematic Alpha Investments, LLC | 57,323 | $23.6M | 1.07% | +3,376+6.3% | Added |
| GW Henssler & Associates Ltd | 58,842 | $23.6M | 1.55% | −759−1.3% | Reduced |
| Louisiana State Employees Retirement System | 58,800 | $23.5M | 0.57% | +200+0.3% | Added |
| Farmers & Merchants Investments Inc | 57,867 | $23.2M | 1.04% | −234−0.4% | Reduced |
| Gabelli Funds LLC | 57,800 | $23.1M | 0.15% | −1,000−1.7% | Reduced |
| Penn Davis McFarland Inc | 57,442 | $23.0M | 4.02% | −179−0.3% | Reduced |
| Heritage Wealth Advisors | 57,399 | $23.0M | 1.42% | +5,154+9.9% | Added |
| Boston Private Wealth LLC | 57,120 | $22.9M | 0.29% | +1,802+3.3% | Added |
| Garrison Bradford & Associates Inc | 56,259 | $22.5M | 23.42% | −798−1.4% | Reduced |
| MSD Partners, L.P. | 56,246 | $22.5M | 0.73% | −41,620−42.5% | Reduced |
| Azimuth Capital Management LLC | 55,844 | $22.4M | 0.97% | +1,259+2.3% | Added |
| First Foundation Advisors | 55,504 | $22.2M | 0.86% | +3,137+6.0% | Added |
| Beach Investment Counsel Inc | 55,137 | $22.1M | 1.98% | −15,840−22.3% | Reduced |
| RBF Capital, LLC | 55,000 | $22.0M | 1.23% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 54,970 | $22.0M | 0.55% | −772−1.4% | Reduced |
| Kentucky Retirement Systems | 54,953 | $22.0M | 1.04% | −838−1.5% | Reduced |
| Shufro Rose & Co LLC | 54,671 | $21.9M | 1.65% | −4,334−7.3% | Reduced |
| First National Trust Co | 54,643 | $21.9M | 1.33% | +870+1.6% | Added |
| Cetera Advisor Networks LLC | 53,961 | $21.6M | 0.30% | +21,015+63.8% | Added |
| North Point Portfolio Managers Corp | 53,257 | $21.3M | 2.94% | −229−0.4% | Reduced |
| Pacer Advisors, Inc. | 53,230 | $21.3M | 0.31% | +1,396+2.7% | Added |
| TownSquare Capital, LLC | 51,546 | $21.1M | 0.68% | +838+1.7% | Added |
| Maple Capital Management, Inc. | 51,242 | $21.0M | 2.53% | +3,413+7.1% | Added |
| Cubist Systematic Strategies, LLC | 52,374 | $21.0M | 0.24% | +44,244+544.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 52,158 | $20.9M | 1.25% | +3,800+7.9% | Added |
| Sawgrass Asset Management LLC | 52,117 | $20.9M | 1.80% | −3,841−6.9% | Reduced |
| D'Orazio & Associates, Inc. | 51,374 | $20.6M | 5.31% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 51,354 | $20.6M | 3.51% | 00.0% | Unchanged |
| Marco Investment Management LLC | 51,151 | $20.5M | 2.38% | −236−0.5% | Reduced |
| Palladium Partners LLC | 51,012 | $20.4M | 0.96% | −282−0.5% | Reduced |
| GAM Holding AG | 50,772 | $20.3M | 0.89% | +1,427+2.9% | Added |
| Stack Financial Management, Inc | 50,643 | $20.3M | 1.74% | +219+0.4% | Added |
| Advisors Asset Management, Inc. | 50,281 | $20.1M | 0.29% | −3,095−5.8% | Reduced |
| Old National Bancorp | 50,281 | $20.1M | 0.75% | −201−0.4% | Reduced |
| Callahan Advisors, LLC | 50,159 | $20.1M | 2.55% | −346−0.7% | Reduced |
| Spire Wealth Management | 49,538 | $19.9M | 0.54% | −3,451−6.5% | Reduced |
| Blue Chip Partners, Inc. | 49,507 | $19.8M | 2.83% | +863+1.8% | Added |
| Trust Co of Virginia | 49,644 | $19.8M | 2.16% | −408−0.8% | Reduced |
| Narwhal Capital Management | 49,176 | $19.7M | 2.49% | +170+0.3% | Added |
| Gluskin Sheff & Assoc Inc | 49,136 | $19.7M | 0.91% | +1,970+4.2% | Added |
| Massmutual Trust Co FSB | 48,800 | $19.5M | 0.83% | +1,237+2.6% | Added |
| Moore Capital Management, LP | 48,713 | $19.5M | 0.36% | −6,927−12.4% | Reduced |
| Two Sigma Advisers, LP | 48,400 | $19.4M | 0.05% | +13,700+39.5% | Added |
| Hendershot Investments Inc. | 48,083 | $19.3M | 4.19% | +50.0% | Added |
| Payden & Rygel | 47,900 | $19.2M | 0.91% | +2,000+4.4% | Added |
| Snowden Capital Advisors LLC | 47,361 | $19.0M | 0.95% | +2,422+5.4% | Added |
| QV Investors Inc. | 47,220 | $18.9M | 1.15% | −1,550−3.2% | Reduced |
| ExodusPoint Capital Management, LP | 46,665 | $18.7M | 0.29% | +12,002+34.6% | Added |
| Cetera Investment Advisers | 46,457 | $18.6M | 0.30% | +7,349+18.8% | Added |
| Advisor Partners LLC | 46,004 | $18.4M | 1.21% | +95+0.2% | Added |
| Freestone Capital Holdings, LLC | 45,921 | $18.4M | 0.92% | +1,659+3.7% | Added |
| Squarepoint Ops LLC | 45,891 | $18.4M | 0.13% | +25,617+126.4% | Added |
| O'Shares Investment Advisers, LLC | 45,812 | $18.3M | 1.29% | +1,210+2.7% | Added |
| Novare Capital Management LLC | 45,525 | $18.2M | 2.04% | +1,339+3.0% | Added |
| Foyston, Gordon, & Payne Inc | 45,357 | $18.2M | 4.32% | −1,227−2.6% | Reduced |
| Citizens Financial Group Inc | 45,141 | $18.1M | 0.78% | +1,612+3.7% | Added |
| Oppenheimer & Co Inc | 44,969 | $18.0M | 0.32% | −9,369−17.2% | Reduced |
| Cardinal Capital Management, Inc. | 44,784 | $17.9M | 0.97% | +4,665+11.6% | Added |
| Colonial Trust Advisors | 44,369 | $17.8M | 2.17% | −259−0.6% | Reduced |
| Private Capital Advisors, Inc. | 44,105 | $17.7M | 2.99% | −522−1.2% | Reduced |
| Front Barnett Associates LLC | 44,008 | $17.6M | 1.80% | +850+2.0% | Added |
| Peapack Gladstone Financial Corp | 43,998 | $17.6M | 0.42% | +737+1.7% | Added |
| Dowling & Yahnke LLC | 43,207 | $17.3M | 0.99% | −194−0.4% | Reduced |
| BTR Capital Management Inc | 43,007 | $17.2M | 2.15% | +170+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 42,855 | $17.2M | 0.30% | +10.0% | Added |
| Badgley Phelps & Bell Inc | 42,751 | $17.1M | 0.64% | −12,655−22.8% | Reduced |
| Earnest Partners LLC | 42,502 | $17.0M | 0.10% | −7,999−15.8% | Reduced |
| National Asset Management, Inc. | 42,253 | $16.8M | 0.55% | +4,433+11.7% | Added |
| Hancock Whitney Corp | 41,901 | $16.8M | 0.54% | +754+1.8% | Added |
| Haverford Financial Services, Inc. | 41,810 | $16.7M | 4.09% | −20.0% | Reduced |
| Stillwater Capital Advisors, LLC | 41,758 | $16.7M | 2.77% | −371−0.9% | Reduced |
| Hemenway Trust Co LLC | 41,721 | $16.7M | 1.68% | +1,293+3.2% | Added |
| Kdi Capital Partners LLC | 41,678 | $16.7M | 5.50% | +3,567+9.4% | Added |
| Pinnacle Associates Ltd | 41,613 | $16.7M | 0.30% | −3,631−8.0% | Reduced |
| Abner Herrman & Brock LLC | 41,490 | $16.6M | 2.32% | −2,461−5.6% | Reduced |
| FineMark National Bank & Trust | 41,329 | $16.6M | 0.67% | +303+0.7% | Added |
| Patten & Patten Inc | 41,218 | $16.5M | 1.26% | −1,671−3.9% | Reduced |
| Capital International Sarl | 41,017 | $16.4M | 1.42% | +748+1.9% | Added |
| E. Ohman J:or Asset Management AB | 41,000 | $16.4M | 0.51% | +3,300+8.8% | Added |
| LSV Asset Management | 40,690 | $16.3M | 0.03% | −3,060−7.0% | Reduced |
| NewEdge Wealth, LLC | 40,685 | $16.3M | 1.24% | +2,455+6.4% | Added |
| Torray LLC | 40,476 | $16.2M | 2.38% | −2,940−6.8% | Reduced |
| Calamos Wealth Management LLC | 40,435 | $16.2M | 1.26% | +1,164+3.0% | Added |
| Middleton & Co Inc | 40,062 | $16.0M | 1.74% | −3,294−7.6% | Reduced |
| Hexavest Inc. | 40,007 | $16.0M | 0.79% | −6,031−13.1% | Reduced |
| Osher Van de Voorde Investment Management | 39,840 | $16.0M | 3.90% | +350+0.9% | Added |
| Crossmark Global Holdings, Inc. | 39,753 | $15.9M | 0.37% | −2,389−5.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 39,703 | $15.9M | 1.48% | +670+1.7% | Added |
| Stewart & Patten Co LLC | 39,325 | $15.7M | 2.51% | +142+0.4% | Added |
| Oak Ridge Investments LLC | 39,193 | $15.7M | 1.37% | −674−1.7% | Reduced |
| PEAK6 Investments LLC | 38,863 | $15.6M | 0.42% | +8,906+29.7% | Added |
| Oxbow Advisors, LLC | 38,666 | $15.5M | 1.61% | −925−2.3% | Reduced |
| James Investment Research Inc | 38,475 | $15.4M | 1.32% | +7,080+22.6% | Added |
| Quest Investment Management LLC | 38,470 | $15.4M | 1.39% | −6,123−13.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 38,381 | $15.4M | 0.87% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 38,378 | $15.4M | 0.99% | +785+2.1% | Added |