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 |
|---|---|---|---|---|---|
| JLB & Associates Inc | 38,285 | $15.3M | 2.39% | +466+1.2% | Added |
| Hyperion Capital Advisors LP | 38,181 | $15.3M | 4.36% | +8,025+26.6% | Added |
| CCM Investment Advisers LLC | 37,542 | $15.0M | 1.92% | −338−0.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 37,267 | $14.9M | 0.60% | +563+1.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 36,744 | $14.7M | 0.04% | +1,319+3.7% | Added |
| Advisory Research Inc | 36,737 | $14.7M | 0.97% | −83−0.2% | Reduced |
| Palisade Asset Management, LLC | 36,532 | $14.6M | 1.72% | −345−0.9% | Reduced |
| Albion Financial Group | 36,348 | $14.6M | 1.26% | +36,348 | New |
| Bragg Financial Advisors, Inc | 36,317 | $14.5M | 0.93% | −102−0.3% | Reduced |
| Bell Asset Management Ltd | 36,302 | $14.5M | 2.84% | −12,754−26.0% | Reduced |
| Chesley Taft & Associates LLC | 36,220 | $14.5M | 0.83% | −120.0% | Reduced |
| AdvisorNet Financial, Inc | 36,084 | $14.4M | 0.96% | +12,369+52.2% | Added |
| SeaTown Holdings Pte. Ltd. | 36,000 | $14.4M | 0.70% | +22,000+157.1% | Added |
| Washington Trust Bank | 35,763 | $14.3M | 1.70% | −770−2.1% | Reduced |
| Weiss Asset Management LP | 35,722 | $14.3M | 0.40% | +35,722 | New |
| Makena Capital Management LLC | 35,375 | $14.2M | 2.09% | +1,986+5.9% | Added |
| Violich Capital Management, Inc. | 35,325 | $14.1M | 2.37% | −830−2.3% | Reduced |
| YHB Investment Advisors, Inc. | 34,957 | $14.0M | 1.19% | −433−1.2% | Reduced |
| First American Bank | 34,886 | $14.0M | 0.81% | +4,111+13.4% | Added |
| Stewart Asset Management, LLC | 34,807 | $13.9M | 7.20% | +2,769+8.6% | Added |
| Neville Rodie & Shaw Inc | 34,801 | $13.9M | 1.07% | −24−0.1% | Reduced |
| Cypress Capital Management LLC | 34,775 | $13.9M | 1.84% | +185+0.5% | Added |
| AltraVue Capital, LLC | 34,690 | $13.9M | 2.46% | +8,360+31.8% | Added |
| Diversified Trust Co | 34,583 | $13.8M | 0.50% | −373−1.1% | Reduced |
| Siemens Fonds Invest GmbH | 34,482 | $13.8M | 1.64% | −2,494−6.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 32,380 | $13.6M | 0.52% | −800−2.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 33,994 | $13.6M | 1.30% | −150.0% | Reduced |
| Lockheed Martin Investment Management Co | 33,937 | $13.6M | 0.71% | −9,650−22.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 33,838 | $13.6M | 0.56% | +462+1.4% | Added |
| Veritable, L.P. | 33,821 | $13.5M | 0.22% | +249+0.7% | Added |
| Smith Asset Management Group LP | 33,769 | $13.5M | 0.66% | +195+0.6% | Added |
| Quantitative Investment Management, LLC | 33,685 | $13.5M | 1.22% | +8,552+34.0% | Added |
| HighTower Trust Services, LTA | 33,373 | $13.4M | 1.63% | +22+0.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,074 | $13.2M | 0.24% | +2,497+8.2% | Added |
| Twin Capital Management Inc | 32,973 | $13.2M | 1.22% | +4,932+17.6% | Added |
| Wallington Asset Management, LLC | 32,866 | $13.2M | 2.26% | +88+0.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 32,818 | $13.1M | 7.04% | −557−1.7% | Reduced |
| Aptus Capital Advisors, LLC | 32,726 | $13.1M | 0.60% | +3,318+11.3% | Added |
| Allstate Corp | 32,725 | $13.1M | 0.44% | −1,735−5.0% | Reduced |
| D.A. Davidson & Co. | 32,720 | $13.1M | 0.15% | −116−0.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 32,689 | $13.1M | 1.18% | +552+1.7% | Added |
| Harbor Investment Advisory, LLC | 32,602 | $13.1M | 1.77% | +117+0.4% | Added |
| Bank of the West | 32,545 | $13.0M | 1.33% | −5,992−15.5% | Reduced |
| Addenda Capital Inc. | 32,540 | $13.0M | 0.61% | +1,816+5.9% | Added |
| TD Private Client Wealth LLC | 32,512 | $13.0M | 0.56% | +6,289+24.0% | Added |
| Fidelity National Financial, Inc. | 32,440 | $13.0M | 0.94% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 32,380 | $13.0M | 0.92% | +389+1.2% | Added |
| Nicola Wealth Management Ltd. | 32,000 | $12.8M | 1.31% | −2,000−5.9% | Reduced |
| Paloma Partners Management Co | 31,841 | $12.8M | 0.34% | +6,003+23.2% | Added |
| Comerica Securities,inc. | 31,722 | $12.7M | 0.96% | −1,705−5.1% | Reduced |
| Andra AP-fonden | 31,700 | $12.7M | 0.26% | −1,100−3.4% | Reduced |
| EP Wealth Advisors, LLC | 31,572 | $12.6M | 0.35% | −2,243−6.6% | Reduced |
| Atlantic Union Bankshares Corp | 31,554 | $12.6M | 1.22% | −967−3.0% | Reduced |
| Amica Mutual Insurance Co | 31,490 | $12.6M | 1.33% | 00.0% | Unchanged |
| Arbor Wealth Management, LLC | 31,461 | $12.6M | 3.11% | −482−1.5% | Reduced |
| Venturi Wealth Management, LLC | 31,309 | $12.5M | 1.12% | +33+0.1% | Added |
| GWM Advisors LLC | 31,240 | $12.5M | 0.33% | +2,397+8.3% | Added |
| Value Partners Investments Inc. | 31,230 | $12.5M | 1.02% | −1,940−5.8% | Reduced |
| Transform Wealth, LLC | 31,158 | $12.5M | 1.52% | +13,118+72.7% | Added |
| Vident Investment Advisory, LLC | 30,703 | $12.3M | 0.37% | +2,764+9.9% | Added |
| Alpha Cubed Investments, LLC | 30,603 | $12.3M | 0.89% | −1,238−3.9% | Reduced |
| RiverFront Investment Group, LLC | 30,602 | $12.3M | 0.25% | +500+1.7% | Added |
| Pittenger & Anderson Inc | 30,437 | $12.2M | 0.62% | +58+0.2% | Added |
| Adell Harriman & Carpenter Inc | 30,435 | $12.2M | 1.28% | +316+1.0% | Added |
| Cullinan Associates Inc | 30,247 | $12.1M | 0.68% | −4,660−13.3% | Reduced |
| Appleton Partners Inc | 30,216 | $12.1M | 1.03% | −2,224−6.9% | Reduced |
| AlphaCrest Capital Management LLC | 30,150 | $12.1M | 0.52% | +29,098+2,766.0% | Added |
| Ieq Capital, LLC | 30,079 | $12.0M | 0.35% | +10,316+52.2% | Added |
| Premier Asset Management LLC | 30,046 | $12.0M | 1.78% | +5,066+20.3% | Added |
| PointState Capital LP | 30,000 | $12.0M | 0.28% | −317,545−91.4% | Reduced |
| Tamarack Advisers, LP | 30,000 | $12.0M | 3.44% | +20,000+200.0% | Added |
| Gradient Investments LLC | 29,914 | $12.0M | 0.35% | −197−0.7% | Reduced |
| Carlson Capital Management | 29,827 | $11.9M | 1.68% | +24+0.1% | Added |
| Barrett Asset Management, LLC | 29,710 | $11.9M | 0.55% | +1,019+3.6% | Added |
| Horizon Investments, LLC | 29,706 | $11.9M | 0.36% | +14,953+101.4% | Added |
| Northern Oak Wealth Management Inc | 29,606 | $11.9M | 1.43% | −1,073−3.5% | Reduced |
| Buckingham Capital Management, Inc. | 29,607 | $11.9M | 1.92% | −178−0.6% | Reduced |
| Pioneer Trust Bank N A | 29,583 | $11.8M | 3.37% | −3,327−10.1% | Reduced |
| Cigna Investments Inc | 29,557 | $11.8M | 0.85% | −4,535−13.3% | Reduced |
| German American Bancorp, Inc. | 29,312 | $11.7M | 1.85% | +1,491+5.4% | Added |
| Edgestream Partners, L.P. | 29,061 | $11.6M | 0.69% | +9,782+50.7% | Added |
| Clough Capital Partners L P | 28,990 | $11.6M | 0.65% | −35,610−55.1% | Reduced |
| Granite Investment Advisors, LLC | 28,890 | $11.6M | 1.81% | −16−0.1% | Reduced |
| Bridgecreek Investment Management, LLC | 28,840 | $11.5M | 1.68% | −3,350−10.4% | Reduced |
| Sectoral Asset Management Inc | 28,800 | $11.5M | 0.93% | +5,150+21.8% | Added |
| Picton Mahoney Asset Management | 28,675 | $11.5M | 0.42% | +995+3.6% | Added |
| Ameritas Investment Partners, Inc. | 28,576 | $11.4M | 0.41% | −610−2.1% | Reduced |
| Girard Partners Ltd. | 28,533 | $11.4M | 1.47% | −3,560−11.1% | Reduced |
| RiverPark Advisors, LLC | 28,422 | $11.4M | 1.45% | 00.0% | Unchanged |
| Logan Capital Management Inc | 28,418 | $11.4M | 0.53% | +828+3.0% | Added |
| Howe & Rusling Inc | 28,363 | $11.4M | 1.43% | +330+1.2% | Added |
| Leuthold Group, LLC | 28,341 | $11.3M | 1.39% | −492−1.7% | Reduced |
| Conning Inc. | 28,339 | $11.3M | 0.33% | −2,883−9.2% | Reduced |
| Schmidt P J Investment Management Inc | 27,071 | $11.3M | 2.26% | +74+0.3% | Added |
| Bamco Inc | 27,985 | $11.2M | 0.03% | +4,199+17.7% | Added |
| King Wealth | 27,980 | $11.2M | 2.29% | +292+1.1% | Added |
| Madison Asset Management, LLC | 27,970 | $11.2M | 0.15% | +1,516+5.7% | Added |
| Marks Group Wealth Management, Inc | 27,738 | $11.1M | 1.53% | −621−2.2% | Reduced |
| Park Avenue Securities LLC | 27,593 | $11.0M | 0.23% | +1,627+6.3% | Added |
| Illinois Municipal Retirement Fund | 27,545 | $11.0M | 0.45% | 00.0% | Unchanged |