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 |
|---|---|---|---|---|---|
| Kornitzer Capital Management Inc | 27,527 | $11.0M | 0.17% | −3,999−12.7% | Reduced |
| Sivik Global Healthcare LLC | 27,500 | $11.0M | 3.70% | +7,500+37.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 27,491 | $11.0M | 0.43% | +1,212+4.6% | Added |
| Arnhold LLC | 27,388 | $11.0M | 1.24% | −2,690−8.9% | Reduced |
| Forbes J M & Co LLP | 27,339 | $10.9M | 1.38% | −17−0.1% | Reduced |
| Quadrature Capital Ltd | 26,890 | $10.8M | 0.41% | +2,701+11.2% | Added |
| Vestcor Inc | 26,612 | $10.7M | 0.36% | −1,797−6.3% | Reduced |
| Argent Trust Co | 26,528 | $10.6M | 0.70% | +89+0.3% | Added |
| Grimes & Company, Inc. | 26,520 | $10.6M | 0.46% | +144+0.5% | Added |
| IBM Retirement Fund | 26,512 | $10.6M | 0.83% | −5,628−17.5% | Reduced |
| St. James Investment Company, LLC | 26,504 | $10.6M | 1.47% | −2,061−7.2% | Reduced |
| Cresset Asset Management, LLC | 26,370 | $10.6M | 0.15% | +3,430+15.0% | Added |
| Bridgeway Capital Management, LLC | 26,250 | $10.5M | 0.19% | −1,600−5.7% | Reduced |
| Ledyard National Bank | 26,193 | $10.5M | 1.07% | −46−0.2% | Reduced |
| Stonnington Group, LLC | 25,463 | $10.4M | 2.32% | −790−3.0% | Reduced |
| Gotham Asset Management, LLC | 25,890 | $10.4M | 0.44% | +1,748+7.2% | Added |
| Telemus Capital, LLC | 25,734 | $10.3M | 0.74% | −1,369−5.1% | Reduced |
| Catalyst Capital Advisors LLC | 25,703 | $10.3M | 0.51% | −700−2.7% | Reduced |
| D L Carlson Investment Group Inc | 25,407 | $10.2M | 1.76% | −76−0.3% | Reduced |
| American National Bank | 25,345 | $10.1M | 2.17% | −12,829−33.6% | Reduced |
| Banque Cantonale Vaudoise | 25,187 | $10.1M | 0.45% | +508+2.1% | Added |
| Heritage Trust Co | 25,172 | $10.1M | 1.44% | −905−3.5% | Reduced |
| Level Four Advisory Services, LLC | 25,015 | $10.0M | 0.69% | +2,097+9.2% | Added |
| Wedbush Securities Inc | 24,946 | $9.99M | 0.47% | +53+0.2% | Added |
| Bright Rock Capital Management, LLC | 24,938 | $9.99M | 2.40% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 24,756 | $9.91M | 1.18% | +528+2.2% | Added |
| First National Bank of Omaha | 26,518 | $9.87M | 0.51% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 24,562 | $9.84M | 1.04% | −922−3.6% | Reduced |
| First Citizens Bank & Trust Co | 24,505 | $9.81M | 0.47% | −1,137−4.4% | Reduced |
| Cohen Klingenstein LLC | 24,500 | $9.81M | 0.42% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 24,501 | $9.81M | 1.15% | +686+2.9% | Added |
| Muhlenkamp & Co Inc | 24,453 | $9.79M | 3.59% | +41+0.2% | Added |
| Highlander Capital Management, LLC | 24,440 | $9.79M | 4.89% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 24,417 | $9.78M | 0.80% | −903−3.6% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 24,168 | $9.68M | 0.02% | −116,764−82.9% | Reduced |
| IndexIQ Advisors LLC | 24,115 | $9.66M | 0.33% | +175+0.7% | Added |
| Ethic Inc. | 23,862 | $9.55M | 1.16% | +6,539+37.7% | Added |
| Profund Advisors LLC | 23,834 | $9.54M | 0.32% | +1,123+4.9% | Added |
| Motley Fool Asset Management LLC | 23,504 | $9.41M | 0.62% | +3,202+15.8% | Added |
| Goelzer Investment Management, Inc. | 23,449 | $9.39M | 0.78% | −277−1.2% | Reduced |
| L & S Advisors Inc | 23,348 | $9.35M | 1.01% | +12,000+105.7% | Added |
| Segment Wealth Management, LLC | 23,329 | $9.34M | 1.11% | +631+2.8% | Added |
| American Portfolios Advisors | 23,291 | $9.33M | 0.36% | +511+2.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 23,181 | $9.28M | 1.08% | −90.0% | Reduced |
| River & Mercantile Asset Management LLP | 23,154 | $9.27M | 0.60% | −2,800−10.8% | Reduced |
| Woodline Partners LP | 23,014 | $9.22M | 0.17% | +6,841+42.3% | Added |
| Somerville Kurt F | 22,970 | $9.20M | 1.37% | +79+0.3% | Added |
| Central Bank & Trust Co | 22,971 | $9.20M | 1.49% | −107−0.5% | Reduced |
| Wetherby Asset Management Inc | 22,924 | $9.18M | 0.56% | +688+3.1% | Added |
| Sigma Planning Corp | 22,847 | $9.15M | 0.27% | +635+2.9% | Added |
| Terry L. Blaker | 22,840 | $9.15M | 0.59% | −137−0.6% | Reduced |
| First Quadrant L P | 22,737 | $9.11M | 1.05% | −7,827−25.6% | Reduced |
| Independent Advisor Alliance | 22,678 | $9.08M | 0.50% | +390+1.7% | Added |
| Spearhead Capital Advisors, LLC | 22,446 | $8.99M | 1.22% | +278+1.3% | Added |
| Beacon Pointe Advisors, LLC | 22,302 | $8.93M | 0.32% | +15,190+213.6% | Added |
| Glenview Trust Co | 22,224 | $8.90M | 0.34% | +300+1.4% | Added |
| Nomura Holdings Inc | 22,078 | $8.88M | 0.07% | +17,704+404.8% | Added |
| Fulcrum Capital LLC | 22,149 | $8.87M | 2.23% | +623+2.9% | Added |
| Hudson Valley Investment Advisors Inc | 22,126 | $8.86M | 1.54% | −1,672−7.0% | Reduced |
| Gifford Fong Associates | 22,000 | $8.81M | 1.71% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 21,983 | $8.80M | 2.13% | −1,665−7.0% | Reduced |
| Vestor Capital, LLC | 21,919 | $8.78M | 0.92% | +6,975+46.7% | Added |
| Pensionfund DSM Netherlands | 21,800 | $8.73M | 1.12% | −1,500−6.4% | Reduced |
| Homrich & Berg | 21,690 | $8.69M | 0.20% | +1,532+7.6% | Added |
| Exencial Wealth Advisors, LLC | 21,670 | $8.68M | 0.47% | −10.0% | Reduced |
| Wedge Capital Management L L P | 21,637 | $8.66M | 0.11% | −964−4.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 21,625 | $8.66M | 0.44% | +306+1.4% | Added |
| RNC Capital Management LLC | 21,612 | $8.65M | 0.46% | +196+0.9% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 21,580 | $8.64M | 0.19% | +1,969+10.0% | Added |
| Core Alternative Capital | 21,500 | $8.61M | 2.00% | +2,492+13.1% | Added |
| Arden Trust Co | 21,481 | $8.60M | 1.41% | −1,894−8.1% | Reduced |
| Point72 Hong Kong Ltd | 21,458 | $8.59M | 0.59% | +21,458 | New |
| Tocqueville Asset Management L.P. | 21,415 | $8.57M | 0.12% | −718−3.2% | Reduced |
| Sargent Bickham Lagudis LLC | 21,393 | $8.57M | 0.70% | −272−1.3% | Reduced |
| St Germain D J Co Inc | 21,295 | $8.53M | 0.54% | +182+0.9% | Added |
| Sumitomo Life Insurance Co | 21,261 | $8.51M | 0.27% | −3,507−14.2% | Reduced |
| Everence Capital Management Inc | 21,200 | $8.49M | 0.70% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 21,176 | $8.48M | 0.72% | −2,275−9.7% | Reduced |
| Copeland Capital Management, LLC | 20,869 | $8.36M | 0.25% | +355+1.7% | Added |
| Synergy Financial Management, LLC | 20,857 | $8.35M | 2.21% | +3,327+19.0% | Added |
| Estabrook Capital Management | 20,785 | $8.32M | 1.26% | −294−1.4% | Reduced |
| Evoke Wealth, LLC | 20,763 | $8.31M | 0.32% | +218+1.1% | Added |
| Usca Ria LLC | 20,730 | $8.30M | 0.50% | −4,857−19.0% | Reduced |
| KMG Fiduciary Partners, LLC | 20,707 | $8.29M | 1.46% | +350+1.7% | Added |
| BBVA USA | 20,611 | $8.25M | 0.46% | +20,611 | New |
| Arrowstreet Capital, Limited Partnership | 20,528 | $8.22M | 0.01% | +7,900+62.6% | Added |
| Covington Investment Advisors Inc. | 20,484 | $8.20M | 1.80% | +236+1.2% | Added |
| Leavell Investment Management, Inc. | 21,947 | $8.17M | 0.67% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 20,391 | $8.16M | 1.02% | +1,966+10.7% | Added |
| Citizens Business Bank | 20,303 | $8.13M | 1.07% | −960−4.5% | Reduced |
| WESPAC Advisors SoCal, LLC | 20,292 | $8.13M | 2.70% | −7,190−26.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 20,282 | $8.12M | 1.20% | −278−1.4% | Reduced |
| Greenwich Wealth Management LLC | 20,271 | $8.12M | 0.69% | −150−0.7% | Reduced |
| B. Riley Wealth Management, Inc. | 20,140 | $8.06M | 0.89% | −81−0.4% | Reduced |
| Alerus Financial NA | 20,128 | $8.06M | 0.81% | −3,367−14.3% | Reduced |
| Cambridge Financial Group, Inc. | 20,114 | $8.05M | 3.44% | −344−1.7% | Reduced |
| Security National Bank | 20,069 | $8.04M | 2.12% | +413+2.1% | Added |
| Motco | 20,041 | $8.03M | 0.53% | −611−3.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 20,025 | $8.02M | 0.16% | +3,077+18.2% | Added |
| Cypress Growth Fund III LP | 20,000 | $8.01M | 6.68% | 00.0% | Unchanged |