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 |
|---|---|---|---|---|---|
| Gabalex Capital Management LLC | 20,000 | $8.01M | 3.77% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 19,811 | $7.93M | 1.25% | −313−1.6% | Reduced |
| Parsec Financial Management, Inc. | 19,745 | $7.91M | 0.37% | −52−0.3% | Reduced |
| Rafferty Asset Management, LLC | 19,715 | $7.89M | 0.05% | +1,596+8.8% | Added |
| Meeder Asset Management Inc | 19,711 | $7.89M | 0.37% | −10,343−34.4% | Reduced |
| Greenline Partners, LLC | 19,646 | $7.87M | 1.61% | −982−4.8% | Reduced |
| Granite Investment Partners, LLC | 19,619 | $7.86M | 0.24% | −911−4.4% | Reduced |
| Focus Financial Network, Inc. | 19,495 | $7.81M | 1.04% | +156+0.8% | Added |
| Advanced Asset Management Advisors Inc | 19,400 | $7.77M | 1.64% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 19,401 | $7.77M | 0.98% | +230+1.2% | Added |
| Pathstone Family Office, LLC | 19,373 | $7.76M | 0.23% | +649+3.5% | Added |
| Cubic Asset Management, LLC | 19,248 | $7.71M | 1.90% | −142−0.7% | Reduced |
| WoodTrust Financial Corp | 19,248 | $7.71M | 2.03% | +426+2.3% | Added |
| BTC Capital Management, Inc. | 19,207 | $7.68M | 0.87% | −2,495−11.5% | Reduced |
| Fulcrum Asset Management LLP | – | $7.66M | 3.21% | – | – |
| Kesler, Norman & Wride, LLC | 18,503 | $7.63M | 1.76% | +315+1.7% | Added |
| Guardian Capital LP | 19,010 | $7.61M | 0.15% | +2,400+14.4% | Added |
| Caldwell Trust Co | 18,976 | $7.60M | 0.99% | +244+1.3% | Added |
| Contravisory Investment Management, Inc. | 18,962 | $7.59M | 2.24% | −180−0.9% | Reduced |
| Stonebridge Capital Advisors LLC | 18,915 | $7.57M | 0.92% | +328+1.8% | Added |
| Meiji Yasuda Life Insurance Co | 18,835 | $7.54M | 0.14% | +293+1.6% | Added |
| Greenleaf Trust | 18,765 | $7.51M | 0.09% | +710+3.9% | Added |
| Chronos Wealth Management, LLC | 18,736 | $7.50M | 5.15% | −176−0.9% | Reduced |
| Fulton Bank, N.A. | 18,722 | $7.50M | 0.35% | −123−0.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 18,562 | $7.43M | 0.71% | −144−0.8% | Reduced |
| Distillate Capital Partners LLC | 18,538 | $7.42M | 2.06% | −573−3.0% | Reduced |
| Burt Wealth Advisors | 18,534 | $7.42M | 2.68% | −62−0.3% | Reduced |
| Dana Investment Advisors, Inc. | 18,509 | $7.41M | 0.33% | −2,840−13.3% | Reduced |
| Olstein Capital Management, L.P. | 18,500 | $7.41M | 0.93% | −3,500−15.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 18,461 | $7.39M | 2.01% | +54+0.3% | Added |
| Verition Fund Management LLC | 18,389 | $7.36M | 0.11% | +18,389 | New |
| Ascent Wealth Partners, LLC | 18,338 | $7.34M | 1.40% | +208+1.1% | Added |
| Unified Trust Company, N.A. | 18,301 | $7.33M | 2.17% | +1,059+6.1% | Added |
| Live Oak Private Wealth LLC | 18,286 | $7.32M | 1.62% | +243+1.3% | Added |
| Ninety One SA (PTY) Ltd | 18,298 | $7.30M | 2.67% | −361−1.9% | Reduced |
| JCIC Asset Management Inc. | 14,698 | $7.30M | 1.88% | −380−2.5% | Reduced |
| Princeton Global Asset Management LLC | 18,207 | $7.29M | 2.22% | +59+0.3% | Added |
| Oakwood Capital Management LLC | 18,185 | $7.28M | 1.88% | −658−3.5% | Reduced |
| Private Advisory Group LLC | 18,122 | $7.26M | 1.84% | +1,447+8.7% | Added |
| Corient Capital Partners, LLC | 18,089 | $7.24M | 0.53% | +334+1.9% | Added |
| Cetera Advisors LLC | 18,087 | $7.24M | 0.17% | +482+2.7% | Added |
| Cozad Asset Management Inc | 17,987 | $7.20M | 1.13% | −1,544−7.9% | Reduced |
| EULAV Asset Management | 17,808 | $7.13M | 0.19% | +30.0% | Added |
| Roundview Capital LLC | 17,775 | $7.12M | 0.79% | +1,187+7.2% | Added |
| Connors Investor Services Inc | 17,700 | $7.09M | 0.74% | +685+4.0% | Added |
| JustInvest LLC | 17,694 | $7.08M | 0.74% | +2,224+14.4% | Added |
| Barings LLC | 17,676 | $7.08M | 0.16% | −502−2.8% | Reduced |
| Citizens National Bank Trust Department | 17,630 | $7.06M | 2.02% | −50.0% | Reduced |
| Weatherly Asset Management L. P. | 17,612 | $7.05M | 0.89% | −33−0.2% | Reduced |
| Empire Life Investments Inc. | 17,614 | $7.05M | 0.45% | +121+0.7% | Added |
| Meridian Wealth Management, LLC | 17,544 | $7.03M | 0.90% | +361+2.1% | Added |
| Autus Asset Management, LLC | 17,541 | $7.03M | 0.77% | +1,559+9.8% | Added |
| Toth Financial Advisory Corp | 17,469 | $7.00M | 1.07% | +211+1.2% | Added |
| World Asset Management Inc | 17,446 | $6.99M | 0.64% | −802−4.4% | Reduced |
| Greystone Financial Group, LLC | 17,286 | $6.92M | 1.72% | +95+0.6% | Added |
| Brown Brothers Harriman & Co | 17,248 | $6.91M | 0.04% | +1,310+8.2% | Added |
| Chemung Canal Trust Co | 17,244 | $6.91M | 1.32% | −663−3.7% | Reduced |
| Lincoln Capital Corp | 17,093 | $6.84M | 3.90% | +515+3.1% | Added |
| Stolper Co | 17,067 | $6.83M | 3.22% | −80.0% | Reduced |
| Thompson Investment Management, Inc. | 17,050 | $6.83M | 0.99% | +1,627+10.5% | Added |
| Great Valley Advisor Group, Inc. | 17,507 | $6.83M | 0.50% | +503+3.0% | Added |
| Avantax Advisory Services, Inc. | 16,989 | $6.80M | 0.12% | +764+4.7% | Added |
| Mattern Capital Management, LLC | 16,936 | $6.78M | 1.34% | +382+2.3% | Added |
| Wright Investors Service Inc | 16,844 | $6.75M | 1.83% | +658+4.1% | Added |
| Kings Point Capital Management | 16,643 | $6.67M | 0.61% | +688+4.3% | Added |
| Spinnaker Trust | 16,642 | $6.66M | 0.46% | +195+1.2% | Added |
| Mader & Shannon Wealth Management, Inc. | 16,549 | $6.63M | 3.41% | +178+1.1% | Added |
| Alexandria Capital, LLC | 16,516 | $6.61M | 0.61% | −28−0.2% | Reduced |
| Asset Planning Services Inc | 16,510 | $6.61M | 3.82% | +85+0.5% | Added |
| Silvercrest Asset Management Group LLC | 16,496 | $6.61M | 0.04% | +1,283+8.4% | Added |
| Winmill & Co. Inc | 16,475 | $6.60M | 2.37% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 16,399 | $6.57M | 2.05% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 16,384 | $6.56M | 2.24% | +468+2.9% | Added |
| Meritage Portfolio Management | 16,371 | $6.56M | 0.40% | +489+3.1% | Added |
| Richard Bernstein Advisors LLC | 16,234 | $6.50M | 0.13% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 16,146 | $6.46M | 0.71% | +1,373+9.3% | Added |
| Liberty Capital Management, Inc. | 16,123 | $6.46M | 1.96% | −190−1.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 16,096 | $6.45M | 0.16% | −1,100−6.4% | Reduced |
| Elk River Wealth Management, LLC | 16,066 | $6.43M | 1.67% | +231+1.5% | Added |
| PKO Investment Management Joint-Stock Co | 16,045 | $6.43M | 0.81% | +5,990+59.6% | Added |
| Anchor Investment Management, LLC | 16,023 | $6.42M | 0.89% | +1,031+6.9% | Added |
| GHP Investment Advisors, Inc. | 16,000 | $6.41M | 0.52% | −36−0.2% | Reduced |
| Minot Wealth Management LLC | 15,303 | $6.41M | 1.40% | +1,404+10.1% | Added |
| Equitable Trust Co | 15,993 | $6.40M | 0.41% | +154+1.0% | Added |
| Pitcairn Co | 15,948 | $6.39M | 0.43% | −539−3.3% | Reduced |
| First Midwest Bank Trust Division | 15,922 | $6.38M | 0.86% | −798−4.8% | Reduced |
| Sigma Investment Counselors Inc | 15,916 | $6.37M | 0.48% | −62−0.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 15,914 | $6.37M | 0.53% | −48−0.3% | Reduced |
| Arrow Financial Corp | 15,847 | $6.35M | 0.80% | −944−5.6% | Reduced |
| Ayrshire Capital Management LLC | 15,847 | $6.35M | 3.57% | −109−0.7% | Reduced |
| Arjuna Capital | 15,801 | $6.33M | 2.73% | +207+1.3% | Added |
| Sepio Capital, LP | 15,727 | $6.30M | 0.53% | +10,823+220.7% | Added |
| Marshall & Sullivan Inc | 15,698 | $6.29M | 3.49% | +47+0.3% | Added |
| Eagle Capital Management, LLC | 15,682 | $6.28M | 1.78% | −568−3.5% | Reduced |
| Guardian Capital Advisors LP | 15,308 | $6.27M | 0.64% | +885+6.1% | Added |
| Fragasso Group Inc. | 15,626 | $6.26M | 0.84% | +1,526+10.8% | Added |
| Schnieders Capital Management LLC | 15,585 | $6.24M | 1.70% | +1,455+10.3% | Added |
| Cape Cod Five Cents Savings Bank | 15,526 | $6.22M | 0.64% | −280−1.8% | Reduced |
| Mid Atlantic Financial Management Inc | 15,523 | $6.22M | 0.42% | +329+2.2% | Added |
| Harbour Capital Advisors, LLC | 15,443 | $6.18M | 1.66% | +115+0.8% | Added |