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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.

Q4 2021 vs. Q3 2021

How the institutions holding UnitedHealth Group Inc changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of UNH: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders2,573442,909+380
Shares823.3M1.21M825.6M+3.55M (+0.4%)
Value$321.7B$471.8M$413.9B+$92.7B (+28.9%)

44 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (470)

Institutions that held UnitedHealth Group Inc at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 470 by value.

Institutions new to UNH in Q4 2021
InstitutionSharesValue% of portfolio
Allspring Global Investments Holdings, LLC690,765$346.9M0.39%
Sculptor Capital LP439,448$220.7M1.99%
National Bank of Canada287,901$144.4M0.61%
TD Waterhouse Canada Inc.159,195$86.4M0.84%
CWM, LLC163,123$81.9M0.58%
Connectus Wealth, LLC147,088$74.1M2.87%
Argent Capital Management LLC145,875$73.3M2.12%
Yousif Capital Management, LLC132,050$66.3M0.69%
Industrial Alliance Investment Management Inc.126,894$63.7M1.47%
Avidity Partners Management LP123,100$61.8M1.31%
Alyeska Investment Group, L.P.112,000$56.2M0.65%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH91,866$46.5M3.30%
B. Metzler seel. Sohn & Co. AG70,841$35.7M0.46%
Cornerstone Investment Partners, LLC68,246$34.3M1.90%
Artisan Partners Limited Partnership61,485$30.9M0.04%
Iron Triangle Partners LP60,000$30.1M4.20%
Congress Wealth Management LLC54,215$27.2M0.54%
SeaTown Holdings Pte. Ltd.52,000$26.1M1.41%
Simplex Trading, LLC47,558$23.9M0.78%
Parkman Healthcare Partners LLC37,823$19.0M4.30%
Mill Capital Management, LLC32,627$16.4M1.68%
Desjardins Global Asset Management Inc.32,627$16.4M1.40%
China Universal Asset Management Co., Ltd.29,614$14.9M3.54%
HealthCor Management, L.P.29,000$14.6M0.80%
Asymmetry Capital Management, L.P.26,844$13.5M7.16%
HB Wealth Management, LLC23,879$12.0M0.24%
Tradewinds, LLC.21,767$11.5M13.53%
Baader Bank INC19,375$9.73M0.77%
American Trust18,706$9.39M0.72%
Generali Powszechne Towarzystwo Emerytalne18,546$9.31M8.89%
PointState Capital LP17,900$8.99M0.28%
Alapocas Investment Partners, Inc.16,973$8.52M6.54%
Axxcess Wealth Management, LLC16,825$8.45M0.64%
Schechter Investment Advisors, LLC16,496$8.28M0.75%
Highline Capital Management, L.P.16,021$8.04M7.34%
Two Sigma Advisers, LP15,300$7.68M0.02%
Beecher Investors Inc15,215$7.64M9.26%
Sonora Investment Management Group, LLC15,126$7.59M0.88%
LGT Fund Management Co Ltd.14,860$7.46M2.15%
Ulland Investment Advisors, LLC14,623$7.34M4.68%
Hilton Capital Management, LLC13,480$6.77M0.62%
Stonegate Investment Group, LLC13,409$6.73M0.28%
Lombard Odier Asset Management (Europe) Ltd13,065$6.56M0.30%
Group One Trading, L.P.12,777$6.42M0.12%
Quantinno Capital Management LP12,262$6.16M1.11%
Thames Capital Management LLC12,063$6.06M1.16%
Lynch Asset Management, Inc.12,000$6.03M4.19%
Ascent Group, LLC12,985$5.99M0.76%
RBA Wealth Management, LLC11,841$5.95M2.81%
Stiles Financial Services Inc11,316$5.68M2.74%
Lake Street Advisors Group, LLC10,515$5.28M0.33%
PACK Private Wealth, LLC10,511$5.28M4.19%
HRT Financial LP10,253$5.15M0.03%
Lindenwold Advisors9,747$4.89M2.86%
Metatron Capital SICAV plc9,200$4.62M4.40%
Pavadi Capital LLC9,060$4.55M3.45%
Timber Creek Capital Management LLC8,783$4.41M1.31%
Metis Global Partners, LLC8,508$4.27M1.19%
united american securities inc. (d/b/a uas asset management)8,500$4.27M0.95%
Caldwell Investment Management Ltd.8,391$4.25M3.32%
Forefront Wealth Management Inc.7,670$3.85M3.68%
Siena Capital LLC7,646$3.84M2.20%
Two Sigma Securities, LLC7,527$3.78M0.74%
Schonfeld Strategic Advisors LLC7,456$3.74M0.04%
MBB Public Markets I LLC7,400$3.72M0.08%
Bensler, LLC7,280$3.66M1.02%
TCWP LLC7,228$3.63M0.72%
Royal Capital Wealth Management, LLC7,180$3.60M3.50%
BNC Wealth Management, LLC7,009$3.52M1.67%
Ameritas Advisory Services, LLC6,982$3.51M0.13%
BIT Capital GmbH6,817$3.42M0.27%
Occudo Quantitative Strategies LP6,701$3.37M0.30%
Silicon Valley Community Foundation6,551$3.29M0.22%
Forum Financial Management, LP6,541$3.28M0.17%
Elmwood Wealth Management, Inc.6,396$3.21M1.53%
Gouws Capital LLC6,345$3.19M2.57%
GDS Wealth Management6,176$3.10M0.69%
Western Wealth Management, LLC6,113$3.09M0.30%
Ally Financial Inc.6,000$3.01M0.28%
Sendero Wealth Management, LLC5,828$2.93M1.30%
Leeward Financial Partners, LLC5,696$2.86M1.79%
Proquility Private Wealth Partners, LLC5,761$2.80M0.99%
Richwood Investment Advisors, LLC5,491$2.76M2.41%
Peterson Financial Group, Inc.5,403$2.71M2.21%
Waypoint Capital Advisors, LLC5,283$2.65M1.82%
Finivi Inc.4,952$2.49M2.62%
Consilium Wealth Advisory, LLC4,942$2.48M1.61%
Northcape Wealth Management, LLC4,743$2.38M0.80%
Holocene Advisors, LP4,706$2.36M0.01%
Charles Carroll Financial Partners, LLC4,651$2.33M2.32%
Perfromance Wealth Partners, LLC4,426$2.22M0.09%
Washington Trust Advisors, Inc.4,423$2.22M0.15%
GraniteShares Advisors LLC4,393$2.21M1.02%
Revolve Wealth Partners, LLC4,288$2.15M0.62%
Money Concepts Capital Corp4,168$2.09M0.18%
Arbor Capital Management Inc4,135$2.08M1.47%
Laraway Financial Inc4,070$2.04M1.82%
Reuter James Wealth Management, LLC4,062$2.04M0.78%
HWG Holdings LP3,994$2.01M0.94%
Sheets Smith Investment Management3,991$2.00M1.42%

Sold out (90)

Institutions that held UnitedHealth Group Inc at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of UNH in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Viking Global Investors LPSuperinvestorViking Global Investors726,474$283.9M
AMP Capital Investors Ltd302,789$118.4M
MUFG Securities EMEA plc190,000$74.2M
Voloridge Investment Management, LLC143,161$55.9M
Armistice Capital, LLC100,000$39.1M
Blue Pool Management Ltd.81,134$31.7M
Achmea Investment Management B.V.75,225$29.4M
Skye Global Management LP45,800$17.9M
Edgestream Partners, L.P.30,368$11.9M
Mirabella Financial Services LLP27,254$10.7M
Quantbot Technologies LP25,542$9.98M
St. James Investment Company, LLC24,585$9.61M
Capula Management Ltd20,437$7.99M
Meeder Asset Management Inc20,032$7.83M
Greystone Financial Group, LLC13,218$5.17M
Global Retirement Partners, LLC11,864$4.64M
Mount Lucas Management LP11,185$4.37M
IMC-Chicago, LLC10,047$3.93M
Stevens Capital Management LP9,463$3.70M
Parallax Volatility Advisers, L.P.9,117$3.56M
DeDora Capital, Inc.8,437$3.30M
Twinbeech Capital LP7,876$3.08M
Pearl River Capital, LLC6,377$2.49M
Prelude Capital Management, LLC6,072$2.37M
Caxton Associates LP5,126$2.00M
Kerrisdale Advisers, LLC5,000$1.95M
Strategic Investment Advisors4,802$1.88M
Mirova4,054$1.58M
Prosight Management, LP3,300$1.29M
Enlightenment Research, LLC3,200$1.25M
Laurion Capital Management LP2,995$1.17M
Centiva Capital, LP2,937$1.15M
SRN Advisors, LLC2,935$1.15M
Donoghue Forlines LLC2,697$1.05M
Magnetar Financial LLC2,257$882.0K
USA Financial Portformulas Corp2,212$864.0K
Jackson, Grant Investment Advisers, Inc.2,096$819.0K
Advus Financial Partners, LLC1,491$748.7K
MCF Advisors LLC1,776$694.0K
Cliftonlarsonallen Wealth Advisors, LLC1,753$685.0K
Elite Wealth Management, Inc.1,752$685.0K
Bayesian Capital Management, LP1,654$646.0K
Alethea Capital Management, LLC1,597$624.0K
OneAscent Financial Services LLC1,588$621.0K
Pzena Investment Management LLC1,565$612.0K
Botty Investors LLC1,508$589.0K
Bingham Osborn & Scarborough LLC1,488$582.0K
Meyer Handelman Co1,466$572.0K
Verition Fund Management LLC1,349$527.0K
BEAM Asset Management, LLC1,333$521.0K
WBI Investments1,429$518.0K
QVR LLC1,209$472.0K
WMS Partners, LLC1,202$470.0K
LMR Partners LLP1,202$470.0K
Toews Corp1,000$391.0K
Crabel Capital Management, LLC972$380.0K
FFT Wealth Management LLC866$338.0K
XR Securities LLC849$332.0K
Marathon Capital Management841$329.0K
Wolverine Asset Management LLC768$300.0K
High Pointe Capital Management LLC650$254.0K
Center For Asset Management LLC624$244.0K
Boothbay Fund Management, LLC587$229.0K
Horizon Financial Services, LLC580$227.0K
KLCM Advisors, Inc.578$226.0K
Cooper Financial Group562$220.0K
Alamar Capital Management, LLC547$214.0K
Burns Matteson Capital Management, LLC544$212.5K
Abacus Wealth Partners, LLC542$211.9K
NuWave Investment Management, LLC534$209.0K
Spectrum Management Group, LLC511$200.0K
AlphaCentric Advisors LLC402$157.0K
Evolution Wealth Advisors, LLC387$151.0K
Meridian Wealth Partners, LLC276$108.0K
Partners Capital Investment Group, LLP252$98.0K
Resolute Partners Group248$97.0K
Firestone Capital Management227$91.0K
Vaughan Nelson Investment Management, L.P.178$70.0K
Phoenix Wealth Advisors136$53.0K
Better Money Decisions, LLC134$52.0K
Red Tortoise LLC102$51.0K
Atlas Private Wealth Advisors82$32.0K
Walled Lake Planning & Wealth Management, LLC64$25.0K
Exane Derivatives50$19.5K
Pacitti Group Inc.23$9.00K
Cordant, Inc.16$6.00K
Sterling Financial Planning, Inc.16$6.00K
Knuff & Co LLC13$5.00K
Joseph P. Lucia & Associates, LLC7$3.00K
Guidance Point Advisors, LLC3$1.00K

Not filed for Q4 2021 yet (44)

Institutions that held UnitedHealth Group Inc at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNH in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Marshall Wace North America L.P.545,204$213.0M
NorthCoast Asset Management LLC182,932$71.7M
B. Metzler seel. Sohn & Co. Holding AG72,941$28.5M
Kdi Capital Partners LLC39,239$15.3M
Hexavest Inc.33,568$13.1M
Columbus Point LLP28,253$11.0M
Granite Investment Advisors, LLC28,110$11.0M
Homrich & Berg22,940$8.96M
Cypress Growth Fund III LP20,000$7.82M
BBVA USA19,511$7.62M
Unified Trust Company, N.A.18,346$7.17M
Alexandria Capital, LLC17,100$6.68M
World Asset Management Inc15,618$6.10M
HighPoint Advisor Group LLC15,540$6.07M
Mid Atlantic Financial Management Inc15,497$6.05M
Landsberg, Bennett, & Dubbaneh LLC15,357$6.03M
Sonora Investment Management, LLC14,128$5.52M
Eudaimonia Partners, LLC13,187$5.15M
Wealth Advisory Solutions, LLC12,513$4.89M
First Mercantile Trust Co8,842$3.46M
Cascadia Advisory Services, LLC8,563$3.35M
Ameritas Investment Company, LLC6,854$2.68M
Swaine & Leidel Wealth Services, LLC6,030$2.36M
Heritage Wealth Management, LLC6,029$2.36M
Russell Clark Investment Management Ltd6,000$2.34M
Berman Capital Advisors, LLC5,623$2.20M
Towarzystwo Funduszy Inwestycyjnych Pzu SA5,195$2.03M
Old Dominion Capital Management Inc2,584$1.01M
Psagot Investment House Ltd.2,555$998.0K
Arvest Bank Trust Division2,266$885.0K
Covenant Multifamily Offices, LLC2,134$840.0K
Green Harvest Asset Management LLC2,705$819.0K
Farr Miller & Washington LLC2,059$805.0K
Professional Planning1,546$604.0K
Qci Asset Management Inc1,488$581.0K
Pacific Edge Advisors, LLC1,260$492.0K
Harbor Financial Services, LLC1,255$490.0K
Security National Trust Co1,221$489.0K
Fma Advisory Inc917$358.0K
Cardan Capital Partners, LLC833$325.0K
Spotlight Asset Group, Inc.821$321.0K
BFT Financial Group, LLC702$274.0K
Wealth Quarterback LLC26$10.0K
Filbrandt Wealth Management, LLC17$7.00K