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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; 3,394 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, Q4 2021

Institutional positions in UnitedHealth Group Inc as of Dec 31, 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
2,909
+381 vs. Q3 2021
Shares held
825.6M
+3.55M (+0.4%) vs. Q3 2021
Total value
$413.9B
+$92.7B (+28.9%) vs. Q3 2021
New holders
470
1,156 more added
Sold out
89
965 more reduced

45 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 2,909 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,394 institutions
Value heldQ4 2021: $413.9B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,394$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q3 2021.

Institutions holding UNH in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Advisory Services, Inc.80$00.00%+80New
McCarthy Grittinger Financial Group, LLC6$3.01K0.00%00.0%Unchanged
Cedar Wealth Management, LLC8$4.00K0.00%+8New
Aquire Wealth Advisors, LLC7$4.00K0.00%+7New
Mach-1 Financial Group, Inc.10$5.00K0.00%+10New
Lloyd Advisory Services, LLC.12$6.00K0.00%00.0%Unchanged
Eukles Asset Management13$7.00K0.00%+13New
RE Dickinson Investment Advisors, LLC14$7.00K0.01%+14New
Schubert & Co13$7.00K0.01%+13New
Tompkins Financial Corp15$8.00K0.00%−66−81.5%Reduced
Truvestments Capital LLC16$8.00K0.00%00.0%Unchanged
Altshuler Shaham Ltd16$8.00K0.00%+16New
Horan Securities, Inc.15$8.00K0.00%+15New
Providence Capital Advisors, LLC16$8.00K0.00%+16New
Rocky Mountain Advisers, LLC18$9.00K0.01%00.0%Unchanged
Belmont Capital, LLC17$9.00K0.01%+11+183.3%Added
Longfellow Investment Management Co LLC19$10.0K0.00%00.0%Unchanged
Pflug Koory, LLC20$10.0K0.01%00.0%Unchanged
Ranger Investment Management, L.P.22$11.0K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC23$12.0K0.01%+23New
Bourgeon Capital Management LLC26$13.0K0.00%00.0%Unchanged
Emfo, LLC25$13.0K0.01%00.0%Unchanged
Simon Quick Advisors, LLC27$14.0K0.00%−1,378−98.1%Reduced
Wealthstreet Investment Advisors, LLC28$14.0K0.35%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.30$15.0K0.00%00.0%Unchanged
Barnett & Company, Inc.30$15.0K0.01%+30New
Cascade Investment Advisors, Inc.30$15.1K0.01%00.0%Unchanged
Gladius Capital Management LP30$16.0K0.01%+30New
Insight Financial Services33$16.0K0.01%+33New
Pacifica Partners Inc.36$17.0K0.01%00.0%Unchanged
Advocacy Wealth Management Services, LLC33$17.0K0.00%+33New
Mizuho Securities Co. Ltd.36$18.0K0.01%+1+2.9%Added
Raleigh Capital Management Inc.37$19.0K0.02%+37New
Arcadia Investment Management Corp41$21.0K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC42$21.0K0.01%00.0%Unchanged
Addison Advisors LLC42$21.0K0.01%+36+600.0%Added
Kelly Financial Services LLC44$21.9K0.01%−4−8.3%Reduced
Lumature Wealth Partners, LLC44$22.0K0.01%−26−37.1%Reduced
DB Wealth Management Group, LLC43$22.0K0.01%00.0%Unchanged
Tucker Asset Management LLC44$22.2K0.01%+44New
HighMark Wealth Management LLC46$23.0K0.01%00.0%Unchanged
Rinkey Investments50$23.0K0.02%+50New
Widmann Financial Services, Inc.46$23.0K0.02%+46New
Financial Enhancement Group LLC50$25.0K0.00%00.0%Unchanged
Outfitter Financial LLC50$25.0K0.02%+50New
Corbenic Partners LLC53$27.0K0.01%00.0%Unchanged
Annapolis Financial Services, LLC57$28.0K0.01%−33−36.7%Reduced
Johnson Midwest Financial, LLC56$28.0K0.02%00.0%Unchanged
Roble, Belko & Company, Inc55$28.0K0.01%00.0%Unchanged
Bellwether Advisors, LLC56$28.0K0.01%00.0%Unchanged
O'Dell Group, LLC57$29.0K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC58$29.0K0.01%+58New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.60$30.0K0.01%−70−53.8%Reduced
Cranbrook Wealth Management, LLC60$30.0K0.01%00.0%Unchanged
AlphaMark Advisors, LLC60$30.0K0.01%+3+5.3%Added
Baillie Gifford & Co63$32.0K0.00%−37−37.0%Reduced
Operose Advisors LLC64$32.0K0.03%+64New
RPg Family Wealth Advisory, LLC64$32.1K0.01%00.0%Unchanged
Tortoise Investment Management, LLC65$33.0K0.01%+23+54.8%Added
Leverty Financial Group, LLC68$34.0K0.03%+68New
Stuart Chaussee & Associates, Inc.70$35.0K0.02%+25+55.6%Added
Activest Wealth Management74$37.0K0.02%+1+1.4%Added
Rise Advisors, LLC76$38.0K0.04%+76New
Wagner Wealth Management, LLC77$39.0K0.03%+11+16.7%Added
Sageworth Trust Co82$41.0K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC81$41.0K0.01%00.0%Unchanged
O'Brien Wealth Partners LLC86$42.0K0.01%+64+290.9%Added
Surevest, LLC85$43.0K0.01%+85New
West Bancorporation Inc89$45.0K0.04%+89New
Level Financial Advisors, Inc.90$45.0K0.03%+90New
Ten Capital Wealth Advisors, LLC91$46.0K0.02%−68−42.8%Reduced
Edge Wealth Management LLC94$47.0K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC94$47.0K0.04%+58+161.1%Added
American Research & Management Co.95$48.0K0.01%00.0%Unchanged
Trust Co98$49.0K0.01%00.0%Unchanged
Dark Forest Capital Management LP97$49.0K0.02%+97New
Lake Point Wealth Management100$50.0K0.02%00.0%Unchanged
Gibson Wealth Advisors LLC100$50.0K0.05%+100New
True Link Financial Advisors, LLC101$51.0K0.01%−17−14.4%Reduced
Sage Private Wealth Group, LLC103$51.0K0.06%00.0%Unchanged
McClarren Financial Advisors, Inc.106$53.0K0.04%+81+324.0%Added
IronBridge Private Wealth, LLC108$54.0K0.03%+1+0.9%Added
Rather & Kittrell, Inc.108$54.0K0.05%+108New
Costello Asset Management, INC110$55.0K0.03%−10−8.3%Reduced
Cassady Schiller Wealth Management, LLC110$55.0K0.03%+110New
Pacific Center for Financial Services111$56.0K0.02%00.0%Unchanged
Delta Asset Management LLC117$59.0K0.01%00.0%Unchanged
Ogorek Anthony Joseph121$60.0K0.03%00.0%Unchanged
Bellevue Asset Management, LLC122$61.0K0.04%−100−45.0%Reduced
Andrew Hill Investment Advisors, Inc.125$62.0K0.06%+125New
West Oak Capital, LLC125$63.0K0.02%−5−3.8%Reduced
Bradley & Co. Private Wealth Management, LLC128$64.0K0.05%00.0%Unchanged
Guardian Wealth Management, Inc.127$64.0K0.06%+127New
Klaas Financial Asset Advisors, LLC131$66.0K0.01%+1+0.8%Added
Investors Research Corp134$67.0K0.02%00.0%Unchanged
Hanson & Doremus Investment Management140$70.0K0.01%−27−16.2%Reduced
Goodwin Investment Advisory139$70.0K0.05%00.0%Unchanged
Accel Wealth Management141$71.0K0.03%00.0%Unchanged
Tacita Capital Inc145$73.0K0.04%00.0%Unchanged
Hudock, Inc.150$75.0K0.02%−11−6.8%Reduced