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, 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
- +380 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
- 90
- 965 more reduced
44 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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Heck Capital Advisors, LLC | 1,674 | $840.6K | 0.15% | −120−6.7% | Reduced |
| Chicago Partners Investment Group LLC | 1,773 | $841.0K | 0.06% | +127+7.7% | Added |
| Soltis Investment Advisors LLC | 1,676 | $841.0K | 0.12% | +16+1.0% | Added |
| Twin Focus Capital Partners, LLC | 1,678 | $843.0K | 0.17% | +622+58.9% | Added |
| Sustainable Insight Capital Management, LLC | 1,681 | $844.0K | 0.45% | −317−15.9% | Reduced |
| Asset Management Group, Inc. | 1,689 | $848.0K | 0.17% | −114−6.3% | Reduced |
| TCI Wealth Advisors, Inc. | 1,690 | $849.0K | 0.13% | +121+7.7% | Added |
| Codex Capital, L.L.C. | 1,700 | $850.0K | 0.44% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,694 | $851.0K | 0.19% | +44+2.7% | Added |
| Everett Harris & Co | 1,697 | $852.0K | 0.01% | +150+9.7% | Added |
| Colton Groome Financial Advisors, LLC | 1,703 | $855.0K | 0.35% | +58+3.5% | Added |
| Forte Capital LLC | 1,702 | $855.0K | 0.11% | +1,186+229.8% | Added |
| Virginia Wealth Management Group, Inc. | 1,704 | $856.0K | 0.77% | +1,704 | New |
| MBM Wealth Consultants, LLC | 1,706 | $857.0K | 0.36% | +9+0.5% | Added |
| Summit Wealth Group, LLC | 1,709 | $858.0K | 0.98% | −147−7.9% | Reduced |
| Oldfather Financial Services, LLC | 1,794 | $861.0K | 0.45% | +28+1.6% | Added |
| Centaurus Financial, Inc. | 1,714 | $861.0K | 0.07% | +114+7.1% | Added |
| Magnolia Capital Advisors LLC | 1,719 | $863.0K | 0.25% | +175+11.3% | Added |
| Independence Bank of Kentucky | 1,721 | $864.0K | 0.35% | −105−5.8% | Reduced |
| Patron Partners Advisors, LLC | 1,726 | $867.0K | 0.57% | +151+9.6% | Added |
| Amarillo National Bank | 1,730 | $869.0K | 0.17% | +7+0.4% | Added |
| Heron Bay Capital Management | 1,736 | $872.0K | 0.43% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 1,739 | $873.0K | 0.59% | +1,739 | New |
| Altfest L J & Co Inc | 1,752 | $880.0K | 0.17% | −554−24.0% | Reduced |
| Camelot Portfolios, LLC | 1,755 | $881.0K | 0.36% | +414+30.9% | Added |
| Missouri Trust & Investment Co | 1,759 | $883.0K | 0.51% | +1,759 | New |
| Mark Stevens | 1,773 | $891.0K | 0.09% | −547−23.6% | Reduced |
| Ballast Advisors LLC | 1,779 | $893.0K | 0.34% | −6−0.3% | Reduced |
| Argent Advisors, Inc. | 1,782 | $895.0K | 0.48% | −58−3.2% | Reduced |
| Keystone Financial Group | 1,782 | $895.0K | 0.15% | −10−0.6% | Reduced |
| Jeppson Wealth Management, LLC | 1,792 | $900.0K | 0.43% | 00.0% | Unchanged |
| Brown Capital Management LLC | 1,785 | $900.0K | 0.01% | +9+0.5% | Added |
| Aaron Wealth Advisors | 1,794 | $900.0K | 0.25% | +242+15.6% | Added |
| Eudaimonia Advisors LLC | 1,792 | $900.0K | 0.53% | +1,792 | New |
| Renaissance Investment Group LLC | 1,794 | $901.0K | 0.21% | +104+6.2% | Added |
| Brown Advisory Securities, LLC | 1,788 | $903.0K | 0.38% | −3,371−65.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 1,802 | $905.0K | 0.39% | +354+24.4% | Added |
| F3Logic, LLC | 1,788 | $908.0K | 0.11% | −78−4.2% | Reduced |
| Capital One Financial Corp | 1,811 | $910.0K | 0.11% | −3−0.2% | Reduced |
| Xcel Wealth Management, LLC | 1,812 | $910.0K | 0.23% | +6+0.3% | Added |
| S&CO Inc | 1,822 | $914.0K | 0.06% | +1,822 | New |
| Northwest Bancshares, Inc. | 1,822 | $915.0K | 0.18% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,826 | $917.0K | 0.06% | +1,826 | New |
| Trexquant Investment LP | 1,837 | $922.0K | 0.06% | −31,844−94.5% | Reduced |
| JSF Financial, LLC | 1,841 | $924.0K | 0.45% | −70−3.7% | Reduced |
| LGT Group Foundation | 1,840 | $924.0K | 0.02% | +1,840 | New |
| KRS Capital Management, LLC | 1,853 | $930.0K | 0.80% | +1,853 | New |
| Donald L. Hagan, LLC | 1,854 | $931.0K | 0.48% | +22+1.2% | Added |
| Pointe Capital Management LLC | 1,857 | $932.0K | 0.59% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,859 | $933.0K | 0.18% | +6+0.3% | Added |
| Parsons Capital Management Inc | 1,863 | $936.0K | 0.07% | +107+6.1% | Added |
| Texas Capital Bancshares Inc | 1,871 | $940.0K | 0.56% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 1,875 | $941.0K | 0.10% | −7,791−80.6% | Reduced |
| Abacus Planning Group, Inc. | 1,874 | $941.0K | 0.25% | +384+25.8% | Added |
| Berkeley Capital Partners, LLC | 1,875 | $942.0K | 0.39% | −54−2.8% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 1,878 | $943.0K | 0.23% | −31−1.6% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,878 | $943.0K | 0.89% | +1,878 | New |
| Campion Asset Management LLC | 1,880 | $944.0K | 0.78% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,881 | $945.0K | 0.06% | +26+1.4% | Added |
| Detalus Advisors, LLC | 1,893 | $951.0K | 0.46% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,011 | $953.0K | 0.37% | −178−8.1% | Reduced |
| Sage Rhino Capital LLC | 1,897 | $953.0K | 0.27% | −194−9.3% | Reduced |
| Profit Investment Management, LLC | 1,896 | $953.0K | 0.60% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 1,899 | $954.0K | 0.39% | −29−1.5% | Reduced |
| Deltec Asset Management LLC | 1,900 | $954.0K | 0.16% | 00.0% | Unchanged |
| Camden National Bank | 1,907 | $958.0K | 0.17% | +4+0.2% | Added |
| Planning Center, Inc. | 1,999 | $959.0K | 0.76% | +1,999 | New |
| Lokken Investment Group LLC | 1,915 | $962.0K | 0.69% | −35−1.8% | Reduced |
| Lifeworks Advisors, LLC | 1,917 | $963.0K | 0.77% | +1,917 | New |
| Graves-Light Private Wealth Management, Inc. | 1,921 | $965.0K | 0.14% | +33+1.7% | Added |
| BSW Wealth Partners | 1,927 | $968.0K | 0.24% | +122+6.8% | Added |
| First Affirmative Financial Network | 1,931 | $970.0K | 0.89% | +121+6.7% | Added |
| Briggs Advisory Group, Inc. | 1,934 | $971.0K | 0.66% | +1,934 | New |
| Wall Street Access Asset Management, LLC | 1,936 | $972.0K | 0.52% | −914−32.1% | Reduced |
| First Pacific Financial | 1,938 | $973.0K | 0.47% | +83+4.5% | Added |
| Wealth Management Partners, LLC | 2,000 | $977.0K | 0.67% | +83+4.3% | Added |
| My Personal CFO, LLC | 1,947 | $978.0K | 0.85% | +1,947 | New |
| FRG Family Wealth Advisors LLC | 1,953 | $981.0K | 0.18% | −252−11.4% | Reduced |
| Fort Point Capital Partners LLC | 1,958 | $983.0K | 0.14% | −41−2.1% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 1,959 | $984.0K | 0.36% | +341+21.1% | Added |
| Baker Boyer National Bank | 1,964 | $986.0K | 0.45% | +1,964 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,970 | $989.0K | 0.76% | +1,970 | New |
| Glassman Wealth Services | 1,975 | $992.0K | 0.18% | +165+9.1% | Added |
| Riverview Trust Co | 1,980 | $994.0K | 0.58% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,986 | $997.0K | 0.06% | +323+19.4% | Added |
| Am Investment Strategies LLC | 1,992 | $1.00M | 0.24% | +14+0.7% | Added |
| Riverwater Partners LLC | 1,993 | $1.00M | 0.89% | +1,993 | New |
| Smith, Salley & Associates | 1,997 | $1.00M | 0.07% | −46−2.3% | Reduced |
| Sunflower Bank, N.A. | 1,999 | $1.00M | 0.14% | −29−1.4% | Reduced |
| Epiq Partners, LLC | 2,000 | $1.00M | 0.54% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 2,002 | $1.00M | 0.57% | −60−2.9% | Reduced |
| Fosun International Ltd | 1,995 | $1.00M | 0.06% | +1,050+111.1% | Added |
| Cardiff Park Advisors, LLC | 2,004 | $1.01M | 0.13% | +2,004 | New |
| Wealth Enhancement Advisory Services, LLC | 2,148 | $1.01M | 0.01% | +201+10.3% | Added |
| American Money Management, LLC | 2,009 | $1.01M | 0.26% | +124+6.6% | Added |
| TCM Advisors, LLC | 2,016 | $1.01M | 0.89% | +2,016 | New |
| DAGCO, Inc. | 2,014 | $1.01M | 0.40% | +10.0% | Added |
| FSB Premier Wealth Management, Inc. | 2,033 | $1.02M | 0.43% | +224+12.4% | Added |
| Bluesphere Advisors, LLC | 2,034 | $1.02M | 0.85% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 2,036 | $1.02M | 0.84% | +2,036 | New |