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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 2,196 | $1.03M | 0.32% | +2,196 | New |
| Atlas Brown,Inc. | 2,049 | $1.03M | 0.40% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,050 | $1.03M | 1.12% | +2,050 | New |
| NTB Financial Corp | 2,053 | $1.03M | 0.72% | +2,053 | New |
| Centerpoint Advisors, LLC | 2,063 | $1.04M | 0.45% | −112−5.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,065 | $1.04M | 0.17% | −450−17.9% | Reduced |
| Prudent Man Advisors, LLC | 2,072 | $1.04M | 0.40% | −45−2.1% | Reduced |
| American State Bank (Iowa) | 2,074 | $1.04M | 0.72% | −100−4.6% | Reduced |
| Collective Family Office LLC | 2,081 | $1.04M | 0.41% | +18+0.9% | Added |
| Sweet Financial Partners, LLC | 2,087 | $1.05M | 0.43% | +2,087 | New |
| Kathmere Capital Management, LLC | 2,092 | $1.05M | 0.18% | −216−9.4% | Reduced |
| Safeguard Investment Advisory Group, LLC | 2,098 | $1.05M | 0.61% | −75−3.5% | Reduced |
| Sentinel Trust Co Lba | 2,100 | $1.05M | 0.13% | +2,100 | New |
| Thompson Siegel & Walmsley LLC | 2,110 | $1.06M | 0.01% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 2,110 | $1.06M | 0.51% | +25+1.2% | Added |
| Humankind Investments LLC | 2,111 | $1.06M | 0.43% | +164+8.4% | Added |
| Almanack Investment Partners, LLC. | 2,111 | $1.06M | 0.09% | +283+15.5% | Added |
| IVC Wealth Advisors LLC | 2,116 | $1.06M | 0.68% | −154−6.8% | Reduced |
| Private Capital Group, LLC | 2,117 | $1.06M | 0.23% | −197−8.5% | Reduced |
| Prentice Wealth Management LLC | 2,039 | $1.06M | 0.50% | −35−1.7% | Reduced |
| Perennial Investment Advisors, LLC | 2,117 | $1.07M | 0.33% | +72+3.5% | Added |
| Maxele Advisors, LLC | 2,126 | $1.07M | 1.23% | +2,126 | New |
| Bridgewater Advisors Inc. | 2,132 | $1.07M | 0.24% | −118−5.2% | Reduced |
| Meridian Financial Partners LLC | 2,321 | $1.07M | 0.73% | +150+6.9% | Added |
| Wealth Management Associates, Inc. | 2,139 | $1.07M | 0.58% | −516−19.4% | Reduced |
| Versor Investments LP | 2,143 | $1.08M | 0.03% | −243−10.2% | Reduced |
| Larson Financial Group LLC | 2,142 | $1.08M | 0.17% | +632+41.9% | Added |
| Pinnacle Bancorp, Inc. | 2,146 | $1.08M | 0.38% | +25+1.2% | Added |
| 1776 Wealth LLC | 2,150 | $1.08M | 0.58% | +24+1.1% | Added |
| Trustcore Financial Services, LLC | 2,157 | $1.08M | 0.12% | +8+0.4% | Added |
| Harvest Fund Management Co., Ltd | 2,143 | $1.08M | 0.18% | +872+68.6% | Added |
| Echo45 Advisors LLC | 2,160 | $1.08M | 0.87% | +2,160 | New |
| McDaniel Terry & Co | 2,172 | $1.09M | 0.11% | +115+5.6% | Added |
| Arcus Capital Partners, LLC | 2,173 | $1.09M | 0.37% | +1,064+95.9% | Added |
| Cladis Investment Advisory, LLC | 2,177 | $1.09M | 0.88% | +2,177 | New |
| Financial Engines Advisors L.L.C. | 2,182 | $1.10M | 0.00% | −519−19.2% | Reduced |
| Sargent Investment Group, LLC | 2,193 | $1.10M | 0.25% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 2,196 | $1.10M | 0.23% | +180+8.9% | Added |
| Asset Advisors Investment Management, LLC | 2,200 | $1.10M | 0.11% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 2,201 | $1.10M | 1.00% | +2,201 | New |
| Destination Wealth Management | 2,204 | $1.11M | 0.04% | +2,204 | New |
| ASB Consultores, LLC | 2,207 | $1.11M | 0.55% | +2,207 | New |
| Pure Financial Advisors, Inc. | 2,209 | $1.11M | 0.05% | +152+7.4% | Added |
| Journey Strategic Wealth LLC | 2,212 | $1.11M | 0.12% | +2,212 | New |
| Montecito Bank & Trust | 2,214 | $1.11M | 0.20% | +215+10.8% | Added |
| Ausdal Financial Partners, Inc. | 2,216 | $1.11M | 0.15% | −110−4.7% | Reduced |
| Financial Advisors Network, Inc. | 2,224 | $1.12M | 0.25% | 00.0% | Unchanged |
| Key Financial Inc | 2,237 | $1.12M | 0.56% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 2,239 | $1.12M | 0.17% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 2,243 | $1.13M | 0.43% | +2,243 | New |
| Fortis Capital Management LLC | 2,244 | $1.13M | 0.59% | +130+6.1% | Added |
| Summit Financial Wealth Advisors, LLC | 2,299 | $1.13M | 0.22% | −470−17.0% | Reduced |
| Cadence Bank NA | 2,252 | $1.13M | 0.31% | −209−8.5% | Reduced |
| Investment Partners, Ltd. | 2,257 | $1.13M | 0.46% | +129+6.1% | Added |
| Summit Wealth Partners, LLC | 2,258 | $1.13M | 0.24% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,259 | $1.13M | 0.26% | +150+7.1% | Added |
| Intellectus Partners, LLC | 2,260 | $1.14M | 0.29% | −64−2.8% | Reduced |
| Ssi Investment Management LLC | 2,256 | $1.14M | 0.07% | −5−0.2% | Reduced |
| Trinity Legacy Partners, LLC | 2,272 | $1.14M | 0.39% | +176+8.4% | Added |
| Arvest Trust Co N A | 2,272 | $1.14M | 0.06% | +2,272 | New |
| Westhampton Capital, LLC | 2,275 | $1.14M | 0.70% | +10+0.4% | Added |
| Hollencrest Capital Management | 2,278 | $1.14M | 0.09% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 2,281 | $1.15M | 0.16% | +2,281 | New |
| LVW Advisors, LLC | 2,284 | $1.15M | 0.20% | +338+17.4% | Added |
| Perritt Capital Management Inc | 2,295 | $1.15M | 0.60% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 2,296 | $1.15M | 0.57% | +120+5.5% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 2,427 | $1.15M | 0.74% | +2,427 | New |
| RSM US Wealth Management LLC | 2,303 | $1.16M | 0.06% | +190+9.0% | Added |
| XML Financial, LLC | 2,309 | $1.16M | 0.14% | −74−3.1% | Reduced |
| Quent Capital, LLC | 2,315 | $1.16M | 0.25% | +2,315 | New |
| Hallmark Capital Management Inc | 2,318 | $1.16M | 0.09% | −20−0.9% | Reduced |
| Semmax Financial Advisors Inc. | 2,323 | $1.17M | 0.43% | −755−24.5% | Reduced |
| Global Trust Asset Management, LLC | 2,335 | $1.17M | 0.46% | +731+45.6% | Added |
| E Fund Management Co., Ltd. | 2,337 | $1.17M | 0.04% | −53−2.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,340 | $1.18M | 0.53% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 2,342 | $1.18M | 0.64% | +43+1.9% | Added |
| Baldwin Brothers Inc | 2,349 | $1.18M | 0.12% | +33+1.4% | Added |
| Buckingham Strategic Partners | 2,351 | $1.18M | 0.25% | +2,351 | New |
| Kolinsky Wealth Management, LLC | 2,354 | $1.18M | 1.09% | +2,354 | New |
| Weinberger Asset Management, Inc | 2,365 | $1.19M | 0.97% | +2,365 | New |
| Crescent Capital Consulting, LLC | 2,369 | $1.19M | 0.20% | −100−4.1% | Reduced |
| Spirit of America Management Corp | 2,375 | $1.19M | 0.24% | 00.0% | Unchanged |
| One Capital Management, LLC | 2,376 | $1.19M | 0.09% | +556+30.5% | Added |
| Cornerstone Wealth Management, LLC | 2,331 | $1.20M | 0.11% | +996+74.6% | Added |
| 626 Financial, LLC | 2,384 | $1.20M | 0.73% | +2,384 | New |
| PBMares Wealth Management LLC | 2,390 | $1.20M | 0.51% | 00.0% | Unchanged |
| Bluestein R H & Co | 2,397 | $1.20M | 0.04% | −155−6.1% | Reduced |
| Aevitas Wealth Management, Inc. | 2,399 | $1.21M | 0.72% | −157−6.1% | Reduced |
| Rational Advisors LLC | 2,410 | $1.21M | 0.07% | −1,500−38.4% | Reduced |
| Uncommon Cents Investing LLC | 2,410 | $1.21M | 0.45% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,414 | $1.21M | 0.15% | +220+10.0% | Added |
| Apeiron RIA LLC | 2,414 | $1.21M | 0.50% | +2,414 | New |
| CoreFirst Bank & Trust | 2,415 | $1.21M | 0.78% | −10−0.4% | Reduced |
| Presidio Capital Management, LLC | 2,417 | $1.21M | 1.04% | +2,417 | New |
| TLWM | 2,420 | $1.22M | 0.41% | +123+5.4% | Added |
| Essex Savings Bank | 2,422 | $1.22M | 0.41% | −10−0.4% | Reduced |
| Monte Financial Group, LLC | 2,424 | $1.22M | 0.64% | −102−4.0% | Reduced |
| First Commonwealth Financial Corp | 2,426 | $1.22M | 0.39% | +3+0.1% | Added |
| Court Place Advisors, LLC | 2,427 | $1.22M | 0.34% | −100−4.0% | Reduced |
| Stock Yards Bank & Trust Co | 2,430 | $1.22M | 0.06% | +73+3.1% | Added |