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 |
|---|---|---|---|---|---|
| Stony Point Wealth Management Inc. | 2,429 | $1.22M | 0.65% | +1,283+112.0% | Added |
| ARS Wealth Advisors Group, LLC | 2,434 | $1.22M | 0.21% | −285−10.5% | Reduced |
| Lederer & Associates Investment Counsel | 2,436 | $1.22M | 0.71% | +265+12.2% | Added |
| North Star Asset Management Inc | 2,445 | $1.23M | 0.06% | +150+6.5% | Added |
| DRW Securities, LLC | 2,449 | $1.23M | 0.11% | +2,449 | New |
| Strategy Asset Managers LLC | 2,451 | $1.23M | 0.32% | −825−25.2% | Reduced |
| Franklin Street Advisors Inc | 2,458 | $1.23M | 0.09% | −38−1.5% | Reduced |
| GFG Capital, LLC | 2,458 | $1.23M | 0.37% | +78+3.3% | Added |
| Cannell Peter B & Co Inc | 2,463 | $1.24M | 0.04% | +700+39.7% | Added |
| Wilson & Boucher Capital Management, LLC | 2,467 | $1.24M | 1.12% | +2,467 | New |
| Colonial River Wealth Management, LLC | 2,471 | $1.24M | 0.67% | +2,471 | New |
| Sutton Wealth Advisors Inc. | 2,484 | $1.25M | 0.42% | +3+0.1% | Added |
| Trillium Asset Management, LLC | 2,489 | $1.25M | 0.03% | +136+5.8% | Added |
| Clear Perspective Advisors, LLC | 2,492 | $1.25M | 0.38% | +324+14.9% | Added |
| Tilia Fiduciary Partners, Inc. | 2,496 | $1.25M | 1.01% | +2,496 | New |
| State of Wyoming | 2,507 | $1.26M | 0.59% | −629−20.1% | Reduced |
| KB Financial Partners, LLC | 2,523 | $1.27M | 0.36% | +11+0.4% | Added |
| RKL Wealth Management LLC | 2,524 | $1.27M | 0.15% | −277−9.9% | Reduced |
| Professional Financial Advisors, LLC | 2,528 | $1.27M | 0.55% | −4−0.2% | Reduced |
| LaFleur & Godfrey LLC | 2,545 | $1.28M | 0.16% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 2,726 | $1.28M | 0.88% | +2,726 | New |
| Adirondack Trust Co | 2,550 | $1.28M | 0.61% | +18+0.7% | Added |
| KFA Private Wealth Group, LLC | 2,551 | $1.28M | 0.64% | −81−3.1% | Reduced |
| BKD Wealth Advisors, LLC | 2,557 | $1.28M | 0.05% | −135−5.0% | Reduced |
| Advisor Resource Council | 2,572 | $1.29M | 0.10% | +2,018+364.3% | Added |
| Atlas Capital Advisors LLC | 2,575 | $1.29M | 0.19% | −88−3.3% | Reduced |
| Ellevest, Inc. | 2,588 | $1.30M | 0.12% | +161+6.6% | Added |
| First Pacific Advisors, LP | 2,595 | $1.30M | 0.02% | −1,490−36.5% | Reduced |
| Convergence Investment Partners, LLC | 2,594 | $1.30M | 0.66% | −91−3.4% | Reduced |
| Townsend Asset Management Corp | 2,594 | $1.30M | 0.62% | −10.0% | Reduced |
| Lake Street Financial LLC | 2,594 | $1.30M | 0.23% | +1,264+95.0% | Added |
| Ferris Capital, LLC | 2,601 | $1.31M | 0.28% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 2,601 | $1.31M | 0.58% | −219−7.8% | Reduced |
| Investment Advisory Services Inc | 2,611 | $1.31M | 0.72% | +76+3.0% | Added |
| Park National Corp | 2,611 | $1.31M | 0.05% | +235+9.9% | Added |
| Sand Hill Global Advisors, LLC | 2,612 | $1.31M | 0.07% | +112+4.5% | Added |
| Ropes Wealth Advisors LLC | 2,623 | $1.32M | 0.23% | +260+11.0% | Added |
| Gyroscope Capital Management Group, LLC | 2,626 | $1.32M | 0.47% | −1,227−31.8% | Reduced |
| Latitude Advisors, LLC | 2,627 | $1.32M | 0.37% | −27−1.0% | Reduced |
| IAM Advisory, LLC | 2,840 | $1.32M | 0.52% | +111+4.1% | Added |
| Seelaus Asset Management LLC | 2,631 | $1.32M | 0.72% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 2,635 | $1.32M | 0.11% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 2,648 | $1.33M | 0.59% | +42+1.6% | Added |
| Chesapeake Wealth Management | 2,650 | $1.33M | 0.45% | −109−4.0% | Reduced |
| Paradigm Financial Advisors, LLC | 2,650 | $1.33M | 0.29% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 2,652 | $1.33M | 0.11% | +23+0.9% | Added |
| ProVise Management Group, LLC | 2,658 | $1.33M | 0.12% | −6−0.2% | Reduced |
| Lindbrook Capital, LLC | 2,660 | $1.34M | 0.20% | +1,157+77.0% | Added |
| Pennsylvania Capital Management Inc | 2,662 | $1.34M | 0.46% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2,685 | $1.35M | 0.14% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 2,688 | $1.35M | 0.04% | +192+7.7% | Added |
| Bassett Hargrove Investment Counsel, LLC | 2,690 | $1.35M | 1.95% | +10+0.4% | Added |
| Simplify Asset Management Inc. | 2,705 | $1.36M | 0.17% | +2,705 | New |
| Carroll Financial Associates, Inc. | 2,723 | $1.36M | 0.07% | −75−2.7% | Reduced |
| Cornerstone Advisory, LLC | 2,713 | $1.36M | 0.20% | +48+1.8% | Added |
| BCGM Wealth Management, LLC | 2,715 | $1.36M | 0.73% | +327+13.7% | Added |
| Sterling Investment Management, Inc. | 2,717 | $1.36M | 0.85% | −16−0.6% | Reduced |
| CPWM, LLC | 3,493 | $1.36M | 0.11% | +3,493 | New |
| IMS Capital Management | 2,721 | $1.37M | 0.70% | +23+0.9% | Added |
| Titleist Asset Management, Ltd. | 2,720 | $1.37M | 0.27% | +2,720 | New |
| Commons Capital, LLC | 2,725 | $1.37M | 1.36% | +2,725 | New |
| Prestige Wealth Management Group LLC | 2,726 | $1.37M | 0.33% | +79+3.0% | Added |
| Claraphi Advisory Network, LLC | 2,731 | $1.37M | 0.48% | −359−11.6% | Reduced |
| Cahaba Wealth Management, Inc. | 2,738 | $1.38M | 0.18% | +49+1.8% | Added |
| Copperwynd Financial, LLC | 2,740 | $1.38M | 0.52% | +141+5.4% | Added |
| Willner & Heller, LLC | 3,527 | $1.38M | 1.83% | +3,527 | New |
| Regal Investment Advisors LLC | 2,749 | $1.38M | 0.12% | +182+7.1% | Added |
| Opal Wealth Advisors, LLC | 2,753 | $1.38M | 0.87% | +351+14.6% | Added |
| Founders Financial Alliance, LLC | 2,752 | $1.38M | 0.56% | +2,051+292.6% | Added |
| Gries Financial LLC | 2,756 | $1.38M | 0.57% | −2,352−46.0% | Reduced |
| St. Johns Investment Management Company, LLC | 2,757 | $1.38M | 0.70% | −90−3.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,760 | $1.39M | 0.23% | +248+9.9% | Added |
| Allred Capital Management, LLC | 2,767 | $1.39M | 0.67% | −113−3.9% | Reduced |
| Blueprint Investment Partners LLC | 2,769 | $1.39M | 0.34% | +1,200+76.5% | Added |
| Peak Asset Management, LLC | 2,781 | $1.40M | 0.32% | −64−2.2% | Reduced |
| Cim, LLC | 3,071 | $1.40M | 0.26% | −169−5.2% | Reduced |
| Vivaldi Capital Management, LLC | 2,795 | $1.40M | 0.33% | +406+17.0% | Added |
| Foster Group, Inc. | 2,801 | $1.41M | 0.12% | +335+13.6% | Added |
| Herold Advisors, Inc. | 2,805 | $1.41M | 0.55% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,808 | $1.41M | 1.04% | −3,929−58.3% | Reduced |
| MJP Associates Inc | 2,811 | $1.41M | 0.43% | −379−11.9% | Reduced |
| Avidian Wealth Solutions, LLC | 2,818 | $1.42M | 0.09% | +979+53.2% | Added |
| Kensington Investment Counsel, LLC | 2,833 | $1.42M | 0.83% | +2,833 | New |
| Evermay Wealth Management LLC | 2,841 | $1.43M | 0.25% | −180−6.0% | Reduced |
| Mason & Associates Inc | 2,841 | $1.43M | 0.43% | +2,841 | New |
| Tandem Capital Management Corp | 2,843 | $1.43M | 0.82% | +36+1.3% | Added |
| Patton Albertson Miller Group, LLC | 2,853 | $1.43M | 0.23% | +149+5.5% | Added |
| Zullo Investment Group, Inc. | 2,855 | $1.43M | 0.74% | +2,855 | New |
| Cedar Brook Financial Partners, LLC | 2,859 | $1.44M | 0.37% | +114+4.2% | Added |
| Tiemann Investment Advisors, LLC | 2,861 | $1.44M | 0.61% | +113+4.1% | Added |
| Copperleaf Capital, LLC | 2,872 | $1.44M | 1.25% | −205−6.7% | Reduced |
| Jump Financial, LLC | 2,894 | $1.45M | 0.09% | +2,894 | New |
| Horizon Wealth Management, LLC | 2,902 | $1.46M | 0.42% | +2,902 | New |
| Bank of Stockton | 2,903 | $1.46M | 0.43% | +290+11.1% | Added |
| Graypoint LLC | 2,906 | $1.46M | 0.15% | +675+30.3% | Added |
| MinichMacGregor Wealth Management, LLC | 2,909 | $1.46M | 0.44% | −38−1.3% | Reduced |
| Tobam | 2,913 | $1.46M | 0.07% | −253−8.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 2,920 | $1.47M | 0.14% | +6+0.2% | Added |
| Nwam LLC | 2,924 | $1.47M | 0.12% | +504+20.8% | Added |
| Orrstown Financial Services Inc | 3,107 | $1.47M | 2.25% | −340−9.9% | Reduced |