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 |
|---|---|---|---|---|---|
| Baldwin Investment Management, LLC | 2,935 | $1.47M | 0.39% | −145−4.7% | Reduced |
| Childress Capital Advisors, LLC | 2,940 | $1.48M | 0.61% | −360−10.9% | Reduced |
| Tolleson Wealth Management, Inc. | 2,942 | $1.48M | 0.40% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 2,943 | $1.48M | 0.40% | +407+16.0% | Added |
| Financial Advocates Investment Management | 2,948 | $1.48M | 0.11% | +315+12.0% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 2,956 | $1.48M | 1.00% | +23+0.8% | Added |
| Trust Co of Toledo NA | 2,967 | $1.49M | 0.22% | −46−1.5% | Reduced |
| PDS Planning, Inc | 2,978 | $1.50M | 0.29% | −13−0.4% | Reduced |
| Paloma Partners Management Co | 2,983 | $1.50M | 0.05% | −35,765−92.3% | Reduced |
| 44 Wealth Management LLC | 2,990 | $1.50M | 0.52% | −50−1.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,990 | $1.50M | 0.53% | −17−0.6% | Reduced |
| California First Leasing Corp | 2,989 | $1.50M | 0.75% | +2,989 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,000 | $1.51M | 0.64% | −1,000−25.0% | Reduced |
| Hunter Associates Investment Management LLC | 3,000 | $1.51M | 0.43% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.51M | 0.46% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3,004 | $1.51M | 0.25% | +10+0.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,007 | $1.51M | 0.56% | +3,007 | New |
| Wambolt & Associates, LLC | 3,015 | $1.51M | 0.55% | +387+14.7% | Added |
| LVM Capital Management Ltd | 3,017 | $1.51M | 0.20% | −30−1.0% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,023 | $1.52M | 0.91% | +3,023 | New |
| Altrafin AG | 3,024 | $1.52M | 0.55% | +3,024 | New |
| Carolinas Wealth Consulting LLC | 3,036 | $1.52M | 0.33% | −19−0.6% | Reduced |
| HMS Capital Management, LLC | 3,040 | $1.53M | 0.67% | −67−2.2% | Reduced |
| Westside Investment Management, Inc. | 3,039 | $1.53M | 0.02% | −2−0.1% | Reduced |
| Droms Strauss Advisors Inc | 3,046 | $1.53M | 0.68% | +1,594+109.8% | Added |
| SRB Corp | 3,055 | $1.53M | 0.08% | −952−23.8% | Reduced |
| S. R. Schill & Associates | 3,056 | $1.53M | 0.61% | 00.0% | Unchanged |
| Rothschild Investment Corp | 3,062 | $1.54M | 0.12% | −50−1.6% | Reduced |
| Financial Network Wealth Management LLC | 3,074 | $1.54M | 0.78% | −103−3.2% | Reduced |
| CRA Financial Services, LLC | 3,075 | $1.54M | 0.46% | +48+1.6% | Added |
| Confluence Wealth Services, Inc. | 3,077 | $1.54M | 0.50% | +3,077 | New |
| Godshalk Welsh Capital Management, Inc. | 3,080 | $1.55M | 0.88% | 00.0% | Unchanged |
| Empowered Funds, LLC | 3,086 | $1.55M | 0.17% | +1,754+131.7% | Added |
| Platform Technology Partners | 3,088 | $1.55M | 0.68% | +48+1.6% | Added |
| Globeflex Capital L P | 3,088 | $1.55M | 0.32% | −127−4.0% | Reduced |
| Covenant Partners, LLC | 3,097 | $1.55M | 0.58% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 3,100 | $1.56M | 0.59% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 3,103 | $1.56M | 0.63% | −59−1.9% | Reduced |
| Enterprise Financial Services Corp | 3,102 | $1.56M | 0.24% | +14+0.5% | Added |
| Capital Asset Advisory Services LLC | 3,109 | $1.56M | 0.17% | −92−2.9% | Reduced |
| Mechanics Financial Corp | 3,118 | $1.57M | 0.74% | +3,118 | New |
| Garrison Point Advisors, LLC | 3,121 | $1.57M | 1.04% | +5+0.2% | Added |
| SC&H Financial Advisors, Inc. | 3,125 | $1.57M | 0.87% | +3,125 | New |
| Harfst & Associates, Inc. | 3,131 | $1.57M | 0.40% | +156+5.2% | Added |
| FLC Capital Advisors | 3,132 | $1.57M | 0.44% | −20−0.6% | Reduced |
| Continuum Advisory, LLC | 3,137 | $1.57M | 0.35% | +2+0.1% | Added |
| Bar Harbor Trust Services | 3,139 | $1.58M | 0.42% | −14−0.4% | Reduced |
| Leonteq Securities AG | 3,160 | $1.59M | 0.07% | −1,559−33.0% | Reduced |
| Cambridge Advisors Inc. | 3,173 | $1.59M | 0.36% | −230−6.8% | Reduced |
| Harvest Volatility Management LLC | 3,173 | $1.59M | 0.08% | +3,173 | New |
| Requisite Capital Management, LLC | 3,180 | $1.60M | 0.50% | +2,250+241.9% | Added |
| Washington Capital Management Inc | 3,188 | $1.60M | 1.30% | −47−1.5% | Reduced |
| Mayflower Financial Advisors, LLC | 3,199 | $1.61M | 0.21% | −26−0.8% | Reduced |
| Highview Capital Management LLC | 3,199 | $1.61M | 1.04% | +3,199 | New |
| Investment Management of Virginia LLC | 3,200 | $1.61M | 0.26% | +23+0.7% | Added |
| Aries Wealth Management | 3,204 | $1.61M | 0.61% | +56+1.8% | Added |
| Proficio Capital Partners LLC | 3,206 | $1.61M | 0.22% | −305−8.7% | Reduced |
| Davidson Capital Management Inc. | 3,215 | $1.61M | 0.88% | +96+3.1% | Added |
| Morris Retirement Advisors, LLC | 3,218 | $1.62M | 1.25% | +9+0.3% | Added |
| Buffington Mohr McNeal | 3,220 | $1.62M | 0.28% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,223 | $1.62M | 0.22% | +144+4.7% | Added |
| Gitterman Wealth Management, LLC | 3,226 | $1.62M | 1.20% | +288+9.8% | Added |
| Royal Harbor Partners, LLC | 3,228 | $1.62M | 1.03% | +91+2.9% | Added |
| Brandywine Oak Private Wealth LLC | 3,231 | $1.62M | 0.18% | +65+2.1% | Added |
| Whitener Capital Management, Inc. | 3,232 | $1.62M | 0.58% | −133−4.0% | Reduced |
| V Wealth Advisors LLC | 3,233 | $1.62M | 0.24% | −80−2.4% | Reduced |
| Perigon Wealth Management, LLC | 3,264 | $1.64M | 0.12% | +266+8.9% | Added |
| Lakeview Capital Partners, LLC | 3,269 | $1.64M | 0.96% | −244−6.9% | Reduced |
| BigSur Wealth Management LLC | 3,269 | $1.64M | 0.64% | +129+4.1% | Added |
| Marion Wealth Management | 3,278 | $1.65M | 0.78% | +3,278 | New |
| Vectors Research Management, LLC | 3,279 | $1.65M | 0.35% | +4+0.1% | Added |
| HNP Capital LLC | 3,279 | $1.65M | 0.37% | +4+0.1% | Added |
| Curbstone Financial Management Corp | 3,282 | $1.65M | 0.29% | 00.0% | Unchanged |
| Thomas White International Ltd | 3,283 | $1.65M | 0.26% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 3,285 | $1.65M | 0.17% | −143−4.2% | Reduced |
| CSU Producer Resources, Inc. | 3,300 | $1.66M | 5.95% | 00.0% | Unchanged |
| Hartline Investment Corp | 3,306 | $1.66M | 0.23% | +1,857+128.2% | Added |
| Capital Investment Advisory Services, LLC | 3,321 | $1.67M | 0.20% | +4+0.1% | Added |
| Cahill Financial Advisors Inc | 3,325 | $1.67M | 0.32% | −168−4.8% | Reduced |
| NVWM, LLC | 3,325 | $1.67M | 0.52% | +34+1.0% | Added |
| SeaCrest Wealth Management, LLC | 3,336 | $1.68M | 0.18% | +63+1.9% | Added |
| Paradigm Asset Management Co LLC | 3,345 | $1.68M | 0.42% | −200−5.6% | Reduced |
| Evernest Financial Advisors, LLC | 3,243 | $1.68M | 0.87% | +3,243 | New |
| Tiedemann Advisors, LLC | 3,352 | $1.68M | 0.08% | −10.0% | Reduced |
| Heron Financial Group, LLC | 3,599 | $1.69M | 0.91% | −49−1.3% | Reduced |
| Boston Common Asset Management, LLC | 3,362 | $1.69M | 0.07% | +205+6.5% | Added |
| Wealth Effects LLC | 3,371 | $1.69M | 0.70% | +3,371 | New |
| Defined Wealth Management, LLC | 3,374 | $1.69M | 1.38% | 00.0% | Unchanged |
| Intersect Capital LLC | 3,380 | $1.70M | 0.31% | −246−6.8% | Reduced |
| Fiduciary Group LLC | 3,386 | $1.70M | 0.19% | −10−0.3% | Reduced |
| Deseret Mutual Benefit Administrators | 3,397 | $1.71M | 0.29% | +22+0.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,401 | $1.71M | 0.02% | −12−0.4% | Reduced |
| FORA Capital, LLC | 3,402 | $1.71M | 0.66% | +3,402 | New |
| 9258 Wealth Management, LLC | 3,407 | $1.71M | 0.39% | +461+15.6% | Added |
| Ativo Capital Management LLC | 3,432 | $1.72M | 0.76% | +73+2.2% | Added |
| Brand Asset Management Group, Inc. | 3,440 | $1.73M | 0.78% | −143−4.0% | Reduced |
| Independent Investors Inc | 3,440 | $1.73M | 0.37% | −10−0.3% | Reduced |
| Pettee Investors, Inc. | 3,440 | $1.73M | 0.72% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,447 | $1.73M | 0.40% | +117+3.5% | Added |
| Edge Capital Group, LLC | 3,448 | $1.73M | 0.12% | +282+8.9% | Added |