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 |
|---|---|---|---|---|---|
| Mission Creek Capital Partners, Inc. | 3,463 | $1.74M | 0.35% | +166+5.0% | Added |
| Alta Wealth Advisors LLC | 3,464 | $1.74M | 1.07% | +767+28.4% | Added |
| AlphaCrest Capital Management LLC | 3,480 | $1.75M | 0.06% | −14,268−80.4% | Reduced |
| Leisure Capital Management | 3,484 | $1.75M | 0.81% | +96+2.8% | Added |
| Benchmark Investment Advisors LLC | 3,485 | $1.75M | 1.44% | +3,485 | New |
| Mountain Capital Investment Advisors, Inc | 3,736 | $1.75M | 0.79% | +782+26.5% | Added |
| Aspiriant, LLC | 3,486 | $1.75M | 0.09% | +706+25.4% | Added |
| Keel Point, LLC | 3,495 | $1.75M | 0.25% | −93−2.6% | Reduced |
| Scott Investment Partners LLP | 3,500 | $1.76M | 1.10% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 3,506 | $1.76M | 0.11% | +545+18.4% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 3,769 | $1.76M | 0.28% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 3,511 | $1.76M | 0.17% | +2,220+172.0% | Added |
| Domani Wealth, LLC | 3,517 | $1.77M | 0.35% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3,521 | $1.77M | 0.43% | +73+2.1% | Added |
| Laffer Tengler Investments | 3,523 | $1.77M | 0.51% | +422+13.6% | Added |
| Legacy Bridge, LLC | 3,526 | $1.77M | 0.92% | −18−0.5% | Reduced |
| Goepper Burkhardt LLC | 3,527 | $1.77M | 1.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 3,527 | $1.77M | 0.25% | +1,772+101.0% | Added |
| Cribstone Capital Management, LLC | 3,529 | $1.77M | 0.98% | +10.0% | Added |
| Hancock Whitney Investment Services Inc. | 3,444 | $1.78M | 0.31% | +3,444 | New |
| JGP Global Gestao de Recursos Ltda. | 3,557 | $1.79M | 0.83% | −6−0.2% | Reduced |
| International Assets Investment Management, LLC | 3,560 | $1.79M | 0.31% | +177+5.2% | Added |
| CFO4Life Group, LLC | 3,564 | $1.79M | 0.37% | +558+18.6% | Added |
| Columbia Trust Co 01012016 | 4,583 | $1.79M | 0.95% | 00.0% | Unchanged |
| Claro Advisors LLC | 3,568 | $1.79M | 0.64% | +182+5.4% | Added |
| Cordatus Wealth Management LLC | 3,578 | $1.80M | 0.53% | +293+8.9% | Added |
| Amica Retiree Medical Trust | 3,590 | $1.80M | 1.53% | −193−5.1% | Reduced |
| Eagle Rock Investment Company, LLC | 3,595 | $1.80M | 0.35% | +3,595 | New |
| Cobblestone Capital Advisors LLC | 3,600 | $1.81M | 0.12% | −88−2.4% | Reduced |
| Nations Financial Group Inc, | 3,600 | $1.81M | 0.24% | +321+9.8% | Added |
| San Luis Wealth Advisors LLC | 3,600 | $1.81M | 1.84% | +466+14.9% | Added |
| KC Investment Advisors, LLC | 3,611 | $1.81M | 1.22% | −64−1.7% | Reduced |
| Trustmark National Bank Trust Department | 3,618 | $1.82M | 0.14% | +110+3.1% | Added |
| LeJeune Puetz Investment Counsel LLC | 3,621 | $1.82M | 0.61% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 3,633 | $1.82M | 0.55% | −74−2.0% | Reduced |
| Magnus Financial Group LLC | 3,633 | $1.82M | 0.35% | +14+0.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,634 | $1.82M | 0.09% | +723+24.8% | Added |
| Cavalier Investments, LLC | 3,644 | $1.83M | 0.48% | −193−5.0% | Reduced |
| Fort, L.P. | 3,661 | $1.84M | 0.60% | −371−9.2% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,665 | $1.84M | 0.93% | −235−6.0% | Reduced |
| Bremer Bank National Association | 3,666 | $1.84M | 0.30% | −127−3.3% | Reduced |
| Parkside Financial Bank & Trust | 3,668 | $1.84M | 0.45% | +1,742+90.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 3,676 | $1.85M | 0.35% | +1,121+43.9% | Added |
| Castleview Partners, LLC | 929,089 | $1.85M | 0.02% | +929,089 | New |
| Journey Advisory Group, LLC | 3,686 | $1.85M | 0.51% | +381+11.5% | Added |
| Vista Investment Management | 3,687 | $1.85M | 1.01% | −119−3.1% | Reduced |
| Financial Perspectives, Inc | 3,689 | $1.85M | 0.88% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,697 | $1.86M | 0.37% | −564−13.2% | Reduced |
| RB Capital Management, LLC | 3,712 | $1.86M | 0.58% | +249+7.2% | Added |
| Castle Rock Wealth Management, LLC | 4,094 | $1.89M | 0.77% | +43+1.1% | Added |
| Kozak & Associates, Inc. | 3,855 | $1.90M | 1.21% | +309+8.7% | Added |
| Lavaca Capital LLC | 3,777 | $1.90M | 0.84% | −100−2.6% | Reduced |
| FOCUS Wealth Advisors, LLC | 3,785 | $1.90M | 1.14% | +124+3.4% | Added |
| Arete Wealth Advisors, LLC | 3,794 | $1.91M | 0.16% | −2−0.1% | Reduced |
| Boston Family Office LLC | 3,796 | $1.91M | 0.12% | +577+17.9% | Added |
| Arthur M. Cohen & Associates, LLC | 3,810 | $1.91M | 0.36% | −780−17.0% | Reduced |
| MMBG Investment Advisors Co. | 3,810 | $1.91M | 0.18% | +3,810 | New |
| Sierra Capital LLC | 3,814 | $1.92M | 0.29% | +124+3.4% | Added |
| Beacon Financial Group | 3,827 | $1.92M | 0.25% | −814−17.5% | Reduced |
| IHT Wealth Management, LLC | 3,837 | $1.93M | 0.14% | +345+9.9% | Added |
| Quest Capital Management Inc | 3,842 | $1.93M | 0.33% | +242+6.7% | Added |
| Alps Advisors Inc | 3,848 | $1.93M | 0.02% | −298−7.2% | Reduced |
| Bank Hapoalim BM | 3,848 | $1.93M | 0.19% | +375+10.8% | Added |
| Guardian Wealth Advisors, LLC | 3,860 | $1.94M | 0.83% | +3,860 | New |
| North Star Investment Management Corp. | 3,867 | $1.94M | 0.14% | +32+0.8% | Added |
| Fullerton Fund Management Co Ltd. | 3,892 | $1.95M | 0.10% | +3,892 | New |
| Rede Wealth, LLC | 3,899 | $1.96M | 0.98% | +2+0.1% | Added |
| Van Hulzen Asset Management, LLC | 3,900 | $1.96M | 0.21% | +189+5.1% | Added |
| First Nebraska Trust Co | 3,910 | $1.96M | 0.24% | +5+0.1% | Added |
| Warren Averett Asset Management, LLC | 4,117 | $1.97M | 0.17% | +137+3.4% | Added |
| IFG Advisory, LLC | 3,962 | $1.99M | 0.19% | +98+2.5% | Added |
| Sound View Wealth Advisors Group, LLC | 3,971 | $1.99M | 0.38% | −3−0.1% | Reduced |
| First Business Financial Services, Inc. | 3,989 | $2.00M | 0.21% | +74+1.9% | Added |
| WealthShield Partners, LLC | 3,990 | $2.00M | 0.33% | +327+8.9% | Added |
| Stableford Capital II LLC | 4,335 | $2.00M | 0.84% | +297+7.4% | Added |
| Sheets Smith Investment Management | 3,991 | $2.00M | 1.42% | +3,991 | New |
| HWG Holdings LP | 3,994 | $2.01M | 0.94% | +3,994 | New |
| StoneX Group Inc. | 3,999 | $2.01M | 0.23% | +739+22.7% | Added |
| Ascendant Capital Management, LLC | 4,000 | $2.01M | 1.59% | −1,000−20.0% | Reduced |
| Viking Fund Management LLC | 4,000 | $2.01M | 0.53% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 4,016 | $2.02M | 0.21% | +28+0.7% | Added |
| Accretive Wealth Partners, LLC | 4,029 | $2.02M | 1.29% | +90+2.3% | Added |
| Ifrah Financial Services, Inc. | 4,046 | $2.03M | 0.54% | −15−0.4% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 4,063 | $2.04M | 0.11% | +243+6.4% | Added |
| Reuter James Wealth Management, LLC | 4,062 | $2.04M | 0.78% | +4,062 | New |
| Red Cedar Capital, LLC | 4,066 | $2.04M | 1.16% | 00.0% | Unchanged |
| Laraway Financial Inc | 4,070 | $2.04M | 1.82% | +4,070 | New |
| Intrua Financial, LLC | 4,092 | $2.06M | 0.36% | −144−3.4% | Reduced |
| Oakworth Capital, Inc. | 4,091 | $2.06M | 0.17% | +407+11.0% | Added |
| Crescent Grove Advisors, LLC | 4,103 | $2.06M | 0.19% | +2,858+229.6% | Added |
| Archford Capital Strategies, LLC | 4,107 | $2.06M | 0.47% | +319+8.4% | Added |
| Simmons Bank | 4,122 | $2.07M | 0.14% | −234−5.4% | Reduced |
| MidWestOne Financial Group, Inc. | 4,127 | $2.07M | 0.43% | −11−0.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 4,135 | $2.08M | 1.57% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 4,135 | $2.08M | 1.47% | +4,135 | New |
| Hudson Canyon Capital Management | 4,159 | $2.09M | 1.52% | −206−4.7% | Reduced |
| Money Concepts Capital Corp | 4,168 | $2.09M | 0.18% | +4,168 | New |
| US Asset Management LLC | 4,193 | $2.10M | 2.01% | −4−0.1% | Reduced |
| QP Wealth Management, LLC | 4,203 | $2.11M | 2.24% | −11−0.3% | Reduced |
| Perpetual Investment Management Ltd | 4,256 | $2.14M | 0.25% | 00.0% | Unchanged |