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 |
|---|---|---|---|---|---|
| Red Cedar Investment Management, LLC | 4,265 | $2.14M | 0.26% | +862+25.3% | Added |
| Walter & Keenan Financial Consulting Co | 4,287 | $2.15M | 0.70% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,288 | $2.15M | 0.62% | +4,288 | New |
| Groesbeck Investment Management Corp | 4,310 | $2.16M | 2.75% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 4,316 | $2.17M | 1.22% | +30+0.7% | Added |
| Golden State Wealth Management, LLC | 4,319 | $2.17M | 0.37% | +1,719+66.1% | Added |
| Independent Financial Group, LLC | 4,321 | $2.17M | 0.18% | +249+6.1% | Added |
| Valmark Advisers, Inc. | 4,335 | $2.18M | 0.04% | +65+1.5% | Added |
| Kistler-Tiffany Companies, LLC | 4,337 | $2.18M | 0.43% | −87−2.0% | Reduced |
| Bell Bank | 4,363 | $2.19M | 0.25% | +163+3.9% | Added |
| Stratos Wealth Advisors, LLC | 4,363 | $2.19M | 0.16% | +889+25.6% | Added |
| Welch & Forbes LLC | 4,370 | $2.19M | 0.03% | +18+0.4% | Added |
| WD Rutherford LLC | 4,380 | $2.20M | 1.11% | −110−2.4% | Reduced |
| WP Advisors, LLC | 4,388 | $2.20M | 0.92% | +70+1.6% | Added |
| Compagnie Lombard Odier SCmA | 4,391 | $2.21M | 0.04% | −125−2.8% | Reduced |
| GraniteShares Advisors LLC | 4,393 | $2.21M | 1.02% | +4,393 | New |
| Manchester Capital Management LLC | 4,394 | $2.21M | 0.29% | +10.0% | Added |
| Altavista Wealth Management, Inc. | 4,401 | $2.21M | 0.45% | −10−0.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,406 | $2.21M | 0.87% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4,423 | $2.22M | 0.15% | +4,423 | New |
| Perfromance Wealth Partners, LLC | 4,426 | $2.22M | 0.09% | +4,426 | New |
| Ellis Investment Partners, LLC | 4,438 | $2.23M | 0.51% | −264−5.6% | Reduced |
| Washburn Capital Management, Inc. | 4,467 | $2.24M | 1.33% | +144+3.3% | Added |
| Keudell/Morrison Wealth Management | 4,476 | $2.25M | 0.89% | +114+2.6% | Added |
| Waycross Partners, LLC | 4,500 | $2.26M | 1.29% | 00.0% | Unchanged |
| Certified Advisory Corp | 4,545 | $2.28M | 0.50% | +3+0.1% | Added |
| Optas, LLC | 4,552 | $2.29M | 0.65% | +15+0.3% | Added |
| Miracle Mile Advisors, LLC | 4,564 | $2.29M | 0.09% | +257+6.0% | Added |
| Country Club Trust Company, n.a. | 4,549 | $2.29M | 0.18% | +110+2.5% | Added |
| Personal Cfo Solutions, LLC | 4,571 | $2.29M | 0.43% | −190−4.0% | Reduced |
| Aft, Forsyth & Sober, LLC | 4,575 | $2.30M | 0.81% | 00.0% | Unchanged |
| Wintrust Investments LLC | 4,576 | $2.30M | 0.22% | −160−3.4% | Reduced |
| Joel Isaacson & Co., LLC | 4,577 | $2.30M | 0.16% | +12+0.3% | Added |
| Roof Eidam & Maycock | 4,579 | $2.30M | 0.78% | +14+0.3% | Added |
| Insight Wealth Strategies, LLC | 4,589 | $2.31M | 0.33% | +460+11.1% | Added |
| Intact Investment Management Inc. | 4,600 | $2.31M | 0.06% | −400−8.0% | Reduced |
| Cito Capital Group, LLC | 4,600 | $2.31M | 0.96% | 00.0% | Unchanged |
| Ami Investment Management Inc | 4,603 | $2.31M | 0.95% | +11+0.2% | Added |
| Signature Wealth Management Group | 4,604 | $2.31M | 1.17% | +153+3.4% | Added |
| Affiance Financial, LLC | 4,606 | $2.31M | 0.97% | −69−1.5% | Reduced |
| Alaethes Wealth LLC | 4,617 | $2.32M | 1.46% | −92−2.0% | Reduced |
| Charles Carroll Financial Partners, LLC | 4,651 | $2.33M | 2.32% | +4,651 | New |
| WSFS Capital Management, LLC | 4,667 | $2.34M | 0.89% | −224−4.6% | Reduced |
| Means Investment Co., Inc. | 4,679 | $2.35M | 0.42% | +43+0.9% | Added |
| Holocene Advisors, LP | 4,706 | $2.36M | 0.01% | +4,706 | New |
| Frisch Financial Group, Inc. | 4,727 | $2.37M | 0.74% | −134−2.8% | Reduced |
| River Wealth Advisors LLC | 4,723 | $2.37M | 0.37% | +164+3.6% | Added |
| Northcape Wealth Management, LLC | 4,743 | $2.38M | 0.80% | +4,743 | New |
| RFG Advisory, LLC | 4,756 | $2.39M | 0.16% | −301−6.0% | Reduced |
| Liberty One Investment Management, LLC | 4,755 | $2.39M | 0.36% | +145+3.1% | Added |
| Cottage Street Advisors LLC | 4,771 | $2.40M | 1.36% | −50−1.0% | Reduced |
| Charles Schwab Trust Co | 4,778 | $2.40M | 0.39% | +85+1.8% | Added |
| Unigestion Holding SA | 4,786 | $2.40M | 0.10% | +986+25.9% | Added |
| Cape Ann Savings Bank | 4,789 | $2.40M | 1.45% | +160+3.5% | Added |
| Act Two Investors LLC | 4,797 | $2.41M | 1.90% | −57,285−92.3% | Reduced |
| Harvey Investment Co LLC | 4,805 | $2.41M | 0.28% | +90+1.9% | Added |
| Compton Capital Management Inc | 4,815 | $2.42M | 0.63% | 00.0% | Unchanged |
| Choate Investment Advisors | 4,836 | $2.43M | 0.14% | +2,244+86.6% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 4,894 | $2.46M | 0.43% | +1,771+56.7% | Added |
| Bay Rivers Group | 4,894 | $2.46M | 1.50% | −278−5.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,895 | $2.46M | 0.49% | +289+6.3% | Added |
| Regent Peak Wealth Advisors LLC | 4,914 | $2.47M | 0.67% | +3,356+215.4% | Added |
| Consilium Wealth Advisory, LLC | 4,942 | $2.48M | 1.61% | +4,942 | New |
| Finivi Inc. | 4,952 | $2.49M | 2.62% | +4,952 | New |
| Lineweaver Wealth Advisors, LLC | 5,036 | $2.53M | 0.73% | −13−0.3% | Reduced |
| Oak Asset Management, LLC | 5,051 | $2.54M | 0.97% | −29−0.6% | Reduced |
| Triangle Securities Wealth Management | 5,051 | $2.54M | 0.79% | −134−2.6% | Reduced |
| JNBA Financial Advisors | 5,076 | $2.55M | 0.31% | −43−0.8% | Reduced |
| 180 Wealth Advisors, LLC | 5,541 | $2.56M | 0.57% | +53+1.0% | Added |
| Glen Eagle Advisors, LLC | 5,092 | $2.56M | 0.67% | +844+19.9% | Added |
| Coastal Investment Advisors, Inc. | 5,104 | $2.56M | 0.56% | −123−2.4% | Reduced |
| Moser Wealth Advisors, LLC | 5,105 | $2.56M | 1.55% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 5,138 | $2.58M | 1.27% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 5,136 | $2.58M | 0.19% | −206−3.9% | Reduced |
| Malaga Cove Capital, LLC | 5,140 | $2.58M | 1.02% | −10.0% | Reduced |
| Capital City Trust Co | 5,150 | $2.59M | 0.73% | +87+1.7% | Added |
| NinePointTwo Capital | 5,153 | $2.59M | 0.83% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 5,177 | $2.60M | 1.28% | 00.0% | Unchanged |
| Highland Private Wealth Management | 5,206 | $2.61M | 0.33% | +112+2.2% | Added |
| Peachtree Investment Partners, LLC | 5,218 | $2.62M | 1.10% | +845+19.3% | Added |
| Sunbelt Securities, Inc. | 5,315 | $2.62M | 0.43% | −176−3.2% | Reduced |
| Trust Investment Advisors | 5,241 | $2.63M | 2.07% | +283+5.7% | Added |
| Circle Wealth Management, LLC | 5,261 | $2.64M | 0.34% | +10.0% | Added |
| Waypoint Capital Advisors, LLC | 5,283 | $2.65M | 1.82% | +5,283 | New |
| Cubist Systematic Strategies, LLC | 5,286 | $2.65M | 0.03% | −36,086−87.2% | Reduced |
| Northside Capital Management, LLC | 5,289 | $2.66M | 0.70% | −180−3.3% | Reduced |
| Modera Wealth Management, LLC | 5,298 | $2.66M | 0.10% | +3,992+305.7% | Added |
| Founders Financial Securities LLC | 5,300 | $2.66M | 0.48% | +28+0.5% | Added |
| Ingalls & Snyder LLC | 5,302 | $2.66M | 0.12% | +290+5.8% | Added |
| Marcum Wealth, LLC | 5,314 | $2.67M | 0.37% | −132−2.4% | Reduced |
| Smithfield Trust Co | 5,294 | $2.67M | 0.17% | −37−0.7% | Reduced |
| M&R Capital Management Inc | 5,331 | $2.68M | 0.55% | +89+1.7% | Added |
| HawsGoodwin Investment Management LLC | 5,363 | $2.69M | 0.78% | −25−0.5% | Reduced |
| Spears Abacus Advisors LLC | 5,368 | $2.69M | 0.18% | +482+9.9% | Added |
| Ashburton (Jersey) Ltd | 5,373 | $2.70M | 1.13% | +134+2.6% | Added |
| Van Den Berg Management I, Inc | 5,395 | $2.71M | 0.49% | −121−2.2% | Reduced |
| Lee Financial Co | 5,401 | $2.71M | 0.51% | −659−10.9% | Reduced |
| J.W. Cole Advisors, Inc. | 5,401 | $2.71M | 0.18% | +721+15.4% | Added |
| Peterson Financial Group, Inc. | 5,403 | $2.71M | 2.21% | +5,403 | New |
| Northeast Financial Group, Inc. | 5,412 | $2.72M | 1.59% | +170+3.2% | Added |