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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| GM Advisory Group, Inc. | 5,418 | $2.72M | 0.24% | +7+0.1% | Added |
| Hartford Financial Management Inc. | 5,439 | $2.73M | 0.64% | −83−1.5% | Reduced |
| Gofen & Glossberg LLC | 5,443 | $2.73M | 0.06% | −96−1.7% | Reduced |
| Eisler Capital (UK) Ltd. | 5,449 | $2.74M | 0.36% | −6,900−55.9% | Reduced |
| Bigelow Investment Advisors, LLC | 5,461 | $2.74M | 1.25% | +141+2.7% | Added |
| Platte River Wealth Advisors, LLC | 5,862 | $2.75M | 0.94% | −5−0.1% | Reduced |
| Legacy Private Trust Co. | 5,476 | $2.75M | 0.21% | −79−1.4% | Reduced |
| Richwood Investment Advisors, LLC | 5,491 | $2.76M | 2.41% | +5,491 | New |
| Seeyond | 5,493 | $2.76M | 0.26% | −38−0.7% | Reduced |
| Valley National Advisers Inc | 5,496 | $2.76M | 0.51% | −3,762−40.6% | Reduced |
| Charter Trust Co | 5,499 | $2.76M | 0.23% | −348−6.0% | Reduced |
| Strategic Global Advisors, LLC | 5,499 | $2.76M | 0.36% | +448+8.9% | Added |
| ARGI Investment Services, LLC | 5,514 | $2.77M | 0.08% | +12+0.2% | Added |
| Oarsman Capital, Inc. | 5,528 | $2.78M | 1.09% | −27−0.5% | Reduced |
| Brown Miller Wealth Management, LLC | 5,531 | $2.78M | 1.59% | +72+1.3% | Added |
| Fluent Financial, LLC | 5,549 | $2.79M | 1.13% | −153−2.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,573 | $2.80M | 0.60% | −40−0.7% | Reduced |
| Proquility Private Wealth Partners, LLC | 5,761 | $2.80M | 0.99% | +5,761 | New |
| Shepherd Financial Partners LLC | 5,572 | $2.81M | 0.49% | +146+2.7% | Added |
| Somerset Trust Co | 5,593 | $2.81M | 1.02% | +340+6.5% | Added |
| E&G Advisors, LP | 5,599 | $2.81M | 0.70% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 5,602 | $2.81M | 1.60% | +273+5.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,641 | $2.83M | 1.25% | +95+1.7% | Added |
| SkyView Investment Advisors, LLC | 43,124 | $2.83M | 0.64% | +37,445+659.4% | Added |
| Avantax Planning Partners, Inc. | 5,650 | $2.84M | 0.12% | +312+5.8% | Added |
| Financial Advisory Service, Inc. | 5,650 | $2.84M | 0.26% | +641+12.8% | Added |
| Flagship Harbor Advisors, LLC | 5,655 | $2.84M | 0.27% | +636+12.7% | Added |
| Alta Capital Management LLC | 5,665 | $2.85M | 0.15% | +1,219+27.4% | Added |
| GPS Wealth Strategies Group, LLC | 5,682 | $2.85M | 0.63% | +2,376+71.9% | Added |
| Inscription Capital, LLC | 5,683 | $2.85M | 0.78% | +1,504+36.0% | Added |
| Leeward Financial Partners, LLC | 5,696 | $2.86M | 1.79% | +5,696 | New |
| Eqis Capital Management, Inc. | 5,701 | $2.86M | 0.21% | −276−4.6% | Reduced |
| Transcend Wealth Collective, LLC | 5,705 | $2.86M | 0.25% | +1,011+21.5% | Added |
| FourThought Financial, LLC | 5,710 | $2.87M | 0.36% | −1,080−15.9% | Reduced |
| Windsor Group LTD | 5,849 | $2.87M | 0.53% | +329+6.0% | Added |
| Regency Capital Management Inc. | 5,718 | $2.87M | 1.83% | +653+12.9% | Added |
| Wolverine Trading, LLC | 5,731 | $2.89M | 0.04% | +1,778+45.0% | Added |
| Dempze Nancy E | 5,763 | $2.89M | 1.95% | +261+4.7% | Added |
| Townsend & Associates, Inc | 6,179 | $2.90M | 1.59% | +16+0.3% | Added |
| Sugarloaf Wealth Management, LLC | 5,797 | $2.91M | 0.69% | +132+2.3% | Added |
| Summit Financial, LLC | 5,799 | $2.91M | 0.22% | +1,478+34.2% | Added |
| Menard Financial Group LLC | 5,824 | $2.92M | 2.40% | +52+0.9% | Added |
| Blueshift Asset Management, LLC | 5,825 | $2.92M | 0.26% | −25,714−81.5% | Reduced |
| Sendero Wealth Management, LLC | 5,828 | $2.93M | 1.30% | +5,828 | New |
| DCM Advisors, LLC | 5,831 | $2.93M | 0.86% | +1,253+27.4% | Added |
| Doliver Advisors, LP | 6,077 | $2.94M | 0.93% | −1,482−19.6% | Reduced |
| Algert Global LLC | 5,877 | $2.95M | 0.37% | +3,676+167.0% | Added |
| Occidental Asset Management, LLC | 5,886 | $2.96M | 0.70% | +124+2.2% | Added |
| Berkshire Bank | 5,898 | $2.96M | 0.66% | +2,363+66.8% | Added |
| Wealth Architects, LLC | 5,911 | $2.97M | 0.52% | +12+0.2% | Added |
| Burns J W & Co Inc | 5,943 | $2.98M | 0.43% | +194+3.4% | Added |
| Stokes Family Office, LLC | 5,954 | $2.99M | 0.37% | +330+5.9% | Added |
| Okabena Investment Services Inc | 5,986 | $3.01M | 1.14% | +5,164+628.2% | Added |
| Van Cleef Asset Management,Inc | 5,989 | $3.01M | 0.42% | −637−9.6% | Reduced |
| KCS Wealth Advisory | 5,988 | $3.01M | 1.21% | +110+1.9% | Added |
| Atlas Private Wealth Management | 5,997 | $3.01M | 1.68% | −204−3.3% | Reduced |
| Monetta Financial Services Inc | 6,000 | $3.01M | 2.33% | 00.0% | Unchanged |
| Ally Financial Inc. | 6,000 | $3.01M | 0.28% | +6,000 | New |
| Rehmann Capital Advisory Group | 6,005 | $3.02M | 0.28% | −43−0.7% | Reduced |
| Dohj, LLC | 6,014 | $3.02M | 1.35% | −432−6.7% | Reduced |
| Notis-McConarty Edward | 6,026 | $3.02M | 1.01% | +5+0.1% | Added |
| Freedom Day Solutions, LLC | 6,031 | $3.03M | 1.22% | −93−1.5% | Reduced |
| BFSG, LLC | 6,055 | $3.04M | 0.42% | +2,100+53.1% | Added |
| PFG Advisors | 6,075 | $3.05M | 0.31% | −538−8.1% | Reduced |
| Fairbanks Capital Management, Inc. | 6,080 | $3.05M | 2.22% | +961+18.8% | Added |
| South State Corp. | 6,100 | $3.06M | 0.24% | +365+6.4% | Added |
| Renasant Bank | 6,119 | $3.07M | 2.09% | +776+14.5% | Added |
| Voya Financial Advisors, Inc. | 6,097 | $3.08M | 0.35% | +152+2.6% | Added |
| Western Wealth Management, LLC | 6,113 | $3.09M | 0.30% | +6,113 | New |
| GDS Wealth Management | 6,176 | $3.10M | 0.69% | +6,176 | New |
| Great Diamond Partners, LLC | 6,191 | $3.11M | 0.80% | +194+3.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 6,219 | $3.12M | 0.02% | −800−11.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 6,225 | $3.13M | 1.92% | −18−0.3% | Reduced |
| Tudor Investment Corp Et Al | 6,233 | $3.13M | 0.06% | −6,849−52.4% | Reduced |
| Breiter Capital Management Inc | 6,252 | $3.14M | 1.54% | +204+3.4% | Added |
| Advisor OS, LLC | 6,262 | $3.14M | 0.64% | +497+8.6% | Added |
| Cutler Group LP | 6,268 | $3.15M | 0.22% | +2,885+85.3% | Added |
| Carret Asset Management, LLC | 6,288 | $3.16M | 0.35% | +65+1.0% | Added |
| Little House Capital LLC | 6,298 | $3.16M | 1.67% | +229+3.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,312 | $3.17M | 0.52% | −144−2.2% | Reduced |
| American National Registered Investment Advisor, Inc. | 6,337 | $3.18M | 1.05% | −10.0% | Reduced |
| Constitution Capital LLC | 6,336 | $3.18M | 1.70% | +1,517+31.5% | Added |
| Gouws Capital LLC | 6,345 | $3.19M | 2.57% | +6,345 | New |
| Wealthsource Partners, LLC | 6,367 | $3.20M | 0.26% | −123−1.9% | Reduced |
| Parisi Gray Wealth Management | 6,370 | $3.20M | 1.20% | +48+0.8% | Added |
| Elmwood Wealth Management, Inc. | 6,396 | $3.21M | 1.53% | +6,396 | New |
| Winton Group Ltd | 6,411 | $3.22M | 0.19% | −5,190−44.7% | Reduced |
| Elgethun Capital Management | 6,541 | $3.23M | 1.13% | −127−1.9% | Reduced |
| HM Capital Management, LLC | 6,446 | $3.24M | 1.23% | +67+1.1% | Added |
| Engine No. 1 LLC | 6,451 | $3.24M | 0.67% | +1,376+27.1% | Added |
| NEXT Financial Group, Inc | 6,452 | $3.24M | 0.21% | −678−9.5% | Reduced |
| Tealwood Asset Management Inc | 6,468 | $3.25M | 1.30% | −512−7.3% | Reduced |
| BBR Partners, LLC | 6,479 | $3.25M | 0.38% | +68+1.1% | Added |
| Centric Wealth Management | 6,481 | $3.25M | 1.08% | +165+2.6% | Added |
| Mattern Wealth Management LLC | 6,482 | $3.25M | 0.96% | +112+1.8% | Added |
| Canandaigua National Corp | 6,495 | $3.26M | 0.48% | −86−1.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,499 | $3.26M | 0.93% | +70+1.1% | Added |
| Rossmore Private Capital | 6,513 | $3.27M | 0.51% | +35+0.5% | Added |
| DF Dent & Co Inc | 6,513 | $3.27M | 0.03% | −30−0.5% | Reduced |
| Forum Financial Management, LP | 6,541 | $3.28M | 0.17% | +6,541 | New |