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 |
|---|---|---|---|---|---|
| Condor Capital Management | 6,546 | $3.29M | 0.35% | +176+2.8% | Added |
| Silicon Valley Community Foundation | 6,551 | $3.29M | 0.22% | +6,551 | New |
| Eads & Heald Wealth Management | 6,551 | $3.29M | 1.43% | −94−1.4% | Reduced |
| Abbrea Capital, LLC | 6,569 | $3.30M | 0.44% | +759+13.1% | Added |
| Harrell Investment Partners, LLC | 6,607 | $3.32M | 1.02% | +122+1.9% | Added |
| NorthRock Partners, LLC | 6,647 | $3.34M | 0.25% | +255+4.0% | Added |
| Doyle Wealth Management | 6,652 | $3.34M | 0.24% | +41+0.6% | Added |
| Birch Capital Management, LLC | 6,664 | $3.35M | 2.01% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 6,674 | $3.35M | 0.42% | +1,065+19.0% | Added |
| Legacy Wealth Management, LLC | 6,683 | $3.36M | 1.72% | −103−1.5% | Reduced |
| Cypress Capital Group | 6,693 | $3.36M | 0.42% | −2,242−25.1% | Reduced |
| Occudo Quantitative Strategies LP | 6,701 | $3.37M | 0.30% | +6,701 | New |
| City Holding Co | 7,084 | $3.37M | 0.56% | +1,103+18.4% | Added |
| Altman Advisors, Inc. | 7,313 | $3.37M | 2.06% | −88−1.2% | Reduced |
| Midwest Wealth Management Inc. | 6,770 | $3.40M | 2.13% | +168+2.5% | Added |
| Strategic Wealth Partners, Ltd. | 6,799 | $3.41M | 0.65% | +291+4.5% | Added |
| Royal Fund Management, LLC | 6,807 | $3.42M | 0.49% | +628+10.2% | Added |
| Philadelphia Trust Co | 6,810 | $3.42M | 0.25% | −202−2.9% | Reduced |
| BIT Capital GmbH | 6,817 | $3.42M | 0.27% | +6,817 | New |
| Buckley Wealth Management, LLC | 6,823 | $3.43M | 1.00% | −1,075−13.6% | Reduced |
| Wellington Shields Capital Management, LLC | 6,828 | $3.43M | 0.44% | +207+3.1% | Added |
| Cypress Capital, LLC | 6,831 | $3.43M | 0.39% | −488−6.7% | Reduced |
| Wunderlich Capital Managemnt | 6,833 | $3.43M | 1.53% | +37+0.5% | Added |
| Pinkerton Retirement Specialists, LLC | 6,833 | $3.43M | 0.60% | +179+2.7% | Added |
| Principle Wealth Partners LLC | 6,847 | $3.44M | 0.36% | +142+2.1% | Added |
| Veriti Management LLC | 6,871 | $3.45M | 0.45% | +105+1.6% | Added |
| MPS Loria Financial Planners, LLC | 6,878 | $3.45M | 1.41% | +19+0.3% | Added |
| Summit X, LLC | 6,854 | $3.46M | 0.81% | +316+4.8% | Added |
| Davis-Rea Ltd. | 6,926 | $3.48M | 1.62% | +126+1.9% | Added |
| Patten Group, Inc. | 6,927 | $3.48M | 0.92% | +445+6.9% | Added |
| Valley Brook Capital Group | 6,963 | $3.50M | 3.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 6,975 | $3.50M | 0.30% | +3,181+83.8% | Added |
| Westover Capital Advisors, LLC | 6,977 | $3.50M | 1.02% | +3,061+78.2% | Added |
| Ameritas Advisory Services, LLC | 6,982 | $3.51M | 0.13% | +6,982 | New |
| Morgens Waterfall Vintiadis & Co Inc | 7,000 | $3.52M | 1.89% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 7,002 | $3.52M | 1.06% | −49−0.7% | Reduced |
| BNC Wealth Management, LLC | 7,009 | $3.52M | 1.67% | +7,009 | New |
| TFG Advisers LLC | 7,029 | $3.53M | 1.54% | +80+1.2% | Added |
| Heritage Way Advisors, LLC | 7,038 | $3.53M | 1.32% | −147−2.0% | Reduced |
| Mechanics Bank Trust Department | 7,114 | $3.57M | 0.53% | +105+1.5% | Added |
| S.E.E.D. Planning Group LLC | 7,167 | $3.60M | 1.56% | −671−8.6% | Reduced |
| Palouse Capital Management, Inc. | 7,174 | $3.60M | 1.54% | −1,143−13.7% | Reduced |
| Royal Capital Wealth Management, LLC | 7,180 | $3.60M | 3.50% | +7,180 | New |
| First Horizon Advisors, Inc. | 7,181 | $3.61M | 0.11% | +507+7.6% | Added |
| TCWP LLC | 7,228 | $3.63M | 0.72% | +7,228 | New |
| Hyman Charles D | 7,276 | $3.65M | 0.23% | −9−0.1% | Reduced |
| Bensler, LLC | 7,280 | $3.66M | 1.02% | +7,280 | New |
| IMA Wealth, Inc. | 7,280 | $3.66M | 0.81% | −707−8.9% | Reduced |
| Boenning & Scattergood, Inc. | 7,283 | $3.66M | 0.58% | −49−0.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 7,318 | $3.67M | 1.21% | −7−0.1% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 7,358 | $3.69M | 0.40% | +103+1.4% | Added |
| MD Financial Management Inc. | 7,380 | $3.71M | 0.09% | +263+3.7% | Added |
| Kovack Advisors, Inc. | 7,385 | $3.71M | 0.36% | −40−0.5% | Reduced |
| MBB Public Markets I LLC | 7,400 | $3.72M | 0.08% | +7,400 | New |
| Wealth Alliance | 7,426 | $3.73M | 0.75% | −50−0.7% | Reduced |
| True North Advisors, LLC | 7,426 | $3.73M | 0.63% | +31+0.4% | Added |
| K.J. Harrison & Partners Inc | 7,415 | $3.73M | 0.53% | −20.0% | Reduced |
| Brighton Jones LLC | 7,438 | $3.73M | 0.18% | +2,039+37.8% | Added |
| Decatur Capital Management, Inc. | 7,447 | $3.74M | 2.21% | −94−1.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,456 | $3.74M | 0.04% | +7,456 | New |
| Bogart Wealth, LLC | 7,463 | $3.75M | 0.34% | +820+12.3% | Added |
| Pantheon Investment Group, LLC | 7,416 | $3.75M | 2.95% | −257−3.3% | Reduced |
| AIMZ Investment Advisors, LLC | 7,474 | $3.75M | 1.46% | −4−0.1% | Reduced |
| Sequoia Financial Advisors, LLC | 7,503 | $3.77M | 0.10% | +5,632+301.0% | Added |
| Two Sigma Securities, LLC | 7,527 | $3.78M | 0.74% | +7,527 | New |
| Valeo Financial Advisors, LLC | 7,539 | $3.79M | 0.21% | +671+9.8% | Added |
| Clear Harbor Asset Management, LLC | 7,552 | $3.79M | 0.42% | +52+0.7% | Added |
| Symmetry Partners, LLC | 7,588 | $3.81M | 0.24% | −196−2.5% | Reduced |
| Ashford Capital Management Inc | 7,614 | $3.82M | 0.38% | +741+10.8% | Added |
| AIA Group Ltd | 7,620 | $3.83M | 0.18% | +105+1.4% | Added |
| Siena Capital LLC | 7,646 | $3.84M | 2.20% | +7,646 | New |
| Fukoku Mutual Life Insurance Co | 7,670 | $3.85M | 0.28% | +200+2.7% | Added |
| Forefront Wealth Management Inc. | 7,670 | $3.85M | 3.68% | +7,670 | New |
| Family Legacy, Inc. | 8,231 | $3.86M | 1.58% | +21+0.3% | Added |
| Steadfast Capital Management (UK) Ltd. | 7,704 | $3.87M | 4.65% | −1,702−18.1% | Reduced |
| Harbour Investment Management LLC | 7,708 | $3.87M | 1.76% | −18−0.2% | Reduced |
| TrinityPoint Wealth, LLC | 7,710 | $3.87M | 0.69% | −4−0.1% | Reduced |
| Cornerstone Wealth Group, LLC | 7,758 | $3.90M | 0.67% | +6,886+789.7% | Added |
| Capital Insight Partners, LLC | 7,794 | $3.91M | 0.80% | +76+1.0% | Added |
| Chase Investment Counsel Corp | 7,796 | $3.91M | 1.57% | +7,082+991.9% | Added |
| Hennessy Advisors Inc | 7,800 | $3.92M | 0.22% | −300−3.7% | Reduced |
| Leelyn Smith, LLC | 7,814 | $3.92M | 1.05% | −14−0.2% | Reduced |
| Bollard Group LLC | 7,816 | $3.92M | 0.13% | +4,317+123.4% | Added |
| Laurel Wealth Advisors, Inc. | 7,822 | $3.93M | 0.30% | +5,654+260.8% | Added |
| Ritholtz Wealth Management | 7,837 | $3.94M | 0.25% | +308+4.1% | Added |
| Sheets Smith Wealth Management | 7,863 | $3.95M | 0.49% | −5−0.1% | Reduced |
| Verdence Capital Advisors LLC | 7,906 | $3.97M | 0.47% | +5,597+242.4% | Added |
| Geneva Partners, LLC | 7,932 | $3.98M | 1.98% | +180+2.3% | Added |
| West Branch Capital LLC | 7,979 | $4.01M | 1.71% | +266+3.4% | Added |
| Union Heritage Capital, LLC | 8,000 | $4.02M | 1.88% | 00.0% | Unchanged |
| Grove Bank & Trust | 8,034 | $4.03M | 0.77% | +169+2.1% | Added |
| Johnson Financial Group, Inc. | 8,042 | $4.04M | 0.26% | −613−7.1% | Reduced |
| Reilly Financial Advisors, LLC | 8,044 | $4.04M | 0.30% | −589−6.8% | Reduced |
| Strategic Capital Advisers, Inc. | 8,064 | $4.05M | 2.90% | −48−0.6% | Reduced |
| Mitchell Capital Management Co | 8,063 | $4.05M | 0.82% | +389+5.1% | Added |
| Connecticut Wealth Management, LLC | 8,114 | $4.07M | 0.32% | −237−2.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 8,117 | $4.08M | 2.61% | +59+0.7% | Added |
| RDA Financial Network | 8,127 | $4.08M | 1.67% | +290+3.7% | Added |
| Legacy Capital Partners, Inc. | 8,135 | $4.08M | 1.32% | +30+0.4% | Added |
| Community Bank, N.A. | 8,170 | $4.10M | 0.47% | −185−2.2% | Reduced |