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 |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 8,200 | $4.12M | 0.02% | −42,900−84.0% | Reduced |
| Foster & Motley Inc | 8,204 | $4.12M | 0.32% | −68−0.8% | Reduced |
| Private Wealth Strategies, L.L.C. | 8,250 | $4.14M | 0.96% | 00.0% | Unchanged |
| MU Investments Co., Ltd. | 8,200 | $4.15M | 4.18% | −1,780−17.8% | Reduced |
| Studio Investment Management LLC | 8,257 | $4.15M | 1.49% | −788−8.7% | Reduced |
| Fulcrum Asset Management LLP | – | $4.16M | 2.03% | – | – |
| Wade G W & Inc | 8,287 | $4.16M | 0.18% | +302+3.8% | Added |
| Csenge Advisory Group | 10,279 | $4.16M | 0.37% | −508−4.7% | Reduced |
| Assetmark, Inc | 8,298 | $4.17M | 0.02% | −205,055−96.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 8,321 | $4.18M | 0.39% | +437+5.5% | Added |
| Compton Wealth Advisory Group, LLC | 8,327 | $4.18M | 1.79% | +231+2.9% | Added |
| Page Arthur B | 8,330 | $4.18M | 2.87% | −243−2.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 11,966 | $4.20M | 0.10% | −3,869−24.4% | Reduced |
| SNS Financial Group, LLC | 8,409 | $4.22M | 0.48% | −90−1.1% | Reduced |
| Martin Capital Partners, LLC | 8,410 | $4.22M | 1.99% | +29+0.3% | Added |
| AXS Investments LLC | 8,410 | $4.22M | 1.00% | +7,301+658.3% | Added |
| Riverpark Capital Management LLC | 8,419 | $4.23M | 1.52% | −8,372−49.9% | Reduced |
| Field & Main Bank | 8,422 | $4.23M | 2.44% | −35−0.4% | Reduced |
| Duality Advisers, LP | 8,463 | $4.25M | 0.46% | +6,114+260.3% | Added |
| Caldwell Investment Management Ltd. | 8,391 | $4.25M | 3.32% | +8,391 | New |
| Scott & Selber, Inc. | 8,474 | $4.25M | 1.51% | −10.0% | Reduced |
| NBW Capital LLC | 8,494 | $4.26M | 0.95% | +9+0.1% | Added |
| united american securities inc. (d/b/a uas asset management) | 8,500 | $4.27M | 0.95% | +8,500 | New |
| Metis Global Partners, LLC | 8,508 | $4.27M | 1.19% | +8,508 | New |
| Becker Capital Management Inc | 8,556 | $4.30M | 0.17% | +386+4.7% | Added |
| Tranquility Partners, LLC | 8,578 | $4.31M | 1.99% | +30.0% | Added |
| Keebeck Wealth Management, LLC | 8,584 | $4.31M | 0.77% | +312+3.8% | Added |
| Strategic Advisors LLC | 8,590 | $4.31M | 0.61% | +335+4.1% | Added |
| Roanoke Asset Management Corp | 8,635 | $4.34M | 1.44% | −85−1.0% | Reduced |
| Baker Avenue Asset Management, LP | 8,665 | $4.35M | 0.22% | +1,273+17.2% | Added |
| Mather Group, LLC. | 8,676 | $4.36M | 0.09% | −3,585−29.2% | Reduced |
| High Pines Wealth Management, LLC | 8,675 | $4.36M | 3.04% | −710−7.6% | Reduced |
| Atlantic Trust, LLC | 8,693 | $4.37M | 2.58% | −75−0.9% | Reduced |
| Resources Investment Advisors, LLC. | 8,699 | $4.37M | 0.16% | −571−6.2% | Reduced |
| AlphaStar Capital Management, LLC | 9,336 | $4.38M | 0.35% | +397+4.4% | Added |
| Point72 Hong Kong Ltd | 8,747 | $4.39M | 0.37% | −3,973−31.2% | Reduced |
| Balentine LLC | 8,751 | $4.39M | 0.15% | +2,796+47.0% | Added |
| Timber Creek Capital Management LLC | 8,783 | $4.41M | 1.31% | +8,783 | New |
| Berger Financial Group, Inc | 8,803 | $4.42M | 0.59% | +4,675+113.3% | Added |
| Northeast Financial Consultants Inc | 8,810 | $4.42M | 0.27% | +2,621+42.3% | Added |
| Delta Capital Management LLC | 8,811 | $4.42M | 2.47% | +5+0.1% | Added |
| Sentry Investment Management LLC | 8,867 | $4.45M | 1.17% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 8,896 | $4.47M | 0.30% | −10.0% | Reduced |
| Quadrant Capital Group LLC | 8,897 | $4.47M | 0.53% | +503+6.0% | Added |
| JT Stratford LLC | 8,930 | $4.48M | 1.23% | +83+0.9% | Added |
| Qtron Investments LLC | 8,931 | $4.49M | 1.01% | −239−2.6% | Reduced |
| Lincoln National Corp | 8,951 | $4.50M | 0.09% | +1,174+15.1% | Added |
| Brewin Dolphin Ltd | 8,973 | $4.51M | 0.20% | +1,254+16.2% | Added |
| LexAurum Advisors, LLC | 9,007 | $4.52M | 1.47% | +111+1.2% | Added |
| Plimoth Trust Co LLC | 9,008 | $4.52M | 1.15% | +23+0.3% | Added |
| Thoroughbred Financial Services, LLC | 9,047 | $4.54M | 0.95% | +287+3.3% | Added |
| Pavadi Capital LLC | 9,060 | $4.55M | 3.45% | +9,060 | New |
| Laidlaw Wealth Management LLC | 9,085 | $4.56M | 0.73% | +461+5.3% | Added |
| Cypress Asset Management Inc | 9,098 | $4.57M | 1.09% | −33−0.4% | Reduced |
| Trust Asset Management LLC | 9,158 | $4.60M | 0.57% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 9,159 | $4.60M | 1.72% | +470+5.4% | Added |
| River & Mercantile Asset Management LLP | 9,160 | $4.60M | 0.36% | −3,874−29.7% | Reduced |
| Gs Investments, Inc. | 9,194 | $4.62M | 2.23% | +6+0.1% | Added |
| Metatron Capital SICAV plc | 9,200 | $4.62M | 4.40% | +9,200 | New |
| Clear Street Markets LLC | 9,200 | $4.62M | 0.41% | +1,807+24.4% | Added |
| Stanley-Laman Group, Ltd. | 9,212 | $4.63M | 0.54% | +1,509+19.6% | Added |
| Whalerock Point Partners, LLC | 9,220 | $4.63M | 1.59% | +40+0.4% | Added |
| Unison Asset Management LLC | 9,224 | $4.63M | 3.82% | 00.0% | Unchanged |
| Avestar Capital, LLC | 9,243 | $4.64M | 0.85% | +1,685+22.3% | Added |
| Oak Associates, Ltd | 9,250 | $4.64M | 0.25% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 9,257 | $4.65M | 1.87% | −152−1.6% | Reduced |
| Weik Capital Management | 9,320 | $4.68M | 1.77% | −145−1.5% | Reduced |
| Hilltop Holdings Inc. | 9,319 | $4.68M | 0.49% | +815+9.6% | Added |
| Covenant Asset Management, LLC | 9,328 | $4.68M | 1.26% | +91+1.0% | Added |
| Institutional & Family Asset Management, LLC | 9,342 | $4.69M | 0.73% | −1,666−15.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 9,393 | $4.72M | 1.85% | −505−5.1% | Reduced |
| Piscataqua Savings Bank | 9,393 | $4.72M | 3.72% | −183−1.9% | Reduced |
| Sepio Capital, LP | 9,394 | $4.72M | 0.35% | +321+3.5% | Added |
| Orleans Capital Management Corp | 9,402 | $4.72M | 2.68% | +75+0.8% | Added |
| Wrapmanager Inc | 9,483 | $4.76M | 1.19% | −1,572−14.2% | Reduced |
| Investment House LLC | 9,510 | $4.78M | 0.31% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 9,536 | $4.79M | 1.58% | −459−4.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 9,539 | $4.79M | 0.50% | −209−2.1% | Reduced |
| Regent Investment Management LLC | 9,543 | $4.79M | 1.04% | −59−0.6% | Reduced |
| Meridian Wealth Advisors, LLC | 9,546 | $4.79M | 1.16% | +397+4.3% | Added |
| Peloton Wealth Strategists | 9,591 | $4.82M | 1.93% | +345+3.7% | Added |
| Lazard Freres Gestion S.A.S. | 9,600 | $4.82M | 0.13% | 00.0% | Unchanged |
| Savant Capital, LLC | 9,605 | $4.82M | 0.16% | +490+5.4% | Added |
| Bank of Hawaii | 9,619 | $4.83M | 0.25% | +2,451+34.2% | Added |
| Kingsview Wealth Management, LLC | 9,645 | $4.84M | 0.20% | −1,056−9.9% | Reduced |
| Parkside Investments, LLC | 9,658 | $4.85M | 0.93% | +351+3.8% | Added |
| Zions Bancorporation, N.A. | 9,681 | $4.86M | 0.43% | +617+6.8% | Added |
| Bond & Devick Financial Network, Inc. | 9,682 | $4.86M | 3.65% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 9,732 | $4.89M | 2.05% | +75+0.8% | Added |
| Lindenwold Advisors | 9,747 | $4.89M | 2.86% | +9,747 | New |
| De Burlo Group Inc | 9,805 | $4.92M | 0.72% | −50−0.5% | Reduced |
| Citizens National Bank Trust Department | 9,818 | $4.93M | 1.87% | −8,300−45.8% | Reduced |
| Morris Capital Advisors, LLC | 9,852 | $4.95M | 3.63% | −120−1.2% | Reduced |
| Goodwin Daniel L | 9,850 | $4.95M | 2.17% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 9,857 | $4.95M | 0.08% | +912+10.2% | Added |
| SWS Partners | 9,909 | $4.98M | 2.83% | −102−1.0% | Reduced |
| Intrust Bank NA | 9,925 | $4.98M | 0.60% | +87+0.9% | Added |
| Sky Investment Group LLC | 9,954 | $5.00M | 1.01% | +35+0.4% | Added |
| Cox Capital Mgt LLC | 9,956 | $5.00M | 2.96% | +482+5.1% | Added |
| Bessemer Securities LLC | 10,010 | $5.03M | 1.36% | +1,911+23.6% | Added |