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 |
|---|---|---|---|---|---|
| Duff & Phelps Investment Management Co | 10,011 | $5.03M | 0.06% | +76+0.8% | Added |
| Proequities, Inc. | 10,105 | $5.07M | 0.29% | +893+9.7% | Added |
| Red Door Wealth Management, LLC | 10,180 | $5.11M | 1.68% | +656+6.9% | Added |
| Salem Investment Counselors Inc | 10,195 | $5.12M | 0.18% | +2,827+38.4% | Added |
| Strategic Financial Services, Inc, | 10,199 | $5.12M | 0.38% | −714−6.5% | Reduced |
| Jupiter Asset Management Ltd | 10,168 | $5.13M | 0.06% | −120,345−92.2% | Reduced |
| Chatham Capital Group, Inc. | 10,251 | $5.15M | 0.93% | +80+0.8% | Added |
| HRT Financial LP | 10,253 | $5.15M | 0.03% | +10,253 | New |
| Clarius Group, LLC | 10,270 | $5.16M | 0.41% | +82+0.8% | Added |
| Holderness Investments Co | 10,314 | $5.18M | 1.53% | −30.0% | Reduced |
| Americana Partners, LLC | 10,409 | $5.23M | 0.95% | +2,621+33.7% | Added |
| Benson Investment Management Company, Inc. | 10,420 | $5.23M | 2.54% | −2,720−20.7% | Reduced |
| Banco de Sabadell, S.A | 10,402 | $5.24M | 2.94% | +3,132+43.1% | Added |
| Enterprise Bank & Trust Co | 10,464 | $5.25M | 1.84% | −22−0.2% | Reduced |
| Kinneret Advisory, LLC | 10,466 | $5.25M | 0.54% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 10,500 | $5.27M | 0.42% | −3,622−25.6% | Reduced |
| Fairhaven Wealth Management, LLC | 10,501 | $5.27M | 2.06% | +91+0.9% | Added |
| Morgan Jess S & Co Inc | 10,506 | $5.28M | 3.24% | −300−2.8% | Reduced |
| Moors & Cabot, Inc. | 10,508 | $5.28M | 0.32% | +389+3.8% | Added |
| PACK Private Wealth, LLC | 10,511 | $5.28M | 4.19% | +10,511 | New |
| Lake Street Advisors Group, LLC | 10,515 | $5.28M | 0.33% | +10,515 | New |
| Moloney Securities Asset Management, LLC | 10,517 | $5.28M | 0.90% | −701−6.2% | Reduced |
| Duncker Streett & Co Inc | 10,540 | $5.29M | 0.91% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 10,603 | $5.32M | 0.26% | −7−0.1% | Reduced |
| Dorchester Wealth Management Co | 10,639 | $5.34M | 1.06% | −290−2.7% | Reduced |
| Moneta Group Investment Advisors LLC | 10,666 | $5.36M | 0.22% | +534+5.3% | Added |
| RNC Capital Management LLC | 10,685 | $5.37M | 0.27% | +236+2.3% | Added |
| Mirador Capital Partners LP | 10,712 | $5.38M | 1.13% | +229+2.2% | Added |
| Tower View Investment Management & Research LLC | 10,721 | $5.38M | 2.74% | +153+1.4% | Added |
| Harbour Investments, Inc. | 10,725 | $5.39M | 0.32% | −3,681−25.6% | Reduced |
| Ballentine Partners, LLC | 10,739 | $5.39M | 0.16% | +1,727+19.2% | Added |
| Change Path, LLC | 10,772 | $5.41M | 0.27% | +789+7.9% | Added |
| Souders Financial Advisors | 10,818 | $5.43M | 1.56% | +214+2.0% | Added |
| Checchi Capital Advisers, LLC | 10,840 | $5.44M | 0.60% | +1,090+11.2% | Added |
| Bristlecone Advisors, LLC | 10,933 | $5.49M | 0.66% | −526−4.6% | Reduced |
| Olstein Capital Management, L.P. | 11,000 | $5.52M | 0.66% | −6,500−37.1% | Reduced |
| Private Trust Co NA | 11,038 | $5.54M | 0.77% | −365−3.2% | Reduced |
| Belpointe Asset Management LLC | 11,065 | $5.56M | 0.35% | −461−4.0% | Reduced |
| CMH Wealth Management LLC | 11,065 | $5.56M | 1.68% | +692+6.7% | Added |
| American National Insurance Co | 11,070 | $5.56M | 1.23% | −71,240−86.6% | Reduced |
| ExodusPoint Capital Management, LP | 11,084 | $5.57M | 0.07% | −37,331−77.1% | Reduced |
| Gamble Jones Investment Counsel | 11,134 | $5.59M | 0.33% | −8−0.1% | Reduced |
| Ocean Capital Management, LLC | 11,173 | $5.61M | 2.13% | +384+3.6% | Added |
| Foundations Investment Advisors, LLC | 11,847 | $5.61M | 0.21% | +702+6.3% | Added |
| Affinity Investment Advisors, LLC | 11,310 | $5.68M | 2.28% | −151−1.3% | Reduced |
| Connable Office Inc | 11,314 | $5.68M | 0.72% | −109−1.0% | Reduced |
| Stiles Financial Services Inc | 11,316 | $5.68M | 2.74% | +11,316 | New |
| Capital Analysts, LLC | 11,330 | $5.69M | 0.35% | −492−4.2% | Reduced |
| Naples Global Advisors, LLC | 11,369 | $5.71M | 0.66% | +352+3.2% | Added |
| Bryn Mawr Trust Co | 11,383 | $5.72M | 0.21% | −1,084−8.7% | Reduced |
| CAPROCK Group, Inc. | 11,394 | $5.72M | 0.47% | +340+3.1% | Added |
| Pictet Bank & Trust Ltd | 11,420 | $5.73M | 2.96% | −100−0.9% | Reduced |
| Prospera Financial Services Inc | 11,419 | $5.74M | 0.25% | +354+3.2% | Added |
| Kidder Stephen W | 11,436 | $5.74M | 1.74% | +56+0.5% | Added |
| Plancorp, LLC | 11,451 | $5.75M | 0.36% | +216+1.9% | Added |
| Bank of Nova Scotia Trust Co | 11,493 | $5.77M | 0.50% | −210−1.8% | Reduced |
| Barbara Oil Co. | 11,500 | $5.78M | 2.50% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 11,543 | $5.80M | 0.35% | −1,617−12.3% | Reduced |
| Bray Capital Advisors | 11,547 | $5.80M | 1.42% | +140+1.2% | Added |
| HBW Advisory Services LLC | 11,576 | $5.81M | 1.36% | +274+2.4% | Added |
| Culbertson A N & Co Inc | 11,587 | $5.82M | 1.10% | −300−2.5% | Reduced |
| Icon Wealth Partners, LLC | 11,611 | $5.83M | 0.58% | −3,860−24.9% | Reduced |
| Resources Management Corp | 11,615 | $5.83M | 0.76% | +28+0.2% | Added |
| Puzo Michael J | 11,630 | $5.84M | 1.65% | +200+1.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,632 | $5.84M | 0.48% | −296−2.5% | Reduced |
| Pegasus Partners Ltd. | 11,647 | $5.85M | 1.02% | −792−6.4% | Reduced |
| Tower Bridge Advisors | 11,666 | $5.86M | 0.36% | +110+1.0% | Added |
| Pinnacle Holdings, LLC | 11,670 | $5.86M | 2.46% | +23+0.2% | Added |
| SlateStone Wealth, LLC | 11,734 | $5.89M | 1.26% | +1,244+11.9% | Added |
| Mutual Advisors, LLC | 11,747 | $5.90M | 0.31% | +283+2.5% | Added |
| Bank of New Hampshire | 11,765 | $5.91M | 1.44% | −398−3.3% | Reduced |
| RBA Wealth Management, LLC | 11,841 | $5.95M | 2.81% | +11,841 | New |
| We Are One Seven, LLC | 11,889 | $5.97M | 0.62% | +1,350+12.8% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,914 | $5.98M | 2.03% | −278−2.3% | Reduced |
| Ascent Group, LLC | 12,985 | $5.99M | 0.76% | +12,985 | New |
| Lynch Asset Management, Inc. | 12,000 | $6.03M | 4.19% | +12,000 | New |
| Allworth Financial LP | 12,025 | $6.04M | 0.09% | +107+0.9% | Added |
| Thames Capital Management LLC | 12,063 | $6.06M | 1.16% | +12,063 | New |
| Lountzis Asset Management, LLC | 12,108 | $6.08M | 3.47% | −38−0.3% | Reduced |
| Virtue Capital Management, LLC | 12,117 | $6.08M | 0.90% | +833+7.4% | Added |
| Advisors Capital Management, LLC | 12,124 | $6.09M | 0.17% | +453+3.9% | Added |
| HGK Asset Management Inc | 12,167 | $6.11M | 1.89% | −134−1.1% | Reduced |
| Annex Advisory Services, LLC | 12,194 | $6.12M | 0.42% | +228+1.9% | Added |
| Dividend Assets Capital, LLC | 12,195 | $6.12M | 1.14% | +1,598+15.1% | Added |
| West Family Investments, Inc. | 12,235 | $6.14M | 1.72% | −357−2.8% | Reduced |
| Quantinno Capital Management LP | 12,262 | $6.16M | 1.11% | +12,262 | New |
| Keeler Thomas Management LLC | 12,281 | $6.17M | 2.67% | +110+0.9% | Added |
| Wealthspire Advisors, LLC | 12,286 | $6.17M | 0.14% | −828−6.3% | Reduced |
| Stratos Wealth Partners, LTD. | 12,297 | $6.17M | 0.14% | −38−0.3% | Reduced |
| Optimum Investment Advisors | 12,298 | $6.17M | 2.40% | +210+1.7% | Added |
| Venture Visionary Partners LLC | 12,318 | $6.19M | 0.40% | +439+3.7% | Added |
| Hohimer Wealth Management, LLC | 12,330 | $6.19M | 1.31% | −681−5.2% | Reduced |
| Mizuho Securities USA LLC | 12,362 | $6.21M | 0.56% | −969−7.3% | Reduced |
| Jasper Ridge Partners, L.P. | 12,405 | $6.23M | 0.23% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 12,417 | $6.24M | 0.23% | −1,586−11.3% | Reduced |
| Paradigm Financial Partners, LLC | 12,419 | $6.24M | 1.31% | +92+0.7% | Added |
| Tradition Wealth Management, LLC | 12,422 | $6.24M | 0.78% | +79+0.6% | Added |
| CX Institutional | 12,455 | $6.25M | 0.50% | +1,057+9.3% | Added |
| High Note Wealth, LLC | 12,588 | $6.32M | 2.13% | −669−5.0% | Reduced |
| Asset Dedication, LLC | 12,392 | $6.32M | 0.76% | +933+8.1% | Added |