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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; 3,394 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
+381 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
89
965 more reduced

45 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.

Institutional holdersQ4 2021: 2,909 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,394 institutions
Value heldQ4 2021: $413.9B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,394$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q3 2021.

Institutions holding UNH in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Holloway Wealth Management, LLC–$75.0K0.02%––
Beaird Harris Wealth Management, LLC150$75.0K0.03%+150New
Avion Wealth153$77.0K0.02%−42−21.5%Reduced
Gleason Group, Inc.153$77.0K0.03%+1+0.7%Added
Estate Counselors, LLC162$81.0K0.01%00.0%Unchanged
Aspire Private Capital, LLC162$81.0K0.03%+26+19.1%Added
Neo Ivy Capital Management164$82.0K0.12%+164New
St. James Investment Advisors, LLC166$83.0K0.06%+166New
Baldrige Asset Management LLC167$84.0K0.03%00.0%Unchanged
Retirement Planning Co of New England, Inc.172$86.0K0.04%+172New
McIlrath & Eck, LLC177$89.0K0.02%−50−22.0%Reduced
CKW Financial Group175$90.0K0.01%−25−12.5%Reduced
Front Row Advisors LLC187$94.0K0.04%+79+73.1%Added
Carmichael Hill & Associates, Inc.195$98.0K0.05%00.0%Unchanged
Halpern Financial, Inc.198$99.4K0.04%+125+171.2%Added
Exchange Traded Concepts, LLC202$101.0K0.00%00.0%Unchanged
PYA Waltman Capital, LLC204$102.0K0.05%+204New
Mine & Arao Wealth Creation & Management, LLC.211$106.0K0.06%+11+5.5%Added
Hoese & Co LLP212$106.0K0.11%+48+29.3%Added
Norway Savings Bank222$111.0K0.05%00.0%Unchanged
Financial Management Professionals, Inc.222$111.0K0.02%+2+0.9%Added
Thomas J. Herzfeld Advisors, Inc.225$113.0K0.04%00.0%Unchanged
Clearview Wealth Advisors LLC224$113.0K0.07%00.0%Unchanged
Financial Connections Group, Inc.227$113.0K0.11%+227New
Canton Hathaway, LLC230$115.0K0.03%00.0%Unchanged
Stephens Consulting, LLC234$117.5K0.10%+234New
Orion Capital Management LLC245$123.0K0.07%00.0%Unchanged
Riggs Asset Managment Co. Inc.247$124.0K0.03%00.0%Unchanged
Old Second National Bank of Aurora374$125.0K0.04%−4−1.1%Reduced
Pin Oak Investment Advisors Inc252$127.0K0.13%00.0%Unchanged
Lowe Wealth Advisors, LLC261$131.0K0.06%+1+0.4%Added
First PREMIER Bank265$133.0K0.03%00.0%Unchanged
Winch Advisory Services, LLC271$136.0K0.04%+1+0.4%Added
TFC Financial Management274$138.0K0.04%−8−2.8%Reduced
TD Capital Management LLC277$139.0K0.02%+1+0.4%Added
Ahl Investment Management, Inc.276$139.0K0.13%+276New
NewSquare Capital LLC279$140.0K0.01%00.0%Unchanged
AGF Investments LLC280$141.0K0.01%−2,427−89.7%Reduced
Disciplined Investments, LLC288$145.0K0.06%+112+63.6%Added
Roth Financial Partners LLC292$147.0K0.10%00.0%Unchanged
Burleson & Company, LLC303$152.0K0.02%+1+0.3%Added
Baron Financial Group, LLC305$153.2K0.09%00.0%Unchanged
Retirement Group, LLC311$156.0K0.07%+304+4,342.9%Added
Solstein Capital, LLC320$161.0K0.10%00.0%Unchanged
TSFG, LLC325$163.0K0.06%00.0%Unchanged
FSC Wealth Advisors, LLC325$163.0K0.11%+325New
Tradewinds Capital Management, LLC328$165.0K0.03%00.0%Unchanged
PSI Advisors, LLC333$167.0K0.07%+1+0.3%Added
Rowland & Co Investment Counsel337$169.2K0.04%+337New
Sterling Investment Advisors, Ltd.347$174.0K0.05%+15+4.5%Added
Your Advocates Ltd., LLP350$176.0K0.10%00.0%Unchanged
WFA Asset Management Corp355$178.2K0.12%+355New
Advanced Research Investment Solutions, LLC358$179.0K0.07%00.0%Unchanged
Freedman Financial Associates, Inc.356$179.0K0.12%00.0%Unchanged
Focused Wealth Management, Inc356$179.0K0.03%+8+2.3%Added
Monolith Advisors357$180.0K0.14%+357New
Mystic Asset Management, Inc.370$185.0K0.09%+370New
Ritter Daniher Financial Advisory, LLC377$189.0K0.13%+60+18.9%Added
Hills Bank & Trust Co388$195.0K0.03%00.0%Unchanged
Paragon Capital Management Ltd390$196.0K0.03%+390New
Northwest Investment Counselors, LLC392$197.0K0.05%+392New
Cornerstone Management, Inc.395$198.3K0.05%+395New
Versant Capital Management, Inc399$200.0K0.07%00.0%Unchanged
Clarity Wealth Advisors, LLC400$200.0K0.09%+400New
Hutner Capital Management Inc400$201.0K0.12%+400New
Shikiar Asset Management Inc400$201.0K0.05%+400New
Wellington Shields & Co., LLC400$201.0K0.04%+400New
Eldridge Investment Advisors, Inc.400$201.0K0.07%+400New
O'Keefe Stevens Advisory, Inc.400$201.0K0.09%+400New
JFS Wealth Advisors, LLC403$202.0K0.02%+133+49.3%Added
Kohmann Bosshard Financial Services, LLC403$202.0K0.04%+403New
V2 Financial group LLC403$202.4K0.16%+403New
Physicians Financial Services, Inc.403$203.0K0.08%+403New
Miramar Capital, LLC405$203.0K0.07%+405New
Canvas Wealth Advisors, LLC404$203.0K0.07%+404New
Clarity Financial LLC405$203.0K0.03%+405New
Integral Investment Advisors, Inc.406$204.0K0.15%+406New
Southern Capital Advisors, LLC408$205.0K0.13%+408New
Mitchell Sinkler & Starr410$206.0K0.06%+410New
Biltmore Capital Advisors LLC411$206.0K0.03%+411New
Financial Avengers, Inc.412$207.0K0.13%+1+0.2%Added
Hollow Brook Wealth Management LLC414$208.0K0.11%+414New
Omnia Family Wealth, LLC414$208.0K0.13%+414New
Smith Shellnut Wilson LLC416$209.0K0.10%+416New
Headinvest, LLC417$209.0K0.04%+417New
Falcon Wealth Planning418$210.0K0.07%+418New
Atticus Wealth Management, LLC420$211.0K0.08%+378+900.0%Added
Wealthquest Corp421$211.0K0.03%+421New
Fiducient Advisors LLC420$211.0K0.06%+420New
BlackDiamond Wealth Management Inc.420$211.0K0.24%+420New
MAS Advisors LLC418$211.0K0.16%+418New
NTV Asset Management LLC423$212.0K0.04%+423New
Canal Capital Management, LLC422$212.0K0.05%+422New
Cherrydale Wealth Management, LLC422$212.0K0.16%+422New
Apella Capital, LLC424$213.0K0.03%+424New
Financial Management Network Inc433$213.0K0.10%+433New
Aletheian Wealth Advisors LLC426$214.0K0.21%+426New
SBK Financial, Inc.429$215.0K0.17%+429New
Harel Insurance Investments & Financial Services Ltd.430$216.0K0.00%−12,376−96.6%Reduced
Pensionmark Financial Group, LLC443$216.0K0.05%+443New