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 |
|---|---|---|---|---|---|
| Wolf Group Capital Advisors | 12,597 | $6.33M | 1.03% | +8,436+202.7% | Added |
| Geneos Wealth Management Inc. | 12,600 | $6.33M | 0.24% | +898+7.7% | Added |
| Community Bank & Trust, Waco, Texas | 12,605 | $6.33M | 1.86% | +325+2.6% | Added |
| Dakota Wealth Management | 12,614 | $6.33M | 0.67% | +6,776+116.1% | Added |
| J. W. Coons Advisors, LLC | 12,634 | $6.34M | 1.92% | −139−1.1% | Reduced |
| Massachusetts Financial Services Co | 12,647 | $6.35M | 0.00% | −2,746−17.8% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 12,677 | $6.37M | 1.50% | +2,404+23.4% | Added |
| Balasa Dinverno & Foltz LLC | 12,760 | $6.41M | 0.41% | +347+2.8% | Added |
| NBT Bank N A | 12,775 | $6.42M | 0.82% | −170−1.3% | Reduced |
| Group One Trading, L.P. | 12,777 | $6.42M | 0.12% | +12,777 | New |
| Baker Tilly Wealth Management, LLC | 12,819 | $6.44M | 0.69% | +1,324+11.5% | Added |
| Asio Capital, LLC | 12,891 | $6.47M | 2.01% | +185+1.5% | Added |
| Connors Investor Services Inc | 12,969 | $6.49M | 0.64% | −5,010−27.9% | Reduced |
| Silvant Capital Management LLC | 12,919 | $6.49M | 1.11% | −3,818−22.8% | Reduced |
| Donaldson Capital Management, LLC | 12,976 | $6.52M | 0.29% | +6,584+103.0% | Added |
| Reliant Investment Management, LLC | 12,984 | $6.52M | 2.68% | +415+3.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $6.53M | 1.68% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 13,017 | $6.54M | 2.99% | +10.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 13,065 | $6.56M | 0.30% | +13,065 | New |
| Accredited Investors Inc. | 13,070 | $6.56M | 0.58% | −38−0.3% | Reduced |
| Buckhead Capital Management LLC | 13,101 | $6.58M | 1.39% | −1,353−9.4% | Reduced |
| Acropolis Investment Management, LLC | 13,110 | $6.58M | 0.59% | −38−0.3% | Reduced |
| Gamco Investors, Inc. Et Al | 13,194 | $6.63M | 0.06% | +10,069+322.2% | Added |
| Pensionfund DSM Netherlands | 13,200 | $6.63M | 0.76% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 13,210 | $6.63M | 2.30% | +152+1.2% | Added |
| Koshinski Asset Management, Inc. | 13,218 | $6.64M | 0.54% | −373−2.7% | Reduced |
| Vanguard Capital Wealth Advisors | 13,337 | $6.70M | 4.81% | +39+0.3% | Added |
| Coastline Trust Co | 13,350 | $6.70M | 0.76% | −35−0.3% | Reduced |
| Parallel Advisors, LLC | 13,360 | $6.71M | 0.25% | +670+5.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 13,374 | $6.73M | 0.18% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 13,409 | $6.73M | 0.28% | +13,409 | New |
| Marietta Wealth Management, LLC | 13,418 | $6.74M | 1.35% | +267+2.0% | Added |
| Broderick Brian C | 13,434 | $6.75M | 1.62% | +1,225+10.0% | Added |
| Karp Capital Management Corp | 13,441 | $6.75M | 0.85% | +1,456+12.1% | Added |
| Arkadios Wealth Advisors | 13,454 | $6.76M | 0.91% | +7,501+126.0% | Added |
| Frontier Wealth Management LLC | 13,461 | $6.76M | 0.45% | +645+5.0% | Added |
| Capital Planning Advisors, LLC | 13,470 | $6.76M | 1.29% | +98+0.7% | Added |
| Trust Co of Vermont | 13,472 | $6.76M | 0.43% | +223+1.7% | Added |
| Hilton Capital Management, LLC | 13,480 | $6.77M | 0.62% | +13,480 | New |
| Ballast, Inc. | 13,566 | $6.81M | 2.65% | −62−0.5% | Reduced |
| CWA Asset Management Group, LLC | 13,611 | $6.83M | 0.51% | +188+1.4% | Added |
| IFP Advisors, Inc | 13,508 | $6.86M | 0.13% | +2,071+18.1% | Added |
| Dynamic Advisor Solutions LLC | 13,699 | $6.88M | 0.49% | +585+4.5% | Added |
| Kames Capital plc | 13,715 | $6.89M | 0.09% | +304+2.3% | Added |
| Integrated Wealth Concepts LLC | 13,813 | $6.94M | 0.21% | +482+3.6% | Added |
| Montag A & Associates Inc | 13,824 | $6.94M | 0.34% | +1,270+10.1% | Added |
| Madison Wealth Management | 13,836 | $6.95M | 1.39% | +85+0.6% | Added |
| Pitcairn Co | 13,885 | $6.97M | 0.45% | +379+2.8% | Added |
| Blue Fin Capital, Inc. | 13,887 | $6.97M | 1.93% | −449−3.1% | Reduced |
| First Interstate Bank | 13,890 | $6.97M | 0.68% | −30−0.2% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 13,896 | $6.98M | 0.01% | −7,167−34.0% | Reduced |
| Pallas Capital Advisors LLC | 15,158 | $6.99M | 0.85% | +631+4.3% | Added |
| Two Sigma Investments, LP | 13,925 | $6.99M | 0.02% | −5,725−29.1% | Reduced |
| Perkins Coie Trust Co | 13,968 | $7.01M | 2.06% | −310−2.2% | Reduced |
| King Luther Capital Management Corp | 14,018 | $7.04M | 0.03% | +570+4.2% | Added |
| Sowell Financial Services LLC | 14,033 | $7.05M | 0.40% | +960+7.3% | Added |
| Carnegie Capital Asset Management, LLC | 14,037 | $7.05M | 0.23% | +1,291+10.1% | Added |
| Altium Wealth Management LLC | 14,081 | $7.07M | 0.46% | +839+6.3% | Added |
| Blue Edge Capital, LLC | 14,152 | $7.11M | 1.37% | −209−1.5% | Reduced |
| Sandy Spring Bank | 14,188 | $7.12M | 0.34% | +198+1.4% | Added |
| Monetary Management Group Inc | 14,215 | $7.14M | 1.77% | +185+1.3% | Added |
| Brookstone Capital Management | 15,604 | $7.16M | 0.12% | +2,346+17.7% | Added |
| Smithbridge Asset Management Inc | 14,274 | $7.17M | 2.18% | +10.0% | Added |
| Clearstead Advisors, LLC | 14,285 | $7.17M | 0.49% | +661+4.9% | Added |
| Broadleaf Partners, LLC | 14,292 | $7.18M | 2.20% | −109−0.8% | Reduced |
| Pensionfund Sabic | 14,300 | $7.18M | 1.35% | 00.0% | Unchanged |
| Chicago Trust Co NA | 14,361 | $7.21M | 1.44% | +481+3.5% | Added |
| Bowling Portfolio Management LLC | 14,450 | $7.26M | 1.51% | −163−1.1% | Reduced |
| Stokes Capital Advisors, LLC | 14,469 | $7.26M | 2.16% | −211−1.4% | Reduced |
| JCIC Asset Management Inc. | 14,566 | $7.31M | 2.19% | +20+0.1% | Added |
| Fieldpoint Private Securities, LLC | 14,575 | $7.32M | 1.43% | −60−0.4% | Reduced |
| Triasima Portfolio Management inc. | 14,614 | $7.34M | 0.35% | +1,994+15.8% | Added |
| Ulland Investment Advisors, LLC | 14,623 | $7.34M | 4.68% | +14,623 | New |
| GPM Growth Investors, Inc. | 14,634 | $7.35M | 3.66% | −122−0.8% | Reduced |
| SOL Capital Management CO | 14,635 | $7.35M | 1.33% | −115−0.8% | Reduced |
| Ibex Wealth Advisors | 14,651 | $7.36M | 1.30% | +157+1.1% | Added |
| Handelsinvest Investeringsforvaltning | 14,861 | $7.46M | 0.76% | +3,000+25.3% | Added |
| LGT Fund Management Co Ltd. | 14,860 | $7.46M | 2.15% | +14,860 | New |
| TCTC Holdings, LLC | 14,872 | $7.47M | 0.32% | −21−0.1% | Reduced |
| Woodmont Investment Counsel LLC | 14,923 | $7.49M | 0.96% | +1,338+9.8% | Added |
| AMG National Trust Bank | 14,946 | $7.50M | 0.23% | −345−2.3% | Reduced |
| Guardian Capital Advisors LP | 15,853 | $7.51M | 0.72% | +210+1.3% | Added |
| Johanson Financial Advisors, Inc. | 14,977 | $7.52M | 2.30% | +460+3.2% | Added |
| Fundamentun, LLC | 14,999 | $7.53M | 1.19% | −865−5.5% | Reduced |
| Cunning Capital Partners, LP | 15,000 | $7.53M | 4.10% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 15,053 | $7.56M | 0.33% | −1,911−11.3% | Reduced |
| Liberty Capital Management, Inc. | 15,113 | $7.59M | 2.05% | −1,022−6.3% | Reduced |
| Sonora Investment Management Group, LLC | 15,126 | $7.59M | 0.88% | +15,126 | New |
| Beecher Investors Inc | 15,215 | $7.64M | 9.26% | +15,215 | New |
| Icon Advisers Inc | 15,219 | $7.64M | 1.23% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 15,283 | $7.67M | 6.24% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 15,296 | $7.68M | 1.72% | +272+1.8% | Added |
| Two Sigma Advisers, LP | 15,300 | $7.68M | 0.02% | +15,300 | New |
| Lester Murray Antman dba SimplyRich | 15,332 | $7.70M | 2.56% | −35−0.2% | Reduced |
| Arrow Financial Corp | 15,363 | $7.71M | 0.91% | −124−0.8% | Reduced |
| Alcosta Capital Management, Inc. | 15,378 | $7.72M | 4.64% | +63+0.4% | Added |
| Busey Wealth Management | 15,396 | $7.73M | 0.29% | +40.0% | Added |
| Eagle Capital Management, LLC | 15,412 | $7.74M | 2.03% | −124−0.8% | Reduced |
| Capital Investment Advisors, LLC | 15,549 | $7.81M | 0.24% | +368+2.4% | Added |
| Rothschild Capital Partners, LLC | 15,645 | $7.86M | 2.34% | +125+0.8% | Added |