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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 15,645 | $7.86M | 0.23% | +1,819+13.2% | Added |
| Thompson Investment Management, Inc. | 15,651 | $7.86M | 1.11% | −1,062−6.4% | Reduced |
| Fulton Bank, N.A. | 15,659 | $7.86M | 0.35% | −605−3.7% | Reduced |
| Quadrature Capital Ltd | 15,664 | $7.87M | 0.41% | −25,107−61.6% | Reduced |
| IBM Retirement Fund | 15,663 | $7.87M | 0.98% | −10,893−41.0% | Reduced |
| Ayrshire Capital Management LLC | 15,667 | $7.87M | 3.99% | −9−0.1% | Reduced |
| Barings LLC | 15,784 | $7.93M | 0.20% | −2,560−14.0% | Reduced |
| Chemung Canal Trust Co | 15,844 | $7.96M | 1.44% | −1,302−7.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 15,848 | $7.96M | 0.59% | −270−1.7% | Reduced |
| GHP Investment Advisors, Inc. | 15,885 | $7.98M | 0.57% | −208−1.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 15,890 | $7.98M | 0.39% | +2,083+15.1% | Added |
| Harbour Capital Advisors, LLC | 15,905 | $7.99M | 1.96% | +297+1.9% | Added |
| Marshall & Sullivan Inc | 15,910 | $7.99M | 3.85% | −41−0.3% | Reduced |
| Highline Capital Management, L.P. | 16,021 | $8.04M | 7.34% | +16,021 | New |
| Sigma Investment Counselors Inc | 16,023 | $8.05M | 0.56% | −151−0.9% | Reduced |
| Asset Planning Services Inc | 16,060 | $8.06M | 4.34% | −450−2.7% | Reduced |
| First Midwest Bank Trust Division | 16,082 | $8.07M | 1.04% | +81+0.5% | Added |
| RiverFront Investment Group, LLC | 16,086 | $8.08M | 0.25% | +1,230+8.3% | Added |
| Ascent Wealth Partners, LLC | 16,086 | $8.08M | 1.44% | −2,200−12.0% | Reduced |
| Primecap Management Co | 16,205 | $8.14M | 0.01% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 16,209 | $8.14M | 2.40% | +422+2.7% | Added |
| Anchor Investment Management, LLC | 16,232 | $8.15M | 1.01% | +78+0.5% | Added |
| Cape Cod Five Cents Savings Bank | 16,241 | $8.15M | 0.78% | +127+0.8% | Added |
| Murphy Capital Management Inc | 16,254 | $8.16M | 0.88% | +621+4.0% | Added |
| BOK Financial Private Wealth, Inc. | 16,298 | $8.18M | 0.56% | +335+2.1% | Added |
| Minot Wealth Management LLC | 16,363 | $8.22M | 1.58% | +514+3.2% | Added |
| KCM Investment Advisors LLC | 16,384 | $8.23M | 0.29% | +287+1.8% | Added |
| Schnieders Capital Management LLC | 16,414 | $8.24M | 1.93% | +238+1.5% | Added |
| Meritage Portfolio Management | 16,415 | $8.24M | 0.47% | −57−0.3% | Reduced |
| Arjuna Capital | 16,419 | $8.24M | 3.02% | −215−1.3% | Reduced |
| Kestra Private Wealth Services, LLC | 16,419 | $8.24M | 0.39% | +3,242+24.6% | Added |
| Winmill & Co. Inc | 16,475 | $8.27M | 2.38% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 16,479 | $8.28M | 1.87% | +56+0.3% | Added |
| Schechter Investment Advisors, LLC | 16,496 | $8.28M | 0.75% | +16,496 | New |
| Great Valley Advisor Group, Inc. | 18,160 | $8.38M | 0.52% | +184+1.0% | Added |
| Mattern Capital Management, LLC | 16,683 | $8.38M | 1.47% | −360−2.1% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 16,707 | $8.39M | 2.95% | +3,053+22.4% | Added |
| Gladstone Institutional Advisory LLC | 16,752 | $8.41M | 0.65% | +6,641+65.7% | Added |
| Mader & Shannon Wealth Management, Inc. | 16,786 | $8.43M | 4.66% | +242+1.5% | Added |
| Axxcess Wealth Management, LLC | 16,825 | $8.45M | 0.64% | +16,825 | New |
| Evergreen Capital Management LLC | 16,833 | $8.45M | 0.34% | +219+1.3% | Added |
| Meiji Yasuda Life Insurance Co | 16,856 | $8.46M | 0.15% | −1,828−9.8% | Reduced |
| Stolper Co | 16,862 | $8.47M | 3.77% | −103−0.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 16,920 | $8.50M | 0.16% | −814−4.6% | Reduced |
| Wedge Capital Management L L P | 16,925 | $8.50M | 0.11% | −5,681−25.1% | Reduced |
| Empire Life Investments Inc. | 16,960 | $8.52M | 0.52% | 00.0% | Unchanged |
| Alapocas Investment Partners, Inc. | 16,973 | $8.52M | 6.54% | +16,973 | New |
| PKO Investment Management Joint-Stock Co | 16,996 | $8.53M | 0.96% | −2,448−12.6% | Reduced |
| E. Ohman J:or Asset Management AB | 17,000 | $8.54M | 0.25% | −25,300−59.8% | Reduced |
| Spinnaker Trust | 17,013 | $8.54M | 0.55% | +20+0.1% | Added |
| S&T Bank | 17,013 | $8.54M | 1.25% | +87+0.5% | Added |
| Executive Wealth Management, LLC | 17,065 | $8.57M | 0.85% | +752+4.6% | Added |
| Consolidated Investment Group LLC | 17,100 | $8.59M | 1.36% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 17,110 | $8.59M | 0.51% | −231−1.3% | Reduced |
| Weatherly Asset Management L. P. | 17,183 | $8.63M | 0.96% | −269−1.5% | Reduced |
| KMG Fiduciary Partners, LLC | 17,263 | $8.67M | 1.34% | −1,386−7.4% | Reduced |
| Qube Research & Technologies Ltd | 17,290 | $8.68M | 0.07% | −110,332−86.5% | Reduced |
| Signaturefd, LLC | 17,300 | $8.69M | 0.27% | +2,018+13.2% | Added |
| EFG Asset Management (Americas) Corp. | 17,331 | $8.72M | 1.47% | +3,235+22.9% | Added |
| Empirical Finance, LLC | 17,474 | $8.77M | 1.04% | +3,180+22.2% | Added |
| Silvercrest Asset Management Group LLC | 17,476 | $8.78M | 0.06% | −17−0.1% | Reduced |
| Sivik Global Healthcare LLC | 17,500 | $8.79M | 3.76% | −52,500−75.0% | Reduced |
| HBK Sorce Advisory LLC | 17,514 | $8.80M | 0.45% | +610+3.6% | Added |
| Lincoln Capital Corp | 17,623 | $8.85M | 4.25% | +36+0.2% | Added |
| Shelton Capital Management | 17,645 | $8.86M | 0.32% | −2,748−13.5% | Reduced |
| Essex Financial Services, Inc. | 17,647 | $8.86M | 0.88% | +4,382+33.0% | Added |
| Cubic Asset Management, LLC | 17,763 | $8.92M | 2.02% | −380−2.1% | Reduced |
| EULAV Asset Management | 17,803 | $8.94M | 0.23% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 17,953 | $8.98M | 0.73% | −13,477−42.9% | Reduced |
| PointState Capital LP | 17,900 | $8.99M | 0.28% | +17,900 | New |
| Exencial Wealth Advisors, LLC | 17,949 | $9.01M | 0.44% | −1,123−5.9% | Reduced |
| Toth Financial Advisory Corp | 17,984 | $9.03M | 1.23% | −256−1.4% | Reduced |
| Fragasso Group Inc. | 18,004 | $9.04M | 1.07% | +837+4.9% | Added |
| Credit Agricole S A | 18,101 | $9.09M | 0.31% | +256+1.4% | Added |
| AdvisorNet Financial, Inc | 18,159 | $9.12M | 0.56% | −77−0.4% | Reduced |
| Cozad Asset Management Inc | 18,207 | $9.14M | 1.30% | −185−1.0% | Reduced |
| Equitable Trust Co | 18,239 | $9.16M | 0.57% | −613−3.3% | Reduced |
| Apollon Wealth Management, LLC | 18,244 | $9.16M | 0.74% | +2,863+18.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 18,290 | $9.18M | 0.80% | −138−0.7% | Reduced |
| Princeton Global Asset Management LLC | 18,431 | $9.26M | 2.59% | +213+1.2% | Added |
| Sawtooth Solutions, LLC | 18,516 | $9.30M | 1.04% | +9,534+106.1% | Added |
| Burt Wealth Advisors | 18,534 | $9.31M | 3.04% | 00.0% | Unchanged |
| Generali Powszechne Towarzystwo Emerytalne | 18,546 | $9.31M | 8.89% | +18,546 | New |
| Contravisory Investment Management, Inc. | 18,649 | $9.36M | 2.53% | +176+1.0% | Added |
| Autus Asset Management, LLC | 18,658 | $9.37M | 0.94% | +634+3.5% | Added |
| Avitas Wealth Management LLC | 18,666 | $9.37M | 1.57% | +3,532+23.3% | Added |
| American Trust | 18,706 | $9.39M | 0.72% | +18,706 | New |
| Farmers & Merchants Trust Co of Long Beach | 18,716 | $9.40M | 2.29% | +167+0.9% | Added |
| Columbus Hill Capital Management, L.P. | 18,761 | $9.42M | 1.45% | −46,887−71.4% | Reduced |
| Wright Investors Service Inc | 18,883 | $9.48M | 2.40% | +1,226+6.9% | Added |
| Chronos Wealth Management, LLC | 18,903 | $9.49M | 5.75% | −93−0.5% | Reduced |
| WESPAC Advisors SoCal, LLC | 20,304 | $9.51M | 2.91% | −170−0.8% | Reduced |
| Kesler, Norman & Wride, LLC | 18,997 | $9.54M | 2.02% | +363+1.9% | Added |
| Meridian Wealth Management, LLC | 19,061 | $9.57M | 1.02% | −55−0.3% | Reduced |
| Cetera Advisors LLC | 19,086 | $9.58M | 0.19% | −528−2.7% | Reduced |
| Toroso Investments, LLC | 19,224 | $9.65M | 0.30% | +2,369+14.1% | Added |
| MainStreet Investment Advisors LLC | 19,262 | $9.67M | 0.84% | −698−3.5% | Reduced |
| Sumitomo Life Insurance Co | 19,302 | $9.69M | 0.23% | −1,149−5.6% | Reduced |
| Baader Bank INC | 19,375 | $9.73M | 0.77% | +19,375 | New |
| Granite Investment Partners, LLC | 19,436 | $9.76M | 0.28% | −650−3.2% | Reduced |