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 |
|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | 19,497 | $9.79M | 1.24% | +117+0.6% | Added |
| Orion Portfolio Solutions, LLC | 19,510 | $9.80M | 0.33% | +1,613+9.0% | Added |
| Advanced Asset Management Advisors Inc | 19,570 | $9.83M | 2.04% | +170+0.9% | Added |
| Citizens Business Bank | 19,723 | $9.90M | 1.21% | −439−2.2% | Reduced |
| BTC Capital Management, Inc. | 19,684 | $9.93M | 0.98% | +612+3.2% | Added |
| Moody National Bank Trust Division | 19,810 | $9.95M | 0.30% | −65,526−76.8% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 19,818 | $9.95M | 0.15% | −20,183−50.5% | Reduced |
| Coldstream Capital Management Inc | 19,826 | $9.96M | 0.31% | +5,107+34.7% | Added |
| Estabrook Capital Management | 19,854 | $9.97M | 1.41% | −537−2.6% | Reduced |
| Caldwell Trust Co | 19,903 | $9.99M | 1.15% | +224+1.1% | Added |
| Brown Brothers Harriman & Co | 19,913 | $10.0M | 0.06% | +2,366+13.5% | Added |
| Private Advisory Group LLC | 19,933 | $10.0M | 2.05% | +1,257+6.7% | Added |
| Motco | 19,943 | $10.0M | 0.62% | −499−2.4% | Reduced |
| Corient Capital Partners, LLC | 19,958 | $10.0M | 0.66% | +767+4.0% | Added |
| Greenline Partners, LLC | 19,999 | $10.0M | 1.89% | +439+2.2% | Added |
| Penobscot Investment Management Company, Inc. | 20,084 | $10.1M | 1.36% | +125+0.6% | Added |
| Mission Wealth Management, LP | 20,115 | $10.1M | 0.46% | +5,416+36.8% | Added |
| Avantax Advisory Services, Inc. | 20,169 | $10.1M | 0.15% | +2,592+14.7% | Added |
| Capstone Investment Advisors, LLC | 20,187 | $10.1M | 0.16% | −50,070−71.3% | Reduced |
| Greenwich Wealth Management LLC | 20,199 | $10.1M | 0.83% | −45−0.2% | Reduced |
| Highland Capital Management, LLC | 20,245 | $10.2M | 0.58% | +350+1.8% | Added |
| Core Alternative Capital | 23,651 | $10.2M | 2.05% | −497−2.1% | Reduced |
| Live Oak Private Wealth LLC | 20,276 | $10.2M | 1.91% | −253−1.2% | Reduced |
| First Hawaiian Bank | 20,353 | $10.2M | 0.30% | +5,503+37.1% | Added |
| L & S Advisors Inc | 20,369 | $10.2M | 1.10% | +9,305+84.1% | Added |
| Covington Investment Advisors Inc. | 20,415 | $10.3M | 2.09% | −175−0.8% | Reduced |
| Stonebridge Capital Advisors LLC | 20,464 | $10.3M | 1.13% | +492+2.5% | Added |
| WoodTrust Financial Corp | 20,498 | $10.3M | 2.13% | +452+2.3% | Added |
| Arnhold LLC | 20,649 | $10.4M | 1.17% | −5,883−22.2% | Reduced |
| Evoke Wealth, LLC | 20,712 | $10.4M | 0.33% | +10.0% | Added |
| Roundview Capital LLC | 20,778 | $10.4M | 1.04% | +1,133+5.8% | Added |
| Focus Financial Network, Inc. | 20,786 | $10.4M | 1.53% | +1,088+5.5% | Added |
| Strong Tower Advisory Services | 20,833 | $10.5M | 5.58% | −336−1.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 20,838 | $10.5M | 0.42% | −366−1.7% | Reduced |
| Cambridge Financial Group, Inc. | 20,939 | $10.5M | 4.13% | +1,015+5.1% | Added |
| Parsec Financial Management, Inc. | 20,944 | $10.5M | 0.44% | +1,356+6.9% | Added |
| Greenleaf Trust | 21,010 | $10.6M | 0.12% | +1,725+8.9% | Added |
| Security National Bank | 21,130 | $10.6M | 2.40% | −232−1.1% | Reduced |
| St Germain D J Co Inc | 21,143 | $10.6M | 0.58% | −190−0.9% | Reduced |
| Bridgeway Capital Management, LLC | 21,300 | $10.7M | 0.20% | −5,350−20.1% | Reduced |
| Tiger Eye Capital LLC | 21,366 | $10.7M | 2.96% | +19,500+1,045.0% | Added |
| Cigna Investments Inc | 21,383 | $10.7M | 0.84% | −7,606−26.2% | Reduced |
| Tocqueville Asset Management L.P. | 21,477 | $10.8M | 0.15% | −30.0% | Reduced |
| Glenview Trust Co | 21,502 | $10.8M | 0.36% | −320−1.5% | Reduced |
| Leavell Investment Management, Inc. | 21,517 | $10.8M | 0.72% | −20−0.1% | Reduced |
| Sargent Bickham Lagudis LLC | 21,539 | $10.8M | 0.82% | +352+1.7% | Added |
| Vestcor Inc | 21,575 | $10.8M | 0.38% | −2,917−11.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 21,778 | $10.9M | 1.71% | +60.0% | Added |
| Goelzer Investment Management, Inc. | 21,782 | $10.9M | 0.89% | −912−4.0% | Reduced |
| Gifford Fong Associates | 22,000 | $11.0M | 1.93% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 22,029 | $11.1M | 0.28% | +1,043+5.0% | Added |
| Redpoint Investment Management Pty Ltd | 22,297 | $11.2M | 0.89% | −982−4.2% | Reduced |
| Fulcrum Capital LLC | 22,380 | $11.2M | 2.44% | −321−1.4% | Reduced |
| Central Bank & Trust Co | 22,392 | $11.2M | 1.74% | −834−3.6% | Reduced |
| Alerus Financial NA | 22,401 | $11.2M | 0.92% | +2,448+12.3% | Added |
| Ninety One SA (PTY) Ltd | 22,359 | $11.3M | 3.29% | +4,783+27.2% | Added |
| Morse Asset Management, Inc | 22,452 | $11.3M | 2.52% | +115+0.5% | Added |
| Arden Trust Co | 22,484 | $11.3M | 1.92% | +243+1.1% | Added |
| B. Riley Wealth Management, Inc. | 22,601 | $11.3M | 0.79% | +811+3.7% | Added |
| Scholtz & Company, LLC | 22,641 | $11.4M | 3.67% | +3,443+17.9% | Added |
| First Quadrant L P | 22,737 | $11.4M | 1.23% | −50−0.2% | Reduced |
| Somerville Kurt F | 22,782 | $11.4M | 1.59% | −108−0.5% | Reduced |
| Tradewinds, LLC. | 21,767 | $11.5M | 13.53% | +21,767 | New |
| Churchill Management Corp | 22,992 | $11.5M | 0.16% | +5,836+34.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 23,079 | $11.6M | 1.26% | −15−0.1% | Reduced |
| Banque Cantonale Vaudoise | 23,345 | $11.7M | 0.46% | −1,551−6.2% | Reduced |
| Spearhead Capital Advisors, LLC | 23,351 | $11.7M | 1.42% | +415+1.8% | Added |
| American National Bank | 23,369 | $11.7M | 2.29% | −2,073−8.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 23,393 | $11.7M | 1.14% | +7,270+45.1% | Added |
| First Citizens Bank & Trust Co | 23,430 | $11.8M | 0.46% | −110−0.5% | Reduced |
| Wetherby Asset Management Inc | 23,629 | $11.9M | 0.67% | +479+2.1% | Added |
| Catalyst Capital Advisors LLC | 23,643 | $11.9M | 0.55% | −1,100−4.4% | Reduced |
| Conning Inc. | 23,717 | $11.9M | 0.32% | −2,909−10.9% | Reduced |
| HB Wealth Management, LLC | 23,879 | $12.0M | 0.24% | +23,879 | New |
| Everence Capital Management Inc | 23,900 | $12.0M | 0.89% | +2,700+12.7% | Added |
| Stonnington Group, LLC | 25,598 | $12.0M | 2.59% | −137−0.5% | Reduced |
| Richard Bernstein Advisors LLC | 24,346 | $12.2M | 0.24% | +7,216+42.1% | Added |
| Segment Wealth Management, LLC | 24,375 | $12.2M | 1.28% | +743+3.1% | Added |
| IndexIQ Advisors LLC | 24,383 | $12.2M | 0.41% | +423+1.8% | Added |
| Terry L. Blaker | 24,391 | $12.2M | 0.95% | +1,164+5.0% | Added |
| Muhlenkamp & Co Inc | 24,396 | $12.3M | 4.27% | −16−0.1% | Reduced |
| Motley Fool Asset Management LLC | 24,407 | $12.3M | 0.78% | +98+0.4% | Added |
| Highlander Capital Management, LLC | 24,440 | $12.3M | 5.68% | 00.0% | Unchanged |
| Ledyard National Bank | 24,515 | $12.3M | 1.18% | −977−3.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 24,641 | $12.4M | 1.15% | +136+0.6% | Added |
| Independent Advisor Alliance | 24,661 | $12.4M | 0.61% | +803+3.4% | Added |
| First National Bank of Omaha | 24,929 | $12.5M | 0.60% | −502−2.0% | Reduced |
| Premier Asset Management LLC | 25,102 | $12.6M | 2.19% | −7,236−22.4% | Reduced |
| BerganKDV Wealth Management, LLC | 25,239 | $12.7M | 1.32% | −156−0.6% | Reduced |
| Heritage Trust Co | 25,465 | $12.8M | 1.64% | −46−0.2% | Reduced |
| Schmidt P J Investment Management Inc | 27,090 | $12.8M | 2.56% | −230−0.8% | Reduced |
| TruWealth Advisors, LLC | 25,545 | $12.8M | 1.30% | +775+3.1% | Added |
| Profund Advisors LLC | 25,567 | $12.8M | 0.42% | +1,447+6.0% | Added |
| Level Four Advisory Services, LLC | 25,817 | $13.0M | 0.99% | +1,548+6.4% | Added |
| TD Private Client Wealth LLC | 25,928 | $13.0M | 0.54% | −6,874−21.0% | Reduced |
| Cresset Asset Management, LLC | 26,068 | $13.1M | 0.13% | −3,575−12.1% | Reduced |
| Wedbush Securities Inc | 26,078 | $13.1M | 0.56% | +1,171+4.7% | Added |
| Grimes & Company, Inc. | 26,303 | $13.2M | 0.60% | +49+0.2% | Added |
| Girard Partners Ltd. | 26,325 | $13.2M | 1.44% | −1,095−4.0% | Reduced |
| Telemus Capital, LLC | 26,449 | $13.3M | 1.07% | +112+0.4% | Added |