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 |
|---|---|---|---|---|---|
| D L Carlson Investment Group Inc | 26,503 | $13.3M | 2.12% | +1,041+4.1% | Added |
| Gotham Asset Management, LLC | 26,600 | $13.4M | 0.43% | −4,436−14.3% | Reduced |
| Sigma Planning Corp | 26,824 | $13.5M | 0.38% | +1,020+4.0% | Added |
| Asymmetry Capital Management, L.P. | 26,844 | $13.5M | 7.16% | +26,844 | New |
| Logan Capital Management Inc | 26,981 | $13.5M | 0.59% | −1,437−5.1% | Reduced |
| American Portfolios Advisors | 27,406 | $13.8M | 0.46% | +3,756+15.9% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 27,467 | $13.8M | 0.40% | +3,144+12.9% | Added |
| HAP Trading, LLC | 27,476 | $13.8M | 0.96% | +13,326+94.2% | Added |
| Marks Group Wealth Management, Inc | 27,355 | $13.9M | 1.69% | +524+2.0% | Added |
| Cohen Klingenstein LLC | 27,700 | $13.9M | 0.55% | 00.0% | Unchanged |
| Leuthold Group, LLC | 27,748 | $13.9M | 1.63% | −671−2.4% | Reduced |
| King Wealth | 27,756 | $13.9M | 2.59% | −349−1.2% | Reduced |
| Madison Asset Management, LLC | 27,925 | $14.0M | 0.18% | −793−2.8% | Reduced |
| Bright Rock Capital Management, LLC | 27,938 | $14.0M | 3.18% | +3,000+12.0% | Added |
| EP Wealth Advisors, LLC | 27,945 | $14.0M | 0.33% | −1,716−5.8% | Reduced |
| Forbes J M & Co LLP | 27,996 | $14.1M | 1.61% | +201+0.7% | Added |
| Argent Trust Co | 28,006 | $14.1M | 0.82% | +700+2.6% | Added |
| Cinctive Capital Management LP | 28,107 | $14.1M | 0.66% | −25,077−47.2% | Reduced |
| Kornitzer Capital Management Inc | 28,305 | $14.2M | 0.21% | +983+3.6% | Added |
| Appleton Partners Inc | 28,328 | $14.2M | 1.07% | −991−3.4% | Reduced |
| Ameritas Investment Partners, Inc. | 28,333 | $14.2M | 0.48% | −406−1.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 28,331 | $14.2M | 0.63% | +6,620+30.5% | Added |
| Bragg Financial Advisors, Inc | 36,526 | $14.3M | 0.91% | 00.0% | Unchanged |
| Cullinan Associates Inc | 28,445 | $14.3M | 0.73% | −2,777−8.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 28,618 | $14.4M | 0.50% | +357+1.3% | Added |
| Bridgecreek Investment Management, LLC | 28,795 | $14.5M | 1.97% | −75−0.3% | Reduced |
| RiverPark Advisors, LLC | 28,915 | $14.5M | 1.75% | −2,700−8.5% | Reduced |
| HealthCor Management, L.P. | 29,000 | $14.6M | 0.80% | +29,000 | New |
| Texas Capital Bank Wealth Management Services Inc | 29,100 | $14.6M | 1.26% | −1,167−3.9% | Reduced |
| Sofos Investments, Inc. | 26,116 | $14.7M | 1.15% | +26,073+60,634.9% | Added |
| Northern Oak Wealth Management Inc | 29,307 | $14.7M | 1.66% | −174−0.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 29,614 | $14.9M | 3.54% | +29,614 | New |
| Pioneer Trust Bank N A | 29,638 | $14.9M | 3.87% | +105+0.4% | Added |
| Twin Capital Management Inc | 29,823 | $15.0M | 1.50% | −2,180−6.8% | Reduced |
| Gabalex Capital Management LLC | 30,000 | $15.1M | 6.40% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 30,016 | $15.1M | 1.14% | −204−0.7% | Reduced |
| Carlson Capital Management | 30,186 | $15.2M | 1.32% | −35−0.1% | Reduced |
| Howe & Rusling Inc | 30,270 | $15.2M | 1.78% | +2,512+9.0% | Added |
| Sectoral Asset Management Inc | 30,300 | $15.2M | 2.29% | +1,500+5.2% | Added |
| Kings Point Capital Management | 30,371 | $15.3M | 1.26% | +13,471+79.7% | Added |
| JustInvest LLC | 30,432 | $15.3M | 0.90% | +9,661+46.5% | Added |
| Buckingham Capital Management, Inc. | 30,496 | $15.3M | 2.37% | −20.0% | Reduced |
| Amica Mutual Insurance Co | 30,500 | $15.3M | 1.29% | −990−3.1% | Reduced |
| Horizon Investments, LLC | 30,536 | $15.3M | 0.46% | −4,215−12.1% | Reduced |
| German American Bancorp, Inc. | 30,803 | $15.5M | 2.17% | +567+1.9% | Added |
| Adell Harriman & Carpenter Inc | 30,934 | $15.5M | 1.44% | +546+1.8% | Added |
| Nicola Wealth Management Ltd. | 31,000 | $15.6M | 1.46% | −1,000−3.1% | Reduced |
| Diversified Trust Co | 31,037 | $15.6M | 0.51% | −995−3.1% | Reduced |
| Transform Wealth, LLC | 31,347 | $15.7M | 1.64% | −41−0.1% | Reduced |
| Park Avenue Securities LLC | 31,526 | $15.8M | 0.28% | +2,013+6.8% | Added |
| Rafferty Asset Management, LLC | 31,656 | $15.9M | 0.08% | +1,592+5.3% | Added |
| Atlantic Union Bankshares Corp | 31,712 | $15.9M | 1.35% | +40+0.1% | Added |
| Addenda Capital Inc. | 31,762 | $15.9M | 0.68% | −390−1.2% | Reduced |
| Ethic Inc. | 31,765 | $15.9M | 1.23% | +4,194+15.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 32,101 | $16.1M | 7.69% | +50.0% | Added |
| Clifford Swan Investment Counsel LLC | 32,125 | $16.1M | 0.56% | −498−1.5% | Reduced |
| Walleye Trading LLC | 32,140 | $16.1M | 0.26% | +31,422+4,376.3% | Added |
| D.A. Davidson & Co. | 32,277 | $16.2M | 0.17% | −1,288−3.8% | Reduced |
| Fidelity National Financial, Inc. | 32,440 | $16.3M | 1.35% | 00.0% | Unchanged |
| Hancock Whitney Corp | 32,593 | $16.4M | 0.51% | +236+0.7% | Added |
| Comerica Securities,inc. | 32,607 | $16.4M | 1.05% | +167+0.5% | Added |
| Desjardins Global Asset Management Inc. | 32,627 | $16.4M | 1.40% | +32,627 | New |
| Mill Capital Management, LLC | 32,627 | $16.4M | 1.68% | +32,627 | New |
| Harbor Investment Advisory, LLC | 32,664 | $16.4M | 2.08% | −78−0.2% | Reduced |
| Copeland Capital Management, LLC | 32,735 | $16.4M | 0.43% | +379+1.2% | Added |
| Bank of the West | 32,776 | $16.5M | 1.56% | −425−1.3% | Reduced |
| Quest Investment Management LLC | 32,817 | $16.5M | 1.41% | −6,201−15.9% | Reduced |
| Picton Mahoney Asset Management | 32,880 | $16.5M | 0.59% | +3,980+13.8% | Added |
| Wallington Asset Management, LLC | 32,956 | $16.5M | 2.52% | +105+0.3% | Added |
| Smith Group Asset Management, LLC | 33,094 | $16.6M | 0.76% | −265−0.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 33,124 | $16.6M | 1.21% | +1,077+3.4% | Added |
| Arbor Wealth Management, LLC | 33,132 | $16.6M | 3.65% | −666−2.0% | Reduced |
| Veritable, L.P. | 33,335 | $16.7M | 0.25% | −216−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 33,788 | $17.0M | 0.48% | +6,243+22.7% | Added |
| Squarepoint Ops LLC | 33,858 | $17.0M | 0.08% | −155,957−82.2% | Reduced |
| HighTower Trust Services, LTA | 33,891 | $17.0M | 1.66% | +430+1.3% | Added |
| Distillate Capital Partners LLC | 33,921 | $17.0M | 2.86% | +11,130+48.8% | Added |
| Dorsey & Whitney Trust CO LLC | 33,938 | $17.0M | 1.43% | +258+0.8% | Added |
| Neville Rodie & Shaw Inc | 33,945 | $17.0M | 1.21% | −283−0.8% | Reduced |
| Stewart Asset Management, LLC | 34,017 | $17.1M | 9.12% | −748−2.2% | Reduced |
| Pittenger & Anderson Inc | 34,292 | $17.2M | 0.80% | +2,037+6.3% | Added |
| Alpha Cubed Investments, LLC | 34,314 | $17.2M | 1.13% | +1,841+5.7% | Added |
| Torray LLC | 34,428 | $17.3M | 2.55% | −3,677−9.6% | Reduced |
| Osher Van de Voorde Investment Management | 35,059 | $17.6M | 3.89% | −5,210−12.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 34,959 | $17.6M | 0.23% | −24−0.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 35,199 | $17.7M | 1.00% | +1,630+4.9% | Added |
| PEAK6 Investments LLC | 35,522 | $17.8M | 0.50% | −13,137−27.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 35,556 | $17.9M | 0.65% | +1,125+3.3% | Added |
| Ninety One North America, Inc. | 35,605 | $17.9M | 0.63% | +21,424+151.1% | Added |
| YHB Investment Advisors, Inc. | 35,786 | $18.0M | 1.42% | +712+2.0% | Added |
| Chesley Taft & Associates LLC | 35,900 | $18.0M | 0.93% | −309−0.9% | Reduced |
| Advisory Research Inc | 35,925 | $18.0M | 1.42% | −321−0.9% | Reduced |
| CCM Investment Advisers LLC | 35,998 | $18.1M | 2.19% | −1,447−3.9% | Reduced |
| Siemens Fonds Invest GmbH | 35,854 | $18.1M | 1.19% | −304−0.8% | Reduced |
| Washington Trust Bank | 36,074 | $18.1M | 1.75% | −206−0.6% | Reduced |
| Violich Capital Management, Inc. | 36,135 | $18.1M | 2.61% | +100.0% | Added |
| Cypress Capital Management LLC | 36,340 | $18.2M | 2.06% | +1,565+4.5% | Added |
| James Investment Research Inc | 36,458 | $18.3M | 1.68% | −1,511−4.0% | Reduced |
| Pinnacle Associates Ltd | 36,472 | $18.3M | 0.32% | −525−1.4% | Reduced |
| Albion Financial Group | 36,476 | $18.3M | 1.45% | +60.0% | Added |