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 |
|---|---|---|---|---|---|
| Palisade Asset Management, LLC | 36,483 | $18.3M | 2.05% | −64−0.2% | Reduced |
| Middleton & Co Inc | 36,496 | $18.3M | 1.79% | −3,289−8.3% | Reduced |
| Andra AP-fonden | 36,800 | $18.5M | 0.38% | +2,300+6.7% | Added |
| Earnest Partners LLC | 37,245 | $18.7M | 0.11% | −2,509−6.3% | Reduced |
| Bell Asset Management Ltd | 37,389 | $18.8M | 3.03% | −4,478−10.7% | Reduced |
| Beacon Pointe Advisors, LLC | 37,610 | $18.9M | 0.49% | −12,154−24.4% | Reduced |
| Oak Ridge Investments LLC | 37,620 | $18.9M | 1.60% | −887−2.3% | Reduced |
| Parkman Healthcare Partners LLC | 37,823 | $19.0M | 4.30% | +37,823 | New |
| Ieq Capital, LLC | 37,911 | $19.0M | 0.44% | +2,151+6.0% | Added |
| Brookfield Asset Management Inc. | 38,317 | $19.2M | 0.08% | −3,448−8.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 38,334 | $19.2M | 1.01% | −48−0.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 38,730 | $19.4M | 0.76% | +748+2.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 38,774 | $19.5M | 0.04% | +974+2.6% | Added |
| Eagle Global Advisors LLC | 38,968 | $19.6M | 1.23% | −504−1.3% | Reduced |
| Suncoast Equity Management | 39,303 | $19.7M | 2.50% | +34,547+726.4% | Added |
| O'Shares Investment Advisers, LLC | 39,314 | $19.7M | 1.41% | +2,879+7.9% | Added |
| Abner Herrman & Brock LLC | 39,381 | $19.8M | 2.58% | −559−1.4% | Reduced |
| LSV Asset Management | 39,550 | $19.9M | 0.04% | −1,140−2.8% | Reduced |
| Oxbow Advisors, LLC | 39,733 | $20.0M | 1.91% | −138−0.3% | Reduced |
| Haverford Financial Services, Inc. | 39,914 | $20.0M | 4.54% | −1,917−4.6% | Reduced |
| Stewart & Patten Co LLC | 39,926 | $20.0M | 2.99% | +98+0.2% | Added |
| Patten & Patten Inc | 40,226 | $20.2M | 1.40% | −490−1.2% | Reduced |
| Aptus Capital Advisors, LLC | 40,355 | $20.3M | 0.69% | +2,759+7.3% | Added |
| JLB & Associates Inc | 40,374 | $20.3M | 2.88% | +1,045+2.7% | Added |
| Lockheed Martin Investment Management Co | 40,527 | $20.4M | 1.09% | +3,630+9.8% | Added |
| Advisors Asset Management, Inc. | 40,549 | $20.4M | 0.29% | +2,736+7.2% | Added |
| Curi Capital | 40,688 | $20.4M | 3.53% | +39,462+3,218.8% | Added |
| First American Bank | 40,750 | $20.5M | 1.08% | +1,252+3.2% | Added |
| Stillwater Capital Advisors, LLC | 40,834 | $20.5M | 3.12% | −641−1.5% | Reduced |
| Marco Investment Management LLC | 40,995 | $20.6M | 2.02% | −10,409−20.2% | Reduced |
| FineMark National Bank & Trust | 41,098 | $20.6M | 0.79% | −65−0.2% | Reduced |
| Bamco Inc | 41,235 | $20.7M | 0.04% | +7,680+22.9% | Added |
| Crossmark Global Holdings, Inc. | 41,643 | $20.9M | 0.45% | −90−0.2% | Reduced |
| Calamos Wealth Management LLC | 42,278 | $21.2M | 1.55% | +1,242+3.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 42,372 | $21.3M | 0.41% | −454−1.1% | Reduced |
| Dowling & Yahnke LLC | 42,410 | $21.3M | 1.02% | −424−1.0% | Reduced |
| Makena Capital Management LLC | 42,735 | $21.5M | 2.43% | +1,028+2.5% | Added |
| Sawgrass Asset Management LLC | 42,913 | $21.5M | 2.06% | −2,931−6.4% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | – | $21.6M | 1.74% | – | – |
| Colonial Trust Advisors | 42,993 | $21.6M | 2.41% | −756−1.7% | Reduced |
| BTR Capital Management Inc | 43,145 | $21.7M | 2.44% | +95+0.2% | Added |
| Private Capital Advisors, Inc. | 43,189 | $21.7M | 3.46% | −916−2.1% | Reduced |
| Foyston, Gordon, & Payne Inc | 43,494 | $21.8M | 5.10% | −1,455−3.2% | Reduced |
| Front Barnett Associates LLC | 43,567 | $21.9M | 2.05% | −113−0.3% | Reduced |
| Hemenway Trust Co LLC | 43,583 | $21.9M | 1.99% | +1,353+3.2% | Added |
| DuPont Capital Management Corp | 43,627 | $21.9M | 0.78% | −11,496−20.9% | Reduced |
| National Asset Management, Inc. | 43,812 | $22.0M | 0.63% | +1,158+2.7% | Added |
| Advisor Partners LLC | 43,817 | $22.0M | 1.33% | −473−1.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 44,088 | $22.1M | 0.72% | +855+2.0% | Added |
| Citizens Financial Group Inc | 44,858 | $22.1M | 0.74% | −2,046−4.4% | Reduced |
| Cetera Investment Advisers | 44,197 | $22.2M | 0.32% | −738−1.6% | Reduced |
| Snowden Capital Advisors LLC | 44,215 | $22.2M | 1.13% | −4,864−9.9% | Reduced |
| Tdam USA Inc. | 45,011 | $22.6M | 1.40% | −23,260−34.1% | Reduced |
| Novare Capital Management LLC | 45,163 | $22.7M | 2.30% | −986−2.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 45,171 | $22.7M | 1.40% | +826+1.9% | Added |
| NewEdge Wealth, LLC | 45,439 | $22.8M | 0.96% | +1,789+4.1% | Added |
| Capital International Sarl | 45,586 | $22.9M | 1.09% | +406+0.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 45,658 | $22.9M | 1.46% | −4,200−8.4% | Reduced |
| Cardinal Capital Management, Inc. | 46,013 | $23.1M | 1.08% | +581+1.3% | Added |
| Narwhal Capital Management | 46,530 | $23.4M | 2.66% | −2,186−4.5% | Reduced |
| Oppenheimer & Co Inc | 46,723 | $23.5M | 0.41% | +2,072+4.6% | Added |
| Hendershot Investments Inc. | 47,331 | $23.8M | 3.61% | −285−0.6% | Reduced |
| Simplex Trading, LLC | 47,558 | $23.9M | 0.78% | +47,558 | New |
| Old National Bancorp | 47,729 | $24.0M | 0.86% | −1,368−2.8% | Reduced |
| Hyperion Capital Advisors LP | 47,882 | $24.0M | 5.37% | +2,410+5.3% | Added |
| GW Henssler & Associates Ltd | 48,439 | $24.3M | 1.55% | −182−0.4% | Reduced |
| Trust Co of Virginia | 48,845 | $24.5M | 2.44% | −485−1.0% | Reduced |
| GAM Holding AG | 48,859 | $24.5M | 1.09% | −859−1.7% | Reduced |
| Pacer Advisors, Inc. | 49,030 | $24.6M | 0.25% | −7,397−13.1% | Reduced |
| Massmutual Trust Co FSB | 49,437 | $24.8M | 0.92% | −662−1.3% | Reduced |
| Peapack Gladstone Financial Corp | 49,589 | $24.9M | 0.47% | +5,344+12.1% | Added |
| North Point Portfolio Managers Corp | 49,591 | $24.9M | 3.26% | −2,013−3.9% | Reduced |
| Stack Financial Management, Inc | 49,936 | $25.1M | 2.16% | −285−0.6% | Reduced |
| Callahan Advisors, LLC | 49,974 | $25.1M | 2.82% | +267+0.5% | Added |
| Blue Chip Partners, Inc. | 51,195 | $25.7M | 3.23% | +883+1.8% | Added |
| Cohen Capital Management, Inc. | 51,347 | $25.8M | 4.22% | −70.0% | Reduced |
| Shufro Rose & Co LLC | 51,535 | $25.9M | 1.87% | −2,637−4.9% | Reduced |
| SeaTown Holdings Pte. Ltd. | 52,000 | $26.1M | 1.41% | +52,000 | New |
| D'Orazio & Associates, Inc. | 52,165 | $26.2M | 6.05% | +413+0.8% | Added |
| Wedgewood Partners Inc | 52,466 | $26.3M | 3.50% | +494+1.0% | Added |
| Beach Investment Counsel Inc | 52,972 | $26.6M | 3.52% | −964−1.8% | Reduced |
| Guardian Capital LP | 53,053 | $26.6M | 0.51% | +1,024+2.0% | Added |
| Gluskin Sheff & Assoc Inc | 53,125 | $26.7M | 1.10% | −95−0.2% | Reduced |
| Palladium Partners LLC | 53,163 | $26.7M | 1.09% | −172−0.3% | Reduced |
| Manning & Napier Group, LLC | 53,258 | $26.7M | 0.22% | −4,089−7.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 53,455 | $26.8M | 0.70% | −12,420−18.9% | Reduced |
| Freestone Capital Holdings, LLC | 53,500 | $26.9M | 1.14% | +3,255+6.5% | Added |
| Congress Wealth Management LLC | 54,215 | $27.2M | 0.54% | +54,215 | New |
| Barrett Asset Management, LLC | 54,250 | $27.2M | 1.03% | +22,822+72.6% | Added |
| Vident Investment Advisory, LLC | 54,852 | $27.5M | 0.72% | +10,187+22.8% | Added |
| RBF Capital, LLC | 55,000 | $27.6M | 1.73% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 55,246 | $27.7M | 0.45% | −3,337−5.7% | Reduced |
| Raub Brock Capital Management LP | 71,518 | $27.9M | 4.25% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 55,892 | $28.1M | 25.17% | −218−0.4% | Reduced |
| Azimuth Capital Management LLC | 55,933 | $28.1M | 1.13% | −541−1.0% | Reduced |
| Penn Davis McFarland Inc | 55,996 | $28.1M | 4.77% | −978−1.7% | Reduced |
| Kentucky Retirement Systems | 56,272 | $28.3M | 1.15% | +1,447+2.6% | Added |
| Payden & Rygel | 56,710 | $28.5M | 1.32% | +1,110+2.0% | Added |
| Ziegler Capital Management, LLC | 57,101 | $28.7M | 1.03% | −1,519−2.6% | Reduced |
| QV Investors Inc. | 57,280 | $28.8M | 2.00% | +11,630+25.5% | Added |