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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; 3,394 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
+381 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
89
965 more reduced

45 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.

Institutional holdersQ4 2021: 2,909 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,394 institutions
Value heldQ4 2021: $413.9B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,394$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q3 2021.

Institutions holding UNH in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
New Millennium Group LLC431$216.0K0.16%+431New
Academy Capital Management Inc432$217.0K0.03%+432New
BlueSky Wealth Advisors, LLC432$217.0K0.04%+432New
Exeter Financial, LLC467$217.0K0.12%+467New
Wayfinding Financial, LLC470$217.0K0.17%+470New
Bell Investment Advisors, Inc434$218.0K0.06%+31+7.7%Added
Fi3 FINANCIAL ADVISORS, LLC434$218.0K0.14%+434New
SJS Investment Consulting Inc.435$218.0K0.07%+435New
Cordasco Financial Network436$219.0K0.14%+90+26.0%Added
Covestor Ltd435$219.0K0.31%+435New
Corrigan Financial, Inc.440$220.7K0.06%+440New
Raffa Wealth Management, LLC440$220.9K0.07%00.0%Unchanged
Itau Unibanco Holding S.A.438$221.0K0.01%−7,235−94.3%Reduced
BLB&B Advisors, LLC440$221.0K0.01%+440New
Wellspring Financial Advisors, LLC440$221.0K0.06%+440New
Selective Wealth Management, Inc.443$222.0K0.09%−250−36.1%Reduced
Laurel Wealth Advisors LLC443$222.0K0.05%00.0%Unchanged
Paces Ferry Wealth Advisors, LLC442$222.0K0.16%+442New
Hillsdale Investment Management Inc.445$223.0K0.01%−10−2.2%Reduced
David Loasby444$223.0K0.03%+444New
Weaver Consulting Group445$223.0K0.11%+445New
Wealthstar Advisors, LLC439$224.0K0.08%+439New
Summit Financial Strategies, Inc.446$224.0K0.04%+446New
Collaborative Wealth Managment Inc.446$224.0K0.12%+446New
Ellenbecker Investment Group449$225.0K0.06%+449New
HC Advisors, LLC449$225.0K0.14%+449New
West Financial Advisors, LLC450$226.0K0.06%00.0%Unchanged
Acorn Financial Advisory Services Inc450$226.0K0.05%+450New
Cutter & CO Brokerage, Inc.450$226.0K0.06%+450New
Select Asset Management & Trust450$226.0K0.15%+450New
Orser Capital Management, LLC450$226.0K0.12%+450New
Running Point Capital Advisors, LLC451$226.0K0.14%+451New
Financial Advisory Group451$227.0K0.04%+451New
Alesco Advisors LLC455$228.0K0.01%+455New
Zhang Financial LLC455$228.0K0.04%+455New
Aberdeen Wealth Management LLC455$228.0K0.15%+455New
Summit Asset Management, LLC456$229.0K0.06%+456New
Gray Wealth Management Inc.456$229.0K0.11%+456New
Capital Directions Investment Advisors, LLC458$230.0K0.07%+20+4.6%Added
Jacobs & Co459$230.0K0.02%+459New
LifeSteps Financial, Inc.459$230.0K0.16%+459New
Emerald Advisors, LLC459$230.0K0.06%+459New
Sutton Place Investors LLC458$230.0K0.26%+458New
Palladiem, LLC460$231.0K0.19%+460New
Rice Partnership, LLC460$231.0K0.07%+460New
Harvest Investment Services, LLC463$232.0K0.10%−106−18.6%Reduced
Osterweis Capital Management Inc463$232.0K0.01%+463New
GSB Wealth Management, LLC464$233.0K0.07%+464New
Briaud Financial Planning, Inc466$233.0K0.13%+466New
Lion Street Advisors, LLC458$233.0K0.11%+458New
SPC Financial, Inc.467$234.0K0.03%+467New
Claret Asset Management Corp466$234.0K0.04%+466New
Diversified, LLC465$234.0K0.10%+465New
Accurate Wealth Management, LLC478$236.0K0.19%+478New
Future Financial Wealth Managment LLC472$237.0K0.19%+472New
Ford Financial Group, LLC475$238.0K0.08%−51−9.7%Reduced
NorthCrest Asset Manangement, LLC473$238.0K0.01%+473New
Hamilton Capital, LLC475$239.0K0.02%+475New
Quilter Plc478$240.0K0.01%−3,504−88.0%Reduced
Albert D Mason Inc477$240.0K0.14%+477New
Arbor Investment Advisors, LLC477$240.0K0.04%+477New
Eclectic Associates Inc479$241.0K0.15%+479New
Peterson Wealth Services479$241.0K0.16%+479New
Manchester Financial Inc481$242.0K0.09%+481New
A. D. Beadell Investment Counsel, Inc.486$244.0K0.15%+486New
ForthRight Wealth Management, LLC491$247.0K0.14%−25−4.8%Reduced
Gemmer Asset Management LLC492$247.0K0.03%00.0%Unchanged
Verity Asset Management, Inc.493$247.0K0.15%+493New
Landaas & Co493$248.0K0.13%−26−5.0%Reduced
Monticello Wealth Management, LLC493$248.0K0.02%+493New
Tevis Investment Management485$248.0K0.22%+485New
Alera Investment Advisors, LLC496$249.0K0.07%+496New
Cowen Prime Advisors LLC500$251.0K0.09%00.0%Unchanged
Colrain Capital LLC500$251.0K0.40%+500New
NJ State Employees Deferred Compensation Plan500$251.0K0.03%+500New
Peddock Capital Advisors, LLC500$251.0K0.08%+500New
Birchcreek Wealth Management, LLC500$251.0K0.22%+500New
Sandy Cove Advisors, LLC499$251.0K0.21%+499New
apricus wealth, LLC500$251.0K0.22%+500New
Ironsides Asset Advisors, LLC502$252.0K0.07%+502New
Pacific Wealth Strategies Group, Inc.501$252.0K0.09%+501New
Meridian Financial, LLC503$252.6K0.24%+503New
Kore Private Wealth LLC506$254.0K0.03%−3,409−87.1%Reduced
Aft, Forsyth & Company, Inc.505$254.0K0.13%+505New
Wipfli Financial Advisors LLC,506$254.1K0.03%+506New
Pavion Blue Capital, LLC507$255.0K0.15%+507New
Triumph Capital Management511$257.0K0.11%+511New
Bath Savings Trust Co514$258.0K0.03%00.0%Unchanged
WBH Advisory Inc514$258.0K0.03%+514New
Cooper/Haims Advisors, LLC518$260.0K0.16%+518New
Birch Hill Investment Advisors LLC519$261.0K0.01%00.0%Unchanged
4J Wealth Management LLC520$261.0K0.22%00.0%Unchanged
Jackson Hole Capital Partners, LLC521$262.0K0.08%−187−26.4%Reduced
Foster Victor Wealth Advisors, LLC554$262.0K0.04%+554New
Western Pacific Wealth Management, LP523$262.0K0.17%+523New
Cornercap Investment Counsel Inc524$263.0K0.04%−10−1.9%Reduced
Windward Capital Management Co524$263.0K0.02%00.0%Unchanged
Clark Financial Services Group Inc524$263.0K0.18%+524New
Carderock Capital Management Inc525$264.0K0.06%−15−2.8%Reduced
Wells Trecaso Financial Group, LLC525$264.0K0.11%00.0%Unchanged