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
- +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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,395 | $325.1B |
| Q1 2026 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Rosenbaum Jay D. | 525 | $264.0K | 0.39% | +525 | New |
| Karlinski Andrew C | 530 | $266.0K | 0.49% | +530 | New |
| Financial Synergies Wealth Advisors, Inc. | 538 | $270.2K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management | 540 | $271.0K | 0.17% | −65−10.7% | Reduced |
| Bridgeworth, LLC | 539 | $271.0K | 0.06% | 00.0% | Unchanged |
| Clark Financial Advisors | 541 | $272.0K | 0.23% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 541 | $272.0K | 0.07% | +541 | New |
| Brookmont Capital Management | 543 | $273.0K | 0.14% | +543 | New |
| Carmel Capital Partners, LLC | 544 | $273.0K | 0.20% | +544 | New |
| First Citizens Financial Corp | 545 | $274.0K | 0.20% | −33−5.7% | Reduced |
| Aua Capital Management, LLC | 545 | $274.0K | 0.16% | +100+22.5% | Added |
| Jmac Enterprises LLC | 558 | $274.0K | 0.06% | +558 | New |
| Blue Barn Wealth, LLC | 547 | $275.0K | 0.19% | −7−1.3% | Reduced |
| Lyell Wealth Management, LP | 548 | $275.0K | 0.03% | +51+10.3% | Added |
| Empirical Asset Management, LLC | 548 | $275.0K | 0.27% | +548 | New |
| New England Asset Management Inc | 550 | $276.0K | 0.00% | −650−54.2% | Reduced |
| HITE Hedge Asset Management LLC | 550 | $276.0K | 0.03% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 550 | $276.0K | 0.09% | 00.0% | Unchanged |
| Bruderman Asset Management, LLC | 547 | $276.0K | 0.21% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 550 | $276.0K | 0.28% | +550 | New |
| Financial Partners Capital Management LLC | 550 | $276.2K | 0.05% | +25+4.8% | Added |
| Atwood & Palmer Inc | 552 | $277.0K | 0.02% | +25+4.7% | Added |
| KilterHowling LLC | 552 | $277.2K | 0.25% | +552 | New |
| Pacific Global Investment Management CO | 554 | $278.0K | 0.05% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 543 | $278.0K | 0.27% | +2+0.4% | Added |
| Client 1st Advisory Group, LLC | 554 | $278.0K | 0.14% | +16+3.0% | Added |
| Tru Independence Asset Management 2, LLC | 554 | $278.0K | 0.15% | +29+5.5% | Added |
| Integrity Financial Corp | 553 | $278.0K | 0.21% | +553 | New |
| Zeke Capital Advisors, LLC | 556 | $279.0K | 0.02% | −8−1.4% | Reduced |
| Global Strategic Investment Solutions, LLC | 558 | $280.0K | 0.04% | +558 | New |
| Lockerman Financial Group, Inc. | 556 | $280.0K | 0.73% | +556 | New |
| Engineers Gate Manager LP | 560 | $281.0K | 0.01% | −5,657−91.0% | Reduced |
| Clay Northam Wealth Management, LLC | 560 | $281.0K | 0.26% | +560 | New |
| Guild Investment Management, Inc. | 562 | $282.0K | 0.29% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 561 | $282.0K | 0.04% | +73+15.0% | Added |
| Prio Wealth Limited Partnership | 565 | $284.0K | 0.01% | −168−22.9% | Reduced |
| Day & Ennis, LLC | 567 | $285.0K | 0.09% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 571 | $287.0K | 0.40% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 607 | $287.0K | 0.26% | +607 | New |
| Jones Financial Companies LLLP | 574 | $288.0K | 0.00% | +117+25.6% | Added |
| Prostatis Group LLC | 574 | $288.2K | 0.18% | −5−0.9% | Reduced |
| Capital Bank & Trust Co | 576 | $289.0K | 9.19% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 576 | $289.0K | 0.04% | +576 | New |
| Endowment Wealth Management, Inc. | 576 | $289.0K | 0.29% | +576 | New |
| Acima Private Wealth, LLC | 577 | $290.0K | 0.12% | 00.0% | Unchanged |
| United Bank | 580 | $291.0K | 0.04% | 00.0% | Unchanged |
| Dash Acquisitions Inc. | 579 | $291.0K | 0.13% | +38+7.0% | Added |
| Concentric Wealth Management, LLC | 581 | $292.0K | 0.08% | −69−10.6% | Reduced |
| Tarbox Family Office, Inc. | 584 | $293.0K | 0.05% | +10+1.7% | Added |
| Resonant Capital Advisors, LLC | 584 | $293.0K | 0.04% | +584 | New |
| Hayden Royal, LLC | 587 | $295.0K | 0.69% | −48−7.6% | Reduced |
| Single Point Partners, LLC | 587 | $295.0K | 0.08% | −25−4.1% | Reduced |
| Benchmark Wealth Management, LLC | 588 | $295.0K | 0.19% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 590 | $296.0K | 0.10% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 589 | $296.0K | 0.06% | 00.0% | Unchanged |
| Security National Bank of So Dak | 591 | $297.0K | 0.20% | −60−9.2% | Reduced |
| Greatmark Investment Partners, Inc. | 592 | $297.0K | 0.05% | 00.0% | Unchanged |
| Essex LLC | 592 | $297.0K | 0.08% | 00.0% | Unchanged |
| Syverson Strege & Co | 593 | $298.0K | 0.22% | −158−21.0% | Reduced |
| Alley Co LLC | 594 | $298.0K | 0.05% | 00.0% | Unchanged |
| Manteio Capital LLC | 594 | $298.0K | 0.38% | +594 | New |
| Grant/GrossMendelsohn, LLC | 639 | $299.0K | 0.24% | +2+0.3% | Added |
| Bordeaux Wealth Advisors LLC | 596 | $299.0K | 0.14% | +596 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 595 | $299.0K | 0.10% | +595 | New |
| Sound Income Strategies, LLC | 597 | $300.0K | 0.04% | 00.0% | Unchanged |
| Ignite Planners, LLC | 645 | $300.0K | 0.20% | +645 | New |
| Benedict Financial Advisors Inc | 600 | $301.0K | 0.08% | +2+0.3% | Added |
| Beaton Management Co. Inc. | 600 | $301.0K | 0.18% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 600 | $301.0K | 0.03% | +4+0.7% | Added |
| Sittner & Nelson, LLC | 599 | $301.0K | 0.18% | +31+5.5% | Added |
| Vicus Capital | 698 | $301.0K | 0.03% | +698 | New |
| Carson Advisory Inc. | 599 | $301.0K | 0.30% | +599 | New |
| Sage Investment Advisers LLC | 600 | $301.0K | 0.39% | +600 | New |
| Schaper Benz & Wise Investment Counsel Inc | 601 | $302.0K | 0.02% | 00.0% | Unchanged |
| Mayport, LLC | 601 | $302.0K | 0.22% | +601 | New |
| AMJ Financial Wealth Management | 604 | $303.0K | 0.11% | −28−4.4% | Reduced |
| Lee Danner & Bass Inc | 606 | $304.0K | 0.03% | −27−4.3% | Reduced |
| Congress Park Capital LLC | 607 | $305.0K | 0.15% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 608 | $305.0K | 0.29% | +608 | New |
| GenTrust, LLC | 660 | $309.0K | 0.02% | −183−21.7% | Reduced |
| Bernardo Wealth Planning LLC | 615 | $309.0K | 0.15% | +7+1.2% | Added |
| JJJ Advisors Inc. | 615 | $309.0K | 0.09% | +38+6.6% | Added |
| CapWealth Advisors, LLC | 622 | $312.0K | 0.03% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 622 | $312.0K | 0.08% | −1−0.2% | Reduced |
| Frank, Rimerman Advisors LLC | 624 | $313.3K | 0.11% | 00.0% | Unchanged |
| Clare Market Investments LLC | 625 | $313.7K | 0.09% | −229−26.8% | Reduced |
| Beech Hill Advisors, Inc. | 625 | $314.0K | 0.12% | 00.0% | Unchanged |
| Arabesque Asset Management Ltd | 628 | $315.0K | 0.09% | −1−0.2% | Reduced |
| Fermata Advisors, LLC | 624 | $315.0K | 0.12% | +34+5.8% | Added |
| Legacy Advisors, LLC | 627 | $315.0K | 0.12% | +49+8.5% | Added |
| Crewe Advisors LLC | 627 | $315.0K | 0.06% | +617+6,170.0% | Added |
| Investment Management Associates Inc | 629 | $316.0K | 0.16% | 00.0% | Unchanged |
| MBA Advisors LLC | 629 | $316.0K | 0.20% | +629 | New |
| Avaii Wealth Management, LLC | 630 | $316.0K | 0.32% | +630 | New |
| Beck Mack & Oliver LLC | 631 | $317.0K | 0.01% | −1,290−67.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 632 | $317.0K | 0.19% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 633 | $318.0K | 0.23% | −266−29.6% | Reduced |
| Independent Wealth Network Inc. | 633 | $318.0K | 0.20% | +20+3.3% | Added |
| Howard Wealth Management, LLC | 635 | $318.0K | 0.17% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 634 | $318.0K | 0.16% | +3+0.5% | Added |