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 |
|---|---|---|---|---|---|
| Chicago Capital, LLC | 636 | $319.0K | 0.01% | 00.0% | Unchanged |
| Well Done, LLC | 635 | $319.0K | 0.06% | +37+6.2% | Added |
| Loveless Wealth Management LLC | 637 | $320.0K | 0.18% | +88+16.0% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 639 | $321.0K | 0.09% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 640 | $321.0K | 0.21% | +43+7.2% | Added |
| Matrix Private Capital Group LLC | 640 | $321.0K | 0.15% | +61+10.5% | Added |
| DFPG Investments, LLC | 696 | $322.0K | 0.13% | +9+1.3% | Added |
| First Washington CORP | 642 | $322.0K | 0.12% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 643 | $323.0K | 0.18% | −476−42.5% | Reduced |
| Cheviot Value Management, LLC | 646 | $324.0K | 0.08% | −17−2.6% | Reduced |
| Vista Capital Partners, Inc. | 645 | $324.0K | 0.04% | +645 | New |
| WC Walker & Associates, Inc. | 693 | $325.0K | 0.16% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 648 | $325.0K | 0.07% | 00.0% | Unchanged |
| Callan Capital, LLC | 648 | $325.0K | 0.05% | +648 | New |
| Cassia Capital Partners, LLC | 650 | $326.0K | 0.22% | −5,952−90.2% | Reduced |
| Kraft Asset Management, LLC | 650 | $326.0K | 0.35% | +650 | New |
| Mosaic Advisors LLC | 656 | $329.0K | 0.24% | +656 | New |
| Yorktown Management & Research Co Inc | 657 | $330.0K | 0.22% | −68−9.4% | Reduced |
| Arlington Partners LLC | 657 | $330.0K | 0.09% | +294+81.0% | Added |
| Tyler-Stone Wealth Management | 658 | $330.0K | 0.18% | +658 | New |
| Twelve Points Wealth Management LLC | 659 | $331.0K | 0.27% | +659 | New |
| Disciplined Equity Management, Inc. | 660 | $331.0K | 0.32% | +660 | New |
| Family Firm, Inc. | 662 | $332.0K | 0.09% | +2+0.3% | Added |
| Vise Technologies, Inc. | 662 | $332.0K | 0.09% | +662 | New |
| H. L. Ormond & Company, LLC | 673 | $332.0K | 0.39% | +673 | New |
| Traphagen Investment Advisors LLC | 662 | $332.4K | 0.06% | +662 | New |
| Fox Run Management, L.L.C. | 664 | $333.0K | 0.20% | −74−10.0% | Reduced |
| Marino, Stram & Associates LLC | 662 | $333.0K | 0.10% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 664 | $333.0K | 0.10% | +664 | New |
| Crestone Asset Management LLC | 669 | $336.0K | 0.07% | −9−1.3% | Reduced |
| Howard Capital Management Inc. | 669 | $336.0K | 0.04% | +669 | New |
| NFP Retirement, Inc. | 674 | $338.4K | 0.12% | +1+0.1% | Added |
| Noesis Capital Mangement Corp | 675 | $339.0K | 0.07% | −113−14.3% | Reduced |
| Curran Financial Partners, LLC | 676 | $339.0K | 0.14% | +23+3.5% | Added |
| Indiana Trust & Investment Management CO | 675 | $339.0K | 0.16% | +675 | New |
| TCG Advisory Services, LLC | 677 | $340.0K | 0.08% | −316−31.8% | Reduced |
| RTD Financial Advisors, Inc. | 678 | $340.0K | 0.04% | +678 | New |
| Diamant Asset Management, Inc. | 680 | $341.0K | 0.25% | 00.0% | Unchanged |
| Old North State Trust, LLC | 679 | $341.0K | 0.24% | +549+422.3% | Added |
| PCG Wealth Advisors, LLC | 678 | $341.0K | 0.24% | +678 | New |
| Carroll Investors, Inc | 682 | $341.0K | 0.19% | +682 | New |
| Bill Few Associates, Inc. | 680 | $341.0K | 0.18% | +680 | New |
| Moseley Investment Management Inc | 681 | $342.0K | 0.16% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 683 | $343.0K | 0.24% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 683 | $343.0K | 0.06% | +77+12.7% | Added |
| Columbia Asset Management | 686 | $344.0K | 0.07% | +1+0.1% | Added |
| Shilanski & Associates, Inc. | 685 | $344.0K | 0.15% | +10+1.5% | Added |
| Seldon Capital LP | 687 | $345.0K | 0.22% | +687 | New |
| One Charles Private Wealth Services, LLC | 689 | $346.0K | 0.20% | +19+2.8% | Added |
| Corundum Group, Inc. | 689 | $346.0K | 0.23% | +92+15.4% | Added |
| Wealth Advisors of Tampa Bay, LLC | 690 | $346.0K | 0.08% | +690 | New |
| CJM Wealth Advisers, Ltd. | 690 | $346.5K | 0.25% | +690 | New |
| Northwest Wealth Management, LLC | 690 | $347.0K | 0.16% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 743 | $348.0K | 0.05% | −25−3.3% | Reduced |
| Alpha Paradigm Partners, LLC | 693 | $348.0K | 0.14% | +28+4.2% | Added |
| ERn Financial, LLC | 695 | $349.0K | 0.08% | −149−17.7% | Reduced |
| Fairview Capital Investment Management, LLC | 700 | $351.0K | 0.02% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 699 | $351.0K | 0.16% | +699 | New |
| Aviance Capital Partners, LLC | 703 | $353.0K | 0.06% | −23−3.2% | Reduced |
| LPWM LLC | 703 | $353.0K | 0.19% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 703 | $353.0K | 0.09% | +50+7.7% | Added |
| First Personal Financial Services | 705 | $354.0K | 0.08% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 706 | $355.0K | 0.03% | −68−8.8% | Reduced |
| Reston Wealth Management LLC | 709 | $356.0K | 0.17% | −23−3.1% | Reduced |
| Greenwood Capital Associates LLC | 710 | $356.0K | 0.05% | +710 | New |
| New World Advisors LLC | 711 | $357.0K | 0.16% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 710 | $357.0K | 0.07% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 712 | $358.0K | 0.09% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 715 | $359.0K | 0.17% | +2+0.3% | Added |
| Round Table Services, LLC | 714 | $359.0K | 0.07% | +135+23.3% | Added |
| Ullmann Financial Group, Inc. | 718 | $361.0K | 0.10% | +15+2.1% | Added |
| Oxford Financial Group Ltd | 720 | $362.0K | 0.04% | +21+3.0% | Added |
| Mendel Capital Management LLC | 724 | $364.0K | 0.33% | +724 | New |
| High Net Worth Advisory Group LLC | 724 | $364.0K | 0.13% | +724 | New |
| Innovative Portfolios LLC | 727 | $365.0K | 2.07% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 726 | $365.0K | 0.09% | −70−8.8% | Reduced |
| Probity Advisors, Inc. | 729 | $366.0K | 0.07% | −2−0.3% | Reduced |
| Octavia Wealth Advisors, LLC | 729 | $366.0K | 0.08% | +43+6.3% | Added |
| Cottonwood Capital Advisors, LLC | 729 | $366.0K | 0.28% | +729 | New |
| Tfo-TDC, LLC | 767 | $367.0K | 0.07% | +67+9.6% | Added |
| Taylor & Morgan Wealth Management, LLC | 731 | $367.0K | 0.30% | +731 | New |
| Benchmark Financial Wealth Advisors, LLC | 733 | $368.0K | 0.15% | +31+4.4% | Added |
| Blue Square Asset Management, LLC | 735 | $369.0K | 0.23% | −14−1.9% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 734 | $369.0K | 0.37% | 00.0% | Unchanged |
| Lantz Financial LLC | 734 | $369.0K | 0.17% | +4+0.5% | Added |
| Monument Capital Management | 738 | $370.0K | 0.11% | +3+0.4% | Added |
| Global Financial Private Client, LLC | 738 | $370.6K | 0.18% | 00.0% | Unchanged |
| Boston Research & Management Inc | 740 | $371.0K | 0.10% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 737 | $371.0K | 0.12% | +5+0.7% | Added |
| Saxon Interests, Inc. | 790 | $371.0K | 0.21% | +790 | New |
| Northstar Group, Inc. | 740 | $372.0K | 0.09% | −25−3.3% | Reduced |
| LVZ Advisors, Inc. | 741 | $372.0K | 0.05% | +2+0.3% | Added |
| Liberty Wealth Management LLC | 744 | $373.0K | 0.14% | −389−34.3% | Reduced |
| Altus Wealth Group LLC | 743 | $373.0K | 0.31% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 744 | $374.0K | 0.05% | −235−24.0% | Reduced |
| Trellis Advisors, LLC | 745 | $374.0K | 0.18% | −47−5.9% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 746 | $375.0K | 0.43% | +746 | New |
| Summit Financial Group Inc | 751 | $377.0K | 0.12% | −100−11.8% | Reduced |
| Matisse Capital | 750 | $377.0K | 0.26% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 752 | $378.0K | 0.27% | +107+16.6% | Added |