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 |
|---|---|---|---|---|---|
| Crestwood Advisors Group LLC | 934 | $469.0K | 0.01% | +45+5.1% | Added |
| Webster Bank, N. A. | 935 | $470.0K | 0.05% | −4−0.4% | Reduced |
| Stockman Wealth Management, Inc. | 937 | $470.0K | 0.10% | +30+3.3% | Added |
| Brooks, Moore & Associates, Inc. | 937 | $471.0K | 0.28% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 937 | $471.0K | 0.09% | +140+17.6% | Added |
| Krane Funds Advisors LLC | 939 | $472.0K | 0.01% | −44−4.5% | Reduced |
| Clarus Wealth Advisors | 998 | $473.0K | 0.27% | −119−10.7% | Reduced |
| DSC Advisors, L.P. | 941 | $473.0K | 0.55% | −100−9.6% | Reduced |
| Signet Financial Management, LLC | 943 | $473.0K | 0.07% | −16−1.7% | Reduced |
| Roman Butler Fullerton & Co | 945 | $475.0K | 0.21% | +3+0.3% | Added |
| Quadrant Private Wealth Management, LLC | 946 | $475.0K | 0.18% | −8−0.8% | Reduced |
| Van Strum & Towne Inc. | 945 | $475.0K | 0.17% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 947 | $475.0K | 0.04% | +188+24.8% | Added |
| Resource Management, LLC | 948 | $476.0K | 0.05% | +100+11.8% | Added |
| Creative Financial Designs Inc | 951 | $478.0K | 0.07% | −121−11.3% | Reduced |
| Austin Private Wealth, LLC | 951 | $478.0K | 0.10% | −4−0.4% | Reduced |
| Sciencast Management LP | 960 | $480.0K | 0.08% | −3,728−79.5% | Reduced |
| Linscomb & Williams, Inc. | 956 | $480.0K | 0.02% | +43+4.7% | Added |
| Hirtle Callaghan & Co LLC | 956 | $480.0K | 0.02% | +956 | New |
| Vista Wealth Management Group, LLC | 958 | $481.0K | 0.08% | −195−16.9% | Reduced |
| HFR Wealth Management, LLC | 960 | $482.0K | 0.12% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 959 | $482.0K | 0.06% | +29+3.1% | Added |
| Steward Financial Group LLC | 964 | $484.0K | 0.45% | +964 | New |
| Vienna Asset Management LLC | 964 | $484.0K | 0.44% | +964 | New |
| SOA Wealth Advisors, LLC. | 962 | $485.0K | 0.12% | +2+0.2% | Added |
| Thrive Wealth Management, LLC | 965 | $485.0K | 0.17% | +965 | New |
| First United Bank Trust | 969 | $487.0K | 0.18% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,066 | $487.0K | 0.04% | −225,944−99.5% | Reduced |
| Klingenstein Fields & Co LP | 971 | $488.0K | 0.02% | −82−7.8% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 976 | $490.0K | 0.04% | −184−15.9% | Reduced |
| Mascoma Wealth Management LLC | 975 | $490.0K | 0.17% | +109+12.6% | Added |
| McRae Capital Management Inc | 975 | $490.0K | 0.10% | +125+14.7% | Added |
| Financial Architects, Inc | 978 | $491.0K | 0.07% | +21+2.2% | Added |
| First National Bank of Hutchinson | 977 | $491.0K | 0.28% | +27+2.8% | Added |
| First Financial Corp | 979 | $492.0K | 0.30% | −17−1.7% | Reduced |
| Veracity Capital LLC | 979 | $492.0K | 0.20% | +10+1.0% | Added |
| Waddell & Associates, LLC | 982 | $493.0K | 0.08% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 983 | $494.0K | 0.07% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 990 | $497.0K | 0.06% | −14−1.4% | Reduced |
| Rockwood Wealth Management, LLC | 991 | $497.5K | 0.22% | +991 | New |
| Holistic Financial Partners | 991 | $498.0K | 0.29% | −14−1.4% | Reduced |
| Fortress Wealth Group, LLC | 1,001 | $499.0K | 0.37% | −8−0.8% | Reduced |
| Dimension Capital Management LLC | 994 | $499.0K | 0.09% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 993 | $499.0K | 0.03% | +78+8.5% | Added |
| Lafayette Investments, Inc. | 995 | $500.0K | 0.12% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 995 | $500.0K | 0.20% | +1+0.1% | Added |
| Black Diamond Financial, LLC | 998 | $501.0K | 0.17% | +361+56.7% | Added |
| Invst, LLC | 1,093 | $502.0K | 0.08% | +72+7.1% | Added |
| Stonebridge Capital Management Inc | 1,000 | $502.0K | 0.17% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 1,000 | $502.0K | 0.03% | 00.0% | Unchanged |
| Tamarack Advisers, LP | 1,000 | $502.0K | 0.21% | +1,000 | New |
| Shay Capital LLC | 1,000 | $502.0K | 0.19% | +1,000 | New |
| AtlasMark Financial, Inc | 1,000 | $502.1K | 0.61% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 1,004 | $504.0K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,003 | $504.0K | 0.10% | +45+4.7% | Added |
| Regatta Capital Group, LLC | 1,005 | $505.0K | 0.18% | +1,005 | New |
| Main Street Research LLC | 1,012 | $508.0K | 0.04% | +268+36.0% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,013 | $509.0K | 0.16% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,020 | $512.0K | 0.30% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,022 | $513.0K | 0.10% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,086 | $513.0K | 0.18% | +1,086 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 1,024 | $514.0K | 0.14% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,027 | $516.0K | 0.16% | +26+2.6% | Added |
| Nixon Peabody Trust Co | 1,027 | $516.0K | 0.16% | +1,027 | New |
| Old Port Advisors | 1,103 | $518.0K | 0.18% | −25−2.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,032 | $518.0K | 0.00% | +1,032 | New |
| Dentgroup LLC | 1,035 | $520.0K | 0.49% | +1,035 | New |
| Stillwater Investment Management, LLC | 1,038 | $521.0K | 0.13% | +2+0.2% | Added |
| Koss-Olinger Consulting, LLC | 1,040 | $522.0K | 0.08% | −152−12.8% | Reduced |
| Financial Consulate, Inc | 1,039 | $522.0K | 0.18% | −2−0.2% | Reduced |
| First American Trust, FSB | 1,040 | $522.0K | 0.07% | +5+0.5% | Added |
| Woodstock Corp | 1,042 | $523.0K | 0.05% | −3−0.3% | Reduced |
| Kingfisher Capital LLC | 1,042 | $523.0K | 0.12% | +3+0.3% | Added |
| Kenfarb & Co. | 1,042 | $523.0K | 0.38% | +1,042 | New |
| Staley Capital Advisers Inc | 1,044 | $524.0K | 0.03% | +80+8.3% | Added |
| Taylor Wealth Management Partners | 1,044 | $524.0K | 0.18% | +245+30.7% | Added |
| Retirement Guys Formula LLC | 1,046 | $525.0K | 0.42% | +1,046 | New |
| Corbett Road Capital Management, LLC | 1,050 | $527.0K | 0.90% | −112−9.6% | Reduced |
| New Jersey Better Educational Savings Trust | 1,063 | $534.0K | 1.18% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,065 | $535.0K | 0.35% | +1,065 | New |
| Guardian Wealth Advisors, LLC | 1,075 | $540.0K | 0.43% | +22+2.1% | Added |
| Alterity Financial Group, LLC | 1,076 | $540.0K | 0.58% | +1,076 | New |
| GeoWealth Management, LLC | 1,078 | $541.0K | 0.04% | +9+0.8% | Added |
| Palisades Hudson Asset Management, L.P. | 1,078 | $542.0K | 0.23% | +21+2.0% | Added |
| Relyea Zuckerberg Hanson LLC | 1,190 | $549.0K | 0.20% | +248+26.3% | Added |
| Grace Capital | 1,100 | $552.0K | 0.33% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,103 | $554.0K | 0.28% | −37−3.2% | Reduced |
| Patriot Investment Management Inc. | 1,104 | $554.0K | 0.05% | +69+6.7% | Added |
| AllSquare Wealth Management LLC | 1,108 | $556.0K | 0.32% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 1,112 | $558.0K | 0.59% | +1,112 | New |
| Element Pointe Advisors, LLC | 1,115 | $560.0K | 0.17% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 1,120 | $562.0K | 0.66% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,122 | $563.0K | 0.04% | +32+2.9% | Added |
| Bangor Savings Bank | 1,124 | $564.0K | 0.05% | +27+2.5% | Added |
| Principal Street Partners, LLC | 1,124 | $565.0K | 0.14% | −47−4.0% | Reduced |
| First National Bank Sioux Falls | 1,125 | $565.0K | 0.60% | +1,125 | New |
| Howland Capital Management LLC | 1,129 | $567.0K | 0.03% | +28+2.5% | Added |
| Lebenthal Global Advisors, LLC | 1,134 | $569.0K | 0.23% | −55−4.6% | Reduced |
| Heritage Financial Services, LLC | 1,135 | $569.0K | 0.45% | +1,135 | New |
| Towerpoint Wealth, LLC | 1,139 | $572.0K | 0.27% | 00.0% | Unchanged |