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 |
|---|---|---|---|---|---|
| G2 Capital Management, LLC | 1,140 | $572.0K | 0.21% | +1,140 | New |
| Beese Fulmer Investment Management, Inc. | 1,142 | $573.0K | 0.06% | +216+23.3% | Added |
| Kempen Capital Management N.V. | 1,143 | $574.0K | 0.02% | −625−35.4% | Reduced |
| Interchange Capital Partners, LLC | 1,146 | $575.0K | 0.58% | −1,726−60.1% | Reduced |
| Telos Capital Management, Inc. | 1,145 | $575.0K | 0.07% | −30−2.6% | Reduced |
| BCJ Capital Management, LLC | 1,144 | $575.0K | 0.05% | +100+9.6% | Added |
| Alhambra Investment Partners LLC | 1,154 | $579.0K | 0.40% | −200−14.8% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,160 | $582.0K | 0.10% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,160 | $582.0K | 0.12% | +80+7.4% | Added |
| Hodges Capital Management Inc. | 1,160 | $582.0K | 0.04% | +444+62.0% | Added |
| Clean Yield Group | 1,163 | $584.0K | 0.19% | −126−9.8% | Reduced |
| Ninepoint Partners LP | 1,164 | $584.0K | 0.21% | 00.0% | Unchanged |
| Hendley & Co Inc | 1,167 | $586.0K | 0.19% | −466−28.5% | Reduced |
| Sandbox Financial Partners, LLC | 1,168 | $587.0K | 0.37% | +126+12.1% | Added |
| MEMBERS Trust Co | 1,173 | $589.0K | 0.02% | +100+9.3% | Added |
| Capital Advisors, Ltd. LLC | 1,173 | $589.0K | 0.10% | +327+38.7% | Added |
| Coastal Bridge Advisors, LLC | 1,314 | $589.0K | 0.12% | +470+55.7% | Added |
| S.C. Financial Services, Inc. | 1,260 | $589.0K | 0.68% | +1,260 | New |
| Jeereddi Investments, LP | 1,175 | $590.0K | 0.58% | −93−7.3% | Reduced |
| Kanawha Capital Management LLC | 1,179 | $592.0K | 0.05% | 00.0% | Unchanged |
| Family Management Corp | 1,178 | $592.0K | 0.15% | +37+3.2% | Added |
| Inspire Advisors, LLC | 1,183 | $594.0K | 0.17% | +6+0.5% | Added |
| Dillon & Associates Inc | 1,187 | $596.0K | 0.10% | +43+3.8% | Added |
| Paragon Private Wealth Management, LLC | 1,186 | $596.0K | 0.53% | +1,186 | New |
| Rock Creek Group, LP | 1,190 | $598.0K | 0.09% | −34−2.8% | Reduced |
| West Michigan Advisors, LLC | 1,190 | $598.0K | 0.45% | +1,190 | New |
| Alliance Wealth Advisors, LLC | 1,192 | $599.0K | 0.49% | +7+0.6% | Added |
| Clear Creek Financial Management, LLC | 1,193 | $599.0K | 0.09% | +268+29.0% | Added |
| Merlin Capital LLC | 1,192 | $599.0K | 0.70% | +1,192 | New |
| Penobscot Wealth Management | 1,197 | $601.0K | 0.51% | 00.0% | Unchanged |
| Saturna Capital CORP | 1,200 | $603.0K | 0.01% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 1,200 | $603.0K | 0.47% | +1,200 | New |
| Kaydan Wealth Management, Inc. | 1,201 | $603.1K | 0.23% | +1,201 | New |
| Brown, Lisle/Cummings, Inc. | 1,205 | $605.1K | 0.30% | +1,205 | New |
| Aveo Capital Partners, LLC | 1,209 | $607.0K | 0.11% | +30+2.5% | Added |
| Aldebaran Financial Inc. | 1,215 | $610.0K | 0.48% | −30−2.4% | Reduced |
| Baker Ellis Asset Management LLC | 1,219 | $612.0K | 0.11% | 00.0% | Unchanged |
| ACG Wealth | 1,218 | $612.0K | 0.09% | −17−1.4% | Reduced |
| Gyon Technologies Capital Management, LP | 1,219 | $612.0K | 0.11% | +1,219 | New |
| Balyasny Asset Management LLC | 1,225 | $615.0K | 0.00% | −4,428−78.3% | Reduced |
| Fortis Advisors, LLC | 1,224 | $615.0K | 0.36% | +125+11.4% | Added |
| Symphony Financial, Ltd. Co. | 1,230 | $618.0K | 0.17% | +468+61.4% | Added |
| Investors Financial Group, LLC | 1,231 | $619.0K | 0.29% | −20−1.6% | Reduced |
| Bank Ozk | 1,235 | $620.0K | 0.25% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,238 | $622.0K | 0.20% | +564+83.7% | Added |
| White Pine Capital LLC | 1,240 | $623.0K | 0.18% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 1,245 | $625.0K | 0.12% | +77+6.6% | Added |
| Wexford Capital LP | 1,244 | $625.0K | 0.06% | +1,244 | New |
| One Wealth Advisors, LLC | 1,248 | $627.0K | 0.16% | +6+0.5% | Added |
| KG&L Capital Management,LLC | 1,252 | $629.0K | 0.25% | +3+0.2% | Added |
| Country Trust Bank | 1,258 | $632.0K | 0.02% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 1,260 | $633.0K | 0.44% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 1,261 | $633.0K | 0.38% | +133+11.8% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,265 | $635.0K | 0.24% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,270 | $638.0K | 0.37% | −1−0.1% | Reduced |
| Lesa Sroufe & Co | 1,270 | $638.0K | 0.64% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,270 | $638.0K | 0.27% | +1,270 | New |
| Aire Advisors, LLC | 1,265 | $639.0K | 0.28% | +1,265 | New |
| Farmers National Bank | 1,276 | $640.7K | 0.21% | −53−4.0% | Reduced |
| WealthBridge Capital Management, LLC | 1,277 | $641.0K | 0.24% | +2+0.2% | Added |
| Gsa Capital Partners LLP | 1,279 | $642.0K | 0.08% | +1,279 | New |
| First City Capital Management, Inc. | 1,330 | $643.0K | 0.36% | −150−10.1% | Reduced |
| Merit Financial Group, LLC | 1,280 | $643.0K | 0.06% | −119−8.5% | Reduced |
| Eidelman Virant Capital | 1,275 | $644.0K | 0.24% | 00.0% | Unchanged |
| Univest Financial Corp | 1,284 | $645.0K | 0.16% | +19+1.5% | Added |
| Prime Capital Investment Advisors, LLC | 1,286 | $646.0K | 0.03% | −6,635−83.8% | Reduced |
| Ahrens Investment Partners LLC | 1,287 | $646.0K | 0.29% | +1,287 | New |
| Markston International LLC | 1,288 | $647.0K | 0.65% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,288 | $647.0K | 0.22% | +1,288 | New |
| Everhart Financial Group, Inc. | 1,292 | $648.0K | 0.39% | +65+5.3% | Added |
| Washington Trust Co | 1,292 | $649.0K | 0.02% | −569−30.6% | Reduced |
| Cabot Wealth Management Inc | 1,293 | $649.0K | 0.08% | +20+1.6% | Added |
| Peoples Bank | 1,294 | $650.0K | 0.32% | −25−1.9% | Reduced |
| Chelsea Counsel Co | 1,294 | $650.0K | 0.28% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,294 | $650.0K | 0.37% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,294 | $650.0K | 0.33% | +229+21.5% | Added |
| CVA Family Office, LLC | 1,296 | $651.0K | 0.16% | +1,086+517.1% | Added |
| Winfield Associates, Inc. | 1,299 | $652.0K | 0.22% | −8−0.6% | Reduced |
| West Paces Advisors Inc. | 1,299 | $652.3K | 0.20% | +18+1.4% | Added |
| Fernwood Investment Management, LLC | 1,301 | $653.0K | 0.21% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 1,300 | $653.0K | 0.15% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 1,303 | $654.0K | 0.09% | +1,303 | New |
| Cerro Pacific Wealth Advisors LLC | 1,304 | $655.0K | 0.42% | +23+1.8% | Added |
| Wick Capital Partners, LLC | 1,313 | $659.0K | 0.51% | +1,313 | New |
| Synergy Financial Management, LLC | 1,314 | $660.0K | 0.16% | −14,645−91.8% | Reduced |
| Mosaic Family Wealth, LLC | 1,315 | $660.0K | 0.17% | +329+33.4% | Added |
| BCS Wealth Management | 1,316 | $661.0K | 0.24% | +154+13.3% | Added |
| Anchor Capital Advisors LLC | 1,323 | $664.0K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,409 | $665.0K | 0.04% | −17−1.2% | Reduced |
| Gould Asset Management LLC | 1,328 | $667.0K | 0.19% | +345+35.1% | Added |
| Teza Capital Management LLC | 1,331 | $668.0K | 0.18% | −8,272−86.1% | Reduced |
| First Heartland Consultants, Inc. | 1,330 | $668.0K | 0.09% | +29+2.2% | Added |
| Northeast Investment Management | 1,332 | $669.0K | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,334 | $670.0K | 0.04% | +276+26.1% | Added |
| Tower Wealth Partners, Inc. | 1,338 | $672.0K | 0.68% | −24−1.8% | Reduced |
| BCK Partners, Inc. | 1,342 | $674.0K | 0.40% | 00.0% | Unchanged |
| Archer Investment Corp | 1,345 | $675.4K | 0.23% | +898+200.9% | Added |
| Formidable Asset Management, LLC | 1,356 | $676.0K | 0.13% | −1−0.1% | Reduced |
| Birinyi Associates Inc | 1,350 | $678.0K | 0.21% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 1,353 | $679.0K | 0.03% | 00.0% | Unchanged |