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
- +380 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
- 90
- 965 more reduced
44 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 |
|---|---|---|---|---|---|
| Krilogy Financial LLC | 1,354 | $680.0K | 0.07% | −300−18.1% | Reduced |
| Crumly & Associates Inc. | 1,394 | $681.0K | 0.27% | −49−3.4% | Reduced |
| MONECO Advisors, LLC | 1,401 | $685.0K | 0.26% | +162+13.1% | Added |
| Insight Advisors, LLC | 1,370 | $688.0K | 0.20% | −5−0.4% | Reduced |
| Navellier & Associates Inc | 1,370 | $688.0K | 0.10% | +4+0.3% | Added |
| ICW Investment Advisors LLC | 1,370 | $688.0K | 0.38% | +85+6.6% | Added |
| TD Ameritrade Investment Management, LLC | 1,370 | $688.0K | 0.00% | +582+73.9% | Added |
| LBMC Investment Advisors, LLC | 1,372 | $689.0K | 0.06% | +31+2.3% | Added |
| CFM Wealth Partners LLC | 1,375 | $691.0K | 0.15% | +20+1.5% | Added |
| Antonetti Capital Management LLC | 1,382 | $694.0K | 0.54% | +8+0.6% | Added |
| Samalin Investment Counsel, LLC | 1,382 | $694.0K | 0.42% | +18+1.3% | Added |
| MV Capital Management, Inc. | 1,386 | $696.0K | 0.10% | +35+2.6% | Added |
| Hoylecohen, LLC | 1,387 | $696.0K | 0.06% | +189+15.8% | Added |
| Asset Management Corp | 1,387 | $697.0K | 0.40% | −67−4.6% | Reduced |
| Sovereign Financial Group, Inc. | 1,388 | $697.0K | 0.29% | +155+12.6% | Added |
| Aspen Investment Management Inc | 1,388 | $697.0K | 0.34% | +350+33.7% | Added |
| Wolff Wiese Magana LLC | 1,390 | $698.0K | 0.45% | −144−9.4% | Reduced |
| Sanders Morris Harris LLC | 1,400 | $698.0K | 0.12% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,401 | $702.0K | 0.46% | +211+17.7% | Added |
| Fortitude Advisory Group L.L.C. | 1,397 | $702.0K | 0.36% | +1,397 | New |
| Sather Financial Group Inc | 1,400 | $703.0K | 0.06% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 1,400 | $703.0K | 0.51% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,404 | $705.0K | 0.44% | +1,404 | New |
| Crawford Investment Counsel Inc | 1,407 | $706.0K | 0.01% | −303−17.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,405 | $706.0K | 0.04% | +1+0.1% | Added |
| Drive Wealth Management, LLC | 1,406 | $706.0K | 0.62% | +1,406 | New |
| Lenox Wealth Advisors, LLC | 1,409 | $708.0K | 0.09% | −99−6.6% | Reduced |
| Benin Management CORP | 1,409 | $708.0K | 0.21% | 00.0% | Unchanged |
| United Community Bank | 1,414 | $710.0K | 0.71% | +1,414 | New |
| Investors Asset Management of Georgia Inc | 1,415 | $711.0K | 0.34% | 00.0% | Unchanged |
| Standard Family Office LLC | 1,415 | $711.0K | 6.31% | +865+157.3% | Added |
| Camden Capital, LLC | 1,417 | $712.0K | 0.15% | −789−35.8% | Reduced |
| Unionview, LLC | 1,422 | $714.0K | 0.67% | +1,422 | New |
| Burke & Herbert Bank & Trust Co | 1,428 | $717.0K | 0.42% | −24−1.7% | Reduced |
| DT Investment Partners, LLC | 1,430 | $718.0K | 0.09% | −3,630−71.7% | Reduced |
| Bowman & Co S.C. | 1,419 | $718.0K | 0.55% | +1,419 | New |
| RGT Wealth Advisors, LLC | 1,436 | $721.0K | 0.11% | +561+64.1% | Added |
| JB Capital LLC | 1,440 | $723.3K | 0.07% | +12+0.8% | Added |
| Walker Asset Management, LLC | 1,442 | $724.0K | 0.63% | +1,442 | New |
| Adviser Investments LLC | 1,450 | $728.0K | 0.05% | +28+2.0% | Added |
| Successful Portfolios LLC | 1,460 | $733.0K | 0.40% | +4+0.3% | Added |
| Prosperity Consulting Group, LLC | 1,538 | $738.0K | 0.55% | +1,538 | New |
| 1st Source Bank | 1,484 | $745.0K | 0.04% | +19+1.3% | Added |
| MTM Investment Management, LLC | 1,483 | $745.0K | 0.35% | +169+12.9% | Added |
| Cedrus LLC | 1,490 | $748.5K | 0.72% | +1,490 | New |
| Strategic Blueprint, LLC | 1,492 | $749.0K | 0.09% | +408+37.6% | Added |
| Islay Capital Management, LLC | 1,494 | $750.0K | 0.57% | +12+0.8% | Added |
| First National Bank of South Miami | 1,496 | $751.0K | 0.45% | +251+20.2% | Added |
| Laurel Wealth Planning LLC | 1,497 | $752.0K | 0.57% | −160−9.7% | Reduced |
| SFMG, LLC | 1,499 | $753.0K | 0.07% | +21+1.4% | Added |
| Slow Capital, Inc. | 1,501 | $754.0K | 0.13% | +1,501 | New |
| City State Bank | 1,503 | $755.0K | 0.47% | +1,503 | New |
| Financial Partners Group, Inc | 1,599 | $756.0K | 0.17% | +19+1.2% | Added |
| Tectonic Advisors LLC | 1,508 | $757.0K | 0.14% | −566−27.3% | Reduced |
| Titus Wealth Management | 1,509 | $758.0K | 0.34% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,509 | $758.0K | 0.21% | +24+1.6% | Added |
| Cary Street Partner Investment Advisory LLC | 1,517 | $762.0K | 0.21% | −379−20.0% | Reduced |
| Baxter Bros Inc | 1,521 | $764.0K | 0.11% | +58+4.0% | Added |
| SRS Capital Advisors, Inc. | 1,521 | $764.0K | 0.10% | +429+39.3% | Added |
| CPR Investments Inc. | 1,521 | $764.0K | 0.55% | +1,521 | New |
| Marquette Asset Management, LLC | 1,524 | $765.0K | 0.16% | −14−0.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,525 | $766.0K | 0.21% | +1,525 | New |
| Concord Wealth Partners | 1,531 | $769.0K | 0.19% | +961+168.6% | Added |
| Consolidated Planning Corp | 1,539 | $773.0K | 0.50% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 1,540 | $773.0K | 0.81% | +1,540 | New |
| PrairieView Partners, LLC | 1,541 | $774.0K | 0.11% | +231+17.6% | Added |
| South Shore Capital Advisors | 1,555 | $781.0K | 1.27% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 1,557 | $782.0K | 0.04% | +50+3.3% | Added |
| WealthTrust Axiom LLC | 1,570 | $788.0K | 0.25% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,704 | $789.0K | 0.12% | −33−1.9% | Reduced |
| Sunburst Financial Group, LLC | 1,574 | $790.0K | 0.40% | +251+19.0% | Added |
| InterOcean Capital Group, LLC | 1,578 | $792.0K | 0.03% | +75+5.0% | Added |
| Signature Estate & Investment Advisors LLC | 1,587 | $797.0K | 0.04% | −34−2.1% | Reduced |
| Five Oceans Advisors | 1,590 | $798.0K | 0.70% | +18+1.1% | Added |
| Brightworth | 1,592 | $799.0K | 0.07% | +106+7.1% | Added |
| Traynor Capital Management, Inc. | 1,593 | $800.0K | 0.09% | −235−12.9% | Reduced |
| Vigilare Wealth Management | 1,597 | $802.0K | 0.47% | +727+83.6% | Added |
| McDonald Partners LLC | 1,602 | $804.4K | 0.75% | −3,615−69.3% | Reduced |
| Absolute Capital Management, LLC | 1,602 | $804.4K | 0.75% | +1,602 | New |
| Private Portfolio Partners LLC | 1,616 | $811.9K | 0.21% | +99+6.5% | Added |
| ODonnell Financial Services, LLC | 1,753 | $817.0K | 0.38% | 00.0% | Unchanged |
| 55I, LLC | 1,632 | $820.0K | 0.02% | −2,524−60.7% | Reduced |
| Oxinas Partners Wealth Management LLC | 1,634 | $820.0K | 0.47% | +1+0.1% | Added |
| Visionary Wealth Advisors | 1,634 | $820.0K | 0.07% | +365+28.8% | Added |
| Seven Springs Wealth Group, LLC | 1,640 | $824.0K | 0.38% | −904−35.5% | Reduced |
| Founders Capital Management, LLC | 1,641 | $824.0K | 0.18% | −32−1.9% | Reduced |
| Thomasville National Bank | 1,645 | $826.0K | 0.08% | −200−10.8% | Reduced |
| Virtu Financial LLC | 1,645 | $826.0K | 0.08% | +1,645 | New |
| Integrated Investment Consultants, LLC | 1,654 | $831.0K | 0.22% | +30+1.8% | Added |
| Jacobi Capital Management LLC | 1,655 | $831.0K | 0.10% | +241+17.0% | Added |
| Hellman Jordan Management Co Inc | 1,657 | $832.0K | 1.00% | −389−19.0% | Reduced |
| Scharf Investments, LLC | 1,661 | $834.0K | 0.02% | +1,661 | New |
| Source Financial Advisors LLC | 1,662 | $835.0K | 0.23% | −176−9.6% | Reduced |
| Marotta Asset Management | 1,664 | $835.6K | 0.19% | +213+14.7% | Added |
| Hexagon Capital Partners LLC | 1,665 | $836.0K | 0.22% | −26−1.5% | Reduced |
| Calton & Associates, Inc. | 1,669 | $838.0K | 0.22% | −496−22.9% | Reduced |
| CNB Bank | 1,670 | $838.0K | 0.46% | −66−3.8% | Reduced |
| Foundry Partners, LLC | 1,670 | $839.0K | 0.03% | −15−0.9% | Reduced |
| LWM Advisory Services, LLC | 1,671 | $839.0K | 1.04% | +1,671 | New |
| TRUE Private Wealth Advisors | 1,674 | $840.0K | 0.12% | +120+7.7% | Added |