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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| McKinley Carter Wealth Services, Inc. | 15,848 | $7.96M | 0.59% | −270−1.7% | Reduced |
| Chemung Canal Trust Co | 15,844 | $7.96M | 1.44% | −1,302−7.6% | Reduced |
| Barings LLC | 15,784 | $7.93M | 0.20% | −2,560−14.0% | Reduced |
| Ayrshire Capital Management LLC | 15,667 | $7.87M | 3.99% | −9−0.1% | Reduced |
| Quadrature Capital Ltd | 15,664 | $7.87M | 0.41% | −25,107−61.6% | Reduced |
| IBM Retirement Fund | 15,663 | $7.87M | 0.98% | −10,893−41.0% | Reduced |
| Fulton Bank, N.A. | 15,659 | $7.86M | 0.35% | −605−3.7% | Reduced |
| Thompson Investment Management, Inc. | 15,651 | $7.86M | 1.11% | −1,062−6.4% | Reduced |
| Rothschild Capital Partners, LLC | 15,645 | $7.86M | 2.34% | +125+0.8% | Added |
| Advisory Services Network, LLC | 15,645 | $7.86M | 0.23% | +1,819+13.2% | Added |
| Capital Investment Advisors, LLC | 15,549 | $7.81M | 0.24% | +368+2.4% | Added |
| Eagle Capital Management, LLC | 15,412 | $7.74M | 2.03% | −124−0.8% | Reduced |
| Busey Wealth Management | 15,396 | $7.73M | 0.29% | +40.0% | Added |
| Alcosta Capital Management, Inc. | 15,378 | $7.72M | 4.64% | +63+0.4% | Added |
| Arrow Financial Corp | 15,363 | $7.71M | 0.91% | −124−0.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 15,332 | $7.70M | 2.56% | −35−0.2% | Reduced |
| Two Sigma Advisers, LP | 15,300 | $7.68M | 0.02% | +15,300 | New |
| YorkBridge Wealth Partners, LLC | 15,296 | $7.68M | 1.72% | +272+1.8% | Added |
| Armstrong Shaw Associates Inc | 15,283 | $7.67M | 6.24% | 00.0% | Unchanged |
| Icon Advisers Inc | 15,219 | $7.64M | 1.23% | 00.0% | Unchanged |
| Beecher Investors Inc | 15,215 | $7.64M | 9.26% | +15,215 | New |
| Sonora Investment Management Group, LLC | 15,126 | $7.59M | 0.88% | +15,126 | New |
| Liberty Capital Management, Inc. | 15,113 | $7.59M | 2.05% | −1,022−6.3% | Reduced |
| Dana Investment Advisors, Inc. | 15,053 | $7.56M | 0.33% | −1,911−11.3% | Reduced |
| Fundamentun, LLC | 14,999 | $7.53M | 1.19% | −865−5.5% | Reduced |
| Cunning Capital Partners, LP | 15,000 | $7.53M | 4.10% | 00.0% | Unchanged |
| Johanson Financial Advisors, Inc. | 14,977 | $7.52M | 2.30% | +460+3.2% | Added |
| Guardian Capital Advisors LP | 15,853 | $7.51M | 0.72% | +210+1.3% | Added |
| AMG National Trust Bank | 14,946 | $7.50M | 0.23% | −345−2.3% | Reduced |
| Woodmont Investment Counsel LLC | 14,923 | $7.49M | 0.96% | +1,338+9.8% | Added |
| TCTC Holdings, LLC | 14,872 | $7.47M | 0.32% | −21−0.1% | Reduced |
| Handelsinvest Investeringsforvaltning | 14,861 | $7.46M | 0.76% | +3,000+25.3% | Added |
| LGT Fund Management Co Ltd. | 14,860 | $7.46M | 2.15% | +14,860 | New |
| Ibex Wealth Advisors | 14,651 | $7.36M | 1.30% | +157+1.1% | Added |
| SOL Capital Management CO | 14,635 | $7.35M | 1.33% | −115−0.8% | Reduced |
| GPM Growth Investors, Inc. | 14,634 | $7.35M | 3.66% | −122−0.8% | Reduced |
| Ulland Investment Advisors, LLC | 14,623 | $7.34M | 4.68% | +14,623 | New |
| Triasima Portfolio Management inc. | 14,614 | $7.34M | 0.35% | +1,994+15.8% | Added |
| Fieldpoint Private Securities, LLC | 14,575 | $7.32M | 1.43% | −60−0.4% | Reduced |
| JCIC Asset Management Inc. | 14,566 | $7.31M | 2.19% | +20+0.1% | Added |
| Stokes Capital Advisors, LLC | 14,469 | $7.26M | 2.16% | −211−1.4% | Reduced |
| Bowling Portfolio Management LLC | 14,450 | $7.26M | 1.51% | −163−1.1% | Reduced |
| Chicago Trust Co NA | 14,361 | $7.21M | 1.44% | +481+3.5% | Added |
| Pensionfund Sabic | 14,300 | $7.18M | 1.35% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 14,292 | $7.18M | 2.20% | −109−0.8% | Reduced |
| Clearstead Advisors, LLC | 14,285 | $7.17M | 0.49% | +661+4.9% | Added |
| Smithbridge Asset Management Inc | 14,274 | $7.17M | 2.18% | +10.0% | Added |
| Brookstone Capital Management | 15,604 | $7.16M | 0.12% | +2,346+17.7% | Added |
| Monetary Management Group Inc | 14,215 | $7.14M | 1.77% | +185+1.3% | Added |
| Sandy Spring Bank | 14,188 | $7.12M | 0.34% | +198+1.4% | Added |
| Blue Edge Capital, LLC | 14,152 | $7.11M | 1.37% | −209−1.5% | Reduced |
| Altium Wealth Management LLC | 14,081 | $7.07M | 0.46% | +839+6.3% | Added |
| Carnegie Capital Asset Management, LLC | 14,037 | $7.05M | 0.23% | +1,291+10.1% | Added |
| Sowell Financial Services LLC | 14,033 | $7.05M | 0.40% | +960+7.3% | Added |
| King Luther Capital Management Corp | 14,018 | $7.04M | 0.03% | +570+4.2% | Added |
| Perkins Coie Trust Co | 13,968 | $7.01M | 2.06% | −310−2.2% | Reduced |
| Two Sigma Investments, LP | 13,925 | $6.99M | 0.02% | −5,725−29.1% | Reduced |
| Pallas Capital Advisors LLC | 15,158 | $6.99M | 0.85% | +631+4.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 13,896 | $6.98M | 0.01% | −7,167−34.0% | Reduced |
| First Interstate Bank | 13,890 | $6.97M | 0.68% | −30−0.2% | Reduced |
| Blue Fin Capital, Inc. | 13,887 | $6.97M | 1.93% | −449−3.1% | Reduced |
| Pitcairn Co | 13,885 | $6.97M | 0.45% | +379+2.8% | Added |
| Madison Wealth Management | 13,836 | $6.95M | 1.39% | +85+0.6% | Added |
| Montag A & Associates Inc | 13,824 | $6.94M | 0.34% | +1,270+10.1% | Added |
| Integrated Wealth Concepts LLC | 13,813 | $6.94M | 0.21% | +482+3.6% | Added |
| Kames Capital plc | 13,715 | $6.89M | 0.09% | +304+2.3% | Added |
| Dynamic Advisor Solutions LLC | 13,699 | $6.88M | 0.49% | +585+4.5% | Added |
| IFP Advisors, Inc | 13,508 | $6.86M | 0.13% | +2,071+18.1% | Added |
| CWA Asset Management Group, LLC | 13,611 | $6.83M | 0.51% | +188+1.4% | Added |
| Ballast, Inc. | 13,566 | $6.81M | 2.65% | −62−0.5% | Reduced |
| Hilton Capital Management, LLC | 13,480 | $6.77M | 0.62% | +13,480 | New |
| Trust Co of Vermont | 13,472 | $6.76M | 0.43% | +223+1.7% | Added |
| Capital Planning Advisors, LLC | 13,470 | $6.76M | 1.29% | +98+0.7% | Added |
| Frontier Wealth Management LLC | 13,461 | $6.76M | 0.45% | +645+5.0% | Added |
| Arkadios Wealth Advisors | 13,454 | $6.76M | 0.91% | +7,501+126.0% | Added |
| Karp Capital Management Corp | 13,441 | $6.75M | 0.85% | +1,456+12.1% | Added |
| Broderick Brian C | 13,434 | $6.75M | 1.62% | +1,225+10.0% | Added |
| Marietta Wealth Management, LLC | 13,418 | $6.74M | 1.35% | +267+2.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 13,374 | $6.73M | 0.18% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 13,409 | $6.73M | 0.28% | +13,409 | New |
| Parallel Advisors, LLC | 13,360 | $6.71M | 0.25% | +670+5.3% | Added |
| Coastline Trust Co | 13,350 | $6.70M | 0.76% | −35−0.3% | Reduced |
| Vanguard Capital Wealth Advisors | 13,337 | $6.70M | 4.81% | +39+0.3% | Added |
| Koshinski Asset Management, Inc. | 13,218 | $6.64M | 0.54% | −373−2.7% | Reduced |
| Hotaling Investment Management, LLC | 13,210 | $6.63M | 2.30% | +152+1.2% | Added |
| Pensionfund DSM Netherlands | 13,200 | $6.63M | 0.76% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 13,194 | $6.63M | 0.06% | +10,069+322.2% | Added |
| Acropolis Investment Management, LLC | 13,110 | $6.58M | 0.59% | −38−0.3% | Reduced |
| Buckhead Capital Management LLC | 13,101 | $6.58M | 1.39% | −1,353−9.4% | Reduced |
| Accredited Investors Inc. | 13,070 | $6.56M | 0.58% | −38−0.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 13,065 | $6.56M | 0.30% | +13,065 | New |
| Horizon Investment Services, LLC | 13,017 | $6.54M | 2.99% | +10.0% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $6.53M | 1.68% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 12,984 | $6.52M | 2.68% | +415+3.3% | Added |
| Donaldson Capital Management, LLC | 12,976 | $6.52M | 0.29% | +6,584+103.0% | Added |
| Connors Investor Services Inc | 12,969 | $6.49M | 0.64% | −5,010−27.9% | Reduced |
| Silvant Capital Management LLC | 12,919 | $6.49M | 1.11% | −3,818−22.8% | Reduced |
| Asio Capital, LLC | 12,891 | $6.47M | 2.01% | +185+1.5% | Added |
| Baker Tilly Wealth Management, LLC | 12,819 | $6.44M | 0.69% | +1,324+11.5% | Added |
| Group One Trading, L.P. | 12,777 | $6.42M | 0.12% | +12,777 | New |