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 |
|---|---|---|---|---|---|
| NBT Bank N A | 12,775 | $6.42M | 0.82% | −170−1.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 12,760 | $6.41M | 0.41% | +347+2.8% | Added |
| Bank Pictet & Cie (Asia) Ltd | 12,677 | $6.37M | 1.50% | +2,404+23.4% | Added |
| Massachusetts Financial Services Co | 12,647 | $6.35M | 0.00% | −2,746−17.8% | Reduced |
| J. W. Coons Advisors, LLC | 12,634 | $6.34M | 1.92% | −139−1.1% | Reduced |
| Dakota Wealth Management | 12,614 | $6.33M | 0.67% | +6,776+116.1% | Added |
| Community Bank & Trust, Waco, Texas | 12,605 | $6.33M | 1.86% | +325+2.6% | Added |
| Geneos Wealth Management Inc. | 12,600 | $6.33M | 0.24% | +898+7.7% | Added |
| Wolf Group Capital Advisors | 12,597 | $6.33M | 1.03% | +8,436+202.7% | Added |
| Asset Dedication, LLC | 12,392 | $6.32M | 0.76% | +933+8.1% | Added |
| High Note Wealth, LLC | 12,588 | $6.32M | 2.13% | −669−5.0% | Reduced |
| CX Institutional | 12,455 | $6.25M | 0.50% | +1,057+9.3% | Added |
| Tradition Wealth Management, LLC | 12,422 | $6.24M | 0.78% | +79+0.6% | Added |
| Paradigm Financial Partners, LLC | 12,419 | $6.24M | 1.31% | +92+0.7% | Added |
| Boston Financial Mangement LLC | 12,417 | $6.24M | 0.23% | −1,586−11.3% | Reduced |
| Jasper Ridge Partners, L.P. | 12,405 | $6.23M | 0.23% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 12,362 | $6.21M | 0.56% | −969−7.3% | Reduced |
| Hohimer Wealth Management, LLC | 12,330 | $6.19M | 1.31% | −681−5.2% | Reduced |
| Venture Visionary Partners LLC | 12,318 | $6.19M | 0.40% | +439+3.7% | Added |
| Stratos Wealth Partners, LTD. | 12,297 | $6.17M | 0.14% | −38−0.3% | Reduced |
| Optimum Investment Advisors | 12,298 | $6.17M | 2.40% | +210+1.7% | Added |
| Wealthspire Advisors, LLC | 12,286 | $6.17M | 0.14% | −828−6.3% | Reduced |
| Keeler Thomas Management LLC | 12,281 | $6.17M | 2.67% | +110+0.9% | Added |
| Quantinno Capital Management LP | 12,262 | $6.16M | 1.11% | +12,262 | New |
| West Family Investments, Inc. | 12,235 | $6.14M | 1.72% | −357−2.8% | Reduced |
| Dividend Assets Capital, LLC | 12,195 | $6.12M | 1.14% | +1,598+15.1% | Added |
| Annex Advisory Services, LLC | 12,194 | $6.12M | 0.42% | +228+1.9% | Added |
| HGK Asset Management Inc | 12,167 | $6.11M | 1.89% | −134−1.1% | Reduced |
| Advisors Capital Management, LLC | 12,124 | $6.09M | 0.17% | +453+3.9% | Added |
| Virtue Capital Management, LLC | 12,117 | $6.08M | 0.90% | +833+7.4% | Added |
| Lountzis Asset Management, LLC | 12,108 | $6.08M | 3.47% | −38−0.3% | Reduced |
| Thames Capital Management LLC | 12,063 | $6.06M | 1.16% | +12,063 | New |
| Allworth Financial LP | 12,025 | $6.04M | 0.09% | +107+0.9% | Added |
| Lynch Asset Management, Inc. | 12,000 | $6.03M | 4.19% | +12,000 | New |
| Ascent Group, LLC | 12,985 | $5.99M | 0.76% | +12,985 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,914 | $5.98M | 2.03% | −278−2.3% | Reduced |
| We Are One Seven, LLC | 11,889 | $5.97M | 0.62% | +1,350+12.8% | Added |
| RBA Wealth Management, LLC | 11,841 | $5.95M | 2.81% | +11,841 | New |
| Bank of New Hampshire | 11,765 | $5.91M | 1.44% | −398−3.3% | Reduced |
| Mutual Advisors, LLC | 11,747 | $5.90M | 0.31% | +283+2.5% | Added |
| SlateStone Wealth, LLC | 11,734 | $5.89M | 1.26% | +1,244+11.9% | Added |
| Pinnacle Holdings, LLC | 11,670 | $5.86M | 2.46% | +23+0.2% | Added |
| Tower Bridge Advisors | 11,666 | $5.86M | 0.36% | +110+1.0% | Added |
| Pegasus Partners Ltd. | 11,647 | $5.85M | 1.02% | −792−6.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,632 | $5.84M | 0.48% | −296−2.5% | Reduced |
| Puzo Michael J | 11,630 | $5.84M | 1.65% | +200+1.7% | Added |
| Resources Management Corp | 11,615 | $5.83M | 0.76% | +28+0.2% | Added |
| Icon Wealth Partners, LLC | 11,611 | $5.83M | 0.58% | −3,860−24.9% | Reduced |
| Culbertson A N & Co Inc | 11,587 | $5.82M | 1.10% | −300−2.5% | Reduced |
| HBW Advisory Services LLC | 11,576 | $5.81M | 1.36% | +274+2.4% | Added |
| Bray Capital Advisors | 11,547 | $5.80M | 1.42% | +140+1.2% | Added |
| Berkshire Asset Management LLC | 11,543 | $5.80M | 0.35% | −1,617−12.3% | Reduced |
| Barbara Oil Co. | 11,500 | $5.78M | 2.50% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 11,493 | $5.77M | 0.50% | −210−1.8% | Reduced |
| Plancorp, LLC | 11,451 | $5.75M | 0.36% | +216+1.9% | Added |
| Kidder Stephen W | 11,436 | $5.74M | 1.74% | +56+0.5% | Added |
| Prospera Financial Services Inc | 11,419 | $5.74M | 0.25% | +354+3.2% | Added |
| Pictet Bank & Trust Ltd | 11,420 | $5.73M | 2.96% | −100−0.9% | Reduced |
| CAPROCK Group, Inc. | 11,394 | $5.72M | 0.47% | +340+3.1% | Added |
| Bryn Mawr Trust Co | 11,383 | $5.72M | 0.21% | −1,084−8.7% | Reduced |
| Naples Global Advisors, LLC | 11,369 | $5.71M | 0.66% | +352+3.2% | Added |
| Capital Analysts, LLC | 11,330 | $5.69M | 0.35% | −492−4.2% | Reduced |
| Stiles Financial Services Inc | 11,316 | $5.68M | 2.74% | +11,316 | New |
| Connable Office Inc | 11,314 | $5.68M | 0.72% | −109−1.0% | Reduced |
| Affinity Investment Advisors, LLC | 11,310 | $5.68M | 2.28% | −151−1.3% | Reduced |
| Foundations Investment Advisors, LLC | 11,847 | $5.61M | 0.21% | +702+6.3% | Added |
| Ocean Capital Management, LLC | 11,173 | $5.61M | 2.13% | +384+3.6% | Added |
| Gamble Jones Investment Counsel | 11,134 | $5.59M | 0.33% | −8−0.1% | Reduced |
| ExodusPoint Capital Management, LP | 11,084 | $5.57M | 0.07% | −37,331−77.1% | Reduced |
| American National Insurance Co | 11,070 | $5.56M | 1.23% | −71,240−86.6% | Reduced |
| Belpointe Asset Management LLC | 11,065 | $5.56M | 0.35% | −461−4.0% | Reduced |
| CMH Wealth Management LLC | 11,065 | $5.56M | 1.68% | +692+6.7% | Added |
| Private Trust Co NA | 11,038 | $5.54M | 0.77% | −365−3.2% | Reduced |
| Olstein Capital Management, L.P. | 11,000 | $5.52M | 0.66% | −6,500−37.1% | Reduced |
| Bristlecone Advisors, LLC | 10,933 | $5.49M | 0.66% | −526−4.6% | Reduced |
| Checchi Capital Advisers, LLC | 10,840 | $5.44M | 0.60% | +1,090+11.2% | Added |
| Souders Financial Advisors | 10,818 | $5.43M | 1.56% | +214+2.0% | Added |
| Change Path, LLC | 10,772 | $5.41M | 0.27% | +789+7.9% | Added |
| Ballentine Partners, LLC | 10,739 | $5.39M | 0.16% | +1,727+19.2% | Added |
| Harbour Investments, Inc. | 10,725 | $5.39M | 0.32% | −3,681−25.6% | Reduced |
| Tower View Investment Management & Research LLC | 10,721 | $5.38M | 2.74% | +153+1.4% | Added |
| Mirador Capital Partners LP | 10,712 | $5.38M | 1.13% | +229+2.2% | Added |
| RNC Capital Management LLC | 10,685 | $5.37M | 0.27% | +236+2.3% | Added |
| Moneta Group Investment Advisors LLC | 10,666 | $5.36M | 0.22% | +534+5.3% | Added |
| Dorchester Wealth Management Co | 10,639 | $5.34M | 1.06% | −290−2.7% | Reduced |
| Waldron Private Wealth LLC | 10,603 | $5.32M | 0.26% | −7−0.1% | Reduced |
| Duncker Streett & Co Inc | 10,540 | $5.29M | 0.91% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 10,517 | $5.28M | 0.90% | −701−6.2% | Reduced |
| Lake Street Advisors Group, LLC | 10,515 | $5.28M | 0.33% | +10,515 | New |
| PACK Private Wealth, LLC | 10,511 | $5.28M | 4.19% | +10,511 | New |
| Moors & Cabot, Inc. | 10,508 | $5.28M | 0.32% | +389+3.8% | Added |
| Morgan Jess S & Co Inc | 10,506 | $5.28M | 3.24% | −300−2.8% | Reduced |
| Fairhaven Wealth Management, LLC | 10,501 | $5.27M | 2.06% | +91+0.9% | Added |
| Bluefin Capital Management, LLC | 10,500 | $5.27M | 0.42% | −3,622−25.6% | Reduced |
| Kinneret Advisory, LLC | 10,466 | $5.25M | 0.54% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 10,464 | $5.25M | 1.84% | −22−0.2% | Reduced |
| Banco de Sabadell, S.A | 10,402 | $5.24M | 2.94% | +3,132+43.1% | Added |
| Benson Investment Management Company, Inc. | 10,420 | $5.23M | 2.54% | −2,720−20.7% | Reduced |
| Americana Partners, LLC | 10,409 | $5.23M | 0.95% | +2,621+33.7% | Added |
| Holderness Investments Co | 10,314 | $5.18M | 1.53% | −30.0% | Reduced |