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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 10,270 | $5.16M | 0.41% | +82+0.8% | Added |
| HRT Financial LP | 10,253 | $5.15M | 0.03% | +10,253 | New |
| Chatham Capital Group, Inc. | 10,251 | $5.15M | 0.93% | +80+0.8% | Added |
| Jupiter Asset Management Ltd | 10,168 | $5.13M | 0.06% | −120,345−92.2% | Reduced |
| Strategic Financial Services, Inc, | 10,199 | $5.12M | 0.38% | −714−6.5% | Reduced |
| Salem Investment Counselors Inc | 10,195 | $5.12M | 0.18% | +2,827+38.4% | Added |
| Red Door Wealth Management, LLC | 10,180 | $5.11M | 1.68% | +656+6.9% | Added |
| Proequities, Inc. | 10,105 | $5.07M | 0.29% | +893+9.7% | Added |
| Duff & Phelps Investment Management Co | 10,011 | $5.03M | 0.06% | +76+0.8% | Added |
| Bessemer Securities LLC | 10,010 | $5.03M | 1.36% | +1,911+23.6% | Added |
| Cox Capital Mgt LLC | 9,956 | $5.00M | 2.96% | +482+5.1% | Added |
| Sky Investment Group LLC | 9,954 | $5.00M | 1.01% | +35+0.4% | Added |
| Intrust Bank NA | 9,925 | $4.98M | 0.60% | +87+0.9% | Added |
| SWS Partners | 9,909 | $4.98M | 2.83% | −102−1.0% | Reduced |
| Equitable Holdings, Inc. | 9,857 | $4.95M | 0.08% | +912+10.2% | Added |
| Morris Capital Advisors, LLC | 9,852 | $4.95M | 3.63% | −120−1.2% | Reduced |
| Goodwin Daniel L | 9,850 | $4.95M | 2.17% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 9,818 | $4.93M | 1.87% | −8,300−45.8% | Reduced |
| De Burlo Group Inc | 9,805 | $4.92M | 0.72% | −50−0.5% | Reduced |
| Lindenwold Advisors | 9,747 | $4.89M | 2.86% | +9,747 | New |
| Nikulski Financial, Inc. | 9,732 | $4.89M | 2.05% | +75+0.8% | Added |
| Bond & Devick Financial Network, Inc. | 9,682 | $4.86M | 3.65% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9,681 | $4.86M | 0.43% | +617+6.8% | Added |
| Parkside Investments, LLC | 9,658 | $4.85M | 0.93% | +351+3.8% | Added |
| Kingsview Wealth Management, LLC | 9,645 | $4.84M | 0.20% | −1,056−9.9% | Reduced |
| Bank of Hawaii | 9,619 | $4.83M | 0.25% | +2,451+34.2% | Added |
| Savant Capital, LLC | 9,605 | $4.82M | 0.16% | +490+5.4% | Added |
| Lazard Freres Gestion S.A.S. | 9,600 | $4.82M | 0.13% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 9,591 | $4.82M | 1.93% | +345+3.7% | Added |
| Meridian Wealth Advisors, LLC | 9,546 | $4.79M | 1.16% | +397+4.3% | Added |
| Regent Investment Management LLC | 9,543 | $4.79M | 1.04% | −59−0.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 9,539 | $4.79M | 0.50% | −209−2.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 9,536 | $4.79M | 1.58% | −459−4.6% | Reduced |
| Investment House LLC | 9,510 | $4.78M | 0.31% | 00.0% | Unchanged |
| Wrapmanager Inc | 9,483 | $4.76M | 1.19% | −1,572−14.2% | Reduced |
| Orleans Capital Management Corp | 9,402 | $4.72M | 2.68% | +75+0.8% | Added |
| Sepio Capital, LP | 9,394 | $4.72M | 0.35% | +321+3.5% | Added |
| Murphy Pohlad Asset Management LLC | 9,393 | $4.72M | 1.85% | −505−5.1% | Reduced |
| Piscataqua Savings Bank | 9,393 | $4.72M | 3.72% | −183−1.9% | Reduced |
| Institutional & Family Asset Management, LLC | 9,342 | $4.69M | 0.73% | −1,666−15.1% | Reduced |
| Covenant Asset Management, LLC | 9,328 | $4.68M | 1.26% | +91+1.0% | Added |
| Weik Capital Management | 9,320 | $4.68M | 1.77% | −145−1.5% | Reduced |
| Hilltop Holdings Inc. | 9,319 | $4.68M | 0.49% | +815+9.6% | Added |
| Nicollet Investment Management, Inc. | 9,257 | $4.65M | 1.87% | −152−1.6% | Reduced |
| Oak Associates, Ltd | 9,250 | $4.64M | 0.25% | 00.0% | Unchanged |
| Avestar Capital, LLC | 9,243 | $4.64M | 0.85% | +1,685+22.3% | Added |
| Unison Asset Management LLC | 9,224 | $4.63M | 3.82% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 9,220 | $4.63M | 1.59% | +40+0.4% | Added |
| Stanley-Laman Group, Ltd. | 9,212 | $4.63M | 0.54% | +1,509+19.6% | Added |
| Clear Street Markets LLC | 9,200 | $4.62M | 0.41% | +1,807+24.4% | Added |
| Metatron Capital SICAV plc | 9,200 | $4.62M | 4.40% | +9,200 | New |
| Gs Investments, Inc. | 9,194 | $4.62M | 2.23% | +6+0.1% | Added |
| River & Mercantile Asset Management LLP | 9,160 | $4.60M | 0.36% | −3,874−29.7% | Reduced |
| Trust Asset Management LLC | 9,158 | $4.60M | 0.57% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 9,159 | $4.60M | 1.72% | +470+5.4% | Added |
| Cypress Asset Management Inc | 9,098 | $4.57M | 1.09% | −33−0.4% | Reduced |
| Laidlaw Wealth Management LLC | 9,085 | $4.56M | 0.73% | +461+5.3% | Added |
| Pavadi Capital LLC | 9,060 | $4.55M | 3.45% | +9,060 | New |
| Thoroughbred Financial Services, LLC | 9,047 | $4.54M | 0.95% | +287+3.3% | Added |
| Plimoth Trust Co LLC | 9,008 | $4.52M | 1.15% | +23+0.3% | Added |
| LexAurum Advisors, LLC | 9,007 | $4.52M | 1.47% | +111+1.2% | Added |
| Brewin Dolphin Ltd | 8,973 | $4.51M | 0.20% | +1,254+16.2% | Added |
| Lincoln National Corp | 8,951 | $4.50M | 0.09% | +1,174+15.1% | Added |
| Qtron Investments LLC | 8,931 | $4.49M | 1.01% | −239−2.6% | Reduced |
| JT Stratford LLC | 8,930 | $4.48M | 1.23% | +83+0.9% | Added |
| Quadrant Capital Group LLC | 8,897 | $4.47M | 0.53% | +503+6.0% | Added |
| Moody Lynn & Lieberson, LLC | 8,896 | $4.47M | 0.30% | −10.0% | Reduced |
| Sentry Investment Management LLC | 8,867 | $4.45M | 1.17% | 00.0% | Unchanged |
| Delta Capital Management LLC | 8,811 | $4.42M | 2.47% | +5+0.1% | Added |
| Northeast Financial Consultants Inc | 8,810 | $4.42M | 0.27% | +2,621+42.3% | Added |
| Berger Financial Group, Inc | 8,803 | $4.42M | 0.59% | +4,675+113.3% | Added |
| Timber Creek Capital Management LLC | 8,783 | $4.41M | 1.31% | +8,783 | New |
| Balentine LLC | 8,751 | $4.39M | 0.15% | +2,796+47.0% | Added |
| Point72 Hong Kong Ltd | 8,747 | $4.39M | 0.37% | −3,973−31.2% | Reduced |
| AlphaStar Capital Management, LLC | 9,336 | $4.38M | 0.35% | +397+4.4% | Added |
| Resources Investment Advisors, LLC. | 8,699 | $4.37M | 0.16% | −571−6.2% | Reduced |
| Atlantic Trust, LLC | 8,693 | $4.37M | 2.58% | −75−0.9% | Reduced |
| Mather Group, LLC. | 8,676 | $4.36M | 0.09% | −3,585−29.2% | Reduced |
| High Pines Wealth Management, LLC | 8,675 | $4.36M | 3.04% | −710−7.6% | Reduced |
| Baker Avenue Asset Management, LP | 8,665 | $4.35M | 0.22% | +1,273+17.2% | Added |
| Roanoke Asset Management Corp | 8,635 | $4.34M | 1.44% | −85−1.0% | Reduced |
| Strategic Advisors LLC | 8,590 | $4.31M | 0.61% | +335+4.1% | Added |
| Keebeck Wealth Management, LLC | 8,584 | $4.31M | 0.77% | +312+3.8% | Added |
| Tranquility Partners, LLC | 8,578 | $4.31M | 1.99% | +30.0% | Added |
| Becker Capital Management Inc | 8,556 | $4.30M | 0.17% | +386+4.7% | Added |
| Metis Global Partners, LLC | 8,508 | $4.27M | 1.19% | +8,508 | New |
| united american securities inc. (d/b/a uas asset management) | 8,500 | $4.27M | 0.95% | +8,500 | New |
| NBW Capital LLC | 8,494 | $4.26M | 0.95% | +9+0.1% | Added |
| Scott & Selber, Inc. | 8,474 | $4.25M | 1.51% | −10.0% | Reduced |
| Caldwell Investment Management Ltd. | 8,391 | $4.25M | 3.32% | +8,391 | New |
| Duality Advisers, LP | 8,463 | $4.25M | 0.46% | +6,114+260.3% | Added |
| Field & Main Bank | 8,422 | $4.23M | 2.44% | −35−0.4% | Reduced |
| Riverpark Capital Management LLC | 8,419 | $4.23M | 1.52% | −8,372−49.9% | Reduced |
| Martin Capital Partners, LLC | 8,410 | $4.22M | 1.99% | +29+0.3% | Added |
| AXS Investments LLC | 8,410 | $4.22M | 1.00% | +7,301+658.3% | Added |
| SNS Financial Group, LLC | 8,409 | $4.22M | 0.48% | −90−1.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 11,966 | $4.20M | 0.10% | −3,869−24.4% | Reduced |
| Page Arthur B | 8,330 | $4.18M | 2.87% | −243−2.8% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,327 | $4.18M | 1.79% | +231+2.9% | Added |
| Jaffetilchin Investment Partners, LLC | 8,321 | $4.18M | 0.39% | +437+5.5% | Added |