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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 8,298 | $4.17M | 0.02% | −205,055−96.1% | Reduced |
| Csenge Advisory Group | 10,279 | $4.16M | 0.37% | −508−4.7% | Reduced |
| Wade G W & Inc | 8,287 | $4.16M | 0.18% | +302+3.8% | Added |
| Fulcrum Asset Management LLP | – | $4.16M | 2.03% | – | – |
| MU Investments Co., Ltd. | 8,200 | $4.15M | 4.18% | −1,780−17.8% | Reduced |
| Studio Investment Management LLC | 8,257 | $4.15M | 1.49% | −788−8.7% | Reduced |
| Private Wealth Strategies, L.L.C. | 8,250 | $4.14M | 0.96% | 00.0% | Unchanged |
| Foster & Motley Inc | 8,204 | $4.12M | 0.32% | −68−0.8% | Reduced |
| Point72 Asset Management, L.P. | 8,200 | $4.12M | 0.02% | −42,900−84.0% | Reduced |
| Community Bank, N.A. | 8,170 | $4.10M | 0.47% | −185−2.2% | Reduced |
| Legacy Capital Partners, Inc. | 8,135 | $4.08M | 1.32% | +30+0.4% | Added |
| RDA Financial Network | 8,127 | $4.08M | 1.67% | +290+3.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 8,117 | $4.08M | 2.61% | +59+0.7% | Added |
| Connecticut Wealth Management, LLC | 8,114 | $4.07M | 0.32% | −237−2.8% | Reduced |
| Strategic Capital Advisers, Inc. | 8,064 | $4.05M | 2.90% | −48−0.6% | Reduced |
| Mitchell Capital Management Co | 8,063 | $4.05M | 0.82% | +389+5.1% | Added |
| Reilly Financial Advisors, LLC | 8,044 | $4.04M | 0.30% | −589−6.8% | Reduced |
| Johnson Financial Group, Inc. | 8,042 | $4.04M | 0.26% | −613−7.1% | Reduced |
| Grove Bank & Trust | 8,034 | $4.03M | 0.77% | +169+2.1% | Added |
| Union Heritage Capital, LLC | 8,000 | $4.02M | 1.88% | 00.0% | Unchanged |
| West Branch Capital LLC | 7,979 | $4.01M | 1.71% | +266+3.4% | Added |
| Geneva Partners, LLC | 7,932 | $3.98M | 1.98% | +180+2.3% | Added |
| Verdence Capital Advisors LLC | 7,906 | $3.97M | 0.47% | +5,597+242.4% | Added |
| Sheets Smith Wealth Management | 7,863 | $3.95M | 0.49% | −5−0.1% | Reduced |
| Ritholtz Wealth Management | 7,837 | $3.94M | 0.25% | +308+4.1% | Added |
| Laurel Wealth Advisors, Inc. | 7,822 | $3.93M | 0.30% | +5,654+260.8% | Added |
| Bollard Group LLC | 7,816 | $3.92M | 0.13% | +4,317+123.4% | Added |
| Leelyn Smith, LLC | 7,814 | $3.92M | 1.05% | −14−0.2% | Reduced |
| Hennessy Advisors Inc | 7,800 | $3.92M | 0.22% | −300−3.7% | Reduced |
| Capital Insight Partners, LLC | 7,794 | $3.91M | 0.80% | +76+1.0% | Added |
| Chase Investment Counsel Corp | 7,796 | $3.91M | 1.57% | +7,082+991.9% | Added |
| Cornerstone Wealth Group, LLC | 7,758 | $3.90M | 0.67% | +6,886+789.7% | Added |
| TrinityPoint Wealth, LLC | 7,710 | $3.87M | 0.69% | −4−0.1% | Reduced |
| Harbour Investment Management LLC | 7,708 | $3.87M | 1.76% | −18−0.2% | Reduced |
| Steadfast Capital Management (UK) Ltd. | 7,704 | $3.87M | 4.65% | −1,702−18.1% | Reduced |
| Family Legacy, Inc. | 8,231 | $3.86M | 1.58% | +21+0.3% | Added |
| Forefront Wealth Management Inc. | 7,670 | $3.85M | 3.68% | +7,670 | New |
| Fukoku Mutual Life Insurance Co | 7,670 | $3.85M | 0.28% | +200+2.7% | Added |
| Siena Capital LLC | 7,646 | $3.84M | 2.20% | +7,646 | New |
| AIA Group Ltd | 7,620 | $3.83M | 0.18% | +105+1.4% | Added |
| Ashford Capital Management Inc | 7,614 | $3.82M | 0.38% | +741+10.8% | Added |
| Symmetry Partners, LLC | 7,588 | $3.81M | 0.24% | −196−2.5% | Reduced |
| Clear Harbor Asset Management, LLC | 7,552 | $3.79M | 0.42% | +52+0.7% | Added |
| Valeo Financial Advisors, LLC | 7,539 | $3.79M | 0.21% | +671+9.8% | Added |
| Two Sigma Securities, LLC | 7,527 | $3.78M | 0.74% | +7,527 | New |
| Sequoia Financial Advisors, LLC | 7,503 | $3.77M | 0.10% | +5,632+301.0% | Added |
| AIMZ Investment Advisors, LLC | 7,474 | $3.75M | 1.46% | −4−0.1% | Reduced |
| Pantheon Investment Group, LLC | 7,416 | $3.75M | 2.95% | −257−3.3% | Reduced |
| Bogart Wealth, LLC | 7,463 | $3.75M | 0.34% | +820+12.3% | Added |
| Schonfeld Strategic Advisors LLC | 7,456 | $3.74M | 0.04% | +7,456 | New |
| Decatur Capital Management, Inc. | 7,447 | $3.74M | 2.21% | −94−1.2% | Reduced |
| Brighton Jones LLC | 7,438 | $3.73M | 0.18% | +2,039+37.8% | Added |
| K.J. Harrison & Partners Inc | 7,415 | $3.73M | 0.53% | −20.0% | Reduced |
| Wealth Alliance | 7,426 | $3.73M | 0.75% | −50−0.7% | Reduced |
| True North Advisors, LLC | 7,426 | $3.73M | 0.63% | +31+0.4% | Added |
| MBB Public Markets I LLC | 7,400 | $3.72M | 0.08% | +7,400 | New |
| Kovack Advisors, Inc. | 7,385 | $3.71M | 0.36% | −40−0.5% | Reduced |
| MD Financial Management Inc. | 7,380 | $3.71M | 0.09% | +263+3.7% | Added |
| Budros, Ruhlin & Roe, Inc. | 7,358 | $3.69M | 0.40% | +103+1.4% | Added |
| Raab & Moskowitz Asset Management LLC | 7,318 | $3.67M | 1.21% | −7−0.1% | Reduced |
| Boenning & Scattergood, Inc. | 7,283 | $3.66M | 0.58% | −49−0.7% | Reduced |
| IMA Wealth, Inc. | 7,280 | $3.66M | 0.81% | −707−8.9% | Reduced |
| Bensler, LLC | 7,280 | $3.66M | 1.02% | +7,280 | New |
| Hyman Charles D | 7,276 | $3.65M | 0.23% | −9−0.1% | Reduced |
| TCWP LLC | 7,228 | $3.63M | 0.72% | +7,228 | New |
| First Horizon Advisors, Inc. | 7,181 | $3.61M | 0.11% | +507+7.6% | Added |
| Royal Capital Wealth Management, LLC | 7,180 | $3.60M | 3.50% | +7,180 | New |
| Palouse Capital Management, Inc. | 7,174 | $3.60M | 1.54% | −1,143−13.7% | Reduced |
| S.E.E.D. Planning Group LLC | 7,167 | $3.60M | 1.56% | −671−8.6% | Reduced |
| Mechanics Bank Trust Department | 7,114 | $3.57M | 0.53% | +105+1.5% | Added |
| Heritage Way Advisors, LLC | 7,038 | $3.53M | 1.32% | −147−2.0% | Reduced |
| TFG Advisers LLC | 7,029 | $3.53M | 1.54% | +80+1.2% | Added |
| BNC Wealth Management, LLC | 7,009 | $3.52M | 1.67% | +7,009 | New |
| SevenBridge Financial Group, LLC | 7,002 | $3.52M | 1.06% | −49−0.7% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 7,000 | $3.52M | 1.89% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6,982 | $3.51M | 0.13% | +6,982 | New |
| Westover Capital Advisors, LLC | 6,977 | $3.50M | 1.02% | +3,061+78.2% | Added |
| Robertson Stephens Wealth Management, LLC | 6,975 | $3.50M | 0.30% | +3,181+83.8% | Added |
| Valley Brook Capital Group | 6,963 | $3.50M | 3.02% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 6,926 | $3.48M | 1.62% | +126+1.9% | Added |
| Patten Group, Inc. | 6,927 | $3.48M | 0.92% | +445+6.9% | Added |
| Summit X, LLC | 6,854 | $3.46M | 0.81% | +316+4.8% | Added |
| MPS Loria Financial Planners, LLC | 6,878 | $3.45M | 1.41% | +19+0.3% | Added |
| Veriti Management LLC | 6,871 | $3.45M | 0.45% | +105+1.6% | Added |
| Principle Wealth Partners LLC | 6,847 | $3.44M | 0.36% | +142+2.1% | Added |
| Wunderlich Capital Managemnt | 6,833 | $3.43M | 1.53% | +37+0.5% | Added |
| Pinkerton Retirement Specialists, LLC | 6,833 | $3.43M | 0.60% | +179+2.7% | Added |
| Cypress Capital, LLC | 6,831 | $3.43M | 0.39% | −488−6.7% | Reduced |
| Wellington Shields Capital Management, LLC | 6,828 | $3.43M | 0.44% | +207+3.1% | Added |
| Buckley Wealth Management, LLC | 6,823 | $3.43M | 1.00% | −1,075−13.6% | Reduced |
| BIT Capital GmbH | 6,817 | $3.42M | 0.27% | +6,817 | New |
| Philadelphia Trust Co | 6,810 | $3.42M | 0.25% | −202−2.9% | Reduced |
| Royal Fund Management, LLC | 6,807 | $3.42M | 0.49% | +628+10.2% | Added |
| Strategic Wealth Partners, Ltd. | 6,799 | $3.41M | 0.65% | +291+4.5% | Added |
| Midwest Wealth Management Inc. | 6,770 | $3.40M | 2.13% | +168+2.5% | Added |
| Altman Advisors, Inc. | 7,313 | $3.37M | 2.06% | −88−1.2% | Reduced |
| City Holding Co | 7,084 | $3.37M | 0.56% | +1,103+18.4% | Added |
| Occudo Quantitative Strategies LP | 6,701 | $3.37M | 0.30% | +6,701 | New |
| Cypress Capital Group | 6,693 | $3.36M | 0.42% | −2,242−25.1% | Reduced |
| Legacy Wealth Management, LLC | 6,683 | $3.36M | 1.72% | −103−1.5% | Reduced |