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 |
|---|---|---|---|---|---|
| Griffin Asset Management, Inc. | 6,674 | $3.35M | 0.42% | +1,065+19.0% | Added |
| Birch Capital Management, LLC | 6,664 | $3.35M | 2.01% | 00.0% | Unchanged |
| Doyle Wealth Management | 6,652 | $3.34M | 0.24% | +41+0.6% | Added |
| NorthRock Partners, LLC | 6,647 | $3.34M | 0.25% | +255+4.0% | Added |
| Harrell Investment Partners, LLC | 6,607 | $3.32M | 1.02% | +122+1.9% | Added |
| Abbrea Capital, LLC | 6,569 | $3.30M | 0.44% | +759+13.1% | Added |
| Eads & Heald Wealth Management | 6,551 | $3.29M | 1.43% | −94−1.4% | Reduced |
| Silicon Valley Community Foundation | 6,551 | $3.29M | 0.22% | +6,551 | New |
| Condor Capital Management | 6,546 | $3.29M | 0.35% | +176+2.8% | Added |
| Forum Financial Management, LP | 6,541 | $3.28M | 0.17% | +6,541 | New |
| DF Dent & Co Inc | 6,513 | $3.27M | 0.03% | −30−0.5% | Reduced |
| Rossmore Private Capital | 6,513 | $3.27M | 0.51% | +35+0.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,499 | $3.26M | 0.93% | +70+1.1% | Added |
| Canandaigua National Corp | 6,495 | $3.26M | 0.48% | −86−1.3% | Reduced |
| Mattern Wealth Management LLC | 6,482 | $3.25M | 0.96% | +112+1.8% | Added |
| Centric Wealth Management | 6,481 | $3.25M | 1.08% | +165+2.6% | Added |
| BBR Partners, LLC | 6,479 | $3.25M | 0.38% | +68+1.1% | Added |
| Tealwood Asset Management Inc | 6,468 | $3.25M | 1.30% | −512−7.3% | Reduced |
| NEXT Financial Group, Inc | 6,452 | $3.24M | 0.21% | −678−9.5% | Reduced |
| Engine No. 1 LLC | 6,451 | $3.24M | 0.67% | +1,376+27.1% | Added |
| HM Capital Management, LLC | 6,446 | $3.24M | 1.23% | +67+1.1% | Added |
| Elgethun Capital Management | 6,541 | $3.23M | 1.13% | −127−1.9% | Reduced |
| Winton Group Ltd | 6,411 | $3.22M | 0.19% | −5,190−44.7% | Reduced |
| Elmwood Wealth Management, Inc. | 6,396 | $3.21M | 1.53% | +6,396 | New |
| Parisi Gray Wealth Management | 6,370 | $3.20M | 1.20% | +48+0.8% | Added |
| Wealthsource Partners, LLC | 6,367 | $3.20M | 0.26% | −123−1.9% | Reduced |
| Gouws Capital LLC | 6,345 | $3.19M | 2.57% | +6,345 | New |
| American National Registered Investment Advisor, Inc. | 6,337 | $3.18M | 1.05% | −10.0% | Reduced |
| Constitution Capital LLC | 6,336 | $3.18M | 1.70% | +1,517+31.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,312 | $3.17M | 0.52% | −144−2.2% | Reduced |
| Little House Capital LLC | 6,298 | $3.16M | 1.67% | +229+3.8% | Added |
| Carret Asset Management, LLC | 6,288 | $3.16M | 0.35% | +65+1.0% | Added |
| Cutler Group LP | 6,268 | $3.15M | 0.22% | +2,885+85.3% | Added |
| Advisor OS, LLC | 6,262 | $3.14M | 0.64% | +497+8.6% | Added |
| Breiter Capital Management Inc | 6,252 | $3.14M | 1.54% | +204+3.4% | Added |
| Tudor Investment Corp Et Al | 6,233 | $3.13M | 0.06% | −6,849−52.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 6,225 | $3.13M | 1.92% | −18−0.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 6,219 | $3.12M | 0.02% | −800−11.4% | Reduced |
| Great Diamond Partners, LLC | 6,191 | $3.11M | 0.80% | +194+3.2% | Added |
| GDS Wealth Management | 6,176 | $3.10M | 0.69% | +6,176 | New |
| Western Wealth Management, LLC | 6,113 | $3.09M | 0.30% | +6,113 | New |
| Voya Financial Advisors, Inc. | 6,097 | $3.08M | 0.35% | +152+2.6% | Added |
| Renasant Bank | 6,119 | $3.07M | 2.09% | +776+14.5% | Added |
| South State Corp. | 6,100 | $3.06M | 0.24% | +365+6.4% | Added |
| Fairbanks Capital Management, Inc. | 6,080 | $3.05M | 2.22% | +961+18.8% | Added |
| PFG Advisors | 6,075 | $3.05M | 0.31% | −538−8.1% | Reduced |
| BFSG, LLC | 6,055 | $3.04M | 0.42% | +2,100+53.1% | Added |
| Freedom Day Solutions, LLC | 6,031 | $3.03M | 1.22% | −93−1.5% | Reduced |
| Notis-McConarty Edward | 6,026 | $3.02M | 1.01% | +5+0.1% | Added |
| Dohj, LLC | 6,014 | $3.02M | 1.35% | −432−6.7% | Reduced |
| Rehmann Capital Advisory Group | 6,005 | $3.02M | 0.28% | −43−0.7% | Reduced |
| Monetta Financial Services Inc | 6,000 | $3.01M | 2.33% | 00.0% | Unchanged |
| Ally Financial Inc. | 6,000 | $3.01M | 0.28% | +6,000 | New |
| Atlas Private Wealth Management | 5,997 | $3.01M | 1.68% | −204−3.3% | Reduced |
| Van Cleef Asset Management,Inc | 5,989 | $3.01M | 0.42% | −637−9.6% | Reduced |
| KCS Wealth Advisory | 5,988 | $3.01M | 1.21% | +110+1.9% | Added |
| Okabena Investment Services Inc | 5,986 | $3.01M | 1.14% | +5,164+628.2% | Added |
| Stokes Family Office, LLC | 5,954 | $2.99M | 0.37% | +330+5.9% | Added |
| Burns J W & Co Inc | 5,943 | $2.98M | 0.43% | +194+3.4% | Added |
| Wealth Architects, LLC | 5,911 | $2.97M | 0.52% | +12+0.2% | Added |
| Berkshire Bank | 5,898 | $2.96M | 0.66% | +2,363+66.8% | Added |
| Occidental Asset Management, LLC | 5,886 | $2.96M | 0.70% | +124+2.2% | Added |
| Algert Global LLC | 5,877 | $2.95M | 0.37% | +3,676+167.0% | Added |
| Doliver Advisors, LP | 6,077 | $2.94M | 0.93% | −1,482−19.6% | Reduced |
| DCM Advisors, LLC | 5,831 | $2.93M | 0.86% | +1,253+27.4% | Added |
| Sendero Wealth Management, LLC | 5,828 | $2.93M | 1.30% | +5,828 | New |
| Blueshift Asset Management, LLC | 5,825 | $2.92M | 0.26% | −25,714−81.5% | Reduced |
| Menard Financial Group LLC | 5,824 | $2.92M | 2.40% | +52+0.9% | Added |
| Summit Financial, LLC | 5,799 | $2.91M | 0.22% | +1,478+34.2% | Added |
| Sugarloaf Wealth Management, LLC | 5,797 | $2.91M | 0.69% | +132+2.3% | Added |
| Townsend & Associates, Inc | 6,179 | $2.90M | 1.59% | +16+0.3% | Added |
| Dempze Nancy E | 5,763 | $2.89M | 1.95% | +261+4.7% | Added |
| Wolverine Trading, LLC | 5,731 | $2.89M | 0.04% | +1,778+45.0% | Added |
| Windsor Group LTD | 5,849 | $2.87M | 0.53% | +329+6.0% | Added |
| Regency Capital Management Inc. | 5,718 | $2.87M | 1.83% | +653+12.9% | Added |
| FourThought Financial, LLC | 5,710 | $2.87M | 0.36% | −1,080−15.9% | Reduced |
| Transcend Wealth Collective, LLC | 5,705 | $2.86M | 0.25% | +1,011+21.5% | Added |
| Eqis Capital Management, Inc. | 5,701 | $2.86M | 0.21% | −276−4.6% | Reduced |
| Leeward Financial Partners, LLC | 5,696 | $2.86M | 1.79% | +5,696 | New |
| Inscription Capital, LLC | 5,683 | $2.85M | 0.78% | +1,504+36.0% | Added |
| GPS Wealth Strategies Group, LLC | 5,682 | $2.85M | 0.63% | +2,376+71.9% | Added |
| Alta Capital Management LLC | 5,665 | $2.85M | 0.15% | +1,219+27.4% | Added |
| Flagship Harbor Advisors, LLC | 5,655 | $2.84M | 0.27% | +636+12.7% | Added |
| Avantax Planning Partners, Inc. | 5,650 | $2.84M | 0.12% | +312+5.8% | Added |
| Financial Advisory Service, Inc. | 5,650 | $2.84M | 0.26% | +641+12.8% | Added |
| SkyView Investment Advisors, LLC | 43,124 | $2.83M | 0.64% | +37,445+659.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,641 | $2.83M | 1.25% | +95+1.7% | Added |
| Signet Investment Advisory Group, Inc. | 5,602 | $2.81M | 1.60% | +273+5.1% | Added |
| E&G Advisors, LP | 5,599 | $2.81M | 0.70% | 00.0% | Unchanged |
| Somerset Trust Co | 5,593 | $2.81M | 1.02% | +340+6.5% | Added |
| Shepherd Financial Partners LLC | 5,572 | $2.81M | 0.49% | +146+2.7% | Added |
| Proquility Private Wealth Partners, LLC | 5,761 | $2.80M | 0.99% | +5,761 | New |
| Procyon Private Wealth Partners, LLC | 5,573 | $2.80M | 0.60% | −40−0.7% | Reduced |
| Fluent Financial, LLC | 5,549 | $2.79M | 1.13% | −153−2.7% | Reduced |
| Brown Miller Wealth Management, LLC | 5,531 | $2.78M | 1.59% | +72+1.3% | Added |
| Oarsman Capital, Inc. | 5,528 | $2.78M | 1.09% | −27−0.5% | Reduced |
| ARGI Investment Services, LLC | 5,514 | $2.77M | 0.08% | +12+0.2% | Added |
| Charter Trust Co | 5,499 | $2.76M | 0.23% | −348−6.0% | Reduced |
| Strategic Global Advisors, LLC | 5,499 | $2.76M | 0.36% | +448+8.9% | Added |
| Valley National Advisers Inc | 5,496 | $2.76M | 0.51% | −3,762−40.6% | Reduced |