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 |
|---|---|---|---|---|---|
| Seeyond | 5,493 | $2.76M | 0.26% | −38−0.7% | Reduced |
| Richwood Investment Advisors, LLC | 5,491 | $2.76M | 2.41% | +5,491 | New |
| Legacy Private Trust Co. | 5,476 | $2.75M | 0.21% | −79−1.4% | Reduced |
| Platte River Wealth Advisors, LLC | 5,862 | $2.75M | 0.94% | −5−0.1% | Reduced |
| Bigelow Investment Advisors, LLC | 5,461 | $2.74M | 1.25% | +141+2.7% | Added |
| Eisler Capital (UK) Ltd. | 5,449 | $2.74M | 0.36% | −6,900−55.9% | Reduced |
| Gofen & Glossberg LLC | 5,443 | $2.73M | 0.06% | −96−1.7% | Reduced |
| Hartford Financial Management Inc. | 5,439 | $2.73M | 0.64% | −83−1.5% | Reduced |
| GM Advisory Group, Inc. | 5,418 | $2.72M | 0.24% | +7+0.1% | Added |
| Northeast Financial Group, Inc. | 5,412 | $2.72M | 1.59% | +170+3.2% | Added |
| Peterson Financial Group, Inc. | 5,403 | $2.71M | 2.21% | +5,403 | New |
| Lee Financial Co | 5,401 | $2.71M | 0.51% | −659−10.9% | Reduced |
| J.W. Cole Advisors, Inc. | 5,401 | $2.71M | 0.18% | +721+15.4% | Added |
| Van Den Berg Management I, Inc | 5,395 | $2.71M | 0.49% | −121−2.2% | Reduced |
| Ashburton (Jersey) Ltd | 5,373 | $2.70M | 1.13% | +134+2.6% | Added |
| Spears Abacus Advisors LLC | 5,368 | $2.69M | 0.18% | +482+9.9% | Added |
| HawsGoodwin Investment Management LLC | 5,363 | $2.69M | 0.78% | −25−0.5% | Reduced |
| M&R Capital Management Inc | 5,331 | $2.68M | 0.55% | +89+1.7% | Added |
| Smithfield Trust Co | 5,294 | $2.67M | 0.17% | −37−0.7% | Reduced |
| Marcum Wealth, LLC | 5,314 | $2.67M | 0.37% | −132−2.4% | Reduced |
| Ingalls & Snyder LLC | 5,302 | $2.66M | 0.12% | +290+5.8% | Added |
| Founders Financial Securities LLC | 5,300 | $2.66M | 0.48% | +28+0.5% | Added |
| Modera Wealth Management, LLC | 5,298 | $2.66M | 0.10% | +3,992+305.7% | Added |
| Northside Capital Management, LLC | 5,289 | $2.66M | 0.70% | −180−3.3% | Reduced |
| Cubist Systematic Strategies, LLC | 5,286 | $2.65M | 0.03% | −36,086−87.2% | Reduced |
| Waypoint Capital Advisors, LLC | 5,283 | $2.65M | 1.82% | +5,283 | New |
| Circle Wealth Management, LLC | 5,261 | $2.64M | 0.34% | +10.0% | Added |
| Trust Investment Advisors | 5,241 | $2.63M | 2.07% | +283+5.7% | Added |
| Sunbelt Securities, Inc. | 5,315 | $2.62M | 0.43% | −176−3.2% | Reduced |
| Peachtree Investment Partners, LLC | 5,218 | $2.62M | 1.10% | +845+19.3% | Added |
| Highland Private Wealth Management | 5,206 | $2.61M | 0.33% | +112+2.2% | Added |
| TriaGen Wealth Management LLC | 5,177 | $2.60M | 1.28% | 00.0% | Unchanged |
| NinePointTwo Capital | 5,153 | $2.59M | 0.83% | 00.0% | Unchanged |
| Capital City Trust Co | 5,150 | $2.59M | 0.73% | +87+1.7% | Added |
| Malaga Cove Capital, LLC | 5,140 | $2.58M | 1.02% | −10.0% | Reduced |
| TrimTabs Asset Management, LLC | 5,138 | $2.58M | 1.27% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 5,136 | $2.58M | 0.19% | −206−3.9% | Reduced |
| Coastal Investment Advisors, Inc. | 5,104 | $2.56M | 0.56% | −123−2.4% | Reduced |
| Moser Wealth Advisors, LLC | 5,105 | $2.56M | 1.55% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5,092 | $2.56M | 0.67% | +844+19.9% | Added |
| 180 Wealth Advisors, LLC | 5,541 | $2.56M | 0.57% | +53+1.0% | Added |
| JNBA Financial Advisors | 5,076 | $2.55M | 0.31% | −43−0.8% | Reduced |
| Oak Asset Management, LLC | 5,051 | $2.54M | 0.97% | −29−0.6% | Reduced |
| Triangle Securities Wealth Management | 5,051 | $2.54M | 0.79% | −134−2.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 5,036 | $2.53M | 0.73% | −13−0.3% | Reduced |
| Finivi Inc. | 4,952 | $2.49M | 2.62% | +4,952 | New |
| Consilium Wealth Advisory, LLC | 4,942 | $2.48M | 1.61% | +4,942 | New |
| Regent Peak Wealth Advisors LLC | 4,914 | $2.47M | 0.67% | +3,356+215.4% | Added |
| Bay Rivers Group | 4,894 | $2.46M | 1.50% | −278−5.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,895 | $2.46M | 0.49% | +289+6.3% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 4,894 | $2.46M | 0.43% | +1,771+56.7% | Added |
| Choate Investment Advisors | 4,836 | $2.43M | 0.14% | +2,244+86.6% | Added |
| Compton Capital Management Inc | 4,815 | $2.42M | 0.63% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 4,805 | $2.41M | 0.28% | +90+1.9% | Added |
| Act Two Investors LLC | 4,797 | $2.41M | 1.90% | −57,285−92.3% | Reduced |
| Cape Ann Savings Bank | 4,789 | $2.40M | 1.45% | +160+3.5% | Added |
| Unigestion Holding SA | 4,786 | $2.40M | 0.10% | +986+25.9% | Added |
| Charles Schwab Trust Co | 4,778 | $2.40M | 0.39% | +85+1.8% | Added |
| Cottage Street Advisors LLC | 4,771 | $2.40M | 1.36% | −50−1.0% | Reduced |
| RFG Advisory, LLC | 4,756 | $2.39M | 0.16% | −301−6.0% | Reduced |
| Liberty One Investment Management, LLC | 4,755 | $2.39M | 0.36% | +145+3.1% | Added |
| Northcape Wealth Management, LLC | 4,743 | $2.38M | 0.80% | +4,743 | New |
| River Wealth Advisors LLC | 4,723 | $2.37M | 0.37% | +164+3.6% | Added |
| Frisch Financial Group, Inc. | 4,727 | $2.37M | 0.74% | −134−2.8% | Reduced |
| Holocene Advisors, LP | 4,706 | $2.36M | 0.01% | +4,706 | New |
| Means Investment Co., Inc. | 4,679 | $2.35M | 0.42% | +43+0.9% | Added |
| WSFS Capital Management, LLC | 4,667 | $2.34M | 0.89% | −224−4.6% | Reduced |
| Charles Carroll Financial Partners, LLC | 4,651 | $2.33M | 2.32% | +4,651 | New |
| Alaethes Wealth LLC | 4,617 | $2.32M | 1.46% | −92−2.0% | Reduced |
| Affiance Financial, LLC | 4,606 | $2.31M | 0.97% | −69−1.5% | Reduced |
| Signature Wealth Management Group | 4,604 | $2.31M | 1.17% | +153+3.4% | Added |
| Ami Investment Management Inc | 4,603 | $2.31M | 0.95% | +11+0.2% | Added |
| Intact Investment Management Inc. | 4,600 | $2.31M | 0.06% | −400−8.0% | Reduced |
| Cito Capital Group, LLC | 4,600 | $2.31M | 0.96% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 4,589 | $2.31M | 0.33% | +460+11.1% | Added |
| Roof Eidam & Maycock | 4,579 | $2.30M | 0.78% | +14+0.3% | Added |
| Wintrust Investments LLC | 4,576 | $2.30M | 0.22% | −160−3.4% | Reduced |
| Joel Isaacson & Co., LLC | 4,577 | $2.30M | 0.16% | +12+0.3% | Added |
| Aft, Forsyth & Sober, LLC | 4,575 | $2.30M | 0.81% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,571 | $2.29M | 0.43% | −190−4.0% | Reduced |
| Country Club Trust Company, n.a. | 4,549 | $2.29M | 0.18% | +110+2.5% | Added |
| Miracle Mile Advisors, LLC | 4,564 | $2.29M | 0.09% | +257+6.0% | Added |
| Optas, LLC | 4,552 | $2.29M | 0.65% | +15+0.3% | Added |
| Certified Advisory Corp | 4,545 | $2.28M | 0.50% | +3+0.1% | Added |
| Waycross Partners, LLC | 4,500 | $2.26M | 1.29% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 4,476 | $2.25M | 0.89% | +114+2.6% | Added |
| Washburn Capital Management, Inc. | 4,467 | $2.24M | 1.33% | +144+3.3% | Added |
| Ellis Investment Partners, LLC | 4,438 | $2.23M | 0.51% | −264−5.6% | Reduced |
| Perfromance Wealth Partners, LLC | 4,426 | $2.22M | 0.09% | +4,426 | New |
| Washington Trust Advisors, Inc. | 4,423 | $2.22M | 0.15% | +4,423 | New |
| Westbourne Investment Advisors, Inc. | 4,406 | $2.21M | 0.87% | 00.0% | Unchanged |
| Altavista Wealth Management, Inc. | 4,401 | $2.21M | 0.45% | −10−0.2% | Reduced |
| Manchester Capital Management LLC | 4,394 | $2.21M | 0.29% | +10.0% | Added |
| Compagnie Lombard Odier SCmA | 4,391 | $2.21M | 0.04% | −125−2.8% | Reduced |
| GraniteShares Advisors LLC | 4,393 | $2.21M | 1.02% | +4,393 | New |
| WP Advisors, LLC | 4,388 | $2.20M | 0.92% | +70+1.6% | Added |
| WD Rutherford LLC | 4,380 | $2.20M | 1.11% | −110−2.4% | Reduced |
| Welch & Forbes LLC | 4,370 | $2.19M | 0.03% | +18+0.4% | Added |
| Bell Bank | 4,363 | $2.19M | 0.25% | +163+3.9% | Added |
| Stratos Wealth Advisors, LLC | 4,363 | $2.19M | 0.16% | +889+25.6% | Added |