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 |
|---|---|---|---|---|---|
| Kistler-Tiffany Companies, LLC | 4,337 | $2.18M | 0.43% | −87−2.0% | Reduced |
| Valmark Advisers, Inc. | 4,335 | $2.18M | 0.04% | +65+1.5% | Added |
| Independent Financial Group, LLC | 4,321 | $2.17M | 0.18% | +249+6.1% | Added |
| Golden State Wealth Management, LLC | 4,319 | $2.17M | 0.37% | +1,719+66.1% | Added |
| Van Leeuwen & Company, LLC | 4,316 | $2.17M | 1.22% | +30+0.7% | Added |
| Groesbeck Investment Management Corp | 4,310 | $2.16M | 2.75% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 4,287 | $2.15M | 0.70% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,288 | $2.15M | 0.62% | +4,288 | New |
| Red Cedar Investment Management, LLC | 4,265 | $2.14M | 0.26% | +862+25.3% | Added |
| Perpetual Investment Management Ltd | 4,256 | $2.14M | 0.25% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 4,203 | $2.11M | 2.24% | −11−0.3% | Reduced |
| US Asset Management LLC | 4,193 | $2.10M | 2.01% | −4−0.1% | Reduced |
| Money Concepts Capital Corp | 4,168 | $2.09M | 0.18% | +4,168 | New |
| Hudson Canyon Capital Management | 4,159 | $2.09M | 1.52% | −206−4.7% | Reduced |
| Arbor Capital Management Inc | 4,135 | $2.08M | 1.47% | +4,135 | New |
| Creegan & Nassoura Financial Group, LLC | 4,135 | $2.08M | 1.57% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 4,127 | $2.07M | 0.43% | −11−0.3% | Reduced |
| Simmons Bank | 4,122 | $2.07M | 0.14% | −234−5.4% | Reduced |
| Archford Capital Strategies, LLC | 4,107 | $2.06M | 0.47% | +319+8.4% | Added |
| Crescent Grove Advisors, LLC | 4,103 | $2.06M | 0.19% | +2,858+229.6% | Added |
| Intrua Financial, LLC | 4,092 | $2.06M | 0.36% | −144−3.4% | Reduced |
| Oakworth Capital, Inc. | 4,091 | $2.06M | 0.17% | +407+11.0% | Added |
| Laraway Financial Inc | 4,070 | $2.04M | 1.82% | +4,070 | New |
| Red Cedar Capital, LLC | 4,066 | $2.04M | 1.16% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 4,063 | $2.04M | 0.11% | +243+6.4% | Added |
| Reuter James Wealth Management, LLC | 4,062 | $2.04M | 0.78% | +4,062 | New |
| Ifrah Financial Services, Inc. | 4,046 | $2.03M | 0.54% | −15−0.4% | Reduced |
| Accretive Wealth Partners, LLC | 4,029 | $2.02M | 1.29% | +90+2.3% | Added |
| BDO Wealth Advisors, LLC | 4,016 | $2.02M | 0.21% | +28+0.7% | Added |
| Ascendant Capital Management, LLC | 4,000 | $2.01M | 1.59% | −1,000−20.0% | Reduced |
| Viking Fund Management LLC | 4,000 | $2.01M | 0.53% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,999 | $2.01M | 0.23% | +739+22.7% | Added |
| HWG Holdings LP | 3,994 | $2.01M | 0.94% | +3,994 | New |
| Stableford Capital II LLC | 4,335 | $2.00M | 0.84% | +297+7.4% | Added |
| Sheets Smith Investment Management | 3,991 | $2.00M | 1.42% | +3,991 | New |
| First Business Financial Services, Inc. | 3,989 | $2.00M | 0.21% | +74+1.9% | Added |
| WealthShield Partners, LLC | 3,990 | $2.00M | 0.33% | +327+8.9% | Added |
| Sound View Wealth Advisors Group, LLC | 3,971 | $1.99M | 0.38% | −3−0.1% | Reduced |
| IFG Advisory, LLC | 3,962 | $1.99M | 0.19% | +98+2.5% | Added |
| Warren Averett Asset Management, LLC | 4,117 | $1.97M | 0.17% | +137+3.4% | Added |
| First Nebraska Trust Co | 3,910 | $1.96M | 0.24% | +5+0.1% | Added |
| Van Hulzen Asset Management, LLC | 3,900 | $1.96M | 0.21% | +189+5.1% | Added |
| Rede Wealth, LLC | 3,899 | $1.96M | 0.98% | +2+0.1% | Added |
| Fullerton Fund Management Co Ltd. | 3,892 | $1.95M | 0.10% | +3,892 | New |
| North Star Investment Management Corp. | 3,867 | $1.94M | 0.14% | +32+0.8% | Added |
| Guardian Wealth Advisors, LLC | 3,860 | $1.94M | 0.83% | +3,860 | New |
| Alps Advisors Inc | 3,848 | $1.93M | 0.02% | −298−7.2% | Reduced |
| Bank Hapoalim BM | 3,848 | $1.93M | 0.19% | +375+10.8% | Added |
| Quest Capital Management Inc | 3,842 | $1.93M | 0.33% | +242+6.7% | Added |
| IHT Wealth Management, LLC | 3,837 | $1.93M | 0.14% | +345+9.9% | Added |
| Beacon Financial Group | 3,827 | $1.92M | 0.25% | −814−17.5% | Reduced |
| Sierra Capital LLC | 3,814 | $1.92M | 0.29% | +124+3.4% | Added |
| Arthur M. Cohen & Associates, LLC | 3,810 | $1.91M | 0.36% | −780−17.0% | Reduced |
| MMBG Investment Advisors Co. | 3,810 | $1.91M | 0.18% | +3,810 | New |
| Boston Family Office LLC | 3,796 | $1.91M | 0.12% | +577+17.9% | Added |
| Arete Wealth Advisors, LLC | 3,794 | $1.91M | 0.16% | −2−0.1% | Reduced |
| FOCUS Wealth Advisors, LLC | 3,785 | $1.90M | 1.14% | +124+3.4% | Added |
| Lavaca Capital LLC | 3,777 | $1.90M | 0.84% | −100−2.6% | Reduced |
| Kozak & Associates, Inc. | 3,855 | $1.90M | 1.21% | +309+8.7% | Added |
| Castle Rock Wealth Management, LLC | 4,094 | $1.89M | 0.77% | +43+1.1% | Added |
| RB Capital Management, LLC | 3,712 | $1.86M | 0.58% | +249+7.2% | Added |
| Gryphon Financial Partners LLC | 3,697 | $1.86M | 0.37% | −564−13.2% | Reduced |
| Financial Perspectives, Inc | 3,689 | $1.85M | 0.88% | 00.0% | Unchanged |
| Vista Investment Management | 3,687 | $1.85M | 1.01% | −119−3.1% | Reduced |
| Journey Advisory Group, LLC | 3,686 | $1.85M | 0.51% | +381+11.5% | Added |
| Castleview Partners, LLC | 929,089 | $1.85M | 0.02% | +929,089 | New |
| Psagot Value Holdings Ltd. / (Israel) | 3,676 | $1.85M | 0.35% | +1,121+43.9% | Added |
| Parkside Financial Bank & Trust | 3,668 | $1.84M | 0.45% | +1,742+90.4% | Added |
| Vantage Financial Partners Ltd., Inc. | 3,665 | $1.84M | 0.93% | −235−6.0% | Reduced |
| Bremer Bank National Association | 3,666 | $1.84M | 0.30% | −127−3.3% | Reduced |
| Fort, L.P. | 3,661 | $1.84M | 0.60% | −371−9.2% | Reduced |
| Cavalier Investments, LLC | 3,644 | $1.83M | 0.48% | −193−5.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,634 | $1.82M | 0.09% | +723+24.8% | Added |
| Cim Investment Mangement Inc | 3,633 | $1.82M | 0.55% | −74−2.0% | Reduced |
| Magnus Financial Group LLC | 3,633 | $1.82M | 0.35% | +14+0.4% | Added |
| LeJeune Puetz Investment Counsel LLC | 3,621 | $1.82M | 0.61% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 3,618 | $1.82M | 0.14% | +110+3.1% | Added |
| KC Investment Advisors, LLC | 3,611 | $1.81M | 1.22% | −64−1.7% | Reduced |
| Cobblestone Capital Advisors LLC | 3,600 | $1.81M | 0.12% | −88−2.4% | Reduced |
| Nations Financial Group Inc, | 3,600 | $1.81M | 0.24% | +321+9.8% | Added |
| San Luis Wealth Advisors LLC | 3,600 | $1.81M | 1.84% | +466+14.9% | Added |
| Eagle Rock Investment Company, LLC | 3,595 | $1.80M | 0.35% | +3,595 | New |
| Amica Retiree Medical Trust | 3,590 | $1.80M | 1.53% | −193−5.1% | Reduced |
| Cordatus Wealth Management LLC | 3,578 | $1.80M | 0.53% | +293+8.9% | Added |
| Claro Advisors LLC | 3,568 | $1.79M | 0.64% | +182+5.4% | Added |
| Columbia Trust Co 01012016 | 4,583 | $1.79M | 0.95% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 3,564 | $1.79M | 0.37% | +558+18.6% | Added |
| International Assets Investment Management, LLC | 3,560 | $1.79M | 0.31% | +177+5.2% | Added |
| JGP Global Gestao de Recursos Ltda. | 3,557 | $1.79M | 0.83% | −6−0.2% | Reduced |
| Hancock Whitney Investment Services Inc. | 3,444 | $1.78M | 0.31% | +3,444 | New |
| Cribstone Capital Management, LLC | 3,529 | $1.77M | 0.98% | +10.0% | Added |
| Legacy Bridge, LLC | 3,526 | $1.77M | 0.92% | −18−0.5% | Reduced |
| Goepper Burkhardt LLC | 3,527 | $1.77M | 1.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 3,527 | $1.77M | 0.25% | +1,772+101.0% | Added |
| Laffer Tengler Investments | 3,523 | $1.77M | 0.51% | +422+13.6% | Added |
| FinTrust Capital Advisors, LLC | 3,521 | $1.77M | 0.43% | +73+2.1% | Added |
| Domani Wealth, LLC | 3,517 | $1.77M | 0.35% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 3,511 | $1.76M | 0.17% | +2,220+172.0% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 3,769 | $1.76M | 0.28% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 3,506 | $1.76M | 0.11% | +545+18.4% | Added |