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 |
|---|---|---|---|---|---|
| Scott Investment Partners LLP | 3,500 | $1.76M | 1.10% | 00.0% | Unchanged |
| Keel Point, LLC | 3,495 | $1.75M | 0.25% | −93−2.6% | Reduced |
| Mountain Capital Investment Advisors, Inc | 3,736 | $1.75M | 0.79% | +782+26.5% | Added |
| Aspiriant, LLC | 3,486 | $1.75M | 0.09% | +706+25.4% | Added |
| Benchmark Investment Advisors LLC | 3,485 | $1.75M | 1.44% | +3,485 | New |
| Leisure Capital Management | 3,484 | $1.75M | 0.81% | +96+2.8% | Added |
| AlphaCrest Capital Management LLC | 3,480 | $1.75M | 0.06% | −14,268−80.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 3,463 | $1.74M | 0.35% | +166+5.0% | Added |
| Alta Wealth Advisors LLC | 3,464 | $1.74M | 1.07% | +767+28.4% | Added |
| Edge Capital Group, LLC | 3,448 | $1.73M | 0.12% | +282+8.9% | Added |
| Legacy Financial Advisors, Inc. | 3,447 | $1.73M | 0.40% | +117+3.5% | Added |
| Brand Asset Management Group, Inc. | 3,440 | $1.73M | 0.78% | −143−4.0% | Reduced |
| Independent Investors Inc | 3,440 | $1.73M | 0.37% | −10−0.3% | Reduced |
| Pettee Investors, Inc. | 3,440 | $1.73M | 0.72% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 3,432 | $1.72M | 0.76% | +73+2.2% | Added |
| 9258 Wealth Management, LLC | 3,407 | $1.71M | 0.39% | +461+15.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,401 | $1.71M | 0.02% | −12−0.4% | Reduced |
| FORA Capital, LLC | 3,402 | $1.71M | 0.66% | +3,402 | New |
| Deseret Mutual Benefit Administrators | 3,397 | $1.71M | 0.29% | +22+0.7% | Added |
| Fiduciary Group LLC | 3,386 | $1.70M | 0.19% | −10−0.3% | Reduced |
| Intersect Capital LLC | 3,380 | $1.70M | 0.31% | −246−6.8% | Reduced |
| Defined Wealth Management, LLC | 3,374 | $1.69M | 1.38% | 00.0% | Unchanged |
| Wealth Effects LLC | 3,371 | $1.69M | 0.70% | +3,371 | New |
| Boston Common Asset Management, LLC | 3,362 | $1.69M | 0.07% | +205+6.5% | Added |
| Heron Financial Group, LLC | 3,599 | $1.69M | 0.91% | −49−1.3% | Reduced |
| Tiedemann Advisors, LLC | 3,352 | $1.68M | 0.08% | −10.0% | Reduced |
| Evernest Financial Advisors, LLC | 3,243 | $1.68M | 0.87% | +3,243 | New |
| Paradigm Asset Management Co LLC | 3,345 | $1.68M | 0.42% | −200−5.6% | Reduced |
| SeaCrest Wealth Management, LLC | 3,336 | $1.68M | 0.18% | +63+1.9% | Added |
| Cahill Financial Advisors Inc | 3,325 | $1.67M | 0.32% | −168−4.8% | Reduced |
| NVWM, LLC | 3,325 | $1.67M | 0.52% | +34+1.0% | Added |
| Capital Investment Advisory Services, LLC | 3,321 | $1.67M | 0.20% | +4+0.1% | Added |
| Hartline Investment Corp | 3,306 | $1.66M | 0.23% | +1,857+128.2% | Added |
| CSU Producer Resources, Inc. | 3,300 | $1.66M | 5.95% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 3,285 | $1.65M | 0.17% | −143−4.2% | Reduced |
| Thomas White International Ltd | 3,283 | $1.65M | 0.26% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 3,282 | $1.65M | 0.29% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 3,279 | $1.65M | 0.35% | +4+0.1% | Added |
| HNP Capital LLC | 3,279 | $1.65M | 0.37% | +4+0.1% | Added |
| Marion Wealth Management | 3,278 | $1.65M | 0.78% | +3,278 | New |
| Lakeview Capital Partners, LLC | 3,269 | $1.64M | 0.96% | −244−6.9% | Reduced |
| BigSur Wealth Management LLC | 3,269 | $1.64M | 0.64% | +129+4.1% | Added |
| Perigon Wealth Management, LLC | 3,264 | $1.64M | 0.12% | +266+8.9% | Added |
| V Wealth Advisors LLC | 3,233 | $1.62M | 0.24% | −80−2.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,231 | $1.62M | 0.18% | +65+2.1% | Added |
| Whitener Capital Management, Inc. | 3,232 | $1.62M | 0.58% | −133−4.0% | Reduced |
| Royal Harbor Partners, LLC | 3,228 | $1.62M | 1.03% | +91+2.9% | Added |
| Gitterman Wealth Management, LLC | 3,226 | $1.62M | 1.20% | +288+9.8% | Added |
| Smith, Moore & Co. | 3,223 | $1.62M | 0.22% | +144+4.7% | Added |
| Buffington Mohr McNeal | 3,220 | $1.62M | 0.28% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 3,218 | $1.62M | 1.25% | +9+0.3% | Added |
| Davidson Capital Management Inc. | 3,215 | $1.61M | 0.88% | +96+3.1% | Added |
| Proficio Capital Partners LLC | 3,206 | $1.61M | 0.22% | −305−8.7% | Reduced |
| Aries Wealth Management | 3,204 | $1.61M | 0.61% | +56+1.8% | Added |
| Investment Management of Virginia LLC | 3,200 | $1.61M | 0.26% | +23+0.7% | Added |
| Mayflower Financial Advisors, LLC | 3,199 | $1.61M | 0.21% | −26−0.8% | Reduced |
| Highview Capital Management LLC | 3,199 | $1.61M | 1.04% | +3,199 | New |
| Washington Capital Management Inc | 3,188 | $1.60M | 1.30% | −47−1.5% | Reduced |
| Requisite Capital Management, LLC | 3,180 | $1.60M | 0.50% | +2,250+241.9% | Added |
| Cambridge Advisors Inc. | 3,173 | $1.59M | 0.36% | −230−6.8% | Reduced |
| Harvest Volatility Management LLC | 3,173 | $1.59M | 0.08% | +3,173 | New |
| Leonteq Securities AG | 3,160 | $1.59M | 0.07% | −1,559−33.0% | Reduced |
| Bar Harbor Trust Services | 3,139 | $1.58M | 0.42% | −14−0.4% | Reduced |
| Continuum Advisory, LLC | 3,137 | $1.57M | 0.35% | +2+0.1% | Added |
| FLC Capital Advisors | 3,132 | $1.57M | 0.44% | −20−0.6% | Reduced |
| Harfst & Associates, Inc. | 3,131 | $1.57M | 0.40% | +156+5.2% | Added |
| SC&H Financial Advisors, Inc. | 3,125 | $1.57M | 0.87% | +3,125 | New |
| Garrison Point Advisors, LLC | 3,121 | $1.57M | 1.04% | +5+0.2% | Added |
| Mechanics Financial Corp | 3,118 | $1.57M | 0.74% | +3,118 | New |
| Capital Asset Advisory Services LLC | 3,109 | $1.56M | 0.17% | −92−2.9% | Reduced |
| Delta Financial Advisors LLC | 3,103 | $1.56M | 0.63% | −59−1.9% | Reduced |
| Enterprise Financial Services Corp | 3,102 | $1.56M | 0.24% | +14+0.5% | Added |
| Taylor Hoffman Wealth Management | 3,100 | $1.56M | 0.59% | 00.0% | Unchanged |
| Covenant Partners, LLC | 3,097 | $1.55M | 0.58% | 00.0% | Unchanged |
| Globeflex Capital L P | 3,088 | $1.55M | 0.32% | −127−4.0% | Reduced |
| Platform Technology Partners | 3,088 | $1.55M | 0.68% | +48+1.6% | Added |
| Empowered Funds, LLC | 3,086 | $1.55M | 0.17% | +1,754+131.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 3,080 | $1.55M | 0.88% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 3,077 | $1.54M | 0.50% | +3,077 | New |
| Financial Network Wealth Management LLC | 3,074 | $1.54M | 0.78% | −103−3.2% | Reduced |
| CRA Financial Services, LLC | 3,075 | $1.54M | 0.46% | +48+1.6% | Added |
| Rothschild Investment Corp | 3,062 | $1.54M | 0.12% | −50−1.6% | Reduced |
| S. R. Schill & Associates | 3,056 | $1.53M | 0.61% | 00.0% | Unchanged |
| SRB Corp | 3,055 | $1.53M | 0.08% | −952−23.8% | Reduced |
| Droms Strauss Advisors Inc | 3,046 | $1.53M | 0.68% | +1,594+109.8% | Added |
| HMS Capital Management, LLC | 3,040 | $1.53M | 0.67% | −67−2.2% | Reduced |
| Westside Investment Management, Inc. | 3,039 | $1.53M | 0.02% | −2−0.1% | Reduced |
| Carolinas Wealth Consulting LLC | 3,036 | $1.52M | 0.33% | −19−0.6% | Reduced |
| Altrafin AG | 3,024 | $1.52M | 0.55% | +3,024 | New |
| Trail Ridge Investment Advisors, LLC | 3,023 | $1.52M | 0.91% | +3,023 | New |
| LVM Capital Management Ltd | 3,017 | $1.51M | 0.20% | −30−1.0% | Reduced |
| Wambolt & Associates, LLC | 3,015 | $1.51M | 0.55% | +387+14.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,007 | $1.51M | 0.56% | +3,007 | New |
| Institute for Wealth Management, LLC. | 3,004 | $1.51M | 0.25% | +10+0.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,000 | $1.51M | 0.64% | −1,000−25.0% | Reduced |
| Hunter Associates Investment Management LLC | 3,000 | $1.51M | 0.43% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.51M | 0.46% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 2,990 | $1.50M | 0.52% | −50−1.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,990 | $1.50M | 0.53% | −17−0.6% | Reduced |
| California First Leasing Corp | 2,989 | $1.50M | 0.75% | +2,989 | New |