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 |
|---|---|---|---|---|---|
| Paloma Partners Management Co | 2,983 | $1.50M | 0.05% | −35,765−92.3% | Reduced |
| PDS Planning, Inc | 2,978 | $1.50M | 0.29% | −13−0.4% | Reduced |
| Trust Co of Toledo NA | 2,967 | $1.49M | 0.22% | −46−1.5% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 2,956 | $1.48M | 1.00% | +23+0.8% | Added |
| Financial Advocates Investment Management | 2,948 | $1.48M | 0.11% | +315+12.0% | Added |
| GYL Financial Synergies, LLC | 2,943 | $1.48M | 0.40% | +407+16.0% | Added |
| Tolleson Wealth Management, Inc. | 2,942 | $1.48M | 0.40% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,940 | $1.48M | 0.61% | −360−10.9% | Reduced |
| Baldwin Investment Management, LLC | 2,935 | $1.47M | 0.39% | −145−4.7% | Reduced |
| Orrstown Financial Services Inc | 3,107 | $1.47M | 2.25% | −340−9.9% | Reduced |
| Nwam LLC | 2,924 | $1.47M | 0.12% | +504+20.8% | Added |
| Alpine Woods Capital Investors, LLC | 2,920 | $1.47M | 0.14% | +6+0.2% | Added |
| Tobam | 2,913 | $1.46M | 0.07% | −253−8.0% | Reduced |
| MinichMacGregor Wealth Management, LLC | 2,909 | $1.46M | 0.44% | −38−1.3% | Reduced |
| Graypoint LLC | 2,906 | $1.46M | 0.15% | +675+30.3% | Added |
| Bank of Stockton | 2,903 | $1.46M | 0.43% | +290+11.1% | Added |
| Horizon Wealth Management, LLC | 2,902 | $1.46M | 0.42% | +2,902 | New |
| Jump Financial, LLC | 2,894 | $1.45M | 0.09% | +2,894 | New |
| Copperleaf Capital, LLC | 2,872 | $1.44M | 1.25% | −205−6.7% | Reduced |
| Tiemann Investment Advisors, LLC | 2,861 | $1.44M | 0.61% | +113+4.1% | Added |
| Cedar Brook Financial Partners, LLC | 2,859 | $1.44M | 0.37% | +114+4.2% | Added |
| Zullo Investment Group, Inc. | 2,855 | $1.43M | 0.74% | +2,855 | New |
| Patton Albertson Miller Group, LLC | 2,853 | $1.43M | 0.23% | +149+5.5% | Added |
| Tandem Capital Management Corp | 2,843 | $1.43M | 0.82% | +36+1.3% | Added |
| Evermay Wealth Management LLC | 2,841 | $1.43M | 0.25% | −180−6.0% | Reduced |
| Mason & Associates Inc | 2,841 | $1.43M | 0.43% | +2,841 | New |
| Kensington Investment Counsel, LLC | 2,833 | $1.42M | 0.83% | +2,833 | New |
| Avidian Wealth Solutions, LLC | 2,818 | $1.42M | 0.09% | +979+53.2% | Added |
| MJP Associates Inc | 2,811 | $1.41M | 0.43% | −379−11.9% | Reduced |
| Heartland Bank & Trust Co | 2,808 | $1.41M | 1.04% | −3,929−58.3% | Reduced |
| Herold Advisors, Inc. | 2,805 | $1.41M | 0.55% | 00.0% | Unchanged |
| Foster Group, Inc. | 2,801 | $1.41M | 0.12% | +335+13.6% | Added |
| Cim, LLC | 3,071 | $1.40M | 0.26% | −169−5.2% | Reduced |
| Vivaldi Capital Management, LLC | 2,795 | $1.40M | 0.33% | +406+17.0% | Added |
| Peak Asset Management, LLC | 2,781 | $1.40M | 0.32% | −64−2.2% | Reduced |
| Blueprint Investment Partners LLC | 2,769 | $1.39M | 0.34% | +1,200+76.5% | Added |
| Allred Capital Management, LLC | 2,767 | $1.39M | 0.67% | −113−3.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,760 | $1.39M | 0.23% | +248+9.9% | Added |
| Gries Financial LLC | 2,756 | $1.38M | 0.57% | −2,352−46.0% | Reduced |
| St. Johns Investment Management Company, LLC | 2,757 | $1.38M | 0.70% | −90−3.2% | Reduced |
| Opal Wealth Advisors, LLC | 2,753 | $1.38M | 0.87% | +351+14.6% | Added |
| Founders Financial Alliance, LLC | 2,752 | $1.38M | 0.56% | +2,051+292.6% | Added |
| Regal Investment Advisors LLC | 2,749 | $1.38M | 0.12% | +182+7.1% | Added |
| Willner & Heller, LLC | 3,527 | $1.38M | 1.83% | +3,527 | New |
| Copperwynd Financial, LLC | 2,740 | $1.38M | 0.52% | +141+5.4% | Added |
| Cahaba Wealth Management, Inc. | 2,738 | $1.38M | 0.18% | +49+1.8% | Added |
| Claraphi Advisory Network, LLC | 2,731 | $1.37M | 0.48% | −359−11.6% | Reduced |
| Prestige Wealth Management Group LLC | 2,726 | $1.37M | 0.33% | +79+3.0% | Added |
| Commons Capital, LLC | 2,725 | $1.37M | 1.36% | +2,725 | New |
| IMS Capital Management | 2,721 | $1.37M | 0.70% | +23+0.9% | Added |
| Titleist Asset Management, Ltd. | 2,720 | $1.37M | 0.27% | +2,720 | New |
| CPWM, LLC | 3,493 | $1.36M | 0.11% | +3,493 | New |
| Sterling Investment Management, Inc. | 2,717 | $1.36M | 0.85% | −16−0.6% | Reduced |
| BCGM Wealth Management, LLC | 2,715 | $1.36M | 0.73% | +327+13.7% | Added |
| Cornerstone Advisory, LLC | 2,713 | $1.36M | 0.20% | +48+1.8% | Added |
| Carroll Financial Associates, Inc. | 2,723 | $1.36M | 0.07% | −75−2.7% | Reduced |
| Simplify Asset Management Inc. | 2,705 | $1.36M | 0.17% | +2,705 | New |
| Bassett Hargrove Investment Counsel, LLC | 2,690 | $1.35M | 1.95% | +10+0.4% | Added |
| Nicholas Hoffman & Company, LLC. | 2,688 | $1.35M | 0.04% | +192+7.7% | Added |
| Endurance Wealth Management, Inc. | 2,685 | $1.35M | 0.14% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 2,662 | $1.34M | 0.46% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,660 | $1.34M | 0.20% | +1,157+77.0% | Added |
| ProVise Management Group, LLC | 2,658 | $1.33M | 0.12% | −6−0.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 2,652 | $1.33M | 0.11% | +23+0.9% | Added |
| Chesapeake Wealth Management | 2,650 | $1.33M | 0.45% | −109−4.0% | Reduced |
| Paradigm Financial Advisors, LLC | 2,650 | $1.33M | 0.29% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 2,648 | $1.33M | 0.59% | +42+1.6% | Added |
| Bard Financial Services, Inc. | 2,635 | $1.32M | 0.11% | 00.0% | Unchanged |
| IAM Advisory, LLC | 2,840 | $1.32M | 0.52% | +111+4.1% | Added |
| Seelaus Asset Management LLC | 2,631 | $1.32M | 0.72% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 2,626 | $1.32M | 0.47% | −1,227−31.8% | Reduced |
| Latitude Advisors, LLC | 2,627 | $1.32M | 0.37% | −27−1.0% | Reduced |
| Ropes Wealth Advisors LLC | 2,623 | $1.32M | 0.23% | +260+11.0% | Added |
| Sand Hill Global Advisors, LLC | 2,612 | $1.31M | 0.07% | +112+4.5% | Added |
| Investment Advisory Services Inc | 2,611 | $1.31M | 0.72% | +76+3.0% | Added |
| Park National Corp | 2,611 | $1.31M | 0.05% | +235+9.9% | Added |
| Ferris Capital, LLC | 2,601 | $1.31M | 0.28% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 2,601 | $1.31M | 0.58% | −219−7.8% | Reduced |
| First Pacific Advisors, LP | 2,595 | $1.30M | 0.02% | −1,490−36.5% | Reduced |
| Convergence Investment Partners, LLC | 2,594 | $1.30M | 0.66% | −91−3.4% | Reduced |
| Townsend Asset Management Corp | 2,594 | $1.30M | 0.62% | −10.0% | Reduced |
| Lake Street Financial LLC | 2,594 | $1.30M | 0.23% | +1,264+95.0% | Added |
| Ellevest, Inc. | 2,588 | $1.30M | 0.12% | +161+6.6% | Added |
| Atlas Capital Advisors LLC | 2,575 | $1.29M | 0.19% | −88−3.3% | Reduced |
| Advisor Resource Council | 2,572 | $1.29M | 0.10% | +2,018+364.3% | Added |
| BKD Wealth Advisors, LLC | 2,557 | $1.28M | 0.05% | −135−5.0% | Reduced |
| KFA Private Wealth Group, LLC | 2,551 | $1.28M | 0.64% | −81−3.1% | Reduced |
| Adirondack Trust Co | 2,550 | $1.28M | 0.61% | +18+0.7% | Added |
| LaFleur & Godfrey LLC | 2,545 | $1.28M | 0.16% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 2,726 | $1.28M | 0.88% | +2,726 | New |
| Professional Financial Advisors, LLC | 2,528 | $1.27M | 0.55% | −4−0.2% | Reduced |
| RKL Wealth Management LLC | 2,524 | $1.27M | 0.15% | −277−9.9% | Reduced |
| KB Financial Partners, LLC | 2,523 | $1.27M | 0.36% | +11+0.4% | Added |
| State of Wyoming | 2,507 | $1.26M | 0.59% | −629−20.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,496 | $1.25M | 1.01% | +2,496 | New |
| Clear Perspective Advisors, LLC | 2,492 | $1.25M | 0.38% | +324+14.9% | Added |
| Trillium Asset Management, LLC | 2,489 | $1.25M | 0.03% | +136+5.8% | Added |
| Sutton Wealth Advisors Inc. | 2,484 | $1.25M | 0.42% | +3+0.1% | Added |
| Colonial River Wealth Management, LLC | 2,471 | $1.24M | 0.67% | +2,471 | New |
| Wilson & Boucher Capital Management, LLC | 2,467 | $1.24M | 1.12% | +2,467 | New |