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 |
|---|---|---|---|---|---|
| Cannell Peter B & Co Inc | 2,463 | $1.24M | 0.04% | +700+39.7% | Added |
| Franklin Street Advisors Inc | 2,458 | $1.23M | 0.09% | −38−1.5% | Reduced |
| GFG Capital, LLC | 2,458 | $1.23M | 0.37% | +78+3.3% | Added |
| Strategy Asset Managers LLC | 2,451 | $1.23M | 0.32% | −825−25.2% | Reduced |
| DRW Securities, LLC | 2,449 | $1.23M | 0.11% | +2,449 | New |
| North Star Asset Management Inc | 2,445 | $1.23M | 0.06% | +150+6.5% | Added |
| Lederer & Associates Investment Counsel | 2,436 | $1.22M | 0.71% | +265+12.2% | Added |
| ARS Wealth Advisors Group, LLC | 2,434 | $1.22M | 0.21% | −285−10.5% | Reduced |
| Stock Yards Bank & Trust Co | 2,430 | $1.22M | 0.06% | +73+3.1% | Added |
| Stony Point Wealth Management Inc. | 2,429 | $1.22M | 0.65% | +1,283+112.0% | Added |
| Court Place Advisors, LLC | 2,427 | $1.22M | 0.34% | −100−4.0% | Reduced |
| First Commonwealth Financial Corp | 2,426 | $1.22M | 0.39% | +3+0.1% | Added |
| Monte Financial Group, LLC | 2,424 | $1.22M | 0.64% | −102−4.0% | Reduced |
| Essex Savings Bank | 2,422 | $1.22M | 0.41% | −10−0.4% | Reduced |
| TLWM | 2,420 | $1.22M | 0.41% | +123+5.4% | Added |
| Presidio Capital Management, LLC | 2,417 | $1.21M | 1.04% | +2,417 | New |
| CoreFirst Bank & Trust | 2,415 | $1.21M | 0.78% | −10−0.4% | Reduced |
| Sage Mountain Advisors LLC | 2,414 | $1.21M | 0.15% | +220+10.0% | Added |
| Apeiron RIA LLC | 2,414 | $1.21M | 0.50% | +2,414 | New |
| Rational Advisors LLC | 2,410 | $1.21M | 0.07% | −1,500−38.4% | Reduced |
| Uncommon Cents Investing LLC | 2,410 | $1.21M | 0.45% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 2,399 | $1.21M | 0.72% | −157−6.1% | Reduced |
| Bluestein R H & Co | 2,397 | $1.20M | 0.04% | −155−6.1% | Reduced |
| PBMares Wealth Management LLC | 2,390 | $1.20M | 0.51% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,384 | $1.20M | 0.73% | +2,384 | New |
| Cornerstone Wealth Management, LLC | 2,331 | $1.20M | 0.11% | +996+74.6% | Added |
| Spirit of America Management Corp | 2,375 | $1.19M | 0.24% | 00.0% | Unchanged |
| One Capital Management, LLC | 2,376 | $1.19M | 0.09% | +556+30.5% | Added |
| Crescent Capital Consulting, LLC | 2,369 | $1.19M | 0.20% | −100−4.1% | Reduced |
| Weinberger Asset Management, Inc | 2,365 | $1.19M | 0.97% | +2,365 | New |
| Buckingham Strategic Partners | 2,351 | $1.18M | 0.25% | +2,351 | New |
| Kolinsky Wealth Management, LLC | 2,354 | $1.18M | 1.09% | +2,354 | New |
| Baldwin Brothers Inc | 2,349 | $1.18M | 0.12% | +33+1.4% | Added |
| Valtinson Bruner Financial Planning LLC | 2,342 | $1.18M | 0.64% | +43+1.9% | Added |
| Total Clarity Wealth Management, Inc. | 2,340 | $1.18M | 0.53% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,337 | $1.17M | 0.04% | −53−2.2% | Reduced |
| Global Trust Asset Management, LLC | 2,335 | $1.17M | 0.46% | +731+45.6% | Added |
| Semmax Financial Advisors Inc. | 2,323 | $1.17M | 0.43% | −755−24.5% | Reduced |
| Hallmark Capital Management Inc | 2,318 | $1.16M | 0.09% | −20−0.9% | Reduced |
| Quent Capital, LLC | 2,315 | $1.16M | 0.25% | +2,315 | New |
| XML Financial, LLC | 2,309 | $1.16M | 0.14% | −74−3.1% | Reduced |
| RSM US Wealth Management LLC | 2,303 | $1.16M | 0.06% | +190+9.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 2,427 | $1.15M | 0.74% | +2,427 | New |
| Andesa Financial Management Inc. | 2,296 | $1.15M | 0.57% | +120+5.5% | Added |
| Perritt Capital Management Inc | 2,295 | $1.15M | 0.60% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2,284 | $1.15M | 0.20% | +338+17.4% | Added |
| Amplius Wealth Advisors, LLC | 2,281 | $1.15M | 0.16% | +2,281 | New |
| Hollencrest Capital Management | 2,278 | $1.14M | 0.09% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 2,275 | $1.14M | 0.70% | +10+0.4% | Added |
| Trinity Legacy Partners, LLC | 2,272 | $1.14M | 0.39% | +176+8.4% | Added |
| Arvest Trust Co N A | 2,272 | $1.14M | 0.06% | +2,272 | New |
| Intellectus Partners, LLC | 2,260 | $1.14M | 0.29% | −64−2.8% | Reduced |
| Ssi Investment Management LLC | 2,256 | $1.14M | 0.07% | −5−0.2% | Reduced |
| Ironwood Investment Counsel, LLC | 2,259 | $1.13M | 0.26% | +150+7.1% | Added |
| Summit Wealth Partners, LLC | 2,258 | $1.13M | 0.24% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 2,257 | $1.13M | 0.46% | +129+6.1% | Added |
| Cadence Bank NA | 2,252 | $1.13M | 0.31% | −209−8.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,299 | $1.13M | 0.22% | −470−17.0% | Reduced |
| Fortis Capital Management LLC | 2,244 | $1.13M | 0.59% | +130+6.1% | Added |
| Quantum Private Wealth, LLC | 2,243 | $1.13M | 0.43% | +2,243 | New |
| LS Investment Advisors, LLC | 2,239 | $1.12M | 0.17% | 00.0% | Unchanged |
| Key Financial Inc | 2,237 | $1.12M | 0.56% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 2,224 | $1.12M | 0.25% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,216 | $1.11M | 0.15% | −110−4.7% | Reduced |
| Montecito Bank & Trust | 2,214 | $1.11M | 0.20% | +215+10.8% | Added |
| Journey Strategic Wealth LLC | 2,212 | $1.11M | 0.12% | +2,212 | New |
| Pure Financial Advisors, Inc. | 2,209 | $1.11M | 0.05% | +152+7.4% | Added |
| ASB Consultores, LLC | 2,207 | $1.11M | 0.55% | +2,207 | New |
| Destination Wealth Management | 2,204 | $1.11M | 0.04% | +2,204 | New |
| Asset Advisors Investment Management, LLC | 2,200 | $1.10M | 0.11% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 2,201 | $1.10M | 1.00% | +2,201 | New |
| Cable Hill Partners, LLC | 2,196 | $1.10M | 0.23% | +180+8.9% | Added |
| Sargent Investment Group, LLC | 2,193 | $1.10M | 0.25% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 2,182 | $1.10M | 0.00% | −519−19.2% | Reduced |
| Cladis Investment Advisory, LLC | 2,177 | $1.09M | 0.88% | +2,177 | New |
| McDaniel Terry & Co | 2,172 | $1.09M | 0.11% | +115+5.6% | Added |
| Arcus Capital Partners, LLC | 2,173 | $1.09M | 0.37% | +1,064+95.9% | Added |
| Echo45 Advisors LLC | 2,160 | $1.08M | 0.87% | +2,160 | New |
| Trustcore Financial Services, LLC | 2,157 | $1.08M | 0.12% | +8+0.4% | Added |
| Harvest Fund Management Co., Ltd | 2,143 | $1.08M | 0.18% | +872+68.6% | Added |
| 1776 Wealth LLC | 2,150 | $1.08M | 0.58% | +24+1.1% | Added |
| Pinnacle Bancorp, Inc. | 2,146 | $1.08M | 0.38% | +25+1.2% | Added |
| Versor Investments LP | 2,143 | $1.08M | 0.03% | −243−10.2% | Reduced |
| Larson Financial Group LLC | 2,142 | $1.08M | 0.17% | +632+41.9% | Added |
| Wealth Management Associates, Inc. | 2,139 | $1.07M | 0.58% | −516−19.4% | Reduced |
| Meridian Financial Partners LLC | 2,321 | $1.07M | 0.73% | +150+6.9% | Added |
| Bridgewater Advisors Inc. | 2,132 | $1.07M | 0.24% | −118−5.2% | Reduced |
| Maxele Advisors, LLC | 2,126 | $1.07M | 1.23% | +2,126 | New |
| Perennial Investment Advisors, LLC | 2,117 | $1.07M | 0.33% | +72+3.5% | Added |
| Prentice Wealth Management LLC | 2,039 | $1.06M | 0.50% | −35−1.7% | Reduced |
| Private Capital Group, LLC | 2,117 | $1.06M | 0.23% | −197−8.5% | Reduced |
| IVC Wealth Advisors LLC | 2,116 | $1.06M | 0.68% | −154−6.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,110 | $1.06M | 0.01% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 2,110 | $1.06M | 0.51% | +25+1.2% | Added |
| Humankind Investments LLC | 2,111 | $1.06M | 0.43% | +164+8.4% | Added |
| Almanack Investment Partners, LLC. | 2,111 | $1.06M | 0.09% | +283+15.5% | Added |
| Sentinel Trust Co Lba | 2,100 | $1.05M | 0.13% | +2,100 | New |
| Safeguard Investment Advisory Group, LLC | 2,098 | $1.05M | 0.61% | −75−3.5% | Reduced |
| Kathmere Capital Management, LLC | 2,092 | $1.05M | 0.18% | −216−9.4% | Reduced |
| Sweet Financial Partners, LLC | 2,087 | $1.05M | 0.43% | +2,087 | New |