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 |
|---|---|---|---|---|---|
| Collective Family Office LLC | 2,081 | $1.04M | 0.41% | +18+0.9% | Added |
| American State Bank (Iowa) | 2,074 | $1.04M | 0.72% | −100−4.6% | Reduced |
| Prudent Man Advisors, LLC | 2,072 | $1.04M | 0.40% | −45−2.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,065 | $1.04M | 0.17% | −450−17.9% | Reduced |
| Centerpoint Advisors, LLC | 2,063 | $1.04M | 0.45% | −112−5.1% | Reduced |
| NTB Financial Corp | 2,053 | $1.03M | 0.72% | +2,053 | New |
| Atlas Brown,Inc. | 2,049 | $1.03M | 0.40% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,050 | $1.03M | 1.12% | +2,050 | New |
| Wedmont Private Capital | 2,196 | $1.03M | 0.32% | +2,196 | New |
| Capital Market Strategies LLC | 2,036 | $1.02M | 0.84% | +2,036 | New |
| Bluesphere Advisors, LLC | 2,034 | $1.02M | 0.85% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 2,033 | $1.02M | 0.43% | +224+12.4% | Added |
| DAGCO, Inc. | 2,014 | $1.01M | 0.40% | +10.0% | Added |
| TCM Advisors, LLC | 2,016 | $1.01M | 0.89% | +2,016 | New |
| American Money Management, LLC | 2,009 | $1.01M | 0.26% | +124+6.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,148 | $1.01M | 0.01% | +201+10.3% | Added |
| Cardiff Park Advisors, LLC | 2,004 | $1.01M | 0.13% | +2,004 | New |
| Fiduciary Planning LLC | 2,002 | $1.00M | 0.57% | −60−2.9% | Reduced |
| Fosun International Ltd | 1,995 | $1.00M | 0.06% | +1,050+111.1% | Added |
| Sunflower Bank, N.A. | 1,999 | $1.00M | 0.14% | −29−1.4% | Reduced |
| Epiq Partners, LLC | 2,000 | $1.00M | 0.54% | 00.0% | Unchanged |
| Smith, Salley & Associates | 1,997 | $1.00M | 0.07% | −46−2.3% | Reduced |
| Riverwater Partners LLC | 1,993 | $1.00M | 0.89% | +1,993 | New |
| Am Investment Strategies LLC | 1,992 | $1.00M | 0.24% | +14+0.7% | Added |
| Wealthcare Advisory Partners LLC | 1,986 | $997.0K | 0.06% | +323+19.4% | Added |
| Riverview Trust Co | 1,980 | $994.0K | 0.58% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,975 | $992.0K | 0.18% | +165+9.1% | Added |
| Kellett Schaffner Wealth Advisors LLC | 1,970 | $989.0K | 0.76% | +1,970 | New |
| Baker Boyer National Bank | 1,964 | $986.0K | 0.45% | +1,964 | New |
| Shepherd Kaplan Krochuk, LLC | 1,959 | $984.0K | 0.36% | +341+21.1% | Added |
| Fort Point Capital Partners LLC | 1,958 | $983.0K | 0.14% | −41−2.1% | Reduced |
| FRG Family Wealth Advisors LLC | 1,953 | $981.0K | 0.18% | −252−11.4% | Reduced |
| My Personal CFO, LLC | 1,947 | $978.0K | 0.85% | +1,947 | New |
| Wealth Management Partners, LLC | 2,000 | $977.0K | 0.67% | +83+4.3% | Added |
| First Pacific Financial | 1,938 | $973.0K | 0.47% | +83+4.5% | Added |
| Wall Street Access Asset Management, LLC | 1,936 | $972.0K | 0.52% | −914−32.1% | Reduced |
| Briggs Advisory Group, Inc. | 1,934 | $971.0K | 0.66% | +1,934 | New |
| First Affirmative Financial Network | 1,931 | $970.0K | 0.89% | +121+6.7% | Added |
| BSW Wealth Partners | 1,927 | $968.0K | 0.24% | +122+6.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,921 | $965.0K | 0.14% | +33+1.7% | Added |
| Lifeworks Advisors, LLC | 1,917 | $963.0K | 0.77% | +1,917 | New |
| Lokken Investment Group LLC | 1,915 | $962.0K | 0.69% | −35−1.8% | Reduced |
| Planning Center, Inc. | 1,999 | $959.0K | 0.76% | +1,999 | New |
| Camden National Bank | 1,907 | $958.0K | 0.17% | +4+0.2% | Added |
| Secure Asset Management, LLC | 1,899 | $954.0K | 0.39% | −29−1.5% | Reduced |
| Deltec Asset Management LLC | 1,900 | $954.0K | 0.16% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,011 | $953.0K | 0.37% | −178−8.1% | Reduced |
| Sage Rhino Capital LLC | 1,897 | $953.0K | 0.27% | −194−9.3% | Reduced |
| Profit Investment Management, LLC | 1,896 | $953.0K | 0.60% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 1,893 | $951.0K | 0.46% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,881 | $945.0K | 0.06% | +26+1.4% | Added |
| Campion Asset Management LLC | 1,880 | $944.0K | 0.78% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 1,878 | $943.0K | 0.23% | −31−1.6% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,878 | $943.0K | 0.89% | +1,878 | New |
| Berkeley Capital Partners, LLC | 1,875 | $942.0K | 0.39% | −54−2.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,875 | $941.0K | 0.10% | −7,791−80.6% | Reduced |
| Abacus Planning Group, Inc. | 1,874 | $941.0K | 0.25% | +384+25.8% | Added |
| Texas Capital Bancshares Inc | 1,871 | $940.0K | 0.56% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,863 | $936.0K | 0.07% | +107+6.1% | Added |
| Geller Advisors LLC | 1,859 | $933.0K | 0.18% | +6+0.3% | Added |
| Pointe Capital Management LLC | 1,857 | $932.0K | 0.59% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 1,854 | $931.0K | 0.48% | +22+1.2% | Added |
| KRS Capital Management, LLC | 1,853 | $930.0K | 0.80% | +1,853 | New |
| JSF Financial, LLC | 1,841 | $924.0K | 0.45% | −70−3.7% | Reduced |
| LGT Group Foundation | 1,840 | $924.0K | 0.02% | +1,840 | New |
| Trexquant Investment LP | 1,837 | $922.0K | 0.06% | −31,844−94.5% | Reduced |
| CoreCap Advisors, LLC | 1,826 | $917.0K | 0.06% | +1,826 | New |
| Northwest Bancshares, Inc. | 1,822 | $915.0K | 0.18% | 00.0% | Unchanged |
| S&CO Inc | 1,822 | $914.0K | 0.06% | +1,822 | New |
| Capital One Financial Corp | 1,811 | $910.0K | 0.11% | −3−0.2% | Reduced |
| Xcel Wealth Management, LLC | 1,812 | $910.0K | 0.23% | +6+0.3% | Added |
| F3Logic, LLC | 1,788 | $908.0K | 0.11% | −78−4.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 1,802 | $905.0K | 0.39% | +354+24.4% | Added |
| Brown Advisory Securities, LLC | 1,788 | $903.0K | 0.38% | −3,371−65.3% | Reduced |
| Renaissance Investment Group LLC | 1,794 | $901.0K | 0.21% | +104+6.2% | Added |
| Jeppson Wealth Management, LLC | 1,792 | $900.0K | 0.43% | 00.0% | Unchanged |
| Brown Capital Management LLC | 1,785 | $900.0K | 0.01% | +9+0.5% | Added |
| Aaron Wealth Advisors | 1,794 | $900.0K | 0.25% | +242+15.6% | Added |
| Eudaimonia Advisors LLC | 1,792 | $900.0K | 0.53% | +1,792 | New |
| Argent Advisors, Inc. | 1,782 | $895.0K | 0.48% | −58−3.2% | Reduced |
| Keystone Financial Group | 1,782 | $895.0K | 0.15% | −10−0.6% | Reduced |
| Ballast Advisors LLC | 1,779 | $893.0K | 0.34% | −6−0.3% | Reduced |
| Mark Stevens | 1,773 | $891.0K | 0.09% | −547−23.6% | Reduced |
| Missouri Trust & Investment Co | 1,759 | $883.0K | 0.51% | +1,759 | New |
| Camelot Portfolios, LLC | 1,755 | $881.0K | 0.36% | +414+30.9% | Added |
| Altfest L J & Co Inc | 1,752 | $880.0K | 0.17% | −554−24.0% | Reduced |
| Sterling Investment Counsel, LLC | 1,739 | $873.0K | 0.59% | +1,739 | New |
| Heron Bay Capital Management | 1,736 | $872.0K | 0.43% | 00.0% | Unchanged |
| Amarillo National Bank | 1,730 | $869.0K | 0.17% | +7+0.4% | Added |
| Patron Partners Advisors, LLC | 1,726 | $867.0K | 0.57% | +151+9.6% | Added |
| Independence Bank of Kentucky | 1,721 | $864.0K | 0.35% | −105−5.8% | Reduced |
| Magnolia Capital Advisors LLC | 1,719 | $863.0K | 0.25% | +175+11.3% | Added |
| Oldfather Financial Services, LLC | 1,794 | $861.0K | 0.45% | +28+1.6% | Added |
| Centaurus Financial, Inc. | 1,714 | $861.0K | 0.07% | +114+7.1% | Added |
| Summit Wealth Group, LLC | 1,709 | $858.0K | 0.98% | −147−7.9% | Reduced |
| MBM Wealth Consultants, LLC | 1,706 | $857.0K | 0.36% | +9+0.5% | Added |
| Virginia Wealth Management Group, Inc. | 1,704 | $856.0K | 0.77% | +1,704 | New |
| Colton Groome Financial Advisors, LLC | 1,703 | $855.0K | 0.35% | +58+3.5% | Added |
| Forte Capital LLC | 1,702 | $855.0K | 0.11% | +1,186+229.8% | Added |
| Everett Harris & Co | 1,697 | $852.0K | 0.01% | +150+9.7% | Added |