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 |
|---|---|---|---|---|---|
| Nicolet Bankshares Inc | 1,694 | $851.0K | 0.19% | +44+2.7% | Added |
| Codex Capital, L.L.C. | 1,700 | $850.0K | 0.44% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,690 | $849.0K | 0.13% | +121+7.7% | Added |
| Asset Management Group, Inc. | 1,689 | $848.0K | 0.17% | −114−6.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,681 | $844.0K | 0.45% | −317−15.9% | Reduced |
| Twin Focus Capital Partners, LLC | 1,678 | $843.0K | 0.17% | +622+58.9% | Added |
| Chicago Partners Investment Group LLC | 1,773 | $841.0K | 0.06% | +127+7.7% | Added |
| Soltis Investment Advisors LLC | 1,676 | $841.0K | 0.12% | +16+1.0% | Added |
| Heck Capital Advisors, LLC | 1,674 | $840.6K | 0.15% | −120−6.7% | Reduced |
| TRUE Private Wealth Advisors | 1,674 | $840.0K | 0.12% | +120+7.7% | Added |
| Foundry Partners, LLC | 1,670 | $839.0K | 0.03% | −15−0.9% | Reduced |
| LWM Advisory Services, LLC | 1,671 | $839.0K | 1.04% | +1,671 | New |
| Calton & Associates, Inc. | 1,669 | $838.0K | 0.22% | −496−22.9% | Reduced |
| CNB Bank | 1,670 | $838.0K | 0.46% | −66−3.8% | Reduced |
| Hexagon Capital Partners LLC | 1,665 | $836.0K | 0.22% | −26−1.5% | Reduced |
| Marotta Asset Management | 1,664 | $835.6K | 0.19% | +213+14.7% | Added |
| Source Financial Advisors LLC | 1,662 | $835.0K | 0.23% | −176−9.6% | Reduced |
| Scharf Investments, LLC | 1,661 | $834.0K | 0.02% | +1,661 | New |
| Hellman Jordan Management Co Inc | 1,657 | $832.0K | 1.00% | −389−19.0% | Reduced |
| Integrated Investment Consultants, LLC | 1,654 | $831.0K | 0.22% | +30+1.8% | Added |
| Jacobi Capital Management LLC | 1,655 | $831.0K | 0.10% | +241+17.0% | Added |
| Thomasville National Bank | 1,645 | $826.0K | 0.08% | −200−10.8% | Reduced |
| Virtu Financial LLC | 1,645 | $826.0K | 0.08% | +1,645 | New |
| Seven Springs Wealth Group, LLC | 1,640 | $824.0K | 0.38% | −904−35.5% | Reduced |
| Founders Capital Management, LLC | 1,641 | $824.0K | 0.18% | −32−1.9% | Reduced |
| 55I, LLC | 1,632 | $820.0K | 0.02% | −2,524−60.7% | Reduced |
| Oxinas Partners Wealth Management LLC | 1,634 | $820.0K | 0.47% | +1+0.1% | Added |
| Visionary Wealth Advisors | 1,634 | $820.0K | 0.07% | +365+28.8% | Added |
| ODonnell Financial Services, LLC | 1,753 | $817.0K | 0.38% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 1,616 | $811.9K | 0.21% | +99+6.5% | Added |
| McDonald Partners LLC | 1,602 | $804.4K | 0.75% | −3,615−69.3% | Reduced |
| Absolute Capital Management, LLC | 1,602 | $804.4K | 0.75% | +1,602 | New |
| Vigilare Wealth Management | 1,597 | $802.0K | 0.47% | +727+83.6% | Added |
| Traynor Capital Management, Inc. | 1,593 | $800.0K | 0.09% | −235−12.9% | Reduced |
| Brightworth | 1,592 | $799.0K | 0.07% | +106+7.1% | Added |
| Five Oceans Advisors | 1,590 | $798.0K | 0.70% | +18+1.1% | Added |
| Signature Estate & Investment Advisors LLC | 1,587 | $797.0K | 0.04% | −34−2.1% | Reduced |
| InterOcean Capital Group, LLC | 1,578 | $792.0K | 0.03% | +75+5.0% | Added |
| Sunburst Financial Group, LLC | 1,574 | $790.0K | 0.40% | +251+19.0% | Added |
| Darwin Advisors, LLC | 1,704 | $789.0K | 0.12% | −33−1.9% | Reduced |
| WealthTrust Axiom LLC | 1,570 | $788.0K | 0.25% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 1,557 | $782.0K | 0.04% | +50+3.3% | Added |
| South Shore Capital Advisors | 1,555 | $781.0K | 1.27% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,541 | $774.0K | 0.11% | +231+17.6% | Added |
| Consolidated Planning Corp | 1,539 | $773.0K | 0.50% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 1,540 | $773.0K | 0.81% | +1,540 | New |
| Concord Wealth Partners | 1,531 | $769.0K | 0.19% | +961+168.6% | Added |
| EverSource Wealth Advisors, LLC | 1,525 | $766.0K | 0.21% | +1,525 | New |
| Marquette Asset Management, LLC | 1,524 | $765.0K | 0.16% | −14−0.9% | Reduced |
| Baxter Bros Inc | 1,521 | $764.0K | 0.11% | +58+4.0% | Added |
| SRS Capital Advisors, Inc. | 1,521 | $764.0K | 0.10% | +429+39.3% | Added |
| CPR Investments Inc. | 1,521 | $764.0K | 0.55% | +1,521 | New |
| Cary Street Partner Investment Advisory LLC | 1,517 | $762.0K | 0.21% | −379−20.0% | Reduced |
| Titus Wealth Management | 1,509 | $758.0K | 0.34% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,509 | $758.0K | 0.21% | +24+1.6% | Added |
| Tectonic Advisors LLC | 1,508 | $757.0K | 0.14% | −566−27.3% | Reduced |
| Financial Partners Group, Inc | 1,599 | $756.0K | 0.17% | +19+1.2% | Added |
| City State Bank | 1,503 | $755.0K | 0.47% | +1,503 | New |
| Slow Capital, Inc. | 1,501 | $754.0K | 0.13% | +1,501 | New |
| SFMG, LLC | 1,499 | $753.0K | 0.07% | +21+1.4% | Added |
| Laurel Wealth Planning LLC | 1,497 | $752.0K | 0.57% | −160−9.7% | Reduced |
| First National Bank of South Miami | 1,496 | $751.0K | 0.45% | +251+20.2% | Added |
| Islay Capital Management, LLC | 1,494 | $750.0K | 0.57% | +12+0.8% | Added |
| Strategic Blueprint, LLC | 1,492 | $749.0K | 0.09% | +408+37.6% | Added |
| Cedrus LLC | 1,490 | $748.5K | 0.72% | +1,490 | New |
| 1st Source Bank | 1,484 | $745.0K | 0.04% | +19+1.3% | Added |
| MTM Investment Management, LLC | 1,483 | $745.0K | 0.35% | +169+12.9% | Added |
| Prosperity Consulting Group, LLC | 1,538 | $738.0K | 0.55% | +1,538 | New |
| Successful Portfolios LLC | 1,460 | $733.0K | 0.40% | +4+0.3% | Added |
| Adviser Investments LLC | 1,450 | $728.0K | 0.05% | +28+2.0% | Added |
| Walker Asset Management, LLC | 1,442 | $724.0K | 0.63% | +1,442 | New |
| JB Capital LLC | 1,440 | $723.3K | 0.07% | +12+0.8% | Added |
| RGT Wealth Advisors, LLC | 1,436 | $721.0K | 0.11% | +561+64.1% | Added |
| DT Investment Partners, LLC | 1,430 | $718.0K | 0.09% | −3,630−71.7% | Reduced |
| Bowman & Co S.C. | 1,419 | $718.0K | 0.55% | +1,419 | New |
| Burke & Herbert Bank & Trust Co | 1,428 | $717.0K | 0.42% | −24−1.7% | Reduced |
| Unionview, LLC | 1,422 | $714.0K | 0.67% | +1,422 | New |
| Camden Capital, LLC | 1,417 | $712.0K | 0.15% | −789−35.8% | Reduced |
| Investors Asset Management of Georgia Inc | 1,415 | $711.0K | 0.34% | 00.0% | Unchanged |
| Standard Family Office LLC | 1,415 | $711.0K | 6.31% | +865+157.3% | Added |
| United Community Bank | 1,414 | $710.0K | 0.71% | +1,414 | New |
| Lenox Wealth Advisors, LLC | 1,409 | $708.0K | 0.09% | −99−6.6% | Reduced |
| Benin Management CORP | 1,409 | $708.0K | 0.21% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 1,407 | $706.0K | 0.01% | −303−17.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,405 | $706.0K | 0.04% | +1+0.1% | Added |
| Drive Wealth Management, LLC | 1,406 | $706.0K | 0.62% | +1,406 | New |
| DGS Capital Management, LLC | 1,404 | $705.0K | 0.44% | +1,404 | New |
| Sather Financial Group Inc | 1,400 | $703.0K | 0.06% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 1,400 | $703.0K | 0.51% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,401 | $702.0K | 0.46% | +211+17.7% | Added |
| Fortitude Advisory Group L.L.C. | 1,397 | $702.0K | 0.36% | +1,397 | New |
| Wolff Wiese Magana LLC | 1,390 | $698.0K | 0.45% | −144−9.4% | Reduced |
| Sanders Morris Harris LLC | 1,400 | $698.0K | 0.12% | 00.0% | Unchanged |
| Asset Management Corp | 1,387 | $697.0K | 0.40% | −67−4.6% | Reduced |
| Sovereign Financial Group, Inc. | 1,388 | $697.0K | 0.29% | +155+12.6% | Added |
| Aspen Investment Management Inc | 1,388 | $697.0K | 0.34% | +350+33.7% | Added |
| MV Capital Management, Inc. | 1,386 | $696.0K | 0.10% | +35+2.6% | Added |
| Hoylecohen, LLC | 1,387 | $696.0K | 0.06% | +189+15.8% | Added |
| Antonetti Capital Management LLC | 1,382 | $694.0K | 0.54% | +8+0.6% | Added |
| Samalin Investment Counsel, LLC | 1,382 | $694.0K | 0.42% | +18+1.3% | Added |