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 |
|---|---|---|---|---|---|
| CFM Wealth Partners LLC | 1,375 | $691.0K | 0.15% | +20+1.5% | Added |
| LBMC Investment Advisors, LLC | 1,372 | $689.0K | 0.06% | +31+2.3% | Added |
| Insight Advisors, LLC | 1,370 | $688.0K | 0.20% | −5−0.4% | Reduced |
| Navellier & Associates Inc | 1,370 | $688.0K | 0.10% | +4+0.3% | Added |
| ICW Investment Advisors LLC | 1,370 | $688.0K | 0.38% | +85+6.6% | Added |
| TD Ameritrade Investment Management, LLC | 1,370 | $688.0K | 0.00% | +582+73.9% | Added |
| MONECO Advisors, LLC | 1,401 | $685.0K | 0.26% | +162+13.1% | Added |
| Crumly & Associates Inc. | 1,394 | $681.0K | 0.27% | −49−3.4% | Reduced |
| Krilogy Financial LLC | 1,354 | $680.0K | 0.07% | −300−18.1% | Reduced |
| ZWJ Investment Counsel Inc | 1,353 | $679.0K | 0.03% | 00.0% | Unchanged |
| Birinyi Associates Inc | 1,350 | $678.0K | 0.21% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,356 | $676.0K | 0.13% | −1−0.1% | Reduced |
| Archer Investment Corp | 1,345 | $675.4K | 0.23% | +898+200.9% | Added |
| BCK Partners, Inc. | 1,342 | $674.0K | 0.40% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 1,338 | $672.0K | 0.68% | −24−1.8% | Reduced |
| Summit Trail Advisors, LLC | 1,334 | $670.0K | 0.04% | +276+26.1% | Added |
| Northeast Investment Management | 1,332 | $669.0K | 0.03% | 00.0% | Unchanged |
| Teza Capital Management LLC | 1,331 | $668.0K | 0.18% | −8,272−86.1% | Reduced |
| First Heartland Consultants, Inc. | 1,330 | $668.0K | 0.09% | +29+2.2% | Added |
| Gould Asset Management LLC | 1,328 | $667.0K | 0.19% | +345+35.1% | Added |
| WealthPLAN Partners, LLC | 1,409 | $665.0K | 0.04% | −17−1.2% | Reduced |
| Anchor Capital Advisors LLC | 1,323 | $664.0K | 0.01% | 00.0% | Unchanged |
| BCS Wealth Management | 1,316 | $661.0K | 0.24% | +154+13.3% | Added |
| Synergy Financial Management, LLC | 1,314 | $660.0K | 0.16% | −14,645−91.8% | Reduced |
| Mosaic Family Wealth, LLC | 1,315 | $660.0K | 0.17% | +329+33.4% | Added |
| Wick Capital Partners, LLC | 1,313 | $659.0K | 0.51% | +1,313 | New |
| Cerro Pacific Wealth Advisors LLC | 1,304 | $655.0K | 0.42% | +23+1.8% | Added |
| Greenwood Gearhart Inc | 1,303 | $654.0K | 0.09% | +1,303 | New |
| Fernwood Investment Management, LLC | 1,301 | $653.0K | 0.21% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 1,300 | $653.0K | 0.15% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,299 | $652.3K | 0.20% | +18+1.4% | Added |
| Winfield Associates, Inc. | 1,299 | $652.0K | 0.22% | −8−0.6% | Reduced |
| CVA Family Office, LLC | 1,296 | $651.0K | 0.16% | +1,086+517.1% | Added |
| Peoples Bank | 1,294 | $650.0K | 0.32% | −25−1.9% | Reduced |
| Chelsea Counsel Co | 1,294 | $650.0K | 0.28% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,294 | $650.0K | 0.37% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,294 | $650.0K | 0.33% | +229+21.5% | Added |
| Washington Trust Co | 1,292 | $649.0K | 0.02% | −569−30.6% | Reduced |
| Cabot Wealth Management Inc | 1,293 | $649.0K | 0.08% | +20+1.6% | Added |
| Everhart Financial Group, Inc. | 1,292 | $648.0K | 0.39% | +65+5.3% | Added |
| Markston International LLC | 1,288 | $647.0K | 0.65% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,288 | $647.0K | 0.22% | +1,288 | New |
| Prime Capital Investment Advisors, LLC | 1,286 | $646.0K | 0.03% | −6,635−83.8% | Reduced |
| Ahrens Investment Partners LLC | 1,287 | $646.0K | 0.29% | +1,287 | New |
| Univest Financial Corp | 1,284 | $645.0K | 0.16% | +19+1.5% | Added |
| Eidelman Virant Capital | 1,275 | $644.0K | 0.24% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 1,330 | $643.0K | 0.36% | −150−10.1% | Reduced |
| Merit Financial Group, LLC | 1,280 | $643.0K | 0.06% | −119−8.5% | Reduced |
| Gsa Capital Partners LLP | 1,279 | $642.0K | 0.08% | +1,279 | New |
| WealthBridge Capital Management, LLC | 1,277 | $641.0K | 0.24% | +2+0.2% | Added |
| Farmers National Bank | 1,276 | $640.7K | 0.21% | −53−4.0% | Reduced |
| Aire Advisors, LLC | 1,265 | $639.0K | 0.28% | +1,265 | New |
| Stephenson National Bank & Trust | 1,270 | $638.0K | 0.37% | −1−0.1% | Reduced |
| Lesa Sroufe & Co | 1,270 | $638.0K | 0.64% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,270 | $638.0K | 0.27% | +1,270 | New |
| McElhenny Sheffield Capital Management, LLC | 1,265 | $635.0K | 0.24% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 1,260 | $633.0K | 0.44% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 1,261 | $633.0K | 0.38% | +133+11.8% | Added |
| Country Trust Bank | 1,258 | $632.0K | 0.02% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,252 | $629.0K | 0.25% | +3+0.2% | Added |
| One Wealth Advisors, LLC | 1,248 | $627.0K | 0.16% | +6+0.5% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,245 | $625.0K | 0.12% | +77+6.6% | Added |
| Wexford Capital LP | 1,244 | $625.0K | 0.06% | +1,244 | New |
| White Pine Capital LLC | 1,240 | $623.0K | 0.18% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,238 | $622.0K | 0.20% | +564+83.7% | Added |
| Bank Ozk | 1,235 | $620.0K | 0.25% | 00.0% | Unchanged |
| Investors Financial Group, LLC | 1,231 | $619.0K | 0.29% | −20−1.6% | Reduced |
| Symphony Financial, Ltd. Co. | 1,230 | $618.0K | 0.17% | +468+61.4% | Added |
| Balyasny Asset Management LLC | 1,225 | $615.0K | 0.00% | −4,428−78.3% | Reduced |
| Fortis Advisors, LLC | 1,224 | $615.0K | 0.36% | +125+11.4% | Added |
| Baker Ellis Asset Management LLC | 1,219 | $612.0K | 0.11% | 00.0% | Unchanged |
| ACG Wealth | 1,218 | $612.0K | 0.09% | −17−1.4% | Reduced |
| Gyon Technologies Capital Management, LP | 1,219 | $612.0K | 0.11% | +1,219 | New |
| Aldebaran Financial Inc. | 1,215 | $610.0K | 0.48% | −30−2.4% | Reduced |
| Aveo Capital Partners, LLC | 1,209 | $607.0K | 0.11% | +30+2.5% | Added |
| Brown, Lisle/Cummings, Inc. | 1,205 | $605.1K | 0.30% | +1,205 | New |
| Kaydan Wealth Management, Inc. | 1,201 | $603.1K | 0.23% | +1,201 | New |
| Saturna Capital CORP | 1,200 | $603.0K | 0.01% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 1,200 | $603.0K | 0.47% | +1,200 | New |
| Penobscot Wealth Management | 1,197 | $601.0K | 0.51% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,192 | $599.0K | 0.49% | +7+0.6% | Added |
| Clear Creek Financial Management, LLC | 1,193 | $599.0K | 0.09% | +268+29.0% | Added |
| Merlin Capital LLC | 1,192 | $599.0K | 0.70% | +1,192 | New |
| Rock Creek Group, LP | 1,190 | $598.0K | 0.09% | −34−2.8% | Reduced |
| West Michigan Advisors, LLC | 1,190 | $598.0K | 0.45% | +1,190 | New |
| Dillon & Associates Inc | 1,187 | $596.0K | 0.10% | +43+3.8% | Added |
| Paragon Private Wealth Management, LLC | 1,186 | $596.0K | 0.53% | +1,186 | New |
| Inspire Advisors, LLC | 1,183 | $594.0K | 0.17% | +6+0.5% | Added |
| Kanawha Capital Management LLC | 1,179 | $592.0K | 0.05% | 00.0% | Unchanged |
| Family Management Corp | 1,178 | $592.0K | 0.15% | +37+3.2% | Added |
| Jeereddi Investments, LP | 1,175 | $590.0K | 0.58% | −93−7.3% | Reduced |
| MEMBERS Trust Co | 1,173 | $589.0K | 0.02% | +100+9.3% | Added |
| Capital Advisors, Ltd. LLC | 1,173 | $589.0K | 0.10% | +327+38.7% | Added |
| Coastal Bridge Advisors, LLC | 1,314 | $589.0K | 0.12% | +470+55.7% | Added |
| S.C. Financial Services, Inc. | 1,260 | $589.0K | 0.68% | +1,260 | New |
| Sandbox Financial Partners, LLC | 1,168 | $587.0K | 0.37% | +126+12.1% | Added |
| Hendley & Co Inc | 1,167 | $586.0K | 0.19% | −466−28.5% | Reduced |
| Clean Yield Group | 1,163 | $584.0K | 0.19% | −126−9.8% | Reduced |
| Ninepoint Partners LP | 1,164 | $584.0K | 0.21% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,160 | $582.0K | 0.10% | 00.0% | Unchanged |