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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Meristem Family Wealth, LLC | 60,235 | $30.2M | 2.59% | +399+0.7% | Added |
| Iron Triangle Partners LP | 60,000 | $30.1M | 4.20% | +60,000 | New |
| First National Trust Co | 59,533 | $29.9M | 1.57% | +3,291+5.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 59,259 | $29.8M | 1.10% | −27,248−31.5% | Reduced |
| Vestor Capital, LLC | 59,020 | $29.6M | 2.83% | +28,006+90.3% | Added |
| Louisiana State Employees Retirement System | 59,000 | $29.6M | 0.65% | +300+0.5% | Added |
| New Mexico Educational Retirement Board | 57,620 | $28.9M | 0.97% | −4,100−6.6% | Reduced |
| Systematic Alpha Investments, LLC | 57,323 | $28.8M | 1.34% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 57,323 | $28.8M | 3.14% | +4,762+9.1% | Added |
| QV Investors Inc. | 57,280 | $28.8M | 2.00% | +11,630+25.5% | Added |
| Ziegler Capital Management, LLC | 57,101 | $28.7M | 1.03% | −1,519−2.6% | Reduced |
| Payden & Rygel | 56,710 | $28.5M | 1.32% | +1,110+2.0% | Added |
| Kentucky Retirement Systems | 56,272 | $28.3M | 1.15% | +1,447+2.6% | Added |
| Penn Davis McFarland Inc | 55,996 | $28.1M | 4.77% | −978−1.7% | Reduced |
| Azimuth Capital Management LLC | 55,933 | $28.1M | 1.13% | −541−1.0% | Reduced |
| Garrison Bradford & Associates Inc | 55,892 | $28.1M | 25.17% | −218−0.4% | Reduced |
| Raub Brock Capital Management LP | 71,518 | $27.9M | 4.25% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 55,246 | $27.7M | 0.45% | −3,337−5.7% | Reduced |
| RBF Capital, LLC | 55,000 | $27.6M | 1.73% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 54,852 | $27.5M | 0.72% | +10,187+22.8% | Added |
| Barrett Asset Management, LLC | 54,250 | $27.2M | 1.03% | +22,822+72.6% | Added |
| Congress Wealth Management LLC | 54,215 | $27.2M | 0.54% | +54,215 | New |
| Freestone Capital Holdings, LLC | 53,500 | $26.9M | 1.14% | +3,255+6.5% | Added |
| Susquehanna Fundamental Investments, LLC | 53,455 | $26.8M | 0.70% | −12,420−18.9% | Reduced |
| Manning & Napier Group, LLC | 53,258 | $26.7M | 0.22% | −4,089−7.1% | Reduced |
| Palladium Partners LLC | 53,163 | $26.7M | 1.09% | −172−0.3% | Reduced |
| Gluskin Sheff & Assoc Inc | 53,125 | $26.7M | 1.10% | −95−0.2% | Reduced |
| Guardian Capital LP | 53,053 | $26.6M | 0.51% | +1,024+2.0% | Added |
| Beach Investment Counsel Inc | 52,972 | $26.6M | 3.52% | −964−1.8% | Reduced |
| Wedgewood Partners Inc | 52,466 | $26.3M | 3.50% | +494+1.0% | Added |
| D'Orazio & Associates, Inc. | 52,165 | $26.2M | 6.05% | +413+0.8% | Added |
| SeaTown Holdings Pte. Ltd. | 52,000 | $26.1M | 1.41% | +52,000 | New |
| Shufro Rose & Co LLC | 51,535 | $25.9M | 1.87% | −2,637−4.9% | Reduced |
| Cohen Capital Management, Inc. | 51,347 | $25.8M | 4.22% | −70.0% | Reduced |
| Blue Chip Partners, Inc. | 51,195 | $25.7M | 3.23% | +883+1.8% | Added |
| Callahan Advisors, LLC | 49,974 | $25.1M | 2.82% | +267+0.5% | Added |
| Stack Financial Management, Inc | 49,936 | $25.1M | 2.16% | −285−0.6% | Reduced |
| North Point Portfolio Managers Corp | 49,591 | $24.9M | 3.26% | −2,013−3.9% | Reduced |
| Peapack Gladstone Financial Corp | 49,589 | $24.9M | 0.47% | +5,344+12.1% | Added |
| Massmutual Trust Co FSB | 49,437 | $24.8M | 0.92% | −662−1.3% | Reduced |
| Pacer Advisors, Inc. | 49,030 | $24.6M | 0.25% | −7,397−13.1% | Reduced |
| GAM Holding AG | 48,859 | $24.5M | 1.09% | −859−1.7% | Reduced |
| Trust Co of Virginia | 48,845 | $24.5M | 2.44% | −485−1.0% | Reduced |
| GW Henssler & Associates Ltd | 48,439 | $24.3M | 1.55% | −182−0.4% | Reduced |
| Hyperion Capital Advisors LP | 47,882 | $24.0M | 5.37% | +2,410+5.3% | Added |
| Old National Bancorp | 47,729 | $24.0M | 0.86% | −1,368−2.8% | Reduced |
| Simplex Trading, LLC | 47,558 | $23.9M | 0.78% | +47,558 | New |
| Hendershot Investments Inc. | 47,331 | $23.8M | 3.61% | −285−0.6% | Reduced |
| Oppenheimer & Co Inc | 46,723 | $23.5M | 0.41% | +2,072+4.6% | Added |
| Narwhal Capital Management | 46,530 | $23.4M | 2.66% | −2,186−4.5% | Reduced |
| Cardinal Capital Management, Inc. | 46,013 | $23.1M | 1.08% | +581+1.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 45,658 | $22.9M | 1.46% | −4,200−8.4% | Reduced |
| Capital International Sarl | 45,586 | $22.9M | 1.09% | +406+0.9% | Added |
| NewEdge Wealth, LLC | 45,439 | $22.8M | 0.96% | +1,789+4.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 45,171 | $22.7M | 1.40% | +826+1.9% | Added |
| Novare Capital Management LLC | 45,163 | $22.7M | 2.30% | −986−2.1% | Reduced |
| Tdam USA Inc. | 45,011 | $22.6M | 1.40% | −23,260−34.1% | Reduced |
| Snowden Capital Advisors LLC | 44,215 | $22.2M | 1.13% | −4,864−9.9% | Reduced |
| Cetera Investment Advisers | 44,197 | $22.2M | 0.32% | −738−1.6% | Reduced |
| Citizens Financial Group Inc | 44,858 | $22.1M | 0.74% | −2,046−4.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 44,088 | $22.1M | 0.72% | +855+2.0% | Added |
| Advisor Partners LLC | 43,817 | $22.0M | 1.33% | −473−1.1% | Reduced |
| National Asset Management, Inc. | 43,812 | $22.0M | 0.63% | +1,158+2.7% | Added |
| DuPont Capital Management Corp | 43,627 | $21.9M | 0.78% | −11,496−20.9% | Reduced |
| Hemenway Trust Co LLC | 43,583 | $21.9M | 1.99% | +1,353+3.2% | Added |
| Front Barnett Associates LLC | 43,567 | $21.9M | 2.05% | −113−0.3% | Reduced |
| Foyston, Gordon, & Payne Inc | 43,494 | $21.8M | 5.10% | −1,455−3.2% | Reduced |
| Private Capital Advisors, Inc. | 43,189 | $21.7M | 3.46% | −916−2.1% | Reduced |
| BTR Capital Management Inc | 43,145 | $21.7M | 2.44% | +95+0.2% | Added |
| Colonial Trust Advisors | 42,993 | $21.6M | 2.41% | −756−1.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | – | $21.6M | 1.74% | – | – |
| Sawgrass Asset Management LLC | 42,913 | $21.5M | 2.06% | −2,931−6.4% | Reduced |
| Makena Capital Management LLC | 42,735 | $21.5M | 2.43% | +1,028+2.5% | Added |
| Dowling & Yahnke LLC | 42,410 | $21.3M | 1.02% | −424−1.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 42,372 | $21.3M | 0.41% | −454−1.1% | Reduced |
| Calamos Wealth Management LLC | 42,278 | $21.2M | 1.55% | +1,242+3.0% | Added |
| Crossmark Global Holdings, Inc. | 41,643 | $20.9M | 0.45% | −90−0.2% | Reduced |
| Bamco Inc | 41,235 | $20.7M | 0.04% | +7,680+22.9% | Added |
| FineMark National Bank & Trust | 41,098 | $20.6M | 0.79% | −65−0.2% | Reduced |
| Marco Investment Management LLC | 40,995 | $20.6M | 2.02% | −10,409−20.2% | Reduced |
| Stillwater Capital Advisors, LLC | 40,834 | $20.5M | 3.12% | −641−1.5% | Reduced |
| First American Bank | 40,750 | $20.5M | 1.08% | +1,252+3.2% | Added |
| Curi Capital | 40,688 | $20.4M | 3.53% | +39,462+3,218.8% | Added |
| Advisors Asset Management, Inc. | 40,549 | $20.4M | 0.29% | +2,736+7.2% | Added |
| Lockheed Martin Investment Management Co | 40,527 | $20.4M | 1.09% | +3,630+9.8% | Added |
| JLB & Associates Inc | 40,374 | $20.3M | 2.88% | +1,045+2.7% | Added |
| Aptus Capital Advisors, LLC | 40,355 | $20.3M | 0.69% | +2,759+7.3% | Added |
| Patten & Patten Inc | 40,226 | $20.2M | 1.40% | −490−1.2% | Reduced |
| Stewart & Patten Co LLC | 39,926 | $20.0M | 2.99% | +98+0.2% | Added |
| Haverford Financial Services, Inc. | 39,914 | $20.0M | 4.54% | −1,917−4.6% | Reduced |
| Oxbow Advisors, LLC | 39,733 | $20.0M | 1.91% | −138−0.3% | Reduced |
| LSV Asset Management | 39,550 | $19.9M | 0.04% | −1,140−2.8% | Reduced |
| Abner Herrman & Brock LLC | 39,381 | $19.8M | 2.58% | −559−1.4% | Reduced |
| O'Shares Investment Advisers, LLC | 39,314 | $19.7M | 1.41% | +2,879+7.9% | Added |
| Suncoast Equity Management | 39,303 | $19.7M | 2.50% | +34,547+726.4% | Added |
| Eagle Global Advisors LLC | 38,968 | $19.6M | 1.23% | −504−1.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 38,774 | $19.5M | 0.04% | +974+2.6% | Added |
| Beacon Investment Advisory Services, Inc. | 38,730 | $19.4M | 0.76% | +748+2.0% | Added |
| Punch & Associates Investment Management, Inc. | 38,334 | $19.2M | 1.01% | −48−0.1% | Reduced |
| Brookfield Asset Management Inc. | 38,317 | $19.2M | 0.08% | −3,448−8.3% | Reduced |